Category Penny Stocks

You can tell a lot about a person by what they wear.

That saying is usually meant as a reminder that people judge your professionalism and character based on your appearance.

But sometimes defying expectations says a lot.

You rarely see NVIDIA Corp. (NVDA) CEO Jensen Huang without one of his leather jackets – it’s his signature look at product launches, keynotes and investor events.

Until last week…

While accompanying President Donald Trump to the Middle East, Huang showed up in Saudi Arabia wearing a suit and tie to meet the Crown Prince of Saudi Arabia.

This was a signal that something big was happening.

You see, behind closed doors, a major international deal was taking shape. One that not only opened the floodgates of AI investment from the Middle East, but also potentially handed NVIDIA a new kind of global influence.

So today, let’s go over why this Saudi deal – and two more catalysts – will change America’s economy forever, and unleash a torrent of money, and opportunity, for savvy investors.

Plus, I’ll go over a step you can take as soon as Wednesday, May 28, that will put you in line for the next round of Trump administration-fueled AI wealth.

Let’s jump into it…

All Dressed Up to Ink a New Deal

During his visit, Huang unveiled a massive new partnership between NVIDIA and Saudi Arabia’s HUMAIN – a cutting-edge AI firm.

Specifically, NVIDIA will ship 18,000 Blackwell chips to Saudi Arabia to build out a 500-megawatt AI data center.

Huang stated:

AI, like electricity and internet, is essential infrastructure for every nation. Together with HUMAIN, we are building AI infrastructure for the people and companies of Saudi Arabia to realize the bold vision of the Kingdom.

This is only the first phase, though. Over the next five years, the plan includes scaling up to several hundred thousand NVIDIA GPUs, establishing what are termed as “AI factories” to drive innovation in cloud computing, robotics and other forms of AI.

Make no mistake, this isn’t just another business deal. This is NVIDIA cementing its position as the core infrastructure provider for the global AI Revolution.

Here’s what I mean…

Saudi Arabia wants to diversify its economy away from oil. One of the ways it can do that is by becoming a major global hub for AI.

Now, HUMAIN was founded by Saudi Arabia’s Public Investment Fund. So, the signal here is clear.

There’s a global race for AI dominance. NVIDIA is in the lead, and it’s pulling further and further away from the pack. And it should stay on any smart investor’s “buy list.”

I would be remiss if I didn’t mention that this wasn’t NVIDIA’s only major deal this week.

First, the company announced something called DGX Cloud Lepton, which is a new service that’s going to make its AI chips directly available to more AI developers through the cloud.

This will allow NVIDIA to continue to dominate the AI space if everybody programs for it.

Secondly, according to recent reports, NVIDIA is in advanced talks to invest in PsiQuantum, a startup working on building commercially viable quantum computers.

This would mark a major investment for NVIDIA in the quantum computing space.

Why does this matter?

See, NVIDIA has grown rapidly in recent years, thanks to artificial intelligence and its AI chips. The company still plans two more future iterations of its Blackwell chip. But by the end of the decade, NVIDIA may be unable to put more transistors on a chip as they approach the “atomic” level.

Quantum computing represents the next frontier beyond AI. While today’s AI runs on NVIDIA’s GPUs, tomorrow’s computing challenges may require quantum computers.

By getting in early with PsiQuantum, NVIDIA is positioning itself at the intersection of today’s AI boom and tomorrow’s quantum revolution.

Bottom line: Jensen Huang isn’t just thinking about this quarter or next year. He’s carving a path into every critical technology that will define computing for the next decade.

Still the “Stock of the Decade”

The point is NVIDIA has defied the skeptics and cynics this year.

When the market was under pressure from tariff tensions and interest rate uncertainty, the company maintained exceptional earnings growth, sales acceleration, and institutional buying. My system model gave it a “Buy” rating for most of the year based on these metrics – a clear signal of its continued leadership.

Now, this shouldn’t be a surprise. Everybody knows NVIDIA is a fantastic company.

But here’s the reality. My system flagged NVIDIA’s strength long before the developments I discussed with you today.

If you’ve been a longtime reader of mine, you know NVIDIA has been and continues to be the shining star. I’ve gone on record saying it is the “stock of the decade,” and I stand by that. It remains far and away the leader of the AI Revolution.

And it clearly shows no signs of slowing down, either.

I won’t beat around the bush; NVIDIA has brought me and my premium readers a lot of success. In fact, I brought my readers’ attention to the company in 2016, when it was trading for a split-adjusted $1.

Those who followed my lead would have made roughly 7,000%!

And the good news is, if you missed out, NVIDIA is still a “Buy” according to my proprietary system.

But NVIDIA won’t be the only company at the forefront of the next wave of the AI Revolution…

Liberating the Tech Sector

NVIDIA’s Middle East deal and moves into quantum computing are just one example of President Trump’s three-part economic plan, which I’ve been calling “Liberation Day 2.0.”

This part is Tech Liberation.

In addition to helping the big AI chipmakers like NVIDIA make huge deals across the world, the White House also has begun reversing regulatory restrictions on things like artificial intelligence, crypto, and cloud infrastructure.

Private capital is flowing fast – with more than $2 trillion committed to domestic tech projects so far.

The message is clear: Innovation-first policies are back, and the smart money knows it.

Add it all up, and we’re talking about a massive transformation of the American economy that could send a $10 trillion shockwave through the markets.

The moves we’ve seen from the Trump administration so far are just the beginning.

So, on Wednesday, May 28, at 1 p.m. Eastern, I’m hosting my Liberation Day 2.0 Summit to reveal the other two parts of President Trump’s three-pronged strategy… and more about the three companies my system has flagged as the biggest potential winners.

You can reserve your spot for this free event by clicking here.

Make no mistake, the implications for investors who position themselves correctly could be life-changing. So, be sure to save your spot now so you don’t miss your chance on the next wave of this AI-fueled economic boom before it takes off.

Sincerely,

Louis Navellier

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corp. (NVDA)

Launching “Being Exponential” — A New Podcast for the AI-First Era

The future doesn’t unfold linearly. It arrives in waves — fast, furious, and exponentially. That’s the core idea behind Being Exponential, our bold new podcast. Starting today, we’re pulling back the curtain on the tech-fueled transformations reshaping our world — and the wealth-building opportunities riding those waves.

In Being Exponential, we fuse deep macro insight with real-world tech trends, decoding everything from artificial intelligence and self-driving cars to geopolitical shocks and their ripple effects on your portfolio. Each episode offers fast-paced, insight-packed commentary designed for investors and innovation junkies alike.

The premiere episode, “Being Exponential Takes Off,” tackles tariffs, inflation, AI job fears, and the cultural phenomenon of “Appstinence” — all in about an hour.

You can catch short-form takes everywhere you scroll: YouTube, TikTok, Instagram, LinkedIn, Facebook, X, and Spotify.

So, what makes this different? We aren’t building another newsletter funnel. We’re building a lifestyle brand. With a creative-first approach, the podcast’s rollout includes bold visuals, daily short-form videos, and audience interaction designed to go viral and scale fast.

Exponential change is the most important idea of the 21st century. Understanding it isn’t optional; it’s essential if you want to survive and thrive in today’s economy.

