Every few years, Wall Street loves to declare a new “bubble.” And right now, Artificial Intelligence is the latest target.

You’ve probably seen the headlines - “AI Stocks Are Overvalued!” “The Bubble Is About to Pop!” “This Will End Like the Dot-Com Bust!”

Let’s be honest… there’s some truth mixed in.

AI stocks have surged to incredible highs. Some companies with no revenue are valued in the billions. History tells us that kind of euphoria always corrects. Nothing goes straight up forever.

But calling AI a “bubble” completely misses what’s really happening.

Brookfield, one of the world’s largest infrastructure investors, just released a staggering estimate: global AI-related spending could hit $7 trillion over the next decade. That’s not hype - that’s a tectonic capital shift roughly equivalent to one-quarter of America’s entire GDP.

We’re talking massive build-outs of data centers, power grids, and semiconductor capacity - the real-world backbone of AI.

This isn’t a speculative craze. It’s industrialization on a scale we haven’t seen since the internet boom or the electrification of America.

And Brookfield believes those investments could unlock $10 trillion in annual productivity gains across the global economy. That’s innovation driving real-world returns - not speculation driving fluff.

Yes, margins will tighten, competition will rise, and some players will fall. But that’s normal in every technological revolution. Remember the 1990s? Dozens of internet companies vanished… but Amazon, Google, and Nvidia went on to become trillion-dollar titans.

Breaking news: China just walked away from key U.S. trade talks —
and markets are reacting fast.

Most investors see chaos… I see opportunity.

Because history shows every tariff cycle creates massive winners —
the companies positioned on the right side of the trade war.

In my latest video, I reveal the top “Tariff War” stocks set to surge as America
doubles down on manufacturing, energy, and supply-chain independence.

Watch it now before Wall Street catches on.

There will be a pullback - and that’s healthy. It’ll shake out the pretenders and set up the next leg of long-term growth for the true leaders in AI hardware, infrastructure, and productivity software.

That’s exactly what I’m watching for in our portfolios: the companies building the foundation for the AI age - not just those chasing headlines.

Because when you zoom out, this isn’t a bubble. It’s a megatrend - one of the biggest wealth-creation opportunities of our lifetime.

AI isn’t a story that ends with a crash. It’s the next chapter in human progress.

Here’s to the future,
Matt McCall
Editor, Market Insights

P.S. A short-term correction in AI stocks could create the perfect entry point for long-term investors. I have been highlighting my top AI plays - the ones built to lead this $7 trillion transformation - in issues my newsletter services for the last couple of years.

And today we sold a partial position in yet another AI-related stock flying under the radar. Shares of Fabrinet (FN) surged to a new all-time high this morning and we locked in another double in just under 8 months.

Click here for more information on our investment services.