On this April 2026 episode, Bear and Drowsy check back in on the AI build out with John Rotonti of Bastion Fiduciary. John talks pix and shovels of the AI build out and answers questions on if &quot;we are too late, valuation wise&quot; on the AI trade. We discuss how we are still maybe not even on the field yet to use a baseball analogy of what AI, and investing in AI, may become. And as always, Bear and Drowsy share portfolio updates in their ever long investing battle.<br><br>Stocks mentioned: NVDA, GOOG, AMZN, VRT, ETN, GEVN, PWH, RBRK, CRWD, and More

Episode 20: John Rotonti on the AI Buildout and "Multiple Worlds"

Shooting the Bull With Drowsy and Bear

Hey guys and welcome to episode 20 of Shooting the Bull Pod with Drowsy and Bear. As always, you can reach us on Twitter at investing underscore bear or at drowsy investor. You can hit us up by email at shootingthebullpod2025 at gmail.com. And without further ado, we want to welcome back our first three-peat guest. John Rotonti is a portfolio manager at Bastion Fiduciary. He is one of our absolute favorite guests to have on and just an unbelievable investing resource. So John, welcome back for now.

Number three. Thank you all so much for having me. Honestly, when you texted me a few weeks ago to invite me, I was just kind of thinking like, man, I miss having a good conversation with Drowsy and Bear. And then the text popped up. So I always look forward to these conversations. Well, for now. To start the conversation, we, John, we had you on on episode four, which was in August of last year. And in episode four, you absolutely blew our minds by introducing us to AI infrastructure companies like you.

Eaton and Vertiv and other of the companies that are actually building infrastructure to allow AI to develop. In episode nine, which took place in November, again, too long ago. But you talked about where we were in the process and telling us about the power usage and really ahead of the curve on where we were focused and really where the investing community now is the common wisdom of the bottlenecks.

You had talked about how we were focused and really what we were focused and really what we were focused on. And so I wanted to kind of hit on two facets.

Episode 20: John Rotonti on the AI Buildout and "Multiple Worlds"

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Episode 20: John Rotonti on the AI Buildout and "Multiple Worlds"

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.