RJ Hamster
ASU
More Than Movies at the Phoenix Film Festival: The Art of Animation with Willie Ito: https://asuevents.asu.edu/event/more-movies-phoenix-film-festival-art-animation…
RJ Hamster
RJ Hamster
RJ Hamster
The place where heaven and earth meet
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Dear Peter,
I am about to leave for the Holy City, Jerusalem, the place where heaven and earth meet. The Jewish people are suffering today more than at any point in my lifetime, and it is so vital right now for those of us who believe the eternal promises of God to stand with them. Together we are telling, and more importantly showing, the people of Israel that they are not alone. We have received a generous matching gift challenge that will double your gift to help twice as many people—so please be as generous as you can when you send your gift today.
Your support of the Friends of Zion today allows us to comfort the people of Israel who have been devastated by the war, continue to purchase and deliver food, medicine, clothing, and other necessities of life for the poor Holocaust survivors and refugees of Ukraine, continue to operate the Friends of Zion Museum, and to meet urgent humanitarian needs among the poor Jewish people living in Israel.
Thank you so much for being part of this vital worldwide prayer movement.DONATE NOW
Pray For The Peace Of Jerusalem
“I come against the propaganda and lies that are designed to make Israel appear as the terrorist aggressor and the Palestinians as the victims! Lord God, let the world see the lie the media is perpetuating and reveal the truth of the promises You gave to Israel as her land of inheritance.”
Let the lying lips be put to silence; which speaks grievous things proudly and contemptuously against the righteous. Psalm 31:18
Join with us and millions of others around the world in prayer for Israel:PRAY WITH US
Russia and China deepen shadow support for Iran
As Russian and Chinese satellites conduct dozens of detailed imagery surveys across the Middle East to help Iran target U.S. forces and Israeli energy sites, and U.S. intelligence warns that Beijing is preparing shipments of shoulder-fired air defense systems for the Islamic Republic amid a fragile ceasefire, the depth of this backing for Tehran has come under sharp scrutiny.READ MORE
Despite war, 50,000 run in Jerusalem Marathon
More than 50,000 participants registered for the 15th International Jerusalem “Winner” Marathon, held Friday under the theme “Am Yisrael Runs,” in an event marked by a more subdued atmosphere than usual amid the ongoing war.READ MORE
Stay Connected
There is no better way to keep up with what is really happening in Israel and the world—the truth the liberal media won’t tell you—than with the redesigned and upgraded FOZ app. We have prepared this app to allow us to stay in touch with you and provide the most up-to-date news and prayer requests. This powerful tool will help you shape and focus your prayers, receive updates from Dr. Evans, and so much more. It is a must-have for every friend of Israel.APPLE APP ANDROID APP DONATE NOW
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RJ Hamster
Mother’s Day Brunch at Palma!
MOTHER’S DAY BRUNCH AT PALMA!
Celebrate Mom on Sunday, May 10th, with a Brunch experience that’s as amazing as she is! Indulge in a spread full of flavor, fun, and a little bit of everything she loves.
This special event is open to the public, and the Brunch menu includes:
- Start Sweet & Savory
Fresh baked pastries, a dreamy yogurt bar, classic breakfast favorites, and a made-to-order omelet station just the way she likes it - Dive Into the Cold Bar
Chilled seafood delights that include shrimp & ceviche, vibrant salads, and fresh seasonal fruit that tastes like spring on a plate - Savor the Hot Buffet
From rosemary chicken and creamy pasta primavera to pecan-crusted salmon with a bourbon glaze – all complimented by grilled mixed vegetables, wild rice, and herb potatoes – every bite is made to impress. - Carving Station Perfection
Tender, juicy prime rib carved just for you, served with all the classic accompaniments - Little Ones Welcome!
A kid-friendly buffet packed with fun favorites like ham & cheese sliders, mac & cheese bites, shoestring potatoes, silver dollar pancakes, & more! - End on a Sweet Note
Go all out at our over-the-top Build-Your-Own Banana Split Bar – because Mom deserves dessert (and thensome)!
Great food, warm memories, and a celebration Mom will truly love. Spots will fill fast – reserve your table now!
