Category Penny Stocks

How you should play today’s market volatility

What’s going to happen next?

That’s the question on everyone’s mind as we endure a whipsaw market.

The S&P 500 set an all-time high on February 19.

Now, just a little more than a month later, we’ve had a correction or more than 10%. As I write the market is down 3.7% for the year, and down 7.6% since February 19.

Regular Digest readers know that sentiment is very bearish.

This week’s survey data from the American Association of Individual Investors still shows many more bears than bulls among retail investors.

So, what’s going on? What should investors really be focusing on to help them position their money wisely?

I asked Luke Lango to help me sort it out.

Luke has a well-earned reputation for finding stocks about to breakout to the upside.

He’s found 23 stocks and cryptos that could have made followers 10 times their money

or more…

And more than 700 stocks that have at least double or tripled.

This week, I sat down with Luke to talk about what is going on with the market now, what might be coming short term and why right now may be a great time to buy!

Just click here or the screenshot below to watch this short-yet-informative video.

The market seems volatile right now, but the truth is that right now, as you’re reading this there’s a bull market happening.

Localized bull markets happen all the time.

With a system to identify when and where they are going to happen, investors could make life-changing returns. And that brings us to Luke’s trading service, Breakout Trader.

Luke’s team of CalTech programmers and engineers hand-coded the Breakout Trader system’s algorithms to scan hundreds of millions of pieces of market data on a weekly basis. The Breakout Trader system seeks out a specific combination of price action, moving averages, relative strength, and volume, among other criteria.

Luke uses this high-tech trading system to track a price breakout – and avoid most premature, whipsaw sell signals. Because at the end of the day, the only thing that’s going to make a difference to your portfolio is whether the stocks you own rise in value while you own them.

You can find out more about Luke’s Breakout Trader system using this link.

Enjoy your weekend,

Luis Hernandez

Editor in Chief, InvestorPlace

Editor’s Note: We live in perhaps the most innovative time in history. Over the next decade, emerging innovations will spark enormous disruptions across multiple industries. AI’s meteoric rise serves as a prime example.

Of course, where there’s disruption, there’s opportunity. And right now, there’s major disruption happening in the quantum computing (QC) space. 

As my colleague Louis Navellier has said, quantum computing is an exciting technology that few people have heard about. But you’re beginning to see more and more news… and the talk around the watercooler is growing. It’s like investing in AI back in 2016 – just before NVIDIA’s historic 7,000% run. Investors who positioned themselves early in AI saw life-changing gains. Quantum offers a similar rare opportunity. 

Just a few days ago, Louis held a special summit – his Next 50X NVIDIA Call event – to share all the critical details surrounding Big Tech’s latest QC accomplishments. And he revealed his favorite stock to play this tech’s takeoff – one with the potential to skyrocket, perhaps even delivering the kind of transformational 50X returns we saw with NVIDIA.

Today, we’re highlighting an article Louis shared with subscribers of his Market 360 offering insight into what’s got him so excited about QC right now. So, without further ado, take it away, Louis…

“This is the first event in history where a company CEO invites all of the guests to explain why he was wrong.”

That’s how NVIDIA Corporation’s (NVDA) CEO Jensen Huang kicked off his company’s highly anticipated Quantum Day – or “Q-Day” – Thursday afternoon. 

If you remember, back in January, Huang was asked at the CES trade show what he thought about the prospects for quantum computing.

Huang replied that he thought a “useful” quantum computer was maybe 15 to 30 years off. Those comments caused a bit of a firestorm, and a group of quantum computing stocks got crushed as a result.

I mention this because I’ve been telling you for weeks that quantum computing is on the verge of a “breakthrough” moment.

I also told you to ignore Huang’s words and to watch his actions instead.

The reality is by hosting Thursday’s event, Huang’s goal was twofold: 

1. To give these companies a chance to show how far quantum has come, and what obstacles the bleeding-edge technology still faces.
2. To position NVIDIA to take advantage of quantum’s potential… and its future profits.

As we’ve covered NVIDIA’s plans for quantum computing, I hope you’ve also positioned yourself to profit.

That’s because quantum is at a similar stage as where artificial intelligence was back in 2016, right before NVIDIA went on a historic 7,000% run.

Those who got in early made life-changing gains. Those who didn’t? Well, they missed out. 

That’s the whole reason why I hosted the Next 50X NVIDIA Call event in the first place.

Because right now, quantum computing is offering investors a similar opportunity.

And if we learned one thing from Thursday’s Quantum Day, it’s this… 

Quantum computing isn’t some distant fantasy. This tech revolution is happening now – and NVIDIA intends to lead the way.

That’s why investors everywhere are tuned in to see exactly what NVIDIA CEO Jensen Huang revealed.

So, let’s talk about what we learned from Q-Day, what this means for the quantum computing revolution… and how you can profit from it.

Editor’s Note: The market may be turbulent, but innovation never stops. And that’s exactly why InvestorPlace Senior Analyst Louis Navellier remains confident…

Especially after Nvidia Corps.’s (NVDA) Quantum Day, or“Q-Day,” event, held yesterday. At the event, Nvidia announced the creation of the Accelerated Quantum Research Center.

Quantum computing is at a similar stage as where AI was back in 2016, right before Nvidia went on a historic 7,000% run. So, right now, it is offering investors a similar opportunity to make life-changing gains.

That is why, in his recent, free broadcast, Next 50X NVIDIA Call, Louis shares which stock he recommends, and those you should stay far away from, in the fast-growing quantum sector. You can watch a replay of that video here.

Louis is also joining us today to share more exciting news from Nvidia’s “Q-Day” event.

Take it away, Louis…

“This is the first event in history where a company CEO invites all of the guests to explain why he was wrong.”

That’s how NVIDIA Corporation’s (NVDA) CEO Jensen Huang kicked off his company’s highly anticipated Quantum Day – or “Q-Day” – Thursday afternoon.

If you remember, back in January, Huang was asked at the CES trade show what he thought about the prospects for quantum computing.

Huang replied that he thought a “useful” quantum computer was maybe 15 to 30 years off. Those comments caused a bit of a firestorm, and a group of quantum computing stocks got crushed as a result.

