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Dear Reader,
Do you hold any of these AI stocks?
Wall Street insider Jason Bodner — the man who called Nvidia at $4.50 — says today’s AI stocks are about to hit a wall.
And a completely different group of AI firms… names Wall Street is starting to ignore… are about to take off.
This has nothing to do with SpaceX…
A new chatbot…
Autonomous robots…
Or anything you’re likely hearing about.
It has to do with a brand-new “light-speed” device turning AI as we know it into “Accelerated AI”…
Making it 100 times faster…
And 100 times more energy efficient — right here, on Earth.
Already, some of the biggest tech investors like Elon Musk, Mark Zuckerberg, Cathie Wood, and Bill Gates are moving money into it.
Just to name a few…
They’re all moving money to prepare for what’s coming.
But you won’t hear anything about it in the mainstream news…
In fact, TV pundits spent most of this past year talking about AI worries and its “existential risk” to jobs…
Or arguing whether we’re in an AI bubble and when it would pop…
That’s why most Americans won’t see it coming until it’s too late.
Don’t be one of them…
Because if you’re holding the wrong AI stocks when “Accelerated AI” goes mainstream…
You could spend the next decade just trying to claw back to even…
But if you make the one move Jason reveals in this urgent video message…
The next 12 to 24 months could hand you bigger gains than the entire AI boom of the last three years.
Click here to hear the full story and get ahead of the crowd.
But hurry, because this opportunity won’t stay hidden much longer.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
P.S. Jason also shares details on 10 popular AI stocks he says you must dump before this shift goes mainstream. Names sitting in millions of 401(k)s, IRAs, and brokerage accounts. Click here to see if yours made the list.
Blueprint for a Billion: Nebius Group Secures the AI Floor
Written by Jeffrey Neal Johnson. Article Published: 7/15/2026.
Key Points
- Nebius Group's stock dropped roughly 6% on 15 million shares traded as macroeconomic concerns triggered a broad sell-off across high-beta technology names.
- A $1 billion, NVIDIA-backed Reflection AI contract running through 2029 expanded Nebius Group's contracted backlog to an estimated $50 billion, bolstering revenue visibility.
- Insider share sales by Nebius Group's CEO and CTO appear to reflect routine liquidity events rather than diminished confidence, given the company's operational progress.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
The broader technology sector is currently navigating a sharp, liquidity-driven rotation. Recent macroeconomic shifts and tepid June payroll data have prompted institutional capital to lock in profits, triggering a broad sell-off across high-beta momentum equities.
Nebius Group (NASDAQ: NBIS) has found itself caught in the middle of that sell-off, with shares falling about 6% on heavy trading volume of 15 million shares.
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Click here to get all three AI stock names from Alexander GreenStepping back from the noise, Nebius's underlying business fundamentals suggest a structural advantage that the market may be mispricing.
Initial reactions to macroeconomic data often lead to blanket selling across an entire sector, regardless of individual company execution.
For diligent investors, these sector-wide rotations can create opportunities to evaluate infrastructure providers that are expanding their operational moats while their share prices consolidate.
Reflection AI Deal Cements the Neocloud Foundation
Nebius Group recently executed a $1 billion forward compute contract with Reflection AI. The agreement secures raw infrastructure supply for the startup through 2029, reinforcing Nebius Group's role as an essential provider in the generative AI ecosystem and helping de-risk its long-term revenue pipeline.
By locking in a billion-dollar forward contract, Nebius Group achieves something rare in the volatile tech sector: financial clarity. The market often worries about software churn and the risk that a popular AI application could lose its user base overnight to a faster competitor.
Nebius Group is largely insulated from that software risk. It operates as the digital landlord, leasing the physical compute required to run complex models regardless of which software application ultimately wins the consumer race.
Beyond the size of the deal, the counterparty's strength adds another layer of support. Reflection AI is backed by NVIDIA Corporation (NASDAQ: NVDA) and is currently finalizing a funding round at a $25 billion valuation. Reflection AI also recently executed a similar multi-billion-dollar compute contract with SpaceX (NASDAQ: SPCX), illustrating the strength of enterprise demand. This substantial capitalization helps support the agreement, turning the $1 billion contract into a potential revenue floor rather than a speculative projection.
