Editorial companion

What stands out

Adam Johnson, a portfolio manager who says he bought more AI and chip names after a brutal week, defends that decision on the record and walks through the specific names and macro forces that justify it. He ties the trade to flows from Gulf sovereign wealth into U.S. AI labs and debates whether high oil is still a structural market enemy, while previewing Apple and Palantir earnings and arguing why companies like Marvell and Tesla deserve a closer look. The conversation is notable because it is a practitioner publicly adding risk into a sector that just lost a huge chunk of market value.