It seems like no one knows what to think about AI stocks these days.

For every expert screaming “full speed ahead!”, there’s another one warning investors to pump the brakes.

Last week, our friends at MarketBeat invited Chief Income Strategist Marc Lichtenfeld onto their YouTube channel for an interview on this very topic.

Was the recent shakiness in the sector just a blip on the radar… or something more?

How concerned should investors be about buying stocks at 52-week highs?

And most importantly, is AI in a “bubble”… and if so, when will it pop?

Marc answers all these questions during the interview and even provides two free stock picks:

• A growth play that operates in an AI hotbed and counts Microsoft (Nasdaq: MSFT) and Meta Platforms (Nasdaq: META) among its customers
• A defensive agriculture play that gives investors the best of both worlds: a hedge against AI while still maintaining exposure to it.

To watch the interview and get Marc’s two free picks, click here or on the image above.

The post Will the AI Bubble Burst in 2026? appeared first on Wealthy Retirement.

When a stock dominates headlines and dinner conversations, the easy money is usually gone. That doesn’t make it a bad business. It just means the market has already done the rewarding.

I suspect that may be where Advanced Micro Devices (Nasdaq: AMD) sits today. The company is no longer the challenger it once was. It’s a fixture of the modern tech landscape.

Its chips power servers, PCs, gaming consoles, and now some of the most demanding AI workloads in the world. And investors know this. That’s why the stock price reflects it.

As you can see, after spending much of last year building a base, AMD didn’t grind higher. It surged. Shares leapt from below $80 in April to well above $250 in a short window before volatility set in.

Now, it’s easy to look at AMD and see a “chipmaker.” But that can be reductive.

The company designs high-performance semiconductors across data centers, consumer devices, gaming, and other computation-heavy ecosystems. Nowadays, that means the company sits at the intersection of cloud computing and artificial intelligence.

That’s a powerful place to be – as the market acknowledges. But it’s also a crowded one.

The latest quarter shows that the business is firing on all cylinders. Revenue rose 36% year over year to $9.2 billion, driven by strength in data centers, AI accelerators, and client CPUs. Operating income expanded. Free cash flow hit a record $1.5 billion.

The balance sheet is solid: over $7 billion in cash and about $3.2 billion in debt. AMD has room to invest without stretching itself.

This is a solid business producing great cash flow.

But the question isn’t whether AMD is a great company. (It is.) The real question is whether you’re being offered value at today’s price.

That, of course, is where our handy-dandy Value Meter comes in.

AMD’s enterprise value-to-net asset value ratio sits at 5.83. The broader universe averages 3.82. This tells us investors are paying a premium for AMD’s assets and its future. That premium may prove justified – but it leaves little room for error.

On efficiency, AMD’s free cash flow-to-net asset value ratio is 1.15%, only slightly above the 1.12% average. That’s fine. It’s not exceptional.

Where AMD does stand out is consistency. Over the past three years, it’s grown its quarterly free cash flow 54.5% of the time, well ahead of peers. Execution has been steady. The momentum is real.

In short, AMD has strong growth and solid cash generation… but a valuation that already assumes both will continue.

The stock’s recent run reinforces the point. Much of the upside came quickly, driven by shifting expectations, not neglected value. Early buyers were paid. New buyers are paying attention – and paying up.

For long-term holders, patience still makes sense. The business is strong, and the strategy is intact.

For new capital, discipline matters. The margin of safety is thin, and thin margins tend to show up after sharp rallies, not before them.

The Value Meter rates AMD as “Appropriately Valued.”

What stock would you like me to run through The Value Meter next? Post the ticker symbol(s) in the comments section below.

The post AMD Is a Great Story… but Is It a “Buy”? appeared first on Wealthy Retirement.

While most investors overlook this critical piece of the AI ecosystem, Alex believes it could become one of the most important beneficiaries of the next phase of the tech boom.

He details this below…

– James Ogletree, Senior Managing Editor

Artificial intelligence has generated no shortage of commentary – breathless predictions, dire warnings, sweeping promises. Yet for all the noise, very little attention is being paid to the single most important question for investors: What must happen behind the scenes for AI to actually deliver on its potential?

