RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
2 Stocks to Buy for AI’s Next Stage
2 Stocks to Buy for AI’s Next Stage
Tom Yeung here with your Sunday Digest.
In the mid-2010s, Wall Street became smitten with finding the next iPhone supplier.
Skyworks Solutions Inc. (SWKS)… Cirrus Logic Inc. (CRUS)… Universal Display Corp. (OLED)…
These companies often saw their shares jump double-digits when a tech blog or analyst note reported that Apple Inc. (AAPL) had picked them as a supplier.
Yet, Apple was often a terrible customer. The smartphone maker famously demanded low prices and high quality, making it almost impossible for physical hardware makers to turn a profit. The charts of many iPhone supplier stocks ended up looking like Mount Everest.
Here’s an early-2010s one from semiconductor supplier Cirrus Logic…
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber Technologies Inc. (UBER), former TikTok owner ByteDance, and mobile advertising company AppLovin Corp. (APP) are now worth more than even the largest iPhone suppliers.
A similar scenario is now playing out in artificial intelligence.
Last week, we saw a massive selloff in AI’s “infrastructure” companies. Chipmakers… data center developers… power utilities…
These suppliers to OpenAI dropped double digits on fears about how much money they were sinking into a profitless industry.
InvestorPlace Senior Analyst Louis Navellier believes this is only a warning sign.
In a new presentation, he warns that February 25 could be the date when the market faces a sharp AI Dislocation. Expectations are simply too sky-high among these “Stage 1” companies building out the physical side of artificial intelligence.
Most investors will either panic-sell or buy the dip in precisely the wrong names… just as they did with iPhone suppliers in years before.
Fortunately, Louis believes that a small group of companies still offers ~500% upside thanks to being on the “Stage 2” end of the AI Revolution.
You can sign up for the presentation here.
In the meantime, I’d like to take two top stocks and illustrate why experience-focused AI companies will become critical, and why now is a great time for long-term investors to start buying the dip in some of these select names.
Let’s jump in…
Recommended Link
Is this company next in line for a direct government equity stake?
There is no AI future without nuclear energy, and Luke Lango believes the U.S. Government is preparing to make its own massive move in this sector. You see, one of the companies involved in this nuclear renaissance solves a critical problem the White House is desperate to fix: National security. Luke believes this specific company is next in line for a direct government equity stake. He identified the pattern months ago and tracked the political connections… and now the window to get in before the government announcement is closing fast. Click here to get the details before it’s too late.
The AI Legal Expert
In 2009, Google added legal document search to its Google Scholar search engine.
Many feared it would replace LexisNexis and Westlaw – the two dominant legal research platforms of the day. Google monopolized other search fields. Why not law as well?
But that never happened. You see, legal research doesn’t just require speed. It also needs evaluations, notes, secondary analysis, and other information that doesn’t show up in court briefs and rulings. Law firms additionally require airtight accuracy – something that no large language model (LLM) can guarantee.
That’s why Thomson Reuters Corp. (TRI)should eventually dig out of the 60% selloff that began in the middle of last year. The Westlaw owner has spent the past several decades creating the best-in-class legal research portal, and virtually every important court ruling (especially from appellate courts) is collected, researched, and vetted for significance. Much of the legwork is now done by AI, of course, but humans still check the final product.
In addition, Thomson Reuters has meticulously curated its other brands. The company sold its position in the London Stock Exchange in 2024 and used the cash to buy AI-focused acquisitions, including Additive (AI-powered tax document processing) and SafeSend (“last mile” automation of tax returns). The company also acquired Casetext in 2023, an early adopter of AI-powered legal research (now called CoCounsel). Growth is therefore expected to remain in the upper single digits, while net profits should rise twice as quickly.
Now, it’s certainly possible for AI companies to muscle in on Thomson Reuters’ businesses. After all, Alphabet Inc. (GOOG) is 100 times larger and could still crush the smaller firm by outspending it.
But doing so would mean hiring an entire team of salespeople, legal experts, and customer service agents to sell a Westlaw competitor… not to mention the work of annotating briefings, taking customer phone calls, and making database changes when errors are discovered. That would quickly become an enormous distraction for any tech firm.
Outfits like OpenAI and Anthropic are even less likely to compete with Thomson Reuters. These AI startups are racing to build the next generation of LLMs… and getting bogged down with creating a Westlaw competitor is a surefire way to fall behind.
Instead, these LLM firms are more likely to sell their AI product to Thomson Reuters and let the legacy firm handle the experience of using AI for legal research.