I mention this because I’ve been telling you for weeks that quantum computing is on the verge of a “breakthrough” moment.

I also told you to ignore Huang’s words and to watch his actions instead.

The reality is by hosting Thursday’s event, Huang’s goal was twofold:

1) To give these companies a chance to show how far quantum has come, and what obstacles the bleeding-edge technology still faces.

2) To position NVIDIA to take advantage of quantum’s potential… and its future profits.

As we’ve covered NVIDIA’s plans for quantum computing, I hope you’ve also positioned yourself to profit.

That’s because quantum is at a similar stage as where artificial intelligence was back in 2016, right before NVIDIA went on a historic 7,000% run.

Those who got in early made life-changing gains. Those who didn’t? Well, they missed out.

That’s the whole reason why I hosted the Next 50X NVIDIA Call event in the first place.

Because right now, quantum computing is offering investors a similar opportunity.

And if we learned one thing from Thursday’s Quantum Day, it’s this…

Quantum computing isn’t some distant fantasy. This tech revolution is happening now – and NVIDIA intends to lead the way.

That’s why investors everywhere are tuned in to see exactly what NVIDIA CEO Jensen Huang revealed.

So, today, let’s talk about what we learned from Q-Day, what this means for the quantum computing revolution… and how you can profit from it.

Huang’s Quantum Leap

Let’s start off with the big news, which is the fact that NVIDIA announced the creation of the Accelerated Quantum Research Center.

The company will collaborate with quantum researchers from Harvard and the Massachusetts Institute of Technology to take on some of the most pressing challenges facing quantum computing.

The plan? Pair quantum hardware with NVIDIA’s supercomputers to pave the way for what it calls “accelerated quantum supercomputing.”

See, instead of seeing quantum computing as a threat to AI supercomputers (and, thus, NVIDIA), Huang’s idea here is to play to the strengths of each.

Quantum computing can help AI supercomputers blow past the limitations on the calculations they can perform. In turn, the researchers at the center will use the AI supercomputers to help smooth out some of the current roadblocks with quantum. That includes reducing qubit noise, or disturbances that cause quantum computers to mess up their calculations.

If NVIDIA can help tackle this problem, it will speed up the adoption of quantum computing on a commercial scale.

Aside from NVIDIA’s Accelerated Quantum Research Center, which is set to begin operations later this year, Huang also cited the company’s Quantum-X photonics networking chips during Q-Day, which will double performance and increase AI compute scalability fivefold.

Now, during the panel with quantum industry leaders, there was a call for more collaboration in the field.

One CEO said, “I would hope in the future that there is more sharing and maybe even the ability to work together, because the promise of quantum computing and what it can do for mankind is so significant.”

Another panelist said that to think quantum computers will replace classical computers is a mistake.

Instead, they will work together. The way the panelist characterized it, quantum computers are more like “processors,” or “very specialized machines” that will be used “in the complex workflow, alongside CPUs and GPUs, but really for specialized tasks.” 

In other words, as Huang put it, we shouldn’t expect quantum computers to be better at spreadsheets or to deliver our food quicker.

Instead, they will deliver answers to questions we never even knew we had.

We’re talking about drug discovery… using synthetic compounds to create new materials… developing self-driving cars that work… and more.

And near the end of the main Q-Day panel, Huang asked the industry leaders what they would all be discussing whenever they meet next year.

One CEO expects to be talking about using quantum to better train AI models.

Another said they were excited to discuss the real-world use cases of quantum computers.

Meanwhile, another noted, “We will see, in the next year, the first real tangible use cases of an AI agent working in conjunction with a quantum computer, doing things it otherwise couldn’t have done before.”

Others, meanwhile, were eager to quiet the skeptics and see quantum deployed in data centers – and also to see as many as 10 breakthroughs in physics, chemistry, biology and more.

“Well, guys, let’s go make it happen,” Huang finished.

The Best Way to Invest in the Quantum Revolution

Q-Day made one thing clear.

The momentum is building fast. Not only have there been a slew of breakthroughs in quantum computing recently – but the attention from the mainstream media is starting to build, too.

Now, I don’t want you to be at a barbecue this summer when someone mentions something they heard on the news about quantum computing before you get in on this revolution.

That day is coming soon, folks. And by then, it may already be too late.

That’s why I’ve been talking about this for the past two weeks. And it’s also why I hosted the Next 50X NVIDIA Call event.

If you didn’t catch this free broadcast, you should know that I started talking about my No. 1 quantum computing pick – a little-known small-cap company deeply partnered with NVIDIA, Microsoft Corp. (MSFT), Amazon.com Inc. (AMZN), and even NASA.

This hidden gem holds 102 patents, positioning it at the forefront of the Quantum Revolution. And after Q-Day today, this tiny stock could soar – potentially delivering massive gains for early investors.

But my No. 1 pick isn’t alone. I also highlighted a handful of other high-quality quantum stocks that offer smart ways to invest early and safely in this explosive sector.

These stocks pulled back after Huang’s Q-Day, but this isn’t surprising given their volatile nature and recent runup. And given NVIDIA’s big push into the quantum computing space, I expect them to bounce back soon.

So, now is the perfect time for investors to buy the dip and position themselves for the potential profits ahead.

It’s why I urge you to watch a replay of my Next 50X NVIDIA Call now.

In it, we start to talk about which stocks I recommend (and which ones to avoid) in the fast-growing quantum sector, including the tiny company I think has the greatest potential to deliver NVIDIA-like gains as this whole thing develops.

But don’t wait. As soon as NVIDIA’s Quantum Day announcements become widespread, these quantum stocks could move very quickly.

You can watch the replay now – before it’s taken down.

Sincerely,

Louis Navellier

Editor, Market 360

“This is the first event in history where a company CEO invites all of the guests to explain why he was wrong.”

That’s how NVIDIA Corporation’s (NVDA) CEO Jensen Huang kicked off his company’s highly anticipated Quantum Day – or “Q Day” – Thursday afternoon.

If you remember, back in January, Huang was asked at the CES trade show what he thought about the prospects for quantum computing.

Huang replied that he thought a “useful” quantum computer was maybe 15 to 30 years off. Those comments caused a bit of a firestorm, and a group of quantum computing stocks got crushed as a result.