Expect sharp opinions, bold predictions, and a high-energy format tuned for how modern investors learn: fast, visual, and on the go. Whether you’re hunting for the next explosive stock move or trying to wrap your head around the future of AI, Being Exponential delivers insights that move at the speed of innovation.

The first full episode is live now. Subscribe, follow, and share — it’s time to start Being Exponential.

 Watch the premiere: YouTube | Spotify
 Follow on socials: TikTok, Instagram, LinkedIn, Facebook, and X

– The Lango Editorial Team

---

We need to talk about your phone.

It rules your life with an iron – well, touchscreen. It tracks your every move, physical and digital, collecting data on each decision you make. (The better to market to you, my dear…) Even when you’re making a conscious effort to be present with people you love – in person – it will distract you while you’re spending time with family and friends. Never mind when it pings you at 2 a.m. about a Slack message you don’t care about. 

And guess what?

People are over it.

There’s a subtle, rising rebellion against screen addiction. 

Welcome to the “Appstinence” movement, a growing shift among Gen Z and millennials – whose entire adult lives have been dominated by screens – to deliberately reduce or completely abstain from smartphone and app usage. 

This includes downloading apps that limit social media usage to a certain amount of time per day, all the way to downright replacing your smartphone with a ‘dumb’ flip phone of 20 years ago. 

The movement is real, and it is becoming increasingly prevalent. 

But don’t be fooled: this isn’t about ditching tech. It’s about ditching bad tech – tech that hijacks your attention and monetizes eyeballs.

And that, my friends, is exactly where the next trillion-dollar investment opportunity is being born…

Why Consumers Are Rejecting Smartphones

We’re heading into the Post-Phone Era, a world powered by AI-enabled devices that don’t distract you from the real world but enhance your experience of it. No scrolling or doom loops; just intelligence on demand, invisibly integrated into daily life.

And if you’re paying attention, this is your chance to get in early on the next iPhone moment…

Because, of course, phones aren’t going extinct. But they are being out-evolved.

People don’t want to live inside apps anymore. They want to live in the real world and use tech to make it better, not replace it.

This is the true heartbeat behind “appstinence.” It’s a tech reorientation. 

So, what replaces the phone? (Well, Apple, do we have your attention?)

Not a bigger device or a thinner one; not one with a better camera or a different charging port. 

Most likely, folks would appreciate a smarter, more invisible interface – one that:

• You can wear on your wrist, face, or lapel
• Knows what you’re doing in the real world and augments it with AI
• Doesn’t demand your attention but responds to your intent

That’s what AI-powered wearables, especially glasses, are bringing to life. These are the next phones. 

They may be a nascent project now, even a joke to many. But we think these devices are the future. And within five to 10 years, they could be ubiquitous, replacing phones and becoming the dominant form of humanity’s relationship with technology. 

After the big “Liberation Day” selloff on April 3, I made a bold prediction.

I told everyone that we would see a huge rally soon – we just needed to wait for the dust to settle first.

And that’s exactly what happened.

The folks at Bespoke pointed out that the S&P 500 was down more than 15% year-to-date on April 8. But in the next 25 trading days, the S&P 500 erased these losses.

The media is acting like this spectacular rally came out of nowhere – a sudden, unexpected development that no one could have predicted.

But that’s not true.

Over the past two years, I’ve made three big predictions that all came true – from Joe Biden’s departure from the presidential election to Donald Trump’s return the White House to the trade pivot we’re seeing now.

So, today, I want to show you why I made these predictions and how they unfolded.

More importantly, I’ll make my next big prediction.

And I’ll show you one stock that will benefit from what’s coming next.

Three Big Predictions

1. Biden’s Dropout: Back in December 2023, I said President Biden wouldn’t make it to the 2024 general election. I’ve been around the markets and politics for over four decades. So, I’ve learned a thing or two about how things work behind closed doors. And I knew party insiders wouldn’t risk running a candidate they couldn’t prop up through the finish line. I also said a Democrat from California would likely replace him. I picked the wrong one – I expected Gavin Newsom, but it turned out to be Kamala Harris. Still, the pattern played out exactly as I said it would.

2. Trump 2.0: Next, throughout 2024, I told my premium readers that Donald Trump would win the presidential election. When most analysts were still hedging their bets, I was explicit: A second Trump term was coming – and investors needed to prepare. And after Trump won the election, I further prepared readers for what to expect from Trump 2.0.

I said that Trump would 1) aim to end the “manufacturing recession” and lay the groundwork for a true “Made in America” revival… 2) roll back environmental restrictions and unleash American fossil fuel production… and 3) go “all-in” on AI by removing bureaucratic hurdles and launch a full-scale effort to ensure the U.S. leads the global race. Since then, we’ve seen these forecasts begin to play out in real time.

3. The Trade Panic – and the Pivot: Then, when Trump took office, I said that tariffs were coming. And when they came in April 2025, I warned that the media would panic and that volatility was likely. But I also said this was Step 1 in a broader strategy to reroute global trade, bring critical industries back onshore, and realign the tax code to favor working- and middle-class Americans. I predicted that most countries would come to the negotiating table and said investors shouldn’t worry. I said that most of the “reciprocal” tariffs would go away for major U.S. trading partners – so long as they agreed to play fair. Sure enough, by May, trade truces started piling up. Markets rallied. And the so-called crisis began to fade.

If you think this rally is the end of the story – you’re missing the bigger picture.

Here’s What’s Next on the Trump 2.0 Agenda

What we’re seeing now is the rollout of a much bigger framework I’ve been tracking for months. I call it Liberation Day 2.0.

Here’s what it includes:

1. Tax Liberation
President Trump’s proposal to use tariff revenue to cut income taxes for Americans earning under $150,000 could unleash a wave of consumer spending. If history is any guide, these cuts could lift wages, fuel business investment, and add trillions to GDP over the next decade.

2. Tech Liberation
Big Tech, the U.S., and foreign governments have committed more than $2 trillion to AI, crypto, and cloud infrastructure since the election. Get ready for more. The White House is reversing regulatory choke points. Innovation-first policy is back – and the smart money knows it.

3. Energy Liberation
The U.S. is sitting on more than $100 trillion in untapped energy and mineral resources. New executive orders are clearing red tape on mining and drilling projects nationwide. This may be the beginning of a generational boom in strategic materials, rare earths, and domestic energy.

The question now is simple: How do you position your portfolio to capture this wealth-creation opportunity?

One way is to buy a stock in the “crosshairs” of the Liberation 2.0 policies.

One Trump 2.0 Stock to Buy Now

I recommended Powell Industries Inc. (POWL) to my premium members in December 2023 because of its “history of posting big earnings surprises.”

Over the previous five quarters, this Houston-based developer and manufacturer of equipment and systems for electrical infrastructure had posted earnings surprises of 305.6%, 400%, 233.3%, 130.3%, and 62.5%.

Since then, Powell has skyrocketed for peak gains of 300%.

Now, earnings surprises – even big ones – tend not to produce that much profit.

However, exposure to the exploding artificial intelligence market does.

While I didn’t mention “AI” once in my original “buy” alert, in the months after I recommended Powell, it became clear that its products and services were crucial components in the giant AI data centers known as “hyperscalers.”

Indeed, we started talking about Powell as an AI data center beneficiary as early as June 2024… and the stock went on to double in the months after that.

You see, as AI grows, so does the demand for reliable, scalable data centers – essential infrastructure for AI workloads. These facilities require customized, fully integrated electrical solutions to ensure reliability, efficiency and performance.

