In the latest episode of Ticker Take, I spoke with Hatem Dhiab of Gerber Kawasaki Wealth & Investment Management about a simpler way to approach AI investing. His view is that investors may be overthinking the trade. Instead of chasing dozens of names, Dhiab focuses on what he calls the “Core 4,” four companies at the heart of the AI economy. Together, they form the essential building blocks of the AI buildout: chips, memory, connectivity, and power.