So, even though it might take a while for sentiment to improve, shares of TRI should eventually recover. According to my models, it has a 105% upside from here – an excellent investment for any long-term buyer.
The AI Provider to the Fortune 500
ServiceNow Inc. (NOW) has spent the past two decades building out a platform that reduces complexity in IT and business processes. The company was an early adopter of AI technologies and quickly expanded from its core IT service management (ITSM) business into customer service, talent development, sourcing, order management, and more.
Today, ServiceNow’s platform is used by more than 85% of Fortune 500 companies, and the company boasts a sky-high 98% customer retention rate. The software firm is also growing like wildfire. Revenue rose 21% in 2025, and analysts expect another 20% growth this year. Earnings per share are on track to surge 49%.
There are two keys to ServiceNow’s success.
- Modular System. ServiceNow’s platform makes it easy to cross-sell additional services. If an existing customer wants to add a human resources management system, it’s a phone call away. Furthermore, each additional product a customer uses increases the amount of data ServiceNow has about the company, making the system even more powerful. Roughly 75% of customers use multiple ServiceNow products.
- Artificial Intelligence. The second “secret sauce” of ServiceNow is the high quality of its AI systems. The company’s data analytics product is reportedly even better than those offered by AI darling Palantir Technologies Inc. (PLTR), and its development team has worked quickly to make dedicated AI agents for specific tasks, such as customer service and IT.
The plain fact is that ServiceNow should continue to grow because future AI projects will need structure. No matter how advanced OpenAI’s and Anthropic’s systems become, these chatbots need a platform to ingest data, come to conclusions, and do so in a repeatable way.
In other words, ServiceNow controls the experience that companies have in working with large language models.
The company is also valued at a tiny fraction of high-flying rival Palantir. In fact, ServiceNow could triple its share price and still be cheaper on virtually every valuation metric.
And so, I see the recent selloff as an opportunity to buy ServiceNow. Investors might be panicking about some software stocks for the right reasons… but concerns about ServiceNow are clearly overblown.
What GPT-5 and 5G Have in Common
5G technologies were an incredible leap forward when they were launched in 2019. The mobile data network used high frequencies, multiple bandwidths, and a more efficient network core that regularly transferred 500 megabits per second of data – more than enough to watch a high-definition movie on smartphones.
If 4G was a two-lane road of data, then 5G is a 12-lane interstate on a quiet weekend.
Interestingly, the biggest 5G winners were not the infrastructure companies that allowed 5G technologies to exist. Shares of AT&T Inc. (T) and Verizon Communications Inc. (VZ) have fallen since 2019.
Instead, the greatest success stories were firms like Netflix Inc. (NFLX), TikTok, and Apple – the companies that stream videos and provid the smartphones that display this entertainment. Every $10,000 invested in Netflix in 2019 was worth $35,000 by 2025.
Similarly, OpenAI’s GPT-5 represents a generational leap ahead in AI technologies. GPT-5 and its close rivals are now good enough to perform research… write code… and look a little like the 5G leap forward.
And much like 5G, the winners are increasingly looking like the “Stage 2” companies that come after the infrastructure gets built.
That’s why last week’s selloff of all AI-related companies was totally unwarranted. Many of these are “Stage 2” specialists that use AI themselves to provide a better product. And crucially, these companies provide the human-AI hybrid that guarantees accuracy in the way that pure AI models cannot.
That’s why my colleague Louis Navellierjust released his brand-new AI Dislocation broadcast.
In this free presentation, Louis explains why a whole new cohort of AI stocks could succeed current “Stage 1” winners. It’s a group of firms that will dominate in a world where AI experiencematters more than raw computing power.
To learn more about these under-the-radar “Stage 2” AI stocks, click here.
Until next week,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
2 Stocks to Buy for AI’s Next Stage
Tom Yeung here with your Sunday Digest.
In the mid-2010s, Wall Street became smitten with finding the next iPhone supplier.
Skyworks Solutions Inc. (SWKS)… Cirrus Logic Inc. (CRUS)… Universal Display Corp. (OLED)…
These companies often saw their shares jump double-digits when a tech blog or analyst note reported that Apple Inc. (AAPL) had picked them as a supplier.
Yet, Apple was often a terrible customer. The smartphone maker famously demanded low prices and high quality, making it almost impossible for physical hardware makers to turn a profit. The charts of many iPhone supplier stocks ended up looking like Mount Everest.
Here’s an early-2010s one from semiconductor supplier Cirrus Logic…
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber Technologies Inc. (UBER), former TikTok owner ByteDance, and mobile advertising company AppLovin Corp. (APP) are now worth more than even the largest iPhone suppliers.
