Why This Huge AI Bet Is Reserved for the Little Guy
Listen to the audio version of this article (generated by AI).
Joel Litman has spent 30 years as a forensic accountant — uncovering the hidden truths in corporate balance sheets big and small and doing consulting work for the FBI and the Pentagon.
Today, his research is read by 150 of Wall Street’s top 300 money managers who want to harness that invisible edge.
Landon Swan came at the market from the opposite end, building a firm with his brother Andy based on tracking consumer and social sentiment – the kind of data hedge funds pay close to $750,000 a year to see.
These two methods share almost nothing in common. But when Joel and Landon sat down recently to compare notes, they kept landing on the same corner of the market: the energy it takes to power America’s AI buildout — and the small, overlooked companies positioned to supply it.
Amid this discovery, three major catalysts are converging at once: an S&P 500 momentum signal that’s only appeared twice in 50 years, what Litman calls a “shadow QE” — the Fed quietly making it easier for banks to lend — and the Great American State Fair celebration that wraps on July 10.
Because of this, the two say there’s no better time to be investing in a key subclass of energy companies. Especially since these opportunities are (for now) closed off to the big institutions.
They get into all of it in the full interview. Watch it here:
Editorial Mention — Hotlist Signup for the July 2 Webinar
This Thursday, July 2 at 10 a.m. ET, in a free briefing they’re calling the U.S. AI Super Summit, Joel and Landon will do a deeper dive on the major themes we talked about today.
They’ll lay out the case for the three catalysts converging this month, walk through the kinds of companies their two systems flagged, and hand over the name and ticker of one stock — free — to everyone who tunes in.
Registration is free, but you’ll want to be on the list to get the link and a reminder before it airs. Sign up right here.
To building wealth beyond measure,
Michael Salvatore
Editor, TradeSmith Daily