I mention this because I’ve been telling you for weeks that quantum computing is on the verge of a “breakthrough” moment.

I also told you to ignore Huang’s words and to watch his actions instead.

The reality is by hosting Thursday’s event, Huang’s goal was twofold:

1) To give these companies a chance to show how far quantum has come, and what obstacles the bleeding-edge technology still faces.

2) To position NVIDIA to take advantage of quantum’s potential… and its future profits.

As we’ve covered NVIDIA’s plans for quantum computing, I hope you’ve also positioned yourself to profit.

That’s because quantum is at a similar stage as where artificial intelligence was back in 2016, right before NVIDIA went on a historic 7,000% run.

Those who got in early made life-changing gains. Those who didn’t? Well, they missed out.

That’s the whole reason why I hosted the Next 50X NVIDIA Call event in the first place.

Because right now, quantum computing is offering investors a similar opportunity.

And if we learned one thing from Thursday’s Quantum Day, it’s this…

Quantum computing isn’t some distant fantasy. This tech revolution is happening now – and NVIDIA intends to lead the way.

That’s why investors everywhere are tuned in to see exactly what NVIDIA CEO Jensen Huang revealed.

So, in today’s Market 360, let’s talk about what we learned from Q Day, what this means for the quantum computing revolution… and how you can profit from it.

Huang’s Quantum Leap

Let’s start off with the big news, which is the fact that NVIDIA announced the creation of the Accelerated Quantum Research Center.

The company will collaborate with quantum researchers from Harvard and the Massachusetts Institute of Technology to take on some of the most pressing challenges facing quantum computing.

The plan? Pair quantum hardware with NVIDIA’s supercomputers to pave the way for what it calls “accelerated quantum supercomputing.”

See, instead of seeing quantum computing as a threat to AI supercomputers (and, thus, NVIDIA), Huang’s idea here is to play to the strengths of each.

Quantum computing can help AI supercomputers blow past the limitations on the calculations they can perform. In turn, the researchers at the center will use the AI supercomputers to help smooth out some of the current roadblocks with quantum. That includes reducing qubit noise, or disturbances that cause quantum computers to mess up their calculations.

If NVIDIA can help tackle this problem, it will speed up the adoption of quantum computing on a commercial scale.

Aside from NVIDIA’s Accelerated Quantum Research Center, which is set to begin operations later this year, Huang also cited the company’s Quantum-X photonics networking chips during Q Day, which will double performance and increase AI compute scalability fivefold.

Now, during the panel with quantum industry leaders, there was a call for more collaboration in the field.

One CEO said, “I would hope in the future that there is more sharing and maybe even the ability to work together, because the promise of quantum computing and what it can do for mankind is so significant.”

Another panelist said that to think quantum computers will replace classical computers is a mistake.

Instead, they will work together. The way QuEra co-founder Mikhail Lukin characterized it, quantum computers are more like “processors,” or “very specialized machines” that will be used “in the complex workflow, alongside CPUs and GPUs, but really for specialized tasks.” 

In other words, as Huang put it, we shouldn’t expect quantum computers to be better at spreadsheets or to deliver our food quicker.

Instead, they will deliver answers to questions we never even knew we had.

We’re talking about drug discovery… using synthetic compounds to create new materials… developing self-driving cars that work… and more.

And near the end of the main Q Day panel, Huang asked the industry leaders what they would all be discussing whenever they meet next year.

One CEO expects to be talking about using quantum to better train AI models.

Another said they were excited to discuss the real-world use cases of quantum computers.

Meanwhile, another noted, “We will see, in the next year, the first real tangible use cases of an AI agent working in conjunction with a quantum computer, doing things it otherwise couldn’t have done before.”

Others, meanwhile, were eager to quiet the skeptics and see quantum deployed in data centers – and also to see as many as 10 breakthroughs in physics, chemistry, biology and more.

“Well, guys, let’s go make it happen,” Huang finished.

The Best Way to Invest in the Quantum Revolution

Q Day made one thing clear.

The momentum is building fast. Not only have there been a slew of breakthroughs in quantum computing recently – but the attention from the mainstream media is starting to build, too.

Now, I don’t want you to be at a barbecue this summer when someone mentions something they heard on the news about quantum computing before you get in on this revolution.

That day is coming soon, folks. And by then, it may already be too late.

That’s why I’ve been talking about this for the past two weeks. And it’s also why I hosted the Next 50X NVIDIA Call event.

If you didn’t catch this free broadcast, you should know that I started talking about my No. 1 quantum computing pick – a little-known small-cap company deeply partnered with NVIDIA, Microsoft Corp. (MSFT), Amazon.com Inc. (AMZN), and even NASA.

This hidden gem holds 102 patents, positioning it at the forefront of the Quantum Revolution. And after Q Day today, this tiny stock could soar – potentially delivering massive gains for early investors.

But my No. 1 pick isn’t alone. I also highlighted a handful of other high-quality quantum stocks that offer smart ways to invest early and safely in this explosive sector.

These stocks pulled back after Huang’s Q Day, but this isn’t surprising due to their volatile nature and recent runup. And given NVIDIA’s big push into the quantum computing space, I expect them to bounce back soon.

So, if you’re interested in quantum computing stocks, now is the perfect time to buy the dip and position yourself for the potential profits ahead.

It’s why I urge you to watch a replay of my Next 50X NVIDIA Call now.

In it, we start to talk about which stocks I recommend (and which ones to avoid) in the fast-growing quantum sector, including the tiny company I think has the greatest potential to deliver NVIDIA-like gains as this whole thing develops.

But don’t wait. As soon as NVIDIA’s Quantum Day announcements become widespread, these quantum stocks could move very quickly.

You can watch the replay now – before it’s taken down.

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 Corporation (NVDA)

Jeff Clark’s contrarian indicator … HYG looks bullish … Luke Lango continues to “back up the truck” … the two market levels he’s watching … the dollar is climbing again

Is your spouse a contrarian indicator?

Veteran trader Jeff Clark believes his is…and she just flashed a bullish signal.

In Jeff Clark Trader, Jeff uses a suite of indicators and charting techniques to profitably trade the markets regardless of direction – up, down, or sideways.