Powell’s other major clients include petrochemical plants, pulp and paper mills, oil and gas producers, utilities, and transportation facilities. That makes it uniquely positioned to benefit from the trifecta of Trump 2.0’s Tax, Tech, and Energy Liberation policies.

The company has already laid the groundwork to support this growth, building relationships with hyperscaler operators and the companies that rent space within those giant data centers (known as “co-locators”).

And this groundwork is already paying off.

During its second quarter in fiscal year 2025, Powell reportednew orders totaling $249 million, and its backlog remained at $1.3 billion. Second-quarter revenue rose 9% year-over-year to $279 million, just shy of estimates for $282.68 million.

Earnings increased 38% year-over-year to $46 million, or $3.81 per share, compared to $33.5 million, or $2.75 per share, in the second quarter of 2024. Analysts expected earnings of $3.44 per share, so Powell Industries posted a 10.8% earnings surprise.

While Powell has pulled back from its all-time highs from earlier this year, it remains on a solid growth trajectory. For 2025, analysts expect Powell to post $1.12 billion in revenue, up from $1.01 billion in the previous year. Earnings are expected to climb to $14.17 per share, up from $12.29 a year ago. 

Right now, Powell earns a “B” rating in my Stock Grader system… and I think it’s a good “buy” under $227.

But buying Powell Industries is just a start.

More ambitious investors will want to join me on Wednesday, May 28, at 1 p.m. Eastern. That’s when I’ll be doing a free broadcast where I’ll walk you through the full Liberation Day 2.0 blueprint.

I’ll also share some details on three stocks my Stock Grader system has flagged with even higher “buy” ratings than Powell’s – companies I believe could double or triple as these policies unfold. (Register here now.)

This system is the same quantitative engine I’ve been using for nearly five decades – the system that helped me identify winners like Apple Inc. (AAPL) and Amazon.com, Inc. (AMZN) long before they became household names.

And that, in 2024 alone, showed my premium members how to take a $7,500 investment… and walk away with: 

• A $2,093 gain on Novo Nordisk A/S (NVO)… 
• A $5,500 gain on Axcelis Technologies Inc. (ACLS)… 
• A $14,000 gain on YPF SA (YPF)…
• And even a whopping $45,360 gain on Vista Energy (VIST).

That’s without using options, penny stocks, or any other high-risk strategies. 

While the media and Wall Street are still catching up to what’s happening, my system is already highlighting the next winners of this economic reset.

I’ll explain everything on May 28. But I suggest you take a moment now and get your name on the list. That way you won’t miss a word.

Click here to register for my Liberation 2.0 summit now.

Sincerely,

Louis Navellier

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

Powell Industries Inc. (POWL)

Bitcoin sets a new all-time high… gold will keep shining … major wins for Eric Fry’s subscribers … Louis Navellier’s preparation for “Liberation Day 2.0”

Bitcoin is surging to a new all-time high.

This morning, it topped $111,000 for the first time ever. As I write near lunch, it trades at $111,144.

The gains are being driven by a handful of macro factors:

• Increasing institutional ownership and corporate adoption
• Recent, softer inflation data
• Positive news in the U.S.-China trade war
• The Moody’s downgrade of U.S. debt, which heightens fears of additional dollar debasement and broader economic destabilization
• President Trump’s “big, beautiful bill” that could add to our nation’s fiscal challenges
• The advancement of the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act – the first comprehensive federal regulatory framework for stablecoins

Readers of our crypto expert Luke Lango have been expecting this new all-time high. Let’s rewind to Luke’s Crypto Investor Network update at the start of the month:

If April was a month of uncertainty and volatility, May looks poised to be the launching pad for one of the biggest risk-on rallies in recent crypto history.

Seriously. We’re that bullish right now.

We are growing increasingly confident that the crypto market is setting up for a powerful surge higher into and throughout the summer…

We think Bitcoin reclaims $100,000 in the next week or two. We think it will break $120,000 shortly thereafter.

Luke was proved right about his “$100,000” call a few days later. And “120,000” is now in the crosshairs.

Yesterday, Luke updated his price/timing forecast:

We think the rally is just getting started.

As macroeconomic chaos eases and crypto deregulation hopes take center stage, the whole crypto market should surge higher over the next several months.

We see Bitcoin at $150,000 by late summer and potentially $200,000 by the end of the year.

A climb to $200K would mean an 80% surge from here. Sizeable as that is, history shows that leading altcoins could rack up even greater returns.

Luke believes such an altcoin rally could begin soon. His quantitative research shows that every time Bitcoin has broken through major resistance and rallied to new highs, leading altcoins have followed – generally about two weeks later.

So, keep holding your Solana, Cardano, Ripple, Chainlink, and so on. The tailwinds are picking up in intensity. 

Overall, our stance on bitcoin and top-tier altcoins remains as it’s been for years: This is a critical, must-own asset for a holistic portfolio. Keep holding.

Why “Analog Bitcoin,” is surging too

As noted a moment ago, part of the reason for Bitcoin’s new all-time high is fear over our nation’s debt/deficit.

This is equally bullish for gold, which has been surging to a string of new all-time highs here in 2025. And according to our macro expert Eric Fry, higher prices are likely in our future:

When a nation’s finances spiral out of control, its currency usually tumbles down a long flight of stairs… and rarely recovers…

But crises like these are exactly what gold loves. That’s because a rising gold price is simply the flipside of a falling currency value…

Admittedly, gold and gold shares have been performing well for months already, which means they could be due for a significant correction.

In the longer term, however, I expect the yellow metal to continue performing well, and fulfill its historical role as a hedge against uncertainty and disorder.

Eric notes that as an added plus, gold stocks are historically cheap. Because their profit margins are soaring along with the gold price, their stock valuations are about 30% below their 20-year average level.

In January, Eric saw what was coming and recommended his Investment Report subscribers buy Westgold Resources (WGXRF). They’re already up nearly 40% in the position with more gains appearing likely.

If you’re not in gold and gold mining stocks, you’re not too late – especially given today’s volatile macroeconomic climate which could be a headwind for other stocks.

Here’s Eric:

Most investors ignore gold stocks completely.

But these overlooked and underappreciated stocks are capable of delivering great results, especially when most other investments are not.

Eric’s subscribers are due another “congratulations” that’s instructive for all of us

On April 7, the S&P was in the middle of its Liberation Day freefall.

As a reminder, here’s how it looked at the time…

As investors stampeded out of the market, Eric sent a flash alert to subscribers, recommending they buy a new position.

Accompanying the recommendation was the following perspective on the timing:

I have no idea where the stock market is heading next, nor do I know how long or how deep the current selloff will go.

But I do know that buying great companies at good prices is the key to building wealth over the long term, which is why I will continue to make select “Buy” recommendations throughout this downturn.

Yesterday, Investment Report subscribers were rewarded for their purchase of Canada Goose Holdings Inc. (GOOS) when it surged 20% following an earnings beat.

The stock is up again today, bringing the official return to 53% in just over six weeks.

In Eric’s options service, Leverage, he recommended his subscribers buy call options on GOOS on the same day that Investment Report subscribers bought the stock outright. Yesterday, Eric recommended that Leverage subscribers skim partial profits of 200% on the position. As I write Thursday, that gain has climbed to 215%.

