On March 18, 2026, at 1 p.m. ET, InvestorPlace Senior Analyst Eric Fry will host a free online presentation titled FutureProof 2026, discussing how a new wave of companies may replace the early AI darlings that have seen declining valuations, including Oracle and AMD. Fry previously advised selling key AI stocks such as Oracle (ORCL) for a 27% gain and AMD (AMD) for a 110% gain before their values dropped significantly.
Fry is now focusing on “HALO” stocks—high assets, low obsolescence companies—in traditional sectors like railways, utilities, and resource extraction. Recent market shifts have seen fertilizer prices soar, with urea up 55% year-to-date. CF Industries (CF) and Nutrien (NTR) are up 45% and 20% respectively, while Mosaic (MOS) is poised for growth amid rising demand for non-nitrogen fertilizers, particularly in the upcoming planting season.
Additionally, Lark Distilling Co. (LRK.AX), an Australian spirits firm, has seen recent leadership changes and is expected to grow revenues by 28% next year as it stabilizes its business. Currently trading at a valuation below its tangible assets, it could provide significant upside for investors.
