The AI bubble — the one everyone swore would keep going up forever — is deflating.
Nvidia, the poster child of the whole boom, just gave back close to a trillion dollars in value. In weeks. Bloomberg reported it slid all the way back to where it sat before the AI mania even began.
The chip stocks followed. The hype names followed. And millions of regular investors are watching their screens turn red — most of them just holding on, hoping it bounces back.
But a crash doesn’t make everyone poorer. The people who walk away richer aren’t the ones riding it down — and they’re not the cowboys shorting it, either.
They put their money into a basket of alternative strategies — smart ways to play this market that have nothing to do with the overpriced AI names everyone else is crowded into.
No nerves of steel. No betting against the market. And not a single stock sold short — which, for most regular investors, is a fast way to lose money even when you’re right about the direction.
My name is Jim Smith. I’m the chief editor of Chairman Club. And I’m going to show you the basket of alternative strategies a small group of readers is using to play what comes next — without shorting, without gambling, and without watching their savings bleed out with everyone else’s.
I’m not here to scare you. You’ve felt it yourself. But don’t take my word for it — take theirs.
The level of AI investment looks “very similar” to the dot-com bubble.
— RAY DALIO, EARLY 2025
He believes we’re in a bubble.
— SAM ALTMAN, CEO OF OPENAI, AUG 2025
“The most anticipated example in history” of a market bubble.
— AUSTRALIAN FINANCIAL REVIEW, SEP 2025
Read that middle one again. The man who started the AI boom told you it was a bubble. Everybody could see the cliff. Almost nobody stepped back from it. And now the fall has started.
“I don’t own AI stocks — so I’m safe.”
Maybe that’s the thought keeping you calm right now. It’s the most expensive one you can have.
The AI trade isn’t a corner of the market anymore. It is the market. AI-linked companies have added roughly $27 trillion in value in three years — about 36% of the entire U.S. stock market (Goldman Sachs, via The Atlantic). A handful of names now sit inside almost every index fund in the country.
So when they crack, they don’t fall alone. They drag the whole index down with them — your 401(k), your IRA, the “safe” S&P 500 fund you never think about.
And it doesn’t stop at stocks. The Wall Street Journal reports the U.S. economy has become hooked on AI spending — data-center build-outs and rising stock portfolios have propped up growth, and a reversal could tip the country toward recession. That reaches your job, your home, your savings.
We’ve watched this movie twice. Both times, the people who “didn’t own the bubble” got hit anyway.
S&P 500 · DOT-COM BUST · 2000–2002
−49%
The broad market — not just tech — nearly cut in half. It took about seven years to recover.
S&P 500 · 2008 CRISIS · LEHMAN COLLAPSE
−57%
People who never touched a subprime mortgage watched their retirement fall by more than half.
Charts are illustrative of approximate peak-to-trough declines in the S&P 500 (2000–2002 and 2007–2009). Past market events do not predict future results.
Not owning AI stocks won’t save you. When this trade unwinds, it takes the whole market with it. The only real protection is to already be positioned somewhere else when it does.
Three ways out. Two of them bury you.
When a bubble pops, you get three moves. Pick either of the first two and it costs you years.
RIDE IT DOWN
✕ DEAD END
Freeze, hold, and watch your AI stocks sink with the crowd. Most people never bet against the bubble at all — they just absorb the loss.
SHORT IT
✕ DEAD END
Bet against the bubble the hard way. Your losses can be unlimited. One squeeze wipes you out. And bad timing can cost you everything — even when you’re dead right about the direction.
PLAY IT DIFFERENTLY
✓ THE SMART PATH
Step out of the crowded, overpriced AI trade and into a basket of alternative strategies — ways to grow and protect your money that don’t depend on the bubble staying up. No betting against anything. No unlimited risk. No short-selling. Just knowing which moves to make — and when.
While your neighbor watches his 401(k) sink with the AI names, your money is spread across a basket of alternative strategies — plays that were never tied to the overpriced AI trade in the first place.
You didn’t short a thing.
You didn’t gamble. You didn’t stare at a screen all day. You just knew what to own before the crowd worked it out — and you got a clear signal that told you when to move.
This was never about being braver than the crowd. It’s about being positioned differently from it — while everyone else piles into the same handful of AI names.
One thing kept regular investors out of moves like these: knowing which ones to make, and when. That’s what Chairman Club hands you — every morning, in plain English.
Every morning before the open, I send you one thing: a clear read on the AI bubble — and exactly what to do about it. Not noise. Not hype. Not another “AI will change the world” think piece.
You get the moves my team is making across a basket of alternative strategies, the plain-English reasoning behind each one, and the alert that tells you when to act — never once by short-selling or betting against the market.