From Eric:

I recommend banking part of that gain by selling half the position, while holding the remaining half for the chance of capturing even greater profits…

In this case, if we sell half the position for a 200% gain, we have guaranteed a minimum profit of 50% percent, even if the remaining half of the trade goes to zero.

Stepping back, this is a helpful reminder of a critically important investment lesson:

Volatility is the friend of the prepared, bold investor yet the foe of the unprepared, reactive investor.

Jeremy Grantham, co-founder and chief investment strategist of GMO once said:

Volatility is a symptom that people have no idea of the underlying value.

Let’s not be those people. Preparation and level-headed thinking can make all the difference between falling short of an investment goal and far exceeding it.

Again, congrats to Eric and his Investment Report and Leverage subscribers for recognizing the value in GOOS. It’s paying off handsomely…and quickly.

Eric wasn’t our only expert who urged investors to take advantage of the recent Liberation Day market panic

Since the Liberation Day market implosion bottomed in early April, the rebound has been one for the record books. It’s also one that legendary investor Louis Navellier predicted.

From Louis’ recent postmortem on the collapse-and-rally:

The media is acting like this spectacular rally came out of nowhere – a sudden, unexpected development that no one could have predicted.

But that’s not true.

One day after the Liberation Day sell-off on April 3, I told my premium readers that I anticipated a huge reversal in the stock market. We just needed to wait for the dust to settle first.

And, as you can see, that’s exactly what happened.

Louis has a new prediction today tied to the trade war. Let’s jump to his recent issue of Smart Money:

What we’re seeing now is the rollout of a much bigger framework I’ve been tracking for months. I call it Liberation Day 2.0.

Here’s what it includes:

1. Tax Liberation
   President Trump’s proposal to use tariff revenue to cut income taxes for Americans earning under $150,000 could unleash a wave of consumer spending. If history is any guide, these cuts could lift wages, fuel business investment, and add trillions to GDP over the next decade.
2. Tech Liberation
   Big Tech, the U.S., and foreign governments have committed more than $2 trillion to AI, crypto, and cloud infrastructure since the election. Get ready for more. The White House is reversing regulatory choke points. Innovation-first policy is back – and the smart money knows it.
3. Energy Liberation
   The U.S. is sitting on more than $100 trillion in untapped energy and mineral resources. New executive orders are clearing red tape on mining and drilling projects nationwide. This may be the beginning of a generational boom in strategic materials, rare earths, and domestic energy.

What’s the related action step to capitalize on this?

First, Louis points to Nvidia. He’s called this his “Stock of the Decade.”

Louis should know. He put his subscribers into Nvidia in 2019. They’re up 3,043% as I write.

While naysayers worry about buying Nvidia today, looking backward at how far it’s come, Louis believes they’re missing out by not looking forward to how far it can go.

But Nvidia is just one recommendation. I’m going to hand the Digest over to Louis on Monday where he’ll give you a second pick that’s in the crosshairs of the Liberation 2.0 policies.

And for more on how he’s positioning his portfolio today, mark your calendar for May 28 at 1 p.m. Eastern. That’s when he’ll be doing a free broadcast in which he’ll walk you through the full Liberation Day 2.0 blueprint.

He’ll be giving away the tickers of three stocks that his Stock Grader system just flagged with “buy” ratings. These are companies Louis believes could double or triple as the Liberation Day 2.0 policies unfold.

If you’re new to the Digest, Louis’ quant system (that drives his Stock Grader) has been the backbone of his market approach for nearly five decades now

It’s helped him amass one of the best, and most envied, long-term track records in our industry.

Here’s Louis with some recent illustrations:

In 2024 alone, my quant system showed my premium members how to take a $7,500 investment… and walk away with:

• A $2,093 gain on Novo Nordisk A/S (NVO)…
• A $5,500 gain on Axcelis Technologies Inc. (ACLS)…
• A $14,000 gain on YPF SA (YPF)…
• And even a whopping $45,360 gain on Vista Energy (VIST).

That’s without using options, penny stocks, or any other high-risk strategies. 

More on Liberation Day 2.0 and how to position yourself next Wednesday, May 28.

In the meantime, to register now to join Louis, just click here. We’ll bring you more details over the coming days.

Have a good evening,

Jeff Remsburg

Hello, Reader.

Tom Yeung here with today’s Smart Money.   

In Greek mythology, the gates of hell are barred by a fearsome three-headed dog named Cerberus. The beast was meant to be so terrifying that even the sight of it was enough to intimidate the dead from living. 

A similar three-headed beast typically guards every developed financial system…

• Stocks
• Bonds
• Short-term debt

These three “heads” have usually been enough to deter any politician, regulator, or world leader from tinkering too much with their country’s financial system.  

The image below shows Cerberus guarding our financial system, rendered by ChatGPT.  

During President Donald Trump’s first term, a sudden stock market decline was often enough to cause an executive order rollback.

Bond markets have long restrained European leaders from overspending.

And disruptions in short-term debt are often so unforgiving that even America outsources its management to a central bank that’s virtually “untouchable” by the president himself. 

The fearsome reputation is warranted. Entire economies have collapsed after getting bitten by one of these three heads. Trouble in one area also often spills over into another.

More recently, the financial market’s canine guardian kept America in check after President Trump announced reciprocal tariffs on “Liberation Day” on April 2. Stocks and short-term debt initially growled at the import taxes, and, as a result, President Trump walked back most of the “Liberation Day” tariffs on April 9 and initiated a 90-day pause. This calmed down both stocks and bonds, sending stocks soaring and bonds back down.

But our three-headed financial guard dog is still not happy.

So, in today’s Smart Money, I’ll explain why that might come down to the most important “head” of all… bonds.

Then, I’ll share how you can financially prepare for the disorder to follow, including a once-in-a-generation investment opportunity that’s part of a trend that’s here to stay… regardless of how angry our financial system’s Cerberus becomes.

The “Middle Head” Growls Loudest

On Friday, Moody’s became the last of the three major bond-rating agencies to cut America’s sovereign credit rating from the highest triple-A rating.

Their rationale is straightforward: America’s government has a spending problem.

In 2024, the federal government spent $6.8 trillion while collecting just $4.9 trillion in tax revenues – or $1.39 for every dollar collected. The latest tax bill, coming out of a Republican-led Congress, will widen that figure to roughly $1.42. 

Now, perhaps tax revenues will be higher than expected. Government spending often causes a surge in economic activity, giving tax collectors a larger base to work with.

But this optimistic math isn’t sneaking past the bond market “guard dog.”

On Monday, 30-year bond yields rose above 5% – a figure we haven’t consistently seen in two decades. Ten-year bonds saw a similar jump to 4.5%, and an ensuing Treasury bond auction on Wednesday saw surprisingly weak demand. Bond traders are spooked, and they’re letting the world know.

Perhaps most worryingly, this “middle head” of the trio is often the best predictor of trouble. We saw bond yields spike in the years leading up to the 2008 financial crisis and the 2016 and 2022 economic slowdowns. These warning flags happened long before trouble appeared in stocks or short-term debt; this week’s spike suggests the government’s latest tax plan puts America down an unsustainable fiscal path of spending far more than it can afford.

