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Why AI Super-Apps Could Reshape Your Portfolio in 2026
China is aggressively poaching AI talent from the U.S. to build the next super-app—a unified platform combining messaging, payments, e-commerce, and AI services. In this episode, Lucas and Luna examine the competitive dynamics, referencing a recent CNBC report on talent poaching and the Ark Invest claim that Starlink alone could support a $2 trillion valuation for SpaceX at IPO. They explore how this super-app race might impact big tech stocks and global portfolio allocation, with the Nasdaq down 3.8% over the past five days signaling investor jitters. Lucas argues that investors should watch…
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