Category Penny Stocks

Editor’s note: “Stay Ahead of Stock Market Volatility With An Outperforming Strategy” was previously published in May 2025. It has since been updated to include the most relevant information available.

For the past several months, since it became clear that Donald Trump won the U.S. presidential election, the stock market has been highly volatile. 

In that time, we’ve seen:

• One of the fastest 10% drops in market history
  • Following the announcement of the “Liberation Day” tariffs on April 2, the S&P 500 sharply declined, dropping over 12.1% in the subsequent four sessions.
• One of the worst two-day crashes
  • On April 3-4, the market suffered a 10.5% setback, marking the fourth-worst two-day stretch since 1950.
• One of the best single-day rallies
  •  Following President Trump’s announcement of a 90-day pause on recently implemented tariffs, the S&P surged 9.5% on April 9, marking its strongest one-day performance since October 2008.
• One of the best win streaks
  • On May 2, the S&P locked in its ninth straight day of gains – the longest winning streak in more than 20 years – rising roughly 10% over that stretch
• One of the highest readings for the volatility index
  • The CBOE Volatility Index (VIX), often referred to as the market’s “fear gauge,” nearly doubled over six months, reaching a reading of 27.86.

With all this volatility, investors are dying to know what the next four years will look like for stocks under “Trump 2.0.” Is this unpredictability the new normal?

Possibly… 

I have six words of advice for this era: embrace the boom, beware the bust. 

Embrace the Boom; Beware the Bust

Thanks in large part to the AI investment megatrend, the U.S. stock market has been booming for the past two years. 

That is, the craze around artificial intelligence has sparked an exceptional surge in investment. Companies have been racing to create the infrastructure necessary to support next-gen AI. Indeed, Meta (META), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL) – pretty much all the world’s major tech companies continue to spend billions upon billions of dollars to build new AI data centers, create new applications, hire more engineers, etc. And all that investment has created a major economic boom.

The result? Stocks have been soaring for two years. 

From its lows in October 2022 to its peak in early February, the S&P 500 surged more than 70% higher. That is a stellar rally. And it was powered by two consecutive years of greater than 20% gains across the market. 

The S&P rose 24% in 2023. It popped another 23% in ’24. That is just the fourth time since the Great Depression – nearly 100 years ago – that the index rallied more than 20% in back-to-back years. 

We were unequivocally in a stock market boom. 

And in our view, this boom is about to get even ‘boomier.’ 

If you’ve been paying attention to financial headlines lately, you may have noticed a strange pattern…

Everyone’s suddenly talking about the same thing – uncertainty – and it’s become Wall Street’s favorite scapegoat.

CEOs cite it when their companies fall short. Economists use it to hedge every forecast. The media leans on it to stir anxiety. And in April alone, the Federal Reserve used it 80 times in just one Beige Book report.

But when everyone’s busy warning about what might happen, they tend to miss what’s actually happening.

In today’s Digest, legendary investor Louis Navellier will shine a light on what is actually happening, focusing on three powerful shifts taking place right now. Collectively, they form the basis for Liberation Day 2.0, which Louis discussed in detail at his event last week.

Each of these moves is unfolding in real time – and one under-the-radar stock that Louis names below may be perfectly positioned to benefit.

Enough introduction. I’ll let Louis take it from here.

Have a good weekend,

Jeff Remsburg

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In the very first Sesame Street episode, in November 1969, Kermit the Frog attempts to describe the letter “W.” A hungry Cookie Monster chomps away at the subject matter, forcing Kermit to change his prepared speech to talk about “N”… then “V”… as sections of the letter disappear.

The segment proved so memorable that Sesame Street has continued to run some version of its “letter of the day” to the present.

Fast forward to today, and the American economy is now being brought to you by the letter “U.”

Indeed, uncertainty has become the fixation of media and Wall Street alike. 

Eighty-four percent of the S&P 500 companies used the term “uncertainty” in their most recent earnings calls. Moody’s used it as a reason for their recent downgrade of U.S. debt.

In fact, this word has become so prevalent that the Federal Reserve’s April 2025 “Beige Book” (its twice-a-quarter commentary on current economic conditions) used it 80 times without people really noticing. (The April 2024 version mentioned the word only 11 times.)

Now, I want to acknowledge the word is useful in some cases.

