The Stock He Rated a “Sell” in 2000 is Now This Futurist’s #1 AI Stock for 2025

Twenty-five years ago, Futurist Eric Fry made a contrarian call that shocked Wall Street – and proved devastatingly accurate.

In December 2000, the dot-com bubble was still inflating and investors were drunk on internet stock gains.

But Eric Fry told Barron’s magazine that a very popular, well-loved technology stock was headed for disaster.

Most analysts laughed off his warning. The company was a darling of the tech boom, and questioning its prospects seemed almost heretical.

But Fry was spot-on.

The company’s stock fell 90% in the wake of his prediction.

That contrarian call made headlines and established Fry’s reputation as an analyst willing to challenge conventional wisdom, even when it meant going against the crowd.

From Wall Street Pariah to AI Essential

Today, that same company has undergone a remarkable transformation. The business that Fry warned against 25 years ago has evolved into something completely different – and absolutely essential to the AI revolution.

“It’s the same company, but it’s not the same story,” explains Fry, who has spent over 30 years identifying global macro trends before they hit the mainstream. “They’ve improved and upgraded their core product specifically for AI data centers. And the demand is unlike anything I’ve ever seen.”

The numbers are staggering.

AI data centers need 10 times more of this company’s hardware than regular internet data centers.

According to industry data, a single AI data center can require enough of these components to stretch around the world 8 times.

While the financial media has largely focused on the chip wars between companies like Nvidia and AMD, this company’s critical role in AI infrastructure has received far less attention – despite being essential to every data center being built.

“Twenty-five years ago, I told people to avoid this stock,” Fry concludes. “Today, I’m pounding the table telling them to buy it. Sometimes the best investment stories are the ones nobody sees coming.”

The Track Record Speaks

Fry’s ability to spot these dramatic reversals isn’t limited to single stocks. Over his career, he has recommended more than 40 stocks that went on to soar over 1,000%.

Plus, he earned recognition as “America’s Top Trader” in Wall Street’s prestigious Portfolios with Purpose competition.

His “Sell This, Buy That” philosophy has delivered remarkable results. When he told readers to “Sell Twitter, Buy Ormat,” Twitter crashed 64% while Ormat soared 100%.

When he called “Sell Lennar, Buy Valero,” Lennar lost half its value while Valero tripled.

Then there’s Fry’s evolving view on Amazon. Years ago, he recommended the e-commerce giant to his readers, helping them capture triple-digit gains as the company revolutionized retail.

Now, he’s telling followers to sell Amazon and replace it with a little-known e-commerce company that he says is like “buying Amazon in 2005” – before most people understood its true potential.

The Complete Analysis

Fry has compiled his full analysis of this AI stock’s remarkable turnaround story AND his AMZN alternative pick in a special presentation that reveals 7 contrarian stock trade ideas for 2025.

Stream Eric Fry’s complete “Sell This, Buy That” presentation now…

About

With Fry’s Investment Report, Eric Fry’s goal is to track the world’s biggest macroeconomic and geopolitical events – and help investors make big gains from those emerging opportunities. Eric is a 30-year international finance expert, former hedge fund manager, and InvestorPlace’s resident expert on global investment trends. He founded his own investment management firm and served as a partner several others. In 2016, he won the Portfolios With Purpose stock-picking contest – Wall Street’s most prestigious investment competition – making him America’s Top Trader.