Earnings360 Newsletter for 12/10/2024

If you have $100,000 sitting in a bank account, you lost $17,000 last year.

Not from a bad trade. Not from a market crash. From doing absolutely nothing. In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone.

And it's happening again this year. And next year. And the year after that. But there's ONE AI-linked asset class the U.S. government has no choice but to fuel… and BlackRock, Goldman Sachs, and 170 public companies are already positioning into it.

Tech analyst Jeff Brown and 50-year Wall Street veteran Marc Chaikin are going on camera together for the first time on April 29 at 8 p.m. ET to issue a warning about a structural problem embedded in the AI market - one they believe could paralyze the shares of the largest technology companies almost overnight.

Their thesis draws a direct parallel to the 'Dark Fiber' collapse that ended the dot-com era in 2000. Marc called the end of the last bull market in January 2020, weeks before the fastest bear market in history. Now he and Brown say they have identified one specific opportunity positioned to gain 12X or more as this shift unfolds.