I just got back to New Zealand after an intense week in NYC with the All Star Charts team.
Every few months, we bring together our exclusive Portfolio Accelerator members for a high-level mastermind which involves three days of networking, deep discussions, and live market insights from some of the sharpest traders, analysts, and fund managers in the world.
Here's the group this week:
The core of these events is the roundtable discussions. No fluff. Just raw, unfiltered conversations about the markets, positioning, and where the real opportunities are. Every time I leave, I have an edge—insights that actually make money.
One of the biggest takeaways from this event? AI isn’t a bubble, it’s just getting started.
One of my favorite sessions was with Dan Ives, Managing Director and Global Head of Technology Research at Wedbush Securities. If you follow financial news, you know he’s one of the most dialed-in voices on tech.
You’ve seen the headlines about AI.
You’ve watched the hype around Nvidia, but if you don’t have access to the right people, it’s hard to separate narrative from reality.
Dan broke it down:
We’re still in the early innings. Most investors think the AI trade is overcrowded, but there's still plenty of room to run higher.
It’s bigger than just Nvidia. The real opportunities aren’t just in chips but in software, infrastructure, and the ecosystem being built around AI.
Wall Street is underestimating growth. AI adoption is accelerating, and projections don't know how to keep up.
The takeaway? The AI trade isn’t over. The best opportunities arestill ahead, but only if you know where to look.
This is why I fly halfway across the world for these meetings. The insight you get from sitting across from the best in the business isn’t something you’ll find in a CNBC headline.
And if you think markets are efficient, I can tell you firsthand they aren’t. The people who show up to events like this walk away with the edge that others don’t have.
If you’re not tapping into the right networks, you’re playing this game blind.
The Portfolio Accelerator is an invite-only group where serious traders and investors connect, share insights, and gain access to internal analyst meetings, exclusive events, and a powerful network of market professionals.