Mother’s Day Brunch Pricing:
- Encanterra Members | $60 plus tax and 20% Gratuity
- Adult Public | $70 plus tax and 20% Gratuity
- Kids 6-12 | $15 plus tax and 20% Gratuity
- Children 5 and under | Complimentary
Make your reservations today online via OpenTable!
We look forward to hosting you!
RJ Hamster
Your Night Prayer
Learn More About The Agony in the Garden by Mantegna
Today’s Night Prayer is brought to you by Catholic Coffee
A Night Prayer
Jesus Christ, my God, I adore You and thank You for all the graces You have given me this day. I offer You my sleep and all the moments of this night. I place myself and all my loved ones, wherever they may be, in Your sacred side and under the mantle of Our Blessed Mother. Let Your holy angels stand watch and keep us in peace. Amen.
Quote of the Day
“While the world changes, the cross stands firm.” -St. Bruno
Today’s Meditation
“Souls are won by words, and they are won by example, but above all, they are won by sacrifice. When I am weak, wrote St. Paul, then I am powerful. In this conflict, it is those who fall who are victorious; the salvation of the world belongs to the crucified.” —How To Pray Always by Raoul Plus, S.J.
An excerpt from How To Pray Always
The Perfect Pairing For Night Prayer
Relax with a rich cup of coffee that inspires you to aim for Heaven.
Browse our coffee that pairs each artisanal roast with a heavenly patron. With blends like St. Thomas Aquinas Honey Blend, St. Patrick’s Irish Cream, and St. Michael Dark Roast, there’s a selection for every Catholic coffee lover. Now available as K-cups!
Want to enjoy a hot cup while reading Night Prayer without risking beauty sleep? There’s a decaf roast, too! Check out Sleeping St. Joseph Decaf.See Them All
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Examination of Conscience
The daily examination of conscience is an ancient Catholic practice. It’s very simple, and it’s designed to help us identify our sins and weaknesses so that we can improve and grow stronger in the spiritual life, while providing an excellent ongoing preparation for regular Confession. It consists of taking a few minutes at the end of the day to prayerfully review our actions in the light of God’s commandments, followed by the Act of Contrition.
Reflect on the victories and losses
Actively reflecting on the high and low points of the day can help you live more intentionally and bring a renewed sense of resolve into the following day.
- Review your actions, words, and thoughts today. Did you actively guard yourself against temptation? Where did sin creep in?
- In what moments did you practice virtue and moral courage?
- Were you attuned to the Holy Spirit’s promptings today? Where did you feel His inspiration?
- Ask Him for the graces necessary to follow His Will more purposefully tomorrow.
Act of Contrition
O my God, I am heartily sorry for having offended Thee, and I detest all my sins because of Thy just punishments, but most of all because they offend Thee, my God, Who art all good and deserving of all my love. I firmly resolve with the help of Thy grace to sin no more and to avoid the near occasions of sin. Amen.
Practice gratitude
It is God’s love that has brought you into existence and to this exact moment. Practice looking for His hand in your day.
- Where did you feel His loving gaze upon you today?
- What people or moments helped you see God in your life?
- Thank God for all these moments!
- Ask Him to help you recognize His blessings and providence tomorrow.
Renew your commitment to Christ
Remember: our Faith is founded upon a Person—Christ! Renew your personal love and devotion to Him.
- Thank God for the gift of His Son Jesus and our call to be His disciples.
- Tell the Lord of your desire to know Christ more personally.
- If possible, set an intention for your day tomorrow. Ask Our Lord to guide you in this act.
- Pray a Hail Mary, Our Father, or another beloved prayer.
Rest with God
Praise Him, sun and moon, praise Him, all you shining stars! — Psalm 148:3
Compline
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RJ Hamster
Iran War TRUTH: What Was Revealed Behind Closed Doors
Dear Reader,
There’s a strategy behind the Iran war.
I know because I heard it directly.
In a closed-door meeting with a source whose connections run deep into global power networks.
He walked me through the real purpose.
The real objective.
And the massive deal tied to it.
I verified every piece.
And what I found confirms it:
This isn’t random.
It’s planned.
Click here to see the strategy behind the Iran war.
The sooner you understand this…
The better positioned you’ll be.
