Blog•Apr 21, 2026
Assets That Will Separate Winners From Everyone Else
The Arb Letter newsletter outlines a curated list of over 60 stocks, crypto, ETFs and other assets it believes will define the next decade, with a heavy emphasis on artificial intelligence and related infrastructure. It highlights Amazon’s $25 billion investment in Anthropic and a $10 billion funding round for a new AI venture, and Microsoft’s deepening partnership with OpenAI that embeds copilots across its cloud and productivity suite. The piece frames these picks against a backdrop of post‑COVID inflation, massive money printing, resource scarcity and a rapidly digitalizing economy, arguing that the right exposure can protect wealth amid mounting macro risks.
