Broadcom climbed more than 900 percent. Palantir rose over 3,000 percent. Nvidia delivered gains measured in the tens of thousands of percent. Each of those runs began with the same force: an AI demand shock that hit a specific corner of the market almost overnight. While many investors chase yesterday’s winners, one of Wall Street’s most experienced voices is pointing to a different part of the market that could see the next major surge in 2027.
Marc Chaikin has spent 60 years on Wall Street as a trader, stockbroker, analyst, and creator of stock indexes for the Nasdaq. He invented a proprietary rating system that has helped identify stocks poised for strong moves in the months ahead. That system, known as the Power Gauge, flagged the Magnificent Seven stocks as bullish early in 2023. It also turned bullish on 43 of the top 50 stocks last year. Now the same system is highlighting a fresh group of opportunities tied to the next phase of artificial intelligence.
The central idea is simple. The AI bull market has never been one single trade. It has moved in stages, each driven by a sudden, intense surge in demand for a particular set of products or services. These demand shocks have sent clusters of stocks sharply higher, often in short periods. Understanding the pattern—and knowing where the next shock is forming—can make the difference between participating in the gains and watching from the sidelines.
What a Demand Shock Really Means
Most investors focus on supply. A supply shock, such as a blockage that restricts oil, drives prices higher because less of something is available. A demand shock works from the other side. Demand for a product or service rises so quickly and so strongly that existing business models cannot keep up. Companies scramble to expand capacity. Money floods into the industry. Stock prices reprice higher, sometimes dramatically.
Since ChatGPT launched in late 2022, AI has created repeated demand shocks. Businesses suddenly needed advanced semiconductors. Then they needed servers to run those chips. Then they needed data centers to house the servers, cooling systems to manage the heat, and power to keep everything running. Later the bottlenecks shifted to high-speed networking and memory. Each time, a new set of stocks responded with outsized moves.
These are not gradual trends. They arrive as sudden waves of capital into relatively small groups of companies. Goldman Sachs projects trillions of additional dollars flowing into AI infrastructure through 2031. The International Energy Agency expects data-center electricity use to double by 2030. Bank of America has noted that the United States will need to add power capacity equal to what 15 New York Cities currently consume. The scale is large, and the pace is fast. Traditional manufacturing and resource chains were not built for this speed. That mismatch is what creates the opportunity.
Demand shocks also work in reverse. Software stocks experienced a sharp sell-off even though they were widely viewed as AI beneficiaries. Nearly three out of four software stocks hit extreme selling levels in a short window. The lesson is clear: simply owning anything labeled “AI” is not enough. The key is identifying where the next surge of demand is forming and moving ahead of the broader crowd.
Stage One: Semiconductors and Servers
The first demand shock arrived right after ChatGPT. Every major company realized it needed advanced chips to train and run AI models. Nvidia’s revenue jumped from roughly $5.9 billion in the quarter before the release to $18 billion a year later. The stock rose in parallel. Over a longer window the shares delivered gains of more than 1,300 percent.
Nvidia was not alone. The entire semiconductor industry felt the shock. Marvell Technology, Broadcom, and Advanced Micro Devices all posted strong double- and triple-digit moves in relatively short periods. The Power Gauge system turned bullish on the semiconductor industry group in late November 2022 after months of neutral or bearish readings. Weeks later it flashed bullish signals on individual names within the group, including Nvidia and Broadcom. Those early signals aligned with the subsequent gains.
At the same time, a parallel demand shock hit the server industry. AI requires specialized, high-performance servers running continuously. Super Micro Computer rose more than 240 percent in 2023 alone and became one of the market’s top performers that year. Dell, long viewed by many as a traditional PC company, nearly doubled. Celestica, which had been largely flat for years, began a multi-thousand-percent climb once the AI demand wave arrived. The Power Gauge turned bullish on the broader information technology industry in January 2023 and then issued successive bullish ratings on Dell, Celestica, and Super Micro Computer. The subsequent price moves tracked those signals closely.
Stage one showed the pattern clearly. A sudden need for the core building blocks of AI—chips and servers—sent money into the industry. Stocks that the Power Gauge identified early captured large portions of the upside.
Stage Two: Cooling Systems and Energy
Once companies began ordering chips and servers in volume, the next constraints appeared. Those components generate intense heat and consume large amounts of power. Data centers needed industrial-scale cooling and reliable electricity. A new set of demand shocks followed.
Cooling specialists that previously served hospitals, factories, and office buildings suddenly faced orders from AI operators. Comfort Systems USA more than doubled in roughly 14 months. Modine Manufacturing roughly tripled in about a year. Vertiv, focused on thermal management for data centers, also delivered strong triple-digit gains in the first year after the ChatGPT launch and continued higher over longer periods. The Power Gauge turned bullish on the industrial sector and then issued bullish ratings on individual cooling names. Holding periods of a year or longer produced gains of several hundred to more than a thousand percent in some cases.
