I Know First Weekly Newsletter
I Know First just launched a new Robotics package, the AI Portfolio extends its lead since inception, and our H1 2026 performance report is out.
I Know First

I Know First
Weekly Newsletter | July 12th, 2026


Good day, I Know First Universe!
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  • Read Here: Introducing The Robotics Package
  • Read Here: I Know First AI-Powered Portfolio: +48.82% vs S&P 500 +32.22%
Get Daily AI Forecasts: Top Stock Picks Delivered Every Morning
Join the AI Monthly Portfolio: +48.82% Since Inception vs S&P 500 +32.22%
H2 2026 Asset Forecast: AI Top Picks for July-December 2026

Need To Know First!

  • Stock Forecasting Based on Genetic Algorithms: Returns up to 17.45% in 3 Days
  • Buzz Package Forecast for the Most Popular Stocks Based on AI Algorithm: Returns up to 10.87% in 7 Days
  • Hack Cybersecurity Stocks Based on Artificial Intelligence: Returns up to 48.17% in 14 Days
  • Hack Cybersecurity Stocks Based on Big Data: Returns up to 49.05% in 1 Month
  • Russell 2000 Stocks Based on a Self-Learning Algorithm: Returns up to 471.88% in 3 Months
  • SOXX Stocks Based on AI-Powered Stock Forecasting Algorithm: Returns up to 701.13% in 1 Year
This Week's Article Picks: Return Since Pick Date
Meta Platforms (META)
   
+18.03%
Apple (AAPL)
   
+16.33%
Amazon.com (AMZN)
   
+22.09%
  • Meta Platforms Inc (META) is up 18.03% since June 12th, 2026, as the market shows growing optimism on Meta's AI investment payoff and advertising business momentum heading into the back half of the year.
 
  • Apple (AAPL) is up 16.33% since April 24th, 2026, with Apple remaining a fundamentally strong company on ecosystem advantages and dependable cash generation, though the stock's roughly 30x earnings multiple already reflects much of that strength, leaving limited near-term upside as rising memory costs and geopolitical risk offset AI-driven growth potential.
 
  • Amazon Inc (AMZN) is up 22.09% since March 29th, 2026, on resilient revenue growth, improving profitability, and strong positioning in structurally attractive markets such as cloud computing and digital advertising, with expanding margins in high-growth segments supporting long-term value creation.
Watch the July 2026 Webinar Replay: Top Stock Picks
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Weekly Winning Forecasts

3 Days
Top Pharma Stocks18.5% Return
Stock Forecasting17.45% Return
Cybersecurity Stocks: 7.71% Return
 
7 Days
Healthcare Stocks18.18% Return
Buzz Package Forecast10.87% Return
Top Technology Stock Picks: 13.86% Return
 
14 Days
Cybersecurity Stocks48.17% Return
Medical Stocks Forecast: 19.99% Return
IGV Stock Forecasts31.41% Return
1 Month
Cybersecurity Stocks: 49.05% Return
Russell 2000 Stocks: 44.34% Return
Consumer Staples68.9% Return
 
3 Months
Russell 2000 Stocks: 471.88% Return
Quantitative Trading135.84% Return
IGV Stocks96.06% Return
 
1 Year
SOXX Stocks: 701.13% Return
Tech Stocks: 743.82%  Return
Options Predictions259.17% Return
Crypto Currencies
7 Days: Up to 40.5% Returns
Get AI Stock Signals Delivered – Long & Short Opportunities
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Snippets From Our Top Blog Posts For The Week:
 

Building Around I Know First: Using AI Forecasting as the Heart of a Trading Process

An investment analyst breaks down how to build a full trading process around I Know First’s AI signals, combining the forecasts with technical analysis and automated tracking to identify opportunities before price moves show up on a chart.

  • Approach: Uses I Know First signals as the starting filter, then layers in technical analysis for entry and exit timing.
  • Automation: Tracks positions systematically rather than relying on manual monitoring.
  • Takeaway: The forecasts work best as one input in a repeatable process, not a standalone signal.
A practical look at putting the algorithm to work inside a real process.
Read More: 

Introducing The Robotics Package

I Know First has launched a dedicated Robotics package, covering 65 US-traded companies across industrial automation, humanoid robotics, semiconductors, and autonomous systems. The robotics sector is projected to grow from $76 billion in 2023 to $218 billion by 2030, and the new package gives subscribers a direct forecasting line into that buildout.

This is the same playbook I Know First is already running with quantum computing. Our Quantum Computing package, a 20-stock universe of long and short positions, has averaged a 73.56% return over the past year against the S&P 500's 19.5%, a 54.06-point premium, with 8 of 10 calls landing correctly. LRCX led the group at 230.06%, followed by FORM at 193.12% and KLAC at 134.13%.

