Nvidia was only the beginning of the AI boom, and Sylvia Jablonski argues that September’s volatility could unlock the next big winners. With hyperscalers still spending aggressively and AI infrastructure expanding, the real upside may come from the overlooked trades — memory, photonics, and the companies fueling the chips.
00:00:00 Introduction
00:00:10 September Stock Setup & Fed Risks
00:01:43 Tech Stock Outlook & Fed Interest Rate Hikes
00:02:37 Buying Tech Dips in September
00:04:07 Next AI Trade: Photonics & Memory
00:05:08 Investing in Photonics & HBM Memory
00:06:18 Legacy AI Leaders vs. Next-Gen Tech Plays
00:07:26 AI Infrastructure Expectations vs. Reality
00:08:26 Software Stocks Outlook
00:09:48 Software Disruption & AI Winners
00:10:29 Managing Risk with Thematic Tech ETFs
00:11:46 Is It Too Late to Enter the AI Trade?
00:12:32 How to Invest $1,000 in Tech Today
00:13:07 Rapid-Fire: This or That
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Recorded: September 1, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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