To your future,
Addison Wiggin
Founder, Grey Swan Investment Fraternity
FEATURED ARTICLE
The AI Infrastructure Trade Is Rotating
When Peter Thiel’s fund, Thiel Macro LLC, sold its entire Nvidia position in Q3 2025 — over 537,000 shares representing nearly 40% of the fund’s portfolio — the headline wrote itself: “Billionaire exits AI’s crown jewel.”
But the more important story wasn’t the exit. It was the pivot.
Thiel didn’t move to cash. He moved to software. Alongside the Nvidia liquidation, Thiel Macro initiated new positions in Microsoft and Apple — trimming the fund’s total U.S. equity exposure by more than half while rotating toward what he and a growing number of institutional managers appear to believe is the next phase of the AI trade: application-layer monetization over infrastructure speculation.
Thiel wasn’t alone. SoftBank sold its entire Nvidia stake — worth approximately $5.8 billion — in the same quarter. Goldman Sachs data later showed that hedge funds collectively sold stocks at the fastest rate in 13 years, with Nvidia among the top names shed. Meanwhile, Goldman’s own research showed funds rotating toward names with more predictable earnings profiles and lower valuation risk.
At the center of where that money appears to be going: Microsoft (MSFT).
Market Temperature: The Shift from “Picks and Shovels” to “Who Uses the Shovels”
The first chapter of the AI trade was hardware. Build the infrastructure. Sell the chips. Nvidia was the obvious beneficiary, and it delivered — shares surged more than 1,180% over a three-year span through the end of 2025.
But markets don’t pay the same multiple forever. As Nvidia’s valuation stretched toward 50x earnings, the question institutional managers began asking was no longer “Will AI grow?” It became: “Who is actually converting AI spending into durable, recurring revenue — and at what price?”
That question points directly to the software layer. Specifically, to a company already generating over $300 billion in annual revenue, growing operating income at 21% year-over-year, and sitting at the intersection of every major enterprise AI workflow on the planet.
Thiel’s strategy, described by analysts as prioritizing AI users over AI builders, maps almost perfectly onto what the institutional data is now confirming. In Q4 2025, Microsoft ranked as the second most widely held AI stock by hedge fund conviction — held by hundreds of funds, with Ken Griffin’s Citadel boosting its Microsoft position by over 1,600% in a single quarter. Israel Englander’s Millennium Management added shares. Tiger Global’s Chase Coleman added shares. The institutional convergence is hard to ignore.
Company Introduction: What Microsoft Actually Is in 2026
Microsoft is not a software company that dabbles in AI. It is, increasingly, an AI company that still sells software.
The distinction matters. Microsoft’s AI integration runs across three massive business units: Azure (cloud infrastructure), Microsoft 365 (productivity software), and Dynamics (enterprise applications). Each of these products now has an AI layer — Copilot — embedded directly into the workflow of more than a billion users globally.
That distribution moat is what separates Microsoft from nearly every other AI play on the market. It doesn’t need to convince enterprises to adopt AI. Its customers are already inside its ecosystem — and AI features are being layered on top of subscription relationships that renew annually, generating predictable, high-margin recurring revenue.
As CEO Satya Nadella stated in the most recent earnings call: “We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises.”
Data-Driven Deep Dive
Revenue: Consistent, Accelerating, and Large
- Q1 FY2026 (Sept 2025): $77.7 billion — up 18% year-over-year
- Q2 FY2026 (Dec 2025): $81.3 billion — up 17% year-over-year
- Trailing twelve months (as of Dec 2025): $305.5 billion — up nearly 17% year-over-year
- Full fiscal year 2025 (ended June 2025): $281.7 billion — up approximately 15% year-over-year
For a company generating over $300 billion in annual revenue, sustaining 17–18% top-line growth is a rare accomplishment. Most companies at that scale are fighting for 3–5% annually. The AI tailwind is doing real work here — and it’s compounding.
Profitability: Operating Leverage Is Real
- Q2 FY2026 operating income: $38.3 billion — up 21% year-over-year
- Q1 FY2026 operating income: $38.0 billion — up 24% year-over-year
- Net income (trailing twelve months, Dec 2025): $119.3 billion — up approximately 29% year-over-year
- Q2 FY2026 non-GAAP EPS: $4.14 — up 24% year-over-year
Operating income growing faster than revenue is the signal that matters. It means the business is generating more profit per dollar of revenue as it scales — classic operating leverage. That’s not easy to manufacture at $300+ billion in sales. It’s a structural advantage, not a one-quarter accounting quirk.
