Welcome to the first issue of EarlyStreet — the newsletter dedicated to helping you invest in the future of AI.

We’re published by UgenticAI, a company leading the charge in developing and incubating agentic AI solutions for marketing operations. 

UgenticAI’s mission is simple: make this new wave of AI technology accessible to millions of small businesses at reasonable prices.

And here at EarlyStreet, our goal is to help investors like you understand where the real opportunities lie.

Every week, we’ll cut through the hype to deliver clear, actionable insights into the AI economy.

We’ll go beyond the headlines, beyond the public giants driving the headlines to the private innovators quietly building the future.

We’ll also talk about broader stock market trends, economic news, big tech, earnings announcements and anything else we think can help you on your AI investing journey.

So let’s jump into our first story…

Lately, it feels like everyone’s whispering the same question: “Is this the top?”

After a historic run-up in AI stocks — from chipmakers like Nvidia to data players like Palantir — the recent correction has many wondering whether we’re watching the AI bubble burst in real time.

But let’s take a closer look.

True bubbles form when prices detach from reality — when investors pay for stories, not substance. As tech analyst Tim Lee wrote in his piece, "Tech Leaders Insist There Is No AI Bubble", this market may be volatile, but the fundamentals still point to long-term strength.

Think of it like the early internet years. The dot-com era was full of hype and bankruptcies — but it also produced Amazon, Google, and eBay. The same may be happening here: overvaluation on the surface, transformation underneath.

AI isn’t a single trend. It’s a platform shift touching every industry — from energy and healthcare to logistics and marketing.

The real question isn’t whether AI stocks are temporarily overbought...
It’s whether you believe AI will change how the world works.

We do.

What happens next depends on how investors think.

If you’re trading headlines, every dip looks scary. 

But if you’re investing in the structural adoption of AI — the digitization of everything from small businesses to supply chains — then this isn’t a bubble. It’s potentially a reset.

Institutional investors aren’t walking away from AI. They’re just getting smarter about how to play it. 

Instead of chasing hype, they’re focusing on core enablers — compute, infrastructure, and applied intelligence.

And here’s where it gets interesting for us as individual investors. 

While the world watches the megacaps, hundreds of emerging companies — both public and private — are quietly building the systems, models, and agentic tools that will power the next decade and beyond.

Those are the stories we’ll be following here on EarlyStreet.

Bubble or not, the future isn’t slowing down. It’s accelerating.

And we’re here for it.

Glad to have you along for the ride.

Here’s to the future,

Anik Singal

Founder, UgenticAI and EarlyStreet