Editor’s Note: Hedge fund legend who delivered a 279% return on cash in 2025 and went on a 20 year winning streak, says Elon Musk is now executing the “Final Phase of his Master Plan”… and he’s identified the ONE ticker that stands to benefit most (it’s not SpaceX, Tesla, or anything you’d associate Elon with). Click here to see the details.

Dear Reader,

In 2025, Larry Benedict did something almost nobody on Wall Street managed.

He got ahead of President Trump.

When Liberation Day sent the market into freefall, Larry had already positioned his readers.

They closed trades for 29%... 30%... and 59% on QQQ.

Three winning trades in three weeks from just a single policy move.

In just the first quarter of the year, Larry had a perfect 13 for 13.

Not a single losing trade.

Click here to see how Larry did it — and what he’s doing now.

By the end of the year, he had delivered a 279% return on cash. The S&P returned 15%.

Now Larry is turning his attention to Elon Musk.

And he says what’s already been set in motion makes everything Trump triggered in 2025 look like a warm-up.

Because now that the SpaceX IPO is over, the “Final Phase of Elon’s Master Plan” has begun.

Which means billions — potentially trillions — of dollars could be forced into a single ticker…

And it could happen at any time.

Larry has been tracking it for months and says the time to get positioned is now.

He’s revealing the name and ticker today, completely free.

Click here to find out what Larry is positioning in now — and get ahead of the “Final Phase of Elon’s Master Plan.”

Best wishes,

Lauren Wingfield
Managing Editor, The Opportunistic Trader

P.S. Larry’s 2025 readers didn’t wait for the headlines. They took action early and were rewarded for that. Click here to get ahead of his next big call — before the window closes.

3 Stocks Cashing In on AI While Everyone Watches NVIDIA

Authored by Bridget Bennett. Article Published: 6/11/2026.

While investors have been fixated on semiconductors and the Magnificent Seven, a quieter group of stocks has been doing something those names haven’t: beating earnings, attracting institutional money, and pulling back just enough to offer a fresh entry point.

NVIDIA Corporation (NASDAQ: NVDA) and the rest of the Mag 7 are up less than 1% on the year. Meanwhile, the companies actually building the infrastructure that makes AI run—the power plants, data centers, and electrical grid expansions—have been putting up real numbers. Marc Chaikin of Chaikin Analytics says that’s exactly where investors should be looking right now, and he has three names to make the case.

Where the AI Money Is Actually Going

The chip story had its moment. NVIDIA, Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU)—those runs were real and well documented. Then the hardware layer caught up: Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) both posted blowout earnings as demand for data center servers surged. Those stocks doubled in a matter of weeks.

Chaikin’s view is that the biggest gains in chips and servers have already been realized. The next layer of the trade is the infrastructure that houses and powers all of it—and that story is still early.

The data center buildout requires two things above all else: construction expertise and electricity. The three stocks on his list sit directly in that path.

Argan: Small Cap, Specialized Play

Argan, Inc. (NYSE: AGX) is a construction and engineering firm focused on power plant development—a niche that puts it squarely in the path of data center expansion.

With roughly $1 billion in revenue, it’s the smallest name on the list, but Chaikin says that’s part of the appeal. Retail investors haven’t found it yet, which means there could be another wave of buying still to come.

The stock spiked on its most recent earnings report before pulling back. Chaikin sees that pullback as the setup—strong fundamentals, a multi-year growth runway, and a price that has come in from its highs.

MasTec: Mid-Cap With a Trifecta of Bullish Signals

MasTec, Inc. (NYSE: MTZ) operates at a much larger scale—around $15 billion in revenue—providing infrastructure solutions across electrical, pipeline, and communications projects. It’s not a household name in AI conversations, but its most recent earnings tell a different story.

Against an estimate of 98 cents per share, MasTec reported $1.39, beating by 41 cents and raising guidance for the rest of the year.

Chaikin points to what he calls a trifecta: a consistent pattern of positive earnings surprises across the last six quarters, analysts raising their estimates in response, and ratings upgrades that follow.

That combination—earnings surprise feeding analyst revisions feeding price momentum—is exactly what his Power Gauge ranking system is designed to identify. MasTec has it.

The stock is also down about 20% over the past month, which Chaikin views as another opportunity to buy the dip rather than chase a spike.

Quanta Services: The Largest Play With the Longest Runway

Quanta Services, Inc. (NYSE: PWR) is the anchor name on the list. With approximately $30 billion in revenue and a $100 billion market cap, it’s a significantly larger company than the first two, and Chaikin argues it may have the longest-lasting tailwind of all.

Quanta doesn’t build data centers. It expands the electrical grid capacity that data centers depend on. That distinction matters, because the grid upgrade story extends well beyond AI. U.S. electrical infrastructure is aging, vulnerable to extreme weather, and increasingly insufficient for a growing economy.

Quanta has been doing this work for decades and will continue doing it regardless of what happens with AI spending cycles.

The earnings track record reflects that durability. Quanta has posted positive earnings surprises in 18 of the last 20 quarters.

Most recently, it beat estimates by 35%, reporting $2.68 against a consensus of $2.04. The stock spiked 15% on the report and has since pulled back, offering a nice discount relative to its all-time high.

The Pattern Retail Investors Keep Missing

The common thread is straightforward: strong earnings, institutional ownership, and recent pullbacks that Chaikin reads as buying opportunities rather than warning signs. These aren’t speculative plays. They’re companies with real revenue, real contracts, and exposure to a buildout that’s expected to run for at least another three to five years.

Retail investors haven’t caught up to names like these yet. That’s not a reason to ignore them—it may be exactly the reason to pay attention.