"What we see is clear," says Cory Johnson, Big Tech will spend big on CapEx. He urges investors to follow the money, pointing to chipmakers, networking, and data centers as some of the biggest beneficiaries. Cory adds that risk comes with hyperscalers like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN) not knowing the scope of AI's future impact. One corner of the tech trade he sees as a continuing winner: memory chips like Micron (MU).