I Know First
Weekly Newsletter | July 26th, 2026

• Read Here: Register: AI-Recommended Stocks for August 2026 Webinar, Sunday August 2
• Read Here: I Know First AI-Powered Portfolio: +48.82% vs S&P 500 +32.22%

Need To Know First!

• Chemical Stocks Based on AI-Powered Algorithm: Returns up to 12.13% in 3 Days
• IGV Stock Forecasts Based on Deep Learning: Returns up to 8.0% in 7 Days
• Automotive Stocks Based on Deep Learning: Returns up to 16.08% in 14 Days
• Hack Cybersecurity Stocks Based on Genetic Algorithms: Returns up to 38.35% in 1 Month
• Hack Cybersecurity Stocks Based on Genetic Algorithms: Returns up to 86.94% in 3 Months
• Quantum Computing Forecast Based on a Self-Learning Algorithm: Returns up to 724.26% in 1 Year

• PayPal Holdings Inc (PYPL) is up 26.52% since June 29th, 2026, as PayPal resets its growth strategy around branded-checkout stabilization and Venmo monetization, with our algorithm showing a high signal on the one-year outlook even as the stock trades well below its DCF fair value.

• Adobe Inc (ADBE) is up 10.34% since June 12th, 2026, on Adobe's recurring subscription model and successful generative AI integration into its creative workflows, which support a case for undervaluation even after this run.

• Apple (AAPL) is up 22.86% since April 24th, 2026, with Apple remaining a fundamentally strong company on ecosystem advantages and dependable cash generation, though the stock's valuation already reflects much of that strength, leaving a limited near-term margin of safety as rising memory costs offset AI-driven growth potential.

Weekly Winning Forecasts

[LIVE Webinar] AI-Recommended Stocks for August 2026 – Sunday, August 2, 11:00 AM ET

Join us live for a full walkthrough of the Great AI Rotation of 2026, the new sectors where mega-cap companies are pouring billions, plus H2 2026 stock picks, small-cap growth opportunities the algorithm is flagging, and a behind-the-scenes look at how the signals are built. Live Q&A included.

• Topic: The Great AI Rotation of 2026 and where the algorithm sees H2 2026 opportunity.
• Format: Live walkthrough plus open Q&A with the team.
• Cost: Free registration, no purchase required.

How Hedge Funds and Family Offices Use I Know First, and The Performance Behind It

Our AI forecasting engine has become working infrastructure for institutional investors, with 46% of hedge funds now actively using AI and adoption accelerating industry-wide. The platform delivers daily forecasts across more than 13,500 assets, and since January 2020 the Combined Strategy has returned 756%, a 39.7% CAGR, against the S&P 500's 129.1%, outperforming in every single year, including 2022, when it gained 15.36% while the market fell 19.95%.

• Adoption: 46% of hedge funds now actively use AI, and the share is climbing.
• Track Record: The Combined Strategy is up 756% since January 2020, a 39.7% CAGR, versus 129.1% for the S&P 500.
• Fit: Built for lean teams, hedge funds get faster turnover, family offices get longer horizons across asset classes, without either side building an internal quant desk from scratch.

Top Mid-Cap Stocks: Perfect Direction, +26.68% Top Pick

I Know First's Mid Cap Stocks package went 10-for-10 on direction this month, averaging +10.75% while the S&P 500 stayed essentially flat. Dave Inc. led the group at +26.68%, with BellRing Brands and Fair Isaac Corporation also standing out among consumer and financial names in the $500 million to $50 billion range.

• Accuracy: All 10 positions in the package closed in the forecasted direction.
• Top Pick: Dave Inc. (DAVE), up 26.68% in 30 days.
• Context: The package's average return came against a roughly flat S&P 500 over the same month.

GOOGL Stock Forecast: Monetizing AI for Long-Term Growth

Alphabet remains a high-quality business with strong fundamentals in digital advertising, Google Cloud, and artificial intelligence leadership, but I Know First's valuation work puts fair value near $313 a share against a market price around $373. Premium multiples across P/E, EV/EBITDA, and EV/Revenue leave limited near-term upside for new money at current levels.

