The Last (Easy) Wealth Opportunity in 2026

Folks, I believe we are heading for one of the biggest stock market meltups in history. However, before this happens, there are going to be several shakeouts that destroy the unprepared. Now, over the last years, we've had a lot of easy opportunities. The COVID dip, the tariff dip, the Iran conflict dip, and a billion mini dips. Quite frankly, you didn't even need a dip. If you bought at any point in the last years, you're doing well. And naturally, after the massive performance that we've all seen over the last few years, a lot of people are probably thinking, you know what? However, I actually believe that is wrong. I believe the best is yet to come. In today's video, I'm going to break down the three coming dates that I believe have a high likelihood of causing stocks to temporarily dump and allow for generational entries. How to exploit, we're going to be talking about that. And then the 10 straightforward reasons why I believe an aggressive meltup will hit the stock market over the next 6 to 12 months. The stock market is a transfer of wealth from the unprepared to the prepared. So we want to make sure that you're in the prepared category. And then finally, at the end of the video, we're going to move on to our sponsored segment. And then it's going to be time for our sponsored segment on MindWalk Holdings. Sticker symbol HYFT on the NASDAQ. This is a bio-native AI company that just put up its third straight quarter of year over year revenue growth, doubled US revenue and signed its first ever recurring enterprise contract. It's trading at less than a fourth of the market cap of its closest publicly traded peer in the antibody discovery space. I'll break down why you may want to begin your due diligence on the stock and put it on your radar. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, let's start with predictions. So I believe there are three specific headwinds that are going to hit markets over the coming months. And the first one, A, is the Federal Reserve and its inflation battle. The biggest threat to the current stock market is the Federal Reserve and their policies. The more the government's already curved data shows that inflation is breaking through, well, the more markets are going to freak out thinking the Fed will have to step in and raise rates. We just had a hot jobs report last week and oof, did you see that sell off? Now, inflation is a real issue. And in normal times, this could derail the market for many, many years. However, because of the structure of today's economy and really the US debt situation, the Fed can't afford to keep rates high for long. Instead, the Fed will use mean words, maybe small hairline increases, and markets will panic each time. These panics will ultimately get bought up very quickly, though, because markets know that the Fed is in a corner. The central bank will not make an aggressive, serious attempt at destroying inflation. And any small attempts it does will be short term. If the central bank wanted to raise rates enough to genuinely fight inflation, like they did in the 1970s, for example, well, in that situation, the country's interest payments that are already the biggest budget line item would be multiplied around eight plus times, and the tax base of the US government would be obliterated. Income taxes, corporate taxes, capital gain taxes would be evaporated overnight. All of the main revenue sources for the US government would go down dramatically at the same time that the overall expenses would balloon. If that happened, the Fed would have to step in anyways and inject trillions of dollars COVID style. On top of that, the fact that the AI buildout is such a large part of the economy now and is utilizing a high amount of debt means that keeping debt markets liquid is incredibly important. If they freeze for whatever reason, that would destroy the US's head start in the AI race. It will destroy the economy and getting out of that catastrophe would be far more expensive than just avoiding it in the first place. The central bank and the federal government since 2008 really have learned that they would rather fly in tons and tons of money before the crisis starts versus afterwards. And so ultimately, when push comes to shove, inflation will be allowed. And the only way to protect yourself is by buying good assets. Nonetheless, though, of course, when the Fed exercises its soft power, when it does these hairline increases, when it tries to freak out markets into thinking that it's going to refight the inflation battle, all these things can cause enough of a move to cause a margin call or an overall correction in the stock market. So you have to be aware of these potential dates. 10th tomorrow is the May inflation report. I think that one, if that comes in hot, obviously markets are going to be freaked out. June 16th to the 17th is Warsh's first Fed meeting as chair with some fresh projections. Warsh actually has built a long-term career of being a hawk, being a hawk on inflation. I think that Trump probably picked him because of that. I think that's exactly what Trump wanted. Somebody who is willing to cut rates long-term while at the same time is willing to yield his soft power to talk down the bond markets. Trump wants to bring down the long-term inflation expectations without actually raising rates. Warsh is the perfect man to do it. I would say June 16th to 17th, that's going to be the biggest ground zero for a Warsh-induced drop in the market. And then you have the July 28th, September 15th, October 27th, December 8th meetings. These are the rest of the Fed meetings for the year. And then late August, you have the Jackson Hole conference. This is going to be Warsh's first big speech as chair. And then of course, every month you're going to have an inflation report in between. The next inflation report again is tomorrow. So be aware. Okay, be chip and post IPO rotation. So the whole market right now is basically one giant bet on AI and the chip stocks have been getting the biggest allocations. You're Nvidia, Broadcom, Micron, Marvel, and the whole group. Now, one thing you'll find cycle after cycle is that the leading trade in a bull market