Because while the conversation tends to focus on what AI can do, the more consequential issue is what AI requires to function at scale.

The newest generation of AI chips is astonishingly powerful. Nvidia’s latest architecture, for example, processes data at speeds that would have seemed impossible a few years ago. But this development has created a less glamorous – yet absolutely fundamental – challenge. These chips generate extraordinary heat, consume enormous amounts of energy, and produce more data per second than most existing systems can handle.

This is rarely discussed outside technical circles. Yet it is the limiting factor that determines how far and how fast AI can advance.

We are building larger and larger GPU clusters – some with hundreds of thousands of chips working in unison – and asking them to perform tasks that dwarf the demands of even the most powerful supercomputers of the last decade. But here’s the problem: These chips can’t operate effectively unless they can communicate with one another at incredibly high speeds… without melting the servers they occupy.

In other words, AI doesn’t rise or fall on clever algorithms alone. It depends on the physical infrastructure that underpins them.

And that’s where things get interesting.

There is a relatively small American company – one you almost certainly haven’t heard of – that has quietly solved the most important bottleneck in AI today. It doesn’t develop models or design chips. It builds the connective tissue that allows these chips to exchange data at blistering speeds while keeping heat and system instability in check.

Without this capability, the highly publicized advances in AI simply don’t work in the real world.

That’s why nearly every major player in the industry – Nvidia, AMD, Intel, Amazon, Microsoft, and others – relies on this firm’s technology. It is not an exaggeration to say that the most advanced AI clusters on the planet could not operate at scale without it.

This is the part most investors fail to appreciate.

Technological revolutions rarely reward the companies that generate the headlines. They reward the companies that quietly make the entire ecosystem function.

During the dot-com boom, investors bid up flashy internet stocks to absurd levels while ignoring the behind-the-scenes firms that enabled the internet to actually run. Cisco, which built the routers that moved data from point A to point B, became one of the most profitable investments of that era. So did companies like Akamai, which solved the problem of delivering content efficiently across the web.

Meanwhile, many of the companies that investors thought would change the world disappeared entirely. Their business models weren’t sustainable. Their valuations weren’t rational. And the innovations they hoped to commercialize were ultimately built – or bought – by others.

The same dynamic is unfolding today in AI.

Investors are clamoring for the biggest names, the megacap platforms spending billions to stay ahead of their competitors. And many of these firms will continue to do well. But the most underappreciated beneficiaries of the AI boom are not the giants creating the models. They are the companies enabling those models to run safely, reliably, and at scale.

Consider the magnitude of what’s happening right now. Global data-center construction is accelerating at a rate we’ve never seen. Companies are racing to build new GPU clusters as fast as they can pour concrete. Entire power grids are being upgraded just to support these facilities. And late last year, a consortium of some of the largest firms in the world announced a multi-hundred-billion-dollar initiative to build what may become the largest AI supercomputing system ever attempted.

All of this expansion hinges on a single, unavoidable requirement: the system must be able to handle the data produced by the chips that power it.

Most investors don’t think about this step at all. They assume it’s already solved. It isn’t.

And that is precisely why the company addressing this challenge is not just a “nice to have” in the AI supply chain – it is foundational.

This is also where history acts as a guide. When investors become overly fixated on a narrow group of winners – whether it’s the Nifty Fifty in the 1970s, the dot-com darlings of the late 1990s, or the megacap tech giants of today – the biggest opportunities often emerge elsewhere. Not in the obvious place, but in the necessary place.

AI will undoubtedly reshape industries across the economy. It will enhance productivity, lower costs, accelerate drug development, improve supply chains, and transform manufacturing. But none of this happens unless the underlying infrastructure keeps pace with the models themselves.

In the meantime, investors would do well to remember that the biggest profits are rarely made where the crowd is already looking. They’re made where essential progress is being created – quietly, consistently, and before the rest of the world notices.

The post The AI Question People Aren’t Asking appeared first on Wealthy Retirement.

Bryan is one of the most accomplished traders I know, and I’m always interested to hear what he has to say about the market.

