Top Stocks

🚀 Discover Elon Musk's Potential Next Big AI Opportunity Josh Baylin believes Elon Musk could be developing an AI-powered device that could challenge the iPhone—and the biggest investment opportunities may be in the companies supplying the technology. 👉 Watch Josh's free presentation: https://ElonStarPhone.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ AI has already transformed the stock market. But as the technology moves beyond chips and data centers, which companies could become the next big winners—and which could get left behind? In this episode of Top Stocks, host Matt Weinschenk joins Bridget Bennett of MarketBeat for a special interview with Josh Baylin of Stansberry Research, recorded at the Stansberry Conference in Las Vegas. Josh previously anticipated the convergence of technology into the smartphone. Now he sees another major shift as AI agents, autonomous software, and connected devices change how people live, work, and invest. He explains why Tesla stands out for monetizing AI, why Meta could have an advantage with billions of users, and how investors should think about potential OpenAI and Anthropic IPOs. The conversation also covers a possible Tesla–SpaceX combination, Starlink's expanding connectivity, and Garmin's specialized businesses in fitness, aviation, and marine technology. But AI creates risks, too. Josh examines how autonomous agents could disrupt small businesses, challenge traditional software companies such as Salesforce and Adobe, and create opportunities for companies like SoundHound. Then comes his boldest stock prediction: Cloudflare could eventually become a Magnificent Seven-like company, with the potential to reach a trillion-dollar valuation. 👇 Which company do you think could lead the next AI boom? Tesla, Meta, Cloudflare—or an overlooked company? Let us know in the comments, and watch the full interview for Josh's perspective. CAN'T WATCH THE FULL EPISODE? START HERE: 00:00 – AI's Next Big Winners: Opening Preview 02:26 – How Josh Predicted the Smartphone Revolution 04:06 – How to Spot Technology That Lasts 07:49 – AI Agents and the Future of Personal Tech 13:07 – Who's Really Making Money From AI? 15:46 – Meta's Advantage in the AI Race 18:35 – Where the Next AI Profits Could Come From 20:09 – OpenAI and Anthropic: The IPO Question 21:32 – Why Josh Prefers to Wait on IPOs 26:18 – SpaceX, Starlink and a Potential Tesla Merger 31:24 – Garmin's Hidden Competitive Advantages 36:47 – How AI Could Change Product Design 41:32 – AI Agents: Opportunities and Risks 45:35 – SoundHound and AI Customer Service 48:11 – Could AI Disrupt Salesforce and Adobe? 51:12 – Could Cloudflare Join the Magnificent Seven? 👤 ABOUT THE GUEST Josh Baylin is a technology analyst at Stansberry Research whose career includes Bloomberg, Legg Mason, S.A.C. Capital, and work in quantitative investing, machine learning, and AI. 🎙️ ABOUT THE HOSTS Matt Weinschenk is an investment analyst, economist, and host of Top Stocks. Bridget Bennett joins from MarketBeat for this special collaboration. 📈 ABOUT TOP STOCKS Top Stocks examines the companies, technologies, and market trends shaping investment opportunities. 🔎 THE NEXT WAVE OF AI STOCKS From Tesla and Meta to Garmin, SoundHound, and Cloudflare, Josh explores the opportunities and disruptions created by AI's next phase. 📅 Views reflect market conditions at the time of recording. ⚠️ This content is for informational purposes only and is not investment advice. Do your own research or consult a qualified financial professional. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #JoshBaylin #MarketBeat #Cloudflare #Tesla #Meta #SpaceX #Starlink #AIStocks #ArtificialIntelligence #Investing #StockMarket #Garmin #SoundHound #TechStocks

🚀 Discover the Next Big AI Demand Shock While investors focus on Nvidia, Wall Street veteran Marc Chaikin believes the next wave of AI demand could send overlooked stocks soaring in 2027. 👉 Watch Marc's free prediction: https://AIDemandShock.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Artificial intelligence has already created trillions of dollars in wealth. But could the next big AI winner be Nvidia's biggest challenger? Just over a decade ago, Advanced Micro Devices (AMD) was fighting for survival. Now it's a major player in AI chips and data centers—and Marc Chaikin believes its opportunity could be getting bigger. In this episode of Top Stocks, host Matt Weinschenk sits down with the founder of Chaikin Analytics to explore AMD's comeback, its competition with Nvidia, and the next phase of the AI boom. Marc explains why demand for a second chip supplier is growing, how high-precision computing could enable advances in medicine and scientific research, and why AMD's latest technology has caught his attention. Then he opens his proprietary Power Gauge—a system combining 20 fundamental and technical factors—to show exactly what it says about AMD. The result? The Power Gauge is bullish on AMD, even as its valuation raises concerns. Marc also reveals why Nvidia may have had its "day in the sun," what earnings revisions tell investors, and why the strength of the semiconductor industry matters. 