--- title: "The Dip Before the Next AI Boom" description: "The current tech selloff, with the Nasdaq down 2.6%, is seen as an opportunity by savvy investors. Experts believe we are entering \"Phase 2\" of the AI revolution, where AI begins to drive real busines" type: "news" locale: "en" url: "https://longbridge.com/en/news/254207790.md" published_at: "2025-08-22T15:25:31.000Z" --- # The Dip Before the Next AI Boom > The current tech selloff, with the Nasdaq down 2.6%, is seen as an opportunity by savvy investors. Experts believe we are entering "Phase 2" of the AI revolution, where AI begins to drive real business results. Despite recent market volatility, AI demand and spending are surging, with projections of $3 trillion in global AI spending by 2029. This growth is expected to boost U.S. GDP and stock markets. Investors are encouraged to look for pullback entries in AI stocks and prepare for potential "AI Income Events" that could yield significant returns. **Editor’s Note:** JR here. While everyone’s panicking about this week’s tech selloff, the smartest investors are seeing something completely different – opportunity. Yes, stocks have been sliding. The Nasdaq is down 2.6% over five days, and headlines are screaming doom. But here’s what they’re missing: **the AI revolution is just hitting its stride.** We’re not talking about the early experimental phase anymore. We’ve entered what our experts call “Phase 2” – where AI stops being a cool concept and starts driving real business results. The time for investors to act is now. That’s why I’m excited to share this special analysis from my colleague Luke Lango. He’s identified what he calls “AI Income Events” – powerful price surges that occur when companies successfully harness AI’s multiplier effect. The essay below breaks down exactly how this system works and why current market volatility is actually creating the perfect setup for the next wave of AI Income Events. I encourage you to read it in full. Once you have, you can learn more about the AI Income Challenge right here. * * * Here we are again. Stocks slid this week, with tech taking most of the hit. On Thursday, the S&P 500 fell for a fifth straight day, and the Nasdaq is down about 2.6% over the last five days. UPDATE AS NEEDED Headlines screamed… but before you hit the panic button, let’s break down what’s really happening. This pullback isn’t about one catalyst. It’s a cluster of small ones: - Investors digesting hot inflation prints. - Jitters ahead of Fed Chair Jerome Powell’s Jackson Hole speech. - Weak earnings from **Target Corp. (**TGT**)** and **Walmart Inc. (**WMT**)** stoking consumer-spending worries. That’s plenty to weigh on stocks near term, but none of it ends the bull market. They’re distractions. So let’s zoom out to the one force still powering this market higher. Then, we’ll zoom in on the system my members use to spot when a stock is about to break out because of this phenomenon. Plus, I have a challenge for you – one that could put you ahead of 99% of investors… ## **The Real Driver Since 2022** The setup was ripe for a dip: stocks “priced for perfection,” crowded positioning, and Powell anxiety. The selloff is a release valve—an overdue reset inside a strong uptrend. The fundamentals haven’t changed. The economy looks solid, inflation is easing, and rate cuts remain on the horizon. And the driver since late 2022 hasn’t changed either: artificial intelligence. AI demand is accelerating, spending is exploding, and profits tied to AI are swelling. For example: - Big Tech —including **Alphabet Inc. (**GOOGL**)**, **Amazon.com Inc. (**AMZN**)**, **Microsoft Corp. (**MSFT**)**, and **Meta Platforms Inc. (**META**)** — are expected to spend a $750 billion on data centers over 2025–2026, with global AI spending projected to hit $3 trillion by 2029. - This unprecedented AI spending is materially boosting U.S. GDP (adding around 0.7 percentage points), helping to lift stock markets even amid broader economic uncertainty - Infrastructure AI “enablers” are posting strong second-quarter results and skyrocketing. Shares of **Willdan Group Inc. (**WLDN**)**, which specializes in energy efficiency for data centers are up 175% year‑to‑date. **CBRE Group Inc. (**CBRE**)** and **Primoris Services Corp. (**PRM**)** have also reported strength tied to the data-center buildout. That’s why stocks, as a whole, are