To learn more about the work Bryan and his team have been doing, check out their website.

– James Ogletree, Senior Managing Editor

Back in June 2025 – a Reddit user by the name of Nathan Smith posted an experiment.

He asked ChatGPT to pick U.S. microcap stocks (stocks with a market cap below $300 million) for him.

His goal?

“See how a language model performs in picking small, under-covered stocks with a $100 budget.”

Over the first four weeks of his experiment – the account reportedly generated 24-25% return on the $100.

A 24-25% return…

Sounds like a success, right?

Not so fast.

Soon after posting those results… Smith wrote: “I no longer can get chat to provide insights. I’m not sure what has changed but it is making up data and agent mode won’t work anymore.”

Oops.

It’s a good reminder that leaving investing decisions solely up to AI is a BAD idea… for a number of reasons…

Problem No. 1. It’s not hands-free

While ChatGPT generated the stock picks, the user still had to monitor the trades every step of the way.

He had to adjust if ChatGPT contradicted itself or recommended trades that were impossible.

He also had to impose his own stop losses and manually place the orders.

So although he was technically using ChatGPT to trade, it was more of an assistant than a “done-for-you” trading service.

Problem No. 2. He had no access to realtime data

ChatGPT can’t produce live price charts, track volume, see liquidity, or react fast enough to catalyst news.

It’s a language model… meaning it’s picking stocks based on text patterns from user data, not financial reality.

This sets it up for all sorts of false or outdated information that could lead to disastrous trades that crater your account.

Problem No. 3. It encourages the worst mindset

The idea that “AI will trade for me” is not a strategy.

Proper trading involves rules, discipline, pattern recognition, position sizing, risk control – and above all – patience.

Those are skills you can’t outsource to a language model.

You can only acquire them through getting in the trenches and learning how to trade using a proven system.

Problem No. 4. No long-term track record

Anyone can look smart with a small handful of winning trades over a short time period… in a rip-roaring bull market like we’ve had since April.

But could this ChatGPT trading model hold up during earnings season? A Fed meeting? A Black Swan event like COVID or the Housing Crisis?

YOUR ACTION PLAN

While this redditor experiment is a fun example of how a robot could trade for you, NO ONE should see it as a viable long-term trading strategy.

While AI agents like ChatGPT can help with stock research…

I’ll always favor using realtime data, risk management, and proper timing for long-term trading success.

But when you combine the research power of an AI agent with the expertise of an experienced trader… some real magic can happen.

At Monument Traders Alliance, we’re constantly using AI (the right way) to try to gain an edge for our readers.

Click here to learn more about our mission.

The post Can ChatGPT Really Make Winning Trades? appeared first on Wealthy Retirement.

It’s also no secret that China and the U.S. are in a race to AI dominance that may make previous conflicts look like child’s play in comparison.

While Eisenhower may have gotten the credit for the Allies’ victory on D-Day, it was the privates scrambling out of the landing craft that got the job done.

It’s the same with AI. Chips made by companies like Nvidia (Nasdaq: NVDA) get all the glory, while it will be energy that will do the heavy lifting.

That’s why President Trump is pushing for more development of nuclear energy and encouraging oil companies to drill.

As a result, nuclear stocks have gone… well, nuclear.

Even though Trump is trying to squash alternative energy, investors know that AI will require every bit of energy that can be produced, whether it’s from fossil fuels, nuclear, or solar and wind.

As a result, solar stocks are also up sharply.

Meanwhile, oil and gas stocks have gone nowhere. They’re pretty flat for the year.

And that gives us an excellent opportunity.

Over the past 20 years, the price of oil has gyrated back and forth between roughly $20 and $100 per barrel. (There were a few outliers, like when oil prices briefly went negative and when they spiked to $147.)

Today, it’s barely above $60, which means quality oil stocks are on sale.

Companies like small cap Precision Drilling (NYSE: PDS) are trading at less than six times free cash flow. The company generated $150 million in free cash flow over the past 12 months. Despite Precision’s earnings being projected to grow 298% over the next five years, the stock trades at just 11 times forward earnings.