A similar scenario is now playing out in artificial intelligence.
Last week, we saw a massive selloff in AI’s “infrastructure” companies. Chipmakers… data center developers… power utilities…
These suppliers to OpenAI dropped double digits on fears about how much money they were sinking into a profitless industry.
InvestorPlace Senior Analyst Louis Navellier believes this is only a warning sign.
In a new presentation, he warns that February 25 could be the date when the market faces a sharp AI Dislocation. Expectations are simply too sky-high among these “Stage 1” companies building out the physical side of artificial intelligence.
Most investors will either panic-sell or buy the dip in precisely the wrong names… just as they did with iPhone suppliers in years before.
Fortunately, Louis believes that a small group of companies still offers ~500% upside thanks to being on the “Stage 2” end of the AI Revolution.
You can sign up for the presentation here.
In the meantime, I’d like to take two top stocks and illustrate why experience-focused AI companies will become critical, and why now is a great time for long-term investors to start buying the dip in some of these select names.
Let’s jump in…
Recommended Link
Is this company next in line for a direct government equity stake?
There is no AI future without nuclear energy, and Luke Lango believes the U.S. Government is preparing to make its own massive move in this sector. You see, one of the companies involved in this nuclear renaissance solves a critical problem the White House is desperate to fix: National security. Luke believes this specific company is next in line for a direct government equity stake. He identified the pattern months ago and tracked the political connections… and now the window to get in before the government announcement is closing fast. Click here to get the details before it’s too late.
The AI Legal Expert
In 2009, Google added legal document search to its Google Scholar search engine.
Many feared it would replace LexisNexis and Westlaw – the two dominant legal research platforms of the day. Google monopolized other search fields. Why not law as well?
But that never happened. You see, legal research doesn’t just require speed. It also needs evaluations, notes, secondary analysis, and other information that doesn’t show up in court briefs and rulings. Law firms additionally require airtight accuracy – something that no large language model (LLM) can guarantee.
That’s why Thomson Reuters Corp. (TRI)should eventually dig out of the 60% selloff that began in the middle of last year. The Westlaw owner has spent the past several decades creating the best-in-class legal research portal, and virtually every important court ruling (especially from appellate courts) is collected, researched, and vetted for significance. Much of the legwork is now done by AI, of course, but humans still check the final product.
In addition, Thomson Reuters has meticulously curated its other brands. The company sold its position in the London Stock Exchange in 2024 and used the cash to buy AI-focused acquisitions, including Additive (AI-powered tax document processing) and SafeSend (“last mile” automation of tax returns). The company also acquired Casetext in 2023, an early adopter of AI-powered legal research (now called CoCounsel). Growth is therefore expected to remain in the upper single digits, while net profits should rise twice as quickly.
Now, it’s certainly possible for AI companies to muscle in on Thomson Reuters’ businesses. After all, Alphabet Inc. (GOOG) is 100 times larger and could still crush the smaller firm by outspending it.
But doing so would mean hiring an entire team of salespeople, legal experts, and customer service agents to sell a Westlaw competitor… not to mention the work of annotating briefings, taking customer phone calls, and making database changes when errors are discovered. That would quickly become an enormous distraction for any tech firm.
Outfits like OpenAI and Anthropic are even less likely to compete with Thomson Reuters. These AI startups are racing to build the next generation of LLMs… and getting bogged down with creating a Westlaw competitor is a surefire way to fall behind.
Instead, these LLM firms are more likely to sell their AI product to Thomson Reuters and let the legacy firm handle the experience of using AI for legal research.
So, even though it might take a while for sentiment to improve, shares of TRI should eventually recover. According to my models, it has a 105% upside from here – an excellent investment for any long-term buyer.
The AI Provider to the Fortune 500
ServiceNow Inc. (NOW) has spent the past two decades building out a platform that reduces complexity in IT and business processes. The company was an early adopter of AI technologies and quickly expanded from its core IT service management (ITSM) business into customer service, talent development, sourcing, order management, and more.
Today, ServiceNow’s platform is used by more than 85% of Fortune 500 companies, and the company boasts a sky-high 98% customer retention rate. The software firm is also growing like wildfire. Revenue rose 21% in 2025, and analysts expect another 20% growth this year. Earnings per share are on track to surge 49%.
There are two keys to ServiceNow’s success.
- Modular System. ServiceNow’s platform makes it easy to cross-sell additional services. If an existing customer wants to add a human resources management system, it’s a phone call away. Furthermore, each additional product a customer uses increases the amount of data ServiceNow has about the company, making the system even more powerful. Roughly 75% of customers use multiple ServiceNow products.