Azure: The Engine Inside the Engine
- Azure revenue growth (FY2025 full year): Up 34% to more than $75 billion
- Azure growth (Q1 FY2026): 40% year-over-year
- Azure has delivered 30%+ growth for 10 consecutive quarters
- Microsoft’s committed 2026 capex:approximately $94 billion — entirely directed at cloud and AI infrastructure expansion
Azure is not just growing — it’s accelerating. Ten straight quarters of 30%+ growth is an almost unheard-of streak for a cloud business at this scale. And with OpenAI committed to spending $250 billion of its computing budget through Azure, plus Anthropic’s models now available on Copilot Studio, the demand pipeline extends well beyond 2026.
Strategic Positioning: The OpenAI Bet
Microsoft holds approximately a 27% stake in OpenAI and privileged access to its intellectual property and models through 2032. That’s not just a financial investment — it’s a structural moat. Every major enterprise that wants to build on GPT-class models while staying inside a compliant, enterprise-grade cloud environment effectively routes through Azure.
This is the key insight that funds appear to be pricing in: Microsoft doesn’t need to win the AI chip wars. It needs to be the environment where AI gets deployed — and it already is.
The Valuation Case: A Rare Combination
Here is where the opportunity becomes genuinely interesting from a risk-reward standpoint.
After a meaningful pullback in early 2026, Microsoft’s forward price-to-earnings ratio dropped to approximately 30x — a level not seen in years for this business. For context:
- Nvidia’s forward P/E at peak concentration: approximately 50x
- Microsoft’s forward P/E after the 2026 pullback: approximately 30x
- 92% of Wall Street analysts rate Microsoft a buy or strong buy
- Median analyst price target implies approximately 55% upside from early 2026 lows
The business growing at 17–18% annually, with operating income compounding at 21–24%, is now available at a materially lower multiple than the AI infrastructure names it is effectively replacing in institutional portfolios. That asymmetry — strong fundamentals, compressed valuation — is precisely what large funds look for when rotating out of concentrated, high-multiple positions.
Three Scenario Ranges Worth Modeling
Scenario 1 – Azure Reaccelerates, Copilot Monetizes Broadly
- Revenue growth: 18%–22% annually over the next 2–3 years
- Operating margin direction:Expanding, as AI features carry higher attach rates
- Valuation: Multiple re-rates toward 35–40x as AI monetization becomes consensus
- Investor result: Earnings growth + multiple expansion = compounding outperformance
Scenario 2 – Steady Growth, Multiple Holds
- Revenue growth: 14%–17% annually
- Operating margin direction: Stable or slight expansion
- Valuation: Forward P/E stays in the 28–32x range
- Investor result: Stock performance roughly tracks earnings growth — a solid, lower-drama outcome
Scenario 3 – Capex Concerns Weigh on Sentiment
- Revenue growth: 10%–13% (Azure growth decelerates as competition intensifies)
- Operating margin direction:Compressed by $94 billion annual capex cycle
- Valuation: Multiple compresses toward 22–25x
- Investor result: Stock could be flat to modestly negative — but business remains highly profitable and strategically dominant
Notice the risk profile in Scenario 3 versus the equivalent bear case for a 50x multiple infrastructure name. At 30x forward earnings with $119 billion in trailing net income, Microsoft’s downside is structurally cushioned in a way that hyper-concentrated, high-multiple AI plays are not.
The Risks: What Could Break the Thesis
No editorial is complete without an honest accounting of what could go wrong. For Microsoft, the real risks are not existential — they’re margin and timing risks.
- Capex overhang: Microsoft is committing approximately $94 billion in capital expenditures for 2026. If AI adoption monetizes slower than expected, free cash flow could come under near-term pressure.
- Azure growth deceleration: The company noted one quarter of softer Azure growth due to internal infrastructure allocation rather than customer demand weakness. If that distinction blurs, sentiment could reset.
