Forget the Mag 7: The phase 2 AI trade is here Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman, with host Kenny Polcari, discuss the shift toward production for security and how to hedge geopolitical risks using the energy sector, arguing that the real AI money is moving into phase 2 industrial beneficiaries. Host Kenny Polcari joins Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman to break down the shift toward production for security, how to hedge geopolitical risks using the energy sector, and why the real AI money is moving into phase 2 industrial beneficiaries.