Let’s face it: If you haven’t bought Nvidia by now, you’re probably feeling like you missed the boat. The stock has been the poster child for the AI boom, soaring over 200% this year alone.
But here’s the problem… Wall Street is OBSESSED with Nvidia. Every analyst, their dog, and probably their grandma, are already telling you to buy it. That’s the WORST time to jump in. As legendary investor Eric Fry warns, chasing “popular opinion” is a recipe for portfolio disaster.
Fry, editor of Smart Money and a master at finding contrarian opportunities, says the real money is made where the crowds AREN’T looking. And in a recent article, he dropped a major clue:
“Many of the most successful investment recommendations of my career emerged from the ranks of stock market “dullards” and “misfits.” They were down-and-outers that most investors were avoiding or ignoring. They were the “loser” stocks that popular opinion scorned… By contrast, many of the most successful short sale recommendations of my career belonged to the ranks of stock market darlings. The stocks that could do no wrong, according to popular opinion.”
He’s talking about the “Stealth AI” plays – companies benefiting from the AI revolution without attracting the insane hype (or risk) of a stock like Nvidia. And our guru network has already identified 3 perfect candidates…
HUM: The Healthcare Giant That AI Could TRANSFORM
Humana (HUM) is a household name in health insurance, but most investors see it as a “boring” dividend play. What they’re missing is that AI has the potential to revolutionize healthcare, and Humana is perfectly positioned to profit.
Eric Fry is bullish on this overlooked company. In fact, HUM is one of his top contrarian recommendations in Fry’s Investment Report. As he explains:
“AGI is going to impact several industries… They are industries that I also believe everyone should consider investing their capital in right now. I’m talking about data centers, raw materials and metals, energy, software, semiconductor chips, robotics, and healthcare.“
Humana is leveraging AI to streamline processes, improve patient outcomes, and cut costs. That translates to higher profits, and a HUGE opportunity for investors who buy in before the market catches on. Read Fry’s full analysis of AGI’s impact on healthcare here.
PLTR: The Data Analysis Powerhouse Fueling the AI Boom
Palantir (PLTR) is a data analytics company that’s quietly become essential to the AI revolution. They specialize in helping organizations make sense of massive, complex datasets – exactly what’s needed to train and deploy powerful AI models.
Chris Johnson, expert options trader at Money Morning, points to Palantir’s recent surge in new business deals as proof that this company is on the rise:
“AI Service companies appear to have been the big winners of the most recent earnings season, and Palantir has been one of the industry leaders. Last quarter’s positive earnings results have been immediately followed by a surge in new business deals for the AI data analysis company as four new deals were recently announced by the company.”
Palantir’s stock has been breaking out to new highs, fueled by consistent growth and a growing list of high-profile clients. This is a “picks and shovels” play on the AI gold rush, with HUGE upside potential as AI adoption accelerates. Read Johnson’s full Palantir analysis here.
INTC: The Comeback Kid of AI?
Intel (INTC) has been a laggard in recent years, as rivals like Nvidia ate its lunch in the data center market. But recent news suggests Intel may be ready for a comeback.
Johnson notes that news about potential restructuring at Intel has sparked a surge in the stock’s price:
“Reports from Bloomberg and other sources indicate that Intel may be considering splitting the company’s assets between its product and foundry businesses. The move comes as Intel is trading at prices not seen since 2015.”
While still a speculative play, Johnson believes the stock is heading for a short-term rally towards $27. Read Johnson’s full Intel analysis here.
Don’t just buy what everyone else is buying. Take a page from Eric Fry’s playbook and look for the “misfits” and “dullards” – the hidden gems that could deliver outsized gains as the AI revolution plays out. These 3 stealth AI plays are a great place to start.
Action Plan: Dig deeper into HUM, PLTR, and INTC. Pay close attention to analyst ratings (especially for contrarian picks like HUM). And be prepared to buy on any dips or pullbacks. The AI wave is still building, and these companies are riding it to success.
Coming Tomorrow: Forget the hype around refinancings. I’ll show you 2 stocks to buy NOW for the truly MASSIVE housing boom about to hit in 2025.