I found them all in 12 major stocks. Here’s what to avoid — and where the money goes instead.
Listen to the audio version of this article (generated by artificial intelligence).
I’ve been doing some research recently that I can’t stop thinking about.
I went back and studied the companies that AI has already destroyed:
- CHGG (CHGG)
- Fiverr International Limited (FVRR)
- Remote Performance SE (TLPFY)
I looked at what they all had in common, not after the AI trend destroyed them, but before. When the stock was still holding and no one was really worried yet.
I found four specific news. Four characteristics appeared, in some combination, in each individual company before the fall.
Once I had the framework, I set about implementing it and applying it to companies that by most measures look good today. I found it 12 names With multiple novels stacked up at the moment.
Some of them will bother you. Maybe you own a few. Maybe someone you respect recommended them.
But here’s the important point.
The same four signals that quietly show me where the smart money is leaving Also show me where he is calmly access.
Institutional capital does not sit in cash. When it rotates from one place, it appears in another. It is the ebb and flow, the gravitational pull of the tide. It is environmental balance.
Now, where else is the smart money flowing is interesting.
In today’s article, let’s take a look at these three things:
He tells me the 4 — the warning signs I found in every AI victim before the market took off — and the 12 stocks those signs are flashing now.
Where big money trading is headed right now, with some evidence from our track record to back it up.
The arrow that lies directly in the path of this rotation. It is one of the names where both the megatrend and smart money activity are pointing in the same direction at the same time.
Let’s get into it.
The Four Tales – and the 12 Names
I want to be clear: I did not begin this research by researching specific companies. I started by asking about the pattern. Then I let the pattern find the names.
Here’s what I found.
Tell #1: Coordinated Insider Selling. There is not a single executive who would downsize his position for tax reasons. Many top people sell at the same time, across different titles, by volume. When people who know best work together quietly walk out, it’s no accident.
Saying #2: Top talent is leaving AI companies. Senior engineers. Product leads. Salespeople who know where customers go. When they start moving to OpenAI, Anthropic, or ultrarunners, they’re not leaving alone looking for money. They leave because they can see the track from the inside.
Tell #3: Pricing model changes. When a software company suddenly switches from per-seat pricing to consumption-based pricing, they’ll call it “innovation.” It’s not like that. It is a response to artificial intelligence that undermines their model. Truly winning companies don’t restructure their pricing under pressure.
Statement #4: CEO denial. This is an almost perfect reversal signal. Earnings call where CEO says: “AI can’t disrupt our business — our moat is too wide.” Real trenches don’t require that kind of reassurance. When you hear that, pay attention to what’s going on beneath the surface.
The 12 names in which I see multiple narratives accumulating:
- Salesforce (CRM)
- Adobe Inc. (ADBE)
- Work Day Inc. (WDAY)
- Gartner (Information Technology)
- Atlassian (TEAM)
- HubSpot Corporation (HUBS)
- EPAM Systems Inc. (EPAM)
- DXC Technology Company (DXC)
- Palantir Technologies (PLTR)
- Service Now Company (now)
- Cognizant Technology Solutions Company (CTSH)
- Costar Group Corporation (CSGP)
I’m not saying they will all collapse tomorrow. I’m saying the smart money is repositioning – and historically, price follows positioning. These are names I watch carefully, but I do not carry them.
The other side of the rotation
The other side is more interesting.
Everything that AI breaks down into software is simultaneously creating demand elsewhere. The infrastructure must be in place before disruption occurs. Devices. Computational power. Specialized applications that replace what is disabled.
This is where the smart money is piling in now. One of the clearest areas of focus I’m tracking is quantum computing.
I know what you’re thinking: Isn’t quantum just the next hype cycle?
Fair question. But let me tell you what the data actually shows, not the hype narrative, but the smart money activity.
The stock I want to share with you today is Quantum Computing Corporation (QUBT).
This is a small-scale company working on quantum devices, photonics, and cybersecurity applications. It’s speculation. I will say that clearly. But there is a big difference between speculation with a specific opinion and evidence of big money flows… and speculation on the story alone.
What catches my attention in QUBT is not the quantitative narrative, but the activity. Concentrated and extraordinary positions are being built around this index as money is aggressively rotated from legacy software to the infrastructure layer underneath.
QUBT recently announced a sharp jump in revenues following acquisitions related to photonics and cybersecurity technologies. The position we see has the same character as the names we discovered earlier.
We’ve seen similar activity in Rigetti Computing Company (RGTI) Before our trade reached 234% in five days. in MP Materials Company Before making gains of over 700% on our bullish trade. in Albemarle Corporation (ALB) Before making a 959% gain in the lithium trade.
None of these came from following a story or making a prediction. They come from observing where big money is moving — and following them before the broader market finds out why.
This is the setup in QUBT today.
Which brings me to what Mark Chaikin I do on May 28th.
Mark has spent 60 years in the markets. He created the Money Flow Index — and it’s now on Bloomberg terminals and on almost every major trading platform on the planet. Over the course of decades, he built research tools for the world’s largest hedge funds, then moved away to give ordinary investors access to the same analysis.
Mark can tell you where institutional money is flowing. I can tell you where the highest condemnation site is built. We both believed that these two things were designed to work together.
So, we’ve spent the last few months putting it together to see what happens.
We’ve tested the suite against nearly 200 of my real trading recommendations. The results even surprised me. Confirmed devices produced 45% higher gains than unconfirmed ones. The win rate jumped 17 percentage points. The filter would have kept us away from two-thirds of losing trades.
We call it Convergence operator. And we’re showing it off for the first time ever at a free event on May 28 at 8pm ET (Save your seat now).
QUBT is one of five stocks whose convergence trigger is flashing now. You’ll get all five when you sign up for the event’s VIP list.
Click here to reserve your place for our free event.
The rotation is already underway. The question is which side are you on?
The creative trader always wins,
Jonathan Rose
founder, Master of Commerce
Note: One thing I appreciate about Jonathan’s approach is that he spends less time trying to predict the future and more time tracking the actual direction of institutional money right now. In such volatile markets, this distinction is important. He and Mark Chaikin They’re breaking down that process — along with five stocks where the new “affinity trigger” flashes — during a free live event on May 28. You can reserve your seat here.
