A few weeks ago, the world was ending.

AI was going to kill all of humanity. The Clarity Act wasn’t going to pass. Crypto was going to zero. The war with Iran was going to last forever. And the Fed was raising interest rates.

Okay. All of that news happened. The Fed hiked. Clarity failed. Iran is digging in its heels. 

So that’s the end of it. Humanity is dying, crypto is going to zero, and AI is killing everyone. 

And yet, the stock market is at all-time highs. Nvidia is near all-time highs. Crypto is substantially up since the Clarity Act failed.

The media hates this.

Every day there’s a new story. 

I saw a headline saying that for AI companies to pay back the infrastructure build, the country will have to spend 9% of GDP on AI. 

I read the article because I wanted to check what they were talking about. All the math was completely wrong. Their assumption, that demand won’t catch up to infrastructure costs, is wrong. The demand for AI is absolutely going to catch up with the infrastructure costs.

And the 10% chance AI destroys humanity? There is a 0% chance. AI on its own is really stupid. It veers off track. It doesn’t stay on target unless a human is constantly monitoring it. It’ll write 100,000 lines of code in the time a human writes 10. Its reasoning is still very poor.

So let’s follow the money.

Between now and 2032, $10 trillion is going to be spent on AI infrastructure. You want to own the companies that $10 trillion is going to rain down on.

Here’s how it works.

Anthropic goes to Amazon. “Our demand is great. We want to host a lot of AI on your cloud. We need data center space.”

Amazon goes to Nvidia. “We’re going to need a lot of data centers. We’re talking to you and Dell and maybe Super Micro.”

Nvidia says, “Well, we’ve got the GPUs. We’ll call our buddies.” So they call Marvell. “We need to connect all these GPUs. Can you do it?”

“No problem, Jensen.”

Then Marvell says, okay, we don’t want the old interconnects. We need the latest, fastest thing. So they go to the small cap and microcap public companies building new technology and ask, “What have you got for us?”

Nvidia won’t talk to those little companies directly. Marvell shepherds them along until they finally get a conversation with Nvidia, who’s talking to Amazon, who’s talking to Anthropic and OpenAI.

That’s the chain. That’s how it works.

Let’s say Nvidia is going to keep going up. Marvell is probably going to keep going up too. But they aren’t where you find the 50x, 100x potential returns.

But most of the big stocks are maxing out. Not all of them. But a lot of them. So people are going to start looking lower and lower down the chain.

The money falls from the top. It lands at the bottom.

And it lands in bursts. A window cracks open, then the window slams shut.

Knowing which stocks sit at the most profitable part of the chain is half the game. Knowing when the window opens is the other half. I spend every waking day on the first part. For the timing, I call one man: JC Parets.

JC called the 2008 crash early. He called the 2022 bottom live on Bartiromo, to the day. He called Nvidia when everyone else flinched. He’s the best market timer I know.

In this new video, he walks me through The 100X AI Window: the exact day he believes the next window opens (today), and his top trades for it. 

You have until midnight. 

Click here to watch.