A few days ago, one of Jeff’s contrarian indicators just triggered:

My wife told me she heard the stock market was about to crash…

Gabriela entered my office and asked me a question she has NEVER asked in our entire 32 years together…

“How does the market look today?”

Jeff explains that his wife – though a brilliant woman who runs a wildly successful company – doesn’t follow the stock market. And she hardly ever expresses a market-related opinion.

But in recent days, lightninging has struck and she asked Jeff about the market, saying, “she heard the stock market was about to crash.”

Back to Jeff:

If she’s commenting on the market right now, it’s because whatever is happening is being talked about on one of Gabriela’s guilty pleasures – either mind-numbing television shows, or mind-numbing Instagram postings.

And it is a fantastic contrary indicator.

But after rallying in the wake of the Federal Reserve’s meeting on Wednesday, stocks sold off yesterday and are sliding as I write Friday morning

Do we need to be concerned?

Back to Jeff:

There’s nothing wrong with being cautious. There’s nothing wrong with trimming some positions and raising some cash as the stock market puts on an oversold bounce.

But betting aggressively on the downside right now is probably a mistake.

To explain why, Jeff points to the high-yield bond sector – a leading indicator for the stock market. When “junk” bonds are rallying, it usually represents a risk-on environment. That tends to be bullish for stock prices.

The opposite is typically true. When high-yield bonds fall, that usually represents bearish, risk-off mode for stock investors.

Back to Jeff:

It’s useful to note that while the S&P 500 recently traded down 10% from its high – putting it in “correction” mode – the iShares iBoxx High Yield Corporate Bond ETF (HYG) has recovered to within spitting distance of its all-time high.

For a visual, below, we look at HYG.

To Jeff’s point, it’s less than 1% below its high.

We’ll keep an eye on this and will report back if we begin to see significant deterioration.

Meanwhile, Jeff isn’t our only analyst expecting bullishness

It’s time to back up the truck.

So says our hypergrowth/technology expert Luke Lango.

On Wednesday, Luke continued his recent buying spree, recommending four new stocks in Innovation Investor. This brings the total number of new recommendations in March from Luke’s Innovation Investor and Early Stage Investor services to 25.

Back up the truck, indeed!

To understand Luke’s bullishness, let’s go to his Innovation Investor Buy Alert on Wednesday:

We’ve repeatedly told you that stocks were teetering at make-or-break levels—set to either roar higher or crash into a bear market over the next 12 months. Now, the verdict is in.

The latest technical and fundamental data couldn’t be clearer: The market isn’t breaking; It’s making…

The Fed just sent a loud, unmistakable signal to investors: They’ve got Wall Street’s back. That’s why we’ve been buying aggressively. And that’s why we’re not stopping now…

It’s time to back up the truck.

To make sure we’re all on the same page, there are two “make or break” levels that Luke has been watching

They are “19,440” on the Nasdaq-100, and the S&P 500’s 250-day moving average (MA).

“19,440” represents about 4% below the Nasdaq-100’s 200-day moving average. As we’ve detailed in recent Digests, Luke’s research identifies this level as a critical “bull/bear” divide, where, historically, a hold/bounce leads to double-digit gains in the ensuing months.

Similarly, the S&P’s 250-day MA has been another key make-or-break level for investors where a hold/bounce results in, according to Luke, “massive 12-month rallies.”

Below, you can see the Nasdaq-100 trading at 19,527 as I write – on the “bull” side of the divide (though it trades below its 200-day moving average).

And below, you can see how the S&P 500 briefly lost its 250-day MA, retook it, successfully, retested it as support, bounced, and is now retesting it (which is common as a new rally is beginning).

Source: TradingView

To access all Luke’s recent Innovation Investor recommendations as a subscriber, click here to learn more.

Now, though Jeff and Luke believe we’re in for bullishness, there is a potential headwind we should watch…

Keep your eye on the upward reversal of the U.S. dollar’s recent slide

Here in 2025, the U.S. Dollar Index has fallen hard.

As you can see below, the greenback has lost more than 4% on the year.

This is a notable move for a currency.

For context, the U.S. Dollar Index typically oscillates in the 5% – 10% range in any given year, so this 4% drop – in less than three full months – catches the eye.

Behind the decline has been two primary catalysts:

• Traders anticipating Federal Reserve rate cuts this year
• Concerns about U.S. economic prospects due to President Trump’s protectionist trade policies

But according to two key technical indicators, a bullish reversal is in the cards as this move has gone a little too far, too fast. And if that happens, it could be a headwind for our budding stock market rally.

What we can learn from the Dollar Index’s RSI and MACD indicators

To unpack this, let’s look at those indicators: the Relative Strength Index (RSI) and the Moving Average Convergence Divergence (MACD) indicator.

For newer Digest readers, the RSI is a momentum indicator that measures the extent to which an asset is overbought or oversold.

A reading over 70 suggests an asset is “overbought” (and likely poised to pull back as traders take profits) while a reading below 30 means it’s “oversold” (and poised for gains as bargain-hunters step in and buy).

Meanwhile, the MACD indicator reflects changes in a price trend’s strength, direction, momentum and duration. Traders use this tool by analyzing the location of the MACD line relative to its signal line.

At its most basic interpretation, if the MACD crosses above the signal line, it’s considered a bullish crossover, and potentially a buy signal. The opposite is true as well.

Below, we return to a chart of the U.S. Dollar Index (zoomed in), this time adding its RSI and MACD indicators.

You’ll see that the RSI has just climbed out of “oversold” conditions (below) 30 and is headed higher.

Also note how the MACD has U-turned from “falling” to “rising” and is about to push north of its signal line – the “bullish crossover” I just referenced.

If these signals presage upward pressure on the U.S. Dollar Index as history suggests, it could weigh on stocks

A stronger dollar typically hurts U.S. stocks, especially large-cap companies with significant international revenues (e.g., Apple, Microsoft, and McDonald’s).

Companies that generate significant revenues overseas watch those revenues convert into fewer profits at the time of currency conversion due to a stronger dollar.

Now, there’s an interesting contradiction playing out…

Earlier this week the Fed indicated that it anticipates two rate cuts here in 2025. That would weaken the dollar and be bullish for the currency conversion.

