I Know First
Weekly Newsletter | June 28th, 2026

• Read Here: I Know First AI-Powered Portfolio: +6.01% vs S&P 500 -2.16% (May 27–Jun 24, 2026)
• Register Here: [LIVE Webinar] Top Stocks for July 2026 & H2 Market Outlook

Need To Know First!

• Home Builders Stocks Based on AI: Returns up to 17.48% in 3 Days
• Best Stocks to Buy Based on AI: Returns up to 25.58% in 7 Days
• Top Biotech Stocks Based on AI: Returns up to 33.3% in 14 Days
• Quantitative Trading Based on AI: Returns up to 46.33% in 1 Month
• Russell 2000 Stocks Based on AI: Returns up to 796.26% in 3 Months
• Quantitative Trading Based on AI: Returns up to 848.76% in 1 Year
• Eli Lilly and Company (LLY) is up +49.34% since October 19, 2025, driven by over 40% revenue growth led by GLP-1 therapies Mounjaro and Zepbound, with cardiometabolic drugs accounting for nearly three-quarters of total revenue. The algorithm identified Eli Lilly's structural growth trajectory well ahead of the broader market consensus on GLP-1 demand durability.

• Lam Research Corporation (LRCX) is up +289.45% since June 29, 2025, reflecting the company's position as a leading global provider of wafer fabrication equipment and services to the semiconductor industry, powering the chip revolution one layer at a time. Sustained demand from advanced node transitions and AI-driven chip capacity expansion has driven exceptional performance since the algorithm's signal.

• Advanced Micro Devices, Inc. (AMD) is up +267.57% since June 29, 2025, driven by its fabless model designing high-performance Ryzen processors and Instinct accelerators for AI-driven data centre workloads, leveraging TSMC's advanced 2nm technology. AMD is positioned to capture a significant share of the $500 billion data centre AI accelerator market by 2028, with the algorithm maintaining conviction across multiple forecast cycles.

Weekly Winning Forecasts

AI Portfolio Beats the Market Again: +6.01% vs S&P 500 -2.16% (May 27 - Jun 24)

The I Know First AI Portfolio continued its outperformance, gaining +6.01% from May 27 to June 24, 2026 versus the S&P 500's -2.16% over the same period. Since inception in April 2025, the portfolio has returned +44.89% versus the S&P 500's +29.68% - a premium of +15.21 percentage points. The portfolio holds 10 equally weighted positions, rebalanced every 28 days using the algorithm's signals. No leverage, no options, no short positions. A live, documented track record - not a backtest.

• Monthly performance: +6.01% vs S&P 500 -2.16% (May 27 - Jun 24)
• Since inception (April 2025): +44.89% vs S&P 500 +29.68%
• Next rebalancing: Tuesday, July 22, 2026

[LIVE Webinar] Top Stocks for July 2026 & H2 Market Outlook - Wednesday, July 1st, 11:00 AM ET

I Know First is hosting a live Artificial Intelligence forecasting webinar on Wednesday, July 1, 2026, at 11:00 AM ET. Yaron Golgher and Ben Rubin will walk through the algorithm's live output covering July stock picks, H2 market outlook, and a neural network deep dive on MRVL, AMD & NVDA. Live Q&A included. Registration is free.

• July Stocks - the algorithm's top picks for July 2026 and the neural network signals driving them
• H2 Market Outlook - where the AI algorithm sees the strongest opportunities in the second half of the year
• Tickers Deep Dive - live neural network signal analysis for MRVL, AMD & NVDA across multiple time horizons
• Live Q&A with the I Know First research team

UBER Stock Forecast: Profitable at Scale, Still Undervalued

Uber has transformed from a cash-burning startup into a profitable global platform connecting riders, diners, and shippers at scale. Operating margins expanded from -22% in 2021 to 10.7% in 2025, while the debt-to-equity ratio fell from 132% to 42.7% over the same period. The I Know First AI algorithm currently shows a high bullish signal on the one-year market trend forecast, with DCF analysis suggesting intrinsic value near $119 versus a current price around $74.

