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Peter Andersen says the “easy S&P 500 money” is over — and explains why neglected sectors like quantum computing, European defense, and rental equipment could offer real opportunity as investors shift beyond Big Tech.
00:00:00 Introduction
00:00:16 Tech Market Sentiment
00:01:11 Measuring AI CapEx Returns
00:02:02 What Big Tech Needs to Show
00:03:01 Big Tech Earnings Outlook
00:04:20 Fed Rates vs. Tech Earnings
00:06:20 Is S&P 500 Indexing Over?
00:07:40 Top Neglected Sectors
00:10:09 Quantum Computing Stock Picks
00:11:40 Buying Inflection Down 40%
00:12:46 European Defense Outlook
00:14:43 Defense Picks: Rolls-Royce & BAE
00:15:59 Defense vs. Global Equities
00:16:57 #1 Stock Pick Comparison
00:18:51 Top Mag 7 Pick: Amazon
00:20:12 Rapid Fire: This or That
Recorded: July 28th, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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