Here’s the thing about hockey playoffs: momentum shifts happen in a heartbeat. One bad bounce, and suddenly everything changes. The Pittsburgh Penguins learned that the hard way when a Flyers defenseman somehow managed to hit himself in the face with an opponent’s stick—and still drew a penalty. You can’t make this stuff up.
But here’s what’s wild: the same chaos is playing out in the economy right now, except instead of a puck to the face, everyday Americans are getting hit at the pump. Gas prices just surged past $4.50 a gallon, and in some parts of the country, they’re already way beyond that. Middle East tensions, rising oil, inflation fears—Wall Street’s been obsessed with all of it.
The question everyone’s asking: what do we actually do about this?
Skate to Where the Puck Is Going
Wayne Gretzky didn’t become the greatest hockey player ever by chasing where the puck was. He skated to where it was going to be. That’s how you invest too.
While everyone’s been fixated on Middle East chaos, something extraordinary happened on the other side of the ice. Four of the “Magnificent Seven”—Google, Amazon, Meta, and Microsoft—dropped earnings that absolutely crushed expectations. But here’s what really got Wall Street’s attention: their AI spending plans.
Before earnings, analysts expected these hyperscalers to spend about $670 billion on AI in 2026. After the reports? That jumped to roughly $725 billion. And it’s accelerating from there.
The puck is moving fast. And here’s the kicker: the next big winners probably won’t be the names everyone’s already talking about.
The Real Opportunity
The biggest gains in this AI boom won’t come from the obvious players. They’ll come from the companies quietly solving the problems that make the whole thing possible—the picks-and-shovels plays that Wall Street hasn’t fully discovered yet.
Think about it: we’ve already found massive winners this way. Companies like Bloom Energy went from a $5 billion nobody to delivering 1,100% gains in about 14 months. That’s the kind of move that happens when you find the right company at the right time.
May 15 Changes Everything
Here’s where it gets really interesting. On May 15, a new era begins at the Federal Reserve. And based on everything we’re seeing, I believe investors who position themselves before the crowd figures this out will look back on this moment the way early internet investors look back on 1995.
Why 1995? That’s when the Fed started cutting rates while the internet boom was already underway. The NASDAQ soared 420% before the dot-com era ended.
Now think about today: we’ve got an AI boom already in full swing, a new Fed regime, and an administration publicly calling for 150 basis points in rate cuts. When those cuts happen, it’ll be like pouring gasoline on the fire.
The smaller, faster-moving stocks are already showing the early signals we’ve tracked before every major small-cap bull run. These are the companies that could deliver the next wave of outsized gains.
The puck’s moving. The question is: are you skating to where it’s going?
