Dear Reader,

I've just revealed a powerful investing strategy that boils down to "Sell This, Buy That."

It's a way to rid yourself of overpriced AI stocks before the tech trade breaks down this summer...

And instead move that money into smaller, lesser-known names that are showing real potential to dethrone the "Mag 7". 

I even give away a Hotlist and Hitlist of buy and sell ideas that you can act on right now. 

Like my recommendation I call "an upgrade to Tesla stock." It's a little-known company that just inked a groundbreaking partnership with the king of AI, Nvidia. This deal virtually hands this under-the-radar firm the keys to the self-driving industries' biggest customers, putting them miles ahead of Tesla in the autonomous vehicle race.

That's why I want to put this stock on your radar before markets open. 

You can get the name and ticker symbol here. 

Sincerely,

Marc Chaikin
Founder, Chaikin Analytics

Today’s Key Points

Microsoft Jumped 17%. Meta Fell 9%. They Reported the Same Night.

For three years, investors treated artificial intelligence spending as a single trade. If a company was pouring billions into data centers and GPUs, you bought it. The details did not matter much, because the story did all the work.

On Wednesday evening, Microsoft and Meta reported within minutes of each other. By Thursday's close, Microsoft was up 16.8% and Meta was down about 9%.

That 26-point spread in a single session is the market drawing a line it has refused to draw since 2023. AI spending is no longer a virtue by itself. Investors now want to see the revenue on the other side of it, and the Magnificent Seven is no longer trading as one organism.

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