Top 9 AI Stocks

The Fed didn’t cut this week, inflation is still running above target, and Powell said Middle East developments add more uncertainty to the outlook. That usually makes this a stock-picker’s market, not a “buy anything with AI in the name” market.

That’s exactly why I put together a new report on 9 AI stocks I’m watching this month. See the full market breakdown here.

Most investors are still crowded into the same mega-cap AI names. But when rates stay higher and headlines stay messy, leadership can shift fast toward the companies actually supplying chips, cloud capacity, and mission-critical data tools. Take a look at the names on my list.

Inside, I cover one lesser-known chip name tied to U.S. AI infrastructure, one cloud player with improving setup, and one data analytics business with exposure to government demand. This is not about hype. It is about following where capital is still being deployed. Big Tech is projected to spend roughly $635B to $665B on AI in 2026. Read the report here.

If you want a clearer view of where AI money may rotate next, review the 9-stock list here.

Warm regards,

Hiral Ghelani

Founder & CEO, StockEarnings, Inc.

By clicking the link above, you will get this free report and a free subscription to Stock Earnings daily email newsletter. You are also agreeing to the terms of our privacy policy. Unsubscribe at any time.

BREAKING NEWS

⏰ The Most Important Day In Crypto History Is Today

Today could be the biggest day in crypto history. That is not an exaggeration.

The US Senate Banking Committee votes this morning on the CLARITY Act, the first-ever comprehensive crypto regulation bill in American history. Here is what it actually does in plain English:

• Right now nobody knows which government agency is in charge of crypto. Is Bitcoin a security? A commodity? Depends who you ask.

• The CLARITY Act splits crypto oversight cleanly between two regulators: securities-like tokens go to the SEC and commodity-style assets go to the CFTC.

• That clarity alone unlocks billions in institutional money that has been sitting on the sidelines waiting for rules.

Polymarket currently puts the odds of this passing in 2026 at 75%. The White House is targeting July 4 for Trump's signature, which would be an incredible moment of symbolism. The single biggest risk? One uncommitted Republican senator named John Kennedy could block the entire thing. All 13 Republican votes are needed and his hesitation has nothing to do with crypto policy. One senator. One vote. That is how close this is.

Why does this matter for your portfolio right now?

• ₿ Citi analysts have tied their $143,000 Bitcoin price target directly to CLARITY Act passage, projecting an additional $15 billion in ETF inflows once the bill clears Congress. Bitcoin is currently sitting around $81,000. That is a lot of upside on the table.

• 🪙 $COIN Coinbase is one of the biggest winners if this passes. Regulatory clarity is the single thing that has held institutional money back from crypto exchanges. We bought Coinbase at $160 and it’s now sitting around $200. A clean passage today could be the catalyst that takes it meaningfully higher.

• 🏦 The banking lobby is actively trying to kill this bill. Big banks do not want crypto regulated because regulated crypto competes directly with their business. That tells you everything about whose side you should be on.

If this bill does not pass before May 21, when Congress goes on Memorial Day recess, the next realistic window is after the 2026 midterm elections. That is potentially years away. The urgency is real.

The Munch Take: This is the moment the entire crypto industry has been waiting for since Bitcoin was invented. Not a price pump. Not a meme. Actual rules that let real institutions put real money into digital assets without fear of a surprise lawsuit. If it passes today, expect crypto to rip and $COIN to lead the charge. If one senator kills it, the whole thing goes dark for years. Watch the 10:30 am vote like it is the last two minutes of a tied Game 7. Because that is basically what it is.

Profit from Global Turbulence: Discover 7 Stock Secrets for Q2 2025! (Ad)

Quick question.

Have you adjusted your portfolio for Q2 2026?

Because market leadership doesn’t stay static, this quarter is already showing signs of rotation.

We just finalized our Top 7 Stocks for the quarter based on sector strength, earnings data, and macro positioning.

It’s free.

No hype. Just structured research.

Here’s the link:

Grab your free copy now and ride the wave to success!

Take charge of your future.

Hiral Ghelani

Founder & CEO, StockEarnings, Inc.

By clicking this link you agree to receive emails from StockEarnings and our affiliates. You can opt out at any time.  Privacy Policy.

CHART OF THE DAY

📷 GoPro Is Down 88% in Five Years. Here’s What Happened.  

If you put $10,000 into $GPRO in May 2021 you have $1,189 today. That is not a typo and it is not a rounding error. That is an almost complete destruction of capital in five years.

Here is what went wrong:

• GoPro built one of the coolest products ever made and then ran out of ideas.

• The action camera market got crowded fast. DJI ate their lunch on drones. Smartphones kept getting better. And most people who bought a GoPro discovered they used it twice and left it in a drawer.

• Revenue fell 26% in the most recent quarter. Gross margin collapsed from 32% to just 4.3%. The net loss widened to $80.8 million on $99 million in revenue. They are spending nearly as much as they make and have almost nothing left in the tank.

The company's own management flagged "substantial doubt" about GoPro's ability to survive as a going concern within the next twelve months. That is corporate speak for "we might not make it." The CEO ended the last earnings call by saying they are exploring a potential sale of the company. That is not a growth strategy. That is a goodbye speech.

📈 The Bull Case:

• GoPro has genuine brand recognition, real IP, and manufacturing capabilities that could be worth something to the right acquirer. A takeover at even a small premium would crush the shorts.

• The company just launched the high-end MISSION 1 camera and is exploring defense and aerospace markets. Long shots. But long shots are all they have left.

• At $1.09 a share the stock is priced for death. Any good news hits hard on a low base.

📉 The Bear Case:

• Total liabilities exceed total assets. Cash sits at $40.7 million against $99.9 million in debt. The math is simply and not friendly.

• Four consecutive years of revenue decline with no floor in sight.

• Your iPhone shoots better video than a GoPro now and it fits in your pocket. That is not a solvable problem.

The Munch Take: GoPro is a cautionary tale about what happens when a company builds a brilliant product and mistakes product popularity for business durability. The brand is real. The camera is genuinely good. But the business is broken. A buyout is the only realistic happy ending here. Without one, this stock is heading somewhere that makes $1.09 look expensive. My wife asked me last weekend if we should buy some GoPro stock because it’s so cheap. I told her cheap is not the same as good value. She nodded and walked away. First time in recent memory that she actually agreed with me.

🍪 Munchy Memes

Share Pip Munch

Chances are you have some trading friends. Why don’t you be a pal, share Pip Munch and earn some goodies for it?

You currently have 0 referrals, only 1 away from receiving The Trading Plan That Helped Me Pass 4 $100,000 FTMO Challenges.

Or copy and paste this link to others: https://pipmunch.com/subscribe?ref=PLACEHOLDER