Goldman Sachs just revealed their "most important trades for 2026."

It's not the tech stocks everyone's talking about.

It's a completely different sectors implementing AI under the radar. I got my hands on the full list.

Here's every stock: Sector #1: Banks and Insurance

Banks process millions of transactions with mountains of data and repetitive tasks.

Every efficiency gain using AI turns into profits immediately.

Here are the 4 stocks to look at:

The Fed just confirmed it.

In 9 days, quantitative tightening ends.
In 14 days, they cut rates again.

A stock market super cycle is forming—and it's why we're seeing 9 catalysts converging for the first time in 40 years.

A breakdown: Why does this matter if you're not a Wall Street trader?

These 9 catalysts all point one direction:

More money in the system → Lower interest rates → Falling inflation

That means your mortgages get cheaper and groceries stop climbing.

Warren Buffett just bought $4 billion of Google stock.

This man famously avoided most tech stocks for years. Now he's buying into the big 7 tech giants during bubble fears.

Here's what changed his mind: Firstly, the timing seems crazy.

Markets hit all-time highs. People warn about AI bubbles everywhere. Google stock went up fast in 12 months.

This is when Buffett should sell tech, not buy it.

3 major institutions all predict your portfolio could crash 30-50% by 2027.

Why?

There’s an AI bubble fueled by a $4.3 trillion funding gap is set to burst then.

A breakdown on their predictions (and how to protect yourself when it happens): The 3 major institutions predicting this are:

1) Capital Economics
2) JP Morgan
3) Goldman Sachs

Each used completely different analysis methods, but still came to this consensus.

Here's what each found:

We're living in a bigger bubble than 2000.

When the dot-com bubble burst then, the index concentration was 27%. Today, it's 37%.

Here's what you need to know about this fund - and the 4 simple steps to protect yourself from the inevitable crash: First, let's understand the danger:

Concentration above 36% in just 7 companies increases your risk of portfolio collapse and retirement destruction.

Above 40%, you're at risk of financial ruin when the bubble bursts.

Insiders just bought $574,000 worth of their own stock while everyone else is hitting the sell button.

Despite it down 94% from its high & priced at $2.59, Vera Bradley is could be setting up for a massive comback.

Here’s why:🧵 Let me show you exactly what these insiders are doing:

Director Ian Brickley: $100,000 purchase
Director Andrew Mesler: $474,000 purchase

Total insider buying: $574,000 in one quarter.

Insider selling: $0.

Ken Griffin said: "Individual investors around the world now view gold as a safe harbor asset in a way that the dollar used to be viewed. That's what's really concerning to me."

Why does one of the world's biggest fund managers believe this is a problem?

Let me explain: 🧵 Why is Griffin concerned about the dollar?

The dollar depreciated by about 10% in the first half of this year. It's the single biggest decline in the US dollar in six months, in 50 years.

Meanwhile, Gold is at record highs.

The 2026 money crash is predicted to be 12 months away.

There are three big forces that are about to hit at once. This could create the biggest wealth shift since 2008.

Most people have no idea what's coming—here's your early warning: Force #1: The job market is breaking down.

Jobless rates jumped from 3.6% to 4.3% in just 2 years. New job creation dropped by half.

August: Only 20,000 jobs created for the whole US. September: Zero net job growth.

Most traders spend hours managing 15+ positions every week.

I spent years as a banker and learned this is one way the wealthy build their portfolio: 3 ETFs, 15 minutes quarterly, better returns than full-time traders.

Here's the modernized approach to getting rich 🧵 PART 1: Why the Traditional 3-Fund Portfolio is Broken

The classic approach was: US stocks, international stocks, and bonds.

But the financial landscape has changed dramatically.

Big Tech reshaped indices and bond yields hit historic lows.

Ray Dalio said: "Countries are letting their reserves or assets go down and acquiring gold."

Central banks bought more gold in 2025 than any year in history.

They're not telling the public why, but their actions speak volumes.

Here's what they see coming: Firstly, what are reserves?

They're like savings accounts for countries - government bonds, treasury bills and dollars.

Countries are trading these paper promises for physical gold.

When they sell US bonds, it pushes interest rates up. This makes investments lose value.

A Russian economic adviser revealed what he believes is America's secret plan to get rid of the $37 trillion in debt.

