Blue Owl Capital (OWL) is presented as a misunderstood high-yield opportunity, with the creator believing the bear case on private credit defaults is overblown due to its strong underwriting, stable capital structure, and long-term institutional capital.
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6 Undervalued AI Stock Picks for Long-Term Investors
Jul 30, 2026
The hosts discuss AI-focused investment opportunities, with a particular focus on Google (Alphabet). Despite strong earnings growth, Google's stock fell due to increased AI-related capital expenditures. They anticipate similar trends for Amazon and Microsoft's upcoming earnings, expecting strong cloud growth but potential stock sell-offs.
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Tickers discussed in this post
Brookfield Asset Management is presented as a cheap, undervalued AI infrastructure play with attractive double-digit total return potential.
Brookfield Asset Management (BN) is identified as Bill Ackman's number one holding.
Meta is mentioned as a holding in Bill Ackman's portfolio with an 11% weight.
Oracle is noted as a legacy tech company that has experienced a significant decline in the past year.
Google is highlighted as a strong performer among legacy tech companies, with significant gains over the past year.
IREN is a speculative bet due to its transition from crypto mining to AI cloud, with unproven profitability and a valuation that relies on the opinions of a small number of analysts.
Iron is identified as one of the three main neo-cloud companies, having gained over 100% in the last year.
CoreWeave is mentioned as an AI-specific cloud company that has underperformed, down 35%, despite interest from smart people and a past darling status on CNBC.
The creator advises against investing in Nebius due to accelerating losses and no earnings, stating there are better companies growing profits the right way.