Dear Fellow Investors,
This week the S&P 500 fell 0.61%, the Nasdaq dropped 2.13%, and the Russell 2000 slipped 1.09%, as Iran tensions flared and cooled and oil swung from $78 to near $92 before settling around $89. Uneasy, not panicked.
Our algorithm did not need the week to cooperate 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 and up to 86.94% over three months, while the S&P 500 stayed essentially flat. 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, a 706.55-point premium in a single package. Our Top Mid-Cap Stocks package went 10 for 10 on direction this month, averaging +10.75%, led by Dave Inc. at +26.68%. Top High Short Interest Stocks is up to 111.28% over three months.
That range across individual signals is one side of the story. The other is what happens when the algorithm manages a full portfolio: 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. It's also the subject of a new piece on how hedge funds and family offices are using I Know First — 46% of hedge funds now actively use AI, and since January 2020 our Combined Strategy is up 756% (39.7% CAGR) against the S&P 500's 129.1%, outperforming in every single year including 2022.
We'll be unpacking all of it live at our August 2026 webinar, Sunday August 2 at 11:00 AM ET. Free registration, no purchase required.
Warm regards,
Yaron Golgher
CEO and Co-Founder, I Know First