Tidewater (NYSE: TDW), which provides vessels for offshore oil drilling, also generates plenty of cash flow and is trading at a big discount at less than nine times free cash flow and 13 times forward earnings.

Lastly, one of my favorite companies, Enterprise Products Partners (NYSE: EPD), which operates pipelines to transport oil and gas, pays a 7% tax-deferred dividend and is on pace to generate nearly $8 billion in distributable cash flow, which means the stock is trading at just eight times cash flow.

Whatever trend is hot in the market, I like to dig a little deeper to find the value and the companies that are vital to the new technology.

Energy is that sector in the booming AI space.

The post The “Excellent Opportunity” in the Energy Sector appeared first on Wealthy Retirement.

In the article below, Alex reveals why these Next Magnificent Seven tech stocks are crushing the market… beating the original Mag 7 by 304% and the S&P 500 by 450% so far this year.

Alex and Chief Income Strategist Marc Lichtenfeld also just unveiled a brand-new list of “Micro Mag 7” stocks – tiny companies poised to soar as America builds out its AI future.

Click here before Monday to watch the replay of their special Micro Mag 7 Summit.

– James Ogletree, Senior Managing Editor

Forty years ago, I took my first job on Wall Street, working as a stockbroker at an international investment firm.

Some of our stock recommendations worked out well. And some of them didn’t work out at all.

That is always the case, no matter where you get your investment advice.

However, I’ve never forgotten a conversation I had with one of my early clients.

I had recommended a tech stock that quickly tripled in value, although he took a pass on it when I originally recommended it.

In hindsight, he sincerely believed that it was my fault.

“Alex, when you find something this good, you really have to emphasize the upside potential. If I had understood that, I would have taken a big position.”

Some will hear this and say it’s just sour grapes. (Another “coulda-woulda-shoulda.”)

But I took his message to heart.

Whenever I thoroughly research a company and have great conviction in its potential, I try to make that clear when I recommend it.

I do that – in part – because our hundreds of thousands of Members of The Oxford Club are a smart bunch.

They understand that no one truly knows what the economy will do… or what inflation will be… or whether interest rates will rise or fall.

No one has a crystal ball. And I waste no time pretending that I do.

I talk about the positives and negatives in the market, the headwinds… and the tailwinds.

But with a few exceptions – on those rare occasions when investors are seized by abject pessimism or unbridled optimism – my market approach is consistent: “short-term neutral and long-term bullish.”

Why? Any investor worth his salt knows that we can always get a bolt out of the blue in the short term. (Consider 9/11 or COVID-19.)

But take a look at any long-term chart of the market. You’ll see that the line goes up, and to the right.

That’s why we’re long-term bullish.

Over time, successful companies increase their sales and profits. And their share prices rise to reflect that.

That’s why investing in an S&P 500 fund has been rewarding for patient investors.

It’s been so rewarding, in fact, that the only reason to invest in individual stocks is if you sincerely believe you can do substantially better.

That’s not easy. But the facts show that The Oxford Club has done this for more than two decades now.

Last year, for example, we invited new Members to join us by offering them a new portfolio called “The Next Magnificent Seven.”

At the time, the tech stocks in the original Magnificent Seven – Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia, and Tesla – had become wildly popular.

So popular, in fact, that I called this “the most crowded trade on the planet.”

Traders and investors everywhere felt they had to own these seven stocks.

Why? Because those were precisely the ones they wish they’d owned earlier.

I said last year – and I’ll repeat it now – that those are dominant companies that should prosper for years to come.

But it is not just unlikely that they will do as well in the future as they have in the past.

It is completely impossible. Trust me: That will not happen in your lifetime or mine.

How can I be so confident? Well, let’s use reason – rather than emotion – to view the potential here. As I write…

• Apple is up over 80,000% since 2004
• Alphabet (formerly Google) is up over 12,000% since 2004
• Amazon is up 8,000% since 2004
• Meta Platforms (formerly Facebook) is up over 1,800% since 2012
• Microsoft is up over 2,900% since 2004
• Tesla is up over 38,000% since 2010
• Nvidia is up over 103,000% since 2004.

