| Nobody wants to admit it… But the economy has lost its mind. Slap the letters AI on anything and you can raise millions of dollars. We’ve even got companies with no product, no earnings, no real idea raising billions of dollars. And this is something we’ve seen many times before. Whenever a truly transformative technology shows up… whether it was railroads, the internet, cryptocurrency… the pattern is the same. Capital pours in on the promise of what might happen… not what’s actually happening... investor expectations outrun reality… and the narrative itself becomes more important than the actual product. And we’re seeing all the classic signs of over-exuberance right now. 374 of S&P 500 companies mentioned artificial intelligence on their recent earnings calls… and nearly 90% of those references were positive. No discussion of downside or execution risks, just dropping mentions of AI to get the Street excited. However, while they’re mentioning it on earning calls, reports are showing that the real value these companies are reaping is negligible… A report from MIT showed a staggering 95% of the companies who’ve adopted AI aren’t seeing any meaningful results from it yet. Worst still, another report found that 42% of businesses had already scrapped most of their AI initiatives… up drastically from 17% last year. And I realize this isn't what people want to hear… Pushing back against the AI hype isn’t popular, but ignoring the data won’t change where this is headed. And it won’t save your portfolio if you choose to ignore it. Because when the hype dies down (and it will die down) there will be a brutal unwinding of some of the most overhyped assets in American history. Silicon Valley insiders like Peter Thiel, and Wall Street legends like Michael Burry are already beginning to dump shares. We’ve seen this movie before… In 1999, this exact pattern led to the total destruction of once-“untouchable” giants like AT&T, Yahoo, and AOL… while a small group of companies quietly positioned themselves to thrive in the new paradigm. This time, the script is even more extreme. And the part almost nobody understands is this: The biggest winners won't be the AI companies you know about. Not OpenAI, AMD, Palantir, or some obscure chip maker. No. The real opportunity… the one that I believe could define the next decade of American prosperity, lies somewhere else entirely. Because while the world is distracted by chatbots, GPUs, and billion-dollar data centers… One ignored corner of the market is about to become the most critical keystone of the entire AI ecosystem. Understand it… and you could position yourself to thrive during the greatest economic transition since the birth of the internet. I’ve put together a full presentation that outlines everything, including - The coming tech apocalypse (and why stocks like NVIDIA could cost you dearly in the near future)
- The “Keystone” the AI industry depends on more than anything else
- The companies that my research indicates will survive and thrive through this paradigm shift
- Plus much more.
You can see it right here, free. Good investing, Porter Stansberry | 
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