Good afternoon, What if you could rewind and invest in the companies building the internet, not just the ones using it? Well, it’s happening again. AI is today’s internet moment, and while everyone’s chasing the usual suspects, a handful of giants are quietly laying the groundwork for a trillion-dollar transformation. In our most recent YouTube interview, Rob Spivey and Professor Joel Litman of Altimetry Research reveal: - The overlooked AI layer powering everything—from chips to content, and why this is where the smartest money is heading
- 3 companies with bulletproof fundamentals that are set to ride the AI wave for decades
- The same allocation strategy they’ve used to beat the market for 30 years and how it works even in today’s chaos
These aren’t speculative plays. These are profitable, well-positioned businesses leading the next chapter of AI. Click here to watch and get the full list. Happy Investing, Bridget Bennett
MarketBeat P.S. Rob and Joel walk through the exact investing playbook that’s worked for hedge funds, institutions... and their own portfolios. You’ll kick yourself later if you miss this.
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