Dear Reader,
If you're the least bit worried about where markets are headed... or if you're biding your time right now, waiting for the froth of AI Mania to blow over...
Why? Let me back up for a second. See, just over a year ago, I stood on a stage in Las Vegas, Nevada at our annual Alliance Conference... and I delivered a controversial prediction...
I stood in front of the crowd and I told them – urged them, even – NOT to retreat from the market. And NOT to try to time anything else that was going on in stocks at that time.
Now, I don't know if you remember what the mood was back then.
Worried investors had lots of reasons to step aside – war, a bizarre election cycle, China, Putin, inflation – so I didn't fault anybody for being nervous.
Just the same, anybody who stayed in got to see the S&P shoot almost 20% higher. The Nasdaq rose over 30%. In fact, more than 400 stocks have doubled since the start of 2025.
I'm telling you this because I know you might be just as worried now.
But here's the thing...
What if all those dark predictions are dead wrong – again?
From where I sit, that's exactly the case. Certain stocks and sectors are STILL a better opportunity than you're being told. And there's still much more room for you to make money.
In my brand new presentation, I'll walk you through why I'm convinced that's true.
Specifically, I show you in the video why we're headed for a powerful new phase of the current bull market. I call it the Melt Up Tsunami.
It shows that more than $7.4 trillion in cash could soon start flooding into stocks... sending already "high" shares even higher...
And sending a lot of tickers you've never heard of before soaring too.
I even name my #1 stock to buy right now, free in the video.
The bottom line is simple: I'm not positioning for an immediate crash – quite the opposite – and you shouldn't be either.
What's coming could offer you one of the biggest wealth-growing windows for your cash in decades. You do not want to miss it.
Turn up your speakers and click this link to see for yourself.
Regards,
Brett Eversole
Senior Analyst, Stansberry Research
3 Under-the-Radar AI Stocks to Buy on the Dip
Written by Dan Schmidt. Published 11/15/2025.
Key Points
- Markets have been volatile over the last few weeks, and some stocks have pulled back from previous highs.
- Despite this pullback, the long-term AI uptrend still looks promising, and data center spending continues to reach unprecedented levels.
- These three AI-related stocks could be great 'buy the dip' opportunities for investors who missed the initial rally.
Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by the government's aggressive market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. The Fed starts raising rates with authority? Buy the dip. A president enacts disruptive tariff policies? Buy the dip.
There may come a day when buying the dip is a poor strategy, but recent corrections and bear markets have repeatedly provided opportunities to buy quality assets at discounts.
9 AI Stocks Set to Soar Amid U.S.-China Trade Tensions (Ad)
The escalating U.S.-China trade tensions are reshaping the AI landscape. Companies like Nvidia are facing significant revenue hits with the U.S. imposing new export restrictions on advanced AI chips to China.
This shift opens doors for U.S.-based AI companies poised to fill the gap.
Today, artificial intelligence dominates market headlines, and the capital expenditure directed to AI buildouts is staggering. There's no better example than NVIDIA Corp. (NASDAQ: NVDA), which had a market cap of about $100 billion in early 2019 and today is on the cusp of joining the very top tier of global companies.
While hyperscalers and chipmakers capture most of the attention, under-the-radar tech companies are beginning to offer attractive risk/reward opportunities. This recent bout of volatility is a chance to buy the dip in several lesser-known but highly profitable names.
Below are three companies at the forefront of their industries that address key AI bottlenecks in quality control, thermal management, and CPU design.
KLA Corporation: A Stranglehold on Process Controls
As chips become smaller and denser, quality control is increasingly critical. Manufacturing advanced AI chips requires extremely tight tolerances—tiny nanoscale variations or defects can spoil an otherwise valuable semiconductor. The cost of producing defective chips far exceeds the cost of rigorous inspection, which makes the technology from KLA Corp. (NASDAQ: KLAC) essential for any chip maker serving data center customers.
KLA's inspection and metrology systems monitor chips throughout the fabrication process, ensuring each layer and structure is produced correctly. The company not only sells equipment but also installs and supports it in the field, creating recurring revenue streams. A major catalyst for KLA is the growth of advanced packaging, which integrates multiple chips into a single device and increases the need for inspection.
Advanced packaging improves performance but produces more complex designs that demand additional quality control. In its fiscal Q1 2026 report, KLA forecasted $925 million in revenue from advanced packaging services, a 70% year-over-year increase.
Despite these fundamental tailwinds, KLAC pulled back from its all-time high in late October and is consolidating in a wedge pattern. A breach of the wedge's upper trendline often signals the next leg of a rally; with the Relative Strength Index (RSI) back below 70, a breakout could be near.
ARM Holdings: Next-Gen Designs for Next-Gen AI
ARM Holdings plc (NASDAQ: ARM) has lagged some larger peers, such as NVDA, but it occupies a unique and influential position in the AI ecosystem. ARM doesn't fabricate chips; it licenses processor designs to companies that build the silicon themselves.
ARM's Neoverse platform has been gaining traction, reaching roughly 25% penetration of the data center CPU market earlier this year. In its fiscal Q2 2026 earnings release, ARM reported year-over-year revenue growth north of 34% and said several megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), are customers for custom silicon based on its designs.
Even with record revenue, ARM shares have had a rocky 2025 and have not yet reclaimed the all-time high set in July 2024. After a Golden Cross this summer, the stock recently dipped below the 50-day simple moving average (SMA) for the first time since September.
The 200-day SMA may provide stronger support, as it has in prior volatile stretches. The RSI also suggests ARM could be approaching a short-term bottom, so watch for a potential reversal off the 200-day line.
Vertiv Holdings: Innovators in Cooling Technology
Data centers generate enormous amounts of heat and need advanced cooling systems to avoid hardware damage or premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is a leader in electrical and thermal management, and its liquid-cooling solutions are becoming critical infrastructure as data centers scale. Operators pack more servers into racks, and a single AI rack can consume power comparable to that of many homes.
As power density rises, traditional air cooling becomes less effective. Vertiv says its liquid-cooling options can be dramatically more efficient than conventional systems, and the addressable market for that technology is forecast to grow at roughly a 20% CAGR through the decade.
Even after an impressive Q3 2025 earnings beat and guidance raise—and a reported $9.5 billion order backlog for 2026—VRT has pulled back from its post-earnings highs. That pullback looks like profit-taking by investors who have seen strong year-to-date gains.
The company benefits from numerous fundamental tailwinds, and the technicals also look constructive. After a July Golden Cross, the stock has used the 50-day SMA for support; following a recent overbought signal on the RSI, the price appears headed back toward that level. The long-term uptrend is intact, making the 50-day SMA a logical entry point for new positions.
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