The AI boom is entering a new phase.

An important distinction is becoming impossible to ignore: AI spending and AI profits are not the same thing.

Some companies are generating enormous cash flows from the buildout. Others are burning through billions just to tread water. While investors crowd into the most obvious AI trades, some of the market’s strongest businesses are overlooked.

That disconnect is the focus of our latest training: The New AI Gold Rush: Exploit Wall Street’s Ultimate Blind Spot. We show investors where we think the real opportunities are, why proprietary data is more valuable as AI itself becomes commoditized, and how our research is uncovering stocks with exceptional fundamentals and attractive valuations.

If you missed the live training, you can watch the replay here.

The AI gold rush is real. But the obvious AI stocks are no longer the obvious winners. Time to find the stocks to lead the next leg in the market.

See everything we published this week for more examples of how we leverage superior fundamental data to discover opportunities in the market.

Long Idea:

We’re here to remind investors that more upside potential remains in this stock, as the underlying business is best-in-class and will continue to profit from an aging population for years to come.

They Can’t All Be Winners:

It’s no secret that the AI race has turned cash printing machines into huge cash incinerators. In our latest report, we show who’s most likely to win the AI race and the astronomical risk in other AI stocks.

Economic Reality Check Earnings Watch Party:

In our latest Earnings Watch Party, we gave our readers free insight and separated fact from fiction regarding consumer spending, housing demand, industrial and agricultural health, and much more. Watch the free replay now! Stocks discussed include WMT, TGT, HD, LOW, DE, BABA, ADI, and more

Model Portfolio Updates:

We updated our Safest Dividend Yields Model Portfolio.

We also updated our Focus List Stocks: Long Model Portfolio.

Danger Zone Podcast:

CEO David Trainer joined Chuck Jaffe to discuss why AI stocks burning billions in cash are in the Danger Zone.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research