6 Winning AI Stocks Beyond Nvidia and Big Tech w/ @TheRonnieVShow AI stock picking feels impossible right now. That’s usually the signal that the trade is evolving. This episode breaks down how to spot AI winners when Big Tech is crowded, using margins, infrastructure, and second-order effects. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:26 - Fluence Energy Recap: 50% Rally 03:24 - Zeta Stock Overview 05:52 - Zeta x OpenAI Partnership 07:35 - Ads Disruption: SEO vs GEO 13:39 - Mobileye Stock Breakdown 17:13 - Mobileye Robotaxi Plans (VW, Lyft) 20:18 - Yieldseeker 20:50 - Bridge 22:57 - Aduro: Trash to Energy 27:22 - Pagaya: AI Loan Platform 29:15 - Ronnie’s Investing Framework 31:09 - Operating vs Net vs FCF Margins 33:13 - Pagaya Valuation (DCF Model) 34:49 - DLocal Stock Breakdown 37:12 - DLocal Revenue & Google Deal 38:46 - Top Pick for Next 6 Months 39:13 - Wrap-Up