Energy followed a similar path. Vistra rose more than 250 percent in a single year and ranked among the top performers in the S&P 500. Constellation Energy climbed more than 130 percent in the same window. Bloom Energy delivered gains exceeding 1,200 percent over two years. The Power Gauge shifted to bullish on the utilities sector in April after more than a year of neutral or bearish readings. Individual bullish signals on Constellation, Vistra, and Bloom Energy preceded their strong moves.
Stage two demonstrated that demand shocks are not limited to traditional technology companies. Industrial and utility businesses that supply essential infrastructure for AI data centers can deliver technology-stock-style returns when the demand wave hits.
Stage Three: Networking and Memory
As AI systems scaled, new bottlenecks emerged. Fast data transfer between data centers became critical. High-bandwidth memory that allows AI models to retain context across interactions also grew in importance. Another pair of demand shocks followed.
In networking, Arista Networks roughly doubled after the Power Gauge turned bullish. Netgear rose more than 120 percent in a year. Lumen Technologies, focused on fiber networks, climbed as much as 800 percent in a matter of months. The Power Gauge had shifted bullish on the telecommunications industry early in the year after months of less constructive ratings, and individual signals on the leading names aligned with the subsequent price action.
Memory stocks followed. Sandisk rose more than 700 percent. Seagate climbed nearly 400 percent. Micron Technology advanced more than 800 percent. The Power Gauge turned constructive on the relevant industry group and issued bullish ratings on the individual companies ahead of those moves. These gains occurred even though many of the companies had previously received little mainstream attention as AI pure-plays.
A related mini-shock appeared in optical components that move data with light rather than copper. Coherent, Lumentum, and AXT all delivered triple-digit to multi-thousand-percent moves as AI operators sought faster, more efficient interconnects. The same demand-shock pattern repeated once more.
How the Power Gauge Detects These Shifts
Marc Chaikin built the Power Gauge after decades of working with some of the best investors in the business, including Paul Tudor Jones, George Soros, and Steve Cohen. In the late 1970s he created one of the early computerized systems that generated daily trade ideas. That work led to collaborations in which he helped codify the strategies of top managers. Along the way he developed an indicator that became standard on Bloomberg and Reuters terminals worldwide.
After leaving Wall Street, a personal experience in 2008 prompted a new direction. His wife’s retirement account suffered large losses under conventional management during the financial crisis. Chaikin decided to package the key factors he had observed the best investors using into a system ordinary people could apply. The result is the Power Gauge, which rates every stock and every industry group as bullish, bearish, or neutral each day. It draws on 20 factors that reflect institutional money flows, technical strength, and fundamental quality.
Back-testing and real-time use have shown consistent results. The system turned bullish on the semiconductor industry weeks before the post-ChatGPT surge. It did the same for information technology, industrials, utilities, telecommunications, and the memory-related groups in subsequent stages. Within those groups it repeatedly flagged the individual stocks that delivered the largest gains. Over the past decade it has been bullish on at least eight of the top ten performing stocks each year. In one recent year it turned bullish on 43 of the top 50 stocks.
The Power Gauge does not claim to predict every move. Markets involve risk, and past performance does not guarantee future results. What it does is surface the industries and individual names attracting institutional capital before those moves become consensus. That early signal has been the practical edge during each demand-shock phase of the AI market.
The Next Demand Shock and the Free Recommendation
AI capital spending continues at a high level. Large technology companies are investing hundreds of billions of dollars annually in infrastructure. Revenue growth at companies such as Nvidia has multiplied, and much of that cash is being reinvested. The result is continued pressure on every link in the chain that supports AI. The Power Gauge is currently tracking the next industry group expected to experience a major demand shock, with implications for 2027.
One stock already highlighted from a bullish-rated industry is Allient Inc. (ALNT). Allient specializes in precision solutions for motion, controls, and power quality. As AI expands beyond pure software into physical systems—robotics, automation, and related applications—these capabilities become essential bottlenecks. The electrical equipment industry is rated bullish by the Power Gauge, and Allient sits within that group as a focused pure-play. It is offered as a free recommendation for those who want a concrete example of the type of name the system is identifying at this stage.
The broader opportunity, however, sits in a short list of stocks assembled specifically for the next demand-shock wave. That list forms the core of a new special report called The AI Demand Shock Portfolio.
The AI Demand Shock Portfolio and Related Research
The AI Demand Shock Portfolio identifies a select group of companies positioned to benefit as the next wave of AI-related demand hits. Because demand shocks typically lift clusters of stocks rather than single names, the report includes multiple ideas. The selection process combines Power Gauge ratings with decades of market experience focused on institutional flows and industry leadership.
