sport football: Teeka’s Shocking Confession: “I Don’t Know...”

I have a confession to make…

AI is so disruptive that nobody…

And I mean, nobody knows which companies will win this AI race…

And which ones will be left behind and get steamrolled.

Just think about it…

Which company will develop the best self-driving car?

Which one will develop the best humanoid robot…

Or the next generation of chatbot that will make ChatGPT obsolete?

I can't answer those questions.

Nobody can.

And anyone who tells you they know, they're lying to you or they're delusional.

But here's what I do know….

My research shows there are three companies immune to this shakeout…

Because they're essential to the entire AI industry.

Their future is tied to the development of the technology itself… and not to a single player.

So no matter who wins this AI race, these companies will not only survive the AI shakeout.

They'll be the biggest winners.

That's why I'm having a special online strategy session on Thursday, April 9, at 8 pm ET.

Most people don't know about them because they operate in the background….

They're rarely featured in the media…

But without their products, AI cannot advance.

Simply put…

AI adoption cannot happen without running through these three companies.

Every single company that's developing the next generation of AI must travel down this road.

They have no other choice.

That's why I believe these three stocks will skyrocket in the next few months.

Let The Game Come To You!

Big T

In case you missed it, here's Big T's Digital Asset Daily

The AI Trade Is Unraveling

What it means for your retirement

I was shook…

That's what the kids today call it when you're shocked to your core.

This couldn't be happening. But I was witnessing it. The wholesale destruction of one of the most impenetrable moats in corporate America.

There are some things in life you never question.

Coca-Cola will always have billions of consumer fans. McDonald's will always have a massive market hungry for Big Macs. And IBM will always have a roster of old-world legacy tech clients desperate for its mainframe services.

That last one might catch you by surprise. After all, mainframe technology is ancient. Pioneered in the 1950s and commercialized in the 1960s through the 1980s, mainframe computers are the backbone of EVERYTHING that matters.

Every bank transaction, ATM withdrawal, credit card swipe, travel reservation system, even military early defense warning systems… These are all built on mainframes. And those mainframes use an almost lost archaic programming language called COBOL.

No one has learned about COBOL in a classroom since the early 1990s. Those who did have either died, retired, or are near retirement. IBM has a monopoly on the survivors.

Why do clients still use mainframes? They have no choice.

The code these mainframes run on is millions of lines long. You can't rip out and replace an air traffic control system… bank accounting software… or an international credit card network. And that's what you need to do if you want to upgrade them.

The clients themselves have no idea how the code works or how to rewrite it, patch it, or replace it. They are truly captured by decisions that were made before they were born.

IBM was often the company that installed those systems 50 years ago.

It has been milking that 50-year moat for tens of billions in profits. This moat is responsible for as much as 42% of revenue… But more importantly, it accounts for as much as 60% of IBM's profit.

Just as Coke and Big Mac are immovable fixtures of American life… So is mainframe maintenance. That's why it's unthinkable that clients would ever stop paying IBM for its services.

Hold My COBOL: Enter Anthropic AI

That is until a 70-word blog post got published on an obscure page on leading AI provider Anthropic's website.

The post led to a guide that explained how Anthropic's "Claude Code" could modernize legacy code 2-10x faster than a human programmer could.

It explained how Claude Code could analyze millions of lines of COBOL and input changes without "breaking" the functionality of the code.

Can it actually do that?

The market seems to think so because IBM shed $30 billion in market value in a day. The last time IBM dropped that much was in the dot-com meltdown of 2000.

Here's the problem: The market is so scared of AI, it's selling first and asking questions later.

IBM isn't the only one. Oracle has been down as much as 60%, Palantir has been down as much as 40%, Microsoft has been down as much as 31%, and Nvidia has been down as much as 20%.

Collectively, these companies have seen $3.3 trillion wiped out. That's equivalent to watching two bitcoin-sized assets scorched off the Earth's surface. That is a bright red signal, and you ignore it at your peril.

A Troubling Trend Is Revealing Itself

Like it or not, the AI trade is unraveling at a scale that's beginning to rival the dot-com collapse.

Stocks that folks have spent decades investing in are falling apart. These are the stocks that were supposed to take care of you when you couldn't take care of yourself. And now they're being obliterated by 70-word blog posts.

If you're feeling confusion, panic, or that type of slow dread that precedes something really terrible, you're not alone. Everyone is feeling this.

No one knows who will win the AI race. Sure, some big mouths will speak loudly and declare they're the winner. But hear me when I tell you: No one knows.

And that's scary.

If IBM can get slayed in an afternoon on a blog post and Microsoft can lose $1.2 trillion on fear its moat is in trouble… What does that mean for every other stock out there?

I'm talking about companies that don't have a moat like IBM or Microsoft.

I don't know who will win the AI race. But here's what I do know: Nothing is going to stop the race to produce AI at scale. Nothing.

We could go into another Great Depression tomorrow and the AI race wouldn't even blink.

Why?

Because whoever gets to AI supremacy first rules the destiny of this century. This is as important as the U.S. being the first country to develop a nuclear bomb. How different would our world have been if China or Russia got there first?

So if the race isn't going to stop, who will be the winner?

Friends, that's the wrong question to ask. No one can answer it.

What you must ask yourself is who wins no matter what. Which company or companies will win no matter who wins the ultimate prize of AI dominance?

That's the question.

On Thursday, April 9 at 8 p.m. ET, I am going to answer that question.

There are three companies that own the "toll roads" that AI MUST travel down. It doesn't matter who you are… You must use these three companies if you want to win the AI race. But I don't want you to buy their shares.

It's a special way to make 5-10x more without owning a single share. And no, I'm not talking about regular options trading, futures, or anything extra risky. I'll explain what I mean by that in a follow-up essay.

During my April 9 briefing, I'll also give away the name of an AI stock I believe could double in the coming year. It's a company on the receiving end of $7.9 trillion in AI infrastructure spending.

Be sure to secure your spot here. Mark your calendar and set a reminder for April 9 at 8 p.m. ET. That's when I'll reveal all of my research to you. Remember it's free to attend.

Let the Game Come to You!

Big T