When new technology bursts onto the scene, Wall Street has a habit of racing ahead of reality.
We saw it with the internet in the late 1990s, solar stocks in the early 2010s, and artificial intelligence today.
AI excitement hit a fever pitch at the end of 2022 when OpenAI released ChatGPT. Since then, Big Tech firms have rushed to launch newer and bigger models.
Sam Altman ignited AI excitement with ChatGPT in 2022.
Stocks tied to AI, especially NVIDIA, have soared to levels few thought possible.
But nearly three years later, the pace of improvement has slowed.
Meta delayed the release of its next flagship model, Llama 4 Behemoth, because engineers could not make meaningful improvements.
OpenAI’s GPT-5 faced similar delays, and when it finally came out, it failed to live up to expectations.
Even Sam Altman, usually the biggest cheerleader of AI, has recently sounded more cautious, admitting that investors may have gotten ahead of themselves.
To some, this looks like trouble.
If the leading AI engines are losing momentum, isn’t that bad news?
Not the way I see it.
In fact, a slowdown could be the best thing that happens to the business world and to investors looking for real value.
Generative AI is already powerful enough to significantly improve company operations. It can summarize research, speed up coding, and help employees draft emails.
Other forms of AI, such as software that processes invoices or manages fleets of vehicles, are already delivering tangible results.
Real Talk: Most companies have barely scratched the surface of what today’s AI tools can do.
Integration Matters More Than Innovation
The challenge is not only technical but managerial.
A recent MIT study showed that while companies were generally comfortable using ready-made AI tools from Microsoft and OpenAI, nearly 95% of custom AI pilot projects failed.
Business leaders described many of these systems as overengineered and misaligned with actual workflows.
In other words, the problem is not whether the technology works. The real issue is how to integrate it into daily business operations.
That takes time. Think back to the early days of the internet.
In 2000, few homes had broadband. It took ten years before more than 60% of U.S. adults had it. Yet those who invested in companies that benefited from the internet’s spread during that time built fortunes…
Amazon began as an online bookstore and grew into a global e-commerce and cloud giant as more households came online.
eBay turned into a dominant marketplace by connecting buyers and sellers across the internet.
And Google became the backbone of the digital economy by monetizing search as broadband adoption soared.
Each of these businesses looked risky at the moment. But investors who focused on their fundamentals and stayed patient through years of uneven progress were rewarded with life-changing returns.
AI could follow the same trajectory: a burst of enthusiasm, a leveling off, and then years of steady adoption that slowly transform how we live and work.
For investors with patience, this is a recipe for wealth creation.
Wall Street loves to focus on the next big leap. But our American Prosperity approach is different.
We look at what businesses are really worth based on the cash they can generate today and tomorrow.
We don’t need AI to leap forward every six months. We need solid businesses that can harness the technology at their own pace to improve productivity, cut costs, and expand profit margins.
That’s where the real money will be made.
Building Wealth Through AI’s Steady March
Companies in healthcare, logistics, finance, and manufacturing are just starting to weave AI into their operations.
They don’t need GPT-6 to do that. They just need reliable tools, trusted data, and time to adapt.
The winners will be those who quietly use AI to run leaner, serve customers better, and widen their competitive moats.
Meanwhile, the slowdown in AI progress could actually extend the boom for the “pick and shovel” suppliers like NVIDIA. Training and adapting AI models requires enormous computing power.
Even if breakthroughs come more slowly, the demand for chips and data infrastructure will keep climbing as businesses scale their AI projects.
That’s why those companies have found a place in our portfolio.
As investors, we should welcome this pause. It’s the “pause that refreshes.”
It means the dust is settling. Companies will have space to figure out how to use AI in practical ways. And we will have the chance to separate hype from actual value.
History tells us that the biggest fortunes are not made by chasing excitement but by owning great businesses during periods of transition.
The internet did not make millionaires overnight — it created wealth for those who held on through years of uneven progress. AI will be no different.
At the American Prosperity Report, our job is to help you identify the businesses that will benefit most from this new wave of adoption. We are not betting on flashy headlines.
We are investing in the steady march of progress that will unfold over the next decade and beyond.
A slowdown in AI breakthroughs does not signal the end of the boom. It signals the beginning of a more sustainable phase — one that rewards patient investors who understand the difference between price and value.
And that, more than any technical milestone, is what will build lasting prosperity.
If you have questions, you can send them to me at [email protected].
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To your prosperity,
Charles Mizrahi
Prosperity Insider
