Is It Really Safe to Invest in AI Stocks and ETFs Right Now? Here's What the Experts Say.

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• AI data center capex is expected to grow by another 40% to 50% next year, bringing it to around $1.5 trillion

  60% confidence

• Computing demand is so strong that the economics of providing this computing power to third parties can be more attractive than for internal projects

  60% confidence

• Raised 2026 capex guidance to $52-56 billion after extensive diligence talking to his own customers and his customers' clients, expressing confidence in continued AI chip demand

  60% confidence

• This capex growth is supported by a combination of AI agent adoption, token growth, and current market supply constraints

  60% confidence

• According to a survey done before the start of the year, 90% of investors polled planned to hold or buy more AI stocks this year, and only 7% planned to decrease their exposure

  60% confidence

• Recommends the Vanguard S&P 500 ETF as a core holding investors can consistently dollar-cost average into, alongside AI leaders Nvidia, Alphabet, Meta Platforms, AMD, Broadcom, and TSMC for long-term holding

  60% confidence