So, if the dollar begins rising consistently from here, that could signal that traders don’t believe the Fed and are less confident we’ll get those two rate cuts. It will be an interesting dynamic to watch.

In any case, keep the Dollar Index on your radar. It’s another tool for your investment toolkit as we try to navigate today’s complex market.

We’ll keep you updated on all these stories here in the Digest.

Have a good evening,

Jeff Remsburg

Small-cap stocks are teetering on the edge of a bear market. Investors keep waiting for a tailwind to lift stock prices, but so far, none has emerged. Last week’s inflation numbers hit expectations, and this week, the Fed left interest rates unchanged. Some investors feel paralyzed by this uncertainty.

But Luke Lango believes this is exactly when you should be bullish.

Luke’s reputation for pinpointing stocks about to break out is unmatched. Today, he’s diving into interest rates, inflation, tariffs, and why none of it could stop savvy investors from finding great opportunities.

Luke’s 400-Ft View on Trump 2.0

Wall Street expected Trump 2.0 to mirror Trump 1.0—with market-friendly deregulation and tax cuts. Instead, outside the crypto industry, investors got uncertainty. Tariffs have made stocks volatile, but Luke says markets are stabilizing as investors adjust to the new environment. His advice: Don’t fear the tariffs. Stocks dip when tariffs are threatened but rebound when tensions ease.

This “art of brinksmanship,” pushing negotiations to the edge, ultimately favors the U.S., the world’s strongest economy. And that’s why Luke isn’t shaken.

The Trump 2.0 Tailwind: AI Investment

The biggest tailwind Luke sees? AI.

Project Stargate, a $500 billion initiative, is about to boost America’s AI infrastructure. Even amid cost-cutting innovations like DeepSeek, tech giants continue pouring billions into AI. Nvidia CEO Jensen Huang predicts AI infrastructure spending will reach $1 trillion within a few years.

Luke points out we’re locked in an AI arms race with China, and the Trump administration is likely to match Silicon Valley titans like Musk and Zuckerberg dollar-for-dollar to secure AI dominance. JD Vance’s Silicon Valley experience further supports this drive.

That’s why Luke isn’t worried about a recession. With hundreds of billions pouring into AI infrastructure, he remains firmly bullish on the economy for 2025.

We need a lot more computing power … the time of robots has arrived … “the largest industry of all” … Q-Day is here … Eric Fry and the AI “space race”

The amount of computation needed is easily 100 times more than we thought we needed at this time last year.

So said Nvidia CEO Jensen Huang on Tuesday, speaking this week at Nvidia’s GPU Technology Conference – often called “the Super Bowl of AI.”

This is an abrupt about face from the fear the tech/investment world felt in the wake of the sudden emergence of the Chinese low-cost AI platform DeepSeek earlier this year.

Investors worried that AI would require drastically fewer semiconductor chips and less power. Suddenly, the billions of dollars that Wall Street had expected to flow toward bottom lines over the coming years were going to dry up.

Well, according to Huang, that was an incorrect interpretation:

This last year, this is where almost the entire world got it wrong.

Rather than slamming the brakes on AI investment, DeepSeek’s arrival was more like mashing the gas pedal to the floor.

The Chinese cutting-edge technology forced the AI community to transition to “reasoning” AI models, away from earlier Large Language Models (LLM) that focused primarily on generation without explicit reasoning skills.

Here’s The Wall Street Journal tying this shift to increased computing power:

So-called reasoning models spend more time “thinking” about a problem before delivering an answer. They break each prompt down into steps, a process that is best used for complex problems, according to companies building those models.

They might generate so much data that computing speeds will need to increase to process the data quickly for users.

Users won’t want to wait 10 times longer to get an answer that relies on 10 times more data, [Huang] said.

From an investment perspective, there’s one bottom-line takeaway…

The AI investment megatrend is alive and well…which means investing in the broader AI ecosystem is alive and well.

For an illustration, take power generation from datacenters.

Here’s the International Energy Agency (IEA) from its “Electricity 2024” report.

Electricity consumption from data centres, artificial intelligence (AI) and the cryptocurrency sector could double by 2026.

Data centres are significant drivers of growth in electricity demand in many regions.

Details and projections are changing fast. Here’s SemiAnalysis.com from last week:

The IEA’s recent Electricity 2024 report suggests 90 terawatt-hours (TWh) of power demand from AI Datacenters by 2026, which is equivalent to about 10 Gigawatts…

We see AI Datacenter capacity demand crossing above 10 GW by early 2025…

The boom in demand for AI clusters has led to a surge in focus on datacenter capacity, with extreme stress on electricity grids, generation capacity, and the environment.

The AI buildouts are heavily limited by the lack of datacenter capacity, especially with regard to training as GPUs need to be generally co-located for high-speed chip to chip networking…

The boom in generative AI, powered by transformers, will indeed need a lot of transformers, generators and a myriad of other electrical and cooling widgets.

Translation: If DeepSeek caused you to sell your shares of Eaton Corp., Vistra, Constellation Energy, Trane Technologies, NextEra, Super Micro Computer, or whatever related stock you owned, you might want to rethink that.

Huang also mentioned the investment trend we highlighted on Tuesday, which could be “the largest industry of all” …

Humanoids.

Back to the WSJ:

“The time has come for robots,” Huang said, noting there is a growing shortage of human labor…

With a “slow-thinking” capability, Nvidia’s physical AI can help robots perceive and reason about their environment, and fast-thinking capability allows it to take actions.

“Everyone, pay attention. This could very well be the largest industry of all,” Huang said.

This fits with our own research. In Tuesday’s Digest, we dug into the investment opportunity with humanoids. Here’s ETF provider and research shop, GlobalX:

The potential market opportunity for humanoids is massive, and it’s accelerating.

Tesla CEO Elon Musk and industry stakeholders believe there could be over 1 billion humanoids on Earth by the 2040s…

The potential of general-purpose humanoid robotics remains largely untapped, with their appeal being their versatility.

To estimate the market for general-purpose humanoids, GlobalX assumes 15% household penetration and a price point of $10,000 – $15,000. That results in a market size of almost $3 trillion by 2035.

