Teeka Tiwari is back and he's teasing some Nvidia “Paycheck Program” AI Stocks.
The former Wall Street exec and notorious investment newsletter promoter says Nvidia could help fund our entire retirement, without having to buy a single share.
The Teaser
Getting paid no matter what happens with artificial intelligence stocks.
Could this really be true?
Teeka Tiwari has a long history. Some good, some not so good.
We're familar with his work, having covered teasers such as his #1 Stock for the Coming Digital Dollar and “Tech Royalty” Crypto Picks during his tenure with the Palm Beach Group.
Teeka's claim to fame is calling Apple in 2003 as well as Bitcoin and Ethereum in 2016, so let's see what he's picking now.
Nvidia’s annual dividend yield is only 0.02%. So this has nothing to do with the company’s dividends.
Rather, it’s Nvidia’s technology that’s making this “paycheck program” possible.
Per Teeka:
The next round of rocket ship gains will come from the few companies that are participating in this paycheck program
Only about 0.5% of stocks participate in this so-called program that can return 5x our money in the next stage of the AI buildout, while apparently also protecting our money against a possible AI crash.
The key lies in the sentence “next stage of the AI buildout.”
Amazon, Google, Microsoft, Meta, and Oracle, the five largest ‘hyperscalers' are collectively spending nearly half a trillion on AI infrastructure.
Even startups like OpenAI, which is bleeding cash, has committed to spending $1.4 trillion on data center projects. A staggering figure it has since walked back.
However, there are a handful of companies that are not borrowing money hand over fist and staking their entire futures on projects that could take decades to pay off, if they ever do at all.
This is where the Nvidia “paycheck program” comes in.
The Pitch
The names of these businesses are only revealed in a new report called Nvidia’s Paycheck Program: The Top Five Companies for Massive AI Payouts.
All we have to do to get it is subscribe to Teeka's new monthly newsletter The Asymmetric Edge.
The cost to join is an upfront payment of $99 for a 12-month subscription.
Creating $16 Trillion in New Wealth
According to Teeka, “Nvidia is today’s Cisco.”
It’s the infrastructure layer on which the first phase of the AI boom was built.
But now as we move into the second phase, the biggest gains will come from the companies that are using AI to cut costs, automate labor, expand margins, and accelerate profits.
Morgan Stanley calculates that these companies could create as much as $16 trillion in new wealth precisely because they’re not spending billions building out their own AI infrastructure.
Instead, they are using AI powered by Nvidia’s latest Rubin and Blackwell GPU chips to improve efficiency and increase their profits.
This is why they are called Nvidia “Paycheck Program” AI Stocks.
The name doesn't make much sense, unless all of Teeka's picks pay out dividends, but the example cited, Uber (NYSE: UBER), does not.
However, it does have an agreement in place with Nvidia to power a fleet of 100,000 self-driving vehicles.
These vehicles will use Nvidia's latest Drive AGX compute and sensor architecture, which is purpose built for autonomy, with the expectation that they will begin rolling out on a city street near you in 2027.
Drivers currently make up nearly 70% of Uber's operational costs, so I can see why any cost savings here would be a boon for the company.
Unlike the “Paycheck Program” name, the underlying logic makes sense and the next big payout from these AI-adopter companies could come as soon as April 8th.
But Teeka isn't recommending Uber as a buy, although it's current P/E of around 14x makes it worth a second look. Instead, he says he's found other opportunities that are much more promising.
Revealing Teeka Tiwari's Paycheck Program AI Stocks
A total of five companies are teased and we get off to a good start with plenty of clues about the first.
First Paycheck Program AI Stock
- This first company is set to become the world’s first AI-powered financial empire.
- It’s creating an AI platform for the financial industry. Think of it like a ChatGPT for money.
- The stock has beaten the market in recent years.
This sounds like is Robinhood Markets Inc. (Nasdaq: HOOD).
- Robinhood started out as a discount broker, but has since added prediction markets, a conversational AI-based interface, and AI investment insights following it's acquisition of AI research platform Pluto.
- At its October 2025 high, Robinhood had returned 200% since 2023, but the stock has since halved, although it has still handily outperformed the S&P 500 over the past three years.
Second Paycheck Program AI Stock
- This second company generated more revenue last year than Apple, Google, Meta, and Tesla combined.
- It also operates autonomous warehouses that run like clockwork.
This was an easy one, it's Wal-Mart Inc. (Nasdaq: WMT).
- Wal-Mart does indeed generate significantly more revenue than Apple, Google (Alphabet), and Meta, often holding the #1 or #2 spot globally.
- More than 60% of Wal-Mart stores are now serviced by automated facilities.
Third Paycheck Program AI Stock
- Teeka is also recommending a company that’s using AI to revolutionize medicine.
- This isn't a risky biotech, it's a very well established company that already has 12 blockbuster drugs, generating over $1 billion in sales.
Sanofi SA (Nasdaq: SNY) fits the description.
- Sanofi describes itself as an R&D driven, AI-powered biopharma company.
- Last year Sanofi launched 12 different medicines and vaccines that it says could each surpass $1 billion in annual revenue.
Unfortunately, Teeka skips over his last two picks and goes straight to promoting the bonus reports that come along with a subscription to his latest newsletter.
But how good are his “Paycheck Program” AI Stocks?
Undervalued Blue Chips?
At the start of the year, when the “Paycheck Program” teaser was first released, all of the stock picks were trading at a median discount of 95% to the average high flying AI stock. And they all pay dividends.
Dividends that Teeka expects will double and perhaps even triple over the next few years as their earnings explode higher.
Will time prove him right?
First, not all of Teeka's picks pay a dividend.
Two of the three we got clues on do not, with Wal-Mart being the sole exception with an annual yield of 0.79%.
Second, 38x, 45x, and 19x.
These are the current price/earnings multiples of Robinhood, Walmart, and Sanofi, respectively.
This may be lower than say Palantir, so they are relatively cheaper against extremely overbought names, but on an absolute basis, only Sanofi's multiple would make me take a closer look.
Lastly, enterprise AI solutions have gotten off to a very shaky start, with the vast majority failing to deliver any kind of measurable return. So businesses implementing AI aren't the no-brainer many stock promoters have made them out to be.
I have no special insight into pharma plays, but optimists indicate that AI will be able to systematize more of that business, thus lowering costs.
If profit margins go from the current 17% to 20%+ and debt comes down due to lower upfront R&D spending, Sanofi and others in the space have lots of room to run.
In the end, Teeka's “Paycheck Program” AI Stocks are only relatively undervalued blue chips.
Quick Recap & Conclusion
- Teeka Tiwari is back and he says Nvidia could help fund our entire retirement without having to buy a single share due to some “Paycheck Program” AI Stocks.
- Teeka is talking about businesses that are using Nvidia's existing AI infrastructure to make their operations more efficient and profitable rather than building out their own value chain.
- The names of these businesses are only revealed in a new report called Nvidia’s Paycheck Program: The Top Five Companies for Massive AI Payouts. To get it, we need a subscription to Teeka's new monthly newsletter, The Asymmetric Edge. It costs $99 upfront for the first year.
- We got clues on three of Teeka's five “Paycheck Program” AI Stocks. Based on what we know, they are Robinhood Markets Inc. (Nasdaq: HOOD), Wal-Mart Inc. (Nasdaq: WMT), and Sanofi SA (Nasdaq: SNY).
- Of the three, only Sanofi looks attractive on an absolute basis.
Do you know any traditional businesses that have quietly implemented AI with success? Leave their names in the comments.