But the word “uncertainty” gives many the excuse to be a bit lazy: 

• It lets the media create an invisible enemy to focus readership anger… 
• It causes financial analysts and investors to throw up their hands and say nothing’s for sure…. 
• It allows CEOs of S&P 500 companies to blame something else if their performance falls short… 

And it also hides some facts that are absolutely crystal clear to me.

So, today, let’s review three items that are actually quite certain… what they has to do with President Trump’s three-part economic plan… why this plan matters to investors…

And one stock investors can buy right now to profit off of the president’s latest pro-business moves.

Certainty No. 1: Tax Liberation

Last week, President Trump’s “Big, Beautiful Bill,” a sweeping legislative tax proposal, passed the House. Here are three key reforms it includes…

• Permanent middle-class tax cuts. It lowers the individual income tax rate. For example, the 15% bracket is dropped to 12% and 25% is lowered to 22%. There are also no taxes on tips or overtime – one of President Trump’s campaign promises.
• Expanded family and child benefits. The child tax credit is permanently set at $2,000 per child. It also includes new MAGA savings accounts, with a $1,000 federal contribution for newborns.
• Health and wellness savings expansion. Health savings accounts (HSAs) can be used on more than just doctor’s visits and medications. Americans can apply them toward things like fitness memberships, direct primary care and spousal flexibility.

However, President Trump isn’t stopping there… he also wants to use the revenues the U.S. makes from tariffs to cut income taxes for people making $150,000 or less. This would be the biggest change to the tax code since Trump’s first term, when he passed the Tax Cuts and Jobs Act.

These tax changes would be a huge boost for the middle class and economy. According to the House Ways and Means Committee, the Tax Cuts and Jobs Act drove wages higher, grew business investment by 20% and boosted GDP by a full percent. This could lead to trillions of dollars in additional growth over a decade.

All we need now is for the Senate to get on board, and then the Big, Beautiful Bill will become law.

Certainty No. 2: Tech Liberation 

Artificial intelligence will continue to gobble up ever more electricity this year. Here’s why I’m so confident:

Last November, NVIDIA Corporation (NVDA) released its Blackwell chip, an AI platform that’s 3X to 4X faster than its predecessor. It’s also a power hog, with each B200 GPU unit consuming 1,200 watts, roughly what a household toaster needs. (Its predecessor used 700 watts.)

However, this 70% increase in power consumption doesn’t translate to 70% more electricity demand overnight. Blackwell chips can only be produced so quickly, and even the top cloud computing firms like Oracle Corporation (ORCL) and Microsoft Corporation (MSFT) have been forced to wait in line for supply.

During its first-quarter earnings call, Microsoft CEO Satya Nadella noted that profits at his firm would have been even higher if only they had the hardware. 

That will change through mid-2026 as more Blackwell chips roll off the assembly line. Older generations of Nvidia’s Hopper chips will be replaced by these power-hungry Blackwell ones, and additional sites will be built to house all-new sets. More of these chips means more power will be consumed, straining an already tight U.S. energy grid further. 

In addition, AI developers show no sign of lifting off the gas pedal. 

In April, OpenAI launched its latest GPT-4.1 model, an AI that’s roughly 20% better at coding than its predecessor GPT-4o. The firm followed up this month with a new AI coding agent, Codex, a powerful tool that can write code, fix bugs, run tests, and answer questions.

Not to be outdone, Alphabet Inc. (GOOG) unveiled a suite of AI-powered products at its I/O developer conference on Tuesday, May 20. This included a new series of AI models, AI-generated movies, next-generation smart glasses, and AI-powered wearable devices.

Perhaps most importantly, Alphabet revealed a new AI model, code-named “Deep Think,” that is more than twice as accurate as OpenAI’s best models at certain tasks. 

This AI arms race will continue, driving up demand for power-intensive Blackwell chips. No AI company can afford to get left behind, and so we expect power-generation firms will continue to see strong demand. 

