Editor's Note: We're delighted to bring you the latest stock pick from our colleague, Wall Street legend Marc Chaikin. You may recognize Chaikin's name from frequent appearances on CNBC, Bloomberg or Fox Business. His client list has included billionaires such as Paul Tudor Jones, Steve Cohen, and George Soros. His Power Gauge system flashed bullish on Nvidia right before it rose 50,001%. And it just flashed bullish on another off-the-radar AI stock poised to trigger a $248 trillion "White Swan" event as soon as Sept. 29. See below for Marc's research and free recommendation.

Dear Reader,

I've uncovered the single best AI stock in the world.

And it could explode in value on or before Sept. 29.

That's the date I anticipate a major announcement.

It relates to a brand-new technology this company just launched.

A technology so powerful...

It could speed up AI breakthroughs 360 times over.

Breakthroughs in medicine, energy, quantum computing and AI itself...

Breakthroughs that were five years away...

Could come in just FIVE DAYS once this technology launches.

I'm talking about something I call AI "micro clusters."

These are clusters of AI compute that will soon replace the massive data centers blotting the American landscape right now.

Micro cluster technology uses 99% less energy than data centers.

It takes up 99% less real estate.

Yet it's more than 1 trillion times more powerful than today's data centers.

Micro clusters are about to trigger this $248 trillion AI "White Swan" event.

Those who understand what's coming could get very rich.

Those who ignore what's coming could see their AI portfolios wiped out.

The good news?

One company has engineered the special chips that will power this breakthrough.

The U.S. government is pouring billions into this company's account ahead of the launch.

And when this story breaks into the mainstream...

I believe billions, even trillions more dollars will flow into this stock.

→ It's not Nvidia.

→ It's not Apple.

→ It's not SpaceX.

It's an off-the-radar AI play that could explode on or before Sept. 29.

The time to get in is right now.

So, I created this urgent presentation detailing the whole opportunity.

I explain the technology.

I take you "inside" the secretive lab where it's being finalized.

And I even give you the name and ticker of the company behind the coming technology revolution.

Fair warning: This presentation contains time-sensitive information.

I may have to take it offline as soon as 12 midnight, tonight.

Good investing,

Marc Chaikin
Founder, Chaikin Analytics

P.S. The company I name in this presentation represents the future of AI. Its new technology is about to replace AI data centers when it comes to major AI breakthroughs. And it will, I predict, trigger a $248 TRILLION reboot of the AI markets... and one of the biggest moneymaking opportunities we'll ever see... about 50 times bigger than the whole AI boom to date, in fact. Go here for full details, including the company's name and ticker. And if interested, I urge you to get in on or before Sept. 29, when this company presents its latest findings at a major tech conference in Europe.

🏠 High Mortgage Rates Are Crushing Buyers, But They Just Made This Stock Interesting

Homebuyers just can’t catch a break. The average 30-year fixed mortgage rate jumped to 7.49% on Friday, its highest level in nearly two years. That's a brutal 30 basis point jump in a single week, the sharpest weekly climb since late 2023. If you've been waiting for rates to fall so you could finally buy, this is the exact opposite of what you wanted.

Here's the gut-punch math. A $500,000 mortgage now runs about $4,000 a month. Back in 2021, when rates bottomed near 3%, that same $500,000 loan cost roughly $1,800 a month. That's an extra $2,200 every single month for the exact same house. Same walls, same roof, same everything, more than double the payment. Ouch.

• 📈 Blame the bond market: Mortgage rates track the 10-year Treasury yield, which just breached 5% for the first time in about 19 years, dragging mortgage rates up right along with it.

• 🛢️ Oil is quietly the villain: For rates to fall, the Iran conflict would likely need to cool and oil routes reopen, since high energy prices keep inflation hot and yields elevated.

• ❄️ Bad timing for buyers: This spike lands right as the housing market heads into its slow winter season, freezing an already frozen market even harder.

Now here's where it gets interesting for investors, because a frozen housing market creates a genuine opportunity. Let us introduce you to a stock we've been actively buying (and no, this isn't financial advice, just us being transparent about where our own money is going): $WY Weyerhaeuser.

Weyerhaeuser is one of the largest private landowners in America, sitting on roughly 11 million acres of timberland. Most of that timber ends up as lumber, the exact stuff used to frame new homes. So when high mortgage rates freeze homebuilding, demand for lumber softens, and a stock like Weyerhaeuser gets beaten down right alongside the housing market. That's precisely what's happened, and it's why the stock has been stuck in the mud this year.

Here's the counterintuitive part that gets us excited. Weyerhaeuser is a deeply cyclical business, meaning it rises and falls with the housing cycle. The single best time to buy a cyclical company backed by real, irreplaceable assets is often when the cycle is near its worst, not its best. Right now, housing is about as frozen as it gets. Everyone's staring at the same ugly 7.49% mortgage headlines. And that pessimism is exactly what's put a world-class land empire on sale.

• 🌲 You're buying the dirt, not just the lumber: Weyerhaeuser owns 11 million acres of land that appreciates and regrows on its own, holding real value even when construction stalls.

• 💰 You get paid to wait: It's structured as a REIT, meaning it legally must pass most profits to shareholders, so you collect a roughly 4% dividend while the housing cycle turns.

• 🔄 The rebound is the whole thesis: When rates eventually fall and homebuilding reheats, lumber demand snaps back, and beaten-down timber names have historically been among the first to benefit.

The Munch Take: This is the frustrating, quiet way high rates crush regular people. It's not a dramatic crash, it's a slow squeeze that prices millions of would-be buyers out of a home they could've afforded three years ago. But here's how we're playing it. Nobody pays 7.49% forever, and rates always cycle. The classic homebuyer move is "marry the house, date the rate," meaning buy when you're ready and refinance later when rates fall. The investor version of that same idea is buying a stock like Weyerhaeuser while housing is frozen and everyone else is scared, then patiently collecting the dividend until the cycle turns. We're actively nibbling on it for exactly that reason. To be crystal clear, this is not financial advice, and the risk is real: if rates stay high for years, this stock could keep dropping and test your patience. But owning an irreplaceable hard asset near the bottom of a housing cycle, getting paid to wait, is our kind of setup. The dream of cheap 2021 money is dead for now. The opportunity it created is very much alive.

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