I (Chris Reilly) have a special Jolt for you today, where I’ll share a valuable preview of what our analysts are recommending inside each of our seven RiskHedge premium advisories.

It’s been a volatile last few days. And this is important information. There’s some panic in the air about overspending on artificial intelligence (AI) infrastructure... and our analysts, as always, are here to guide our premium members through it.

Let’s start with our flagship advisory...

Disruption Investor

“The AI buildout is only at halftime.”—Stephen McBride

In Disruption Investor, Stephen McBride and Chris Wood recommend world-class businesses profiting from disruptive megatrends.

In their new issue, they tackle the question hanging over the entire AI trade: Has the industry spent too much, too fast?

There’s no denying that AI spending is enormous and parts of the trade have run hot. But the evidence still points to a boom that’s just getting started.

As Stephen explains, AI agents can now plan, execute tasks, correct mistakes, and work for hours with little human involvement.

At the same time, real AI revenue is growing at a historic pace... and demand for computing power is rising faster than the world can build data centers, generate electricity, or manufacture advanced chips.

That’s why Stephen and Chris are looking past the crowded trades toward less-appreciated parts of the buildout that will benefit as AI usage spreads.

Disruption_X

The recent AI panic is giving Stephen and Chris Wood exactly what they look for in Disruption_X:

The chance to buy small, disruptive companies—with market caps between $200 million and $20 billion—at better prices.

This latest AI selloff was sparked by Kimi K3, a powerful new model that a Chinese lab released for free. Wall Street immediately concluded that cheaper intelligence would destroy the economics of AI… making the hundreds of billions spent on infrastructure unnecessary.

Stephen says investors made the same mistake after China’s DeepSeek model shocked the market in January 2025.

But instead of killing the AI boom, cheaper models drove usage higher. Nvidia’s (NVDA) business roughly doubled, while demand for AI from companies like Alphabet (GOOGL) and Anthropic exploded.

The reason: When something useful gets cheaper, people find more ways to use it. A free AI model still needs enormous amounts of computing power, memory, networking, and electricity to run.

Stephen and Chris are also looking beyond chatbots to physical AI... the systems that allow cars, robots, and machines to see, hear, and interact with the real world.

Their recent recommendations have focused on the “perception layer” of AI, including companies making the tech that will serve as physical AI’s “eyes” and “ears.”

Express Trader and RiskHedge Live

Justin Spittler, our Director of Trading, runs two premium services: RiskHedge Live and Express Trader.

In Express Trader, where Justin shares his top three trades to make each week, he’s been treating the recent tech and AI weakness as rotation... not a market breakdown.

Justin pointed out that money has been moving into areas like financials, healthcare, and select software stocks while AI infrastructure names and semiconductors stocks cool off.

His proprietary PRO Meter has also remained “risk on,” suggesting there are still corners of the market outside of tech that are working.

At the same time, Justin isn’t ignoring the risks. Interest rates have been on the rise since March, with the yield on the US 10-Year Treasury recently jumping to 4.63%.

This isn’t automatically a bad thing, but higher interest rates tend to put pressure on stocks, especially ones already in a downtrend.

That said, one group tends to do well in a high-interest-rate environment: energy.

If you remember what happened after COVID, inflation surged because the pandemic led to global shortages for many goods. Most stocks crumbled during this time, but not energy.

The group finished 55% higher in 2021 and 66% higher in 2022. It was the top-performing sector both years. It’s once again the top-performing sector this year, up 30% year-to-date.

Energy is one area Justin is also watching closely in RiskHedge Live, his interactive trading room where he shares his market analysis and trade ideas in real time.

Here’s a preview of what he said last Thursday:

Justin recently added two energy-related names in RiskHedge Live. One gives members broad exposure to leading oil and gas producers. The other is a top shipping company that should benefit from strength in the energy market.

RiskHedge Venture

“Arguing over whether crypto is in a bull or bear market misses the point. Real cryptos continue to thrive while most others fail.”—Stephen

In Stephen’s latest RiskHedge Venture issue (our premium crypto advisory), he explains why the current selloff is actually helping separate crypto’s real businesses from the tokens built on little more than hype.

Bitcoin (BTC) has been cut in half from its all-time high, while bitcoin and Ethereum (ETH) ETFs recently suffered billions of dollars in outflows.

But Stephen doesn’t think crypto is finished. He believes the industry is going through the same sorting processes the internet experienced after the dot-com crash.

For the first time in crypto’s history, the market’s biggest winners aren’t “story coins.” Investors are rewarding businesses with real customers, real usage, and real revenue... which has been our strategy in Venture since Day 1.

As one example, while cryptos in general still struggle, Venture holding Hyperliquid (HYPE) is hitting new highs while generating hundreds of millions in revenue.

In his new issue, Stephen highlighted three cryptos (Best Buys) that continue to grow even as the broader market struggles.

Strategic Trader

Strategic Trader is our warrants advisory, led by John Pangere.

Warrants trade like regular stocks but offer leveraged exposure to the company behind them—often for less than $1.

In the July issue of Strategic Trader, John uncovered an overlooked company positioned to benefit as a multibillion-dollar industry returns to normal after years of pandemic-era disruption.

That’s the advantage of John’s approach: While most investors chase the same crowded trades, he looks to the lesser-known warrants market for opportunities others miss.

John expanded on this idea in a recent Strategic Edge article (his free weekly letter). A reader asked what happens to a warrant when the broad market falls 15% or 20%.

John explained that while many warrants decline with their stocks, there’s no hard-and-fast rule. For example, in 2022—while the S&P 500 fell about 20%—John found warrants tied to the recovering oil industry that soared.

Warrants can even rise while the underlying stock falls, especially when a company changes their terms in a way that makes them more valuable.

There are still risks, which is why John stresses proper position sizing, patience, and using limit orders. But his broader point is important: You don’t always need the market’s most popular trades, or even a rising market, to make money.

To follow John and get his ideas delivered straight to your inbox, go here. Strategic Edge is his free letter covering overlooked and undervalued opportunities across the whole market.

Cornerstone Club

Cornerstone Club is our rules-based investing system that recommends allocations into a variety of global ETFs each month, representing the “world of investments.” It’s headed by RiskHedge publisher Dan Steinhart.

Cornerstone takes the emotion out of investing. You simply follow the rules of the system, which is designed around 50 years of data to match or beat the market while dampening volatility.

Here’s Dan in this month’s issue:

What if I told you the Mag 7 stocks (AAPL, MSFT, GOOGL, AMZN, META, NVDA, and TSLA) will struggle? Most people would assume the stock market would struggle too, considering these giants make up one-third of the S&P.

But nope. The Mag 7 are down 5% to start the year, while the market is up 9%. This is great news that should kill the false narrative that a few giant stocks are propping up the market. 

Rather than relying on a handful of tech giants, Cornerstone homes in on the areas showing the most strength. For July, the system is fully invested across six areas of the market, with nothing in cash.

Through the first half of 2026, a traditional 60/40 portfolio gained about 6%. Cornerstone gained 20%.

Chris Reilly Executive Editor, RiskHedge