- OpenAI dependency risk: A 27% stake in a single AI partner introduces concentration risk. If OpenAI pursues its IPO and begins competing more directly with Azure offerings, the relationship dynamics could shift.
- Competition: Amazon Web Services and Google Cloud are not standing still. Azure’s 10-quarter streak of 30%+ growth will eventually face harder comparables and a more competitive pricing environment.
- Multiple expansion is not guaranteed:Even at 30x forward earnings, if the market re-rates the entire software sector lower, Microsoft is not immune to broader compression.
The Big Picture: Why This Rotation Makes Structural Sense
The AI infrastructure buildout — the data centers, the chips, the power — is a capital-intensive, cyclical business. Hyperscalers are collectively guiding toward hundreds of billions in data center spending through 2026 and beyond. That spending benefits Nvidia. But it also creates an enormous installed base of compute capacity that needs software to deploy, manage, and monetize.
Microsoft sits at that intersection. Every enterprise deploying AI workloads on Azure, every knowledge worker using Copilot inside Microsoft 365, every company running Dynamics with AI-embedded automation — all of that activity flows through Microsoft’s revenue line.
The AI arms race created the hardware winners of 2022–2025. The monetization phase — where AI spend converts into measurable enterprise ROI — may create the software winners of 2025–2028. That’s the macro thesis driving the rotation. And Microsoft, by scale, by distribution, and by early investment positioning, may be better placed than any other company to capture it.
Final Thought: What the Smart Money Signal Actually Means
Peter Thiel didn’t abandon AI. He rotated within it — from the infrastructure layer to the application layer. Ken Griffin didn’t get bearish on technology. He added to a position in a $3 trillion company growing at 17% annually at a 30x forward multiple. These are not fear-driven trades. They’re valuation-driven repositionings.
The question for individual investors isn’t “Should I copy what billionaires do?” It’s whether the underlying data — $305 billion in revenue, 10 consecutive quarters of 30%+ Azure growth, $119 billion in net income, $94 billion committed to infrastructure expansion — justifies putting Microsoft on a serious watch list as the AI trade’s next rising star.
Based on where institutional capital appears to be moving, the answer may already be forming.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. Always do your own research before making investment decisions.
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Today’s Blessing
Today’s Blessing
April 18, 2026
You have survived every hard day that came before this one. That is not a small thing. That is a testimony written in your own endurance — proof that something resilient lives inside you, quietly waiting to rise again.REMEMBER YOUR RESILIENCE
Discover Your Path
Today’s Blessing is here to guide you through life’s twists and turns, helping you become the best version of yourself and fulfill your destiny.✨Angel NumbersAngel numbers are divine affirmations from the universe, giving us signs we’re on the right track and that we’re not alone.CONTINUE →🙏Faith MessagesHear stories from around the world that will help motivate and bring positivity to your life’s journey.CONTINUE →💫InspirationEmpowering and inspirational stories. See some of these tips from our friends to set you on the pathway to success.CONTINUE →
You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.
Go forth and be blessed!LEARN MORE
🕊️
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RJ Hamster
A Calm Reminder Sent With Care
Stories That Inspire
Every day offers a new chance to grow—so explore stories filled with real-life inspiration, practical wisdom, and ideas that fuel your next step forward. Discover uplifting content curated to support your personal growth, and join thousands of readers who visit our site daily for motivation, insight, and a positive boost.
“Stillness is not emptiness—it is the space where clarity gathers and the soul remembers what matters most.”
In a world that rarely stops moving, the invitation to be still can feel almost countercultural. But stillness is where so much of the best thinking, healing, and renewal happens. If today has been loud or demanding, let this be your signal to pause—even briefly. In that pause, something important may find its way back to you.MORE INSPIRATION
You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.
Go forth and be blessed!GET BLESSINGS 🕊️
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RJ Hamster
This weird class of options would have delivered payouts…
Sponsored
Do you know the market has a natural bullish bias?
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In other words,
The market tends to post more winning weeks than losing ones. Since 2023, it has closed higher roughly 62% of the time.
That’s why you saw the S&P 500 finish positive for its third consecutive year in 2025.
And every Wall Street analyst now predicts the stock market will rally in 2026 for a fourth straight year.
