A year ago, I started an experiment: clone Guy Spier's portfolio and see what happens. Six months in, something unexpected changed — Guy Spier announced he was closing his fund, a personal decision following a cancer diagnosis that he shared with quiet dignity. The portfolio kept running.

Now the 365 days are up, and the results are in.

This week's video is the full results of the experiment — 365 days of cloning Guy Spier's portfolio, tracked position by position using Sharesight.

Some of the stocks he sold during the year were outstanding. The ones he chose to keep? That's where it gets complicated.

If you've been following along, this is the payoff. If you're new, it's a great place to start.

AI is moving from experiment… to essential.

Every major industry is integrating it.
Every major company is investing in it.

By late 2025, AI was already an $800B market — growing at a pace that could push it well beyond $1 trillion in the years ahead.

Cloud infrastructure is scaling fast.
AI-enabled devices are multiplying.
Automation is becoming standard.

But here’s the real question…

When trillions flow into this transformation — which stocks stand to benefit most?

Our new report reveals 10 AI stocks positioned across the backbone of this shift — from the companies powering the infrastructure… to those embedding intelligence into everyday systems.

If you want exposure to one of the defining growth trends of this decade, start here.

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Salesforce made its biggest AI bet yet. The enterprise software giant announced it's buying Fin, an AI customer service platform formerly known as Intercom, for roughly $3.6 billion. Fin's AI agent resolves complex customer queries across email, chat, WhatsApp, and phone — and Salesforce is betting it will supercharge its existing Agentforce platform. The deal is expected to close later this year, pending regulatory approval. It's the clearest sign yet that Salesforce is moving fast to stay relevant in an increasingly agentic AI world.

Apple is about to get more expensive. CEO Tim Cook confirmed this week that Apple plans to raise device prices, with memory chip costs now running three to four times higher than they were at the end of 2024 as AI infrastructure demand absorbs global supply. Memory alone makes up roughly 10% of an iPhone's cost, and without some price adjustment, Apple's margins would take a serious hit. The company's pricing power and loyal customer base should cushion the blow — but it's a reminder that the AI infrastructure boom has real costs that eventually reach consumers.

Nvidia raised $25 billion — in bonds. In its first major debt issuance since the AI boom began, Nvidia completed a $25 billion multi-tranche bond offering this week, with maturities ranging from 2028 to 2056. The proceeds are earmarked for general corporate purposes. For a company generating extraordinary cash flows, the move signals something interesting: Nvidia is locking in long-term financing at today's rates, likely to fund the massive capital spending required to stay at the leading edge of AI chip infrastructure. The market took it in stride.

SpaceX's debut week rewrote the record books. The largest IPO in American history continued making waves as SpaceX shares surged on their first full week of trading, briefly surpassing Amazon to become the third-largest company in the US by market cap, behind only Apple and Nvidia. SpaceX raised $75 billion in its offering. The stock did pull back later in the week, erasing some early gains, but the broader message was unmistakable: this is now one of the most significant companies on public markets, and every long-term investor will need to have a view on it.

The Strait of Hormuz is reopening. President Trump announced this week that the US and Iran have reached a deal, with the Strait of Hormuz — through which roughly 20% of the world's oil supply passes — set to reopen. Oil prices fell below $80 a barrel for the first time since March. The broader stock market responded positively, with the S&P 500 posting its 11th winning week in 12. For long-term investors, the easing of this particular pressure point matters, both for energy companies and for the inflation picture that's weighed on markets throughout 2026.

Most investing tools add complexity. Stock Investing Academy strips it away — giving you clean data, proven frameworks, and the same view of the market that the best investors have.

This isn't a get-rich-quick shortcut. It's the infrastructure for patient, intelligent investing.

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