If I were investing, I'd look for some small/medium cap with unrealized IP for AR/VR.

Alternatively, something in an industry downstream of AI that disproportionately benefits from it. The industry would have struggled to automate because their problems are too messy/expensive.

It's all feels like such a roulette wheel though compared to bitcoin. If you're going to invest in equities in this market (I wouldn't), it seems like you have to diversify.