Clint Sorenson says his firm is learning how to use "mega trends" and applying them to investor portfolios. He talks about themes he sees in deglobalization, AI, and fiscal dominance to add color to the current investment picture. SpaceX (SPCX) is one firm Clint sees as a strong, vertically-integrated AI company. He holds a similar thesis for Apple (AAPL), along with Eli Lilly (LLY) in the healthcare space.