Executive Summary
Alphabet delivered 70% returns in 2025 by transforming from AI victim to AI victor, directly contradicting the year-opening narrative that OpenAI would destroy Google's search monopoly. The company emerged as the dominant force in both autonomous vehicles and streaming, while simultaneously proving search remains defensible against AI disruption. This represents a classic variant perception play where operator reality diverged sharply from market fears. Meanwhile, Rocket Lab's 100%+ gains reflec...
Key Investment Opportunity
AI Narrative Reversal Play
Companies initially feared as AI disruption victims may emerge as integration winners
...and 2 more investment opportunities
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