The presenter advocates for investing in smaller AI stocks like Micron Technology (MU), Arista Networks (ANET), and Vertiv Holdings (VRT), suggesting that these companies could significantly benefit as interest rates decrease. A key point is the expected double boost to the stock market from Federal Reserve rate cuts which is higher earnings and higher price to earning rations. He states investing in companies within fast-growing sectors for maximum gains. The stocks were picked due to being in market were spending is already growing fast, they have deep business models, and the companies sells their product to the biggest hyper scalers and is already a must have for them. The global artificial intelligence market is forecast to expand 19x over the next 9 years, at a compounded annual growth rate of over 38% through 2034. Wall Street expects arista AI networking revenue to grow 70% over a year.