Why the Next Tier of AI Stocks Are Suddenly Dirt Cheap
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If today’s video resonated, the Insiders Club helps you apply the thinking shift — so you can focus on high-probability opportunities and avoid distractions.
- Entry & exit recommendations across multiple portfolios (ASX & US)
- Market analysis & strategy
- Written trading alerts 5 days/wk
- 2 market & portfolio analysis videos/wk
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This week’s update at a glance
- AI’s next boom is underway. Unprecedented deals and collaborations are accelerating investment into data centres, power and chips — shifting probabilities and conviction.
- The next tier of AI stocks is suddenly in play. Capital bottlenecks are easing; previously underfunded, undervalued names may now benefit from the broader build-out.
- Volatility still matters. Even big winners can pull back 40–50% multiple times; a clear plan and process are essential to stay the course.
- Precious metals strength continues. Strong moves in gold and silver support Australian producers.
- Small caps improving. Ongoing breadth gains (particularly in Australia) remain a constructive sign.
What you’ll learn
- Why AI may be the dominant megatrend for decades — and how follow-the-money signals can guide selection.
- How mega-cap partnerships and government support can unlock value further down the stack.
- The mindset required to navigate sharp corrections while compounding into strength.
- Where I’m seeing leadership now across AI, precious metals and small caps.
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The thinking shift (in plain English)
It’s not about predicting headlines — it’s about consistently backing high-probability, high-growth businesses while managing risk. Keep your universe tight, follow the money flows, and execute with discipline.
What history shows (with important caveats)
Across major innovation cycles, standout stocks have often delivered exceptional multi-year gains — and endured several deep drawdowns along the way. Staying objective through volatility is usually where most of the edge is realised.
Important information
Any advice in this video is general advice only. Neither your personal objectives, financial situation or needs have been taken into consideration. Accordingly you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs, before acting on the advice. Garry Davis (AR No:317590) is an authorised representative of Primary Securities Ltd (AFSL No. 224107).
Note to traders* The publishers of this article/information/promotion wish to disclose that they may hold this stock in their portfolios and that any decision to purchase this stock should be done so after the purchaser has made their own enquiries as to the validity of any information in this article/information/promotion...
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