We've made double the returns of the NASDAQ and S&P so far this year, so it's time to take a look at what's working (and what's not). In doing so we discovered two hidden AI plays that no one's talking about. Before discussing those two stealth AI infrastructure stocks, we cover our big profits in Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), and Applied Digital (APLD). Next we tell you what to disregard for the rest of the year and what to watch to determine where stocks are headed next - spoiler alert: effects of tariffs beat out inflation and war. 

Don't miss our final segments on China and a timely warning on Google!

AI Stocks Covered: AliBaba (BABA), Baidu (BIDU), Western Digital (WDC), Seagate (STX), Coreweave (CRWV), Circle (CRCL), Nebius (NBIS), Applied Digital (APLD), Tesla (TSLA), Google (GOOG), and several more