Forget OpenAI and SpaceX.
In the view of 60-year Wall Street legend Marc Chaikin, a massive AI data lab leak dubbed “Project Tengu” is going to lead to a transformation of the global economy, lots of market havoc, and one of the biggest and most important potential IPOs of 2026.
The Teaser
One of the world's most important AI labs just had a massive data leak and it's going to decide the fate of firms and the economy at large.
Marc Chaikin has quite the resume.
He's created an economic indicator found on every Bloomberg and Reuters terminal in the world, he once rang the opening bell at the NYSE, and come out of retirement to create better tools for retail investors.
We have previously done an in-depth review of his Power Gauge Stock Rating System and Hidden AI Stocks teaser.
Our lab leak didn’t expose any customer information or the priceless inner mechanics of a large language model.
Instead, what it revealed was the source code of a disruptive software, with 512,000 lines of code hitting the Internet.
Marc claims to have reviewed most of this code and what he's found could possibly be the most disruptive technology in the world.
The thing that sets this software apart from any other is that it's been built to regenerate and code itself like a Terminator.
Engineers simply tell the AI what they want it to do and it does it.
So the competitive edge is clear, complete programming tasks at speeds that were unthinkable only a year ago and do it automatically without having to write a single line of code yourself.
This is “Project Tengu“, so named after a shape-shifting creature from Japanese mythology because it changes shape to accommodate a sea of different applications, and the “AI Cornerstone” behind it could go down as one of the most disruptive companies in history.
The Pitch
It's name and more are revealed in a new report, “The AI Cornerstone: Why It’s Time to Buy This Megatrend Winner.”
All we have to do to get it is subscribe to Marc's financial research service, Power Gauge Report.
The normal retail price of the Power Gauge Report is $499, but for a limited time we can get in for $149, and secure a 30-day money-back guarantee.
The Most Explosive Growth Story Ever?
10x growth, every year.
It's more than Google during its initial hypergrowth period, more than Nvidia, which doubled its sales every year amid the generative AI build-out, and OpenAI, which is merely tripling its revenue year-over-year.
This is the “AI Cornerstone” behind “Project Tengu” and the infamous data leak.
It's name is…Anthropic.
Indeed, Anthropic is the one who accidentally published 512,000 lines of Claude Code due to a “human error.”
This blunder notwithstanding, Claude Code is a one of a kind program. You can log into it and create a functional piece of software in a matter of minutes with little to no technical expertise.
Anthropic has also iterated on Claude Code, developing a new version of the program called Claude Cowork, that can seamlessly perform knowledge work tasks like data entry, analysis, document organization, and more.
The big difference between it and retail chatbots is it's technical knowledgebase and the fact that more than 80% of revenue comes from enterprise clients.
It's a major reason for the “SaaSpocalypse” earlier this year that wiped out $1 trillion from the market value of software stocks.
Marc believes the advent of AI work agents, that actively perform tasks on our behalf, as opposed to passive chatbots that provide us information on how to perform those tasks is the radical change AI researchers have been laboring towards.
Coding, scientific research, administrative work, none will ever be the same again, and there's a few ways we can profit from the biggest disruptions that are still to come.
Revealing Marc Chaikin's “Project Tengu” AI Stocks
A multi-trillion-dollar shock is coming to the stock market as early as June 16.
This is when it is speculated that Anthropic will announce it's much-anticipated IPO, which could value it at nearly $1 trillion.
However, Marc has a little-known “pre-IPO backdoor” into it…
It's SK Telecom Co. (NYSE: SKM).
The largest wireless carrier in South Korea owns around 0.5% of Anthropic, which is currently worth almost $5 billion.
This is Marc's primary pick, but he has three other moves he recommends to take advantage of the enterprise AI boom.
First Move
- This company built a $25 billion business selling servers from scratch in just two years.
- The Wall Street Journal called it “one of the most surprising transformations in the history of tech.”
This is Dell Technologies Inc. (NYSE: DELL), which the Wall Street Journal highlighted for repositioning itself as one of the primary suppliers of hardware and servers to AI-based businesses.
Second Move
- This firm has established a virtual monopoly on a mechanical device that’s essential for data centers.
- It has a massive $150 billion backlog and is essentially sold out through 2028.
The pick here is GE Vernova Inc. (NYSE: GEV).
It has reported a record backlog for heavy-duty gas turbines of approximately $150 billion.
Third Move
- The physical AI pick is Amazon’s new breakthrough warehouse robot and more specifically the little-known manufacturer behind it.
- It's headquarters are right across the street from Amazon Robotics.
The company whose HQ is next to Amazon Robotics on Riverpark Drive in North Reading, Massachusetts is Teradyne Inc. (Nasdaq: TER).
Winning Side of a 4,200%Tech Boom?
Project Tengu “sparking a 4,200% tech boom” is mentioned no less than three times during the course of the teaser.
Exactly how it will accomplish this is mentioned zero times.
It could be a reference to SanDisk (Nasdaq: SNDK), which is an AI infrastructure play that has 40x'ed over the past few years.
Could any of Marc's picks come close to repeating such a standout performance?
SK Telecom: A wireless carrier in a geographically constrained market trading at 77x earnings, no thanks.
Dell: Global hardware supplier serving a global clientele (44% of revenue comes from outside U.S.), selling for 36x earnings. Not cheap, but plenty of upside left.
GE Vernova: An oligopoly player in an essential to AI market (heavy-duty gas turbines) valued at 28x earnings. Size is a hindrance at a mega cap of $255 billion, but it's full potential isn't priced in yet.
Teradyne: An old school technology company with a new lease on life (advanced robotics). I like the business, but not the price at more than 70x earnings.
Dell and GE Vernova are growth picks held back by their relatively large size while the latter is around the same size SanDisk was at the beginning of the year before it's most recent run up.
Quick Recap & Conclusion
- 60-year Wall Street legend Marc Chaikin is teasing a massive AI data lab leak dubbed “Project Tengu” that is going to lead to an economic transformation and one of the biggest potential IPOs of 2026.
- “Project Tengu” is a reference to Claude Code, which recently suffered a data leak, and the company behind it and a potential mega-IPO is Anthropic.
- A backdoor way into Anthropic and more is revealed in a new report, “The AI Cornerstone: Why It’s Time to Buy This Megatrend Winner.” To get it we'll need a subscription to Marc's financial research service, Power Gauge Report, which costs $149 upfront.
- The backdoor was revealed as SK Telecom Co. (NYSE: SKM) and we were also able to uncover three more picks to take advantage of the enterprise AI boom for free! They are Dell Technologies Inc. (NYSE: DELL), GE Vernova Inc. (NYSE: GEV), and Teradyne Inc. (Nasdaq: TER).
- Dell and GE Vernova are decent growth picks, but Teradyne's relatively small size could make it a multibagger over the long-term despite it's valuation.
Is agentic enterprise AI the game changer Marc thinks it is? Let us know your thoughts in the comments.