February 13, 2026

AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26

It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia’s moat keep shrinking.

Also available on Apple Podcasts ↗