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Why Jonathan Rose is Bearish on PLTR… Triple-Digital ‘Super Signal’ Wins with Jonathan and Mark Chaiken… Huang’s Loud Endorsement of AI… Luke Lango’s AI Stock Just Upgraded to ‘Buy’… Brian Hunt’s New AI Proxy Pick
In our May 4 digestwe highlighted research by Jonathan Rose that flagged the beloved market palantir (Belter) As a stock to watch out for, as insiders have been quietly selling.
Later the same day, Palantir reported huge earnings for the first quarter of 2026, posting its fastest quarterly sales growth since its 2020 IPO.
This seems like a setup for an “egg on your face” promotion on our part.
Not much.
Despite huge revenues and profits, PLTR stock is down 7% from where it was when we listed it on the stock exchange. digest.
Is that a coincidence? Or does Jonathan’s framework just work?
In that digestwe introduced Jonathan’s “Four Tells” framework.
He created it after studying companies that AI was already destroying, starting with how those stocks turned out before Their downfall – when they were still well.
Four themes kept recurring – “The Four Stories”:
- Coordinated insider sales
- The defection of top talent to indigenous AI competitors
- Moving away from per-seat pricing towards consumption models
- And the CEO language that matches every previous disruption cycle – the “AI enhances, not replaces” playbook.
Jonathan has applied this framework forward and flagged 12 names that he believes will face significant downside risks over the next 24 months. Palantir was one of them.
Her “tell” was insider sales. CEO Alex Karp and four other senior officials presented same-day sales at the same reference price — $205 million in insider-coordinated intent.
When the people closest to the action prepare for the exit in a coordinated way, Jonathan takes it seriously:
I’m not saying that all these companies will 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.
I will point out that even if PLTR does not break down, there is still the risk of a high opportunity cost. Case in point – since May 4th digestWhile the PLTR fell 7%, the Nasdaq jumped almost 6.5%.
What makes the framework really useful outside of the selling side…
The same signals that show Jonathan where money leaves also reveal where it arrives. As he points out, institutional capital does not remain in cash, it circulates.
The only name Jonathan says is on the receiving end of this money Quantum computing company (Qubit) – A small company working on quantum devices, photonics, and cybersecurity applications.
Although it’s just a guess, here’s Jonathan’s reasoning:
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.
He saw similar activity in Rigetti Computing Company (RGTI) Before his trade reached 234% in five days. Same thing with MP Materials Company (deputy) Before achieving gains of more than 700%.
QUBT is also one of five stocks where Jonathan and Mark Chaikin’s new “Convergence Trigger” is currently flashing.
If Mark is a new name, he has spent 60 years in the markets and created the Money Flow Index that is now embedded in every… Bloomberg Station on this planet. He also built research tools for market legends Paul Tudor Jones and George Soros.
While Mark’s system can tell you where institutional money is flowing, Jonathan’s system can tell you where the top condemnation positions are being built.
When they realized the complementary nature of their trading styles, they combined them to see how both lenses affected a trading portfolio.
Tested across nearly 200 real trades, the combined signal produced an 81% win rate and an average gain of 147% – and two out of every three losing trades were liquidated.
Jonathan and Mark will have their meeting this Thursday at 8pm ET Convergence operator Event to delve deeper and give away four additional shares that its common system flags.
Back to Jonathan:
I have now partnered with Mark to add institutional “money flow” as a second layer of confirmation. We call the group “super-signal.”
It has never been shared with anyone anywhere in the world before. Not even the hedge funds… the brokerage firms… and the billionaires who Mark and I were clients of in our previous careers.
On May 28, You can be among the first anywhere to see and use it.
To reserve your seat, Just click hereAnd see you on Thursday.
Speaking of tracking where money is flowing…
nvidia (NVDA) CEO Jensen Huang has just given his final endorsement of the bullish AI case yet.
As we covered last week on digestNvidia just posted another impressive quarter of earnings:
- $81.6 billion revenue, up 85% year over year
- Q2 guidance of $91 billion beat Wall Street expectations
- New buybacks worth $80 billion were approved – one of the largest buybacks in corporate history.
Here’s Huang on the earnings call, providing color to the performance:
This was an exceptional quarter. Demand has become parabolic.
The reason is simple: Agent AI has arrived.
AI can now do productive and valuable work. Cryptocurrencies are now profitable, so model makers are racing to produce more.
In the age of artificial intelligence, computing power is revenue and profit.
But this is a number that hasn’t made many headlines – and it’s the number that should be put into the second wave of AI building…
Nvidia split its data center division into two groups this quarter. The “hyperscale” company – like the massive Mag 7 AI companies – achieved 12% growth quarter-over-quarter.
Meanwhile, the second group, which Jensen calls “ACIE” (AI Clouds, Industries, and Enterprises) — new clouds, sovereign governments, and enterprises building their own AI infrastructure — grew 31% quarter-on-quarter.
