In a recent reflection shared during a morning briefing, an individual recounted a confronting experience at the gym that served as a metaphor for investing, particularly in the AI sector. Currently participating in an intense workout program dubbed “12 Days of Suffering,” the intensity has left them feeling drained but also reflective. A particularly tough coaching moment involved being told, “No one is coming to save you. Get your ass up,” when they nearly collapsed on a rowing machine. This tough love resonated deeply and sparked thoughts about the complacency many investors exhibit, particularly regarding AI stocks.
As we approach 2026, the message is clear: investors shouldn’t expect external forces to bail them out of uninformed choices in their portfolios. A call to action is made regarding investments made without proper research, specifically mentioning Oracle and CoreWeave. The piece urges investors to think beyond the commonly recognized AI stocks and delve deeper into understanding the full spectrum of opportunities within this evolving market.
With AI’s influence becoming increasingly significant across various sectors, there are substantial gains to be found beyond the “Magnificent 7” stocks. The commentary encourages a strategic approach—suggesting mapping potential investments on a whiteboard—to identify lesser-known companies that are effectively integrating AI. An example highlighted is C.H. Robinson, a logistics company led by CEO David Bozeman, who has focused extensively on leveraging AI to enhance profitability. Since Bozeman’s leadership began, C.H. Robinson’s stock has soared by 55% in 2025, surpassing the performance of more well-known tech companies.
Additionally, Hut 8, originally a cryptocurrency mining company, has pivoted towards AI infrastructure under CEO Asher Genoot. The company recently announced a major 15-year deal valued at approximately $7 billion to provide power for high-performance computing, with significant backing from Google. This news prompted a notable surge in Hut 8’s stock, illustrating the potential for substantial growth outside mainstream AI narratives.
As the landscape of AI investing continues to evolve, experts anticipate a clear division in the market in 2026. The emphasis is placed on the necessity for investors to proactively seek out emerging opportunities instead of remaining passive and complacent with popular trends. The overarching message is that the responsibility for portfolio health lies firmly in the hands of the investors themselves, urging them to take charge of their financial futures and remain vigilant against the risks of investing without due diligence.