A second report, Five Companies Headed for ‘Infinite Value,’ examines businesses that meet enduring needs likely to grow with every advance in AI. These companies support functions that do not disappear—messaging, verification, logistics coordination, and similar infrastructure. The long-term value proposition is framed as essentially unlimited because the underlying demand is structural rather than cyclical.
A third report, The Worst AI ‘Landmine Stocks’ to Avoid Right Now, takes the opposite approach. It isolates widely held names currently carrying bearish Power Gauge ratings and showing signs of potential wealth destruction. Even strong companies can become poor investments if bought or held at the wrong time. The report is designed to help investors review existing holdings and consider whether any of those names should be reduced or avoided.
These three reports are available immediately upon joining the Power Gauge Report service under the current offer.
What Membership Includes
The Power Gauge Report is Marc Chaikin’s flagship research service. Subscribers receive a full year of new stock recommendations, monthly market analysis, and ongoing updates to the model portfolio. The model portfolio is kept intentionally focused, typically around ten high-conviction ideas at any time, so members always know the current highest-rated opportunities rather than sorting through dozens of older ideas.
Members also receive timely buy and sell alerts by email whenever a new recommendation is issued, an existing position is updated, or market conditions change in a material way. A dedicated members-only website houses the full history of alerts, portfolio updates, and research.
As part of the current offer, new members receive one free year of access to the Power Gauge Rating system itself. This is a streamlined version of the institutional tool. Users can enter any ticker and instantly see the current bullish, neutral, or bearish rating along with a breakdown of the 20 underlying factors. The system is designed for practical daily use on computer or phone without requiring advanced technical knowledge.
An additional special bonus is included for new members under this offer. Details of that item are provided on the order page; others have paid up to $2,999 for comparable access in other settings.
Daily market updates reach more than three million people across 148 countries. These notes cover the threats, opportunities, patterns, and trends the team is monitoring so members start each day with a clear view of the landscape.
Risk Management and Market Context
Every investment carries risk. The average gain since inception for the Power Gauge Report is 5.1 percent. Individual results vary widely, and it is possible to lose money. Testimonials from readers describe meaningful account growth, recovery of prior losses, and greater confidence in decision-making. Those results are not typical, and past performance does not guarantee future outcomes.
The Power Gauge has also been used to navigate downturns. During the 2022 bear market it turned constructive on energy at a time when the broader market was weak, and energy delivered positive returns while many other areas declined. Similar signals appeared ahead of earlier market stress periods. The approach is not to predict crashes with precision but to monitor real-time ratings across industries and shift toward areas showing relative strength when overall conditions deteriorate.
Historical demand shocks of comparable scale—railroads in the 1870s, electrification in the 1920s, the interstate highway system—occurred once in a generation or less. The current AI cycle is producing successive shocks in rapid sequence. That compression of timelines is what makes the present period unusual. It is also why timing and industry selection matter more than simply owning a broad AI basket.
Why Act Now
Demand shocks do not wait for consensus. By the time a theme dominates financial media, much of the early move has often already occurred. The Power Gauge is designed to surface the institutional flows that precede those moves. The current short list of ideas in The AI Demand Shock Portfolio is assembled for the next phase, not the last one.
The offer is structured as a risk-free trial. The regular annual price of the Power Gauge Report is $499. Under the present terms the price is reduced to $149. Members can review everything for 30 days. If they are not satisfied for any reason, a full cash refund is available with no further obligation. Access to the reports, the model portfolio, the Power Gauge Rating system for one year, the mystery gift, and ongoing alerts begins immediately upon enrollment.
The practical steps are straightforward. Review the secure order form that summarizes the full contents of the offer. Complete the enrollment. Within minutes the AI Demand Shock Portfolio, the Infinite Value report, the Landmine Stocks report, and access to the rating system become available. From that point forward, monthly recommendations, portfolio updates, and daily market notes continue for the full year.
Marc Chaikin’s stated goal is to give ordinary investors the same type of industry-level and stock-level visibility that institutional clients once paid thousands of dollars per month to obtain. The Power Gauge is the tool built for that purpose. The AI Demand Shock Portfolio is the current application of that tool to the next major wave of demand.
The pattern has repeated across semiconductors, servers, cooling, energy, networking, and memory. Each time, early identification of the industry and the leading names within it has produced substantial gains for those positioned ahead of the broader recognition. The next phase is already taking shape. Positioning before the capital wave arrives is the practical opportunity on the table today.
To get started, complete the secure order form. Instant access follows. The research, the ratings, the model portfolio, and the ongoing guidance are ready when you are.