- Artificial Intelligence. The second “secret sauce” of ServiceNow is the high quality of its AI systems. The company’s data analytics product is reportedly even better than those offered by AI darling Palantir Technologies Inc. (PLTR), and its development team has worked quickly to make dedicated AI agents for specific tasks, such as customer service and IT.
The plain fact is that ServiceNow should continue to grow because future AI projects will need structure. No matter how advanced OpenAI’s and Anthropic’s systems become, these chatbots need a platform to ingest data, come to conclusions, and do so in a repeatable way.
In other words, ServiceNow controls the experience that companies have in working with large language models.
The company is also valued at a tiny fraction of high-flying rival Palantir. In fact, ServiceNow could triple its share price and still be cheaper on virtually every valuation metric.
And so, I see the recent selloff as an opportunity to buy ServiceNow. Investors might be panicking about some software stocks for the right reasons… but concerns about ServiceNow are clearly overblown.
What GPT-5 and 5G Have in Common
5G technologies were an incredible leap forward when they were launched in 2019. The mobile data network used high frequencies, multiple bandwidths, and a more efficient network core that regularly transferred 500 megabits per second of data – more than enough to watch a high-definition movie on smartphones.
If 4G was a two-lane road of data, then 5G is a 12-lane interstate on a quiet weekend.
Interestingly, the biggest 5G winners were not the infrastructure companies that allowed 5G technologies to exist. Shares of AT&T Inc. (T) and Verizon Communications Inc. (VZ) have fallen since 2019.
Instead, the greatest success stories were firms like Netflix Inc. (NFLX), TikTok, and Apple – the companies that stream videos and provid the smartphones that display this entertainment. Every $10,000 invested in Netflix in 2019 was worth $35,000 by 2025.
Similarly, OpenAI’s GPT-5 represents a generational leap ahead in AI technologies. GPT-5 and its close rivals are now good enough to perform research… write code… and look a little like the 5G leap forward.
And much like 5G, the winners are increasingly looking like the “Stage 2” companies that come after the infrastructure gets built.
That’s why last week’s selloff of all AI-related companies was totally unwarranted. Many of these are “Stage 2” specialists that use AI themselves to provide a better product. And crucially, these companies provide the human-AI hybrid that guarantees accuracy in the way that pure AI models cannot.
That’s why my colleague Louis Navellierjust released his brand-new AI Dislocation broadcast.
In this free presentation, Louis explains why a whole new cohort of AI stocks could succeed current “Stage 1” winners. It’s a group of firms that will dominate in a world where AI experiencematters more than raw computing power.
To learn more about these under-the-radar “Stage 2” AI stocks, click here.
Until next week,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
RJ Hamster
Amazon’s Spending Shock | Dow Hits 50K | Fed…
February 08, 2026
OPENING THESIS
The market just delivered a masterclass in how spending announcements can reward some companies while punishing others.
While Nvidia surged 8% and the Dow crossed 50,000, Amazon tumbled 7% after outlining massive 2026 capex plans.
The difference?
Timing, expectations, and which side of the AI arms race you’re funding.
Nvidia daily chart showing 8% surge
MARKET OVERVIEW
The Recovery That Proved the Point
The S&P 500 jumped 1.97% to 6,932.30, climbing back into positive territory for 2026. The Nasdaq advanced 2.18% to 23,031.21.
This wasn’t just any bounce. It was a systematic reversal after markets had wiped out roughly $1 trillion in market capitalization.
The Dow’s historic milestone above 50,000 became the headline, but the real story was underneath. Selective buying, not broad euphoria.
Investor Signal: The market is rewarding companies that can execute on AI spending, not just announce it.
The Greatest Stock Story Ever?
I had to share this today.
A strange new “wonder material”just shattered two world records — and the company behind it is suddenly partnering with some of the biggest names in tech.
We’re talking Samsung, LG, Lenovo, Dell, Xiaomi… and Nvidia.
Nvidia is already racing to deploy this technology inside its new AI super-factories.
Why the urgency?
Because this breakthrough could become critical to the next phase of AI. And if any tiny stock has the potential to repeat Nvidia’s 35,600% climb, this might be it.
DEEP DIVE
Amazon’s $7 Billion Problem
Amazon daily chart showing 7% decline
Amazon plunged 7% despite strong earnings after outlining plans for a massive 2026 spending increase. The culprit: cloud infrastructure capex that promises returns years down the road.
Compare this to Nvidia, which surged over 8% on the same day. Same AI theme, opposite market reaction.
The difference is simple: Nvidia sells picks and shovels during a gold rush. Amazon is digging holes and asking investors to trust the eventual payoff.
