The Invisible AI Infrastructure Shift: 3 Stocks Positioned for Gains

In Today’s Masters in Trading: Live

LIVE: The Invisible AI Infrastructure Shift: 3 Stocks Positioned for Gains

Editor’s Note: Yesterday, I went live to tell you all about a fast-growing “shadow market” that’s beginning to influence Wall Street in ways most investors don’t yet fully understand.

In prediction markets like Polymarket and Kalshi, participants risk real money on political, economic, and financial outcomes. Because capital is on the line, belief shifts here often occur before analysts revise forecasts — and before stock prices fully adjust.

I’ve been tracking these probability shifts closely.

And I’ve used them to help our community lock in winners like Alphatec (213% gain) and Snap (375% gain). So far this quarter, this framework has handed us a 60% win rate and an 85.76% average return.

Interested in learning more about how I spot trades like these? I encourage you to check out the replay of my special presentation right here.

The biggest structural shift in how business gets done since the early internet is happening right now.

But it’s not another chatbot. It’s infrastructure.

A “universal plug” now let’s AI assistants like ChatGPT, Gemini, and Copilot connect to any business instantly.

This isn’t a feature upgrade. It’s a plumbing upgrade.

And plumbing is where the real money gets made.

Morgan Stanley estimates this market could reach $385 billion by 2030. But the real opportunity isn’t in the headline projections — it’s in identifying which companies own the rails.

Because just like the early 2000s, businesses that fail to plug into the new standard risk becoming invisible.

After nearly three decades trading volatility cycles — from the dot-com boom to the 2008 crisis to the post-COVID repricing — I’ve learned something simple:

Infrastructure shifts create asymmetric windows for a handful of stocks.

And right now, I’m tracking three companies positioned at the core of this transition.

One company built the checkout system AI agents use to buy things.

It’s partnered with Google, backed by Walmart, Visa, and Mastercard. But Wall Street still prices it as an online store builder.

Another company hosts the servers every AI plug runs on. Other businesses are building their AI connections on top of its infrastructure. And that essentially gives it double exposure to the trend.

A third company owns the communication lines AI agents use to send texts, make calls, and fire alerts 24/7. Agents never sleep — and every message is revenue.

In today’s episode of Masters in Trading LIVE at 11AM EST, I’m breaking down all three tickers and finding options trades live inside All Access.

ALL ACCESS MEMBERS ALERT: In today's All Access, I’ll show you the exact setups traders can use right now to gain exposure to these three tickers. Don't have All Access? Call 1-800-784-0871 to learn more.

Recommended Link

Wall Street’s $1 Trillion Blindspot — Exposed

This lesser known “shadow market” is on track to reach $1 trillion in new trades. Yet most traders, even some pros, have no idea how to use it. Which is why one veteran trader is going public with a unique way to tap this hidden market for potential triple-digit returns. Anybody can do this, once they know how — see his strategy here.

Got a Question?

Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets.

Remember, the creative trader wins,

Jonathan Rose
Founder, Masters in Trading

Who is Jonathan Rose?

In 1997, Jonathan got his start as a floor trader at the Chicago Mercantile Exchange. He traded futures on the Nasdaq and S&P 500 during the dot-com boom and bust.

In 2003, he became Director of Trading at a leading proprietary trading firm. His job was to manage the risk for the entire firm… with dozens of traders under his supervision.

In 2010, the firm sold to a billion-dollar hedge fund. And Jonathan took a career break to train for the Wisconsin Ironman.

After completing the 140-mile triathlon, in 2011, he took his trading career in a new direction. He became a market maker at the world’s largest at the Chicago Board Options Exchange. It’s the world's largest and most influential options exchange.

But it wasn’t until 2015 that he found his true passion – teaching regular folks how to trade like the pros at Masters in Trading.

Since then, he’s trained more than 100 professional traders and helped thousands of folks learn to trade options like pros. These folks not only get to learn the ropes with Jonathan. They can also follow his trade recommendations in real time.

To learn more about joining Jonathan’s thriving community, and becoming the best trader you can be, visit here.

90-Day Trade Hall of Fame

Company (Ticker)	Portfolio	Gain	Duration
Albemarle Corp.	Advanced Notice	959%	31 days
iShares Ethereum Trust ETF	Advanced Notice	275%	26 days
Alphatec Holdings Inc	Earnings Advantage	213%	18 days
Lyft Inc	Advanced Notice	209%	13 days
Canadian Solar Inc	Divergence Trader	124%	9 days
Note: These trades represent previously closed positions.

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