Spectacular returns… all of them.

So who’s to say this can’t possibly happen to these stocks all over again? Me, for one.

Nvidia has a market cap of approximately $4.4 trillion. It is a fast-growing company that makes the super-powerful chips that the burgeoning AI industry depends on. It’s a great firm.

However, it’s worth noting that there has never in the history of the world been a company worth $5 trillion, although I have no doubt that one day several will exceed that number.

Let’s set aside the 80,000% that Apple and 103,000% Nvidia have returned over the past two decades.

What are the chances of either stock rising even 10-fold from here to a market cap of $40 trillion?

Bear in mind, the entire U.S. economy last year was less than $30 trillion.

For a single company’s shares to be worth 133% of the nation’s total annual output would be not just “quite a feat.”

It would be impossible.

Yet there are many smaller companies that could rise 10-fold or more. And no doubt many of them will.

Some, in fact, will even match or exceed the past returns of The Magnificent Seven.

Given this reality, I told Oxford Club Members – and prospective Members – that they would be far better off investing in “The Next Mag Seven” rather than the current seven.

The same way Wayne Gretzky insisted that he became the NHL’s all-time leading scorer not by chasing after the puck but rather by skating “to where the puck is going to be.”

How has this strategy worked out? You can be the judge.

All told, so far this year they’ve beaten the original Mag 7 by 304% and the S&P 500 by 450%.

But now, there’s an entirely new presentation that I hosted with Marc Lichtenfeld to inform Members on seven tiny stocks that we believe could soar.

It’s called the Micro Mag 7 Summit, and you can tune in right here.

The post Can the Magnificent Seven Continue to Dominate the Market? appeared first on Wealthy Retirement.

In March, we’re heading to Las Vegas for four extraordinary days of insights, networking, and strategy. Chief Income Strategist Marc Lichtenfeld and our team of experts will reveal how to position yourself for the $13 trillion digital transformation – an investing opportunity that could shape your wealth for the next decade or more.

Early-bird registration is open now… but seats are limited! Don’t miss your chance to join us for this landmark event.

Click here to learn more and claim your spot now!

– James Ogletree, Senior Managing Editor

Each year, hundreds of Members join us for what has become The Oxford Club’s most anticipated tradition: the Investment U Conference.

Now in its 28th year, this gathering isn’t just another financial event… it’s where strategies are unveiled that have helped shape the wealth of our Members for decades.

And I’m delighted to invite you to join us March 22-25, 2026, at the award-winning Four Seasons Hotel Las Vegas – where we’ll explore the next great wealth-building opportunity: the $13 trillion digital transformation.

And let me tell you… you do not want to miss it.

Why? Because what’s happening in the markets right now isn’t just another cycle. It’s the start of a decade-long digital boom – one that experts predict could surge from $1.4 trillion in 2025 to more than $13 trillion by 2035.

That’s not just growth… That’s transformation.

Artificial intelligence is no longer science fiction – it’s diagnosing diseases, coding software, and trading stocks. Robotics are reshaping warehouses, operating rooms, and even kitchens. And blockchain? It’s spawning entirely new industries as we speak.

I don’t say this lightly: The moves investors make in the next few years could shape their wealth for the rest of their lives.

And that’s exactly what our Investment U Conference is designed for – helping you spot these seismic shifts early… and positioning your portfolio to capture the biggest gains.

Over four unforgettable days in Las Vegas, you’ll hear from nearly two dozen of the world’s top financial minds as they reveal…

• Which technologies are set to lead the $13 trillion digital transformation.
• Which sectors may soar… and which could vanish.
• The smartest strategies to grow and protect your wealth as disruption accelerates.

And of course, this isn’t just about sitting in a ballroom with a notebook.

It’s about joining hundreds of like-minded Members who share your passion for wealth building… enjoying world-class food and entertainment in one of America’s most exciting cities… and leaving with an investing game plan designed to help you make the next decade your most profitable yet.

But here’s the thing…

Because this is our flagship event, space fills up quickly – and early-bird pricing ends October 15.

So if you’re thinking about joining us, I encourage you to act now and secure your seat before prices rise.

