Dear Members,
It has been an extraordinary journey over the last 30 years of making stock recommendations. Our first major market call on internet and software stocks in 1996 came at a historic moment. Investors who recognized that shift created life‑changing wealth, and the internet era laid the foundation for the world we operate in today.
I feel equally fortunate to have identified the cloud‑computing bull market early. From 2013 onward, we strongly recommended that members invest heavily in cloud stocks, and that call reshaped portfolios. The combination of Internet + Cloud expanded the computing era and made instant, data‑driven access possible.
Semiconductors then opened the door to the AI era. GPUs and massive compute power, accelerated by cloud infrastructure, created the modern data center. And a true data center is far more than GPUs; it requires memory, networking, power systems, and dozens of interconnected components.
We were fortunate once again when we highlighted NVDA in the first week of January 2023, though it had been on our buy list since 2013. That January recommendation was pivotal because we predicted the beginning of the AI era and NVDA’s central role in enabling it. Those who followed that call have seen multi‑fold returns.
Over the last two weeks, AI and data‑center‑related stocks have surged sharply. Below is a list of how some of my favorite names have performed.
Throughout my career, I have always tried to provide genuine opportunities to investors through our services. Those who read our letters and books understand the value. I believe that those who are meant to connect with our work will naturally find their way to it. This is why we do not advertise or market ourselves; occasionally, I post on Twitter.
This year’s book, “2026 Financial Predictions,” has been remarkably accurate so far. I hope the remaining months in e
quities, commodities, currencies, and crypto continue to follow the monthly cycles outlined in the book. In 2025, we predicted the market bottom on 7 April, and in 2026, we again predicted the end of the negative cycle on 7 April 2026, an interesting coincidence.
2025 buying recommendations in gold and silver, and this year's very bold predictions of gold to fall from $5755 and silver to $117.88, which surprised the metal community.
In last week’s newsletter, we recommended beginning to accumulate crypto, and over the last two days, the market has started responding positively.
Thanks & God Bless
Mahendra Sharma