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Lisa Schreiber
Gradient Investments (associate portfolio manager)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
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Asked whether data-center pushback (New York's proposed one-year build-out ban, 'other states might follow' @1:47) makes the boom a blip. She pegs hyperscaler spend 'expected to be $700 billion this year' @0:34, but also warns that semi supply 'certainly can erode pricing powers and margin' @2:53.
“at the end of the day, we will build and we will still have that massive spend. Again, 700 billion expected this year. It should scratch a trillion dollars of spend in this whole AI build-out next year.”
Nasdaq since this was said: ▼ -0.4% · 25,837 → 25,742 · as of 2026-07-22
First of her three picks. 'They just reported great earnings' @5:21; 'I think that is a great stock' @5:37; adds they are putting AI to work on cost efficiency @5:52.
“They are in a turnaround story for over a year now. Stock has not done well, but it is coming back. And I think overall, they're very efficient in their cost management now.”
Second pick, after 'stellar earnings' and strong trading revenue @6:09. She continues that 'Entropic and OpenAI lined up for IPO-ing' (whisper garble of Anthropic) is 'very, very good for these large investment banks' @6:34.
“it's kind of a backdoor play to the whole AI game here, right? When we think of all the IPO activity with SpaceX earlier, where Goldman played a huge role”
Gold since this was said: ▲ +1.8% · 4,071 → 4,143 · as of 2026-07-22
Third pick: digital infrastructure firm letting companies 'tap in their existing data centers and use their compute power without them really needing to put the CapEx to the ground' @7:05; partnerships with Cisco and Nvidia @6:57.
“So, I think that is a great opportunity, especially when we see more scrutiny on these firms of how they're using their CapEx and how they're using their spend. This is a company that can really benefit from that.”
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