A new AI Portfolio went out two trading days ago and is already ahead of the market, and our Pharma package has returned more than seven hundred percent over the past year.
I Know First Weekly Newsletter | August 23rd, 2026
Good day, I Know First Universe!
Read Here:The New AI Portfolio Is Live: +45.37% vs S&P 500 +37.65% Since Inception
Read Here:Live Webinar September 6: AI-Recommended Stocks for September 2026, Top Picks from the US Market
Best Robinhood Stocks Based on Genetic Algorithms: Returns up to 23.87% in 3 Days
Stocks Under $10 Based on Machine Learning: Returns up to 63.43% in 7 Days
High Short Interest Stocks Based on Genetic Algorithms: Returns up to 46.54% in 14 Days
Best Technology Stocks Based on AI: Returns up to 53.80% in 1 Month
Russell 2000 Stocks Based on AI Algorithm: Returns up to 98.13% in 3 Months
Pharma Stocks Based on Pattern Recognition: Returns up to 710.56% in 1 Year
This Week's Article Picks: Return Since Pick Date
PayPal Holdings (PYPL)
+38.69%
Adobe Inc (ADBE)
+33.41%
Uber Technologies (UBER)
+10.32%
PayPal Holdings Inc (PYPL) is up 38.69% sinceJune 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 discounted cash flow fair value.
Adobe Inc (ADBE) is up 33.41% sinceJune 15th, 2026,on Adobe's recurring subscription model and its generative AI integration across creative workflows, with a blended valuation pointing to roughly 31.7% upside and a target of $317.97 per share.
Uber Technologies Inc (UBER) is up 10.32% sinceJune 22nd, 2026,as operating margin swung from negative 22% in 2021 to 10.7% in 2025 and net margin reached 15.9% against a peer average of 6.6%, with our discounted cash flow model placing intrinsic value at $119 per share.
The New AI Portfolio Is Already Ahead of the Market
The latest AI Portfolio went out two trading days ago and is already outperforming the market by 1.57%. The algorithm rebuilds the holdings from scratch each cycle, so a new period is the cleanest point to start following it.
Since inception on April 2, 2025 the portfolio has returned 45.37% against 37.65% for the S&P 500, an outperformance of 7.72%.
That record now spans 18 completed rebalancing cycles.
Period 18 ran from July 22 to August 19, 2026 and returned 5.80% against 4.09% for the S&P 500.
Each period the algorithm selects ten positions with no carryover from the previous cycle.
The portfolio is built for investors who want the algorithm's conclusions without reading a daily forecast.
It is not too late to join the current period. Read More:
[LIVE Webinar] AI-Recommended Stocks for September 2026: Top Picks from the US Market – September 6, 11:00 AM ET
Our next live session walks through the stocks the algorithm favors heading into September. We go through the US market names carrying the strongest signals and explain the reasoning behind each one.
Sunday, September 6, 2026 at 11:00 AM ET.
Free registration, with a limited number of seats.
Live walkthrough of the algorithm's top US market picks for September.
Time for questions with the analyst team at the end of the session.
Registrants receive the recording afterwards if they cannot attend live.
APP Stock Forecast: Not Every AI Stock is Overvalued
AppLovin trades at a premium on revenue but a discount on earnings, which is an unusual combination for an AI name. Our valuation work concludes with a Buy on the strength of the margin profile and a repaired balance sheet.
Net income margin runs near 64% against a peer average of 8%, with EBITDA margin around 79% versus 13% for peers.
Q2 2026 revenue rose 53% year over year to $1.92 billion, and adjusted EBITDA rose 58% to $1.61 billion.
Total debt to EBITDA sits at 0.8x, below the 1.16x peer average, and debt to equity fell from 3.3x in 2024 to 1.7x in 2025.
The stock trades at 15.2x forward revenue against a peer average of 8.3x, but only 22.9x forward earnings against 35.1x for peers.
The discounted cash flow model puts fair value at $531 per share against a market price near $340.
