Dear Fellow Investor,
The AI headlines today…
From chipmakers dragging down the whole S&P 500…
To AI executives fearing for their lives…
Love it or hate it, AI is here to stay.
And while the market is punishing AI companies again for outrageous infrastructure spend…
And it is stunning - $16 billion every single week -
Microsoft keeps saying the same thing on every earnings call:
Demand for AI computing power still exceeds supply.
And they keep writing bigger checks.
Now, here’s what the headlines missed completely.
AI just went through a phase change.
The AI we’ve been hearing about for the past two years was phase one - chatbots answer your questions. They do nothing until you ask the next one.
Phase two is agentic AI. And it’s a completely different animal.
Agentic AI doesn't wait for instructions. It takes action.
It sets its own goals.
It runs entire workflows — writing code, managing supply chains, making thousands of decisions per hour — around the clock, without being told what to do next.
IBM calls it "the next evolution of AI."
And NVIDIA's CEO Jensen Huang says agentic AI has sent demand for computational power surging by 1,000%.
In just two years.
Think about what that means.
A 1,000% increase in demand for computing power means every data center, every chip, every mile of fiber connecting them, every turbine powering them, and every pound of copper wiring them together just became 10X more valuable.
And yet most investors are still staring at NVIDIA and wondering if they're too late.
They're looking in the wrong place.
Here's a lesson 35 years as a professional investor have burned into my brain:
When a giant crosses the trillion-dollar mark, it's too late to get rich on the giant. But it's not too late to get rich.
Because every time one of these firms crosses that line, a ring of tiny companies around it lights up too.
The suppliers…
The partners…
The firms that own the infrastructure the giant can't operate without.
That's how my readers had a chance to ride Palantir from $7 to as high as $207…
Axon from $28 to $885…
Rocket Lab from $3.80 to $151.
Micron from $54 all the way into the trillion-dollar club.
The pattern is always the same:
Buy the tiny supplier before Wall Street changes its mind about what it's worth.
Right now, I've identified the secret supplier behind the entire agentic AI buildout.
One that Nvidia, Microsoft, Google, Amazon, and Meta are all paying to use.
Here's why the timing matters:
Starting July 23rd, the biggest spenders on the planet begin reporting earnings.
That's when they’ll start revealing exactly how much more they're pouring into agentic AI.
Every signal says those numbers are going up — again.
When they do, this tiny supplier could be re-rated virtually overnight.
I've put together a full briefing on what's happening — the $335 trillion opportunity behind agentic AI, the hidden supplier positioned at the center of it, and why the window to get in ahead of July 23rd is closing fast.
In 35 years, I've learned one thing the hard way: being early feels uncomfortable. Being late is what you carry with you.
“The Buck Stops Here,”
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Written by Dylan Jovine