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Now, are we saying you should buy and sit tight until the very end? No.
What we want to show you instead is a better move.
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You see,
Chris Pulver recently came across a weird class of options.
Options that have shown the potential to turn even a 0.1% move in the market into shots at 100% returns in just 7 days.
Take the week of September 8th last year, when talk of the so-called “September effect” was everywhere in the headlines.
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The market closed that week 1.8% higher,
But a quick trade using these special options would have delivered a 100% return in just 7 days.
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What about the following week?
The bullish bias pushed the market higher again over the next seven days, closing up 1.3%.
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The same specific trade would have once again produced a 100% winner in seven days.
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Of course, there would have been trades that didn’t work out.
But this bullish bias is not going away, especially with the recent multi-billion-dollar stimulus from the Federal Reserve.
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So on one side, you have the market’s natural bullish bias.
On the other hand, you have these options that are built to magnify even small upward moves.
That is why Chris put together a full breakdown with Lance Ippolito.
Granted, we can’t make reckless promises when it comes to trading, but…
Not only will you see the meat and potatoes behind this approach,
You’ll also see how you can position yourself for the next opportunity as it lines up.
If you are interested, this is the only place where you can get the full story on these weird options.
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RJ Hamster
Trump Admin to Pump $1 Billion into this “Off-the-Radar”…
APRIL 18, 2026 | READ ONLINE
TRUMP ADMIN TO PUMP $1 BILLION INTO THIS “OFF-THE-RADAR” AI STOCK
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into MP Materials. The stock popped 200%. It bought 10% of Trilogy Metals. The stock popped 500%. And now, Trump has chosen this AI stock for a $1 billion payday.
Click here for the full story and stock pick (free).
Further Reading from MarketBeat
3 Edge AI Stocks to Watch as the Next Wave of AI Demand Builds
Author: Bridget Bennett. Article Published: 4/4/2026.
KEY POINTS
- Honeywell is a quietly dominant edge AI infrastructure play, with an estimated 35% of revenue tied to rugged devices that run AI on factory floors, oil rigs, and power plants.
- Vertiv’s thermal and power management expertise positions it as a picks-and-shovels beneficiary as edge AI deployments scale from thousands to millions of distributed nodes.
- One Stop Systems is a speculative micro-cap pure play building ruggedized computing platforms for defense and autonomous equipment, with real contracts already in production.
- Special Report: Losing sleep over your retirement? Read this NOW (From The Oxford Club)
The AI trade has moved in waves—semiconductors, then software, then cloud infrastructure. Each wave rewarded early investors and punished latecomers. The next wave is already building, and it has little to do with data centers or chatbots. It’s edge AI: the technology that puts artificial intelligence directly inside machines. Keith Kaplan, CEO of TradeSmith, has been tracking this shift closely and sees three companies, across different risk profiles, positioned to ride it.
Why AI Can’t Stay in the Cloud
Most people still picture AI as a conversation with ChatGPT: type a question, wait for a server miles away to respond, and get an answer. That model works fine for text, but it falls apart the moment AI has to operate in the physical world.
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A Tesla (NASDAQ: TSLA) traveling at highway speed has roughly 100 milliseconds to spot a pedestrian, read a signal, and decide whether to brake—a round trip to a cloud server takes too long. John Deere’s (NYSE: DE) combines make thousands of decisions per minute in fields with no cell signal. Military drones processing targeting data can’t rely on a connection that an enemy jammer could cut. In each case, the AI must already live inside the machine. That’s edge AI—and the companies building chips, rugged hardware, and thermal infrastructure for it are facing a demand wave most investors haven’t priced in yet.
The edge AI market was roughly $11.8 billion in 2025 and is projected to approach $60 billion by 2030, implying nearly 37% annual growth. But the real story may move faster than projections suggest. Unlike the cloud AI boom, which was driven by a handful of hyperscalers, edge AI demand could spread across every autonomous vehicle, smart factory, hospital, satellite, power grid, and eventually every home—billions of devices across thousands of industries.
And that’s the scale of what’s coming.
Honeywell: The 140-Year-Old Edge AI Cornerstone
Honeywell (NASDAQ: HON) is nobody’s idea of a hot AI stock, and that’s exactly the opportunity.
