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Saverio Papagno breaks down why AI spending isn’t peaking and how the North Square Growth Opportunities ETF (NSIG) is positioning for durable upside across semis, memory, and infrastructure.
00:00 Intro
00:12 Who Makes Money in AI?
01:44 Big Tech AI Spend Winners
04:32 AI Software Moats vs. Traps
07:24 Chips vs. Software
08:55 One Chip Stock To Own Now
11:06 Active ETF Strategy
13:29 Why Never Sell Nvidia
15:23 Rapid-Fire This or That
Recorded: September 2, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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