  • Coverage: 65 US-traded companies spanning industrial automation, humanoid robotics, semiconductors, and autonomous systems.
  • Market Backdrop: The robotics sector is projected to grow from $76 billion in 2023 to $218 billion by 2030.
  • The Quantum Precedent: Our Quantum Computing package averaged +73.56% over the past year, led by LRCX +230.06%, FORM +193.12%, and KLAC +134.13%, against the S&P 500's +19.5%.
  • Format: Same six time horizons as every I Know First package, 3 days through 1 year.
Getting into a theme before the crowd is the whole point. Robotics is where quantum computing was about a year and a half ago.
Read More: 

H1 2026 Performance: I Know First Outpaces the S&P 500 and Extends a Six Year Lead Over Major Hedge Funds

I Know First’s Combined Long/Short Strategy returned +17.63% in H1 2026, ahead of the S&P 500’s +9.55% and outperforming major hedge funds including Point72 and Millennium. Despite a slight pullback in June, the strategy held a stronger risk-adjusted profile all year.

  • H1 2026 Return: Combined Long/Short Strategy +17.63% vs S&P 500 +9.55%.
  • Risk-Adjusted: Sharpe ratio of 1.79 for the strategy against 0.57 for the S&P 500.
  • Track Record: Extends a six year lead over major hedge funds, including Point72 and Millennium.
  • June 2026: Strategy -0.37% against the S&P 500’s -1.06%.
Six years in, the gap over the benchmark and the field keeps widening.
Read More: 

H2 2026 Asset Forecast: AI Top Picks for July-December 2026

Our H2 2026 Asset Forecast went out earlier this week, and it is not too late to dig in. I Know First’s AI algorithm has analyzed over 13,500 assets to identify investment opportunities across multiple asset classes for the second half of 2026. The top 10 picks from the algorithm’s 2026 annual forecast delivered an average return of +53.12% through June 30, with semiconductor and technology-focused selections leading performance.

  • Universe: The algorithm scanned over 13,500 assets across equities, ETFs, currencies, and commodities to build its H2 2026 outlook.
  • Top 10 Track Record: The original 2026 annual forecast’s top 10 picks averaged +53.12% through June 30.
  • Leading Sector: Semiconductor and technology names led the group’s performance.
  • Forward Horizon: The H2 outlook extends the algorithm’s live signals across all six time horizons into the back half of the year.
With six months of 2026 still ahead, this is where the algorithm sees the next wave of opportunity building.
Read More: 

AVGO Stock Forecast: Strong Fundamentals, Stretched Valuation

Broadcom shows exceptional profitability and strong cash flow generation, but I Know First’s valuation analysis suggests the stock is overpriced at current levels. Both DCF and comparable-company models put shares above intrinsic value despite favorable long-term business fundamentals.

  • Fundamentals: Strong profitability and cash flow generation.
  • Valuation: Both DCF and comparable-company models point to shares trading above intrinsic value.
  • Read: Favorable long-term business, stretched near-term entry point.
A quality name, priced for perfection.
Read More: 
More:
  • Watch the Webinar Replay: Top Stock Picks for July 2026: Watch Here:
  • I Know First AI-Powered Portfolio: Read Here:

CEO Weekly Letter

Dear Fellow Investors,

This week the S&P 500 gained 1.23%, the Nasdaq led with a 1.74% climb, and the Dow slipped 0.50%, as SK Hynix's $26.5 billion U.S. listing, the largest foreign IPO ever, fueled fresh tech-sector strength. Geopolitical tension resurfaced too: the U.S.-Iran ceasefire broke down and the two countries exchanged strikes. Earnings season opens next week, with S&P 500 profit growth expected near 22% year over year.

Two things are worth your attention beyond this week's numbers. We just launched a dedicated Robotics package, covering 65 U.S.-traded companies across industrial automation, humanoid robotics, semiconductors, and autonomous systems, a sector projected to grow from $76 billion in 2023 to $218 billion by 2030. It's the same early-mover playbook that caught quantum computing back in December 2024, before names like RGTI and QBTS took off. And our H1 2026 performance report is out: the Combined Long/Short Strategy returned +17.63% in the first half of the year, ahead of the S&P 500's +9.55%, extending a six year lead over major hedge funds including Point72 and Millennium.

Which brings me to this week's results.