• Operating margin: -22% (2021) to +10.7% (2025)
• DCF intrinsic value: ~$119 vs. current price ~$74 - potential 60% upside
• 86.9% of analysts rate Buy; consensus target $104.62
• I Know First algorithm: high bullish signal across 1-year forecast horizon

Medical Stock Predictions Based on Deep Learning: Returns up to 25.33% in 1 Month

The I Know First algorithm issued a 30-day forecast for 10 medical stocks on May 28, 2026. By month's end the portfolio delivered an average return of +11.01% while the S&P 500 declined -2.21% - a market premium of +13.22 percentage points. Top performer HUM (Humana) returned +25.33%. The algorithm achieved 100% directional accuracy across all 10 positions.

• Portfolio average: +11.01% vs S&P 500 -2.21% (May 28 - Jun 28, 2026)
• Top performer: HUM (Humana) +25.33%
• Directional accuracy: 10 out of 10

Russell 2000 Stock Predictions Based on Pattern Recognition: Returns up to 796.26% in 3 Months

The I Know First algorithm issued a 90-day forecast for 10 Russell 2000 stocks on March 27, 2026. By the end of the period, the portfolio averaged +100.25% while the S&P 500 returned +13.54% - a market premium of +86.71 percentage points. Top performer LESL (Leslie's Inc.) delivered +796.26%. The algorithm achieved 100% directional accuracy across all 10 positions.

• Portfolio average: +100.25% vs S&P 500 +13.54% (Mar 27 - Jun 25, 2026)
• Top performer: LESL (Leslie's Inc.) +796.26%
• Directional accuracy: 10 out of 10

• AI Identifies High Implied Volatility Opportunities: Returns up to 136.12% in 90 Days: Read Here:
• AI Stock Predictions: How the Combined Long/Short Strategy Returned +739% Since 2020: Read Here:

CEO Weekly Letter

Dear clients,

The S&P 500 has been under pressure - down over 2% in the past month as markets navigate an uncertain Q2 close. Choppy, frustrating for most investors.

Our algorithm was not most investors.

While the broader market slipped, our Medical Stocks package returned +11.01% on average - in a month when the S&P 500 fell 2.21%. Humana (HUM) led with +25.33%. And on Friday, Eli Lilly (LLY) surged +7% in a single session after receiving European regulatory approval for its Jaypirca treatment - a catalyst the algorithm had already positioned for. Ten out of ten predictions correct.

796.26%. That is the return LESL delivered inside our Russell 2000 package over three months. The full portfolio of 10 positions averaged 100.25% - against the S&P 500's 13.54% over the same period. An 86.71% premium. And the algorithm called the direction correctly on every single one of the 10 trades.

That number isn't a one-off. It's a pattern.

This week, the data kept coming.

In three days, HOV climbed +17.48% in our Home Builders package - while the index was negative. BRBR returned +25.58% in seven days in our Best Stocks to Buy package.

In the 14-day Biotech forecast, VKTX gained +33.3%.

MRVL returned +46.33% in a single month in our Quantitative Trading package. MU, flagged a year ago, is up +848.76% in our Big Data package.

The AI Monthly Portfolio just had its latest rebalance.

On June 24, we refreshed the 10-stock portfolio for Period 17 (June 24 - July 22, 2026). Since the portfolio launched in April 2025, it has returned +44.89% - versus +29.68% for the S&P 500 over the same period. That is +15.21% of outperformance across 16 completed periods.

In Period 16 alone (May 27 - June 24), the portfolio returned +6.01% while the S&P 500 fell -2.16% - an +8.16% single-period premium.

You can track the full performance history here: I Know First AI Portfolio

This Wednesday, July 1 at 11:00 AM Eastern - join us live.

I'll be presenting alongside Ben Rubin for our July 2026 AI Forecasting Webinar. We'll cover:

• The algorithm's top stock picks for July
• Q3 2026 sector rotation analysis - where the signals are pointing now
• A deep-dive on MRVL, AMD, and NVDA
• Live Q&A with the research team

I Know First
Most Popular Package Of The Week

Weekly Apple Stock Update

Apple is accelerating plans for its next-generation A22 Pro chip, expected to debut in spring 2027, with memory cost management emerging as a key engineering focus. The company is evaluating advanced memory configurations to balance performance gains with supply chain cost pressures, as Apple continues to differentiate its silicon roadmap across the iPhone and iPad product lines. Analysts note that Apple's in-house chip development remains a core competitive moat, with each generation delivering significant performance-per-watt improvements over third-party alternatives.

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