Revealed: Alexander Green's "AI Phase 2" Stocks

Alexander Green claims AI is moving into phase 2, and if you buy certain phase 2 stocks, it'll be like buying Microsoft back in the 80s. But he won't give you the stocks unless you pay him money. However, I sat down and watched this hour-long presentation and was able to figure out the stocks based on the clues in the presentation. In this video, I'm not only going to show you how I figured out the stocks, I'm going to reveal them completely free and most importantly, tell you whether or not the stocks are a buy. There's lots of stocks to uncover, so we're just going to jump right into things. The big argument here is that AI is now entering what Alexander Green calls phase two. Phase one was about building the infrastructure. Chips, data centers, cloud computing. That's where companies like Nvidia made their big gains. But phase two is about actually using AI to transform business. And the biggest shift is in aic AI. Instead of simply answering questions like chatbt, AI agents can be given an entire job to complete like researching, analyzing data, negotiating purchases, or running parts of a business on their own. Greed's argument is that the next massive AI winners may not be the companies building AI anymore, but the companies using it to completely disrupt industries. And for his first stock, he's pitching an AI powered cyber security platform. He says the first company offers a unified cyber security system that monitors devices, cloud workloads identities login and employee behavior from one one platform. Additionally, Green leaves the following clues. Its platform includes more than 20 security modules. Approximately 70% of Fortune 100 companies use it. Its AI reportedly helped detect North Korean operatives posing as legitimate remote employees. Customers would otherwise need to combine numerous separate security products and management has outlined a path towards $10 billion in annual recurring revenue. The stock being pitched here is Crowd Strike, ticker CRWD. Crowdstrike is one of the largest cyber security companies in the world, best known for its Falcon platform. Instead of selling a bunch of separate security products, CrowdStrike combines things like endpoint protection, threat detection, identity security, and cloud protection into one platform. The big advantage is that Crowdstrike collects enormous amounts of security data across its customer base and uses AI to detect suspicious behavior before it turns into a major breach. Its customers include some of the largest companies and organizations in the world, which also creates strong recurring revenue and high switching costs. So, CrowdStrike isn't just selling anti virus software. It's trying to become the central cyber security platform business used to protect their entire digital operation. Here is the Crowd Strike scorecard on core business. We give it a 9 out of 10. Cyber security is becoming one of the most important facets of society and Crowd Strike has built one of the strongest cloudbased security platforms in the industry. Growth, we'll give it a 9 out of 10. Revenue grew 26% year-over-year last quarter while annual recurring revenue reached 5.5 billion, up 24%. That's excellent growth for a company already operating at this scale. Financial strength will give a 9 out of 10. Crowd Strike has about 4.6 billion in cash versus only 750 million of senior notes and it generated roughly 468 million in free cash flow last quarter. Competitive advantage 9 out of 10. The Falcon platform now offers 33 cloud modules giving customers the ability to consolidate multiple cyber cyber security products into one system. The more products a customer uses, the harder it becomes to replace CrowdStrike. AI opportunity 9.5 out of 10. Cyber attacks are becoming more sophisticated and AI creates new threats and new ways to defend against them. Crowd Strike is positioned right in the middle of that trend. Valuation 6.5 out of 10. This is where I'd be more cautious. Crowd Strike is still valued at roughly 57 billion, so investors are already paying a premium for a lot of the future growth. Overall, I'd give Crowd Strike an 8.7 out of 10, and I would give it a buy rating. I really like Crowd Strike as a company. It has strong growth, recurring revenue, a great balance sheet, and one of the best long-term opportunities in cyber security. My biggest issue is simply valuation. So, I wouldn't chase this stock just at any price. I'm going to reveal the rest of the stocks in 15 seconds, but before I do, I want to tell you about my free report on the top 10 stocks to buy and hold right now. These are companies I believe have the best mix of strong long-term potential and growth. When you're done watching, click the link in the description, enter your email, and I'll send it straight to your inbox. Here's clues for stock number two, which Green calls a warehouse automation and robotics company. The second stock provides large robotic warehouse systems that use AI to move, organize, and retrieve merchandise. The pitch focuses heavily on Walmart. Walmart tested this technology beginning in 2017. It initially committed to installations at 25 distribution centers. It's it later expanded the relationship to all 42 regional distribution centers. Walmart sold its competing robotics division to the company for $200 million. The company also signed a 520 million commercial agreement. Other customers reportedly include Target, Albertson's, and CS Wholeole grocerers. Each installation may cost roughly 50 million. The company reportedly has 22.3 billion in contracted future revenue. management estimates a 432 billion addressable market over 15 years. This is obviously Symbotic, ticker S YM. Symbotic is a warehouse automation company that uses AI, robotics, and software to help large retailers move products through distribution centers faster and more efficiently. Its system uses fleets of autonomous robots to store, retrieve, and organize merchandise inside highly automated warehouses. What makes Symbotic especially interesting is the scale of its customer base. Walmart is its biggest partner and the company also worked with major retailers and distributors like Target, Albertson and CSL grocerers. These systems are extremely expensive to install, but once a warehouse is built around Symbotic technology, switching to another provider can be difficult and costly. So, Symbotic is basically trying to become the operating system