Robinhood Trades Package – 7 Days: META +7.07% Return

Meta was one of the standout calls in our Robinhood Trades package this week, returning 7.07% over 7 days. The move lines up with a real story: Meta unveiled a new AI cloud infrastructure business, Meta Compute, putting it in direct competition with AWS, Azure, and Google Cloud, alongside its new Muse Spark AI model and in-house Iris AI chips. The stock has run from around $550 in late June to above $660 by July 10, roughly a 20% move in a few weeks. Our algorithm had Meta positioned inside a live package as that story was still developing, and the next real test is Meta's Q2 earnings report, expected July 29.

DraftKings sat right alongside Meta in that same package, up 7.56% over the same 7 days. The timing lines up with something bigger. CNBC reported this week that Michael Burry disclosed a new position in DraftKings and Flutter Entertainment, split roughly 40% DraftKings and 60% Flutter, betting that regulators will eventually rein in prediction markets and push betting activity back toward regulated sportsbooks. "DraftKings is inflecting as an operating business, and the value is in the transition I foresee in the near future," Burry wrote, per the same CNBC report. Our algorithm flagged DraftKings' strength inside a broad retail-trading package days before that thesis went public, the kind of overlap between the signal and the smart money that we like to see.

Hack Cybersecurity Package – 1 Month: Up to 49.05% Return

The Hack Cybersecurity package is showing up to 49.05% over 1 month, led by names like PANW and TENB, cybersecurity holding its place as one of the algorithm's most consistent themes this year.

Russell 2000 Package – 3 Months: Up to 471.88% Return

The Russell 2000 package points to gains of up to 471.88% over 3 months, with IMVT, LESL, and RSI leading the way, our self-learning algorithm finding strength deep in small caps.

SOXX Package – 1 Year: Up to 701.13% Return

Our SOXX package is flagging returns of up to 701.13% over a 1-year horizon, with MU, AMD, and LRCX among the names driving it, the strongest live signal on the board this week.

Top Signals This Cycle

Robinhood Trades – META (7 Days)
   
+7.07%
Hack Cybersecurity Package (1 Month)
   
+49.05%
Russell 2000 Package (3 Months)
   
+471.88%
SOXX Package (1 Year)
   
+701.13%
Four signals, four different holding periods, the same result: the algorithm ahead of the move. That kind of range across individual signals is one side of the story. The other is what happens when it manages a full portfolio, not just single packages.

The AI Portfolio
May 27 – Jun 24 – AI Portfolio
   
+6.01%
May 27 – Jun 24 – S&P 500
   
-2.16%
Since Inception – AI Portfolio
   
+48.82%
Since Inception – S&P 500
   
+32.22%
Our Institutional AI-Powered Portfolio is up 48.82% since inception, a 16.60-point premium over the S&P 500 across 16 completed rebalance cycles, not a backtest, a live, documented track record.

Three Ways to Stay Engaged
1. Get Daily AI Forecasts : new picks across 6 time frames, every morning.
2. AI Monthly Portfolio : 10 stocks and ETFs, rebalanced every 4 weeks.
3. Robotics Package : our newest coverage universe, 65 companies across a market headed from $76 billion to $218 billion by 2030.

The algorithm is speaking again. Are you listening?

Warm regards,
Yaron Golgher CEO and Co-Founder, I Know First


Past performance is not indicative of future results. All investments involve risk. Short selling and options trading carry significant risks and are not suitable for all investors. I Know First forecasts are algorithmic signals intended to supplement, not replace, independent investment analysis and professional financial guidance.

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Weekly Apple Stock Update

Apple is preparing to launch a foldable “iPhone Ultra” in September 2026, priced between $2,500 and $3,000, pairing a 7.8-inch inner display with a 5.5-inch cover screen, Apple’s A20 processor, a new C2 modem, and a dual-battery setup totaling 4,883 mAh (1,921 mAh plus 2,962 mAh) that lines up with industry expectations of 4,800 to 5,000 mAh and puts it in the same class as rivals like the Samsung Galaxy Z Fold 7 and Google Pixel Fold. On the supply side, Apple is evaluating DRAM chips from China’s CXMT, the world’s fourth-largest DRAM maker with an 11% market share projected to reach 15% by 2028, after memory prices jumped 55-60% in early 2026 and pushed Apple to seek a fourth supplier for negotiating leverage over Samsung, SK Hynix, and Micron; CXMT sits on the Pentagon’s monitoring list but has not been added to the U.S. Entity List, which keeps the purchases technically permissible, and CEO Tim Cook is said to be personally pushing the arrangement, though usage may end up limited to devices sold only in China. Apple is also leaning further into India, where import duties on smartphone components, including wireless charging modules, screens, and lithium batteries, have been waived through 2029; Apple now assembles roughly a quarter of all iPhones there, including the complete iPhone 17 lineup, with Foxconn putting $1.5 billion behind the expansion and Tata Electronics emerging as a significant production partner.

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