But those big companies get all the headlines and coverage, because they’re the companies analysts track. ROB: You can’t report on a company you’re not even looking properly at. JOEL: Exactly. According to JPMorgan, 44% of small-cap companies have literally zero analyst coverage. Another 35% are classed as “very thinly covered”...
flurry of new government AI contracts, as DOGE PHASE II gets started. Lots of those contracts could go to the kind of small, specialized, nimble companies that Elon loves working with. And almost no analysts are even covering these smaller stocks. Our 4 Favorite Companies
JOEL:
That’s why we’re here... ģ We DO track these smaller companies. ģ We spent months digging into exactly the kind of companies DOGE is going to want to work with. ģ And we’ve found a handful of extremely exciting companies we believe are perfectly positioned to profit. See, adopting AI isn’t like updating the software on your phone or computer. You don’t just click a box and all of a sudden you have AI. It’s more complicated. First, you have to organize the DATA involved into a format that an AI system can actually use. You need AI-friendly databases. And the U.S. government almost certainly doesn’t have that. I mean, some of its retirement data is being kept in an underground cave in Pennsylvania.
And if you know how to play this, it can be a HUGE advantage. Because some of these stocks have enormous upside – they can double or triple your money in no time at all. Yet, almost no one is looking at them. ROB: That’s actually true of our own research, too. We have more than 100,000 readers all over the world. But less than 2% of our readers get our small-cap work, despite the fact these stocks have much, much higher upside potential than almost anything else we publish. JOEL: But for the small group of folks who get our research on these stocks... there’s a huge opportunity here. These stocks have more upside potential than almost anything else out there. ROB: So, to bring all the threads we’ve been talking about together... We’re on the cusp of a massive
That’s a big problem if you want to automate things... You have to turn all those analog paper records into something usable. That’s just one big opportunity we’ve identified. There’s a load of companies that we call “AI enablers” that are going to thrive during DOGE PHASE II. These are exactly the kinds of companies Elon’s going to need to get the government AI-ready.
REVIEW BY JULY 18
DOGE: PHASE II // PAGE 21
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