Tom Gardner: 2 Areas to Buy — Data Centers & AI Biotech

Описание: Tom Gardner explains why investors should reduce concentration and prepare for regulatory pressure on big tech.
He outlines two selective AI opportunities and a disciplined portfolio framework for the next 3–5+ years.
Volatility is structural; test each position by asking whether a 40% permanent loss would be ruinous and resize accordingly.
The Motley Fool framework: roughly 25+ stocks, a 5+ year average holding period, and cash reserves (hidden‑gems approach suggests ~10% cash).
Expect increased federal scrutiny of large tech around data, energy (data centers), and privacy — this can pressure margins and favor diversification.
Opportunity theme 1: data‑center infrastructure and service providers that build/maintain mission‑critical compute capacity for AI.
Opportunity theme 2: AI‑enabled biotech (example discussed: Moderna); verify company names, tickers, and fundamentals before acting.
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