I don't send notes like this often. But what I'm seeing in the market right now is setting up one of the biggest wealth rotations in decades. The stock market's Price-to-Earnings (P/E) ratio just hit a level we haven't seen since March 2000, right before the dot-com crash erased trillions in wealth.  Worse, the top 10 stocks now make up 40% of the entire U.S. market. In 2000, this figure was just 23%. In Japan's catastrophic 1989 bubble, the top 10 stocks were “only” 30% of the entire Japanese market. And just like those moments, the biggest gains didn’t come from the bubble stocks, but from the overlooked companies money rotated into next. Here's what really concerns me: even if you don't own a single AI stock directly, your mutual funds and ETFs are likely loaded with them. When the selling starts, the entire market gets dragged down with it. In 2000, the "safest" stocks, Microsoft, Cisco, Intel ALL fell 50-80%. Then they underperformed the market for the next 15 years. Are you prepared to wait 15-20 years just to break even? I've put together a brief video explaining exactly what I'm seeing and more importantly, what I think investors should do about it. I'm not suggesting you sell everything and hide in cash. I'm showing you specific companies positioned to thrive when the bubble deflates. Click to see the No. 1 ‘AI Survivor’ stock I believe could outperform Nvidia in the years ahead. I hope I'm wrong about the timing. But I'd rather you be prepared six months early than one day too late.  Eric Fry
Senior Macro-Investment Analyst, InvestorPlace P.S. The companies I discuss aren't defensive plays hoping to preserve capital. They're growth businesses I believe could deliver substantial gains while AI stocks struggle. This brand-new video explains why. | 
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