Emmet and Mike recap Investicon 2026, MyWallSt's investor event in Dublin, and unpack two of the biggest ideas to come out of it.
First, they break down a major shift coming for Irish investors around deemed disposal tax and long term investment savings, and why the current eight year exit tax rule has frustrated everyday investors for years.
Then they dig into 24/7 Wall Street's Eric Bleeker's AI infrastructure thesis from the event stage. Bleeker argues that the next phase of the AI boom will be defined by bottlenecks rather than headline chip releases, specifically networking and electricity constraints inside data centers. He unveils Vicor (NASDAQ: VICR), a company building vertical power delivery modules designed to move power conversion physically closer to AI processors, addressing the same kind of proximity problem that made high bandwidth memory and optics into massive markets.
They also break down what a token actually is in plain English and why token usage is becoming the real cost driver behind AI services like Claude and ChatGPT.
#MyWallSt #StockClub #Vicor #VICR #AIStocks #Investicon #ArtificialIntelligence #DataCenters #StockMarket #InvestingIreland
Stocks Mentioned:
At MyWallSt, we believe great investing is about patience, discipline, and owning outstanding businesses. Our team researches global stocks, publishes transparent performance, and helps investors build long-term wealth without hype or guesswork. Horizon is our long-term buy-and-hold service, while Prophet is a five-minutes-a-month system that has trounced the average market returns over 17 years.