Wall Street has seen this movie before with tech capex cycles. The companies that spend early often create the most value long-term, but they get punished short-term.
Tesla and Broadcom also posted sizable gains, suggesting investors are separating execution stories from spending stories.
Investor Signal: The AI spending playbook is getting more sophisticated – markets reward revenue enablers, punish cost accumulators.
WHAT IT MEANS
The Fed’s Dovish Surprise
Market expectations for Fed rate cuts ticked up this week after a relatively dovish FOMC meeting. Powell noted the most likely next move remains a cut, but only after tariff inflation effects prove temporary.
The Fed is well-positioned to remain on hold through the first half of 2026 at least. But markets are pricing in more optimism than that.
This creates an interesting setup: stocks rising on rate cut hopes while the Fed signals patience. Eventually, one side adjusts.
The recent market volatility suggests institutions are using any Fed dovishness as an opportunity to rotate positions, not add risk.
Investor Signal: Rate cut optimism is providing cover for tactical repositioning, not driving fundamental demand.
The Fed Didn’t Cut — And Crypto’s Next Move Is Setting Up
The Fed just held rates steady, and in crypto, that often marks the start of major positioning before liquidity flows back in.
These macro transitions have kicked off some of the biggest runs in past cycles. But the real gains don’t go to every coin — they go to projects with real adoption, strong fundamentals, and infrastructure institutions are already using.
One coin is flashing those signals right now and still trades at a steep discount.
👉 Get the full breakdown before the window closes.
SECTOR SPOTLIGHT
The Software Selloff Reversal
Tech rebounded after major software stock selloffs earlier this week. The pattern was classic: indiscriminate selling followed by selective buying.
Software companies with clear AI monetization stories led the recovery. Those still promising future benefits lagged.
This mirrors the broader AI spending narrative playing out across the market. Execution matters more than vision in the current environment.
The recovery in tech suggests the selloff was more about position management than fundamental deterioration.
Investor Signal: Software is stabilizing along AI monetization lines – immediate revenue impact trumps long-term potential.
The AI Stock 6 Tech Giants Are Buying
Twenty years ago, $7,000 spread across the original Magnificent Seven could be worth $1.18 million today.
Now, the famous investor who called 4 of the best performing stocks of the last 20 years says:
“Forget those old stocks. I’ve found the NEXT seven.“
And one of them recently pulled off something insane…
Apple, Nvidia, Google, Intel, Samsung and AMD have ALL bought shares of this company.
The same analyst who found Nvidia at $1.10 (split-adjusted) is now revealing the details — including all seven stocks he believes could lead the next AI wave.
👉 See the full breakdown here.
CLOSING LENS
Data/technology servers image
Markets don’t care about your spending plans. They care about your earning plans.
Amazon learned this the hard way. Nvidia proved it the profitable way.
The same dollar invested in AI infrastructure gets different market reactions depending on how quickly it translates to revenue. This is not short-sightedness. It’s risk management.
Companies that spend big early often create the most long-term value. But they also carry the most execution risk. Markets price that risk accordingly.
The Dow crossing 50,000 was the headline. The real story was which companies got rewarded for their spending strategies and which got punished.
This pattern will repeat throughout 2026 as more companies outline their AI capex plans. The market will separate the revenue enablers from the cost accumulators.
Position accordingly. The market is teaching us how to think about AI spending. Listen to the lesson.
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RJ Hamster
White House invests $1.6B; here’s what’s happening
Dear Reader,
On December 5th, I predicted the White House would invest in USA Rare Earth (USAR)…
On January 24th, the Government sent shares soaring after announcing a $1.6 billion stake.
Click here for the stock I predict it will buy next.
To your wealth,
Luke Lango
Senior Investment Analyst, InvestorPlace
P.S. This is the second time the White House has invested in a stock from my predicted buy list of critical geopolitical companies that I’m calling “The President’s Portfolio.”
This ad is sent on behalf of InvestorPlace Media at 1125 N. Charles Street, Baltimore, Maryland 21201. If you’re not interested in this opportunity, please click here.Stockguru LLC (dba InvestingDistrict), 2563 cherry hill ln, Hermitage, PA 16148, United StatesYou may unsubscribe or change your contact details at any time.