Certainty No. 3: Energy Liberation

On President Trump’s first day in office, he signed three new energy executive orders that would “unleash America’s affordable and reliable energy and natural resources”:

• Executive Order 14154, “Unleashing American Energy”: This order boosts energy independence and economic growth. It prioritizes expanding energy production on federal lands and offshore, increasing domestic mining of critical minerals, and ending the electric vehicle (EV) mandate to promote consumer choice. It also demands a review of regulations that hinder energy development.
• Executive Order 14156, “Declaring a National Energy Emergency”: This order declares a national energy emergency and directs federal agencies to use emergency powers to increase energy development. This includes identifying and utilizing domestic energy resources, streamlining leases and permitting processes, and expanding energy infrastructure. The goal is to make the U.S. more energy independent.
• Executive Order 14153, “Unleashing Alaska’s Extraordinary Resource Potential”: This order is to expand resource development in Alaska. It focuses on boosting energy production, streamlining permits, and advancing infrastructure like pipelines and liquified natural gas (LNG) exports. It also restores oil and gas leasing in the Arctic National Wildlife Refuge and directs agencies to remove regulations that hinder development.

These three initiatives, I believe, may have the largest long-term impact on this country’s wealth and prosperity. The reality is we’re sitting on over $100 trillion worth of energy and natural resources right here in America.

That’s almost four times larger than our annual GDP and three times larger than our national debt. That means we can wipe out the national debt three times over just by tapping into the assets we have buried in our own backyard. This would be a game-changer for our economy.

All Part of President Trump’s Liberation Day 2.0

The reason why I believe tax liberation, tech liberation and energy liberation are certainties is because they fall under President Trump’s three-part economic plan. I like to call it Liberation Day 2.0.

Investors looking for a place to buy may want to investigate the president’s latest “liberation.”

On Friday, May 23, he signed a series of executive orders with the goal of “re-establishing the United States as the global leader in nuclear energy.” The orders slash regulations, with the aim to increase American nuclear energy capacity from 100 gigawatts to 400GW by 2050 and to “have 10 new large reactors with complete designs under construction by 2030.”

Nuclear stocks jumped on the news… but they still have plenty of room to run as AI’s need for power continues to soar. One of my favorite nuclear stocks at the moment is Vistra Corp. (VST).

This Irving, Texas-based company is one of the biggest power generators in the United States, with about 37,000 megawatts of power generated from natural gas, nuclear, solar and battery storage facilities. The company offers reliable and efficient power solutions to approximately 4 million customers – residential, commercial and industrial – in 20 states, and Washington, D.C.

And in March 2024, Vistra completed a $3.4 billion deal to acquire Energy Harbor, making it the second-largest American nuclear power provider.

It rates a “B” in my Stock Grader system, and I recommend it in several of my paid services. Investors curious about nuclear energy “liberation” should take a closer look at VST.

Of course, that’s not the only way to profit from Liberation Day 2.0.

And I discuss some more ideas during my Liberation 2.0 Summit, which you can watch now by clicking here.

During this summit, I also discuss:

• The three sectors I expect to dominate during the next phase of Trump 2.0 – and a top-ranked “buy” pick for each sector.
• The sectors I believe will suffer the most as we transition to the new Trump economy – and 10 stocks my Stock Grader system and I say to avoid and/or sell now.
• The strategy I’m using to help my readers target $2,500… $5,000… even $10,000 paydays.
• And details on the Stock Grader system that’s helped me beat Wall Street at its own game for nearly five decades.

Click here to watch the replay before it’s too late.

Regards,

Louis Navellier

Senior Analyst, InvestorPlace

Louis Navellier hereby discloses that as of the date of this email, he, 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)

Editor’s Note: Uncertainty is everywhere. Just look at the fact that more than 350 S&P 500 companies cited the word “uncertainty” on their latest earnings calls, the highest in years.

But legendary investor Louis Navellier says the real story isn’t about what’s unclear – it’s about three major economic shifts that are already happening with full clarity.

He calls it Liberation Day 2.0 – a sweeping trifecta of Tax Liberation, Tech Liberation, and Energy Liberation, powered by President Trump’s latest policies.

Louis believes this plan could unlock up to $10 trillion in new stimulus, create millions of jobs, and trigger a generational bull market.

This week, Louis went live with a brand-new briefing – The Liberation Day Summit – where he revealed:

• A stock he believes could hand investors $5,000–$15,000 in gains
• Three sectors set to dominate under Trump 2.0
• Ten stocks he says to sell immediately
• And the strategy he’s using to help readers capture big paydays

You can watch a free replay of his special broadcast here.

Don’t miss Louis’ full blueprint for turning today’s so-called “uncertainty” into tomorrow’s opportunity. 

