We’ve been hammering the same point all week: now is the time to start accumulating the right projects. The ones that have been grinding through this brutal mid-cycle chop, ignored by the market but relentlessly building.
The window for positioning is wide open, but it won’t stay that way for long. Right now, we’re seeing a setup that only comes around once in a cycle. The small-cap sector is flashing the same signal we saw before a 200+ day rally last time around—except this time, the divergence is even bigger. That tells me one thing: we could be looking at a move that runs deep into 2026.
And if history is any guide, two sectors will lead the charge: AI and Meme coins. We’ve already seen what happens when these narratives take hold. When the market conditions flip, these are the projects that go vertical.
Today, I’ve got two AI plays that stand out above the rest. Not hype. Not vaporware. These are projects with real innovation, real progress, and a track record of delivering even when no one’s paying attention.
They ran hard when the market was hot, then got completely overlooked in the pullback. But behind the scenes, they’ve been shipping updates and expanding their ecosystems. And right now, they’re sitting at prices that will look like a gift when AI takes center stage again.
Let’s get into it.