for large-scale automated warehouses. Now, let's look at the scorecard for Symbotic. core business, I'll give an 8.5 out of 10. I really like the business model. Symbotic is solving a real problem for massive retailers by automating warehouses with AI. And once these systems are installed, they become extremely difficult and expensive to replace. Growth, we'll give a 9 out of 10. Growth is very strong. In the most recent quarter, revenue reached $720 million, up 22% over the year, while adjusted IBIDA more than doubled to 95 million. Management is also guiding for as much as 780 million in revenue next quarter. Financial strength will give 8.5 out of 10. Symbotic ended this quarter with around 1.7 billion in cash and the company now has become profitable. Free cash flow can still be volatile quarter to quarter, but through the first 9 months of fiscal 2026, it generated about 243 million in free cash flow. Growth pipeline 9.5 out of 10. This might be the most impressive part of the company. Symbotic currently has around 22.5 billion in contracted backlog, 77 systems being deployed and 56 already operational. That gives the company years of potential businesses already lined up. AI and automation will give a 9.5 out of 10. The long-term opportunity is enormous. Warehouses are under pressure to become faster, cheaper, and less dependent on labor. And Symbotic is directly positioned to benefit from that transition. Risk will give a 6.5 out of 10. The biggest issue is Walmart. It has been an incredibly valuable partner, but Symbotic is heavily dependent on that relationship. Even Symbotic specifically lists its dependency on Walmart as a major business risk. Valuation will give a six out of 10. This still isn't a cheap stock. Investors are already pricing in years of strong growth. So, if deployment slows down, margins disappoint, or Walmart relationship changes, the stock could get punished pretty quickly. Overall, I'll give Symbotic a 8.4 out of 10, and I'll rate it a buy. I like Symbotic quite a bit. The growth is strong, profitability is improving, the backlog is enormous, and wareh and warehouse automation could become a massive long-term market. But this is definitely riskier than CrowdStrike. Now, let's look at the clues for the third stock, which Green calls an AI platform for the pharmaceutical industry. The third company provides software used by pharmaceutical businesses to manage clinical trials, regulatory documents, FDA submissions, compliance, and sensitive drug development data. The presentation claims 19 of the 20 largest biofarma companies use this platform. Customers have remained on it for an average of more than a decade. Net revenue retention remains over 100%. Customers are being required to migrate from a legacy system to a newer AI powered platform. More than 125 customers have already completed the migration. New AI agents for regulatory and clinical work are scheduled to launch in 2026. Additional clinical data AI products are expected later in the year. This is Viva Systems, ticker Ve. Viva Systems is a cloud software company built specifically for the life sciences industry. Its platforms help pharmaceutical and biotech companies manage things like clinical trials, regulatory submissions, compliance, customer relationships, and sensitive drug development data. Company is now pushing customers towards its newer AI powered vault platform where it plans to build AI agents for regulatory and clinical work. So Viva is essentially trying to become the core operating software behind the entire drug development process. And now the Viva system scorecard core business 9 out of 10. Viva has built a very attractive business around software that pharmaceutical and biotech companies actually need to run critical parts of drug development, regulatory compliant compliance and commercialization. More than 80% of its revenue comes from subscriptions which gives the business a strong recurring revenue foundation. growth. We'll give an 8 out of 10. Growth isn't explosive, but it's very consistent. The latest quarter, revenue increased 16% to 883 million, while subscription revenue grew 15% to $730 million. Management also raised fullear guidance to roughly 3.64 billion in revenue. Financial strength, we'll give a 9.5 out of 10. This is one of Viva's biggest strengths. The company generated 261 million in net income last quarter and finished April with roughly 1.9 billion in cash. It's already high it's already highly profitable. So Viva doesn't need AI to eventually make the business financially viable. Competitive advantage will give a 9.5 out of 10. This might be my favorite part of the company. Viva's software sits inside extremely important clinical regulatory quality and commercial workflows. Once years of pharmaceutical data and processes are built around the platform, replacing it can become very difficult and risky. Viva now serves more than 1,500 life science customers. AI opportunity 9 out of 10. AI gives Viva another potential growth engine. Vault AI is expanding across the platform while Viva is developing specialized AI agents for clinical regulatory and safety work. Vault CRM also surpassed 150 live customers in the last quarter. Valuation will give a seven out of 10. This is where I'd be more cautious. Like with the previous two stocks, at around $237 per share, Viva has a market value of roughly 39 billion and trades around 40 times trailing earnings. That's not outrageous for a highquality software company, but investors are definitely paying a premium for continued growth. Overall, I give this an 8.8 out of 10 and a buy rating. I really like Vivo. It's profitable, financially strong, deeply embedded in the financial industry, and has the type of recurring revenue and switching costs I look for in long-term software company. And unlike a lot of AI stocks, the underlying business is already excellent without needing AI hype to justify it. So, the biggest drawback is like the other stocks, its valuation. So, I'd give Viva an 8.8 out of 10 and rated a buy. Although, I'd be even more interested if the stock pulled back and gave investors a better entry point. And before you go, don't forget to grab my free report on the top 10 stocks to buy and hold right now. These are companies I believe offer the best combination of long-term growth potential and strong underlying businesses. Just click the link in the description, enter your email, and I'll send the full report straight to your inbox.