Buy into the AI buildout.

Nobody knows which part of the buildout ends up capturing the money. This holds the supplier side and the spender side at once, with 30% in tokenised Treasuries so the whole thing isn't riding on AI capex. It's the boring answer. It's also the one we'd tell a friend to buy first.

This is a recommendation, and here is what it is worth. We are not licensed advisers and we know nothing about you. Not what you earn, not what you already hold, not when you need the money back, not what it does to your tax. Nobody who knows none of that can tell you what to buy. What we can do is show our reasoning and where it breaks, which is what the rest of this page is. Decide for yourself, and treat anyone who is more certain than this with suspicion.