always rotates out of style at some point. When a trade becomes late cycle, well, things start getting real twitchy. You saw it with Broadcom. They put up record revenue, AI revenue up 143%, massive beat on earnings. And the stock still dropped double digits. That's an early sign that that trade has become way too crowded. It means that people are starting to wake up to the fact that the easy money has been made and markets are itching for a reason to take profits and rotate into some other area of the market. We love chip stocks, but eventually the massive chip runners are going to stall and then correct. And you're going to see a rotation into undervalued areas of the AI trade like software and small caps and the rest of the stock market overall will start getting more and more flows. The stock market right now is very, very concentrated. You will eventually get a rotation that broadens things out, if not to the entire stock market, then at least to the rest of the AI trade. And I believe this is going to be directly connected to the IPO wave. SpaceX goes public this Friday, June 12th, biggest IPO ever around a $1.75 trillion valuation. And right behind it, you've got the two crown jewels of AI, which just filed and are targeting October, OpenAI and Anthropic. When you have all these new companies coming onto the market, it means that capital is going to flow out of previous momentum stocks. When SpaceX gets added to the NASDAQ 100, well, every index fund that tracks it is forced to buy SpaceX. And to fund that, they automatically trim everything else in the index, including disproportionately magnificent seven stocks that make up most of the indexes. And you multiply that by all of these different IPOs that are coming. Potential dates to know here, June 12th, of course, Friday, the SpaceX IPO, late June into early July, the SpaceX index inclusion forces the rebalancing, and specifically the NASDAQ 100. Late July, big tech earnings and their AI spending guidance. August 26th, NVIDIA earnings, the big one. September, OpenAI's reported IPO window. And October, Anthropic's IPO window, plus the next round of big tech earnings shortly after that. So these are potential dates to see that rotation out of the crowded trade happen. I actually think that OpenAI and Anthropic's IPOs are going to be a net positive for software specifically, and could cause some of the rotation into the overall software sector because they're going to show massive comps for software AI. And people are going to be looking at their numbers, and then they're going to be looking at numbers of ServiceNow, Salesforce, and so on and so forth. And they're going to be like, geez, these stocks are really, really cheap. And then you're going to get a beautiful re-rating there. So again, I think this is all going to result in a broadening out of the bull market. Some panic selling, people freaking out about the bubble popping. But overall, a broadening out. You're going to see a rotation out of these chip names. And then lastly, the midterm lull. We're in a midterm election year, which means Americans are heading to the polls on November 3rd. But historically, the second year of a president's term has been the weakest stretch for the stock market. That's held up across decades. Why? Well, because markets hate uncertainty, and an election is a giant question mark. Nobody knows who's going to control Congress or what that means for policy priorities. So during the season, the big money just likes to sit it out. Potential dates to know, September 30th, government funding deadline, shutdown risk, all the drama around that. November 3rd, midterm elections. And the soft stretch usually tends to be roughly September into early November. And a lot of times, I hate to say it, but people will just sell before the September because they're worried about what's going to happen. So oftentimes, even at the far end of the summer, you can get some big pulling back. So there you have it, the three different headwinds that are heading towards markets. Number one, the Fed inflation battle. Number two, the rotation out of the chip names and the IPO rotation. And then lastly, the midterms. Now, if my predictions come true, each of these are going to cause their own version of a sell-off. And at each point, the financial media will beg you to sell everything that you've ever had, especially once we hit lows. And they're going to say you need to sell. And the reason is because this is proof that the AI bubble is crashing. Sell out of productive assets, put it into dollars. This might protect you temporarily depending on when you sell, but long-term, it's going to destroy you. Now, that said, let's be practical for a second. When does it make sense to sell positions? If you're looking at these headwinds and you think even one is going to hit and it's going to be bad, well, does it make sense to sell just to prepare for this? Well, it really depends on the individual, what you're holding and what your overall goals are. But let me put it this way. If there is a stock that's run up hundreds of percentage points and you think that it's factored in too many years of growth, then you got to start asking some serious questions. Four questions is, is this stock a true long-term compounder? Has it already priced in too many years of growth? Is it now smarter to rotate that capital into a clearly undervalued name? Would I be comfortable holding it through a rough bear market? And finally, what capital gains would I owe? And is that money better left untaxed so it could keep compounding? These are the questions that you want to ask yourself. Okay, now it's time for the fun part. 10 reasons why I believe the stock market is heading for a melt up over the next six months, 12 months, and 18 months. Reason number one, trillions of dollars are still sitting on the sidelines. This is a fact. One of the biggest reasons the market is heading for a melt up is there's a massive amount of cash still sitting in money market funds and short-term savings vehicles. Higher interest rates gave investors a comfortable place to park money and earn a 4% to 5% return with very, very little risk. So you have a lot of funds holding crazy amounts