The AI bull run has a few years of legs left to run, says Intelligent Alpha's Doug Clinton

Nvidia Earnings and Market Position - Nvidia is expected to beat revenue and EPS estimates, potentially alleviating concerns about AI [2] - Nvidia's valuation, with a forward earnings multiple in the low 30s, is considered reasonable compared to other tech companies [3] - The AI bull market is projected to continue for another 2-4 years [4] AI Market Dynamics - The AI market is currently considered "hot" and may experience periods of cooling off [5] - Data Dog (DDOG) is highlighted as a potentially beneficial AI-related investment due to the increasing need for observability in enterprise AI applications [6] Alternative Investment Opportunities - Solar energy is identified as a non-AI investment opportunity, potentially benefiting from increased domestic manufacturing and policy adjustments [7] - The increasing strain on the power grid supports the bullish argument for solar energy [8]