It’s hard to talk about the market today without talking about artificial intelligence. Everywhere you look, headlines and earnings calls are filled with references to AI’s potential to reshape industries. Investors have taken notice, and many of the strongest performers in recent years, companies like NVIDIA, Microsoft, and Alphabet, have been at the center of this transformation.
At SteelPeak Wealth, we believe AI represents one of the most important technological shifts of our generation. But like every innovation cycle, opportunity comes with noise. The challenge for thoughtful investors is separating lasting change from temporary hype.
We view AI as more than a single product or company. It is a platform shift, similar in scale to the birth of the internet or the rise of mobile computing. In the 1990s, connectivity redefined communication and commerce. In the 2000s, smartphones put computing power in every pocket. Today, AI is doing something similar: embedding intelligence into every process, product, and decision.
This shift touches every sector. Semiconductors and cloud infrastructure form the “picks and shovels” of AI, powering the algorithms that enable faster decisions and deeper insights. Software companies are integrating AI to boost productivity and personalization. Even in healthcare, energy, and finance, we’re seeing AI drive breakthroughs in drug discovery, logistics, and data analysis.
The ripple effects will continue for years, creating new leaders and forcing others to adapt. That’s why we think AI is not a short-term story, but a long-term structural trend that deserves thoughtful exposure in diversified portfolios.
We are bullish on AI’s long-term potential, but disciplined in how we invest. At SteelPeak, we believe the key is to participate in innovation without betting the entire portfolio on a single theme or company.
Our Disruptors 20 strategy captures the leading edge of technological innovation. It includes companies at the heart of the AI ecosystem: NVIDIA, Microsoft, Alphabet, AMD, Palantir, and Amazon, alongside other category-defining innovators. Each position is carefully weighted, providing diversified exposure to AI’s infrastructure, software, and application layers. This allows clients to benefit from the sector’s growth while reducing concentration risk.
Our Dynamic Alpha Growth strategy also holds several companies benefiting from AI integration, such as Meta Platforms, Qualcomm, and Texas Instruments. These are businesses that not only use AI internally to improve efficiency but also build the chips, systems, and platforms that make AI possible.
Meanwhile, our Dynamic Alpha Value strategy remains balanced and resilient. While less directly exposed to AI, it includes companies like IBM that are quietly applying AI to strengthen operations and profitability. Together, these strategies reflect our broader philosophy: own innovation as part of a complete, risk-managed plan—not as a stand-alone bet.
The performance data this year reinforces AI’s staying power. In 2025, the S&P 500’s gains have been driven not just by one or two mega-cap names, but by a broader set of technology and industrial firms using AI to drive productivity. Earnings growth in AI-related sectors has consistently outpaced expectations, and even traditional industries are finding ways to harness automation and data analysis to improve margins.
Still, volatility remains part of the story. The market’s enthusiasm for AI can ebb and flow with news cycles and investor sentiment. That’s why we continue to emphasize diversification, income generation, and active risk management across every SteelPeak portfolio. We want our clients to participate in long-term innovation while staying grounded through inevitable market pullbacks.
It is tempting to chase the latest AI success story or try to time short-term swings. But sustainable wealth is built through balance, combining participation in transformative trends with strategies that generate steady income and preserve capital.
AI will create winners, but not every company riding the wave will stay ahead. The real advantage comes from thoughtful portfolio construction, where AI exposure fits naturally within a broader plan that aligns with each client’s goals, liquidity needs, and risk tolerance.
Our role as fiduciaries is to help clients navigate that balance. We study where the innovation is real, where valuations make sense, and where diversification can turn excitement into long-term results.
We are excited about what AI means for the future of investing. It represents both progress and productivity, and forces that historically drive sustained growth over time. But like every era of innovation, the greatest rewards come to those who invest with clarity and discipline.
At SteelPeak, we’re helping clients capture the upside of this new frontier while keeping their broader wealth strategy in focus. AI may be transforming the world; however, the timeless principles of sound investing such as diversification, patience, and prudence remain just as important as ever.