Dear Reader,

I just released an urgent briefing on the only move the US government has left to escape $39 trillion in debt.

Don't care? Skip this.

But if you care at all about becoming or staying wealthy in 2026, you'll want to read until the end.

The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defense budget.

There's no way to tax our way out. No way to cut our way out.

The government has exactly one move left:

Pump trillions into AI to outgrow the debt. And the asset class profiting from these trillions in spending.

BlackRock is buying. Goldman Sachs is buying. Gartner is calling it the next decade defining boom.

The last time a similar setup formed, early investors saw gains of up to 12,480%.

I'm Tan Gera, ex-Wall Street banker and CFA© Charterholder.

I've put together a workshop breaking this down in detail.

I'll name the asset class and show you exactly how to profit from this $39 trillion debt crisis.

Click here to register for the free workshop →

To your wealth,
Tan Gera, CFA©
Decentralized Masters

P.S. BlackRock and Goldman are already positioning here. On the workshop, I'll name the asset class. Reserve your seat here →

Looking Beyond CrowdStrike? 3 AI Security Stocks Stand Out

Submitted by Nathan Reiff. Originally Published: 8/17/2026.

Despite pressure in the AI space weighing on technology stocks, CrowdStrike Holdings Inc. (NASDAQ: CRWD) stands out as one of the most-upgraded stocks by analysts in recent periods. This makes sense: CRWD shares have nearly doubled year to date (YTD), and the company is benefiting from major partnerships with Amazon's (NASDAQ: AMZN) AWS and Cerebras Systems (NASDAQ: CBRS), among others. CrowdStrike is not only benefiting from the recent rotation back into cybersecurity, but is likely a primary driver of that rotation as well.

Despite the ratings upgrades, a consensus may be emerging among analysts that CrowdStrike's massive rally has left the stock overpriced. CRWD shares are about 13% above the consensus price estimate of $187.91, suggesting that some downside may be in store. Fortunately for investors, a range of AI cybersecurity and adjacent companies are positioned to avoid direct competition with CrowdStrike while still carving out important niches in this evolving landscape.

DataDog: Pioneering the Pivot From Observability to AI-Powered Cybersecurity

DataDog (NASDAQ: DDOG) is fundamentally a cloud observability company that provides clients with tools to monitor and collect data. However, over time, the company has blurred the line between observability and cybersecurity as telemetry has become increasingly important in security applications. DataDog's platform now incorporates this telemetry into AI-based tools, helping facilitate cybersecurity as part of a broader infrastructure layer for AI operations.

DDOG shares have risen at nearly the same rate as CRWD this year, climbing 88% YTD. However, the stock dipped following its Q2 2026 earnings report, despite strong results that included 36% year-over-year (YOY) revenue growth and excellent free cash flow margins. The pullback may present a brief buying opportunity.

One important distinction between DataDog and CrowdStrike is analyst sentiment. Analysts expect significant earnings growth at DataDog to fuel further upside going forward, representing a different outlook for share-price performance than the one assigned to CRWD. With 40 Buy ratings, only four Holds and a single Sell, Wall Street is close to unanimous in its positive appraisal of DataDog.

Qualys: Delivering Robust Earnings and Pure-Play AI Security, Though Valuation Warrants Caution

The only pure-play cybersecurity firm on this list is Qualys Inc. (NASDAQ: QLYS). Through its TotalAI platform, the company has expanded beyond tools that utilize AI technology to offer products designed to secure AI technology itself. Notably, Qualys is also integrating AI governance into its existing platforms, an added benefit that may appeal to customers transitioning into the AI space from other industries.

Qualys is also coming off a strong Q2 2026, which included solid top- and bottom-line results, a substantial increase to full-year revenue and earnings guidance, and growing adoption of several popular products. With $703 million in cash and a 46% adjusted EBITDA margin, the company's profitability profile is excellent. This should allow it to continue expanding while also evaluating opportunities to return value to shareholders.

Up 40% YTD, QLYS shares have exceeded analyst price predictions by about 9%. While that is not quite as much as CrowdStrike's outperformance, it has prompted some caution on Wall Street. Investors who are convinced of Qualys' long-term growth trajectory and willing to withstand potential price corrections may be most interested in the stock.

Guidewire: The Unlikely Innovator Driving Secure AI Governance in Enterprise Software

Guidewire Software Inc. (NYSE: GWRE) is an unusual company to include on a cybersecurity list because its core business is software and cloud services for the insurance industry. Still, its emerging AI governance offerings represent a crucial trend: Insurers are increasingly relying on AI agents to handle underwriting, claims processing and other services, and Guidewire's new agentic framework helps providers ensure that these systems operate securely.

While Guidewire is not providing cybersecurity solutions in the traditional sense, it signals a potentially lucrative path forward: Every enterprise that uses AI agents may need access to governance systems of this kind. The company's Qusar product may prove transformative in this area.

Separately, Guidewire's core business is executing well. In the company's last quarter, revenue grew 27% YOY, while annual recurring revenue increased 19% over the same period. A flurry of new cloud deals and success across multiple product lines point to demand for Guidewire's AI lineup. Perhaps best of all for investors, Guidewire has not yet been a major beneficiary of the cybersecurity rotation. Shares are down about 12% YTD, while analysts see roughly 25% potential upside going forward, along with broad support from Wall Street.