Editor’s Note: Jeff Brown and Marc Chaikin, two investment legends who picked Nvidia 10 years ago, are predicting that by the end of this month, Elon Musk’s new AI breakthrough will collide with a strange market pattern with a flawless 100% track record of massive market gains. Click here to see the details or read more below because the last time this happened everyday folks had a chance to turn $10,000 into as much as $350,000 in just about 12 months.

Dear Reader,

The two investment legends who picked Nvidia 10 years ago…

Just issued a shocking new AI prediction involving the world’s first trillionaire.

They believe that by the end of this month…

Elon Musk’s new AI breakthrough they call “M.A.G.I.”...

Will collide with a strange market pattern with a flawless 100% track record of massive market gains.

Click here to see the details because the last time this happened…

Everyday folks had a chance to turn $10,000 into as much as $350,000 in just about 12 months.

Regards,

Lindsey Hough
Managing Director, Brownstone Research

BREAKING NEWS

🔮 Palantir Just Silenced The AI Doubters

Remember Palantir ($PLTR)? You know, the company that nobody really knows what it does but the stock climbed hundreds of points last year regardless?

Yeah, it’s been having a rough year but all of that might be starting to change.

The company posted what its own CEO called an "otherworldly" quarter, and the stock just jumped almost 25%.

The numbers were genuinely stunning. Revenue hit $1.94 billion, up 93% from a year ago. US commercial revenue, the part that shows businesses (not just the government), exploded 149%. The company beat on earnings and then raised its full-year forecast by nearly $500 million. CEO Alex Karp said no business at their scale has ever grown even half this fast.

🐂 The Bull Case:

• 🚀 Growth is accelerating, not slowing: 93% revenue growth is the opposite of the "AI is fading" fear that’s hanging over the market.

• 💰 It's wildly profitable: Unlike most hypergrowth names, Palantir throws off real cash, with margins expanding as it scales.

• 🇺🇸 Two engines firing: Both its government and commercial businesses are booming, so it's not reliant on one.

🐻 The Bear Case:

• ⚔️ Competition is heating up: More AI companies are expanding into enterprise software, increasing the pressure on Palantir to stay ahead.

• 🌍 International growth is weak: Most of the momentum is coming from the US, while overseas commercial sales continue to lag.

• 📈 Future comparisons get tougher: After growing revenue 93% this quarter, the market will expect Palantir to keep delivering exceptional growth.

The Munch Take: This rally proves one thing: AI demand isn't slowing down. Palantir didn't just beat expectations, it crushed them. Yes, the stock is still down roughly 25% from its all-time high so it might have lots of room to still run. But with a price-to-earnings ratio of over 130, you’re paying an absolute premium on a stock that often trades purely off of AI vibe. It’s a risky one but has made a lot of early investors filthy rich. Add it to your watchlist.

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The Market Watch

🎓 Harvard's Stock Portfolio Is A Vibe Check On The Whole Market

I may not have gotten into Harvard but at least I can copy their stock holdings.

The university's investment arm just disclosed about $1.65 billion in US stocks, and the top picks are telling.

Number one is Taiwan Semiconductor ($TSM) at 12.8%, the company that makes nearly every advanced AI chip on Earth. Number two, though, is the shocker: gold, via the SPDR Gold ETF ($GLD), at 11%. One of the smartest institutions on the planet has more money in gold than in Microsoft, Google, or Amazon. After that comes the usual Big Tech lineup, Microsoft, Google, Nvidia, Amazon, plus a Bitcoin ETF tucked in the "Others" slice.

• 🏆 The AI bet: TSMC ( $TSM ( ▲ 2.06% ) ) as the top holding says Harvard wants AI exposure through the one company every chipmaker depends on.

• 🥇 The hedge: Harvard isn't just betting on stocks. An 11% position in gold gives it protection if markets get shaky.

• 🚂 The old-school pick: Union Pacific ( $UNP ( 0.0% ) ), a 163-year-old railroad, makes up 8.5% of the portfolio. Even Harvard likes a business that simply moves freight.

• Special Report from Banyan Hill: You're Being LIED To About The Iran War

One thing to keep in mind: this $1.65 billion is only Harvard's US-listed stocks. The full endowment runs north of $50 billion, most of it in private equity and real estate you'll never see on a 13F. This is the tip of the iceberg, not the whole thing.

The Munch Take: What's interesting is that Harvard's stock portfolio tells the story of 2026: back the AI leader, own some gold for protection, and keep one railroad that quietly keeps the economy moving. It's the same tension we've hammered all summer, chase the AI upside while quietly buying insurance against everything going wrong. When the people with the fanciest research in the world hedge their AI bet with a pile of gold, that's worth paying attention to.

🍪 Munchy Memes

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