🚨MAJOR BUY: Last EASY Wealth Opportunity For Decades

Summary

Tom Nash argues that the recent market sell-off may create opportunities in AI-related stocks rather than prove that an AI bubble is about to burst. He presents this as his opinion and promotes a free report featuring 11 stock picks.

Market and macro context

Nash says the Nasdaq fell more than 5% over 30 days, the S&P 500 fell 1.6%, and Nvidia fell 6.3%. He identifies investor concerns about AI companies’ capital spending, their ability to earn returns on that spending, debt levels, and valuations.

His counterpoints include:

• The S&P 500’s forward P/E is about 19, which he says matches its 10-year average.
• He cites an S&P growth rate of 29.5%, describing it as above average.
• He argues that high interest rates and limited credit can restrain speculative excess by making investors more selective. He also says the Fed is raising rates.
• He cites a Fear and Greed Index reading of 21, describing it as near an all-time low and evidence that investors are fearful rather than complacent.
• He argues that crashes tend to happen when investors are complacent, not when they are already preparing for a downturn. He also points to a lack of IPO and meme-stock mania.

His broader thesis is that earnings ultimately drive stock prices: if AI-related companies continue growing profits and expanding margins, their shares can rise despite concerns about spending or debt.

AI investment framework

Nash divides the AI opportunity into two phases:

1. Infrastructure: chips, processors, manufacturing, networking, and cooling.
2. Implementation: companies applying AI in areas such as cybersecurity, databases, software, advertising, and operations.

He argues that infrastructure companies have already generated substantial returns, while the implementation phase is less developed and may offer greater potential. As a comparison, he notes that Amazon reportedly fell 95% from 1999 to 2001 before becoming a major long-term stock.

Performance figures he cites

Nash refers to several earlier stock lists:

• 15-stock list issued December 18, 2025: He says 11 of 15 stocks rose, for an average return of 28.5%, versus 12.5% for the S&P 500. He describes the hit rate as 73%, while cautioning that roughly 10 months is too short to draw a firm conclusion.
• List from May 29: He says 6 of 7 stocks rose, with an average return of 32.5%, versus 0.5% for the S&P 500—an outperformance of about 32 percentage points. The cited returns were:
  • Zscaler (ZS): +82%
  • Zeta (ZETA): +48%
  • Snowflake (SNOW), Palantir (PLTR), Salesforce (CRM), and ServiceNow (NOW): each said to be up around 30%
  • Tesla (TSLA): −14.6%

He also cites historical gains among infrastructure-related picks: Nvidia (NVDA) +1,400%, AMD +560%, TSMC +231%, and Vertiv (VRT) +80%. He mentions an unnamed networking stock said to have gained 300% in 2023.

Two highlighted stocks

Nash highlights Arm (ARM) and AppLovin (APP), saying their share prices have fallen while their businesses continue to grow.

• Arm (ARM): He says the share price is down 50%, while revenue is up 22%. He cites $4 billion in cash, no debt, a 27% free-cash-flow margin, a 49 Rule of 40 score, and a score of 115/125 on his own scorecard. He describes Arm’s chip-design licensing and royalty model as embedded across the semiconductor industry.
• AppLovin (APP): He says the share price is down 65%, while growth is nearly 50% and free cash flow growth is nearly 60%, with another 50% growth forecast. He cites nearly $7 billion in revenue, operating profitability of almost 80%, $4.5 billion in free cash flow, and a 113.8 Rule of 40 score. He describes its advertising platform as using machine learning and AI to improve ad targeting, creating a flywheel in which better performance attracts larger advertiser budgets. He notes debt of 3.7 versus cash of 3.05 in the figures he references, and says advertising is not recession-proof.

Assets and companies mentioned

• Stocks: AMD, CrowdStrike (referred to as “Crowd”), Arm (ARM), ASML, Apple (AAPL), Vertiv (VRT), Nvidia (NVDA), AppLovin (APP), TSMC, Zscaler (ZS), Zeta (ZETA), Snowflake (SNOW), Palantir (PLTR), Salesforce (CRM), ServiceNow (NOW), Tesla (TSLA), and Amazon.
• Markets and indicators: Nasdaq, S&P 500, VIX, and Fear and Greed Index.
• Other companies or potential IPOs: Anthropic and SpaceX.
• He also refers broadly to AI, semiconductors, networking, cooling, cybersecurity, databases, robotics, customer-management systems, and crypto/meme stocks.

Recommendations and cautions

Nash says the current sell-off may offer a buying opportunity and that the stocks he selected remain attractive. He promotes a free report containing his current top 11 picks, but only ARM and APP are named in the subtitles.

He cautions that some AI-sector stocks may fall to zero and says not to expect every stock pick to succeed. He also says it is too early to celebrate the performance of the earlier list. No explicit financial-advice disclaimer appears in the supplied subtitles.

Presenter/source: Tom Nash.