👇 Do you think AMD could become the next Nvidia? Could it reach a $2 trillion valuation? Tell us in the comments! Watch the full interview to see how Marc analyzes one of the AI boom's biggest stocks. CAN’T WATCH THE FULL EPISODE? START HERE: 00:22 – Could AMD Be the Next AI Giant? 03:52 – AMD's Comeback From Near Bankruptcy 05:46 – Why AMD Can Challenge Nvidia 06:32 – The High-Precision Chip Wall Street May Be Missing 09:10 – AI's Future in Medicine and Research 11:18 – AMD vs. Nvidia: Which Has More Upside? 13:17 – Has Nvidia Had Its Day in the Sun? 15:10 – How Marc's Power Gauge Works 17:36 – The Power Gauge's Rating on AMD 18:06 – Is AMD Too Expensive? 20:17 – Why Earnings Growth Matters 24:27 – AMD's Bullish Technical Signals 26:03 – What Wall Street Experts Are Watching 31:36 – Semiconductor Industry Momentum 👤 ABOUT THE GUEST Marc Chaikin is a Wall Street veteran, founder of Chaikin Analytics, and creator of the widely used Chaikin Money Flow indicator. His Power Gauge combines fundamental and technical data to help investors evaluate stocks. 🎙️ ABOUT THE HOST Matt Weinschenk is an investment analyst, economist, and host of Top Stocks. With more than two decades of experience, he covers investment opportunities and the trends shaping markets. 📈 ABOUT TOP STOCKS Hosted by Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 🔎 INSIDE THE POWER GAUGE Marc walks through AMD's valuation, earnings, technicals, and expert activity—and explains why its overall rating remains bullish. 📅 Views reflect market conditions at the time of recording. ⚠️ This content is for informational purposes only and is not investment advice. Do your own research or consult a qualified financial professional before investing. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #MarcChaikin #AMD #Nvidia #ArtificialIntelligence #AIStocks #Investing #StockMarket #Semiconductors #PowerGauge #ChaikinAnalytics #AIBoom #WallStreet

🚀 Discover Elon Musk’s Potential Next Big AI Opportunity While investors focus on Tesla, SpaceX, and the race to build better AI models, Stansberry tech analyst Josh Baylin believes Elon Musk could be developing something even bigger: an AI-powered device that could challenge Apple's iPhone. And some of the biggest investment opportunities may come from smaller companies helping make it possible. 👉 Watch free and discover the stock: https://ElonStarPhone.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Artificial intelligence has already created trillions of dollars in wealth. Nvidia, Microsoft, Meta, and other tech giants have seen enormous growth as companies race to build the infrastructure powering the AI revolution. But according to one of Wall Street's most prominent technology analysts, the biggest opportunities could still be ahead. Dan Ives believes we've seen less than 15% of the total AI spending that's coming. That means the AI boom may be far from over. So which stocks could benefit the most? And which companies risk getting left behind? In this special collaboration between Top Stocks and MarketBeat, recorded live at the Stansberry Conference in Las Vegas, Matt Weinschenk and Bridget Bennett sit down with Dan Ives, the renowned technology analyst and former Wedbush managing director who recently established Yorkville Ives & Company. Known for his bullish calls on technology and his coverage of companies like Tesla, Nvidia, Apple, and Palantir, Dan explains why he believes the AI revolution is still in its early stages. And why the next wave of winners could extend far beyond the Magnificent Seven. His message is clear: The AI revolution is still in its early stages. But not every company will come out ahead. Some businesses could become the next technology giants. Others could struggle to survive as competition intensifies and AI transforms entire industries. The challenge for investors is identifying which companies can turn the enormous AI spending boom into lasting profits. 👇 Do you agree with Dan Ives that the AI boom is far from over? Which AI stock do you believe has the biggest upside? Tell us in the comments! Watch the full interview to discover where Dan sees the next major opportunities. CAN’T WATCH THE FULL EPISODE? START HERE: 2:50 – Dan Ives: Why the AI Boom Is Just Getting Started 4:23 – Could AI Regulation Slow the Bull Market? 