Welcome to the NEW Transformity Research Ultra Growth Research Newsletter 2.0: How AI Revolution 2.0 Is Multiplying TR Research Value 10× And Your Portfolio 5X+
Dear Current and Former Subscribers,
Look--- AI Revolution 1.0 was all about training and stuffing Large Language Models with billions and billions of searchable pieces of content — accessed via a chatbot.
And BOY did our subscribers and money management clients make a fortune in the last 36 months with our stock research and stock picks!!
But I hear ya, "OK Toby, we made a fortune in the last 36 months with your Transformity Research AI 1.0 Portfolio--but what have you done for us lately??
Well--the great news is we are now deep into the AI Revolution 2.0 — what I have come to regard as "The Age of Inferential AI " where Claude AI/OpenAI's ChatGPT/Perplexity are actually CREATING amazing content and solutions that are literally reducing research and content production time by 80-90 percent — with quality and citations equal to at least three highly experienced researchers and content editors working 45 to 50-hour weeks.
NET NET: I truly think the upside to The Age of Inferential AI will make you and me and my wealth management clients EVEN MORE new wealth in the next 3 years--and we now product now have 15 brand new FREE research reports to back that up~
As a TR Ultra Growth investor, I really want you to have access to the highlights of these 15 separate summary research reports we have DEEPLY researched and recently created with my Claude AI partner, "Claudius Maximus."
And for former TR Ultra Growth subscribers--I want you to experience TR Ultra Growth Investing 2.0 RISK FREE.
Note: My condolences to the finance research majors who would have taken years of expensive college courses and months to research, create, update, and publish the following reports.
Key Point: The FULL in-depth reports and buy list on the most investable stocks we recommend owning for the Age of Inferential AI will be posted behind our paid-subscriber content firewall at TransformityResearch.com for paid subscribers of course
To upgrade to a paid subscriber -- for just $97 for one year/$149 for two years click here and get on the TR Ultra Growth Investor 2.0 team!
The 13 Age of Inference AI Research Reports — Now Live for Paid Subs/Free WaveWire Subscribers (for a very limited time!)
| # | Report | What It Decodes |
|---|---|---|
| 1 | CPO + Optical Networking Ecosystem | The optical interconnect supercycle that solves the AI data bottleneck — POET, Credo, Lumentum, Coherent, AAOI, AXTI, plus the UMC/HyperLight TFLN photonic foundry partnership. The plumbing of every AI data center. |
| 2 | AI Semiconductor Fabs and Equipment | The makers of the picks and shovels for the entire buildout — Lam Research, Applied Materials, KLA, Onto, GFI, and ICHR. Every wafer fabbed runs through these names. |
| 3 | Agentic AI Ecosystem | The autonomous agent layer — Salesforce Agentforce, Palantir, ServiceNow, edge AI silicon. |
| 4 | Battery Energy Storage and Off-Grid Power Systems | The grid-scale storage thesis — Tesla Energy, Bloom Energy, Plug, GEV, Fluence, NextEra, Vistra. How AI data center power demand pulls BESS deployment. |
| 5 | ACM | A focused single-name deep dive — China-exposed semiconductor cleaning equipment with 70%+ revenue growth despite tariff overhang. |
| 6 | NVIDIA 800V AI Factory | The Vera Rubin power transformation — why 800V DC is replacing 48V, and the extreme thesis on Navitas Semiconductor (NVTS) as the silicon-carbide bottleneck. |
| 7 | Nuclear AI Power Report | While we wait for Small Modular Reactors for hyperscalers — Cameco, Constellation, BWXT, NexGen, Talen Energy. Why hyperscalers need 125 GW of new clean power by 2030. |
| 8 | Training vs Inference Ecosystem | How the workload shift from training to inference reshapes returns — and which stocks win when 90% of compute moves to inference. |
| 9 | UALink Anti-NVIDIA Coalition | The challenger interconnect standard — AMD, Intel, Broadcom, Cisco, Meta, Microsoft, and Google's coordinated answer to NVLink. |
| 10 | Verseon Research Initiation Note | Pre-IPO AI drug discovery thesis — proprietary DQM platform, VersAI neural network, eight drug programs at 100% candidate-to-program success rate. |
| 11 | Zero Carbon Power Landscape | Nuclear, hydrogen, geothermal, BESS — the pure-play map of carbon-free electricity generation feeding the AI buildout. |
| 12 | Neocloud Hyperscaler Report | CoreWeave, Nebius, Hut 8, Cipher, Applied Digital — the GPU-as-a-Service revolution and which neoclouds win the inference era. |
| 13 | AI Data Center ETF Report | Three ETFs decoded — AIPO (Defiance pure power), BAI (BlackRock active AI), AIVC (Amplify equal-weighted). The vehicles for diversified exposure to AI infrastructure. |
Total Research library SRP value: $1,039.35 | Included with your Ultra Growth subscription . . . and did I mention that our Ultra Growth portfolio ( including the 2X-3x ETFs we trade in our TR Discord Trading site, which I think EVERYONE should join, is up over 125% since Jan 2??)