Trading CPUs for Next-Gen GPUs
To understand the magnitude of this catalyst, it helps to break down the mechanics of the neocloud business model. Traditional cloud providers operate legacy data centers built heavily around CPUs. Neoclouds like Nebius Group are designed from the ground up to host high-density GPU clusters, which are essential for training frontier artificial intelligence models.
Legacy data centers face severe thermal and structural limitations when retrofitting facilities to meet the power-dense requirements of modern AI training. Nebius Group purpose-builds its facilities to accommodate the extreme liquid-cooling and power loads required by the latest hardware. This architectural foresight gives the company a distinct technical advantage, allowing it to lease capacity at a premium to startups and enterprises that cannot afford deployment delays.
Unpacking a $50 Billion Backlog Buffer
The Reflection AI deal pushes the total reported contracted backlog for Nebius Group to an estimated $50 billion. For investors modeling future cash flows, a backlog of this magnitude acts as a shock absorber against cyclical uncertainty. Recent quarterly filings highlight a staggering 684% year-over-year revenue surge.
When reviewing the headline financials, a stated net margin of over 95% immediately stands out. Investors need to strip away accounting anomalies to evaluate the true operating reality. Recent filings indicate that a $781 million non-cash gain skewed quarterly net income heavily. Adjusted operating metrics actually reveal a 20% widening in net losses.
Far from being a red flag, that widening loss is a direct result of the heavy infrastructure capital expenditures required for hardware procurement. Nebius Group is deploying significant capital to scale its data centers today, which should translate into leasing capacity tomorrow. It is a classic infrastructure build-out phase that precedes deep free cash flow generation.
Securing the NVIDIA GB300 Hardware Pipeline
A prevailing bear thesis surrounding Nebius Group centers on the imminent threat of traditional hyper-scalers entering the third-party hardware leasing market. The fear assumes that if tech giants pivot to leasing out their excess compute, the sudden surge in supply will compress margins across the specialized neocloud sector.
This perspective mischaracterizes Nebius Group's strategic positioning. Market data confirms that Nebius Group holds active partnership agreements with both Meta Platforms (NASDAQ: META) and Microsoft Corporation (NASDAQ: MSFT).
Rather than acting solely as competitors, these hyper-scalers often use specialized neocloud infrastructure to handle overflow compute demand and run distinct, segregated workloads. Nebius Group is effectively hedging against hyper-scaler encroachment by embedding itself directly into broader operational supply chains.
More importantly, Nebius Group maintains a highly privileged strategic alliance with NVIDIA. In an environment defined by global semiconductor bottlenecks, capital alone is not enough to build a data center; guaranteed access to hardware is also required. Nebius Group holds prioritized allocations for next-generation GB300 clusters. This hardware pipeline serves as an operational moat.
Finding Asymmetry in the Infrastructure Cycle
It is entirely natural for a stock with a $49.5 billion market capitalization on $529.80 million in trailing 12-month sales to experience sharp volatility. Trading at a trailing price-to-sales multiple of 93, Nebius is undeniably priced for flawless execution. When the market rotates away from technology, high-multiple stocks inevitably face the heaviest selling pressure. The recent pullback aligns logically with this sector consolidation.
Some market participants have pointed to recent insider distributions as a reason for caution. Regulatory filings show a 16,937-share sale by the chief technology officer and over a $10 million block sold by the company's CEO. Contextualizing these sales against the total outstanding share count of over 250 million reveals them as standard liquidity events, largely tied to normal compensation structuring.
Systematic selling can be a warning sign, but these specific distributions do not indicate a fundamental lack of executive conviction, given the scale of recent operational victories.
The artificial intelligence gold rush requires immense physical infrastructure, and the market is rapidly separating speculative software developers from foundational hardware providers.
Nebius has successfully secured its position as a premier pick-and-shovel operation, insulated by a robust backlog and anchored by multi-year tier-one counterparty contracts. Patient capital may view the sell-off as a compelling entry point into a business that has locked in its revenue pipeline for the rest of the decade.
TSMC Just Gave AI Chip Bulls Another Reason to Stay Confident
Written by Leo Miller. Article Published: 7/17/2026.