Now, take it away, Louis…

In the very first Sesame Street episode, in November 1969, Kermit the Frog attempts to describe the letter “W.” A hungry Cookie Monster chomps away at the subject matter, forcing Kermit to change his prepared speech to talk about “N”… then “V”… as sections of the letter disappear.

The segment proved so memorable that Sesame Street has continued to run some version of its “letter of the day” to the present.

Fast forward to today, and the American economy is now being brought to you by the letter “U.”

Indeed, uncertainty has become the fixation of media and Wall Street alike. 

Eighty-four percent of the S&P 500 companies used the term “uncertainty” in their most recent earnings calls. Moody’s used it as a reason for their recent downgrade of U.S. debt.

In fact, this word has become so prevalent that the Federal Reserve’s April 2025 “Beige Book” (its twice-a-quarter commentary on current economic conditions) used it 80 times without people really noticing. (The April 2024 version mentioned the word only 11 times.)

Now, I want to acknowledge the word is useful in some cases.

But the word “uncertainty” gives many the excuse to be a bit lazy: 

• It lets the media create an invisible enemy to focus readership anger… 
• It causes financial analysts and investors to throw up their hands and say nothing’s for sure…. 
• It allows CEOs of S&P 500 companies to blame something else if their performance falls short… 

And it also hides some facts that are absolutely crystal clear to me.

So, today, let’s review three items that are actually quite certain… what they has to do with President Trump’s three-part economic plan… why this plan matters to investors…

And one stock investors can buy right now to profit off of the president’s latest pro-business moves.

Certainty No. 1: Tax Liberation

Recently, President Trump’s “Big, Beautiful Bill,” a sweeping legislative tax proposal, passed the House. Here are three key reforms it includes…

• Permanent middle-class tax cuts. It lowers the individual income tax rate. For example, the 15% bracket is dropped to 12% and 25% is lowered to 22%. There are also no taxes on tips or overtime – one of President Trump’s campaign promises.
• Expanded family and child benefits. The child tax credit is permanently set at $2,000 per child. It also includes new MAGA savings accounts, with a $1,000 federal contribution for newborns.
• Health and wellness savings expansion. Health savings accounts (HSAs) can be used on more than just doctor’s visits and medications. Americans can apply them toward things like fitness memberships, direct primary care and spousal flexibility.

However, President Trump isn’t stopping there… he also wants to use the revenues the U.S. makes from tariffs to cut income taxes for people making $150,000 or less. This would be the biggest change to the tax code since Trump’s first term, when he passed the Tax Cuts and Jobs Act.

These tax changes would be a huge boost for the middle class and economy. According to the House Ways and Means Committee, the Tax Cuts and Jobs Act drove wages higher, grew business investment by 20% and boosted GDP by a full percent. This could lead to trillions of dollars in additional growth over a decade.

All we need now is for the Senate to get on board, and then the Big, Beautiful Bill will become law.

Certainty No. 2: Tech Liberation 

Artificial intelligence will continue to gobble up ever more electricity this year. Here’s why I’m so confident:

Last November, NVIDIA Corporation (NVDA) released its Blackwell chip, an AI platform that’s 3X to 4X faster than its predecessor. It’s also a power hog, with each B200 GPU unit consuming 1,200 watts, roughly what a household toaster needs. (Its predecessor used 700 watts.)

However, this 70% increase in power consumption doesn’t translate to 70% more electricity demand overnight. Blackwell chips can only be produced so quickly, and even the top cloud computing firms like Oracle Corporation (ORCL) and Microsoft Corporation (MSFT) have been forced to wait in line for supply.

During its first-quarter earnings call, Microsoft CEO Satya Nadella noted that profits at his firm would have been even higher if only they had the hardware. 

That will change through mid-2026 as more Blackwell chips roll off the assembly line. Older generations of Nvidia’s Hopper chips will be replaced by these power-hungry Blackwell ones, and additional sites will be built to house all-new sets. More of these chips means more power will be consumed, straining an already tight U.S. energy grid further. 

In addition, AI developers show no sign of lifting off the gas pedal. 

Last month, OpenAI launched its latest GPT-4.1 model, an AI that’s roughly 20% better at coding than its predecessor GPT-4o. The firm followed up this month with a new AI coding agent, Codex, a powerful tool that can write code, fix bugs, run tests, and answer questions.

Not to be outdone, Alphabet Inc. (GOOG) unveiled a suite of AI-powered products at its I/O developer conference last Tuesday, May 20. This included a new series of AI models, AI-generated movies, next-generation smart glasses, and AI-powered wearable devices.