Here is what You NOW Get Every Week, Every Month, Every Trading Day
with the new TR Ultra Growth Research System
• Every Monday Morning — Top 20 Highest Rated Stocks list refreshed weekly. The 20 highest-scoring names across our 252-ticker universe, ranked by the proprietary Hotlist Score (Quant + Wall Street + SA Analyst + Momentum). Entry and exit alerts as positions move in and out of the Top 20.
• Every Month — Master List Top 50 Ratings Update — full refresh of all 252 tickers across the Transformity 15 ecosystems. Every Quant, Wall Street, SA Analyst, and Momentum score is updated. Every Hotlist Score recomputed. Ecosystem rotations and rating changes flagged.
• Every Trading Morning (All-Access Plus / Discord Trading Room) — Pre-Market Catalyst Briefing — overnight news catalysts hitting any Master List position. What moved overnight, why it matters, and what the trading day implications are — delivered into Discord just after the bell. Plus short-term bets of 2-3X leveraged ETFs that work their way into the Buy Zone!
As one All-Access member said recently, "Toby, your SOXL trade from last year just netted me 10X -six figures, bro! I Love TR All-Access Discord Room!
Three Ways to Subscribe to TR Age of AI Inference 2026-2030 Portfolio
| Subscription | Price | What You Get |
|---|---|---|
| TR Ultra Growth | $97/yr or 2-year $147 👆 Click the annual price to subscribe | Your core subscription. The 13-report Age of Inference research library, weekly Top 20 Highest Rated Stocks list, monthly Master List Ratings refresh across all 252 tickers, and live access to the Master Ratings Workbook. Built around the AI Revolution 2.0 thesis and the Transformity 15 ecosystem framework. The full intelligence stack of an institutional research desk — refreshed continuously — for less than $2 per week. |
| TR Ultra Monthly Income | $149/yr 👆 Click the annual price to subscribe | For income-focused subscribers. Curated monthly-paying dividend ETFs and option-writing strategies targeting 8–12% monthly yields with hedged downside. Position updates as new monthly payors come to market. The Hulbert-ranked income approach is refreshed for the AI Revolution 2.0 era. Pairs with Ultra Growth as a complete portfolio solution. |
| All-Access Plus / Discord Trading Room (includes Ultra Growth + Ultra Monthly Income) |
$495/yr or $795/2yr 👆 Click the annual price to subscribe | Both newsletters above PLUS direct text/Messenger/email access to Tobin Smith and the team during market hours. Pre-Market Catalyst Briefing every trading morning. Live trade calls on the fast-moving micro and small-cap names that move too fast for email alerts. The room where 5–10X option and small-cap winners get called in real time. The most valuable service we offer. |
✓ 90-Day Money-Back Guarantee Across All Three Subscriptions
Coming Later This Week
• All 15 Age of AI Inference ecosystem reports with their primary stocks will be posted on the website for PAID SUBSCRIBERS. The Transformity Research's 15 Age of AI Inference framework research covers every layer of the AI buildout, from chips to semi equipment to cooling to power to applications.
• TR Ultra Monthly Income positions update — after this great run from the April 2 bottom, look for many new 5–10% MONTHLY dividend-paying ETFs joining the portfolio.
What This Means for Your Growth Stock Portfolio
When AI Revolution 2.0 hands a research publisher the ability to produce 15 AI Inference ecosystem reports — each at the depth and quality of a Wall Street institutional research note — in the time it used to take to write one, the value equation for subscribers changes permanently.
You're not paying for one analyst's opinion anymore. You're getting the synthesized intelligence of an entire research desk, refreshed weekly with the Top 20 Highest Rated Stocks list, monthly with full Master List Ratings updates, and continuously with the Master Ratings Workbook that tracks 252 unique tickers across 15 ecosystems.
This is what AI Revolution 2.0 looks like in practice--Join Us!
Tobin Smith
CIO, Transformity Research Group
PS --Our average year-over-year 2025-2026 growth portfolio returns at TR Wealth Management are
IF are ready to have our TR Wealth Management LLC manage your growth stock portfolio or monthly income portfolio ($500,000 minimum) for you, contact Marjorie Sutherland-Smith at marjorie6116@gmail.com or text her at 301 520-9610 to set up a meeting