Fortunately, investors have options to guard themselves…

How to Profit From Disorder

We believe there are two obvious “safe havens” to ride out America’s unsustainable fiscal deficits. Gold is a compelling investment, as Eric outlined in a recent Smart Money. So are international stocks – especially given the Trump administration’s ongoing tariff regime.

In fact, Eric just booked around 200% gains in less than two months on an international stock that he recommended to his Leverage subscribers in early April. It is a global performance luxury and lifestyle brand that manufactures 100% of its products outside of the U.S.

The relative underperformance of both gold and international stocks has left them at wide discounts. 

However, having a good offense is also necessary for getting ahead.

As Eric has noted, America remains at the very forefront of artificial intelligence, which is creating once-in-a-generation investment opportunities.

That is why he has recently released three brand-new special reports that detail how AI – and fast encroaching artificial general intelligence (AGI) – is our best bet to get ahead, regardless of what happens next.

Eric recommends one stock ready to go for investing in AGI… another for investing alongside AGI… and a third for investing in stealth AGI. 

You can learn how to access the names of these companies in his brand-new The Road to AGI: Final Warning special broadcast. 

You can also get a free pick by watching his presentation here.

As companies rush to offset tariff costs and America’s unsustainable debt, they’re accelerating AI adoption – pushing us toward AGI faster than anyone expected.  

With AGI potentially just 12–24 months away, Eric says this shift is still not priced into markets – creating a rare window for massive gains.  

Watch his free The Road to AGI Final Warning now. 

Regards,

Thomas Yeung 

Market Analyst, InvestorPlace 

P.S. While the markets continue to face uncertainties from trade wars and angry bond markets, legendary investor Louis Navellier believes there’s something much bigger happening behind the scenes.

According to Louis, Liberation Day 2.0 could unleash $10 trillion in new stimulus, create millions of high-paying jobs, and spark the next phase of a generational bull market. But only if you know where to look.

Louis’ Stock Grader system helps investors separate the winners from the losers. He has used it for 47 years and uncovered 175 different stocks that soared 1,000% or more.

Now his system is flashing fresh signals on stocks poised to benefit from the Liberation Day 2.0 blueprint, which Louis will explain in his Liberation Day 2.0 Summit on Wednesday, May 28, at 1 p.m. Eastern.

It’s an event you won’t want to miss. Click here now to save your seat.

Something huge just happened in the AI world. But considering today’s market developments are enough to give you whiplash, you might’ve missed it in the commotion.

This week, while everyone has been distracted by Moody’s debt downgrade and ongoing political noise, the real money has been moving.

Over the last few days, some of the biggest tech companies on Earth quietly struck major AI infrastructure deals with different countries in the Middle East.

We’re talking billions of dollars for cloud builds, chip allocations, model training centers, language data sets, and regional AI hubs. 

It seems the region is looking to rebrand – by going all-in on the biggest tech revolution of our lifetimes. 

Big Oil is becoming Big AI.

And if you’re not positioned for that transition… you could quickly get left in the dust…

The Gulf’s $3 Trillion Pivot from Oil to AI Infrastructure

The Gulf region is sitting on a trillion-dollar war chest of sovereign wealth, mostly from its oil production operations:

• Saudi Arabia’s Public Investment Fund (PIF) has ~$900 billion in assets under management
• UAE’s ADIA, Mubadala, and others hold ~$2 trillion combined
• Qatar Investment Authority retains ~$500 billion

That’s over $3 trillion in capital just sitting in funds, waiting for a new home. And they’ve decided that home isn’t oil anymore.

It’s AI.

These nations aren’t interested in being ‘gas stations’ forever. They’re now building their legacy on tokens and teraflops, seeking to own the power behind the AI future.

Here’s what’s gone down in just the past two weeks:

• Microsoft (MSFT) signed a multi-billion-dollar infrastructure deal with G42, an Abu Dhabi-based AI giant, to build out data centers, GPU clusters, and LLM deployment in the Gulf.
• Amazon Web Services (AWS) confirmed expansion into Saudi Arabia and the UAE – not just cloud regions but full-stack AI support.
• Nvidia (NVDA) is reportedly working with several sovereign funds in the Gulf to co-develop AI chip infrastructure in the region. Plus, it will ship hundreds of thousands of AI chips there per year.
• AMD (AMD) is following suit, also agreeing to help develop new AI infrastructure in the region over the next few years with a $10 billion joint venture with Saudi startup Humain.
• OpenAI and Anthropic are engaging in “strategic collaborations” with Middle Eastern entities for language model development, with the former considering a massive new data center project in the region.

Folks, this is not “emerging markets enthusiasm.”

This is some of the smartest and biggest money in the world planting flags in the sand, loudly declaring that Big Oil aims to become Big AI. 

That’s enormous for AI stocks. 

Hello, Reader.

Alphabet Inc. (GOOGL) held its I/O developer conference on Tuesday. At the annual event, the company showcased new technology and products, like introducing new smart glasses and a new “AI Mode” in Google Search.

But the conference went beyond sharing updates, highlights, and resources for all things tech.

In fact, a prediction was made…

At the event, Google’s co-founder Sergey Brin and Google DeepMind CEO Demis Hassabis said that they believe artificial general intelligence (AGI) is likely to arrive sometime around 2030.

Now, scientists and other bright minds have put forth a few different timelines as to when they believe AGI will be developed, and become mainstream.

For example…

• Leopold Aschenbrenner, a former mathematician at OpenAI, has said that he already started to feel AGI back in 2023.
• Then in January, OpenAI CEO Sam Altman said that the company already knows “how to build AGI.”
• Elon Musk believes that an AGI breakthrough could surpass human intelligence by the end of this year, and then surpass the intelligence of all humans combined by 2029.

The truth is that we really don’t know when AGI will become a part of our lives. However, the common denominator here is that the technology is developing fast… and will be upon us soon.

Since AGI is a development that I have been keeping a close eye on here at Smart Money – and one I will continue to monitor – I wanted to answer a few of the most-asked question about the technology that I have received.

After all, the best way to be prepared for a change as big as the one that AGI will bring is to be well informed.

Let’s dive in…

What industries will benefit the most from AGI?

AGI is going to impact several industries in ways many folks — including those on Wall Street — have never even considered. They are industries that I also believe everyone should consider investing their capital in right now. I’m talking about data centers, raw materials and metals, energy, software, semiconductor chips, robotics, and healthcare.

In a recent Smart Money, I broke down the three categories of AI investment that are the only ones to buy right now. That’s because they are set to ride the profit waves of AGI.

You can learn even more about these categories in my new, free The Road to AGI: Final Warning broadcast.

How will AGI improve healthcare?

As AI infiltrates the medical field, the U.S. healthcare industry is on track to grow faster than any other sector in the U.S. economy.

Companies are converging with AI to bring about massive amounts of innovation in the healthcare industry. In the biotech sector, for example, AI could revolutionize the economics of drug discovery.

First, it could boost the success rates of new therapies by prequalifying potential drug candidates more expertly than traditional trial-and-error processes could. Second, it could reduce the average expense and timeline of advancing these candidates through clinical trials by shortening the drug-development time frame.

Today, without AI, it can take more than a decade and over $1 billion to bring a new drug to market.

AI could impart a game-changing efficiency to the drug-development process, and thereby shower pharmaceutical companies, in particular, with a pixie dust of enormous prosperity.

