As AI investment accelerates, we explore how retail investors can capitalise on capital flowing away from software toward the infrastructure powering the revolution.

Arun Pai, Partner at Monk's Hill Ventures, shares his investment guiding stars and weighs in on whether retail investors are already late to the AI semiconductor trade.

Michelle and Arun also examine SpaceX's blockbuster IPO, unprecedented investor demand, and whether Starlink could ultimately become more valuable than the rocket business itself.

Plus, could Alibaba become the contrarian AI trade of the next decade?