They're all customers of the same little-known company.
A company most investors have never heard of. A company trading for a fraction of what the big AI names command. Yet a company that's absolutely essential to making AI work.
I can't name it in this email (compliance reasons), but I can tell you this:
Without companies like this one, the AI revolution stops dead in its tracks. They provide the high-speed connectivity that links AI superclusters together. Remove them, and even the most powerful AI chips become useless.
That's why the smart money isn't just buying Nvidia. They're buying the entire ecosystem.
Our latest report reveals 3 of these "hidden" AI plays:
- Mystery Stock #1: Just settled a patent dispute that was holding back its stock – now clearing the way for massive new customer wins
- Mystery Stock #2: Launching a new platform targeting $1 billion in sales by 2028 – already seeing 217% revenue growth
- Mystery Stock #3: Works behind the scenes with 5 of the world's largest tech companies – profit margins improving from 9% to 23%
Each of these stocks is flying under the radar while delivering the fundamental building blocks of AI.
The question is: Do you want to know their names?
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Some opportunities hide in plain sight. These three are hidden in the AI supply chain.
TrumpRx Brings Pfizer Into the Green—Is It a Buy?
Written by Jordan Chussler. Published 10/7/2025.
Key Points
- Pfizer just entered into a partnership with the U.S. government to provide direct-to-consumer drugs.
- Via the TrumpRx exchange, the company will make some of its drugs 50% more affordable.
- Underlying fundamentals suggest the stock is benefiting from a short-term, news-driven bump. Shareholders should be aware of ongoing risks.
Pfizer (NYSE: PFE) is familiar to income investors. The drugmaker—known for products such as Lipitor, Viagra and Zoloft—has increased its dividend for 16 consecutive years. While that falls short of qualifying the stock as a Dividend Aristocrat, its current yield of 6.29% (about $1.72 per share annually) has made PFE a regular holding in many portfolios.
From a share-appreciation standpoint, however, Pfizer has lost some appeal. After hitting an all-time high on Dec. 17, 2021—driven largely by demand for its COVID-19 vaccine, Comirnaty—the stock has declined by nearly 47%.
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Claim your free copy of How To Master The Retirement Trade nowThis year has not been much better. Healthcare stocks overall are having a lackluster year, ranking eighth among the S&P 500's 11 sectors with a 5.27% year-to-date (YTD) gain. Pfizer was weighing on the sector; before last week the Big Pharma staple was down more than 11% in 2025.
That changed after a major announcement by the Trump administration. Shares of PFE jumped nearly 16% in the last week of September on news that the company reached a landmark agreement with the U.S. government on Sept. 30 to lower drug costs for American patients.
The move pushed Pfizer out of the red for the year; the company now sits at a YTD gain of 2.86%. But are the plans behind TrumpRx enough to keep it in the green? And if so, does that make PFE a buy? Here's what you need to know.
Pfizer's $70 Billion Pledge to Make Drugs More Affordable
In response to a letter from President Trump in July, Pfizer voluntarily agreed to "implement measures designed to ensure Americans receive comparable drug prices to those available in other developing countries," according to the company's press release.
The agreement is intended to provide investors with "certainty from tariffs" amid a year of uncertainty. It also clarifies pricing frameworks and includes an expanded investment program that, over a three-year period, will allow Pfizer to better align its pricing between the U.S. and global markets.
Pfizer said it would inject $70 billion into U.S. research and development (R&D) and capital projects (for example, manufacturing) over the coming years to support those goals. While the announcement acted as a short-term tailwind for the stock, questions remain. Analysts say the deal will likely reduce the company's top line. And with roughly 25% of the pharmaceutical industry's revenue typically allocated to R&D, large drugmakers may face the challenge of funding research with fewer revenue dollars.
The agreement accompanies the administration's rollout of TrumpRx—a site modeled in part on Mark Cuban's CostPlus Drugs to facilitate direct-to-consumer (D2C) sales. TrumpRx.gov is expected to launch sometime in 2026, with Pfizer positioned as a major supplier on the exchange and marketing certain drugs for D2C at an expected 50% discount.
With potential margin pressure ahead, Pfizer's financials—both recent and historical—help illustrate what that could mean for shareholders.
Pfizer Keeps Beating Earnings, but Fundamentals Tell a Different Tale
The company has posted eight consecutive quarterly earnings beats; the last time Pfizer missed both earnings and revenue estimates was Q3 2023. That streak is positive for sentiment, but underlying fundamentals paint a more mixed picture.
When PFE hit its ATH in 2021, the company reported net income of $21.9 billion. In 2022, profit rose to $31.4 billion, but in 2023 it plunged to just $2.1 billion. Last year net income recovered to about $8 billion, and on a trailing 12-month basis it stands at $10.7 billion.
Those figures show recovery from the 2023 low, but last year's net income was still more than 74% below the 2022 level.
Other metrics raise concerns. Net cash flow was negative last year by roughly $1.8 billion. Total liabilities increased nearly 18% between 2021 and 2024 while net assets dropped about 17%. Those trends continued into this year, with negative cash flow of about $582 million in Q2.
Dividend-wise, Pfizer carries a high payout ratio—around 91.49%—which could limit the company's ability to raise the payout in the future. The stock holds a consensus Hold rating and a 12-month average price target that implies less than 4% upside from current levels.
Investors should weigh the appeal of Pfizer's yield and the recent rally against the potential for lower revenue, tighter margins and mixed cash-flow trends before deciding whether PFE fits their portfolios.
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