I Know First
Weekly Newsletter | January 25th, 2026


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  • Learn MoreI Know First 2026 Annual Report
  • Top Article – SLV Stock Forecast: Fundamental Basis or One-Time Surge
 
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  • Buzz Package Forecast Based on AI: Returns up to 95.75% in 3 Days
  • Computer Industry Based on Machine Learning: Returns up to 24.01% in 7 Days
  • Insider Trading Package Based on AI: Returns up to 200.00% in 14 Days
  • Quantum Stocks Based on AI: Returns up to 44.49% in 1 Month
  • Quantum Stocks Based on AI: Returns up to 89.04% in 3 Months
  • Top 10 Stocks Based on AI: Returns up to 258.69% in 1 Year
  • Tesla, Inc (TSLA) is up 36.34% since September 1st, 2025, primarily driven by a combination of strong operational momentum, Elon Musk's renewed conviction, and growing optimism around future growth drivers like autonomy and AI. The rally kicked off in September with Musk's personal $1 billion open-market stock purchase (his first major buy in years), signaling strong insider confidence and re-engaging investors after earlier 2025 weakness. This was amplified by anticipation and follow-through from record Q3 deliveries (~497,000 vehicles, beating expectations amid a U.S. EV tax credit rush), solid Q3 earnings with robust free cash flow and positive commentary on energy storage and autonomy progress, and broader market tailwinds like expected Fed rate cuts. The momentum carried into late 2025 and early 2026, fueled by persistent hype around robotaxi/un-supervised FSD developments (despite some EV sales softness), analyst upgrades, and Tesla's positioning as a high-growth AI/autonomy play—outpacing broader market gains and helping the stock recover significantly from earlier lows.
  • Lam Research Corporation (LRCX) is up 123.90% since June 29th, 2025, driven overwhelmingly by the explosive AI boom fueling massive demand for advanced semiconductor manufacturing equipment. As a leading provider of etch and deposition tools critical for producing next-generation chips (including high-bandwidth memory/HBM and logic for AI accelerators from Nvidia and others), Lam has benefited from surging wafer-fab equipment (WFE) spending, a rebound in the memory-chip market, and aggressive foundry expansions by TSMC, Samsung, and others amid the ongoing AI supercycle. This was amplified by consistently strong quarterly earnings beats throughout late 2025 (e.g., standout results with robust revenue growth, margin expansion, and upbeat guidance tied to AI-driven orders), relentless analyst upgrades and price target hikes, and broader semiconductor sector momentum—turning LRCX into one of the top performers in the second half of 2025 as investors shifted focus from cyclical concerns to long-term structural growth in advanced node production.
  • Taiwan Semiconductor Manufacturing Co. Inc (TSM) is up 46.44% since July 14th, 2025, driven by robust AI-related growth and prompted upward revisions to full-year guidance, followed by an even stronger Q3 October 2025 report where revenue jumped ~41% year-over-year to a record $33.1 billion, profit surged 39%, and the company raised its 2025 revenue outlook to the mid-30% range (from ~30%) due to faster-than-expected AI accelerator demand from key clients like Nvidia. This momentum continued with consistently strong monthly revenues (e.g., record annual sales of NT$3.81 trillion for 2025, up 31.6% YoY), sustained high-performance computing (including AI) contributing over 50-60% of sales, capacity tightness in advanced nodes (3nm/5nm/2nm), and analyst upgrades (e.g., Goldman Sachs raising targets significantly on AI-driven capacity constraints through 2027). Broader tailwinds include massive AI infrastructure spending projections (trillions in data center capex), TSMC's pricing power, margin resilience near 50-60%, aggressive fab expansions (including in the US), and structural rather than cyclical AI growth, defying bubble concerns and positioning TSM for continued multi-year upside amid hyperscaler and tech giant investments. The stock's performance reflects growing market confidence in TSMC's irreplaceable role in the AI megatrend, with shares hitting multiple record highs in late 2025 and early 2026.
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Weekly Winning Forecasts