Collectively, the pharmaceutical industry seems to be banking on the pixie-dust scenario. For example, all 10 of the top holdings in the iShares Biotechnology ETF (IBB) are actively integrating some facet of AI into their drug-development processes.

Many of the biggest pharmaceutical companies in the world are paying tens of billions of dollars to snap up promising biotech companies. You could call it a biotech gold rush. 

I believe that the pharmaceutical industry, in aggregate, will reap handsome rewards from the expansion of AI in healthcare, especially as AGI continues to advance.

Overall, I expect AGI to impart fantastic benefits to the healthcare industry.

Can you further explain “stealth” AGI?

When I say “stealth AI,” I’m usually talking non-tech companies that will adopt and apply AI with the goal of reaping huge gains in efficiency, productivity, and profits.

In many old-school industries, like shipping or travel, new AI- and AGI-enabled processes could boost efficiency and fatten profit margins. I consider industries like these to be future-proof, meaning they’re not going anywhere, despite whatever AI and AGI do. And when you put stealth AI to work inside a future-proof industry, you have the potential for both reliable and outsized gains.

What metals will be used for AGI?

Artificial intelligence has added a powerful tailwind to platinum demand… a tailwind that AGI will kick in to high gear.

At present, electronics and technology end-uses account for a fraction of total platinum demand. However, thanks to AI, the tech sector’s platinum consumption could grow by double digits for several years in a row.

According to research from Metals Focus, a boom in demand for AI applications will create an echo boom in demand for the high-specification semiconductors and sensors that enable AI technologies to operate optimally.

Much of this next-gen hardware contains platinum. As the World Platinum Investment Council explains…

The performance of the myriad miniature transistors and capacitors embedded into an integrated circuit is enhanced by the deposition of thin platinum films onto semiconductor wafers…

These platinum films are created using a technology known as sputtering, where platinum particles are ejected and deposited onto a surface, creating a thin (only a few atomic or molecular layers thick) platinum layer.

AI-driven platinum demand could add an additional kicker to any new bull market that emerges. 

The rise of AGI is also boosting demand for copper, because data centers use enormous amounts of copper for power and cooling systems. Even moderately sized data centers can require several thousand tons of the metal. 

All this makes copper a very attractive business to be in – for mining companies and investors alike.

Thank you for your great questions, folks!

As AGI develops, the future that lies ahead is not simply a continuation of what has been… it is a complete departure from anything we have ever known. So, I hope you’ve found these answers to your most pressing AGI questions helpful.

Now, many of you have also asked about which specific stocks to invest in ahead of AGI.

I’ve identified several companies that are strategically positioned to capitalize on this coming wave of this current “pre-AGI” market.

You can learn how to access the names of these companies by clicking here.

Regards,

Eric Fry

Market anxiety rises… why not investing in AGI is dangerous… Eric Fry’s latest AGI research… the security dilemma for our government’s AI regulation… a moth to a flame

A slew of headlines prompted some jittery nerves this morning…

Big box retailer Target cut its sales outlook citing “uncertainty”… the 30-year Treasury yield pushed above 5%… Goldman Sachs reported that hedge fund borrowing to short certain market sectors has climbed to a record high… and conservative investors fear President Trump’s new tax bill could worsen our nation’s debt bomb in the wake of Moody’s credit downgrade.

Cautious investors – like me – need to be very careful today…

But not from a bear market.

We need to be on guard against what might be the most financially injurious “missing the forest for the trees” market set-up ever.

Don’t misunderstand…

Yes, there are headwinds against stocks today. I write about them regularly. And bears like our own Jeff Clark could be spot-on that the S&P will be 30% lower this fall.

So, I can’t tell you that a cautious approach to stocks is wrong for you today.

But I can tell you this: If you’re investing with a three-to-five-year timeframe or longer, you need exposure to the companies building AGI and robotics.

This is an imperative.

The temporary declines of any near-term bear market will be dwarfed by the subsequent returns that will come for leading AGI/tech/robotics stocks.

At the heart of this claim is one core reality: We’re hurtling toward a technological inflection point that will change the structure of the global economy and workforce – permanently.

Let’s focus on the forest

Artificial General Intelligence, or “AGI,” is the watershed moment when an AI system can match or exceed the cognitive ability of the smartest human across any task.

Today, AGI is on track to outperform humans at most knowledge tasks: research, coding, legal analysis, customer service, even basic creative work.

Meanwhile, robots are rapidly advancing to handle physical labor: warehouse jobs, food prep, construction, elder care, and logistics.

These dual advancements are set to alter the course of our economy – and not in some mythical distant future. While forecasts vary, we’re talking sometime between 2027 and the early 2030s.

Once that happens, here’s what follows:

• Labor will no longer be scarce. Productivity will explode.
• Cost of goods and services will collapse. But so too will demand for a human workforce.
• Wealth will accumulate to those who own the AI models and machines.

In a world where AGI can out-think/out-strategize even the smartest employees, where robots can build and deliver products faster than the strongest/speediest warehouse workers, why would you hire expensive, error-prone humans at all?

You won’t.

And neither will most companies. They’ll license (or buy) AI and robotics from a small handful of AI leaders, saving billions, even trillions of dollars of salary expense over the coming years, and their economic productivity will explode.

And just like the internet consolidated around a few giants (Google, Amazon, Microsoft), so will the AGI economy. It will be one of the most profound periods of wealth concentration in history: from the masses…to those who own and invest in AI.

As we hurtle toward this outcome, where is AI in its evolution today?

Let’s jump to our macro investment expert Eric Fry. He’s been a thought leader for AGI technology in recent years, tracking the blistering pace of advancements.

On Monday, he highlighted how OpenAI is making a huge leap forward toward AGI, and most people don’t realize it:

On September 12, 2024, the company quietly released its new o1 model.

This system isn’t an AI successor model to ChatGPT or a precursor to GPT-5, the company’s next expected large language model (LLM).

Rather, it is a series of AI models designed to reason instead of recognizing patterns.

The models are specifically engineered for complex reasoning tasks, particularly in fields like science, math, and coding. They work through problems step by step, similar to human reasoning.

It’s like we’ve added a left brain to an already existing GPT right brain. And this complete system could be our first glimpse into AGI, which is a type of AI that possesses human-level intelligence.

Eric notes that with each new milestone, we’re racing toward AGI. He concludes:

Investors who are unprepared will miss the transformative opportunities that AGI will bring.

But those who position themselves correctly could witness the greatest moneymaking opportunity in human history – with the possibility to surpass even the Internet Revolution.

As I research the Digests each day, I read diverse sources of information about investing and technology. Everything I’m reading supports Eric’s description.

In the coming era of machine labor and machine intelligence, owning AGI stocks is not optional. It’s the new oil. The new railroads. The new internet.

For more of Eric’s AGI research – as well as the portfolio action steps – he created this free research video. It dives into how to invest in AGI today in preparation for what’s coming tomorrow. Beyond what AI stocks to buy, he also discusses the stocks that you need to avoid and get out of your portfolio today as AI reshapes our global economy.

Bottom line: Yes, a cautious approach to investing is always wise. But make sure you’re aware of what’s coming out on the horizon.

Eric isn’t our only expert urging readers to position themselves for machine intelligence

Our technology expert Luke Lango was one of the earliest to jump on the AI investment train.

Like Eric, Luke is tracking today’s AI advancements. And today, he’s seeing opportunities everywhere: software, infrastructure, energy – you name it.