6:06 – Why Meta Could Benefit From an AI Slowdown 8:09 – Why Dan Is Bullish on Palantir 11:31 – When Will Big Tech's AI Spending Pay Off? 18:03 – Dan's Bold Prediction for Tesla and SpaceX 20:46 – Can Tesla Deliver on Robotaxis and Optimus? 21:56 – Apple's AI Strategy and the Future of the iPhone 23:19 – Microsoft's AI Future: Copilot and Azure 24:15 – Which Software Stocks Will Survive AI Disruption? 26:29 – Finding the Next Palantir or CrowdStrike 27:26 – How Dan Identifies Future AI Winners 29:55 – Dan's Final Prediction for the AI Bull Market 👤 ABOUT THE GUEST Dan Ives is one of Wall Street's most recognized technology analysts, known for his coverage of artificial intelligence, Tesla, Apple, Microsoft, Nvidia, and other major technology companies. After eight years covering technology at Wedbush Securities, Dan established Yorkville Ives & Company. He is widely followed for his bullish outlook on AI and his analysis of the companies shaping the future of technology. 🎙️ ABOUT THE HOSTS Matt Weinschenk is an investment analyst, economist, and host of Top Stocks. With more than two decades of experience, he focuses on identifying investment opportunities and analyzing the companies and economic trends shaping the markets. Bridget Bennett is a host at MarketBeat, where she covers financial markets, investment trends, and the companies driving change across Wall Street. 📈 ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 🤝 SPECIAL COLLABORATION This episode is a special collaboration between Top Stocks and MarketBeat, bringing together Matt Weinschenk and Bridget Bennett for an exclusive conversation with Dan Ives at the Stansberry Conference in Las Vegas. 📅 This episode was recorded in September 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #DanIves #ArtificialIntelligence #AIStocks #Investing #StockMarket #Nvidia #Tesla #Palantir #Microsoft #Apple #Meta #SpaceX #MarketBeat #AIBoom #WallStreet

🚀 Discover the Investment Opportunities Wall Street Is Overlooking While investors pour trillions into AI, Gabe Marshank is uncovering opportunities in a completely different corner of the market. His research focuses on a special type of corporate spinoff that could create overlooked and potentially undervalued stocks. 👉 Watch free: https://BetterThanIPOs.com/ 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Trillions of dollars are pouring into artificial intelligence. Companies are racing to build data centers, buy Nvidia chips, and develop increasingly powerful AI models. But there's one question investors can't afford to ignore: Will all this spending actually make money? Or are we watching the next massive stock market bubble? In this special episode of Top Stocks, recorded live at the Stansberry Conference in Las Vegas, Matt Weinschenk brings together two experienced Wall Street analysts with completely opposing views on the future of AI. On the bullish side is Alan Gula, a former Goldman Sachs and Barclays analyst who believes the demand for AI computing power is just getting started. On the bearish side is Gabe Marshank, editor of Market Maven and former hedge fund analyst at SAC Capital and Greenlight, who warns that massive overspending could destroy investor returns. Two analysts. Two opposing arguments. One massive question: Is AI a boom or a bubble? They debate: • Why trillions of dollars are being invested in AI infrastructure • Whether AI is repeating the mistakes of the dot-com and telecom bubbles • Why Alan believes demand for computing power will keep growing • Why Gabe thinks AI overspending could lead to massive losses • Whether Nvidia chips and data centers can generate sustainable returns • Why falling AI prices could threaten profitability • Whether OpenAI and Anthropic can justify their enormous valuations • The investment risks surrounding CoreWeave and other AI infrastructure companies • How electricity shortages could affect the AI boom • Which companies could become the biggest winners and losers • Why the biggest AI investment opportunities might not be where investors expect And while they disagree about who will profit, both recognize that AI could create extraordinary technological and economic value. The real debate is who actually captures that value — and who ends up paying for it. Matt puts both arguments to the test, challenges their assumptions, and ultimately declares a winner. But the market will have the final say. So who do YOU think won the debate? Are you bullish on AI like Alan, or do you agree with Gabe that a massive bubble could be forming? 👇 Tell us in the comments who made the stronger argument! Watch the full debate to decide for yourself. CAN’T WATCH THE FULL EPISODE? START HERE: 2:29 – Is AI a Boom or a Bubble? 