The one AI stock Jeff Brown would own

If I had to put everything in one AI stock,
this is the one I’d pick.

Jeff Brown is the former tech executive who picked Nvidia in 2016, before its run of more than 37,000%. He’s now recommending an AI stock about the size Nvidia was 10 years ago.

Dear Reader, if you told me I could own only one AI stock, this is it.

This little-known company has already signed multi-billion-dollar deals with OpenAI, Amazon, Microsoft, IBM and AMD.

Demand for its patented technology is so strong that it’s sold out into 2027, and Wall Street projects sales will triple that year.

I call it Elon Musk’s One Stock Retirement Plan, because I believe two recent moves by Musk will create huge demand for this company’s technology.

I’d want to own shares before the company’s next announcement.

Jeff Brown, Founder, Brownstone Research

See Jeff Brown’s one AI stock >>

Brownstone Research · Research briefing

THE WEEK IN BRIEF

Guidance ran the tape last week. QQQ lost 2.0% and SPY 0.6% on the week, while small caps held on (IWM +1.3%), and the Nasdaq ended Friday at a three-month low, more than 8% under its Oct 6 closing high (Reuters).

1 · INTC −24.4% wk · $86.96 to $65.76 at Friday’s close. Friday alone was −28.6% after a fourth-quarter guide of $15 billion to $16 billion and 25 cents a share against $17.1 billion and 43 cents expected.

2 · SOXX −1.4% wk · 478.20 to 471.51. The chip fund was up 9.1% by Wednesday’s close, then Friday’s 8.2% drop took back the whole run.

3 · XLE +1.0% wk · 69.33 to 70.02. Exxon rose 2.2% Friday to $187.25 after beating on profit and laying out a $20 billion buyback plan for 2027 (CNBC, Reuters).

HEADLINE OF THE WEEK

A beat is no longer enough. AI names that spend more than they bring in got repriced in two days.

CNBC, Reuters · Oct 29–30, 2026

Alphabet fell 12.6% Thursday, its worst day ever and about $500 billion of market value, after reporting it spent $9.07 billion more than it brought in. Intel beat its quarter (52 cents vs 40 cents expected) and still lost 28.6% Friday on the guide. AMD dropped 10.9% and Nvidia 4.2% the same day. Gold gave no cover either: GLD fell 3.0% on the week.

Who’s exposed: Monday and Tuesday’s AI reports. Palantir fell 6.3% Friday into its Monday print, and AMD reports Tuesday with Friday’s loss still on the board.

Next: Monday: ISM manufacturing at 10:00 AM ET, then Apple and Palantir after the close (calls 5:00 PM ET). Tuesday: Election Day, JOLTS at 10:00 AM ET, AMD after the close. Friday: October jobs report at 8:30 AM ET.

Wrong if: AMD guides above estimates Tuesday and SOXX gets back above Thursday’s 513.86 close by Wednesday. That would point to an Intel-specific miss.

Matt McCall called Nvidia at $6. Now he names his top pick in Jensen Huang’s next AI wave (From Oxford Club)

HANDPICKED FOR YOU

Market Signal Report
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Signal over noise. Intel near $66 at Friday’s close, and Palantir reports Monday after the close.