of cash, just parked there. And all of a sudden, once the Fed signals and really wants expectations show that the Fed is going to start cutting again, well, all of a sudden, they're incentivized to start putting that back into the economy and really putting it into the stock market. Reason number two, AI is starting to become a real business story. So far, most of the AI excitement has been driven by what investors think could happen in the future. The next phase is when companies start showing real results. Now, we've all seen a million different videos of people complaining about AI and how their companies are wasting money on AI and they're not actually using anything and they're rehiring people because they don't know how to use AI. Lots of companies are going to waste lots of money poorly implementing AI, no doubt about it. However, that's not going to be the majority case long-term. Many businesses are already finding ways to automate tasks, improve customer service, speed up software development, and make employees way more productive if those benefits continue spreading across the economy while corporate profits could grow much faster than analysts currently expect. Reason number three, the Fed is likely going to get its desired outcome. One of the biggest surprises of this cycle is that inflation has fallen since 2022 without the economic collapse that many economists had predicted. There's two reasons for this. Number one is because of a different type of economy that we're in called the K-shape. And then number two is because they've been curving the inflation data for many, many years. And that curve is allowing for a lot more inflation to take place throughout the economy without actually pushing the number up. More growth is being driven by corporate investment and wealthier consumers while everyday households have less influence on overall demand than in prior cycles. That's obviously a troubling trend from a societal standpoint, but from the Fed's perspective, it means inflation can cool without requiring a massive rise in unemployment or a sharp drop in corporate profits. Reason number four, companies are a lot leaner than they were years ago. The inflation shock and the interest rate hiking cycle of 2022 forced companies to get serious about costs. Businesses cut expenses, streamlined operations. Streamlined operations reduced hiring and focused more on profitability. Those changes may not have been exciting at the time, but they could pay off very big moving forward. Now that many companies have become more efficient, even modest revenue growth can translate into much faster profit growth. Investors often focus on the economy as a whole, but many businesses are entering this period stronger, leaner, and more profitable than they were before the inflation spike. Reason number five, and I can't stress this one enough, there is still so much skepticism in this market. I would say that the vast majority of people, probably even watching this video, are very skeptical of the market. That's actually a good sign. One thing that's missing from today's market is the kind of extreme optimism that usually shows up near major tops. Despite years of gains, many investors remain extremely cautious. Plenty of people are still waiting for a crash, convinced valuations are too high, or holding large cash positions because they don't trust the rally. Ironically, that's actually bullish. Every investor sitting on the sidelines is a potential future buyer. Some of the strongest market advances in history happened when skeptics slowly gave up and started putting money to work. The less people believe in the rally today, the more fuel there is to be added tomorrow. Reason number six, governments are all in on AI. Unlike previous tech booms, AI isn't just being supported by private investors, it's increasingly being supported by governments around the world. You see, governments view AI as a strategic technology that will influence economic growth, military capabilities, scientific advancement, and global competitiveness. As a result, policymakers have powerful incentives to accelerate AI development rather than slow it down. Of course, it doesn't hurt that a lot of these politicians are also invested in AI and benefit from AI either. We're already seeing massive investments in data centers, semiconducting, manufacturing, energy infrastructure, and AI research, specifically from governments. Governments are offering subsidies, tax incentives, grants, and favorable policies to ensure their countries remain competitive in the AI race. Reason number seven, big investors may be forced to buy. A lot of institutional investors are still more cautious than people realize, and that's fine when markets are choppy, but it becomes a problem when stocks keep going up month after month and the dollar starts getting ripped of its purchasing power. Once rates do start going back down, it's going to be very, very difficult for anybody to rationalize to their clients why they're holding all this cash on their balance sheet. Pension funds, wealth managers, and hedge funds all have clients watching their performance. If they're sitting on too much cash while the market keeps making new highs and the dollar keeps making new lows, well, eventually they may have no choice but to increase their stock exposure. And to melt up, some of the biggest buyers aren't buying because they're excited, they're buying because they can't afford to keep missing the rally. If you're a fund manager, would you rather risk your client's money in a melt-up or would you rather just not invest it and watch the melt-up happen and then your client calls you and you have a big redemption? Well, most fund managers would do the first before they did the second. Reason number eight, I think that AI is going to create a massive earnings boom. Touched on this in an earlier reason, but look, if companies can write code faster, answer customer questions more efficiently, automate repetitive work, and get more done with the same number of employees, well, profits could rise much faster than expected. That's exactly what happened during previous technology revolutions. If AI ends up being as useful as many