Market Matters: Shay Boloor on Next AI Boom, Recapping PLTR & DOCN Investments

Shai Belor, chief market strategist at Futurum Equities and creator of The Daily Signal, argues that the next wave of AI disruption won't come from flashy frontier models or big tech alone—but from industries with massive, underutilized data sets that are ripe for transformation. Drawing from his background in healthcare, where he once managed national drug pricing at Kaiser, Belor identifies healthcare as the most promising frontier for AI application, not just because of its data abundance but because of its potential to save lives and improve outcomes at scale. He challenges the narrative that AI will kill search, pointing instead to Alphabet’s resurgence: Google’s search engine is thriving, bolstered by AI features, TPUs (custom chips), and a dominant ecosystem across Gmail, YouTube, and Google Cloud. Belor also highlights Amazon’s underappreciated chip business—Tranium, Graviton, and Nitro—as a hidden engine driving AWS’s explosive growth and re-rating. For investors seeking alternatives to the Mag7, he champions DigitalOcean as the 'inference cloud' for AI-native startups, arguing that smaller, nimble players can thrive in the inference boom where 'good enough' AI performance is sufficient. His central thesis? The AI revolution is still in its early innings, and the real winners will be those who build the infrastructure and applications that turn raw AI power into tangible value—especially in sectors like healthcare where the stakes are highest.