 Dear Reader, I hope you have enjoyed the relative stability of the stock market during first half of 2026 to the fullest. Because two massive economic forces are colliding in real-time, and the result is set to upend everything we thought we knew about investing. The first force: We're living through the fastest rate of technological change in human history. AI isn't just disrupting a few tech companies — it's threatening to make the world we know unrecognizable in just a few years. The second force: Trade relationships and peace deals that have held our global economy together for decades are hanging by a thread. If that thread breaks, we're looking at an era of chaos that will make 2008 look like a minor correction. I call what's coming The Age of Chaos. And almost no one I talk to is prepared for it. Not yet anyway. The Age of Chaos isn’t just another market cycle where you will eventually see the light at the end of the tunnel. The Age of Chaos is a fundamental reshaping of the economic order. And when the dust settles, we'll be managing our money in a completely different investment landscape. The wealth transfers will be historic. People who are wealthy today could be penniless when this decade ends. While those who position themselves correctly right now could build massive wealth. The great restructuring of the stock market is already happening: Reliable, household-name companies that fund managers have loved for years are getting crushed in 2026:
- Intuit: -57%
- Boston Scientific: -49%
- Tractor Supply: -40%
Meanwhile, a surge of dynamic companies positioned for this new world are exploding higher:
- Sandisk: +573%
- Rackspace: +444%
- Atomera: +262%
This isn't random market volatility. This is the beginning of an irreversible economic division that's just getting underway. And here's the uncomfortable truth:Many of the companies that could fail in The Age of Chaos may already be sitting in your portfolio right now. Names that have seemed untouchable throughout history. Names that every "expert" tells you to buy and hold forever. Names that could rob you of your hard-earned savings if you don't act soon. But I didn't reach out to you today to spread doom and gloom. I wrote because there's a way to protect yourself and potentially profit from what's coming. It starts with understanding which companies are on the brink right now... and which are positioned to thrive in The Age of Chaos. I'll show you the names and tickers of specific companies I believe you should sell before they crater, including some that might shock you. These aren't fly-by-night operations. These are companies that have been market darlings for years – and are still overweight in many investors’ accounts. More importantly, I'll share the names and tickers of the companies you can upgrade to that could multiply your money in the coming months. Companies that aren't just surviving this transformation but driving it. For instance, while everyone's focused on whether Tesla will get a much-needed lifeline from Space X, I've identified a little-known company that was just tapped as Nvidia's self-driving partner, already putting them miles ahead of Tesla in the autonomous driving race. (Get the ticker FREE here.) I've also got details on what could be the biggest megadeal in the AI space this year – a potential rupturing of the company referred to as "the unseen winner of the AI race." This company could soon split up into three of the hottest new AI stocks of 2026. If it does, all you have to do to automatically get shares in all of them is buy this stock NOW. It's a once-in-a-blue-moon opportunity you do not want to let pass you by. I'm giving away all of this analysis completely freein this broadcast. No membership required. No credit card. Just the unvarnished truth about what I see coming and how to position yourself for it. The Age of Chaos isn't something that might happen. It's already underway. Knowing the names and tickers of these stocks could mean the difference between winning and losing in the months ahead. Stream my free presentation today right here– and get all my carefully selected buys and sells now. Sincerely, Marc Chaikin
Founder, Chaikin Analytics
Further Reading from MarketBeat Media
Has Wall Street Got Monday.com Completely Wrong?By Sam Quirke. First Published: 7/22/2026. 
Key Points
- Monday.com's stock has fallen more than 70% on fears that AI coding tools will make its workflow software obsolete, despite recent gains since April.
- Recent earnings show revenue grew 24% year-over-year with record operating profit and gross retention, contradicting the bearish narrative about AI disruption.
- Monday.com is embracing agentic AI through a new seats-plus-credits pricing model, a $550 million buyback, and trades at a much lower valuation than last year.
- Special Report: This tiny piece of glass could be bigger than GPUs
Few stocks have taken as brutal a beating from AI disruption fears as Monday.com (NASDAQ: MNDY). Its shares have fallen more than 70% from last year's high and are currently trading below $80. The fear behind that collapse, as well as the declines among many of Monday’s software peers, has been well documented. Investors worry that AI coding tools now make it easy for companies to build their own workflow platforms in-house rather than pay for software subscriptions. But as we've seen with other software names in recent months, that fear has rarely matched reality as neatly as the charts would suggest.
The market seems to be picking up on this, too. Monday’s stock has been quietly forming a base since February and has gained 30% since April. In fact, there's a real argument that Monday’s own push into agentic AI could make this one of the more attractive entry points in software right now. Why the Core Business Isn’t Actually BrokenLet’s start with the numbers, because that’s where the biggest discrepancy lies between the company's performance and the stock's performance. In its most recent report, Monday’s revenue grew 24% year over year, while operating profit reached a record high. Full-year guidance for revenue and margins was also raised. Customer data was even more telling, with gross retention reaching a record high and the company’s enterprise motion gaining fresh momentum. If AI coding tools were hollowing out demand for Monday's platform as bears have feared, these metrics should all have been trending lower. The Agentic AI Pivot Is Well UnderwayWhat makes the bull case so compelling right now is how concrete Monday’s ongoing AI transition actually is. In May, the company rebranded itself as an "AI work platform," which co-CEO Eran Zinman described as “the biggest change in the history of our company,” adding that Monday was “going all-in on the new vision.” Monday’s latest pricing model backs that up. New customers are moving to a seats-plus-credits structure that ties what they pay directly to the AI-driven value they receive. This means revenue can expand as AI agents take on more work without requiring additional seat purchases. Existing customers can opt in, too, and enterprise customers are receiving complimentary AI packages to drive adoption. That's a direct answer to the exact fear that has been crushing SaaS valuations across the sector: that AI would make traditional per-seat pricing models obsolete. Interestingly for investors, Monday’s shift toward working with AI rather than fighting it is already starting to yield results. In its most recent quarter, management disclosed that AI pricing models contributed approximately 10% of net new annual recurring revenue, a figure that’s expected to grow substantially in the coming months and years. The fact that the stock is still trading at roughly the same price it was when these developments were reported in May only adds to the sense that we’re looking at a compelling entry opportunity. Further Reasons to Be BullishThe company’s ongoing share repurchase program is another reason for optimism, with more than $550 million currently being deployed to buy back shares. That kind of scale indicates that management believes the stock is badly mispriced relative to the company's performance. Recent analyst ratings, such as BTIG Research’s reiterated Buy rating last week and its $105 price target, only add to the bullish case. Monday’s current valuation is the cherry on top. Compared with a sky-high price-to-earnings (P/E) ratio of 413 last summer, Monday’s current P/E ratio of 33 looks like a bargain. Tying It All TogetherThe next major event to watch is Monday.com’s next earnings report in August. The updated numbers and any associated guidance from management will be an important test of whether Monday's AI monetization story is building momentum or stalling. At the moment, the market seems to be betting on the latter, which, for a stock that’s already down 75% in 12 months, is a dangerous place to be. Monday has plenty of positive factors working in its favor, and many of its key metrics are trending in the right direction. Add in the fact that it's trading at a valuation that’s a fraction of what it was a year ago while its own AI transformation continues to gain momentum, and you can’t help but feel this is a contrarian’s dream setup.
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