Two Buy Alerts: One for Growth, One for Peace of Mind

Here’s how we’re positioning ahead of the next big move...

Author

Donald Doge
June 04, 2025

Right now, we’re looking at two distinct types of opportunities, each powerful in its own way and timed for this exact market moment.

One is a pure growth engine.

It’s a company at the heart of a multi-trillion-dollar AI buildout. It just posted triple-digit earnings growth, and its product line is now embedded in the data centers of the world’s most dominant tech platforms.

Its stock pulled back 45% this year, but the business is scaling hard. We believe it’s just the beginning of what could be a multi-year run higher.

The second? It’s the quiet compounder.

A business with unmatched real estate in one of the most essential sectors of the digital economy. Its cash flows are stable. Its dividend has risen for 14 years straight. And right now, its shares yield over is solid, with more upside ahead.

One is designed to help you multiply capital fast. The other is designed to help you sleep well while you do it.

We released both picks to our Premium Subscribers below as part of our “Barbell Strategy” for this market: High-growth on one side. High-certainty on the other.

If you're not yet a member, just know this:

These aren't the kind of stories that stay quiet for long.

Wall Street analysts are already raising their forecasts. Smart money is building positions. And once the next leg of the AI and infrastructure cycle kicks off, these names won’t be trading at today’s levels again.

If you're looking for asymmetric growth and stability in this uncertain market, now's the time to position yourself.

Double D

P.S. These aren’t speculative trades. They’re “core conviction” positions backed by revenue growth, market demand, and clear catalysts. If you want the tickers, you’ll need to be on the inside. If you’re a Premium Member, the recommendations are below:

🔓 Premium Content Begins Here 🔒

In today’s Premium Section, I have the latest TWO recommendations I’m buying during this massive AI shift.

I hope you’ve been paying attention because we’re currently beating the S&P near 3-to-1 since mid-April

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I don’t.

I built my wealth the old-fashioned way, not by selling subscriptions.

That’s why I priced this at $15/month

Not because it’s low quality, but because I don’t need to charge more.

One good trade, idea, or concept could pay for your next decade of subscriptions.

The question isn’t ‘Why is this so cheap?’ The question is, ‘Why would I charge more?’

P.S. If this newsletter were $1,000 per year, you’d have to think about it.

You’d weigh your options. You’d analyze the risk.

But it’s $15.

That’s the price of a bad lunch decision.

And remember, just one good idea could pay for your subscription for a decade.