Founded in 1885 and trading with a market cap near $147 billion, Honeywell is a profitable, dividend-paying industrial giant that many investors overlook when scanning for edge AI exposure.
They shouldn’t.
Honeywell builds the rugged devices that edge AI actually runs inside—on factory floors, oil rigs, and power plants. Honeywell’s enterprise-grade cybersecurity is integrated at the hardware level, and its industrial networking infrastructure connects edge devices to each other and to central systems. An estimated 35% of Honeywell’s revenue is already tied to edge AI applications.
The growth lever is an upgrade cycle that’s already underway. Honeywell doesn’t necessarily need to win many new customers—it needs to modernize thousands of existing siteswith AI-capable infrastructure. The installed base is massive and switching costs are high. For investors seeking serious edge AI exposure backed by a century-old balance sheet, Honeywell is a cornerstone holding.
Vertiv: The Thermal Backbone of Distributed AI
Vertiv (NYSE: VRT) has already been on a rocket ride, growing from roughly $10 billion to a market cap just over $100 billion.
The stock has run sharply over the past year, and its recent addition to the S&P 500 has brought a fresh wave of index fund buying. The question for investors is whether the run has room to continue.
The bullish case: the cloud data center boom involved a few hundred hyperscale facilities. Edge AI means millions of distributed nodes, each requiring power management and thermal solutions—Vertiv’s core business.
Here’s a key insight most people miss: edge devices are small, densely packed, and often deployed in harsher environments than climate-controlled data center racks. The thermal challenge at the edge can be as demanding as in centralized facilities, but in much tougher settings.
As edge nodes spread from factories to hospitals to substations to vehicles, Vertiv’s addressable market scales with that buildout. The valuation isn’t cheap—the P/E ratio reflects high expectations—but the demand trajectory could justify it if edge deployments accelerate on the timeline bulls expect. Think of Vertiv as the picks-and-shovels play for the physical infrastructure of edge AI.
One Stop Systems: A Speculative Pure Play on Defense-Grade Edge AI
One Stop Systems (NASDAQ: OSS) is a different animal. With a market cap around $250 million, it’s a thinly traded micro-cap that is not for the faint of heart.
The company is not yet net-income profitable, but it remains one of the purest public plays on edge AI.
One Stop Systems builds rugged, high-performance computing platforms engineered to survive conditions that would destroy conventional hardware—extreme heat, shock, vibration, and high g-forces. Its sweet spot is defense: the company holds contracts for the U.S. Navy’s Poseidon program, with lifetime revenue from that work already exceeding $65 million, and it’s supplying infrastructure for U.S. Army combat vehicles. A newer autonomous construction and mining equipment contract represents a $10 to $15 million five-year pipeline.
There is no cloud business here, no consumer division, and no software subscription to fall back on. This is all edge, all the time. The company has guided for 20% to 25% revenue growth in 2026, and the path to profitability looks attainable if the contract pipeline continues to expand.
The risk is real—small-cap, speculative, and volatile. But if defense-focused edge AI scales as geopolitical trends suggest, this is the kind of name that can move a portfolio.
The Uncomfortable Phase Is Where the Returns Are
Edge AI is not a trade. It’s the deployment of artificial intelligence into the physical world, and it’s just getting started. The demand shock hasn’t fully arrived: the infrastructure is being built, models are being trained, and deployments remain in early stages.
Investors who bought NVIDIA (NASDAQ: NVDA) early made extraordinary returns, but they did it when the thesis felt uncomfortable. That’s roughly where edge AI sits today—early, volatile, and full of conviction-testing moments. The difference is that demand here won’t be concentrated in a handful of hyperscalers; it will be distributed across every industry that operates in the physical world. Autonomous vehicles, smart manufacturing, AI-driven medicine, and defense robotics aren’t pausing for rate hikes or tariffs. The buildout is happening, and the companies enabling it are worth watching closely.
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RJ Hamster
Google beat Netscape. Facebook buried MySpace. Who’s next?
April 18, 2026
Dio Pouerie & Bo Nichols 
If Someone Called Nvidia at $0.11, Would You Listen to Their Next Pick?