✕
NO SHORT-SELLING
✕
NO MARGIN
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NO DAY-TRADING
✕
NO JARGON
Real-time buy & sell alerts from every Chairman Club model portfolio.
Exclusive market insight from the Chairman Club strategists.
A member-only site with every open position and live performance.
A daily briefing on the key developments and any portfolio changes.
This isn’t a tip service. It’s a playbook. In a market like this one, knowing what to do is the only edge that matters.
Our call wasn’t the AI. It was what powers it.
While the crowd piled into overpriced AI names, Chairman Club issued a Strong Buy on MP Materials (NYSE: MP) — America’s rare-earth miner. Rare earths are the raw material behind the magnets, chips, and hardware the whole boom runs on. You don’t bet on the hype. You own the picks and shovels that supply it.
MP ran to $68.98 a share — where we told readers to take profits and get out. The stock now trades near $41.30, so the call to exit looked as smart as the call to buy.
MP MATERIALS (NYSE: MP) · ~$10 (2020) → EXIT AT $68.98
About $10 → $68.98 a share — a 6.9× round trip, no short-selling required.
MP MATERIALS (NYSE: MP) SHARE PRICE · MAX
And MP Materials is just one play in the basket. Here are two more from our track record:
ROBINHOOD (HOOD) · 2021 → 2026
+149.6%
Strong Buy at $38.00 → about $94.86 — roughly 2.5× the IPO price.
PALANTIR (PLTR) · 2020 → 2026
+1,130%
Strong Buy near $10.00 → about $122.92 — roughly 12.3×.
When you start your risk-free trial, you get instant access to everything below.
BONUS #1
The AI-Bubble Playbook
The basket of alternative strategies we use to play the AI bubble — no short-selling — and the signal for when to move.
BONUS #2
Grand Slam Investor
A Special Report revealing 7 companies poised for an immediate breakout — each chosen for its superior short-term profit potential in today’s market.
BONUS #3
AI Survival Guide
Jim’s latest report on where the AI market is headed, the risks every investor must prepare for, and the steps to protect and grow your money in the months ahead.
INSIDE THE AI SURVIVAL GUIDE
Jim’s latest special report details where the AI market is headed, the specific risks every investor needs to prepare for, and the exact steps he believes you should take right now to protect — and potentially grow — your money in the months ahead.
EVERYTHING YOU GET TODAY
Chairman Circle membership — the daily 7:00 AM briefing, real-time buy & sell alerts, and the member-only site.
The AI-Bubble Playbook — the basket of alternative strategies, and the signal for when to move.
Grand Slam Investor — 7 companies poised for an immediate breakout.
AI Survival Guide — Jim’s latest report on what’s coming and what to do about it.
A $299 value — yours today for just $47 with code CHAIR2026.
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Everything you get the moment you join.
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That’s under a dollar a week for market intelligence that, until recently, only reached people already on the inside. But I don’t want price to be why you hesitate — not with the clock running like it is.
Risk Nothing. Keep Everything.
Try Chairman Circle for a full 30 days. Read the briefs. Use the data. Follow the moves as they happen. If at any point you don’t feel you’re getting real signal you can’t find anywhere else, email or call my team and cancel. You’ll get every penny back — no questions, no hard feelings. And anything you’ve already received is yours to keep. No matter what.
[ THE ONLY WAY TO LOSE HERE IS TO DO NOTHING. ]
QUESTIONS
Who is this for?
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Investors who want to follow the smart money instead of guessing — to see exactly how the billionaires are positioning against the AI bubble: Ray Dalio’s Bridgewater, Warren Buffett’s Berkshire Hathaway, Carl Icahn, and more. We track their moves and turn them into steps you can take yourself — no short-selling required. How you act on it is always your own call.
What exactly do I get each day?
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LAST CALL
The smartest investors in the world told you this was a bubble — and they were right. The public names are falling. You don’t have to fall with them, and you don’t have to short a single stock to come out ahead.
SEE MY SPECIAL OFFER →
[ 30 DAYS · RISK NOTHING · KEEP EVERYTHING ]
P.S. — Look at what just happened. Dalio, Altman, the financial press — they all told you it was a bubble, and the public names are proving them right. But you don’t have to ride it down with the crowd, and you don’t have to short a single thing to come out ahead. There’s a smarter way to play what’s next — following the exact moves the billionaires are making — and I’ll hand it to you every morning. Thirty days, no risk, and you can see for yourself before you’re out a cent. I’ll be in your inbox at 7:00 AM.
Jim Smith
Chief Editor, Chairman Club