Perhaps most importantly, Alphabet revealed a new AI model, code-named “Deep Think,” that is more than twice as accurate as OpenAI’s best models at certain tasks. 

This AI arms race will continue, driving up demand for power-intensive Blackwell chips. No AI company can afford to get left behind, and so we expect power-generation firms will continue to see strong demand. 

Certainty No. 3: Energy Liberation

On President Trump’s first day in office, he signed three new energy executive orders that would “unleash America’s affordable and reliable energy and natural resources”:

• Executive Order 14154, “Unleashing American Energy”: This order boosts energy independence and economic growth. It prioritizes expanding energy production on federal lands and offshore, increasing domestic mining of critical minerals, and ending the electric vehicle (EV) mandate to promote consumer choice. It also demands a review of regulations that hinder energy development.
• Executive Order 14156, “Declaring a National Energy Emergency”: This order declares a national energy emergency and directs federal agencies to use emergency powers to increase energy development. This includes identifying and utilizing domestic energy resources, streamlining leases and permitting processes, and expanding energy infrastructure. The goal is to make the U.S. more energy independent.
• Executive Order 14153, “Unleashing Alaska’s Extraordinary Resource Potential”: This order is to expand resource development in Alaska. It focuses on boosting energy production, streamlining permits, and advancing infrastructure like pipelines and liquified natural gas (LNG) exports. It also restores oil and gas leasing in the Arctic National Wildlife Refuge and directs agencies to remove regulations that hinder development.

These three initiatives, I believe, may have the largest long-term impact on this country’s wealth and prosperity. The reality is we’re sitting on over $100 trillion worth of energy and natural resources right here in America.

That’s almost four times larger than our annual GDP and three times larger than our national debt. That means we can wipe out the national debt three times over just by tapping into the assets we have buried in our own backyard. This would be a game-changer for our economy.

All Part of President Trump’s Liberation Day 2.0

The reason why I believe tax liberation, tech liberation and energy liberation are certainties is because they fall under President Trump’s three-part economic plan. I like to call it Liberation Day 2.0.

Investors looking for a place to buy may want to investigate the president’s latest “liberation.”

He signed a series of executive orders with the goal of “re-establishing the United States as the global leader in nuclear energy.” The orders slash regulations, with the aim to increase American nuclear energy capacity from 100 gigawatts to 400GW by 2050 and to “have 10 new large reactors with complete designs under construction by 2030.”

Nuclear stocks jumped on the news… but they still have plenty of room to run as AI’s need for power continues to soar. One of my favorite nuclear stocks at the moment is Vistra Corp. (VST).

This Irving, Texas-based company is one of the biggest power generators in the United States, with about 37,000 megawatts of power generated from natural gas, nuclear, solar and battery storage facilities. The company offers reliable and efficient power solutions to approximately 4 million customers – residential, commercial and industrial – in 20 states, and Washington, D.C.

And in March 2024, Vistra completed a $3.4 billion deal to acquire Energy Harbor, making it the second-largest American nuclear power provider.

It rates a “B” in my Stock Grader system, and I recommend it in several of my paid services. Investors curious about nuclear energy “liberation” should take a closer look at VST.

Of course, that’s not the only way to profit from Liberation Day 2.0.

I talk about some more ideas during my Liberation 2.0 summit.  

During this summit, I also discuss:

• The three sectors I expect to dominate during the next phase of Trump 2.0 – and a top-ranked “buy” pick for each sector.
• The sectors I believe will suffer the most as we transition to the new Trump economy – and 10 stocks my Stock Grader system and I say to avoid and/or sell now.
• The strategy I’m using to help my readers target $2,500… $5,000… even $10,000 paydays.
• And details on the Stock Grader system that’s helped me beat Wall Street at its own game for nearly five decades.

Click here to watch a replay now.

Sincerely,

Louis Navellier

Editor’s note: “How to Build Wealth in a Volatile Stock Market” was previously published in March 2025 with the title, “Beyond the Ups and Downs: Building Wealth in a Volatile Stock Market.” It has since been updated to include the most relevant information available.

The stock market has been anything but steady in early 2025. Since Donald Trump took office as the 47th President of the United States in late January, investors have endured a dizzying ride.

At first, markets stayed quiet—flat for about a month. But that calm quickly turned into chaos.

