UnsubscribeAI hyperscalers are hungry for more of this (ad)

Eric Fry was one of the first to say sell Nvidia and buy a better AI hardware stock with less competition. Unlike Nvidia’s customers turning into competitors, nobody’s trying to manufacture what this company makes. AI hyperscalers are fighting to get more hardware from them, not replace them. This week, the hardware company Eric recommended posted its biggest jump in two decades. One of the major AI hyperscalers just struck a historic $6 billion deal with them. Even after the surge, Eric says the growth runway is limitless. A single data center uses enough of their components to circle the globe eight times over. With AI hyperscalers earmarking up to $3 trillion for data center buildout, this $6 billion deal is just the beginning. The stock is already outpacing Nvidia 25 to 1 this year.

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Porter Stansberry says this bull market is past the “safe zone” and racing toward an event horizon — and in his urgent broadcast, he names three investments he believes could soar as America’s financial system nears a breaking point.

WATCH THE FULL BROADCAST AND SEE THE THREE INVESTMENTS NOW

MONDAY, FEBRUARY 9 Today’s Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReportALXAlexander’s$219.92$3.02$0.75($2.27)$53.26$53.40→APOApollo Global Management$136.33$2.04$2.47$0.43$9.86 thousand$1.19 thousand.8%→BDXBecton, Dickinson and Company$205.68$2.82$2.91$0.09$5.25 thousand$5.15 thousand1.6%→CLFCleveland-Cliffs$11.91($0.62)($0.43)$0.19$4.31 thousand$4.60 thousand-.3%→CNACNA Financial$49.64$1.20$1.16($0.04)$3.83 thousand$2.88 thousand→CURBCurbline Properties$25.85$0.27$0.09($0.18)$54.15$52.1555.2%→DTDynatrace$35.73$0.41$0.44$0.03$515.47$506.3118.2%→KDKyndryl$10.96$0.60$0.52($0.08)$3.86 thousand$3.89 thousand.6%→LLoews$111.90- $1.94- $4.73 thousand$0.00→MITEYMitsubishi Estate$28.95- $0.31- $0.00$0.00→MNDYmonday.com$77.05$0.91$1.04$0.13$333.88$329.7124.6%→NNCHYNissan Chemical$35.26- $0.59- $0.00$0.00→RCRUYRecruit$9.70- $0.13- $0.00$0.00→SBHSally Beauty$16.53$0.47$0.48$0.01$947.08$939.63.6%→UVVUniversal$52.72$1.92$1.35($0.57)$861.29$927.20→The Urgent Warning in Trump’s AI Action Plan (ad)

President Trump’s AI Action Plan sent tech stocks soaring, but here’s what the media missed: Amazon, Microsoft, Google, and Meta will spend over $500 billion on AI this year. Their combined net income last year was just $309 billion. They’re hemorrhaging cash in an AI arms race that may never live up to the hype. Tesla just missed earnings badly, with Elon Musk warning of rough quarters ahead. Winning the AI race could turn these hot names into losers. The risks aren’t worth it. That’s why I’m looking elsewhere, the same approach that’s led me to 40+ picks that soared from 1,000% to 12,000%. I’ve found three undervalued companies positioned to profit from the AI Action Plan without the crushing spending burden, plus four popular stocks to consider selling immediately, starting with Nvidia.

