Investing Stakes: The AI Stock Nobody Talks About (But Everyone Depends On)

<p>Every month, Ed and Chris put real money into their own strategies, run them live on Stratiphy and compare results with an expert on hand to explain the damage.</p><p>If you want to explore Stratiphy or build your own rules-based portfolio, you can use our referral link:</p><p>🔗 https://www.stratiphy.io/referrals?code=INVESTINGSTAKES</p><p><strong>Disclosure</strong>: This is a referral link. We may receive a benefit if you sign up using it.</p><p>This episode: Alphabet is in everyone&#39;s portfolio, but is there a smarter way to back the same story? Enter Corning — the 1851 glassmaker quietly building the fibre optics that AI data centres can&#39;t run without.</p><p>Plus, Ed&#39;s portfolio flashes its first sell signal, and the gap between the two strategies starts to open up.</p><p>Picks and shovels, bubble talk, and a lesson in why one day&#39;s performance tells you nothing.</p><p>⏱️ Chapters</p><p>00:00 Intro</p><p>00:48 Stratify update: concentration limits and rebalancing</p><p>02:42 Why Alphabet is in every portfolio — except Chris T&#39;s</p><p>03:57 The tech-sceptic case: waiting for the correction</p><p>06:01 Is Alphabet diversified enough to survive?</p><p>08:15 The fundamental view: valuations, CapEx and the cloud backlog</p><p>11:53 Corning: the picks-and-shovels alternative</p><p>14:12 Why a monopoly on the infrastructure beats picking winners</p><p>16:37 The strategies: scores on the doors</p><p>18:01 What&#39;s driving the gap — and the risk-adjusted picture</p><p>20:16 Ed&#39;s first sell signal</p><p>22:04 The one-day drop that means nothing</p><p>23:26 Final thoughts</p><p>Capital at risk. This episode was made in partnership with Stratiphy.</p><p>The Mouthy Money podcast — how we actually think about pensions, ISAs, mortgages, tax and the economy. New episodes every week.</p><p>🔔 Subscribe: https://www.youtube.com/@mouthymoneypodcast</p><p>📰 Mouthy Money News (short explainers, twice a week): https://www.youtube.com/@MouthyMoneyNews</p><p>📲 TikTok: https://www.tiktok.com/@mouthy.money</p><p>📸 Instagram: https://www.instagram.com/mouthymoney/</p><p>✍️ Substack: https://mouthymoney.substack.com/</p><p>📩 Get in touch: editors@mouthymoney.co.uk</p><p>Listen anywhere:</p><p>Spotify: https://open.spotify.com/show/72bQEJnPAWJprmy0B9Yy4u</p><p>Apple: https://podcasts.apple.com/gb/podcast/mouthy-money/id1712308475</p><p><strong>Important</strong>: <em>This content is for information and discussion only and is not financial advice. Capital is at risk and past performance is not a reliable indicator of future results.</em></p><p><strong>Full disclaimer</strong>: <em>Produced for general information only. Not investment, legal, tax, mortgage or other financial advice. If in doubt, consult a regulated professional about your own situation. Past performance is no guarantee of future results. Investments can fall as well as rise and you may get back less than you put in. Never invest more than you can afford to lose. More at https://www.fca.org.uk/investsmart. Captions are auto-generated and may not be fully accurate.</em></p>