recipes for healthy food: Buy These Stocks Before July 8th

May 23, 2026

Teeka Tiwari

Friends,

I’m issuing a buy recommendation on a small group of stocks that are participating in what I call…

“Nvidia’s $16 Trillion Paycheck Program.”

I believe these stocks will not only release a tsunami of cash to its shareholders…

But they will be the ONLY ones that will explode 100%, 200%, 300% or more in the next stage of this AI revolution.

That’s why I just issued an urgent recommendation.

And you must act before July 8th.

I explain why here.

Let The Game Come To You!

Big T

In case you missed it, here’s Big T’s Digital Asset Daily

It’s the night of December 5, 1996. Somewhere in America, there’s a guy called Hank who can’t sleep.

Earlier that day, Fed chair Alan Greenspan got on his soapbox and warned the entire country about the market’s “irrational exuberance.”

The Dow has hit 6,600 for the first time. The Nasdaq is up 23% this year alone. And now the most powerful banker in the world is saying what Hank has been thinking for months: This can’t last.

So Hank does what he thinks any rational person would do. He sets an alarm for 9:30 AM, and as soon as the market opens, he calls his broker to sell it all.

He gets rid of his Microsoft shares… his Dell shares… his Apple shares. Once he’s in cash, he feels like a weight has been lifted. Then he waits for the crash. But it never seems to come. Days turn into weeks… which turn into months… which turn into years.

One morning in early 2000, he opens the pages of the Wall Street Journal: The Nasdaq is above 4,500, a new all-time high. He does the math. Three years of sitting in cash, and the market has nearly quadrupled without him. He has no way of knowing the crash is only weeks away.

It wasn’t until March 10, 2000 that the dot-com bubble finally popped. More than three years after Greenspan’s speech. Hank had been right about the bubble. He was just catastrophically early.

Now, before I go on, I should tell you Hank isn’t someone I know. He’s fictional… But there were thousands of Hanks in 1996. Maybe you knew someone like him.

I was too young to be in the markets then. But these days, I think a lot about the Hanks of that bubble era. Because the clues I’m seeing right now tell me it’s not 2000 yet. It’s still 1996.

And I’m determined not to make Hank’s mistake – in either direction.

It’s Still 1996

In 1996, more wealth had been created faster than at any other point in American history. Panic sellers were certain the crash was imminent.

From its 1990 low of 325 to December 1996, the index more than quadrupled. This is what the tech-heavy Nasdaq index looked like when Hank sold all his stocks…

Investors who saw this chart in late 1996 saw a market that looked dangerously extended. But they were only halfway through the run.

Now zoom out…

From December 1996 to the March 2000 dot-com peak, the index ran from 1,328 to 5,132 – a 286% gain in just over three years. Investors who sold to cash in 1996 missed all of it.

That’s what makes bubbles so brutal. They don’t ring a bell at the top. They punish the people who stay too long… and the people who leave too early. And right now, AI investors are walking into a similar setup.

It’s why Teeka has been sounding the alarm since late last year.

Some of the hottest AI stocks like Lumentum, ARM Holdings, and Cerebras Systems trade at an average earnings multiple of 235. You’re paying $235 today for every $1 those companies earn in a year.

That’s more than 7.3x the valuation of the entire S&P 500. His words: “If that’s not a red flag, I don’t know what is.”

I can’t argue with that. And if you’re near or in retirement, the math is even more unforgiving than it was for Hank.

Cisco took 25 years to break even after the dot-com crash. Sun Microsystems never recovered. If you’re 60 years old and your retirement account gets cut in half, you don’t have 25 years to wait.

So the instinct is to do what Hank did. Sell everything. Move to cash. Wait it out.

But here’s something Hank didn’t have to worry about.

Hank Was Paid to Wait. You Are Not.

In the late 1990s, inflation was running around 2%, near the lowest levels in a generation. A money market account was paying 4-5%. Hank was earning roughly 2-3% per year after inflation.

His cash was actually working for him. A dollar parked in 1996 was still pretty close to a dollar four years later, and it had earned a little along the way.

Today, those numbers have nearly converged. And not in your favor.

