IREN is a primary pick for AI infrastructure, benefiting from the demand for power and compute capacity.
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(For Faster Growth) Add this ONE Sector to 3 Fund Portfolio
Investing Simplified - Professor GMay 14, 2026
Professor G discusses adding higher-risk, higher-reward sectors to a three-fund portfolio for increased upside and cash flow. He highlights quantum computing as a potential trillion-dollar technology shift, memory stocks as a leveraged way to benefit from the AI boom, and crypto as an increasingly mainstream asset class with significant long-term upside potential.
Linked Mentions
Tickers discussed in this post
APLD is a primary pick for AI infrastructure, providing essential power and compute capacity for AI models.
Micron Technology is a leader in memory poised to benefit from AI demand and market recovery.
AMD is mentioned as a semiconductor company in the AI space, but not the focus.
Nvidia is mentioned as a semiconductor company in the AI space, but not the focus.
IonQ is a pure-play quantum computing firm showing rapid revenue growth and raising guidance.
Microsoft is mentioned as a major company investing in quantum computing.
Alphabet (Google) is mentioned as a major company investing in quantum computing.
IBM is mentioned as a major company investing in quantum computing.