people believe, Wall Street may be underestimating just how much earnings can grow over the next several years. Reason number nine, index funds keep buying no matter what. One of the biggest changes in modern markets is the rise of index funds and ETFs. Every paycheck that gets invested through a 401k, every automatic contribution, and every retirement account deposit creates more demand for stocks. Unlike traditional investors, these funds aren't trying to decide whether stocks are cheap or expensive, they just keep buying. Over time, that creates a steady stream of money flowing into the market, and even during strong bull markets, it can help push prices higher for much longer than people expect. Finally, reason number 10, FOMO is a lot stronger than people expect. If stocks keep climbing, people who have been waiting for a correction for years and years just start getting frustrated. They watch friends make money, they see headlines about new highs, they look at the cash sitting in their accounts earning very little. Eventually, many decide they can't wait any longer, and that's how melt-ups ultimately happen. Usually once that FOMO finally happens, that's when you're at the top. There's definitely been some FOMO in certain areas of the market, like the chip sector and so forth, but overall, you haven't seen that yet. In fact, most of the market's gains have just happened in a small subset of companies. So anyways, we'll see if my predictions come true. Let us know your thoughts down below, but I think there's a lot to look forward to for the prepared. For the people that get scared really easily, probably not going to be a fun time, but for people that are prepared and want to exploit, oof, is this going to be a fun time? And now it's time for our sponsored segment on MindWalk holding sticker symbol HYFT on the NASDAQ. This is a bio-native AI company that just put up its third straight quarter of year-over-year revenue growth, doubled US revenue, and signed its first ever recurrent enterprise contract on its core AI platform. I'll break down why you may want to do your due diligence on this and put it on your radar. Okay, so MindWalk is using artificial intelligence to discover new drugs, but to understand why their approach matters, you have to understand how drug discovery normally works and how broken it is. So here's the problem. Developing a new drug And the failure rate is brutal. Something like 9 out of 10 drug candidates that enter clinical trials never make it to market. The reason is that biology is incredibly complicated and the tools scientists have used for the last 30 years are mostly built around matching DNA sequences. You take a target, say a virus, you look at its genetic code and you try to design something that fits. The trouble is biology doesn't really care about DNA sequences. Two molecules can have totally different genetic codes and do basically the same thing in the body. And the same virus can mutate its DNA constantly while still functioning identically. Sequence matching tools miss all of this. So what MindWalk built is an AI that looks at biology completely differently. Instead of matching DNA sequences, their technology called HYFT looks at the functional fingerprint of a molecule. The shape, the behavior, the underlying biophysics, the stuff that actually determines whether a drug works. Their AI can spot patterns across thousands of different molecules, even when the genetics look nothing alike. On top of HYFT, MindWalk built a software platform called Lens AI that pharma companies log into and use to do their drug discovery work. Finding targets, designing molecules, evaluating candidates. And underneath all of that, they run an actual laboratory where they test what the AI suggests. AI generates ideas. The lab confirms them. Results feed back into the AI. It's a closed loop and that's why they call themselves a bionative AI company. The AI and the biology aren't separate. They're built into each other. Now, in terms of some context on MindWalk's valuation, there's another publicly traded company in this exact space It's called OmniAB, ticker symbol O-A-B-I on the NASDAQ. And they do something very similar. They license antibody discovery technology to pharma companies and they have their own AI tools layered on top. OmniAB is the more established name. They have over 40 pharma partners, a long track record, and they're held by some genuinely sophisticated biotech hedge funds, White Fork Capital, Cadian Capital, Woodline Partners, alongside the usual giants like BlackRock and Vanguard. And in late 2025, they signed a major deal with a new company backed by Viking Global Investors, which is a hedge fund that manages over $55 billion. So real institutional money is flowing into this corner of the market. Here's the punchline though. OmniAB's market cap is roughly $347 million as of today. And MindWalk's, well, it's at about $77.54 million as of today. That's less than one fourth the size. Same general business model, same end market, same institutional thesis behind it all. The difference is that OmniAB is the incumbent and MindWalk is the challenger. OmniAB has the headstart here. MindWalk has a smaller valuation and arguably a potentially more modern technology, AI built into platform from day one instead of bolted on after the fact. Whether the gap closes is the question everybody in the space is trying to answer. Worth understanding both companies though if you're looking and analyzing and doing your own due diligence. Now let's talk about the risks because this is a super small cap and super small caps are very volatile. They have a lot of risk. A lot of them fail. Probably most of them fail and dilution can happen at any point. MindWalk is not profitable yet. The pipeline projects are still early stage. Lab results don't always translate to real human results. Most early stage drug candidates fail and so make sure to consider all of this when you're doing your own due diligence and researching for yourself reading through all the SEC filings. I'll put the link to their investor relations page down below so you can do all this due diligence. Anyways, have a great rest of your day. We'll see you next time.