Inflation is running at 3.8% and accelerating, driven in part by the oil shock from the Iran war. High-yield savings accounts are paying around 4-4.5% at best – and the Fed has been cutting rates since late 2025.

The real return on your cash right now is somewhere between zero and barely positive.

At 3.8% inflation compounding over four years, $1 left in cash today becomes roughly $0.82 in real purchasing power. You lose 14 cents on every dollar just by standing still.

Hank was getting paid to wait. You are not.

Cash isn’t safety anymore. It’s just a slower way to lose.

So that’s the trap. Stay in the high-flying AI names and risk a wipeout you can’t recover from. Move to cash and let inflation quietly destroy what you’ve spent decades building.

Most investors think those are the only two options. They’re wrong.

The Third Option Most Investors Are Missing

The investors who came through the dot-com era best weren’t the ones who stayed in Sun Microsystems or the ones who fled to cash.

They were the ones who rotated out of the bubble names and into businesses that would keep earning regardless of whether the party ended tomorrow or three years from now.

That’s what I’m doing. And it starts with asking one question: What does the AI race need, no matter who wins it?

Stanley Druckenmiller – the man who managed George Soros’s Quantum Fund and has never had a losing year in over three decades of investing – just disclosed a new position in his 13F filing.

He didn't buy Nvidia. He bought a power generation company that has signed contracts with hyperscalers.

We recommended that company, Bloom Energy, to Asymmetric Edge subscribers on December 23, 2025. This was months before Druckenmiller’s filing became public.

We’ve since taken a “free ride,” locking in enough gains to cover the original investment entirely. The rest of the position rides at zero cost. Shares are up over 203% from our entry.

That’s exactly the kind of setup we’re looking for inside Asymmetric Edge: companies tied to the AI buildout, but not dependent on guessing which AI model, chip, or software stock wins. Teeka recently put together a video briefing on this – where he shares details on the companies he believes could benefit next as this AI power bottleneck gets worse.

You can watch it here.

The underlying logic is this.

The scale of AI capital spending is almost impossible to fathom. One year ago, consensus estimates for hyperscaler capital expenditures stood at $365 billion. Today that figure has nearly doubled to $725 billion for 2026 alone.

To put that in perspective: $725 billion is larger than the entire GDP of Singapore. It’s roughly equal to the market cap of JPMorgan Chase. It’s more than three times the combined value of every NFL team in the country.

And almost all of it runs on electricity.

U.S. data centers already consume more than 4% of total American electricity. By 2030, that figure is projected to more than double.

An AI training rack draws three to five times more power than a conventional server rack. The next generation will draw even more. Right now, 11 gigawatts of planned data center capacity sit stalled – not for lack of capital, not for lack of demand, but because power simply cannot be secured.

We don’t know who wins the AI model war. We don’t know whether Nvidia holds its chip dominance or whether Palantir lands the government contracts. What we do know is that every competitor in this race needs power, and that need is only growing.

The companies supplying that power don’t need AI to deliver on every promise. They don’t need the bubble to keep inflating. And unlike cash, they generate real earnings, pay real dividends, and hold their value when everything else is repricing.

I’m 32. I can afford to be early. Many readers can’t.

That’s why Teeka’s approach matters so much here: don’t gamble on the bubble, and don’t hide in cash. Own the companies AI needs no matter what.

In the special briefing he put together, he shares details on the companies he believes are best positioned for this AI power buildout.

To see the full portfolio – the power generation companies with signed hyperscaler contracts, the blue-chips using AI to compound their lead, and the names he believes have the most room to run – you can watch it here.

In 1996, the “Hanks” of the world lost out on tripling their money waiting for a crash that took three years to come. Always remember, pockets of value can be found in any market. The AI trend isn’t going away. But with valuations at insane levels, you must only buy things that win no matter who ends up winning the AI race.

Those are the kind of stocks that will survive and thrive no matter what. You cannot disintermediate a power plant, a barrel of oil, or a bushel of wheat. Those are the stocks we’ll be holding when the next inevitable disaster strikes the most expensive AI names.

Don’t Watch the Future Happen. Own It!

Houston Molnar