Where Money Could Hide In AI Next

Most investors are still crowded into the same mega-cap names. But the next leg may not belong to the household names everyone already owns — it may belong to the suppliers, enablers, and software businesses quietly benefiting while Wall Street keeps expanding AI budgets.

Nine of them are in my report this month. Take a look at the list.

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BREAKING NEWS

₿ Trump Wants America To Win The Crypto Race & Bitcoin Is Roaring

President Trump just put crypto back in the spotlight, and Bitcoin didn't just notice, it exploded. At a White House meeting with top crypto executives, Trump urged Congress to pass the CLARITY Act, a bill aimed at giving the industry clearer rules and making it easier for big investors and funds to jump in. He also made the message bigger than crypto itself: the U.S. needs to stay ahead of China in the race to lead the world's crypto industry.

But the Bitcoin comments were the real headline. When asked whether the U.S. plans to build a much larger Bitcoin stash, Trump said it had "certainly been talked about," adding that it could help take pressure off the dollar. That's not a promise Washington is about to empty the Treasury and go shopping for Bitcoin. It does show the idea is very much alive inside the White House, and combined with a Treasury bond buyback announcement earlier in the week, it lit a real fire under the coin. Bitcoin has climbed above $75,000, its strongest run in months, effectively erasing about three months of declines in three days.

• 🏛️ The rulebook talk is real. The CLARITY Act would draw clear lines between what the SEC regulates and what the CFTC regulates in crypto, something the industry has wanted for years.

• ₿ The catalyst stacked up fast. Treasury's bond buyback news, Trump's Bitcoin comments, and a massive short squeeze that liquidated over $3 billion in crypto shorts all hit within days of each other.

• 🌍 China is the bigger picture. Trump isn't just talking about clearer crypto rules domestically. He wants America to stay ahead of China in leading the global crypto industry.

The Munch Take: We've been saying we're bullish on Bitcoin for a long time now, through the June bloodbath and every "is it dead" headline since. This is exactly why we've said timing the market is a losing game, in crypto or anywhere else. Nobody can call the exact bottom or the exact day the turn happens, and anyone who sold near the lows just watched three months of pain get erased in three days. Hats off to anyone who held through it with us. This is a genuinely good stretch, and the bigger question now is whether Washington actually turns this talk into real policy.

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STORY OF THE DAY

🍿 The $10,000 AMC Bet That Turned Into A Movie Ticket

Remember when AMC was one of the hottest stocks on Wall Street?

In 2021, retail investors piled into the movie-theater chain and sent the stock soaring. Fast-forward a few years, and that excitement has completely disappeared. A $10,000 investment made near the peak would now be worth just a few dollars.

But here's where the story gets interesting: AMC's business is starting to improve. The company had its strongest quarter in years, bringing in about $1.6 billion in sales, while profits jumped and it generated $190 million in cash.

The problem is that shareholders are still paying the price for AMC's huge debt burden. The company has been issuing shares to raise money and reduce debt, pushing shares outstanding from about 513 million at the end of 2025 to nearly 893 million by July 2026. That flood of new shares has also weighed on AMC's stock price, because every new share reduces the value of the existing shares.

So, is AMC a buying opportunity?

Not yet. The turnaround is real, but the balance sheet still isn't strong enough to make AMC an attractive long-term investment. Investors are better off waiting for the company to prove that it can keep generating cash, reduce debt and stop relying so heavily on new shares. But who knows? If AMC can finally get its debt under control and keep the business growing, this could turn into a much better bet going forward.

The Munch Take: AMC's actual business has genuinely gotten better but the debt is still the thing choking it. A big chunk of every dollar coming in the door has to go toward paying down that debt pile instead of opening new theaters, upgrading seats, or doing anything that actually grows the company. On top of that, AMC has kept raising cash by selling more shares, which means every existing shareholder now owns a smaller slice of a pizza that already wasn't very big. This is the frustrating part of the AMC story. The operations are trending the right way, but the balance sheet is eating most of the credit before shareholders ever see it.

Bonus Report: The 3 tickers behind Elon's next launch (from Good Morning Alerts)

🍪 Munchy Memes

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