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| By Jim Nelson |
We just finished up the 2026 Weiss Investment Summit in Boca Raton this week.
Your editors had a lot to say.
Michael A. Robinson discussed the AI Supercycle and how it shifted into its second phase.
He recommends you shift your approach with this change — drop the Mag 7 and buy infrastructure plays for the AI buildout.
Sean Brodrick told the audience that critical minerals are included on that Phase 2 AI list.
Nilus Mattive actually steered clear of AI completely (shock).
He told members about a number of microcap “intelligent speculation” ideas.
He gave you a peek at what that means here.
There were more than a dozen other speakers and too much to cover here.
But rest assured, your experts were still busy writing in between all those presentations.
Here’s what they are seeing right now …
The AI Buildout Is About to Begin
Jurica Dujmovic says this is your last chance to adjust your portfolio to play the AI buildout. It’s not just the big names you need to own.
Bet on this Barn-Burner of an Ag Investment
Sean gives you his recommendation to play high food prices. And it’s a lot easier than planting crops or raising chickens.
Bob Czeschin explains the two fallacies the market is making about Iran. He also gives you the one ticker you need to profit from them.
The Hidden Way to Play The $2T SpaceX IPO
While everyone wants to own shares of SpaceX before it IPOs, Michael has a hidden — and better — way to play it.
Have a great weekend!
Jim Nelson
Managing Editor, Weiss Ratings Daily