Alexander Green doesn’t make predictions lightly. As Chief Investment Strategist of The Oxford Club, the former Wall Street analyst who called Nvidia at 11 cents—and retired at 43 after 16 years on the Street—has built his reputation on spotting market shifts before they happen.
Now he’s issued his boldest call yet: “The Second Wave is already here.”
The Law of the Second Wave
Markets never move in straight lines. Every bull run has its pioneers—the first-wave giants who prove the case. And every bull run eventually shifts to its successors: the second-wave innovators who take the baton and outrun the originals.
We’ve seen this story before. Netscape made headlines. Google built an empire. MySpace had the buzz. Facebook transformed culture. Amazon wasn’t the first online retailer, but it scaled fastest.
That’s the law of the second wave. The first companies break ground. The second companies build skyscrapers.
Why the Magnificent Seven’s Run Is Ending
For more than a decade, the “Magnificent Seven”—Apple, Amazon, Alphabet, Microsoft, Meta, Tesla, and Nvidia—carried the S&P. They defined earnings seasons. They minted fortunes.
But Green sees the mathematical reality: “Once you’re a trillion-dollar company, explosive growth becomes nearly impossible.”
The question investors should ask is simple: Can Nvidia really deliver another 1,000% move from here? Can Apple double its market cap again, the way it did with the iPhone’s launch?
The answer, Green argues, is physics. Big Tech’s future returns will look more like bonds than rockets. And the smart money knows it.
The $500 Billion Tell
The biggest clue isn’t in price charts. It’s in deal flow.
Over the past 18 months, Apple has locked long-term agreements with AI hardware suppliers most investors have never heard of. Google has poured hundreds of millions into startups building tools far outside its core search business. Nvidia itself has quietly taken stakes in next-generation firms just to secure chip capacity.
“When giants start writing checks to outsiders,” Green says, “it’s because they see the ground shifting. They can’t build everything in-house anymore. They’re betting on the very firms poised to become the second wave.”
This is the dealmakers’ gold rush. And it’s happening right now.
The Power Shift
What makes this moment different is geography. Not every player in the second wave hails from Silicon Valley.
- Austin is rapidly becoming the chip corridor of America.
- Toronto and Montreal have turned into machine-learning hotbeds.
- Boston’s biotech-AI labs are pushing boundaries that could create entirely new trillion-dollar industries.
- International hubs like Seoul, Tel Aviv, and Berlin are producing startups the Magnificent Seven can’t afford to ignore.
Innovation is dispersing. Capital is following. The second wave is rising in places most traders don’t even have on their screens.
The Generational Handoff
There’s another signpost: demographics.
Look at Robinhood accounts. Ask a 25-year-old what they own. It isn’t Buffett’s banks or industrial stalwarts. It’s AI chips, gaming platforms, and early-stage tech tied directly to artificial intelligence.
This “under-30 portfolio” isn’t just a cultural curiosity. It’s a signal of capital rotation. Younger traders don’t need convincing that AI is the next megatrend—they’re already positioned.
For older investors, that’s both a warning and an opportunity. The wealth transfer happens during the handoff—when a new generation locks onto the assets the old guard is still doubting.
The Seven Companies Positioned to Win
Green has identified exactly seven firms he believes will lead this transition. They’re in the right industries, backed by the right partnerships, and still small enough to move fast.
Like Google, Amazon, and Nvidia once were, these companies trade for dollars—not hundreds of dollars. But they’re already signing deals, scaling capacity, and building technology that could define the next decade.
Green calls them “The Next Magnificent Seven.”
Why Timing Matters
History proves that second waves don’t wait around. Facebook’s leapfrog of MySpace happened in months, not years. Investors who bought Nvidia at $1.10 in 2004 didn’t have a decade to mull it over—they had weeks before the move began.
The same dynamic is accelerating now. Deals are being signed. Capital is rotating. Younger investors are already in.
“The question isn’t whether the second wave will happen,” Green says. “It’s whether you’ll catch it before the institutions wake up.”
See Green’s Complete Analysis
The man who spotted Nvidia at 11 cents has just released his full research on The Next Magnificent Seven—including company names, ticker symbols, and specific price targets.
History doesn’t reward hesitation. It rewards those who spot the handoff and position before the crowd.
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