Listen to the audio version of this article (generated by AI).
The market is sending a strange message right now.
Software stocks are getting crushed. The Nasdaq is flat on the year. The Magnificent 7 has quietly become the Magnificent 1 — with Nvidia (NVDA) doing most of the heavy lifting while the rest drift sideways or lower.
Meanwhile, semiconductors, energy, and industrials keep climbing.
Money is moving, and quickly.
But where… and why?
These questions are what make my recent conversation with Jason Bodner so timely.
Jason isn’t guessing at any of this. He spent over a decade on Wall Street running the equity derivatives desk at Cantor Fitzgerald, executing billion-dollar trades for the biggest hedge funds and asset managers on the planet. His job was to move massive amounts of money leaving as little trace as possible.
But the money always left a trace. And Jason built his Quantum Score system to find it.
Right now, Nvidia is the only stock in the Magnificent Seven group of giant tech stocks with a bullish Quantum Score.
But in this interview, Jason breaks down everything his system is telling him right now about the smaller stocks that present far more opportunity than NVDA right now. We also cover
- Why software stocks are getting hammered even as AI spending soars
- How Jason found Nvidia in 2017 at a split-adjusted price of $2.83 — and what stocks look like today
- And why he and Silicon Valley insider Jeff Brown believe a whole new class of “stealth AI” stocks is hiding in plain sight
Check out our conversation below, and keep a notepad handy…
Jason recently introduced a new research partnership with Jeff Brown, founder of Brownstone Research and former executive at Taiwan Semiconductor (TSMC).
Jason and Jeff have two completely different approaches… Jason leads with the underlying stock data, while Jeff looks at every investment from a technology perspective first and foremost.
Regardless, both seem to keep landing on the same stocks.
They call the opportunity before us today “stealth AI.” It’s because these companies look like something else on the surface – power suppliers, hardware firms, defense contractors – but are quietly becoming critical to the entire AI buildout.
Jason and Jeff go even deeper on this theme in their newly released joint presentation, the Secret AI Stocks Summit.
In it, they each share one stock they believe is perfectly positioned for the next phase of AI – stocks that score high on Jason’s Quantum Edge system and check every box Jeff looks for from a technology standpoint.
If you want to know where the money is heading next — and which under-the-radar companies could be tomorrow’s big winners — catch the replay while it’s still online.
To building wealth beyond measure,
Michael Salvatore
Editor, TradeSmith Daily