3:15 – The Trillions Being Spent on AI 6:25 – Alan's Bull Case: Why AI Is Different 8:43 – Is AI Another Telecom Bubble? 11:16 – Can AI Data Centers Deliver Real Returns? 15:12 – Gabe's Bear Case: The AI Spending Problem 18:05 – Why AI Data Center Profits Could Collapse 21:53 – Breaking Down the AI Investment Ecosystem 22:52 – Can OpenAI and Anthropic Make Money? 30:22 – The Real Returns on AI Infrastructure 31:07 – The Bull Case for CoreWeave 36:10 – Why Gabe Thinks AI Investors Are Taking Too Much Risk 38:31 – Is AI Like Railroads, Electricity, or the Dot-Com Bubble? 41:32 – Can Investors Trust the AI Industry? 45:23 – The Biggest Winners and Losers of AI 46:28 – Who Won the AI Debate? 👤 ABOUT THE GUESTS Alan Gula is an investment analyst with experience at Goldman Sachs and Barclays. He focuses on technology, energy, and investment opportunities driven by major economic trends. Gabe Marshank is the editor of Market Maven and a former hedge fund analyst who worked at SAC Capital and Greenlight. He focuses on identifying investment opportunities through fundamental analysis and understanding the risks behind market trends. 📈 ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 📅 This episode was recorded in Septmeber 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #AIBubble #ArtificialIntelligence #AIStocks #Investing #StockMarket #Nvidia #OpenAI #Anthropic #CoreWeave #DataCenters #WallStreet #TechStocks

⛏️ Discover the AI-Powered Resource Boom Whitney Tilson Is Watching Whitney Tilson traveled to Mount Rushmore to investigate a little-known mining company that used AI to uncover a massive gold deposit — and he believes it could be part of a much bigger resource boom across America. ? Watch free: https://RushmoreGold.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Wars are breaking out. Oil prices are moving. Bond yields have surged. And geopolitics is once again becoming impossible for investors to ignore. But does a more dangerous world necessarily mean a more dangerous stock market? In this episode of Top Stocks, Matt Weinschenk sits down with geopolitical strategist Marko Papic at the Stansberry Conference to discuss how the global order is changing, what ongoing conflicts could mean for markets, and why geopolitical panic can sometimes create opportunities for disciplined investors. They discuss: • Why the world is shifting toward a more chaotic “multipolar” system • Why more regional conflicts don’t necessarily mean a global war • How geopolitical fear can create buying opportunities • Marko’s view of the Iran conflict and what it means for oil • How shifting U.S. politics could affect taxes and regulation • Why AI and data centers could face more regulatory pressure • How drones are changing modern warfare • Why Marko, a longtime bond bear, is starting to see opportunity in bonds • Why 5%+ Treasury yields could become attractive for long-term investors • Why Marko believes inflation could decline over the next five years For years, Marko has argued that investors need to pay closer attention to geopolitics. The world is moving away from the relatively stable global order investors became accustomed to and toward a multipolar system where no single country completely controls the rules. That could mean more conflict — but Marko argues it does not mean the global economy or stock market falls apart every time a crisis erupts. He points to Russia and Ukraine and the Middle East as examples of how markets and global supply chains can adapt even amid serious disruptions. For investors, he believes the key is separating frightening headlines from what is actually happening in markets. Marko also explains why his outlook on bonds is changing. After years of being bearish, he says yields around 5.2% are becoming increasingly attractive for investors with a five-year time horizon. While yields could still rise in the short term, he sees forces that could eventually push inflation and interest rates lower. His bigger message for investors is simple: Fear sells. But the world usually finds a way to keep going. Marko grew up in Yugoslavia, lived through war and hyperinflation, and spent part of his life in the Middle East. Those experiences have shaped how he views geopolitical crises and market panic today. So how should investors navigate a world of war, political change, higher bond yields, and constant geopolitical uncertainty? Watch the full conversation to find out. CAN’T WATCH THE FULL EPISODE? START HERE: 2:29 – Why Geopolitics Matters Again 5:01 – Understanding the New Multipolar World 9:09 – The Iran Conflict 12:46 – U.S. Politics, Taxes & Regulation 17:18 – AI, Data Centers & the Economy 22:22 – Are Drones Changing Warfare? 27:38 – Is It Finally Time to Buy Bonds? 31:15 – Why Inflation Could Fall 36:15 – Why Marko Doesn’t Panic About Geopolitics 40:23 – Why Fear Can Hurt Investors ? ABOUT THE GUEST: MARKO PAPIC Marko Papic is a geopolitical strategist who analyzes how politics, geopolitics, and global macroeconomic trends affect financial markets. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and views reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #MarkoPapic #Geopolitics #Investing #Stocks #StockMarket #Bonds #Oil #Iran #AI #Inflation #InterestRates #GlobalMarkets