RJ Hamster
The AI Infrastructure Arms Race Hits Peak Intensity
Your Daily Market Alert
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The stock market keeps climbing, and you’d think everything worth owning would be priced for perfection by now. But here’s something that caught my attention: some of the fastest-growing technology…
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Jennifer Garner’s Company Goes Public and Gains Big
Once Upon a Farm just had the kind of market debut that makes early investors smile. The organic baby food company backed by actress Jennifer Garner saw its shares jump significantly in its first day…
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His salary is $400,000 a year. But his tax returns show he collects up to $250,000 a MONTH from one source. It’s not real estate. It’s not stocks.
Discover what it is… And how you can get in for less than $20 >>
LATEST NEWS
Tech Stocks Bounce Back: What Friday’s Rally Means for Your Portfolio
Markets threw investors a curveball Friday. After days of watching tech stocks get hammered on artificial intelligence concerns, the major indexes staged what looks like their strongest single-day rally…
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[Urgent] Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again with Tesla… which is up more than 19,500% since 2010. For perspective, that turns $100 invested into almost $20,000! And now, Elon could be set to do it for the third and final time… with what might be his biggest breakthrough yet. And for the first time ever, you have the rare chance to profit BEFORE the upcoming IPO.
Click here now for the urgent details on this hidden play.
LATEST NEWS
Defense Stocks Are Crushing the Market and they Could Push Even Higher
Defense contractors are having an exceptional start to the year, and the rally shows few signs of slowing down. The aerospace and defense sector has significantly outpaced the broader…
SPONSORED
AI Data Centers Need Germany’s Worth Of Electricity By 2030
International Energy Agency: AI will demand electricity of entire nations by 2030. Trump: “We’re going to have to double or triple our electricity.” Natural gas is the only scalable solution. Pipeline companies are required to pay out cash flow. Like owning a tollbooth on the busiest highway — you get paid every time AI systems need power. Could generate $1,125 to $4,290 monthly. Not speculation — essential infrastructure income. Simple as buying a stock.
See The Infrastructure Income Strategy
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See the Coin Crypto Billionaires Are Quietly Buying →
Legendary Wall Street Stockpicker Names #1 Stock of 2026
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RJ Hamster
This Week With Gosar
Contact Me | Media Center | Our District
Weekly Newsletter
February 8, 2026
Gosar Seeks Answers from DHS Regarding Detention Center in Surprise
This week, I sent a letter to the Department of Homeland Security seeking answers about reports that a warehouse facility in Surprise could be converted into a large-scale federal immigration detention center. I strongly support Immigration and Customs Enforcement and the enforcement of our immigration laws. Still, federal actions must be carried out transparently and with proper coordination with state and local officials. Communities deserve clear information about potential impacts on infrastructure, public safety, and emergency services, and my inquiry ensures those common-sense concerns are fully addressed before any decision moves forward. You can read my letter by clicking here. I will continue to closely monitor this issue and will be sure to report back!
Gosar Votes to Fund ICE and Reopen the Federal Government
This week, right on cue during Groundhog Day week, Congress relived the same disgraceful failure. Same actors. Same talking points. Same deadly consequences. Another government shutdown, not because Washington can’t fund a museum or rename a post office, but because Democrats deliberately chose not to fund the Department of Homeland Security and are refusing to protect American citizens.
And let’s be brutally clear about what that choice means. This is a sick stunt. Democrats are perfectly willing to shut down the government to shield violent illegal aliens—people whose crimes have destroyed families, shattered communities, and stolen innocent lives—while showing outright contempt for the victims left behind. They will go to extraordinary lengths to defend criminal illegals who should never have been in this country yet won’t lift a finger for the parents who have buried their sons or daughters.
Even worse, Democrats won’t even say the victims’ names. They refuse to acknowledge women like Laken Riley, the 22-year-old nursing student brutally attacked and murdered while jogging in Athens, Georgia—and the countless other Americans whose lives were stolen as a direct result of failed border enforcement. They erase the victims because naming them would expose the human cost of their policies. Instead, they demand a government shutdown that defunds DHS and guarantees more tragedy.
That is not compassion. It is grotesque hypocrisy. You cannot prevent the next murder while dismantling the very agency responsible for stopping it.
Look at the parents who have lost their children because thousands of violent illegal aliens were released into their communities across America by Joe Biden and woke judges. When Democrats refuse to fund Homeland Security, the message to those families is unmistakable and chilling: we care more about the criminals who destroyed your lives than about you.They don’t care about the devastation. They don’t care about the lives lost. And they clearly don’t care if it happens again.
Meanwhile, DHS agents—the men and women standing on the front lines—are being abandoned by the very government they serve. These agents are overwhelmed and stretched to the breaking point, yet Democrats are content to play shutdown games and posture for professional activists. Refusing to fund DHS is a deliberate act of sabotage against law enforcement and border security—and a slap in the face to every agent risking their life to protect American communities.
