Podcasts · Stock Sharks: The Deep End

Kevin O’Leary: The Next Big Bet — AI’s Real Winners, Uranium, Bitcoin & the $11M Card

18 Sep 2026 · 1 h 07 min

Kevin O'Leary — Mr. Wonderful — sits down across the table to reveal where his money is actually going next. It's not the AI stocks everyone's chasing.

Kevin breaks down the 5% rule that's protected his portfolio for decades — and the brutal dot-com margin call that taught it to him, losing $3-4 million an hour as Bear Stearns called every four hours. Then he gets into the trades: why the real AI winners are the companies producing electricity (including Google's $3 billion power deal in Finland), why he bought a 10% weighting in Canada the day the trade war started, and why uranium and the Nordics are his highest-conviction power plays for the next three years.

We also cover his IPO playbook, how he researches a stock in 20 minutes, buying private companies at 3.5x free cash flow, AI transforming medicine, Bitcoin and the tokenization debate, Q-Day — the quantum computing threat to crypto — stablecoins yielding over 3%, and the $11 million Mickey Mantle card he thinks trades like a Picasso in 20 years.

In this episode:

• The 5% rule and surviving the dot-com crash • The power trade behind AI • The contrarian Canada bet • Uranium, nuclear SMRs, and the Nordics • Bitcoin, quantum computing, and stablecoins • The $11M Mickey Mantle card

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Nothing in this episode is financial advice.

The episode on the publisher’s site ↗ (opens in a new tab)