The main risk is saturation in mobile gaming, which makes the unproven e-commerce expansion the piece to watch. Read More:
Tech Stocks To Buy Based on Artificial Intelligence: Returns up to 51.39% in 1 Month
The Tech Giants package returned 21.31% on average over the past month against 3.36% for the S&P 500. That is an outperformance of 17.95 percentage points in a single one month forecast window.
The algorithm called 9 of 10 trades correctly over the period.
WIX led the package with a 51.39% return.
IT returned 37.54% and INTU returned 24.52%.
The package covers 20 stocks and carries both bullish and bearish signals.
Forecast period ran from July 19, 2026 to August 19, 2026.
The package is built for investors who want concentrated exposure to the large technology names the algorithm ranks highest. Read More:
Algorithmic Trading: The New I Know First Interactive User Interface
The interactive user interface lets subscribers work with the forecasts directly rather than reading them off a daily table. It is designed to support a defined strategy and automate the steps around it.
Available to all annual subscribers at no additional charge.
Monthly subscribers can upgrade by contacting their analyst.
Built to support strategy construction and automate the surrounding process.
Video tutorials walk through how to implement a systematic approach with the tool.
Existing annual subscribers can add the features by contacting support directly.
It is the fastest way to move from reading the forecast to acting on it systematically. Read More:
The S&P 500 fell 1.43% this week, closing at 7,674.37. The Nasdaq lost 2.05% to 26,180.46, the Dow gave up 0.85% to 53,277.01, and the Russell 2000 fell 1.65% to 3,017.87. Every major index finished lower, and the Nasdaq led the decline.
Not every asset moved with the tape.
Coinbase, MicroStrategy and Robinhood, Called Before the Jump
Our Robinhood package forecast covering August 18 to August 21 was in subscribers' hands before that window opened, and it led with the three equities whose fortunes track crypto most directly. Coinbase returned 23.87% across those three sessions, MicroStrategy 22.08% and Robinhood 12.34%.
The package as a whole averaged 6.01% while the S&P 500 fell 0.91% over the same three days, a premium of 6.92 points, with 7 of the 10 predictions correct.
It was not an isolated read. Our Trump stocks forecast over the seven days from August 13 to August 20 put MicroStrategy at the top of its list again, returning 18.52%, with Bitdeer Technologies up 9.25% and Copart up 18.42%. That package averaged 6.86% against a 1.39% decline in the S&P 500, a premium of 8.25 points, again with 7 of 10 correct.
Two separate packages, two different horizons, both pointing at the same corner of the market before it moved. The timing is the part worth sitting with: those names were flagged at the start of their windows, ahead of the repricing rather than after it, which is the only version of this that is worth anything.
Crypto Had Its Biggest Week in Two Years
While equities fell, crypto went the other way, and it went hard. Bitcoin gained roughly 24% on the week to top $77,000, its largest weekly advance since 2023. Ether did better still, rising close to 30% to around $2,400, and XRP led a broad altcoin rally behind them.
Three things drove it. On August 18 the SEC proposed Regulation Crypto Assets, which would create tailored exemptions from Securities Act registration for token offerings. On August 19 the Treasury said it would at least double its bond buyback operations, lifting the per operation cap from $2 billion to a minimum of $4 billion. Positioning did the rest, with more than $4 billion of crypto short positions liquidated across the two day move. Bitcoin and ether ETFs took in $2.6 billion over the week, their strongest inflows since October.
This is the argument for covering 13,500 assets rather than one market. In a week when every equity index finished lower, the strongest short horizon returns on our board came from an asset class that was not moving with equities at all. The algorithm does not trade the macro narrative. It reads the assets.
The Week Ahead Is the One That Counts
This coming week carries two events that will likely set the tone into September, and they land on the same day.
Nvidia reports Wednesday after the close, with revenue expected near $92.07 billion. It is the clearest single test of whether the artificial intelligence trade still has the earnings behind it, and the answer will move far more than one stock. Wednesday morning brings the core PCE price index, the inflation measure the Federal Reserve actually watches, with economists looking for 3.3% year over year.