I can’t wait to welcome you personally in Las Vegas.

Good investing,

Rachel

P.S. If history has taught us anything, it’s that the biggest fortunes go to those who move before the crowd. Don’t wait. Secure your early-bird seat today and join us for an unforgettable event in Vegas.

Reserve Your Spot at Investment U 2026

The post A Decade-Long Digital Boom appeared first on Wealthy Retirement.

Chief Income Strategist Marc Lichtenfeld is a huge fan of companies with strong and growing cash flow. Anyone who’s spent just a few minutes around him knows that.

If you think I’m exaggerating… think again.

Marc recently told me a story about a salesman coming to his house to sell a certain company’s products. When Marc heard the name of the company, he replied, “Oh, I’ve heard of it. Great company. Generates a ton of cash flow.”

(The salesman, of course, wasn’t sure how to respond.)

Last week, Marc sat down for an interview with our friends at MarketBeat to discuss why investors should pay much more attention to cash flow than earnings.

He also gave away the names and tickers of two potential diamonds in the rough to buy now and two “ticking time bomb” stocks to avoid:

• An established drugmaker whose free cash flow is projected to triple this year
• An under-the-radar way to get exposure to the AI space
• A household name (literally) that has been bleeding billions of dollars for the past decade
• A company that he says is “complete garbage” and whose earnings are “a joke”!

Click the image above to watch the full interview and get the details on all four stocks!

The post 2 Stocks to Buy That Are Swimming in Cash appeared first on Wealthy Retirement.

Yet most of it misses the essential point for investors.

Let me explain…

On the negative side, AI will eliminate millions of blue-collar jobs that involve routine physical tasks and white-collar jobs such as analyzing data, drafting documents, or handling customer service calls.

Privacy and security challenges loom large. That’s because AI doesn’t just enhance cybersecurity efforts. It also empowers hackers, cyber criminals, and other bad actors.

And deep fakes will make it much harder for people to know if the information or instructions they receive are accurate – or even legitimate.

On the positive side, AI will transform healthcare with more accurate diagnoses, faster drug discovery, and personalized treatment regimens tailored to the patient’s personal genome.

In transportation, it creates self-driving cars and trucks, smarter traffic controls, and coordination of urban infrastructure to lower carbon emissions, reduce accidents and save lives.

In education, it will provide personalized instruction, adapt materials to each student’s pace and learning style, and shrink learning gaps.

There are many more positives, of course, as well as many more negatives.

AI – like most transformative technologies – is not inherently good or bad.

It is a set of risks… and opportunities.

Yet little of the discussion centers on the most transformative aspect of AI: How it will dramatically enhance corporate productivity and efficiency at non-tech companies.

AI will boost economic growth, increase corporate sales, and make public companies far more profitable.

That’s great news for shareholders.

And investors have bid up The Magnificent Seven – and other megacap tech leaders – to record highs.

Since these stocks make up more than a third of the S&P 500, the market has hit record highs too.

But as an investor, the important thing to understand is the world-changing ramifications…

This is not just about the companies creating and improving AI.

It’s about the many hundreds of public companies whose business fortunes will improve dramatically as a result.

For example, during the dot-com boom 26 years ago, investors could foresee the dramatic impact of the internet.

As a result, they bid the leading internet companies on the Nasdaq to levels that were ultimately unsustainable.

The result? From its March 2000 peak to its October 2002 trough, the Nasdaq lost three-quarters of its value.

And many internet stocks lost over 90% of their value.

Think about that. The leading internet stocks were worth only a tenth as much a couple years later, even though the internet did indeed “change everything.”

Over the past few decades, every company has had to move a significant portion of its operations online.

Every company had to cut costs by eliminating middlemen.

And every company began selling products and services on its own website and through other e-commerce sites.

If they didn’t – or were slow to adapt – they’re no longer around.

Many of the dot-com names that investors were chasing – like eToys and Pets.com – are gone.

Former tech darlings like Cisco Systems (Nasdaq: CSCO) and Intel (Nasdaq: INTC) have massively underperformed the market.

Heck, Intel is worth less than it was 26 years ago.

