Friends, |
On Thursday, April 16 we take down the page for this briefing. |
That means you only have a few days to see which three companies own the toll roads that every AI company on the planet must travel down. |
Here's why these three companies matter right now. |
We're about to see a $7.9 trillion tsunami of cash. Big tech firms like Amazon, Alphabet, Microsoft, Meta, and Oracle have been investing hundreds of billions in AI infrastructure. |
Because they're locked in a race to develop the next generation of AI. |
And that investment is set to accelerate this year. They're planning to invest about $700 billion. |
That's 75% MORE than last year, which is just mind-blowing. And that's NOT going to slow down. |
The consulting firm McKinsey & Company estimates we'll see a total of up to $7.9 trillion invested in AI infrastructure by 2030. |
So let me ask you a simple question. Who do you think will be the winners of this $7.9 trillion tsunami? The companies that are spending all that money, or the companies that are pocketing those trillions of dollars? |
You don't have to be a rocket scientist to know the answer. |
I believe a big chunk of that money will flow straight into the pockets of three little-known companies. |
I shared all the details, including who they are, why they're positioned to win, and a strategy that could help you make five times, ten times, and potentially even 20 times your money without buying a single share. |
But after Thursday, you lose access to these three companies and the full strategy. |
Don’t miss it. Watch the briefing now before Thursday’s deadline. |
Let the Game Come to You! |
Big T |
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In case you missed it, here’s Big T’s Digital Asset Daily |
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Something’s wrong… |
The greatest capital allocator in American history just made the single most defensive bet of his career. |
He has more cash sitting on the sidelines right now than at any point since 1990. And he’s not buying tech. |
I’m not going to make you wait for the name. You already know it. |
Warren Buffett. |
Berkshire Hathaway’s cash position is now at its highest level in modern history – sitting at 30% of total assets ($370 billion). Going into the 2008 Financial Crisis, it was 17%. That means Buffett’s nearly doubled his defensive posture since then. |
The company holds another $314 billion in Treasury bills. According to JPMorgan estimates, that’s roughly 5% of the entire U.S. T-bill market – the largest position of any non-government entity on Earth. |
And he’s adding more. |
In the week of his March 31 CNBC interview, Buffett disclosed Berkshire had bought an additional $17 billion in T-bills. When asked about equities, he disclosed exactly one purchase. He called it “tiny” – and wouldn’t name it. |
At the current real rate of return, Buffett is deliberately choosing to lose $5 million per day to inflation rather than deploy a single dollar into equities at current prices. |
That math tells you everything you need to know about how Uncle Warren feels about stocks. Think about it…If the greatest capital allocator in history won’t touch equities right now, what makes you think you’re the exception? |
The Man Who Bought During Every Crisis Is Not Buying |
Buffett is a man who’s made billions buying into panic. His entire philosophy is built on one idea: Be greedy when others are fearful. |
When everyone panicked about hurricane risk in the 1990s, he was building Berkshire’s reinsurance franchise. |
During the 2008 banking collapse, he deployed billions into Goldman Sachs at a 10% preferred yield and picked up Bank of America warrants for pennies on the dollar. |
In his March 31 interview, Buffett benchmarked the current pullback against the three times Berkshire has experienced declines of 50% or more during his tenure. He then called the current 6% drawdown “nothing to make you get excited.” |
And understand – this has nothing to do with the war in the Middle East. Buffett’s concerns predate the conflict. The cash was already there. The T-bills were already stacking. He was already sounding the warning long before the first shot was fired. |
So when he said “nothing to make you get excited” ... he meant it. He didn’t predict a 50% decline. He told you the threshold at which he considers it worth deploying capital. Six percent doesn't move him. |
He’s not just talking. Just look at what he’s done with Apple. |
Berkshire held Apple for a decade. It was Buffett’s favorite stock. At its peak, it represented roughly 40% of the entire equity portfolio. Buffett has called it one of the greatest businesses ever built, and he still means it. |
After trimming Berkshire’s Apple position by nearly half, Buffett admitted he sold too soon. |
