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. C