3 Days
Options Forecast: 11.97% Return
Energy Stocks: 12.93% Return
ETF Forecast: 7.82% Return
 
7 Days
Computer Industry: 24.01% Return
Options Forecast: 145.39% Return
Top 10 Stocks: 15.72% Return
 
14 Days
Insider Trading: 200.00% Return
Chemical Stocks: 22.72% Return
Computer Industry: 29.82% Return
1 Month
Quantum Stocks: 44.49% Return
SOXX Stocks: 46.33% Return
Computer Industry: 44.66% Return
 
3 Months
Quantum Stocks: 89.04% Return
Computer Industry: 101.36% Return
Tech Giants: 93.34% Return

1 Year
Top 10 Stocks: 258.69% Return
Options Forecast: 301.08% Return
High P/E Stocks: 258.69% Return
Commodities
3 Days: Up to 7.54% Returns
7 Days: Up to 10.57% Returns
14 Days: Up to 7.42% Returns
3 Months: Up to 8.43% Returns
1 Year: Up to 185.16% Returns

Cryptocurrency

1 Month: Up to 10.91% Returns
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Snippets From Our Top Blog Posts For The Week:
 

SLV Stock Forecast: Fundamental Basis or One-Time Surge

Silver's ongoing rally in early 2026 is fundamentally driven by a combination of supportive macro conditions, persistent physical supply tightness, and a structural shift from paper to physical demand, rather than a fleeting speculative surge. The article argues that tightening inventories on COMEX and LBMA, strong inflows into physically backed vehicles like PSLV, industrial demand growth in green energy and EVs, institutional moves toward physical delivery, and silver's undervaluation relative to gold (with its higher beta) all underpin a sustainable bull market, potentially continuing into 2026 as signaled by bullish AI forecasts.

  • Macro Tailwinds: Lower real interest rates, expected monetary easing, inflation/debasement fears, and geopolitical uncertainty boost silver as a monetary hedge with leveraged exposure to gold's cycle.
  • Physical Scarcity & Supply Constraints: Tight COMEX/LBMA stocks, drawdowns from delivery demands, and inelastic byproduct-dominated production create genuine shortages amid rising investor and industrial offtake.
  • Industrial Demand Growth: Strong, price-insensitive consumption from solar PV, electronics, EVs, and emerging battery tech (e.g., silver-zinc) adds structural support, especially in the energy transition.
  • Institutional Shift to Physical: Large players moving from futures rolling to demanding actual delivery has exposed paper market leverage, accelerating the rally by forcing prices to reflect real scarcity.
  • Relative Valuation & Momentum: Silver has outperformed gold, compressing the gold-silver ratio (still above historical averages for potential mean reversion), with rising volatility indicating strong bull-market participation and PSLV premiums signaling physical stress.
The evidence points to a fundamentally grounded, scarcity-driven silver bull market with room for further gains in 2026, rather than a one-time speculative event.

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I Know First's AI-Powered Strategies Deliver Record-Breaking Returns: 2025 Full Year Update

I Know First's AI-powered investment strategies delivered exceptional, record-breaking returns in 2025, with the MAGIC Strategy achieving +55.17% YTD (outperforming the S&P 500's ~+16% by +39% and topping nearly all tracked hedge funds) and the Combined Long/Short Strategy posting +27.93% (beating the benchmark by +11.93% with superior risk-adjusted performance). This outperformance highlights a paradigm shift toward systematic AI-driven approaches, which capitalized on AI/tech rallies, market volatility from trade policies, and concentrated/high-conviction allocations—surpassing traditional giants like Millennium and Citadel (both ~+10%) while proving scalable alpha generation beyond human-managed funds.