Let’s go to his Innovation Investor Daily Notes:

[Last week], OpenAI unveiled Codex, a new agentic AI model that can code, fix bugs, and run software tests autonomously.

This isn’t hypothetical anymore. Agentic AI is here. It’s real. It’s productive. And it’s only going to grow more powerful in the months ahead.

At the same time, AI infrastructure is booming. GlobalWafers announced it’s hiking its U.S. investment to $7.5 billion to meet skyrocketing demand for AI chips.

And Vistra (VST)—an energy giant—just bought seven natural gas plants for nearly $2 billion to keep up with the power needs of data centers.

Put simply: AI is not cooling off. It’s accelerating. And it will continue to lead the charge in the market rally ahead.

By the way, a quick “congratulations” to Luke’s Innovation Investor subscribers. Last week, they skimmed partial profits on five different positions:

• Coherent (COHR): about 25% profits in roughly one month
• Constellation Energy (CEG): about 35% profits in roughly one month
• Guidewire Software (GWRE): about 27% profits in roughly one month
• Celestica (CLS): about 25% profits in roughly one month (disclosure: I own CLS)
• Coinbase (COIN): about 40% in two months

Here’s Luke’s takeaway as he looks ahead to summer:

The setup for stocks, especially AI stocks, looks very strong right now—and we’d be buyers on any temporary weakness during this rally.

Another reason to make sure you’re prepared for AGI

President Trump’s “big, beautiful” tax bill is currently working its way through Congress.

The current version contains language that will have a dramatic impact on AI and the speed of reaching AGI…as well as safeguards against the consequences of AI.

Here’s CNN Business:

[In Trump’s bill] is a rule that, if passed, would prohibit states from enforcing “any law or regulation regulating artificial intelligence models, artificial intelligence systems, or automated decision systems” for 10 years.

A group of more than 100 organizations laid out their concerns about this in a letter to Congress. It reads:

This moratorium would mean that even if a company deliberately designs an algorithm that causes foreseeable harm — regardless of how intentional or egregious the misconduct or how devastating the consequences — the company making or using that bad tech would be unaccountable to lawmakers and the public.

Now, I doubt that any company would deliberately design such an algorithm. But AGI leaders racing to be the first to bring this groundbreaking technology to market could sidestep important protections with no accountability.

Although this sounds like an unforgiveable shirking of responsibility, the reality is more complicated…

There’s a powerful and unsettling logic behind this avoidance of regulation, even if you don’t agree with it

While many in our government and the tech world are sounding the alarm about the dangers of moving too fast with AGI, others believe we don’t have a choice.

We’re now deep inside what defense strategists call a security dilemma – a dynamic where racing forward feels safer than slowing down.

Behind this belief is one thing – China.

The core security concern: If we delay, China won’t – and they’ll achieve AGI before we do, which will be far more dangerous than an unregulated AGI environment that we create.

This isn’t paranoia. China has made clear its intention to dominate AI.

So, this results in a “moth to a flame” dynamic where companies and governments accelerate toward AGI (and the possibly negative consequences that might entail) not because it’s been proven safe, but because it’s unsafe not to.

Of course, this has key investment implications: The faster we move toward AGI and its potential systemic risk, the faster (and greater) the investment upside.

Stepping back to see the big picture…

I don’t know where stocks will be three months from now. Maybe much lower.

But for investors with a years-long timeline, it’s important we look beyond that.

AGI is coming…

It’s bringing all sorts of questions, along with its utopian and dystopian implications…

But we’re beyond the point of turning back. So, let’s do all we can to turn forward and prepare.

Have a good evening,

Jeff Remsburg

AI, like most forces majeures, didn’t begin with a bang; it was more of a whisper. 

Just think of it like a snow-capped mountain in winter. First, a few clouds roll in, flurrying fresh snow down onto the icy slopes. Then the winds might start to pick up, with strong gales beginning to batter the sides of the mountain. 

The storm will have passed by morning; but as the sun rises higher in the sky, its radiating heat melts the snow. An unstable layer beneath the surface gives way, and suddenly, there’s an avalanche.

Most likely, no one thing caused this landslide. It was a rippling effect – the weight of fresh snow; the blustery wind fracturing the snowpack; the heat of the sun delivering a final blow, unleashing an icy torrent.

We’ve seen today’s AI Boom unfold in much a similar way.

It started with a new app that writes your emails for you, a chatbot that spits out code better than the intern, a voice assistant that can whip up a legal draft in seconds. “Cool trick,” you think. “Saves me a few hours.”

But then it snowballs. That intern? Gone. That junior coder? Automated. That assistant? Replaced by an algorithm that doesn’t need PTO – or espresso. Suddenly, your little productivity boost has evolved into a workforce disruption of global proportions.

Welcome to the AI Restructuring: likely the most profound shift in labor since the invention of the steam engine. 

But this isn’t the end of work; just of work as we knew it. And in its place? A new paradigm built not on muscle or memory but on vibes.

What Is Vibe Work? How Prompt-Based Labor Is Replacing Traditional Coding

We’d like to make one thing clear: the robots aren’t coming – they’re already here.

AI systems can now:

• Write your code
• Design your website
• Craft your resume
• Generate your brand strategy
• Do your homework (better than you could)

This is Phase 1: the digitization of cognitive labor. And it has cracked open the floodgates.

Instead of writing syntax, debugging loops, or running Stack Overflow marathons…

You can now just say:

“Build me a landing page that looks like Apple’s but for a company that sells coffee subscriptions.”

And the work is done within seconds.

This is “vibe coding.” It’s programming through natural language, design through intention, software by suggestion.

It’s not about being precise; it’s about being evocative. If traditional programming was sheet music, vibe coding is jazz.

Now, here’s the brutal reality behind it: the once-wide moat of technical skill is shrinking fast.

You may have spent years learning how to write Python. But now a 13-year-old can whisper a prompt into GPT-4o and build the same app in 30 seconds.

This certainly isn’t fair. But it is real.

Because the machines now do the heavy lifting. And the skills that matter most?

• Vision clarity
• Prompt creativity
• Iteration speed
• Taste

Vibe work rewards people who know what they want and can describe it vividly. The best programmers of the future might not know how to code. But they’ll know how to explain what they want to build.

Welcome to the world where development is merely a conversation.

Vibe Work Expands: Humanoid Robots Will Reshape Physical Labor

But here’s where it gets even wilder. This isn’t just a screen-based revolution. That was just the appetizer…

Next up: the physical world.

AI-powered humanoid robots – like Tesla’s Optimus, Figure’s 01, or Sanctuary AI’s Phoenix – are learning to walk, cook, assemble, lift, paint, clean, and build. 

Right now, they’re more like toddlers with motors: hesitant, clumsy, and expensive.

But so was the iPhone in 2007 – no App Store, no video recording, slow internet, and a tiny user base. Today, it’s a pocket-sized supercomputer with AI, 4K video, real-time translation, and global reach. 

Humanoid robots may seem underwhelming now, but the curve of progress can be steep… and fast.

In just a few years, you’ll be able to tell these humanoid robots:

“Clean the kitchen like a 5-star hotel maid.”

“Assemble this IKEA dresser and don’t mess up the drawer alignment.”

“Plant these garden beds with symmetry, some elegance, and a little Pinterest flair.”

