Editor’s Note: We’re delighted to bring you the latest stock pick from our colleague, Wall Street legend Marc Chaikin. You may recognize Chaikin’s name from frequent appearances on CNBC, Bloomberg or Fox Business. His client list has included billionaires such as Paul Tudor Jones, Steve Cohen, and George Soros. His Power Gauge system flashed bullish on Nvidia right before it rose 50,001%. And it just flashed bullish on another off-the-radar AI stock poised to trigger a $248 trillion “White Swan” event as soon as Sept. 29. See below for Marc’s research and free recommendation.
Dear Reader,
I’ve uncovered the single best AI stock in the world.
And it could explode in value on or before Sept. 29.
That’s the date I anticipate a major announcement.
It relates to a brand-new technology this company just launched.
A technology so powerful…
It could speed up AI breakthroughs 360 times over.
Breakthroughs in medicine, energy, quantum computing and AI itself…
Breakthroughs that were five years away…
Could come in just FIVE DAYS once this technology launches.
I’m talking about something I call AI “micro clusters.”
These are clusters of AI compute that will soon replace the massive data centers blotting the American landscape right now.
Micro cluster technology uses 99% less energy than data centers.
It takes up 99% less real estate.
Yet it’s more than 1 trillion times more powerful than today’s data centers.
Micro clusters are about to trigger this $248 trillion AI “White Swan” event.
Those who understand what’s coming could get very rich.
Those who ignore what’s coming could see their AI portfolios wiped out.
The good news?
One company has engineered the special chips that will power this breakthrough.
The U.S. government is pouring billions into this company’s account ahead of the launch.
And when this story breaks into the mainstream…
I believe billions, even trillions more dollars will flow into this stock.
→ It’s not Nvidia.
→ It’s not Apple.
→ It’s not SpaceX.
It’s an off-the-radar AI play that could explode on or before Sept. 29.
The time to get in is right now.
So, I created this urgent presentation detailing the whole opportunity.
I explain the technology.
I take you “inside” the secretive lab where it’s being finalized.
And I even give you the name and ticker of the company behind the coming technology revolution.
Fair warning: This presentation contains time-sensitive information.
I may have to take it offline as soon as 12 midnight, tonight.
Good investing,
Marc Chaikin
Founder, Chaikin Analytics
P.S. The company I name in this presentation represents the future of AI. Its new technology is about to replace AI data centers when it comes to major AI breakthroughs. And it will, I predict, trigger a $248 TRILLION reboot of the AI markets… and one of the biggest moneymaking opportunities we’ll ever see… about 50 times bigger than the whole AI boom to date, in fact. Go here for full details, including the company’s name and ticker. And if interested, I urge you to get in on or before Sept. 29, when this company presents its latest findings at a major tech conference in Europe.
Ryan Cohen Paid 13% More for GME Than He Did 11 Days Ago
Ryan Cohen does not use pre-scheduled trading plans. That detail, in a Form 4 filed Monday night, is the first thing serious GME traders should read.
A Form 4 filed with the SEC shows Cohen bought 1,150,680 shares of GameStop Class A common stock at a weighted average price of $22.9375, with trades filling between $22.76 and $23.02, putting the day’s total at roughly $26.4 million. No Rule 10b5-1 designation appears on the filing, meaning Cohen did not execute the purchase through a pre-scheduled trading plan. That matters because discretionary open-market buys carry more informational weight than scheduled plan purchases. The CEO chose Monday, specifically, to pull the trigger.
The per-share cost on Monday represented a premium of about 12.6% compared with what Cohen paid just 11 days before. Cohen had purchased one million shares on September 10 at a weighted average price of about $20.38, and three GameStop directors, Lawrence Cheng, James Grube, and Alain Attal, also bought shares that same week. When a CEO chases his own stock higher and the board follows him in, that is a coordinated signal, not a coincidence.
The Balance Sheet Context
Cohen is buying into a company that is actively restructuring. GameStop announced in August that it agreed to exchange approximately $1.4 billion of its outstanding 0.00% convertible senior notes due 2030 and 2032 for a mix of shares of Class A common stock and cash, through privately negotiated agreements with existing noteholders. But this is not a “closing tomorrow” situation: in its September 8 earnings release, GameStop said it completed the privately negotiated exchanges on September 3, 2026. Cohen’s buy on Monday still looks deliberate, but it was not the session before the close.
In its most recent quarter, GameStop reported adjusted net income per share of $0.27, while net sales were $790.2 million, down about 18.7% from the same period a year ago. The quarter’s $160.2 million operating income was the highest second quarter operating income in the company’s history, and management raised its full-year adjusted EBITDA outlook to in excess of $650 million. For context, that compares to $345.4 million in fiscal year 2025. Revenue is shrinking; profitability is not.
The eBay Overhang
Earlier this year, GameStop made an unsolicited $56 billion bid to purchase eBay, a move that was later rejected by the online marketplace. eBay’s board called the proposal “neither credible nor attractive,” raising objections covering financing and other deal concerns. GameStop has not formally walked away.
Cohen voluntarily withdrew the proposed CEO performance award in June. The GameStop board approved his request to amend the company’s proxy statement to remove the proposed CEO performance award, with the company tying the move to keeping management fully focused on GameStop’s operating performance and the work needed for the proposed eBay transaction. Whether the eBay pursuit is a live deal or a credibility-building exercise, it has already produced one tangible outcome: it forced GameStop to prove it can generate the EBITDA needed to service major acquisition debt.
What Traders Watch Today
- The debt swap aftermath. In the original announcement, the number of shares to be issued depended partly on the volume-weighted average price of the stock over a 35 consecutive trading day period starting August 3, and GameStop said some or all of the participating noteholders may buy or sell shares in open market transactions or enter into derivative transactions to hedge their positions. Separately, GameStop later disclosed the exchange was amended to include cash consideration and then completed on September 3, 2026. Hedging and unwind activity can still create noise, but it is not tied to a September 23 close.
- The price level. GME shares traded higher in Tuesday premarket following disclosure of Cohen’s purchase. Shares are up about 25% over the past month, based on widely followed 1-month performance measures. A stock up that much in a month with a CEO buying above his last entry has momentum. It also has valuation risk: a specific “58% above intrinsic value” figure is not consistently supported, since GuruFocus and other services can show materially different percentages depending on date and method.
- The acquisition signal. Cohen controls 40,498,522 shares after Monday’s purchase. He is not a passive holder. Every open-market purchase at a higher price narrows the range of outcomes where this ends quietly.
The trade is simple to describe and hard to size. A CEO buying discretionary shares at roughly 13% above his last price, after the company completed a major debt restructuring earlier this month, in a company generating its highest second quarter operating income in its history, is a loud statement. Whether GME’s current valuation already prices in that statement is the only question that matters before Tuesday’s close.