Meanwhile, companies that were not obvious internet beneficiaries at the time – Old Dominion Freight Line (Nasdaq: ODFL), Deckers Outdoors (NYSE: DECK) and Visa (NYSE: V) for example – are up tens of thousands of percent.

Don’t get me wrong. Most AI stocks are not as overpriced today as internet stocks were in the first quarter of 2000.

I don’t believe they will crash and burn like the Nasdaq did 25 years ago.

But many of them are likely to underperform in the months and years ahead.

And the likely outperformers? They are not the ones spending countless billions to build and improve these platforms.

They are the ordinary companies that will be the beneficiaries of all that spending.

Banks, manufacturers, retailers, hospitals, homebuilders, energy companies and even utilities will see a huge increase in efficiency, productivity, and profitability.

But – here’s the key point – without spending all that money, much of it will ultimately be written off because the innovations don’t turn out to be best of class.

Instead, these non-tech companies will merely buy – or subscribe to – what they need and reap the benefits.

That means many of tomorrow’s best-performing stocks – from both an offensive and a defensive standpoint – will be not The Magnificent Seven but smaller companies.

We have many of these in our Oxford Club portfolios now, as we position for the eventual rotation out of Big Tech and into Global Value.

Bottom line? The upside is greater. The valuations are better. (Much better.) And the downside risk is far lower.

Given the market events of the past few weeks, this rotation already appears to be underway.

That means the high-growth/low-risk play today is not the tech behemoths that everyone has been chasing for the past two years.

It’s value stocks, both large and small.

The post The Move Out of Big Tech Is Underway appeared first on Wealthy Retirement.

I built a tool – one of many I’ve created over the years – that used volatility to spot quick trades in options, typically holding for no more than a week or two.

That tool worked quite well. In fact, one of my biggest wins was from the very company we’re looking at today. (It gave me a nice 100% option win in less than 24 hours.)

But today, we’re not chasing short-term spikes. We’re looking at the company’s financials.

Samsara (Nasdaq: IOT) helps companies run their physical operations more efficiently. Its software tracks trucks, trailers, equipment, and more, using data and AI to cut waste and improve safety.

Let me give you the facts…

In the first quarter of fiscal 2026, which ended on May 3, Samsara brought in $367 million in revenue, up 31% from the same time last year. The company’s net loss shrank to $22.1 million, a big improvement from $56.3 million a year ago. It also turned in $45.7 million in free cash flow, compared with $18.6 million last year.

Margins are moving the right way, too. Gross margin hit 79%, up from 77%. Adjusted operating margin was 14%, also up year over year. Management now expects full-year revenue of $1.547 billion to $1.555 billion, with adjusted free cash flow margin set to beat last year’s figure by about 1 percentage point.

The business is growing across the board. Samsara now has 2,638 customers spending over $100,000 per year. That’s up 35% from last year. It added 154 new large customers in the last quarter alone. Wins include names like 7-Eleven, Dallas Fort Worth International Airport, and Knife River, a construction firm that was spun off from MDU Resources.

But what do the numbers say?

Samsara’s EV/NAV is 16.61, compared with a universe average of 6.09. That tells us investors are paying a premium – likely for future growth and high retention.

Its FCF/NAV ratio is 0.44%. That may not sound like much, but it beats the universe average of -1.19%. The company’s free cash flow has grown quarter over quarter 63.6% of the time, compared with 46.3% for the typical stock.

Put simply: Samsara is still scaling, but it’s doing so with better cash discipline than most.

Now, the stock isn’t cheap. But it’s also not riding a hype wave. It’s actually down this year.

That can be a good sign: The market isn’t overreacting even as the business keeps improving.

If you want exposure to AI – especially through a company tied to more concrete things like trucks, warehouses, and field work – Samsara is worth a close look. It’s not a screaming bargain, but it’s building something durable.

The Value Meter rates Samsara as “Appropriately Valued.”

What stock would you like me to run through The Value Meter next? Post the ticker symbol(s) in the comments section below.

The post Samsara’s Numbers Are Finally Catching Up to the Hype appeared first on Wealthy Retirement.