After “Sell NVDA, Buy GLW” Comes His Next Big Idea VIEW IN BROWSER By Michael Salvatore, Editor, TradeSmith Daily Last July, InvestorPlace senior analyst and award-winning stock picker Eric Fry made a call most analysts wouldn’t touch: Sell Nvidia (NVDA), buy Corning (GLW). Since then, NVDA is up 7%. But GLW is up… 140%. Eric didn’t get lucky. He saw that the bottleneck driving the AI trade had shifted – from NVDA’s chips to networking and physical infrastructure like Corning’s fiber optic cables. Corning was simply sitting in the path of the $650 billion big tech wants to spend on AI. That’s why this week, I sat down with Eric to find out why he’s now laser focused on assets like copper, natural gas, and aluminum. As he’ll show you, these are the raw materials and energy sources required to actually build and power AI’s data centers. And while the war in Iran might accelerate this trend, it doesn’t make it. There are structural forces in place that could keep this investment theme running for years… and leave the Magnificent 7 choking on its dust. Watch the full interview here. 
The interview above is a good introduction to how Eric thinks. But the FutureProof 2026 presentation he broadcast last week gets into specific trades you can make this coming week. There, Eric walks through the bottlenecks he’s watching, the sectors he believes will capture the rotation out of the Mag 7, and 15 stock ideas he’s watching now before the next leg of this move. He calls it the Golden Rivets Profit Playbook. And the replay is still available – though not for long. Watch Eric Fry’s FutureProof 2026 presentation here. To building wealth beyond measure, 
Michael Salvatore
Editor, TradeSmith Daily | Recommended Link | | | | One of the most popular stocks in America has a 100% history of rising on one particular date – every single spring. In fact, it’s gone up beginning this ONE specific day – year after year – at a rate fast enough to double your money in 12 months. Click here to see the name of the stock, free of charge. |  | | | 
No comments:
Post a Comment