And they’ll do it better than minimum-wage workers; without breaks, sick days, or complaints.

Just like AI took over knowledge work with prompts, it’s now coming for manual labor with instructions. It’s the same trend but with arms and legs.

This is the beginning of vibe labor.

From Vibe Coding to Full Automation: The End of Traditional Jobs

When the physical world becomes programmable, traditional labor economics will implode.

No more warehouse pickers, fast-food cooks, construction workers, cleaners, or delivery drivers.

At some point, all could be replaced by fleets of vibe-programmed humanoids who never get tired and don’t demand overtime.

And don’t get too comfortable, white-collar world – this is coming for you too. Replaced by a prompt-driven financial model. The marketing copywriter? Automated by natural language AI. The paralegal? Supplanted by GPT-7.

In short: no one is safe unless they evolve.

The way we see it, there are two paths forward…

Editor’s Note: Being able to adapt to your environment is critical to survival. That’s what Charles Darwin discovered when he developed the theory of evolution by natural selection.

This concept is also true in the business world. And soon, businesses will have to adapt to a new kind of artificial intelligence – artificial general intelligence, or AGI.

Essentially, AGI is capable of human-level intelligence and perform tasks on its own. It seems crazy, but it’s coming sooner than we think. My colleague, Eric Fry, says we are already on “The Road to AGI” and is issuing a final warning to those who aren’t adapting to it. Click here to check it out now!

Today, Eric will tell you the three categories of stocks to invest in so you can survive “The Road to AGI.” Take it away, Eric…

**********************

Hello, Reader.

In business, only those companies that can adapt to their environment can survive.

Today, every company faces an evolutionary imperative.

Rapid technological change – driven by breakthroughs in artificial intelligence – means businesses must either evolve or go extinct.

In December 1831, 22-year-old Charles Darwin embarked on the HMS Beagle to survey the coast of South America as the ship’s naturalist.

It was during this five-year voyage that Darwin famously developed the theory of evolution by natural selection. This “survival of the fittest” concept refers to the idea that individuals with traits best suited to their environment are more likely to survive and pass those advantageous traits to their offspring.

The same theory can be applied to every business in the world.

And the stakes have never been higher because the pace of change is more rapid than anyone could have imagined. The companies that adapt quickly will be the new kings of the market.

Those that refuse to adapt, or simply are slow to change, will go the way of the dodo bird.

As we reach the final stretches of the Road to Artificial General Intelligence (AGI), every company on the planet now faces the Darwinian prospect to adapt or perish.

AGI is when AI achieves human-level intelligence and can perform tasks all on its own.

This technology is coming. In fact, OpenAI CEO Sam Altman said in January that the company already knows “how to build AGI.”

For investors, this changes everything.

A company’s relationship with AGI is the lens through which investors now must view all stocks. And the companies that hope to survive and thrive must adopt and integrate AI technologies as quickly as possible.

Those that fail to do so will perish… and time is of the essence.

That is why I’ve developed a three-step process for finding companies that will survive and thrive on The Road to AGI… and I’ll show you those three steps today.

In fact, I believe the stocks this process reveals are the only companies we should invest in for the foreseeable future.

The imminent arrival of AGI within the next 12 to 24 months puts us all in the crossroads right now.

So, let’s dive in…

Step 1: Invest “In” AI

This simply means buying shares of companies that are providing key parts of the infrastructure that will accelerate AI technology toward AGI.

Consider AI chip companies. They fit squarely into the “investing in AGI” category because they supply the immense amount of computational power that AGI requires.

When I first started talking about The Road to AGIless than a year ago, the AI chip market was projected to hit $341 billion in 10 years. It is now projected to hit $501 billion in only eight years.

Of course, any keen investor will want in on that $500 billion; but cashing in on that growth directly won’t be easy.

There is massive competition in the AI chip race. And names like Nvidia Corp. (NVDA) and Super Micro Computer Inc. (SMCI) – which develop AI-focused GPUs and servers, respectively – probably come to mind first.

However, if you break down an AGI chip of the future into its components, you’re likely to find the same exact raw materials, regardless of the manufacturer.

So, in my “investing in AGI approach,” I look at the companies that provide key parts of the infrastructure that will accelerate AI technology toward AGI – like the core group of precious metals inside each chip – instead of their highly valued producers.

Step 2: Invest “Alongside” AI

This means getting in on the companies primed to rise in tandem with AGI.

Now, I worry that too many folks have bought into a story that the only way to build AI wealth is to go overweight into the technology itself, like AI chip and software stocks.

But by ““investing alongside AGI,” we get a more thoughtful path to building wealth – with potentially far less risk. 

Let’s look at data centers, for example.

To achieve AGI, we need a lot of data centers to house all of its computing power. In fact, Nvidia CEO Jensen Huang predicts $1 trillion will be spent over four years on AI data centers. Most of that money will come from Amazon.com (AMZN), Alphabet Inc. (GOOGL), Microsoft.com (MSFT), and Meta Platforms Inc. (META). 

These data centers are being built on land across the country. In Vint Hill, Virginia, for example, the price of the land where a data center is going to be built has, over the past few years, soared 10 times in value.

So, in this case, “investing alongside AGI” would mean investing in the industries that provide the physical infrastructure and building blocks of AGI facilities.

I’m talking about companies than provide the raw land that will house data centers, or the systems that cool the centers or the energy sources that power them… or all of them at once.

Step 3: Invest in “Stealth” AI

This means investing in non-tech companies that will adopt and apply AI with the goal of reaping huge gains in efficiency, productivity, and profits.

Stealth AGI industries include shipping and logistics… beauty, fashion, and wellness… and food and beverage. These are companies that might even be considered a little boring, especially compared to headline-grabbers like Nvidia.

However, these less-exciting names will adopt AI and AGI in a bid to become more profitable, often by orders of magnitude. 

Biotech is a sector in the “Stealth AGI” category that I see a bright future for. That’s because AI in biotech is speeding up how we discover new drugs, making treatments way more personalized, and helping us predict diseases before they even show up.

Survival of the Fittest… AGI Style

So, companies that are set to ride the profit waves of AGI are the ones:

• Building or providing the materials for AI hardware and software…
• Riding its rising tide, like data center real estate companies…
• Or applying AI into their products and services, like biotech firms.

Everything that falls outside these categories is either too risky… or on its way out.

That is why I believe that the stocks within these three categories of AI investment are the only ones to buy right now.

I’ve got 41 different investment recommendations that have reached over 1,000% gains on my track record.

And now, in three brand-new reports, I have one recommendation ready to go for investing in AGI… another for investing alongside AGI… and a third for investing in Stealth AGI.

You can learn how to access the names of these companies in my brand-new The Road to AGI: The Final Warning special broadcast.

Now, I want to make it as clear and easy as possible to get started.

And so, during this free broadcast, I also reveal more about my AGI blueprint, including details on critical stocks to avoid or sell immediately before they collapse.

Plus, I’ll show you one of my top-rated AGI-related stock picks – name and ticker symbol. It recently registered a 46% gain while the S&P 500 dropped 5%.

In this free Final Warning video, I’ve got many more details.

With my AGI blueprint, you’ll soon be filling your portfolio with “survival of the fittest” companies… and capitalizing on their profits.

Click here to learn more.

Regards,

Eric Fry