Investors are poking at a potential AI bubble but haven’t been able to burst it yet, says Kevin Mahn. He thinks traders should be looking at the companies that are receiving AI capex rather than the companies spending it, arguing the growth opportunities are there this year. However, he wouldn’t count Mag 7 names like Microsoft (MSFT) out yet. He believes the AI revolution is a “long and winding road” with plenty of “potholes” ahead. He highlights Comfort Systems (FIX) and Duke Energy (DUK), Emcor (EME), Taiwan Semi (TSM) and NuScale Power (SMR).