Pharma Stocks – 1 Year: Up to 710.56% Return
Pattern recognition on pharmaceuticals, up to 710.56% over a full year and the single largest figure across all six horizons this week. Not a technology name.
Top Signals This Cycle
Best Robinhood Stocks (3 Days)
+23.87%
Stocks Under $10 (7 Days)
+63.43%
High Short Interest Stocks (14 Days)
+46.54%
Best Technology Stocks (1 Month)
+53.8%
Russell 2000 Stocks (3 Months)
+98.13%
Pharma Stocks (1 Year)
+710.56%
Bar lengths are drawn on a square-root scale so the shorter horizons remain readable alongside the 1-year figure.
Look at the composition rather than the sizes. The leaders this week are retail favourites, sub ten dollar names, heavily shorted names, small caps and pharmaceuticals. Only one of the six is a technology package. In a week when the Nasdaq fell more than 2%, the algorithm was already positioned well outside it.
A New AI Portfolio Period Just Opened
Since Inception – AI Portfolio
+45.37%
Since Inception – S&P 500
+37.65%
Our AI-Powered Portfolio rebalanced on Wednesday, August 19, and the algorithm selected ten fresh positions. Two trading days in, the new period is already ahead of the market by 1.57%.
Since inception on April 2, 2025 the portfolio has returned 45.37% against 37.65% for the S&P 500, a 7.72 point premium across 18 completed periods, every one of them tracked with no exclusions. Period 18, which ran July 22 to August 19, returned 5.80% against 4.09% for the index. This is a live and documented record, not a backtest.
Because the algorithm rebuilds the holdings from scratch each cycle, joining now means starting at the beginning of a period rather than partway through one.
And now the spoiler, because this one is too good to sit on until next week.
When the algorithm rebuilt the portfolio on August 19, it put a crypto linked name among the ten. Understand what that means in sequence. The selection was made by the model, from 13,500 assets, on the morning of the rebalance. The run in that corner of the market came afterwards. The position is already up, and it is a large part of why this period is running 1.57% ahead of the market with only two trading days on the clock.
Read that alongside everything above and a pattern emerges rather than a coincidence. The Robinhood package flagged Coinbase, MicroStrategy and Robinhood for August 18 to August 21. The Trump stocks package put MicroStrategy at the top of its seven day list. The cryptocurrency forecasts returned up to 24.13% and 23.91%. And the monthly portfolio, rebalancing on its own fixed schedule with no knowledge of any of those other packages, independently arrived at the same conclusion and bought into the theme before the headlines did.
Four separate models. One answer. Days early.
I am not going to name the position here. Subscribers have it. If you want to see which ten names the algorithm is holding this period, and why the crypto exposure was already sitting there before the move, the portfolio is one click away and the period has barely started.
Join Us Live on September 6
Our next webinar, AI-Recommended Stocks for September 2026: Top Picks from the US Market, runs Sunday, September 6 at 11:00 AM Eastern. We will go through the US market names carrying the strongest signals into September and explain the reasoning behind each one, then take questions. Registration is free and seats are limited.
Two 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. The current period opened Wednesday, August 19.
The algorithm is speaking again. Are you listening?
Warm regards, Yaron GolgherCEO 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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Apple has pushed back against OpenAI's attempt to dismiss its trade secrets case, maintaining that the company took confidential information from more than 400 former employees, and naming engineer Chang Liu, who allegedly downloaded secret files after leaving, and hardware chief Tan Yew Tan, accused of disclosing internal project codenames during interviews. Apple is also developing a Siri enabled home hub that could launch this year, a wall mountable seven inch square display with a widget gallery like the one on iPhone and Mac, third party widget support and Smart Stack, with widget access requiring the linked iPhone to be home for privacy. And ceramic cases are reportedly returning with the Apple Watch Series 12, a material last used in Series 6 in 2020, launching next month alongside the iPhone 18 Pro, the first foldable iPhone and the Apple Watch Ultra 4.
