On April 13th, 2024, I sent my members an email.

I told them gold had broken its ceiling…

And that what comes next could be the most lucrative gold supercycle in history.

Since then, gold has more than doubled.

But here’s the part most investors miss:

It’s not gold that makes the real money in these cycles.

It’s an overlooked “backdoor” asset that leverages the move…

And has seen gains of 846%, 1,668%, and 1,915% in past cycles.

Based on everything I’m seeing, this cycle could be even bigger…

And we’re still in the early stages.

If you want to make the most of it, the time to get positioned is NOW….

Here’s the number-one move I recommend making today.

Regards,
Ross Givens
Director of Research, Traders Agency

3 Unique AI Software Plays With Strong Analyst Support

By Nathan Reiff. Publication Date: 7/29/2026.

The AI market correction is an early and significant test of investors' resilience in the space. While even some of the biggest tech stocks with an AI footprint have lost ground in recent weeks, smaller and less-proven names may be particularly volatile.

For aggressive AI bulls unafraid to take on heightened risk amid the turbulence, there may be opportunities to buy the dip and eventually reap significant rewards.

Lesser-known AI software companies may be a good place to start searching for potential candidates, though it helps to have some reassurance that these firms have strong fundamentals. Each of the companies below has recently received a ratings upgrade or price-target boost from one or more Wall Street analysts.

Despite a Crowded Field of Competitors, Klaviyo Finds a CRM Niche

Klaviyo Inc. (NYSE: KVYO) operates a customer data platform and provides marketing automation software used by e-commerce businesses. The company's tools help clients personalize communications and customer support using AI. This makes Klaviyo a competitor to larger rivals like Salesforce (NYSE: CRM), although it caters more to smaller companies than those seeking enterprise customer relationship management (CRM) solutions.

In the last several weeks, KVYO shares have received a new Buy rating from Goldman Sachs analysts, while Citigroup boosted its price target by $3. The stock has a Moderate Buy rating overall, with 18 Buy ratings compared with just three other ratings. Wall Street sees about 65% upside for KVYO, a significant turnaround after the stock shed roughly 40% year to date (YTD).

Klaviyo's fundamentals may support this growth potential, as seen in its Q1 2026 earnings report. Revenue climbed an impressive 28% year over year (YOY), while the firm achieved its highest-ever non-GAAP operating margin. Management also raised its full-year guidance for revenue and operating income, citing the strength of the company's AI-driven products, such as Composer and Customer Agent.

A catalyst from an upcoming earnings report could help reverse the recent decline, but Klaviyo must contend with carrier fees. The company has absorbed these costs so far, but they could pose a greater threat as its business grows.

A High-Risk, High-Reward Proposition in Similarweb

The smallest of these three companies—and, in some respects, the riskiest for investors at this stage—Similarweb Ltd. (NYSE: SMWB) uses AI to collect and analyze data from internet traffic, app usage and more to provide customer analytics tools for businesses. Its proprietary dataset is a strong asset, as is its ability to serve clients across enterprise businesses, investor groups, government agencies and more.

A major price-target boost from Citigroup analysts in July may have increased visibility for SMWB among investors, but the stock remains a consensus Hold overall. Interestingly, it has largely bucked the AI industry dip and is down only about 5% YTD, while still retaining 17% upside potential.

In June, Similarweb announced two multi-year enterprise contracts representing a combined $47 million in total contract value over the coming three years. This is a major development for the company and a signal that it is gaining recognition for its ability to train large language models (LLMs). If Similarweb can maintain this trajectory, it may be able to accelerate revenue growth beyond the 10% YOY improvement reported in the last quarter.

Braze Builds Stability Amid Growing Revenue, Margins, and Free Cash Flow

Braze Inc. (NASDAQ: BRZE) is also in the marketing-automation business, like Klaviyo. While the companies take different approaches, Braze also faces threats from established competitors such as Salesforce. One factor that distinguishes Braze from Klaviyo is its focus on enterprise customers, which gives it a large addressable market. The company has also retained customers effectively.

Braze also appears to have the strongest ratings profile of the three companies, with 19 Buy ratings and just a single Sell. JPMorgan Chase analysts boosted their price target earlier in July, bringing the potential upside based on the consensus price target of $34.76 to about 40%.

With $211 million in revenue last quarter, a 30% YOY improvement, Braze also has a solid sales foundation. Margins are performing well, with management expecting a 400-basis-point expansion in operating margin for the full year. Free cash flow is also emerging, with Braze reporting $27 million in free cash flow in its latest earnings report. These results reflect strong customer momentum, net additions and the firm's standout AI products. While competition remains fierce, Braze is establishing itself as a solid option among smaller AI software providers.