For context, no empire in history has ever repaid debts this large without collapsing.

Here's the alleged plan he describes: Look at history. Empires with massive debt follow the same pattern:

• Rome debased their currency
• Britain lost reserve status after WWII
• America now faces this same moment

The guy who predicted the 2008 crash just called out two massive bubbles about to implode: real estate and cash-burning tech companies.

Nassim Taleb warns these industries are severely over-valued after years of free money.

His explanation on how it'll happen:

Thread BUBBLE #1: REAL ESTATE

Taleb's exact words: "If real estate doesn't go down by half or three quarters, there'll be something wrong."

He's talking about a 50-75% collapse in property values.

Not a correction. A bloodbath.

Everyone's buying NVIDIA and AMD.

But smart investors look at smaller companies that make the parts these giants need.

Here are 3 semiconductor stocks that could grow big while others chase expensive names: 1.) AMKOR Technology (AMKR) - The Chip Packager

Every computer chip needs protection before it can work in phones or cars.

Think of AMKR like a gift wrapper for chips.

They take raw chips and wrap them so they don't break when they get bumped around.

Goldman Sachs sent a secret warning to their big clients about September.

Regular investors didn't get this information.

Here's what they said (and the 3 stocks that they’re looking at): The bank is worried about AI stocks:

Research shows most AI projects are losing money.
Big tech companies stopped hiring new people.
ChatGPT's new version wasn't impressive.
Even the OpenAI CEO thinks we might be in a bubble.

Everyone's buying semiconductors at PEAK prices.

And Goldman Sachs’ news on the Fed's rate cut windows shows why they’re about to get CRUSHED.

Here’s what’s happening and the two sectors to focus on instead: Two dates matter for rate cuts:

September 5th: Jobs report (need under 100k new jobs)
September 11th: Inflation data (just needs to stay flat)

Hit these numbers and September rate cuts become likely.

Trump JUST added 5 minerals to the critical list.

Companies mining these are about to get free government funding, faster permits and guaranteed contracts.

Here are the 4 mining companies positioned for this: These are the 5 minerals: potash, silicon, copper, silver, and rhenium.

In 30 days, they will officially be added to the critical list.

Companies who mine these will get funding, streamlined permits, and government support.

People keep asking me: "Felix, should I sell my tech stocks? My Nvidia? My Palantir?"

Here's the framework I use to make those decisions (learned from Wall Street mentors with 30+ years experience): Money flows like water - it finds the easiest path.

Smart investors don't fight trends. They follow where big institutions put their money.

Why?

Because institutions control most of the money in the market.

While everyone's panicking about the market dip, JPMorgan quietly told their big clients: "Buy the dip."

Here's what's really happening behind the scenes and 2 stocks positioned with heavy upside from this opportunity: I got JPMorgan's actual client note.

It says "Quick thoughts on yesterday. It's a buy the dip opportunity."

While regular investors are selling, institutions are getting ready to buy.

Follow the big money.

While everyone's chasing Nvidia or panicking because the S&P is down 1.8%, there's a $2 billion company quietly becoming America's only supplier of materials that power AI data centers.

99% of people have never heard of it: First, here's what's happening:

AI is about to cause a huge energy problem.

Data centers will use 160% more power just to keep ChatGPT running (Goldman Sachs data).

Solar and wind can't handle it. AI needs power 24/7, not just when it's sunny or windy.

Amazon was $18 in 1997. Tesla was $35 in 2012. Both went up 100x times.

While everyone’s buying expensive stocks tech stocks now, there are 5 companies under $50 that could potentially hit similar returns as Amazon & Tesla.

Here's what they are: Here's the thing about wealth:

It's not built by safe, boring stocks.

It's built by revolutionary companies that most people think are too risky.

Small companies. Revolutionary tech. Massive markets. Under $50 prices.

I found 5 that fit this profile perfectly.

Intel (INTC) is down 60% and has a setup for a big breakout.

Most people are missing this because they're looking at the wrong things.

Here's what Wall Street is actually watching:
Dark pool trading shows big money has been buying Intel all week.

Monday: Bullish
Tuesday: Neutral
Wednesday: Bullish
Thursday: Bullish
Friday: Bullish

When big institutions quietly buy, smart money pays attention.