| Dear Member, I took notes during yesterday's Great AI Rotation briefing. And given how many questions we've been getting from members since it wrapped, I wanted to share the moments worth going back for. Here are the 10 I'd watch first (even if you caught the whole briefing): ➢ 02:14 — The moment Microsoft lost more than the entire market value of Bank of America. In 1 single day. It’s a documented data point that Michael uses to set up everything that follows (plus, why we believe the investors still holding the biggest AI stocks are sitting on the wrong side of a massive shift that's already in motion). ➢ 07:45 — Michael was in Silicon Valley when the Dot-Com Bubble formed. He watched it collapse from the inside. What he says AI looks like from that same vantage point today … and why the comparison most investors are making right now could be the most expensive mistake of the decade. The single data point that he says proves this isn't a bust, but something else entirely. ➢ 12:30 — The moment three billionaires change everything. Stan Druckenmiller. Peter Thiel. Bill Gates. What all three did with their biggest AI positions in the same quarter — and where Michael's data shows those billions landed next. His system detected the move before any of their filings went public. And that window is still open right now. ➢ 19:20 — The moment Michael told a roomful of tech investors to walk away from Nvidia. What he said to get into instead. Why most people in that room thought he was wrong. And what happened next (the number that settled the argument and that Michael believes is about to repeat itself in three different companies right now). ➢ 24:10 — $10,000 into Celestica could've become $40,200. That same $10,000 into Nvidia became $16,500. Same market. Same AI boom. Same twelve months. Michael walks through exactly why those two numbers are so different … and why his Signal is showing the identical gap forming right now between the stocks most investors own and the ones they've probably never heard of. ➢ 31:15 — Why most investors are tracking tech stocks (including the Magnificent 7) with the equivalent of a single thermometer for the entire country. What Michael's system sees instead — and why that difference is what made the Celestica call possible before a single analyst wrote a word about it. For any investor trying to understand where the next move is forming, this two-minute explanation is the most valuable thing in the entire briefing. ➢ 38:40 — Elon Musk’s Netscape moment is now just days away. What happened to every company already operating inside the internet ecosystem the day Netscape filed its IPO in 1995 … and why Michael believes one specific sector is days away from the same starting gun. The investors already positioned inside that ecosystem don't need to wait for the filing (but the ones who aren't — do). ➢ 46:55 — A Pentagon contract that cannot be cancelled without a national security consequence. $200 million. $1.6 billion in backlog stretching into 2027. And a mandatory buying program that started this quarter — billions of dollars now required to flow into one specific small stock regardless of earnings, analyst upgrades or market conditions. Michael calls it the Pentagon Dividend. And it's just getting started. ➢ 53:20 — 319% earnings growth. Nearly two million shares quietly accumulated by one of the greatest hedge fund managers alive. Most of Wall Street has probably never heard of this company. But Michael’s Signal is detecting accelerating accumulation right now — the same pattern it detected in Celestica before that trade moved (and in other Michael’s triple-digit winners). The rest of the market hasn’t caught up yet. That gap is closing. ➢ 01:02:40 — Michael's closing argument and the specific reason he believes folks who act on this rotation early will look back on this moment the way early Nvidia investors look back on 2019. I've had more questions about this two-minute stretch than anything else from yesterday. I suggest you watch this last. That's what I took away from yesterday’s briefing. If anything in those notes resonates — the official replay is the place to go deeper. Details on the specific opportunities Michael unveiled are all in there, along with everything else he covered. Watch the complete Great AI Rotation replay here. Best wishes, Amber Martin, Director
Weiss Member Care Team P.S. If you're short on time, go straight to the 38-minute mark. That's where Michael covers the three specific plays the Signal is flagging right now — the catalysts he's watching and why he believes at least two of them have a window measured in days, not weeks. The full replay is here. | 
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