Almost three times faster.
The scope of building AI is not narrow, limited to a few super-extensible tools. It’s expanding. And our technology investing expert Luke Lango, editor Innovation investoryou just found out exactly what that means for his wallet.
His conclusion: The bull hypothesis behind the relevant positions is becoming stronger. He reviewed 12 names in light of NVDA’s print and reaffirmed their rising statuses across the board – with one upgrade…
CoreWeave Inc. has moved. (CRWV) – One of the Hottest New Cloud Stocks – From Hold to Buy
To make sure we’re all on the same page, ‘neocloud’ is a specialized cloud provider that focuses on training and running AI models.
While traditional “hyperscalers” (such as AWS, Microsoft Azure, and Google Cloud) offer a wide variety of general-purpose web services, new clouds act as intelligent, specialized service providers dedicated solely to massive computing power.
I tagged CRWV because Jensen himself called it a name during Nvidia’s earnings call.
Nvidia has a $2 billion stake in the company. Anthropic’s compute expansion — one of the biggest demand vectors Huang discussed — flows through CoreWeave specifically. Best of all, it’s trading at $150 below Luke’s purchase price as I write.
Here’s Luke:
This combination – Jensen’s named endorsement, a direct humanitarian revenue pipeline, and shares below the purchase price – is the setup I want to own in the next stage of this trade.
If you are Innovation investor Subscriber, sign in to get Luke’s analysis of the rest of the portfolio.
And join Luke Innovation investor, Click here to learn more. He is currently focused on what he believes is Elon Musk’s most ambitious project to date (no relation to Tesla or SpaceX). You can Get these details and learn more about it Innovation investor here.
Want another way to play Arrival AI Agent?
Brian Hunt, editor of our free daily email, Money and mega trendsurges investors to put themselves in a “supernova agent.”
Here’s Brian on the scope of what’s to come:
Within the next two years, the number of AI agents operating in the US economy is not expected to increase 10-fold… or 50-fold… or even 1,000-fold.
Try at least 100000X.
This is the next Supernova agent. Agents work with people. Agents work with other agents. Agents manage companies. Agents negotiate and bargain with other agents.
To bring this to life, Brian provides a simple example. A single restaurant could soon be running five dedicated agents simultaneously — one to manage cooking schedules, one to handle accounting, one to supervise staff, one to track supply orders, and a general-purpose agent that coordinates all the others.
Now, multiply this model across every business in the economy, and you begin to understand what 100,000x growth in AI customers actually looks like in the real world.
So, how do we invest?
Brian has a new idea that I haven’t seen before by other analysts…
scam.
The dark side of agentic artificial intelligence
The technologies associated with AI that will benefit society through many forms of innovation are the same technologies that will simultaneously provide criminals with the most powerful toolkit they will ever have.
Here’s Brian with examples:
Today, a fraudster can create a realistic fake identity in seconds and clone someone’s voice from three seconds of audio. The scammer can also use AI to create a fake video that flashes, turns, and smiles on request.
These nefarious products could allow them to bypass the security checks that banks and financial institutions rely on to verify identity…
As the number of agents doubles, so does the number of potentially harmful interactions you have with humans.
You see, when an AI agent books a flight on your behalf, or buys you a t-shirt, it needs to verify your identity. But every interaction represents a potential vulnerability to a cyberattack.
This is the problem MITK Systems (What) Built to solve.
Back to Brian:
Mitek is a $640 million company and has had a head start on this challenge for 25 years.
Its legacy business – processing more than 1 billion mobile deposits annually – has made it the trusted identity backbone for many North American financial institutions.
Major clients include JPMorgan Chase, Bank of America, PayPal, Capital One…
The Verified Identity platform combines identity document authentication, biometric liveness detection, deepfake recording and voice cloning, and real-time fraud analytics.
We’re taking too long, so I won’t delve into Brian’s analysis, but I encourage you to. You can sign up for free Money and mega trends Newsletter here. Every day the market is open, Brian provides actionable insights, loaded with specific stock indicators.
wrap
Jonathan tracks 12 stocks where the smart money is quietly heading towards the exit, while his stocks are tracking 12 stocks where the smart money is quietly heading towards the exit A “Super-Signal” scanner indicates where that money is going…
Huang has just confirmed that the same smart money is flowing into AI infrastructure at a pace that has “gone parabolic,” as he put it. Luke had just passed through the businesses in the middle of this construction…
Brian points out the uncomfortable truth that every new AI agent entering the economy creates a new security vulnerability that someone, somewhere, will try to exploit…
These are not unrelated stories. They are four corners on the same transformation – the largest reallocation of capital in a generation, taking place in real time across every layer of the economy.
Where does the money go… Where does the money go…
This is what we will be tracking alongside our experts here at digest.
I wish you a good evening,
Jeff Remsburg
