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With regular weekday Digest writer Jeff Remsburg on vacation, we’ve asked some of InvestorPlace’s top analysts to share the ideas they’re most excited about right now.

Today, we’re passing the baton to Thomas Yeung, Eric Fry’s research analyst and fellow Digest writer. After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom is eager to explain what individual investors can learn from it.

More importantly, he shows why Eric believes the next phase of the AI boom may reward a very different group of companies than the last one. If Tom’s essay leaves you wanting the bigger picture, go ahead and watch Eric’s free Market Shock presentation, where he explains his “Golden Rivets” framework and shares the companies he’s watching most closely.

We’ll let Tom take it from here…