Keep in mind, general-purpose humanoids aren’t the only market. GlobalX estimates the market size for industrial humanoids – ones developed to automate intensive production tasks – at nearly $2 trillion over the next decade.

Given these dollar figures, Huang’s characterization of “the largest industry of all” doesn’t sound too hyperbolic.

As we noted on Tuesday, there are a handful of ways to invest. Our technology expert Luke Lango recently highlighted how Tesla, Meta, Apple, Alphabet, Nvidia, and OpenAI are just a few of the companies working on aspects of humanoid technology.

But as a quick reminder, Luke believes there’s a stealth way to play this. From Luke:

I think Elon Musk and his AI robot Optimus have the potential to profoundly change the world and go down in history as Musk’s greatest achievement. 

And I’ve found a “backdoor” way to invest in this new Optimus project. 

For more on this stealth robotics play, Luke put together a free research video. You can check it out right here.

Returning to Huang and Nvidia, today brings the long-awaited “Q-Day”

Today is the conference’s “Quantum Day” where industry leaders, developers, and partners are meeting to explore the future of quantum computing.

As I write Thursday morning, it’s too early for any news stories covering announcements, but here’s Barron’s with some overall details:

Quantum computing is set to take center stage at Nvidia GTC [today], signaling that the emergent technology may no longer be decades in the future; rather, the future is approaching…

Nvidia said Tuesday that it would invest in a Boston-based facility to accelerate the development of quantum systems. A key goal will be exploring how artificial-intelligence supercomputing can be integrated with quantum systems to accelerate decoding, the process of determining where errors were made and how to fix them…

Quantum and AI are expected to work together in the future, with the technologies drawing on each other to accelerate the training of AI models and enable more accurate computations.

Legendary investor Louis Navellier has been eagerly awaiting today. If you’ve read the Digest over the last week, you know that Louis believes Nvidia will make some bold announcements about quantum computing, potentially lighting a fire under the entire sector – and one stock in particular.

Here’s Louis’ overall take on where the sector finds itself today:

Quantum computing today is where artificial intelligence was a few years ago.

It’s an exciting technology that few people have heard about. But you’re beginning to see more and more news… and the talk around the watercooler is growing.

It’s like investing in AI back in 2016 – just before NVIDIA’s historic 7,000% run.

Investors who positioned themselves early in AI saw life-changing gains.

Quantum computing offers a similar rare opportunity. Those who act now could capture massive profits as quantum computing enters its own explosive growth phase.

If you missed Louis’ presentation on quantum computing along with more details on his favorite small-cap way to play it, you can catch the free replay here.

We’ll bring you more on Nvidia’s quantum announcements later this week.

If all this isn’t enough to get you bullish on AI today, our global macro expert Eric Fry has another reason, and it brings us full circle to DeepSeek…

From Eric:

Just as Sputnik was a wakeup call that triggered a massive boom in space stocks… I believe the DeepSeek wakeup call will do the same for certain AI stocks.

But this time, the gains could be much, much higher than anything we saw in the 1960s… because the stakes here are much, much higher.

In yesterday’s issue of Smart Money (Eric’s free newsletter), he compared today’s AI race to the Space Race from the 1960s.

But whereas the Space Race was mostly a competition for prestige and national pride, the AI race has far greater stakes.

From Eric:

AI is a technology that has the potential to create, or destroy, on a scale that humanity has never before encountered.

That’s why the U.S. will be pursuing an all-hands-on-deck strategy to master AI’s capabilities before anyone else does.

Now, “all-hands-on-deck” might as well mean “all-wallets-on-deck,” which is exactly what we’re seeing happen.

As just one illustration, Eric points toward Stargate, the major AI initiative that President Trump announced just days before his inauguration.

AI leaders including Sam Altman, Larry Ellison, and Masayoshi Son said they’re going to lead the effort to spend $500 billion on building AI data centers across the United States over the next four years.

This is going to ramp up the profits of select stocks in the same way the U.S. government’s effort to win the Space Race resulted in a profit bonanza for certain stocks.

On that note, Eric highlights how, thanks to the Space Race, shares of Boeing Co. (BA), the builder of Apollo’s rocket, jumped 481%… Motorola, the supplier of communication equipment to Apollo, jumped 543%… and shares of Hewlett-Packard, which provided medical equipment to monitor the astronauts, skyrocketed 618%.

Eric expects a handful of stocks will see similar (and potentially, far greater) returns now that DeepSeek has light a fire under the U.S. AI rollout.

For a deeper dive into this opportunity, Eric just put together a research video. Here he is with more details:

I’ve identified several stocks that I believe will benefit greatly from AI’s “Sputnik Moment,” and I’ll show you how you can access these names in my brand-new, free special broadcast.

In the video, I’ll also detail how a new, breakthrough project led by Elon Musk – which I call “Apollo 2.0” – could decide the global winner of the AI Race.

Bottom line…

The AI investment trend isn’t just “still in play,” it’s accelerating.

It’ll be volatile, but we remain in the early days of perhaps the most transformative technology our world has ever seen – a next step that will drive trillions of dollars through the global economy over the coming years.

Invest accordingly.

Have a good evening,

Jeff Remsburg

Thank you, Mr. Jerome Powell. This week, the U.S. Federal Reserve Board Chair told investors that the central bank is ready and willing to step in and support the U.S. economy with multiple rate cuts, if need be. By doing so, he put an end to the recent market crash… 

And gave folks the signal to buy stocks. 

Investors have been on edge for a month now, ever since U.S. President Donald Trump launched a trade war against the nation’s largest trading partners. Given Wall Street’s anxiety about those tariffs’ potential economic impact, stocks were consistently sliding lower.

The White House’s commentary incited even more fear, with Trump and others saying they are willing to accept some short-term economic pain – even a recession – to achieve their long-term economic goals. 

Naturally, investors have been very nervous. 

But Powell and Co. just quelled those fears, essentially telling Wall Street: “Don’t worry – we’ve got your back.”

And we think this dovishness implies it’s time to back up the truck and buy the market’s dip.

This Dovishness Is Bullish

Going into yesterday’s Fed announcement, many investors were apprehensive that the central bank would shift decisively hawkish. 

