Nvidia. Google. Microsoft.

The AI trade minted fortunes over the last three years.

But in 2026, I believe that trade is finally running out of road… for everyone except the most fundamentally sound companies involved in AI.

The reason is simple: AI is getting expensive.

The infrastructure bill is coming due. With data centers alone projected to require $6.7 trillion in compute spending by 2030.

When one sector like AI gets too pricey, money looks for a new place to go.

And with AI accelerating drug discovery and clinical data analysis, I believe the biotech/healthcare sector is the logical place for money to land next. (My Monument Trend Advisory subscribers know this… we focused on the sector in our February issue, along with three biotech recommendations.)

One biotech group I’m watching right now is Eli Lilly (LLY).

Here’s why I like LLY for a potential trade….

Yesterday morning, shares of rival biotech group Novo Nordisk (NVO) were down 15% after the company’s latest weight loss drug, CagriSema, failed to match Eli Lilly’s tirzepatide in a head-to-head trial.

Obesity and metabolic drugs are already a $100-150 billion annual market – and it’s still in the early innings.

What’s bad news for NVO is fantastic news for LLY – as this solidifies their GLP-1 drug as the best in class – and further establishes their leadership position for new patients.

Overall, LLY could become one of the largest cash flow machines in healthcare.

Action Plan: I believe LLY could be in for a short-term spike with rival NVO coming up short in its latest drug trial. It’s on my watchlist for a trade right now in The War Room.

My colleague Karim also recently revealed a fundamentally sound company that could completely revolutionize AI – and few people have heard of it.

Click here to unlock this play today.