? Discover Whitney Tilson’s Top Stock Pick Whitney Tilson has found a little-known company at the crossroads of AI and energy that he believes could be one of America’s greatest retirement stocks. ? Discover the stock: https://AmericaBestStock.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Warren Buffett built Berkshire Hathaway into one of the greatest wealth-creation machines in history. But now, Buffett has retired and Greg Abel is taking over. So what happens to Berkshire without the greatest investor of all time at the helm? In this episode, Matt Weinschenk sits down with longtime Berkshire expert and former hedge fund manager Whitney Tilson to break down what investors actually own when they buy Berkshire Hathaway, the investing strategy behind Buffett’s extraordinary track record, and whether Greg Abel can successfully lead the company into its next era. They discuss: • What Berkshire Hathaway actually owns — from insurance and railroads to its massive stock portfolio • The investing strategy behind Warren Buffett’s success • Why “let your winners run” may be one of Buffett’s most important investing lessons • Whether Greg Abel can successfully replace Warren Buffett • The changes Abel is already making at Berkshire • Why Burlington Northern and GEICO could represent major opportunities for improvement • The biggest mistakes Buffett may have made while building Berkshire • Whether Berkshire would be worth more today if Buffett had simply stuck with blue-chip stocks • How Whitney calculates Berkshire’s intrinsic value • Why Whitney estimates Berkshire is trading at roughly a 12% discount to intrinsic value Whitney has followed Berkshire for decades, attended its annual meetings, communicated personally with Buffett, and maintained a valuation model for the company for more than 25 years. His view of Berkshire’s next chapter is surprisingly simple: Greg Abel doesn’t need to become the next Warren Buffett. Whitney compares the transition to Steve Jobs handing Apple to Tim Cook. Abel may not have Buffett’s investing reputation or personality, but Whitney believes he could be exactly the kind of operator Berkshire needs to manage its enormous collection of businesses more effectively. That could matter because Whitney sees room for improvement inside some of Berkshire’s largest businesses. He points specifically to Burlington Northern and GEICO, arguing that both have underperformed comparable competitors and could benefit from tighter management under Abel. Whitney walks Matt through the methodology he has used to value Berkshire for more than 25 years: calculate the value of Berkshire’s cash and investments, then assign a multiple to the earnings generated by its operating businesses. His estimate comes to roughly $856,000 per A share, or $571 per B share. With Berkshire trading around $754,000 per A share at the time of the conversation, Whitney calculates that the stock is trading at approximately a 12% discount to his estimate of intrinsic value. Berkshire may never again compound at the extraordinary rates it achieved when it was smaller. But between its massive cash position, operating businesses, stock portfolio, and the possibility of better capital allocation under Abel, the company may be entering a very different — but still compelling — chapter. So can Berkshire Hathaway remain a Top Stock without Warren Buffett? CAN’T WATCH THE FULL EPISODE? START HERE: 2:41 – What Is Berkshire Hathaway? 7:51 – Buffett’s Investing Strategy 13:12 – Can Greg Abel Replace Buffett? 21:21 – Greg Abel’s Biggest Opportunity 28:32 – Warren Buffett’s Biggest Mistakes 36:36 – Is Berkshire Undervalued? ? ABOUT THE GUEST: WHITNEY TILSON Whitney Tilson is a former hedge fund manager and editor of Stansberry Investment Advisory. He has followed Berkshire Hathaway for decades and maintains an ongoing valuation of the company. He has also attended Berkshire annual meetings, met and spoken with Warren Buffett, and helped compile Buffett’s original partnership letters. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #BerkshireHathaway #WarrenBuffett #BRKB #BRKA #WhitneyTilson #GregAbel #Investing #Stocks #StockMarket #ValueInvesting #Buffett #BerkshireStock #StockAnalysis #LongTermInvesting #WallStreet