GET MY CONTRARIAN AI PICKS FREE IN THIS BROADCAST

FRIDAY, FEBRUARY 6 Friday’s Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReportAERAercap$143.32$3.31$3.95$0.64$2.24 thousand$2.07 thousand8.3%→ANAutoNation$215.46$4.91$5.08$0.17$6.93 thousand$7.21 thousand-3.9%→APEMYAperam$48.69$0.33$0.46$0.13$1.58 thousand$1.69 thousand→ASGLYAsahi Glass$8.03- $0.18- $3.55 thousand$0.00→BBDBanco Bradesco$4.01$0.11$0.11$0.00$5.52 thousand$6.68 thousand→BIIBBiogen$195.85$1.61$1.99$0.38$2.28 thousand$2.21 thousand-7.2%→CBOECboe Global Markets$274.31$2.95$3.06$0.11$0.00$0.0028.0%→CBOECboe Global Markets$275.55$2.93$3.06$0.13$671.10$659.59→CGCarlyle Group$59.14$1.04$1.01($0.03)$1.90 thousand$1.09 thousand84.1%→CHYCYChiyoda$7.11- $0.38- $1.26 thousand$0.00→CLPBYColoplast A/S$7.69$0.09$0.10$0.01$1.11 thousand$1.12 thousand→CNCCentene$38.05($1.22)($1.19)$0.03$49.73 thousand$48.41 thousand21.9%→CYAGFCyberAgent$8.67$0.13$0.16$0.03$1.48 thousand$1.45 thousand→CYGIYCyberAgent$4.57- $0.08- $1.51 thousand$0.00→FUJHYSubaru$9.79$0.31($0.03)($0.34)$7.23 thousand$7.22 thousand→GRCGorman-Rupp$64.85$0.43$0.55$0.12$166.57$167.08→IMVTImmunovant$27.35($0.72)($0.61)$0.11$0.00$0.00→KNYJYKone Oyj$35.08- $0.30- $3.45 thousand$0.00→MKTXMarketAxess$167.65$1.72$1.68($0.04)$209.41$214.063.5%→NVTnVent Electric$117.62$0.89$0.90$0.01$1.07 thousand$1.00 thousand41.9%→NWLNewell Brands$4.51$0.18$0.18$0.00$1.90 thousand$1.88 thousand-2.7%→PAAPlains All American Pipeline$19.10$0.47$0.40($0.07)$10.57 thousand$0.00→PAAPlains All American Pipeline$19.08$0.50$0.17($0.33)$0.00$0.00-12.2%→PIPRPiper Sandler Companies$369.57$4.72$6.88$2.16$635.00$516.5227.4%→PMPhilip Morris International$180.10$1.70$1.70$0.00$10.36 thousand$10.40 thousand6.8%→PRLBProto Labs$67.11$0.35$0.44$0.09$136.49$129.0712.1%→PWPPerella Weinberg Partners$25.84$0.17$0.17$0.00$219.16$192.84→RXORXO$16.15($0.04)($0.07)($0.03)$1.47 thousand$1.50 thousand-11.9%→SCGLYSociete Generale Group$17.92$0.32$0.37$0.05$7.83 thousand$7.77 thousand→TELNYTelenor ASA$18.17$0.24$0.22($0.02)$2.03 thousand$2.07 thousand→UAUnder Armour$7.65($0.02)$0.09$0.11$1.33 thousand$1.16 thousand→UAAUnder Armour$7.88($0.02)$0.09$0.11$1.33 thousand$1.31 thousand-5.2%→UIUbiquiti$691.56$3.08$3.88$0.80$814.87$716.9535.8%→WTMWhite Mountains Insurance Group$2,140.22$379.45$39.77($339.68)$674.40$0.00→We’re pulling the plug on NVDA (ad)

Nvidia’s biggest customers are now buying and selling chips to each other. That means, the virtual monopoly that fueled NVDA’s $4 trillion market cap is OVER. If you currently own NVDA, here’s a better alternative. Their competition is scarce, which puts them in a hugely advantageous spot. This supplier’s stock has outperformed Nvidia’s by 50X since July.

CLICK TO GET THE FULL DETAILS ON THIS URGENT “NVIDIA ALTERNATIVE” RIGHT HERE.

Upcoming Earnings Reports

CompanyRelease DateRelease TimePETSPetMed Express2/10/2026MorningPGCPeapack-Gladstone Financial2/10/2026MorningAEISAdvanced Energy Industries2/10/2026AfternoonDEIDouglas Emmett2/10/2026AfternoonENTGEntegris2/10/2026MorningFFord Motor2/10/2026AfternoonHASHasbro2/10/2026N/ANSPInsperity2/10/2026AfternoonKVYOKlaviyo2/10/2026N/ALVWRLiveWire Group2/10/2026N/ALUXELuxExperience B.V.2/10/2026MorningMBCMasterBrand2/10/2026AfternoonNTSTNETSTREIT2/10/2026AfternoonPEGAPegasystems2/10/2026AfternoonVREXVarex Imaging2/10/2026N/AWMBWilliams Companies2/10/2026AfternoonXYLXylem2/10/2026MorningDARDarling Ingredients2/11/2026AfternoonCFLTConfluent2/11/2026AfternoonHLTHilton Worldwide2/11/2026MorningHUMHumana2/11/2026MorningIFFInternational Flavors & Fragrances2/11/2026AfternoonMHMcGraw Hill2/11/2026N/APRCHPorch Group2/11/2026AfternoonRYNRayonier2/11/2026AfternoonSNSharkNinja2/11/2026MorningUUnity Software2/11/2026MorningWTSWatts Water Technologies2/11/2026AfternoonCYBRCyberArk Software2/12/2026MorningWATWaters2/12/2026MorningBGCBGC Group2/12/2026N/ACRSRCorsair Gaming2/12/2026AfternoonFBINFortune Brands Innovations2/12/2026AfternoonGEOGeo Group2/12/2026MorningLNCLincoln National2/12/2026MorningPINSPinterest2/12/2026AfternoonPSAPublic Storage2/12/2026AfternoonSLVMSylvamo2/12/2026MorningTOSTToast2/12/2026N/ATRNTrinity Industries2/12/2026MorningUTZUtz Brands2/12/2026N/AATMUAtmus Filtration Technologies2/13/2026Morning

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See Also: AI hyperscalers are hungry for more of this (From InvestorPlace)