Key Points
- Taiwan Semiconductor Manufacturing Company reported record second-quarter results as demand for advanced AI chips remained strong.
- The company raised its full-year 2026 revenue outlook to slightly above 40% growth and lifted its capital expenditure guidance.
- TSMC’s higher spending plans and U.S. investment expansion provide a positive signal for the broader AI semiconductor supply chain.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Investors widely view the results of Taiwan Semiconductor Manufacturing Company (NYSE: TSM) as one of the key barometers of the artificial intelligence (AI) chip trade. That is because the company controls a massive share of the advanced AI chipmaking market.
TSMC just provided investors with its latest financial update, releasing its Q2 2026 earnings report. Notably, TSMC delivered its fifth consecutive quarter of record revenue and profits. The company also sharply raised its full-year growth outlook and capital investment plans.
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Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.
Click here to get all three AI stock names from Alexander GreenThe results sent a clear message to the broader AI chip trade: demand is still running hot.
TSMC Delivers Strong Growth, Boosts Full-Year Outlook
In its latest quarter, TSMC posted revenue of $40.2 billion, up about 34% year over year (YOY). The figure came in at the high end of TSMC’s guidance range of $39 billion to $40.2 billion. Additionally, earnings per American Depositary Receipt came in at $4.31, up more than 77% YOY and ahead of estimates.
TSMC expects growth to accelerate next quarter. It forecasts sales of between $44.6 billion and $45.8 billion, or $45.2 billion at the midpoint. Hitting that midpoint would imply growth of 37% YOY.
TSMC also said advanced technologies accounted for 77% of total wafer revenue. That is a notable increase from 74% in Q1 2026, underscoring rising demand for more advanced chips.
One of TSMC's strongest signals was its full-year growth outlook. The company now expects revenue, in U.S. dollar terms, to grow by slightly more than 40% in 2026. Last quarter, TSMC reported this figure above 30%, a huge increase in the company’s full-year growth expectations in just one quarter and a sign of strong demand momentum.
In the words of TSMC Chairman and CEO C.C. Wei, “AI-related demand continues to be extremely robust.” Wei went on to note that “our customers and customers' customers, who are mainly the cloud service providers, continue to give us very strong signals and a positive outlook. Thus, our conviction in the multi-year AI megatrend remains very high.”
TSMC Lifts 2026 Spending Forecast, Adds $100 Billion to U.S. Investment Plan
TSMC's long-term capital planning provided another key signal for the AI trade, with the company raising its 2026 capital budget guidance to $60 billion to $64 billion. That is up from its prior range of $52 billion to $56 billion and would represent a sharp increase from 2025 spending if TSMC lands near the midpoint of the new range.
TSMC also said it would invest an additional $100 billion in the United States. This money will go toward building advanced chipmaking and advanced packaging facilities in Arizona. The company will make this investment over several years, with C.C. Wei noting that the $100 billion would “probably” result in four additional fabrication facilities.
Companies, especially those involved in manufacturing, do not make capital expenditure (CapEx) decisions lightly. If they overbuild, supply could outpace demand. That would leave facilities underutilized and create negative pricing pressure, significantly hurting their ability to achieve their desired return on investment.
To make these decisions confidently, TSMC's demand for its products must be extremely strong. C.C. Wei says that it is, and TSMC’s CapEx planning shows the firm is putting its money where its mouth is. This is the same confidence that allows the company to boost its growth guidance from “over 30%” to “over 40%” in just one quarter.
TSMC notes that it performs significant due diligence before expanding capacity. This includes ensuring that its chips do not simply enter customer inventory, but are actually deployed, to demonstrate that demand can persist.
TSMC Results Validate AI Chip Demand
TSMC’s demand is downstream of demand from top AI chip players like NVIDIA (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO). Demand for these names ultimately comes from AI hyperscalers, who buy chips to build data centers and enable AI products to proliferate. When TSMC raises its growth outlook, it is because chip players are seeing very strong demand from hyperscalers.
In turn, TSMC’s results provide real validation of the demand expectations around top chip players, since companies like NVIDIA and Broadcom would not be increasing their orders unless hyperscalers were still committing to large AI infrastructure purchases. When it comes to supporting the broader AI semiconductor rally, TSMC’s results and forecasts provide a strong positive signal for the future.
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