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$6B Team Just Unleashed Cinderella on a $2T Market
Cinderella isn’t looking for her glass slipper— she’s busy smashing the $2T media market to pieces.
Elf Labs spent a decade at the US Patent & Trademark office in a historic effort to lock up 100+ historic trademarks to icons like Cinderella, Snow White, Rapunzel and more — characters that have generated billions for giant studios. Now they’re fusing their IP with patented AI/AR to build a new entertainment category the big players can’t copy.
And the numbers prove it’s working.
In just 12 months they raised $8M, closed a nationwide T-Mobile–supported telecom deal, launched patented interactive content, and landed a 200M-TV distribution partnership.
This isn’t a startup. It’s a takeover. And investors are sprinting to get in.
Lock in your ownership now
This is a paid advertisement for Elf Lab’s Regulation CF offering. Please read the offering circular at https://www.elflabs.com/
THE MONEY IDEA💡
4 Surprising AI Companies to Buy
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Wall Street is fixated on Nvidia’s next earnings report, but some of the strongest AI opportunities are emerging quietly outside the mega cap spotlight. With help from Morningstar’s expert research team, we identified a second wave of companies positioned to benefit from AI through software, services, and essential infrastructure. In this week’s edition, we break down 4 surprising AI stocks to buy that offer meaningful value, strategic positioning, and far less hype than the usual headlines..
Let’s dive in.
We can’t be late to the AI party.
THE MONEY IDEA💡
4 Surprising AI Companies to Buy
Bottom Line: A wide-moat creative software giant the market fears AI will disrupt, even though Morningstar expects AI to strengthen Adobe’s economics over time.
Market Fear: Investors worry generative AI will bypass Adobe’s tools and pressure long-term subscription growth.
Analyst View: Morningstar sees Firefly, AI Assistant, and GenStudio enhancing workflows and improving stickiness.
Moat Driver: High switching costs tied to training, workflows, and file standards keep agencies firmly locked in.
Monetization Path: AI features enable premium tiers and new paid add-ons instead of cannibalizing the core business.
Valuation Gap: Morningstar sees Adobe trading well below fair value, offering wide-moat upside during sentiment weakness.
Do This Next: Start a small position and add on volatility as AI adoption proves additive rather than destructive.
Bottom Line: A global energy technology firm positioned to benefit as AI-driven electricity demand boosts natural gas and LNG infrastructure needs.
AI Load: AI data centers consume significantly more electricity than traditional computing, pressuring grid capacity.
Gas Advantage: Natural gas is the fastest scalable fuel source for new power plants needed to meet AI power demand.
Business Mix: Half of Baker Hughes’ operations are tied to natural gas and LNG equipment across long-cycle projects.
Structural Tailwind: LNG export growth and new gas-fired generation support durable multiyear equipment demand.
Value Setup: Morningstar sees a discounted valuation with 4-star upside and medium uncertainty.
Do This Next: Use BKR as a small infrastructure satellite position tied to long-term AI power demand.
Bottom Line: A narrow-moat IT services provider helping companies implement AI systems they cannot build alone.
Capability Gap: Most firms lack in-house engineers who can integrate AI into workflows, data, and customer apps.
Integration Role: Cognizant unifies legacy systems and cloud-based AI tools while managing compliance and security.
Sector Reach: Deep footprints in healthcare, banking, and insurance unlock diverse AI deployment opportunities.
Project Evolution: Pilot AI engagements often expand into recurring managed-services revenue streams.
Valuation Edge: Morningstar sees CTSH trading at a mid-teens discount supported by sticky, scaled client relationships.
Do This Next: Add CTSH to your second-wave AI basket if you want exposure to implementation rather than hardware.
Bottom Line: A high-yield midstream operator whose natural gas pipelines supply the power plants fueling AI data centers.
Power Hubs: AI data centers cluster near reliable gas-driven electricity, increasing demand for pipeline throughput.
Asset Strength: ET controls major US natural gas and NGL pipelines, storage facilities, and export infrastructure.
Income Appeal: A high distribution yield pays investors while AI-driven grid demand compounds over time.
Growth Drivers: New gas-fired power plants and LNG expansions could boost future capacity and contracts.
Discounted Value: Morningstar sees meaningful undervaluation with medium uncertainty and strong cash generation.
Do This Next: Use ET as an income-tilted AI infrastructure play if you’re comfortable with MLP structures.
More reasons to love Energy Transfer.
ACTION PLAN✅
Let’s Make Money Today!
Rebalance Smart: Shift a portion of crowded mega cap AI exposure into second-wave AI names that offer better value and lower risk concentration.
$ADBE ( ▲ 1.25% ) Add a starter position as Adobe’s wide moat and early AI monetization create long-term upside the market is undervaluing.
$BKR ( ▲ 0.81% ) Build small exposure to Baker Hughes as AI-driven electricity demand accelerates LNG and gas infrastructure growth.
$CTSH ( ▲ 4.3% ) Accumulate Cognizant for practical AI implementation and services demand across healthcare, finance, and enterprise IT.
$ET ( ▼ 0.72% ) Add Energy Transfer for high-yield income tied to natural gas pipelines supplying the power plants AI data centers rely on.
If you’re looking for more smart, actionable ideas beyond this week’s picks, we’ve gathered a short list of other high-quality newsletters worth your time.
See our curated picks here — practical insights on money, work, and life from trusted sources.
QUOTE CORNER📄
Quote of The Week
-Champion’s Mindset
Wall Street Isn’t Warning You, But This Chart Might
Vanguard just projected public markets may return only 5% annually over the next decade. In a 2024 report, Goldman Sachs forecasted the S&P 500 may return just 3% annually for the same time frame—stats that put current valuations in the 7th percentile of history.
Translation? The gains we’ve seen over the past few years might not continue for quite a while.
Meanwhile, another asset class—almost entirely uncorrelated to the S&P 500 historically—has overall outpaced it for decades (1995-2024), according to Masterworks data.
Masterworks lets everyday investors invest in shares of multimillion-dollar artworks by legends like Banksy, Basquiat, and Picasso.
And they’re not just buying. They’re exiting—with net annualized returns like 17.6%, 17.8%, and 21.5% among their 23 sales.*
Wall Street won’t talk about this. But the wealthy already are. Shares in new offerings can sell quickly but…
*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.