Winners of a Split World

The idea

I believe the world is splitting into winners and losers, with AI pulling the gap wider, and I want to own both ends of that divide. The core sits in AI giants and steady consumer names built for a stretched economy, from cheap entertainment to luxury spending, with smaller stakes in policing, security, and detention companies tied to government contracts and election outcomes. I keep a small cash buffer and avoid oversized single-name bets, planning to hold for years unless the underlying trend toward polarization clearly reverses.