Back From The Dead.
Remember when these companies were considered washed up?
They were the Magnificent Seven of their era.
They defined the dot-com boom, crashed spectacularly when it burst, and spent the next two decades as cautionary tales about hype and overvaluation.
Some lost 98% of their value. One went private for five years.
Now they are back. Not as nostalgia plays but as AI infrastructure stocks.
And they are outperforming almost everything.
Here is the story ⇩
SPONSOR BREAK presented by BrownstoneResearch*
I’m about to do a live demonstration. Of Elon Musk’s latest genius invention.
It’s an AI agent… Perhaps the most powerful ever created.
Elon himself believes it could 70X your money… in a short period of time.
Keep in mind, this is NOT like ChatGPT.
It’s not a chatbot.
Or something you download on your phone.
I expect Musk to publicly launch his AI agent any day now…
Potentially by the end of the month.
But I’m going to give you a sneak preview — for free.
It’s critical you see this live demo…
So you understand exactly what Elon created…
And why it’s so valuable.
Regards, Jeff Brown Founder & CEO, Brownstone Research
The Full Comeback Scoreboard
⇩
SPONSOR BREAK presented by MarketWise*
Check Your Power Bill: New ‘AI Tax’ Rolling Out Nationwide
A new AI crisis is spiking power bills across America. It’s part of a $33 trillion problem for the stock market… which experts warn could cause a crash 62 times worse than The Great Depression if it isn’t fixed fast.
The Headline Stock · Dell
Dell just had its best single day ever. The earnings behind it were unlike anything Wall Street had seen.
→ +33% on Friday.
→ Revenue up 88% year over year.
→ AI server revenue up 757%.
The analyst who covers Dell said he had “never seen anything like” the quarter.
Dell didn’t just beat expectations. It obliterated them.
The company had guided for roughly $35 billion in quarterly revenue. It delivered nearly $44 billion instead.
That’s an $8 billion surprise in a single quarter — more revenue than many public companies generate in an entire year.
Management was confident enough to raise its AI server revenue target from $50 billion to $60 billion, while its AI backlog swelled to $51.3 billion, giving investors visibility well into 2027.
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SPONSOR BREAK presented by Paradigm*
Do not invest on IPO Day.
I don’t care how big the IPO is.
Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history.
But instead of buying Starlink, you should look into this $30 stock – and you should do it right now, before the potential IPO.
This company – whose name and ticker is revealed for FREE in this short video – is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO.
And you can get shares today.
Click here for the details.
Sincerely,
James Altucher
The Rest of The Comeback Crew
1 Micron +903% — 12 months | MU ( ▲ 6.35% )
Founded in a Boise, Idaho dental office basement. Lost 98% of its value from peak to trough. Did not make a fresh record high again until early 2022. Now a $1 trillion company — the fastest ever jump from $500 billion to $1 trillion, achieved in just 48 trading days. Up 903% in 12 months. The poster child for AI’s downstream beneficiaries.
2 Intel +211% — Best year on record | INTC ( ▼ 4.33% )
Written off less than two years ago after years of manufacturing failures. Four CEOs in a decade. Trump called for its current CEO Lip-Bu Tan’s resignation — then reversed course. Nvidia then invested $5 billion. Apple reportedly reached a preliminary agreement to have Intel manufacture some of its chips. Shares hit a record last month after a sales forecast that blew away expectations. Up 211% in 2026 — its best annual performance ever recorded.
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SPONSOR BREAK presented by MarketWise*
Elon’s $480 Trillion Currency Masterplan
He’s waited 27 years for this moment. Elon Musk just launched his biggest disruption ever, which could totally reset how millions of people access their money and even pay tax.
Here’s exactly what to buy to profit.
… more
3 Lenovo +159% — Best month in 25 years | LNVGY ( ▲ 10.55% )
Became the world’s largest PC maker after buying IBM’s ThinkPad division in 2005. As the PC industry declined, Lenovo pivoted to AI products and services — now nearly 40% of total sales. Revenue grew 20% over the last year. In May alone, shares gained 105% — their best month in more than a quarter century. The top performer on Hong Kong’s Hang Seng Index in 2026, up 159%.
4 Nokia +124% — From phones to fiber | NOK ( ▲ 10.18% )
Fell 98% from a €300 billion peak. Sold its phone business to Microsoft in 2014. Rebuilt around telecommunications networking gear — the less glamorous infrastructure that connects AI data centers. Its 2025 acquisition of Infinera, a US optical-networking specialist, arrived just as AI data centers began demanding faster links between computing clusters. Up 124% in 2026. Still nearly 80% below its dot-com peak.
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SPONSOR BREAK presented by MarketWise*
The real reason Musk, Huang, Cook, and Fink just flew to Beijing
Last week, the CEOs of Nvidia, Apple, SpaceX, BlackRock, Goldman Sachs, Visa, Boeing, and more boarded Air Force One with President Trump to visit China. A U.S.-China trade deal would ignite a Melt Up in U.S. stocks, sending the market into a frenzy.
Learn the exact moves one Florida millionaire says to make today – before this window closes.
… more
5 Texas Instruments +76% — The boring chip wins | TXN ( ▼ 4.26% )
Dominant in the 1990s for chips that convert real-world signals to digital data. Fell 85% after the dot-com bust as telecom demand collapsed. After a sluggish start to the AI era, its chips found new demand in AI servers requiring more power density. Its data center unit now generates more than $1 billion annually — up more than 60% in 2025. Up 76% in 2026 — on track for its best year since 2003.
6 Cisco +56% — Finally back to 2000 | CSCO ( ▲ 0.23% )
Briefly the world’s most valuable company in March 2000. Then lost most of its value. Spent 26 years trying to get back to that peak — and finally topped it this year. Reinvented from legacy networking to AI infrastructure. Its fiscal fourth-quarter revenue forecast and AI pivot were the catalysts. Up 56% in 2026 — on track to outperform the Nasdaq 100 by the widest annual margin since 2006.
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Old Dogs, New Tricks
AI may be the story, but infrastructure is becoming the trade.
Dell’s exploding backlog, Micron’s trillion-dollar valuation, and the resurgence of names like Cisco and Nokia all point to the same conclusion: building AI requires far more hardware than most investors initially expected.
Memory, servers, networking, and power have become some of the most valuable pieces of the AI ecosystem, helping a group of once-forgotten tech companies add roughly $1.7 trillion in market value this year alone.
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