This isn’t governance. It’s moral cowardice. It’s a perverse set of priorities that elevates violent illegal aliens over innocent Americans and treats shattered families as acceptable collateral damage.
Groundhog Day is supposed to be a joke. This isn’t. Victims don’t get rewinds. Families don’t get second chances. And communities don’t recover because of hollow speeches or staged outrage.Enough excuses. Enough reruns. This week, I voted to reopen the federal government and fund Homeland Security. I stand with the victims, not the criminals. I stand with the families, not the ideologues. I stand with the DHS agents on the front lines. My vote was about refusing to let political games further harm American families and law enforcement, and I will continue to push for full DHS funding, border enforcement, and policies that put Americans first—without sacrificing American lives to shutdown theater.
Gosar Votes to Ensure Veterans’ Earned Pensions Are Paid to Families
This week, I voted in support of H.R. 3123, legislation that requires the Department of Veterans Affairs to pay a “due and unpaid pension” to a veteran’s next of kin when a claim has been approved but the veteran passes away before the first payment is issued. This commonsense measure stands up for veterans and their families, who have already borne the cost of service to our nation.
No veteran who earned a pension should see those benefits vanish because of bureaucratic delay, and no surviving spouse or child should be penalized for the VA’s failure to act promptly. This bill ensures that benefits already approved are rightfully delivered to a veteran’s loved ones, honoring their service and providing families with the dignity and financial security they deserve. It fixes an unjust administrative flaw, holds the VA accountable, and keeps faith with veterans—without creating new entitlements or expanding government—by making sure promises made are promises kept.
Clintons Agree to Testify on Epstein Investigation
Facing the real prospect of contempt and possible jail time for defying a lawfully issued congressional subpoena, Bill Clinton and Hillary Clinton finally agreed to testify. Their sudden cooperation came only after it became clear that Congress was prepared to enforce its authority—underscoring a troubling pattern of delay and avoidance rather than respect for the law.
As a member of the House Oversight and Government Reform Committee, I welcome their eventual decision to appear in the committee’s investigation into Jeffrey Epstein, but it should never have required the threat of contempt to compel compliance. This episode reinforces exactly why aggressive and unyielding congressional oversight is necessary, especially when powerful political elites are involved.
I have consistently voted for full transparency and accountability concerning the Epstein investigation because the American people deserve the truth. No one—regardless of wealth, status, or political connections—is above the law, and I will continue pressing for a complete and transparent accounting of Epstein’s crimes and anyone who enabled them.
Gosar Applauds Landmark Verdict and Growing Medical Rejection of Child Gender Surgeries
I strongly support the landmark jury verdict this week holding medical providers accountable for approving an irreversible double mastectomy on a minor without meeting the required standard of care. That decision sends a clear and long-overdue message: children cannot consent to life-altering procedures, and medical professionals who fail to protect vulnerable minors will be held responsible under the law.
This ruling is reinforced by a significant new development this week in the medical community. The American Society of Plastic Surgeons has formally disavowed so-called gender transition surgeries for minors, citing low-quality evidence and unclear risk-benefit outcomes. This acknowledgment confirms what many parents and physicians have warned for years—that these procedures were pushed as “settled science” despite a lack of credible data and long-term safeguards. Leaders at the Department of Health and Human Services have welcomed this shift, noting it reflects a growing move toward caution as medical organizations reassess these dangerous interventions.
Together, this jury verdict and the growing rejection of pediatric gender surgeries mark a turning point. They affirm that ideology has no place in medicine and that protecting children must come before political or financial interests. My legislative record reflects this same commitment. I have consistently fought to prohibit irreversible transition procedures on minors and to block taxpayer funding for them.
As a dentist for more than 25 years, informed consent was required before I performed even the most routine procedures. When treating children, that consent came from parents or guardians—not the child alone. In a country where you cannot legally buy a beer until age 21, allowing minors to direct doctors to perform irreversible sexual mutilation falls far below any acceptable standard of care. This verdict is long overdue, and I hope it is the first of many. I will continue pressing for accountability, medical integrity, and laws that protect children—not experiments on them.
Tweet of the Week:
Photo of the Week:
📸 Don Ehrke from Kingman, AZ shares this amazing photo he snapped while recently hiking in Buckskin Mountain State Park. Great picture, Don! Thanks for sharing.
Do you want the chance for your photograph to be featured as our “Picture of the Week?” If so, send your best shots along with a brief description to Anthony.foti@mail.house.gov. Remember to include your name and where you live.