• Business: Digital advertising and Google Cloud remain durable growth engines, with a clear AI leadership position.
• Valuation: DCF fair value near $313 versus a market price near $373, with premium multiples across several measures.
• Read: A high-quality company where current pricing leaves little room for near-term gains.

GE Stock Forecast: GE Aerospace DCF Valuation Report

GE Aerospace's DCF work points to an implied share price near $173, well below its recent market close above $377, as the stock trades at roughly 49.7x 2026E unlevered free cash flow against a fair-value multiple closer to 23.4x. Even so, I Know First's longer-horizon algorithmic forecast continues to show strong bullish signals for the name.

• Valuation: DCF implies roughly $173 a share versus a market price above $377.
• Multiple: The stock trades near 49.7x 2026E unlevered free cash flow, well above the model's 23.4x.
• Contrast: The algorithm's longer-term forecast still shows strong bullish signals despite the valuation gap.

• Building Around I Know First: Using AI Forecasting as the Heart of a Trading Process: Read Here:
• LLY Stock Forecast: When Great Isn’t Cheap: Read Here:
• Which Day Should You Trade? Optimal Signal Timing for I Know First AI Forecasts: Read Here:

CEO Weekly Letter

Dear Fellow Investors,

This week the S&P 500 fell 0.61%, the Nasdaq underperformed sharply with a 2.13% drop, and the Dow held up best of the three, down just 0.31%, as tech led a pronounced pullback. The Russell 2000 slipped 1.09%, and the VIX eased slightly to 18.58, a market that is uneasy, not panicked.

Behind the move, Iran tensions flared and cooled all week, and oil tracked every swing, WTI spiking from about $78 to near $92 before settling back around $89.

Our algorithm did not need the week to go its way to make its point.

Two weeks ago, we flagged the rotation out of chips and into software and cybersecurity. This week, the Hack Cybersecurity package confirmed it again, up 38.35% over the past month in a stretch where the S&P 500 was essentially flat, and up to 86.94% over three months. The thesis is not cooling. It is compounding.

Our Quantum Computing forecast is showing returns of up to 724.26% over the past year, against the S&P 500's 17.71% over the same stretch. That is a 706.55-point premium, in a single package.

Which brings me to the rest of this week's results.

Chemical Stocks Package – 3 Days: Up to 12.13% Return

Our Chemical Stocks package is showing up to 12.13% over 3 days, a fast-moving read on a corner of the market that does not usually make headlines.

Automotive Stocks Package – 14 Days: Up to 16.08% Return

Our Automotive Stocks package is up to 16.08% over 14 days, the deep learning model finding momentum ahead of the broader market's pullback.

Top Mid-Cap Stocks Package – 1 Month: 10 for 10, Up to 26.68% Return

Our Top Mid-Cap Stocks package went 10 for 10 on direction this month, averaging 10.75% while the S&P 500 stayed essentially flat. Dave Inc. led the group at 26.68%, with BellRing Brands and Fair Isaac Corporation also standing out among consumer and financial names in the $500 million to $50 billion range.

Top High Short Interest Stocks Package – 3 Months: Up to 111.28% Return

Our Top High Short Interest Stocks package points to gains of up to 111.28% over 3 months, the machine learning model finding conviction in names most of the Street is still betting against.

Quantum Computing Forecast – 1 Year: Up to 724.26% Return

And back to where we started: our Quantum Computing forecast at up to 724.26% over a 1-year horizon, the single strongest read across all six of this week's time horizons.

Top Signals This Cycle

• The Great AI Rotation of 2026, the new sectors where mega-cap companies are pouring billions, and what the neural network signals reveal.
• The Battle for Returns in H2 2026, which stocks are positioned to lead Wall Street, according to the I Know First AI algorithm.
• The Quiet Rally of the Russell 2000, ten small-cap growth stocks the algorithm flags right before a breakout.
• The AI Portfolio That Beat the Market, an exclusive look behind the scenes of the I Know First forecasting algorithm.
• Live Q&A with the I Know First Artificial Intelligence research team.

I Know First
Most Popular Package Of The Week

Weekly Apple Stock Update