Bob Shea says market leadership is shifting as investors rotate out of mega‑cap tech and into industrials tied to power, defense, and reindustrialization. He discusses using targeted ETFs like PWRD and BAI to capture AI bottlenecks, highlights gold as a central‑bank‑backed diversifier, and shares his outlook on names including Nvidia (NVDA), Broadcom (AVGO), Vertiv (VRT), and GE Vernova (GEV) amid yield‑curve and Fed uncertainty.