up close to 10% this year. Right now, we’re in between catalysts. Soon enough, we’ll get the next big jolt —**Nvidia Corp. (**NVDA**)** earnings later this month. If history holds, another blockbuster report could reignite AI enthusiasm and put the market back in gear. So, what do we do in the meantime? So what do we do in the meantime? Look for pullback entries in your favorite AI names — smart for long-term gains. But AI is also creating the biggest, fastest moves I’ve seen. I call them “AI Income Events” — and most investors miss them. With these moves, you can pursue income far faster than simple buy-and-hold. Many of my members are doing exactly that with a system my team built called Nexus, which helps us zero in on when a stock enters Phase 2—the growth phase. Let me tell you about it… ## **The Moment AI Sparks a Surge** AI Income Events are powerful price surges when a company meaningfully integrates AI. Recent examples: - **AppLovin Corp. (**APP**)** +500% in five months. - **SoundHound AI Inc. (**SOUN**)** +300% in three months. - **Palantir Technologies Inc. (**PLTR**)** +290% in five months. - **Super Micro Computer Inc. (**SMCI**)** +233% in just two months. - **BigBear.ai Holdings Inc. (**BBAI**)** +100% in weeks. AI isn’t just another tool—it’s a multiplier, It boosts efficiency, decision-making, marketing, product development, customer engagement—everything. Companies that adopt AI don’t inch forward – they leap. On Wall Street, that shows up as sudden bursts of hypergrowth. That’s Phase 2. Phase 1 is build-and-experiment. Phase 2 is when AI drives results — and where the biggest gains tend to happen. AI itself is in Phase 2 now, so this window won’t stay wide open forever. The easy triple-digit runs will get rarer within a year. That’s why I built **Nexus**, a proprietary behavioral-analytics system that spots when a stock is about to enter Phase 2. It cuts through hype to flag real-time breakouts across sectors (especially AI Income Events). When Nexus lights up, behavior is shifting: Traders pile in, institutions move money, and Wall Street wakes up. If you’re positioned, you can ride the wave — potentially to 200%, 300%, even 400%+ gains. Volatility isn’t a threat. With the right system, it’s your edge. Which brings me to my challenge… ## **My Challenge to You** The challenge is simple: Generate $30,000 in the next six months by targeting AI Income Events? Over the next six months, I want you to see how **AI Income Events** can transform your portfolio. Using my Nexus system, you’ll get alerts on exactly which stocks are entering Phase 2 and when to act. With Nexus, you can participate in the most powerful technological revolution of our lifetimes – and capturing the wealth creation that comes with it. Pullbacks like the one we’re seeing now aren’t threats… they’re invitations. They shake out the weak hands and prepare the ground for the next big move. The only question is: *Will you be ready?* I just put together a **special free broadcast** going into far more detail on Nexus – and on how it this strategy beats dividends, bonds, options, or any other “traditional” income strategy by 40X. **Click here to join me in the AI Income Challenge and start targeting your first $30,000 in cash.** **Luke Lango** Editor, *Hypergrowth Investing* ### Related Stocks - [AI.US - C3.AI](https://longbridge.com/en/quote/AI.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 甲骨文的最悲观假设：若 AI 数据中心合同全部终止 | 伯恩斯坦极端压力测试显示，即便 OpenAI 等 AI 客户完全撤单，甲骨文仅凭核心数据库与企业云业务仍可支撑每股 137 美元估值，较当前股价下行空间仅 15%，安全边际清晰。研报同时拆解市场担忧：2480 亿美元租赁合同年度风险敞口仅 | [Link](https://longbridge.com/en/news/275745631.md) | | OpenClaw 之父爆猛料：Meta 和 OpenAI 跪着抢人，小扎亲自求收购 | 在一场重磅播客访谈中，OpenClaw 之父 Peter Steinberger 透露，Meta 的扎克伯格和 OpenAI 的 Sam Altman 都在积极拉拢他，甚至扎克伯格亲自表示对 OpenClaw 的赞赏。两大科技巨头同时争抢人 | [Link](https://longbridge.com/en/news/275962731.md) | | “硬件防御” 对冲 AI 焦虑，苹果与纳指相关性创 20 年新低 | AI 浪潮下，苹果因未深度卷入军备竞赛，与纳指相关性创 20 年新低，成为科技股动荡中的 “避风港”。在 AI 投资回报存疑及软件业面临颠覆的焦虑中，苹果凭借不易受冲击的硬件生态逆势突围。尽管存在估值偏高及增长放缓压力，其独特的 “AI 中 | [Link](https://longbridge.com/en/news/276301841.md) | | 马斯克的 “新大饼”：月球基地 | 马斯克以 “月球基地 Alpha” 新叙事替代火星计划，拟在月球制造并发射 AI 卫星以突破算力瓶颈。此举旨在整合 SpaceX 发射能力与 xAI 算力需求，打造差异化估值，虽技术壁垒极高，但为合并实体注入增长想象。 | [Link](https://longbridge.com/en/news/275864051.md) | | 沃尔玛｜8-K：2026 财年 Q4 营收 1889 亿美元超过预期 | | [Link](https://longbridge.com/en/news/276329482.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.