Investors should use dollar-cost averaging when investing in AI because the market will inevitably experience cycles of growth and pullbacks.

“I would just dollar cost average like time in market is always smarter than timing the market. Just slow and steady is going to win the way win the win the race here because the scenario is like you just want to take it as it comes.”

The AI trend will drive the S&P 500 to 10,000, though he anticipates a 20% pullback on the way.

“I think that this AI trend takes the S&P 500 to 10,000. Obviously, not in a straight line. There's the hedge. There will be corrections. I do expect a 20% pullback before we get there.”

AI capital expenditure is the most significant driver for the market and is fueling a major, long-term economic expansion.

“The reality is that's secondary. It's it's important. Trump G tariff negotiation important. But it is a distant second to AI capex for 2026.”