  • MAGIC Strategy Dominance: Delivered +55.17% full-year return through 60% allocation to top AI-selected GICS Level 1 sector ETFs (e.g., Technology, Consumer Discretionary) and 40% to high-conviction Magnificent Seven stocks, enabling explosive gains in Q2/Q4 amid the AI boom.
  • Combined Long/Short Resilience: Achieved +27.93% with balanced diversification (60% sector ETFs, 20% individual stocks long/short, 10% SPY hedge, 10% industry ETFs), offering lower volatility, consistent alpha since 2020, and strong risk management during drawdowns.
  • Benchmark & Hedge Fund Comparison: Both IKF strategies crushed the S&P 500's +16% (with MAGIC nearly tripling it in outperformance), ranking #1 and #4 overall; outperformed Bridgewater Pure Alpha's historic +34%, D.E. Shaw, and others, while large funds like Millennium/Citadel lagged significantly.
  • AI Paradigm Shift: Demonstrates AI is superior for alpha generation, avoiding diseconomies of scale that hurt traditional multi-manager platforms, with transparent, rules-based signals across multiple horizons driving reproducible results.
  • Portfolio Architecture Strengths: MAGIC's concentrated approach maximizes high-conviction AI picks for growth; Combined's multi-level (sector/stock/industry) long/short flexibility provides true diversification and hedging in volatile markets.
  • Institutional Implications: 2025 results validate scalable AI strategies for superior risk-adjusted returns, lower fees, and customization—positioning I Know First for 2026 expansion with proven infrastructure and track record.

2025's results cement AI-powered systematic investing as the present reality in asset management, delivering unmatched performance and diversification that traditional hedge funds struggled to match amid the year's AI-driven market dynamics.

Learn More:


 

Algorithmic Trading: Trade Professionally With Implied Volatility

Professional traders focus on implied volatility (IV) — the market's forward-looking forecast of a stock's price movement — to trade options profitably by buying when IV is low (options are cheap) and selling when IV is high (options are expensive), capitalizing on its mean-reverting nature after events or extremes. I Know First's AI-powered algorithmic forecasts help traders by providing predictions on IV movements via signals (expected change direction/magnitude) and predictability (historical accuracy), enabling better positioning in options (e.g., straddles for high IV events) without complex manual calculations, as demonstrated in examples like high-signal trades yielding strong returns.

  • Understanding Implied Volatility: IV measures the market's expected future price swings (as a percentage, annualized), directly impacting option premiums — higher IV means more expensive options due to anticipated larger moves, calculated from option supply/demand and expectations.
  • Trading Strategy Core: Buy options when IV is low (cheap premiums) and sell when high (expensive premiums), exploiting mean reversion after spikes from events (e.g., earnings, news) or seasonal factors, allowing profits in both up/down markets unlike directional stock bias.
  • Professional Edge: Pros trade "long or short volatility" for bidirectional opportunities, using strategies like straddles (buy call + put) when high IV is expected, with lower upfront capital via options leverage compared to stocks.
  • I Know First AI Advantage: The algorithm delivers daily IV forecasts for options baskets (with signal for predicted move and predictability for reliability), heat maps for long/short recommendations, and proven accuracy (e.g., averages outperforming benchmarks), freeing traders from manual math via machine learning and neural networks trained on historical data.

This piece promotes using IV as a key professional trading tool and positions I Know First's predictive AI as a practical, accurate solution for timing implied volatility trades effectively.

Example Forecast:

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I Know First on i24 News


I Know First was on by i24 News "The Rundown," featuring an interview with I Know First CEO Yaron Golgher. It highlights the company's AI-driven FinTech innovation in Israel, explaining how their algorithms analyze massive datasets to forecast markets across ~3,000 assets (stocks, commodities, ETFs) over 18 time frames—something humans can't process daily—claiming superior performance like 77% returns vs. the S&P 500's 12% in the prior year.
  • AI Outperformance Pitch: Golgher demonstrates how I Know First's predictive strategies beat benchmarks by leveraging machine learning for daily forecasts that humans can't match in volume or speed.
  • FinTech Boom Context: The segment discusses surging venture capital in FinTech ($5.2B in Q2 2017) and adoption by major banks like Citi for electronic trading and predictions.
  • Broader Industry Impact: Emphasizes AI's transformative role in investments, processing vast information for better decisions, while warning about risks from unverified or untested algorithms that could lead to losses.
  • Israeli Innovation Angle: Frames I Know First as part of Israel's growing reputation in AI/FinTech, positioning algorithmic trading as the future over traditional human analysis.
This showcases I Know First's AI forecasting tech, aligning with their current emphasis on systematic strategies outperforming traditional funds and benchmarks, as seen in your recent 2025 performance summaries.

