Sell This, Buy That: Navigating the Age of Chaos

My 16-year-old showed me something that changed how I see the AI boom. We were scrolling through tech videos together when I noticed something strange. The company I've been telling everyone to replace Nvidia (NVDA) with was everywhere in these TikTok videos. It was never mentioned by name as far as I heard, but its technology was front and center in all the "crazy thin screens" and "foldable TVs" and "viral drop tests". Even stranger? It's 174 years old and pays a quarterly dividend. While everyone's fixated on Nvidia's chips, they're missing what makes those chips actually work. The way they communicate is through optical fiber cables. New AI data centers need 10 times more cables than regular data centers. Think about this: We're talking about enough fiber to circle the globe eight times in a single facility. The company behind this technology? They're not just keeping up with demand. The company's CEO recently said its production of AI fiber is tripling every month. Every. Single. Month. In fact, 80% of the optical fiber AI cable this company makes over the next five years is already spoken for. While Nvidia used to keep 78 cents of profit on every dollar of sales. Now the number is down to 71 cents and it's falling fast. Meanwhile, Amazon, Google, and Meta, some of Nvidia's biggest customers, are all building their own AI chips that could cut Nvidia out completely. But nobody's trying to manufacture their own optical fiber. AI hyberscalers are all fighting to get more cables from this company, not replace them. Over the past 12 months, its share price growth is twice as much as NVIDIA's, yet most investors have never heard of it. With hyperscalers set to earmark as much as $3 trillion (!!!) to spend on data center buildout, this company is likely going to encounter almost incomprehensible demand. The company I'm talking about invented optical fibers 50 years ago. And it's manufacturing most of it right here in the United States, in North Carolina and Arizona. By the end of this year, it'll also have built a nearly $1 billion per factory in Saginaw County, Michigan, which means no tariffs, no trade wars, no supply chain disruptions. I've put the name, ticker, and full analysis in a report called "Optical Fiber Fortune: The 10x AI Infrastructure Play Wall Street Is Missing." To access this report, normally you'd have to pay $499 for an annual subscription to my research service. But today, I'm dropping this price by 80% so you'll pay just $49 for six months of Fry's Investment Report. You'll also get: The $24 trillion rise of robotics with three buy recommendations and one sell. Race to AGI with three more buys and one sell. Energy Swansong with the names and tickers of my favorite legacy energy plays Plus my "Insider Exodus" report revealing five stocks C-suite execs can't dump fast enough. You can receive a full refund on your order in the next 90 days. No questions asked. The infrastructure powering AI's future is being built right now. And as a beautiful cherry on top, this company has a really nice dividend that has been consistently hiking for the past 13 years. Get all the details on what's primed to be the best technology stock of 2026 right here. Best, Eric Fry