The investment behind the AI boom runs well beyond the companies dominating the conversation. It is moving through our power systems, industrial supply chains, and sectors that haven’t seen this kind of demand in decades.

Rob Spivey, co-founder of Valens Research, has spent 15 years developing an accounting framework that measures corporate performance beyond standard earnings reports. In this exclusive episode, he walks us through the sectors and companies he is buying right now, the names he is actively avoiding, and the reasoning behind each call.

Views expressed in this video are opinions of the host and guest, and do not necessarily reflect the views of The Epoch Times.