recipes for healthy food: The Second Act Starts Now

I've spent 37 years professionally embedded in financial markets. I've made a name for myself by identifying transformative tech trends years before the rest of the world catches on.

When you step out ahead of the crowd and make a bold call, people will call you crazy. They'll ridicule you. They'll think you're insane.

But those are the types of calls that can radically change your financial life. Years later, when you look back, you realize the slings and arrows you took were worth it.

I know this from experience…

In 2003, I spotted Apple right as the iPod was set to explode.

At the time, many people thought Apple would file for bankruptcy because the stock had plunged 83% from its all-time high. Meanwhile, co-founder Steve Jobs was shedding millions of shares via his stock options.

But I knew Apple was planning to launch a version of the iPod compatible with non-Apple PCs. This was a classic adoption story of going from a small, niche market to a massive market.

When I recommended Apple, it was trading at a split-adjusted price of $0.26. Today, shares trade around $274. That's a 105,284% gain, or enough to turn every $1,000 into over $1 million.

Then, in December 2015, I identified another early trend – the rise of artificial intelligence (AI). To position my subscribers for this idea, I urged them to buy Nvidia.

In my research report on the company, I wrote: "Nvidia is poised to become the next tech giant because of its pioneering work in the field of artificial intelligence."

When I first recommended Nvidia as an AI pioneer, the market had dismissed it as "just a PC gaming company." And the stock traded for a split-adjusted price of about 80 cents. Since then, shares have risen as much as 25,851%.

And of course, in 2016, I risked my reputation to recommend bitcoin at around $400 – when the mainstream called it a "joke." I knew digital asset adoption was a generational trend that would make early investors' fortunes.

Today, that "joke" is the eighth-largest asset in the world with a market cap pushing $1.8 trillion. And my readers have seen life-changing gains as high as 29,971% gain.

Here's the thing about tech trends and the narratives that power them: They evolve.

Every great technological boom follows the same two-act script. And fortunes are made – or missed – depending on whether you understand which act you're in.

Since the launch of ChatGPT in late 2022, AI has become the dominant narrative in the stock market. But most investors are still stuck reading Act One – and buying the wrong AI stocks.

They're chasing the "hot" names that have already had their run, unaware the script has already flipped to Act Two.

Act One: The Builders

In the early days of the dot-com boom, Cisco was the undisputed star of Act One of the internet. It built the hardware that made it possible to send information quickly and reliably across the web.

Cisco is credited with creating the first network router – an invention that simply cannot be overstated. Routers are the beating heart of the internet.

They sort, organize, and direct traffic across thousands of networks, computers, and programming languages, making the entire digital world function.

Once Cisco's routers hit the market in the early 1990s, the internet didn't grow – it exploded. The number of websites surged from just 1 in 1991 to more than 17 million by 2000, while internet traffic compounded at over 535% per year.

Today, there are over 1 billion websites – and counting.

Cisco's revenues surged from $510 million in 1994 to over $10 billion a decade later, and its market value ballooned to as high as $550 billion, making it one of the most valuable companies on Earth at the time.

That was the first act of the dot-com boom – and it rewarded investors in companies that built the physical infrastructure. But then came the explosive Act Two…

Act 2: The Beneficiaries

If the stars of Act One are the companies that build the technology… Then the stars of Act Two are the companies that use it to transform their businesses.

Take Amazon, for example. It didn't build the internet. It used it to streamline supply chains and sell products more efficiently than any retailer in history. Google didn't develop broadband networks. It used them to dominate global advertising.

Later, as high-speed cable and wireless networks spread across the country, companies like Netflix and Meta emerged – using internet infrastructure to create a streaming empire and global social media juggernaut.

Over time, the gains generated by Act Two companies far surpassed those of Act One stars like Cisco.

Since each of these companies went public…

Amazon has seen gains as high as 394,107%
Alphabet (Google) has seen peak gains of 13,608%
Meta has returned as much as 3,412%
Netflix has delivered top gains of 387,530%

Friends, when the story shifts from infrastructure to application… That's when the next wave of truly life-changing gains are made.

The Stars of Act Two

Nvidia kicked off the opening act of the AI story by building the chips and computing power that made the entire AI revolution possible.

That makes Nvidia the Cisco of AI.

Don't get me wrong. Nvidia is still a great company. It's just incredibly expensive. The time to buy it was 10 years ago, when I recommended it in 2015.

Today, Nvidia's market capitalization sits near $4.3 trillion. For investors to earn another 10x from here, the company would need to reach a $43 trillion valuation – roughly equivalent to the combined GDP of the United States and China.

So if you're buying Nvidia today in hopes of life-changing gains, you're staring into the rearview mirror.

This is the exact same mistake folks made in the early 2000s. They ignored Amazon, Google, and Netflix and bought Cisco all the way down as it dropped as much as 85%.

Cisco investors had to wait 25 years to break even. That's the cost for getting stuck in Act One.

While investors in Amazon, Google, and Netflix saw their money grow by as much as 200,000%, 10,700% and 88,900%, respectively.

That's the reward for switching over to Act Two.

Most investors will get destroyed by hanging around too long in Act One AI companies.

The time to flip your investment dollars over into AI's second act is now…

And the biggest stars of this second chapter of the AI story will come from the companies deploying AI at massive scale without incurring any of the costs of building AI's infrastructure.

Think about it logically. Netflix, Amazon, Google, and Meta all benefited from the hundreds of billions of dollars other companies spent on building out the internet.

They didn't have to lay fiber optic cable… They didn't have to invent and build millions of servers… They didn't have to lay thousands of miles of high-speed internet cable. That was all done for them.

The same will be true of the trillions of dollars that are now being spent on AI infrastructure. The massive winners of tomorrow will be the companies that use all that infrastructure for their benefit – without having to pay for it.

The lowest-risk, highest-reward players that are set to dominate AI's next act are legacy blue chips. They have massive, inefficient businesses. They will use AI to cut costs, automate operations, eliminate inefficiencies, and expand margins at an astonishing rate.

These old-fashioned, "backbone-of-America" corporate giants are positioned to become the biggest winners of the AI revolution.

Many of them already pay 3-5% dividend yields. As AI boosts efficiency and cash flow, the stock prices could 5x from here, and the dividends could double – or even triple.

Here's what I love most: These companies are largely immune to a potential AI crash because none of this is priced in.

They don't need to spend billions to build data centers or buy chips. Instead, they'll simply subscribe to best-in-class AI platforms and use that technology to completely transform their business operations, increase profits, and make shareholders rich.

And because the market still sees these companies as slow-growth relics, none of that upside is priced in yet.

That's our opportunity…

Come tomorrow, I'll reveal the biggest story developing in Act Two. It involves five legacy blue chips using AI technology developed by companies like Nvidia to supersize their earnings.

And I believe much of those profits will be returned directly to shareholders...

Friends, this is the same setup we've seen before. Act One builds the infrastructure. Act Two creates the fortunes.

So make sure to keep an eye on your inbox tomorrow morning, because right now, AI's Second Act is just beginning.

Let the Game Come to You!

Big T