Invest Like the Best with Patrick O'Shaughnessy

The primary investment opportunity lies in the Artificial Intelligence ecosystem, focusing on a few high-conviction areas. Consider the foundational model layer, where companies like OpenAI (publicly accessible via key partner Microsoft (MSFT)) are building core technology. Also, look at essential infrastructure beneficiaries, such as data platforms (Databricks) and payment processors (Stripe) that will power the AI economy. High-potential applications with unique data advantages are emerging in sectors like robotics and drug development. The core strategy is to make concentrated, long-term investments in these category leaders, especially during periods of market fear.