Gosar in the News and Other Must-Read Stories:
📰 12 News: Rep. Paul Gosar requesting info on possible ICE facility in Surprise
🗞 Cronkite News: Uproar over Surprise ICE facility prompts Gosar to demand transparency from Noem
📰 Surprise Today: Rep. Paul Gosar requests info on proposed ICE facility in Surprise
🗞 New York Post: What possible justification do Dems have for not letting ICE deport a sex offender?
📰 Daily Signal: SEISMIC: A Detransitioner’s $2M Jury Verdict Threatens Child Mutilation Pipeline
⚠ Warning!! The Gosar Weekly Newsletter is meant for discerning readers with above-average intelligence. We link to interesting stories. We get stories a couple different ways: Google alerts, a third-party aggregator and sometimes readers send stuff. We don’t vouch for every publication or every author. If we link to a story, it is because of that story. The views expressed in any of the publications do not represent any promotion, endorsement or reflection of Congressman Gosar’s views. While we try our best, we cannot guarantee every news organization spouting hatred, animosity or divisiveness will be filtered from appearing in the Gosar Weekly Newsletter. We will endeavor to prevent that from happening by never linking to Fake News organizations including CNN, MSNBC, CNBC, Rolling Stone, the Arizona Republic, the Arizona Mirror, Media Matters or the New Republic. 
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Celebrating 70 Years: The 2026 Miami County Home &…
The Western Ohio Home Builders Association is proud to celebrate the 70th anniversary of the Miami County Home & Outdoor Living Show!
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Today’s Investment News
The $240 Billion Amazon Crater: Is the “Everything Store” Breaking?
The $200 Billion Sticker Shock
On February 5, 2026, Amazon did something that sent a shiver down the spine of every retirement account in America. Despite reporting record-breaking holiday sales, the company’s stock suffered a staggering 11% plunge, wiping out nearly $240 billion in market value in a single trading session. The culprit? A jaw-dropping announcement that Amazon plans to pour $200 billion into capital expenditures this year alone.
Wall Street, which was expecting a much more modest spending plan, reacted with a “sell first, ask questions later” mentality. It’s the ultimate paradox: Amazon is growing faster than it has in years, yet the cost of staying on top has become so high that investors are wondering if the “Everything Store” is finally biting off more than it can chew.
Why Your Mutual Funds Just Felt the Shaking
If you have a 401(k) or an S&P 500 index fund, you own a piece of this crater. For the 35–65 age group, Amazon has long been a “set it and forget it” pillar of growth. But the 2026 “crater” reveals a new reality: the tech giants are locked in an AI arms race that is cannibalizing their own cash flow.
Amazon is essentially betting the farm on data centers, custom chips, and a massive satellite internet network (Project Kuiper). For you, this means the stock—once a reliable engine for your nest egg—is entering a high-volatility phase. While Amazon Web Services (AWS) grew a blistering 24% this quarter, the “free cash flow” that usually supports stock buybacks and stability is being diverted into concrete and silicon. Your retirement timeline now depends on whether Jeff Bezos’s successor, Andy Jassy, is building a gold mine or an expensive monument.
The “Crater” Survival Guide
The market is panicking, but you shouldn’t. Here is how to play the Amazon volatility without losing your cool:
1. Look Past the “Retail” Mask: Stop judging Amazon by your Prime delivery speed. In 2026, Amazon is a Cloud and Advertising company that happens to ship boxes. These two high-margin segments are now providing nearly all the operating income. If AWS and Ads stay strong, the “crater” is likely a massive buying opportunity.
2. Audit Your “Big Tech” Concentration: Amazon, Google, and Microsoft collectively lost over $900 billion this week due to AI spending fears. If your portfolio is 30% “Magnificent Seven,” you aren’t diversified—you’re a passenger on a very expensive rocket ship. Rebalance toward “Value” or “Mid-Cap” to cushion the blow.
3. Watch the “2028 Horizon”: Analysts suggest that while 2026 is the year of “spending,” 2028 is the year of “harvesting.” If you can afford to look two years out, this price drop is a historical entry point. If you need the money in 12 months, move to the sidelines.
The Grocery Store in the Rain
Imagine your local grocery store decided to spend every cent of its profit this year to build a fleet of delivery drones and a private satellite network. You’d probably think they were crazy—until they were the only store that could deliver eggs to your door in five minutes during a blizzard.
Amazon is currently in the “building in the rain” phase. The $240 billion crater is the market’s way of saying it’s tired of waiting for the sun to come out. But for the patient investor, the question isn’t how much they are spending—it’s what the world looks like once the building is done. Are you betting on the architect or the nervous crowd outside the construction fence?
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