The Next Wave of the AI Revolution
Dear Fellow Investor,
I have a 15-year track record of recommending NVIDIA to millions of investors.
In 2010, twelve years before ChatGPT launched, I declared NVIDIA "The Top Stock to Buy" in a report you can easily find by Googling my name. That pick is up over 80,000%.
Then in 2015, I hosted a webinar called "Tier Zero" laying out how NVIDIA would dominate the coming AI revolution. That specific recommendation is up 10,494% today.
In January 2019, when NVIDIA had crashed 50% and Wall Street declared the AI story dead, I bought $50,000 of my own money at what turned out to be the exact bottom. That investment is up 3,100%.
In 2024, I decided to do something even bolder. I committed $500,000 of my own money to a public AI portfolio and showed investors exactly how to invest in the AI infrastructure buildout in real-time.
The results?
My average pick is up 70%. My top pick is already up 300%, along with a handful over 100%. These aren't backtested results. This is actual performance with my family's money on the line.
Investors who followed my advice in 2010, 2015, 2019, and 2024 have certainly done well, like this note I received the other day:
Eric,
I've been following your investing advice since your 2010 Nvidia pick. In fact, I'm still holding it! I only put $500 into it, but...
The returns are so large that my broker's phone app won't even display them. It's 84,989%. That $500 is now worth $428,774.
THANK YOU! THANK YOU! THANK YOU!
What're we buying next?
Today, I'm revealing my top 10 picks from my portfolio for new money now.
One company is solving the single biggest bottleneck in AI data centers. Without their technology, AI training clusters simply cannot scale beyond a few thousand chips. The hyperscalers are deploying hundreds of thousands. This company's revenue guidance beat Wall Street estimates by 42% last quarter.
Another owns the monopoly on the machines that make high-bandwidth memory. Only three companies in the world can manufacture HBM at scale, and every dollar of their growth requires this company's equipment. The HBM market is exploding from $4 billion to potentially $100 billion, and this company captures the equipment spend on that entire expansion.
A third is the only pure-play on optical networking components. They make the lasers that power every transceiver in every AI data center. The optical transceiver market is projected to grow 4x over the next three years. This company is the chokepoint.
This isn't about NVIDIA anymore, though I still own it. This is about the entire value chain that needs to be built: high-bandwidth memory, optical networking, data center interconnects, custom AI chips, semiconductor equipment, edge infrastructure, and the software platforms that will run the agentic AI economy.
These are the 10 stocks I'm betting $500,000 of my own money on. Let me show you why each one could deliver life-changing returns over the coming years.
To the next wave,
Eric Bleeker, CFA
Chief Investment Officer, 24/7 Wall Street
P.S. You'll notice most of these stocks have already gone up meaningfully. You would not have been wrong to buy NVIDIA in 2015 despite it already being up 300% from my 2010 call. The next 10,000% was still ahead. My view here is the same. The AI infrastructure buildout is a multi-year story, and these companies are just getting started. I'm betting my own money on that.
Positioned for the next wave of AI growth
I've invested my own money in all 10 of these stocks. This isn't a theoretical portfolio. These are real positions with real capital on the line.
The AI infrastructure buildout is a multi-year story, and I'll be tracking these positions closely. When I remove a stock from my top 10 or add a new one, you'll want to know immediately.
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To the next wave,
Eric Bleeker, CFA
Chief Investment Officer, 24/7 Wall Street