That is, since the last time we heard from the Federal Reserve, tariffs, federal spending cuts, and policy uncertainty drove significant upside risks to inflation and downside risks to economic growth. The Fed could have easily been hawkish in response, calling for more inflation and less growth – and paring back rate cut projections.

But that didn’t happen. 

Instead, the Fed largely maintained its economic projections for 2025, ‘26, and ‘27, with only some minor adjustments to growth and inflation expectations. 

It maintained its outlook for two rate cuts this year. 

And in the post-meeting press conference, Powell sounded largely dovish. His big-picture messaging was that he thinks the economy will remain solid amid all these policy changes. But if it isn’t, the Fed is ready and willing to step in and save the day. 

In the 1990s, it was the rise of the personal computer. That wave minted fortunes in Microsoft (MSFT) and Qualcomm (QCOM).

Then came the internet, turning companies like Amazon (AMZN), Meta (META), and Netflix (NFLX) into Wall Street darlings.

The smartphone era followed, propelling Apple (AAPL) to historic highs. Then, the electric vehicle revolution sent Tesla (TSLA) soaring.

History is clear: When a tech revolution hits, early investors in the right stocks see life-changing returns.

So, what’s next?

We believe the next great tech revolution is already here. And it’s unlike anything we’ve seen before.

I think we’ve found just that in quantum computing.

The End of Classical Computing

For decades, computers have processed information using binary bits—strictly 0s and 1s. That era is coming to an end.

Enter quantum computing—a leap so profound it makes classical computing look primitive.

If quantum computing sounds like science fiction, buckle up, because science fiction is fast becoming reality.

Quantum computing harnesses the mind-bending principles of quantum mechanics to process information in ways classical computers could never achieve. This isn’t just a faster chip or a new programming trick; it’s a whole new way of computing.

Classical computers—all the computers we use today—store information in binary bits, where the information is coded either as a “0” or “1.” Quantum computers don’t use these binary bits. Instead, they use quantum bits, or qubits, which can exist in multiple states at once (a phenomenon called superposition).

In simple terms, while a classical bit is like a coin that’s either heads or tails, a qubit can be both at the same time. Qubits can also become entangled, linking their states even when separated.

The result? Exponential processing power.

A task that might take an ordinary computer millennia can potentially be solved by a quantum computer in minutes or seconds. As one expert put it, if a regular computer could only use the North and South Poles of a globe, a quantum computer can use any point on the entire Earth’s surface for computation.

It is a profound leap that lets quantum machines tackle problems of almost unimaginable complexity.

Scientists have long theorized that such machines could solve problems previously thought to be permanently out of reach. Today, that theory is being proven in real time.

In 2019, for example, Google’s prototype quantum processor performed a calculation in 200 seconds that they estimated a supercomputer would need 10,000 years to finish. That milestone, dubbed “quantum supremacy,” was a hint of what was coming.

Fast forward to today, and the breakthroughs are coming fast and furious.

• Google (GOOGL, GOOG) just unveiled a new quantum chip, Willow, which completed a calculation in under five minutes that would take the fastest supercomputer an estimated 10 septillion years.
• Microsoft introduced Majorana 1, powered by a novel Topological Core architecture that could drastically accelerate the timeline to functional quantum computing.
• IBM (IBM) released Heron, its highest-performance quantum processor yet, designed to eliminate critical errors and push quantum technology closer to real-world applications.
• D-Wave Quantum (QBTS) just outperformed one of the world’s most powerful classical supercomputers in solving complex simulations—an achievement published in Science.

As evidenced by all of these recent breakthroughs, quantum computers are fast becoming a reality. And because these computers could dramatically reshape every facet of the global economy, quantum computing stocks are rapidly becoming some of the biggest winners on Wall Street.

Again, find the next big tech revolution, and you’ll find the next batch of big tech stock winners.

Quantum computing appears to be that next big tech revolution. Unsurprisingly, quantum computing stocks are already emerging as the next batch of big tech stock winners.

In our view, there are five pure-play quantum computing stocks in the market right now: IonQ (IONQ), D-Wave Quantum, Quantum Computing (QUBT), Rigetti Computing (RGTI), and Arqit Quantum (ARQQ).

All five of those pure-play quantum computing stocks are up more than 200% in the past six months. Three of them are up more than 1,000%:

Quantum Day Is Here

Quantum computing stocks have been on fire, and they could get even hotter tomorrow, Thursday, March 20.

That’s because tomorrow is Nvidia’s inaugural Quantum Day—a day at the chip giant’s annual GPU Technology Conference dedicated exclusively to discussing developments in the quantum computing industry. Pretty much every major quantum computing firm—including IonQ, D-Wave, Rigetti, and more—will be speaking at Quantum Day.

It will be a watershed moment for the quantum computing industry. We expect some big announcements at Quantum Day, and we think those announcements could help pave a path for quantum computing to go mainstream.

Once it does, it could be up, up, and away for quantum computing stocks.

That could have a profound impact on all tech stocks.

Computers are the foundation on which nearly all modern technology is built. If we transition to quantum computers—and essentially upgrade all the world’s computers to be faster, smarter, and more capable—then we will transitively upgrade all the technology in the world.

Every smartphone, every smart device, every piece of software, and every game could all become faster, smarter, and more capable.

In other words, quantum’s watershed moment could be a watershed moment for the whole tech industry.

This is why you need to be looking at all tech stocks right now.

Elon Musk’s Boldest Bet Yet

With that said, we’d like to turn your attention to Elon Musk’s latest and biggest tech bet—his humanoid robot dubbed Optimus.

Optimus is a humanoid robot that Elon uses to complete tasks inside Tesla factories. He plans to make thousands of these robots this year and deploy them throughout Tesla factories. He then plans to build tens of thousands of Optimus robots in 2026 and sell them to other companies, and maybe even send one to Mars. By 2027, he hopes to produce even more robots and start selling them to consumers so folks like you and me can have robots completing chores in our homes.

Those robots, of course, are built on top of computers.

If Tesla turns to quantum computers and builds Optimus on top of quantum computers, that could facilitate the creation of a “super robot” like the stuff you see in Will Smith’s iRobot.

Scary, yes, but also very cool.

And absolutely worth looking into as a generational investment opportunity.