Watch Here:

Top Stocks To Buy Based On Artificial Intelligence: Performance Report


"Top Stocks To Buy Based On Artificial Intelligence" (uploaded January 16, 2025) about how the AI algorithm is predicting TSM to be a top pick for the coming year. The video highlights recent successes like Taiwan Semiconductor (TSM) topping a 3-month forecast (up significantly post-prediction, outperforming the S&P 500), short-term Bitcoin and MicroStrategy gains (e.g., +4.96% and +9.81% in days aligning with AI signals), and a broader rally in line with positive S&P 500 forecasts, while touting strategy returns like 16% average over 3 months vs. S&P's <1% and one approach delivering over 227% total.
  • AI Algorithm Showcase: Emphasizes I Know First's self-learning AI for daily forecasts across assets, claiming consistent outperformance in short- and long-term horizons through accurate predictions on stocks, crypto, and indices.
  • Key Stock Highlights: TSM as a top 3-month pick (strong recent performance, e.g., +3.93% daily move); Bitcoin hitting $100K and MicroStrategy surging in line with recent forecasts.
  • Performance Comparisons: Past picks delivered superior returns (e.g., 12.25% in 3 months for a prior TSM list vs. S&P; overall strategy at 227% cumulative), positioning AI as better than benchmarks.
  • Since the video, TSM is up more than 50%. 
I Know First's AI-driven forecasting tools, demonstrate real-time "wins" on hot assets like TSM, Bitcoin, and MicroStrategy and show why they stay ahead of the market. 

Watch Here:


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CEO Weekly Letter

Dear Investors,

The past week was a masterclass in market divergence. While the major indices remained sluggish—with the Dow falling 0.5%, the S&P 500 losing 0.4%, and the Nasdaq slipping just under 0.1% - the real story wasn't in the broad market's exhaustion. It was in the pockets of explosive alpha identified by our AI.

When the indices move sideways or down, our algorithm looks for the "outliers" that others miss. Here is how we outperformed the market drift this week:

Energy & Metals: The Short-Term Power Moves

While the headlines focused on tech, our AI focused on Commodities and
ETFs:


The Long Game: Silver’s Triple-Digit Milestone

Patience combined with precision leads to transformative results. Our long-
term Commodity outlook continues to deliver:


This Week’s Most Impressive Forecasts

Don't Just Watch the Rally. Join It.

The market is moving fast. Ensure your portfolio is keeping up by leveraging the predictive power of AI.

  1. Daily AI Forecasts (6 Time Frames): Actionable stock picks every day. → View All Pricing Plans
  2. The AI-Powered Monthly Portfolio: Systematic, rebalanced strategy for long-term growth. → Enroll in the Monthly Portfolio
  3. 2026 Opportunities Report: Your roadmap for the next big run. → Get The Report

Warm regards,
Yaron Golgher
CEO, I Know First

 

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Weekly Apple Stock Update

In late January 2026, Apple regained the top spot in China's smartphone market during Q4 2025 with a 28% shipment surge for the iPhone 17 series amid a 1.6% overall market decline, though Huawei led for the full year with 16.4% share versus Apple's ~16%; globally, Apple held the No. 1 position in 2025 with 247.8 million units sold (+6.3%) and 19.7% market share, edging out Samsung (19.1%). However, Apple faces intensifying competition for TSMC's advanced chip capacity from AI giants like Nvidia and AMD, potentially losing its historical priority access, incurring higher costs for future generations, and risking margin pressure as AI-focused chips consume more wafer space. Separately, Apple Pay is set to launch in India by the end of 2026 pending regulatory approval and banking partnerships, enabling contactless iPhone payments without planned integration into the dominant UPI system.

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