Top AI Investment Opportunities

In the insightful video “A.I. Fifteen:” AVGO “Hidden” Giant, ASML “Monopoly,” Rise in Software & Energy, released on October 3, 2025, Schwab Network presents a conversation with Shay Boloor, chief market strategist at Futurum Equities. Shay outlines a promising future for AI investments beyond the first obvious wave in hardware, underscoring companies like Broadcom and ASML for their substantial roles in the ongoing AI transformation. The discussion introduces “AI-15,” a list of emerging players believed to attract new AI-focused capital outside major tech players like Google and Microsoft. While the perspective presented successfully highlights strong under-the-radar opportunities, some areas, such as the challenges within the AI infrastructure, are discussed without in-depth exploration. Nevertheless, Shay’s bold analogy-infused commentary broadens investor insight into innovative AI dynamics and the economy’s adjustments. The engaging conversation leaves viewers pondering which emerging teams are ready to capture this transformative wave.