But here’s what he said when asked about buying back in: “It’s not impossible that Apple would get to a price where we'd buy a lot of it. But not in this market.” |
Really think about what he’s saying. Apple made $112 billion in profits last year. It’s one of the greatest cash-generating machines ever built. Buffett owned it for a decade and called it one of the best businesses he’d ever seen. |
He still believes that. He just won’t pay 30x earnings for it. |
Even after a 14% pullback, Buffett won't touch it. The company is wonderful. The valuation isn't. |
If Buffett won't buy his favorite stock at a 14% discount, ask yourself: What does he know that you don’t? |
Where the Opportunity Is |
The market is fixated on one question: Will Big Tech’s $5 trillion bet on artificial intelligence (AI) actually pay off? |
Nobody knows. And the market is starting to price in that uncertainty. |
Look at Palantir. It takes your data and uses AI to index it. It’s a phenomenal business. |
But is it worth 80x sales? |
I’ve torn that model apart from every angle. I can’t find a scenario where that valuation makes sense. |
Neither can the market. That’s why Palantir shares have fallen as much as 40% from their October 2025 peak. |
Forget what I think. Just look at what the market is telling you. The stunning underperformance of The Magnificent 7 this year says everything. |
Alphabet, Amazon, Apple, Microsoft, Meta, Nvidia and Tesla are all extraordinary businesses. But when you measure what they’ll have to spend to remain competitive in the AI race against what the market is currently pricing in, the math breaks down. |
That’s why they’re down an average of 22% from their peaks. If you’re holding that basket, you could be sitting on permanent capital erosion. |
I’ve seen this before… |
After the dotcom crash of the early 2000s, the Nasdaq didn’t recover its peak until 2015. |
That’s 15 years to get back to even. |
If you’re 65 today and you have to wait 15 years to recover your losses, that’s not a temporary setback. That’s a life sentence. |
You lose the trip to Italy you were planning to take at 67… You lose the ability to help your kids buy their first home… You lose the cushion that lets you choose your own doctors instead of whoever takes your insurance. |
You may get the money back someday… but you’ll never get those years back. |
Move On or Get Left Behind |
I don’t like being on the sidelines. I want to find a reason to own great companies like Palantir. But I can’t make the math work at these valuations. And I won’t pretend otherwise. |
That’s why I’ve been looking for companies that are immune to the shakeout we’re seeing in AI right now. |
My research shows the biggest returns won’t come from names trying to win the AI race.
They'll come from the names that own the toll roads every other company has to run on. They get paid no matter who crosses the finish line first. |
The more runners on the road, the more profits they collect. That’s why they’re not only immune to the AI shakeout – they’ll thrive from it.
I recently held a special briefing where I shared all my research on these three companies. |
Here’s the thing: I don't want you to buy a single share of them. Not yet. |
A few months ago, I got a call from a veteran trader with 25 years of experience. What he showed me changed how I think about this entire opportunity. It’s a strategy that could help you make 5x, 10x, or even 20x your money – and I’ve never shared it with you before. |
I was so impressed that I asked him to share it with you. |
One reader we heard from turned $100,000 into $4 million over 18 months using this strategy. That’s a 3,900% return. Another booked $177,000 in three weeks. Another made more than $300,000 in pure profits in 2025. |
And no, this isn’t regular options trading, futures, or anything with extra risk attached. |
You can stream the replay right here. It comes down Thursday night so don’t miss it. |
I understand if you feel paralyzed by today’s uncertainty. Here's what I’ve learned: the times when other investors are paralyzed are the times when great fortunes are built. |
Buffett bought banks during the banking panic. He bought reinsurers during hurricane season. He didn’t chase the crowd. He found the trade the crowd hadn’t found yet. |
The AI toll road trade is uncrowded. The prices still don't reflect their true value yet. And while the crowd is still chasing the Mag 7 on the way down, the smart money is buying the toll roads every AI company on Earth must pay to use. |
That’s where I’m focused. |
That’s where you should be focused. To get my latest research on the three best names in the space be sure to stream the replay here. |
Let the Game Come to You! |
Big T |
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