But while Tesla makes the Optimus robot, Tesla stock is not the best way to play Optimus.

Rather, I’ve discovered what I believe is a far superior way to play Optimus—a more compelling stock that will potentially supply critical components for Optimus.

That stock could be the best way to play the Robot Revolution.

Click here to learn more now.

_{On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.}

P.S. You can stay up to speed with Luke’s latest market analysis by reading our Daily Notes! Check out the latest issue on your Innovation Investor or Early Stage Investor subscriber site.

Hello, Reader.

1 part 1940s Manhattan Project

1 part 1960s Space Race

Those are the ingredients to the current worldwide race to develop dominant AI technologies.

Like the Manhattan Project, the AI race is a high-stakes competition to develop a powerful technology of weaponization.

Just yesterday, during an AI “jam session” at the Oak Ridge National Laboratory, U.S. Energy Secretary Chris Wright compared the push to create advanced AI with the World War II-era race to develop of nuclear weapons.

“We have another completely transformative technology that’s just coming out, just hitting critical mass, and I can’t even imagine three, four, five years from now how different our world will be,” Wright said. (The Tennessee locale was an appropriate venue for Wright’s comments. You wouldn’t know it from Oppenheimer, but Oak Ridge was the Manhattan Project’s administrative headquarters… and the home of America’s enriched uranium production.)

And like the Space Race, the AI race is also a competition to seize control of a limitless new frontier… squaring us, once again, against rival nations.

AI is a technology that has the potential to create, or destroy, on a scale that humanity has never before encountered. That’s why the U.S. will be pursuing an all-hands-on-deck strategy to master AI’s capabilities before anyone else does.

So, in today’s Smart Money, I’ll further detail what the Space Race reveals about the AI Race to come. (Let’s just say that investors in that era’s space companies profited handsomely in the 1960s.)

We’ll take a look at some of the competitive steps the U.S. is taking to win the AI Race…

And I’ll offer up some ideas on how to profit in the 2020s.

Let’s dive in…

One Small Step for Man…

When the Soviet Union launched Sputnik in 1957, it became the first country to set a satellite into orbit… and marked the opening of the Space Race between the USSR and the United States.

Both competitors feared losing “control” of space – and ceding a potential centuries-long celestial advantage to a hostile nation.

So, the U.S. government swiftly responded with Project Apollo… and the far more ambitious goal of putting man on the moon.

As President John F. Kennedy remarked during a 1962 address at Rice University…

This generation does not intend to founder in the backwash of the coming age of space. We mean to be a part of it. We mean to lead it…

But the vows of this nation can only be fulfilled if we in this nation are first, and therefore, we intend to be first…For space science, like nuclear science and all technology, has no conscience of its own. Whether it will be a force for good or ill depends on man…

The Apollo program employed 400,000 people, drew support from 20,000 industrial firms and universities, and cost $50 billion to complete – roughly equivalent to $500 billion in today’s dollars.

In the end, America won the Space Race in 1969 when astronaut Neil Armstrong became the first person to walk on the moon.

Source: NASA

All told, the Soviet’s Sputnik satellite was a wakeup call that triggered the U.S. lunar achievement. One that that sent space stocks into orbit…

• GE Aerospace (GE), which worked on propulsion and power systems for the Apollo spacecraft, more than doubled in the mid-1960s… 
• RTX Corp. (RTX) (then known as Raytheon), the company behind the Apollo Guidance Computer, jumped even higher… 
• And Boeing Co. (BA), the builder of Apollo’s rocket, jumped 481%. 

It also sent a group of stocks beyond aerospace companies exploding higher. 

• Shares of 3M Co. (MMM), which was a big supplier to NASA, also more than doubled…  
• Motorola, the supplier of communication equipment to Apollo, jumped 543%… 
• And shares of Hewlett-Packard, which provided medical equipment to monitor the astronauts, skyrocketed 618%. 

Today, the AI Race has launched a new high-stakes competition, one which, to borrow from JFK, the U.S. intends to win because AI technology, like “all technology, has no conscience of its own. Whether it will be for good or ill depends on man.”

And much like the Space Race, the AI Race was kicked into overdrive by a global competitor with a superior product: China’s DeepSeek R1.

One Giant Leap for AI…

Now, we’ve talked about DeepSeek’s large language model (LLM) model achievement here at Smart Money before. As you likely recall, its debut rocked – and shocked – the market at the end of January.

That incident occurred almost simultaneously with a major new AI initiative that President Donald Trump announced just days after his inauguration: the Stargate Project.

Touted as the largest AI infrastructure project in history, Stargate’s goal is to make the U.S. the unrivaled AI capital of the world. The partners in this joint venture include ChatGPT developer OpenAI, Oracle Corp. (ORCL), and Japan’s SoftBank Group Corp. (SFTBY). 

Respective CEOs Sam Altman, Larry Ellison, and Masayoshi Son say they are going to lead the effort to spend $500 billion on building AI data centers across the United States over the next four years. The rollout has already begun, with the Stargate partners now building multiple new AI data centers near Abilene, Texas.

As President Trump said at the time, “The release of DeepSeek AI from a Chinese company should be a wakeup call for our industries that we should be laser-focused on competing to win.”

This week, less than two months after DeepSeek’s arrival, Bloombergreported that Stargate’s first data center complex will have space for as many as 400,000 of Nvidia Corp.’s (NVDA) AI chips.

This would make the Abilene site one of the largest known clusters of AI computing power in the world. Developers expect construction for the site to be completed by mid-2026.

Just as Sputnik was a wakeup call that triggered a massive boom in space stocks… I believe the DeepSeek wakeup call will do the same for certain AI stocks.

But this time, the gains could be much, much higher than anything we saw in the 1960s… because the stakes here are much, much higher.

Remember: While the Space Race was mostly a competition for prestige, the AI Race (like the Manhattan Project) is a contest for supremacy.

I’ve identified several stocks that I believe will benefit greatly from AI’s “Sputnik Moment,” and I’ll show you how you can access these names in my brand-new, free special broadcast.

In the video, I’ll also detail how a new, breakthrough project led by Elon Musk – which I call “Apollo 2.0” – could decide the global winner of the AI Race.

Click here to learn more.

Regards,

Eric Fry