Realty Income(US:O) Seeking Alpha·2026-01-12 16:38Core Viewpoint - The article emphasizes the transformative impact of artificial intelligence (AI) on the global economy and highlights the potential investment opportunities in AI-driven companies, particularly over the next decade. Group 1: Investment Focus - The retail investor's portfolio is primarily centered around leading AI-related companies such as NVIDIA, which are at the forefront of the technological revolution [1]. - There is a belief that the current phase represents only the early stages of AI's impact, suggesting significant growth and investment potential in the coming years [1]. Group 2: Market Trends - The article indicates that AI is reshaping industries and driving innovation, creating new investment frontiers for both retail and institutional investors [1]. - The investor expresses a strong passion for understanding AI's role in transforming the economy, which reflects a broader trend of increasing interest in AI technologies among investors [1].