From mid-February to mid-March, the S&P 500 plunged 10% in just 20 trading days. Analysts blamed growing fears that Trump would ignite a global trade war. Those fears were realized on April 2, when Trump launched his “Liberation Day” tariffs. The move triggered a historic two-day, 10% drop in the index—marking the fifth-worst two-day crash on record.

Then came the snapback.

One week later, Trump announced a 90-day pause on those same tariffs. The market roared back. The S&P 500 surged 9.5% in a single session—the start of a massive 20% rebound over the next month.

In just 90 days, stocks had crashed 20%, then fully rebounded. That kind of volatility hasn’t been seen since the pandemic era, and it’s reshaping how investors think about political risk and policy shockwaves in 2025.

This has been arguably the most volatile and violent stock market ever. And given that Trump has been the trigger – and that he will be in the White House for the next four years – investors are naturally asking themselves:

Is this intense volatility Wall Street’s ‘new normal’?

It may be… 

A Bumpy Ride Higher: Why We Expect Stock Market Uncertainty to Continue

Don’t get me wrong. I think stocks are going higher over the next few years. 

We’re somewhere in the middle of the AI Boom. Tech booms like these tend to last five to six years or longer. Just look at the Dot Com Boom, which started in 1995 and lasted through 1999 – five years of strong gains. The Nasdaq Composite rose about 582% during that time, while the S&P nearly tripled. 

This AI Boom started in 2023. I think we have another two to three years of exceptional growth left in AI stocks. And that growth should drive the whole market higher.

However… I don’t think it’ll be a smooth ride higher…  

Largely because of U.S. President Donald Trump, who promises to change a lot of things. 

He wants to renegotiate trade deals and restructure global trade, rethink America’s global military presence, and cut federal spending. He wants to reduce taxes, expand America’s borders, and reshore manufacturing activity, among other things. 

Clearly, he aims to change a lot. 

Now, I won’t offer an argument as to whether these proposed changes are good, bad, or neutral. 

But I will state the obvious: It’s a lot of change. And change is uncomfortable – especially for investors… 

Because change equals uncertainty. That doesn’t mean this policy shakeup won’t push stocks higher in the long term. It may. 

It simply means that, along the way, stocks will continue to be volatile – just like they’ve been over the past few months.

You may not realize it yet, but the smartphone is on its way out.

That sleek, glowing rectangle that’s been glued to your hand for over a decade—the symbol of the Mobile Internet Era—is heading for obsolescence.

Why? Because we’re entering the Age of Artificial Intelligence—and AI doesn’t want your thumbs or your screen.

It wants your eyes, your ears, and your intent.

And to deliver on that vision, it needs a new device.

The iPhone’s Successor: Smart Glasses

The next dominant tech form factor won’t live in your pocket. It’ll sit on your face.

This isn’t some futuristic prediction—it’s already happening.

Here’s what went down just this week:

• Alphabet (GOOGL) announced a $150 million partnership with Warby Parker to launch AI-powered smart glasses by 2026.
• OpenAI acquired Jony Ive’s AI hardware startup for $6.4 billion. (Ive designed the original iPhone.)
• Ive will lead OpenAI’s hardware efforts to create a new generation of AI-native devices.

Meanwhile, Meta Platforms (META) is pushing its Ray-Ban smart glasses hard—sales tripled this year. It’s also developing Orion, a stealth project for finger-controlled AI eyewear.

Amazon (AMZN) is still shipping Echo Frames, leveraging Alexa as its voice-first interface for ambient computing.

And yes, Apple (AAPL) is reportedly extending Vision Pro into a lightweight, consumer-grade smart glasses format.

This isn’t a product cycle. It’s a platform shift.

And Big Tech knows: the company that replaces the smartphone wins the next 20 years.

Why AI Demands a New Interface

The smartphone ruled the 2010s because it matched the needs of the mobile internet: apps, touchscreens, scrolling, notifications.

But AI isn’t built for that.

AI thrives on real-time interaction, not manual input. It listens. It observes. It acts on your behalf. It’s ambient, proactive, and often invisible.

That’s why AI needs a screenless interface.

Smart glasses—equipped with cameras, microphones, displays, and context-aware AI—are the ideal interface for the ambient computing era.

They don’t require unlocking. They don’t pull you out of your world. They layer intelligence on top of your reality.

This is the leap from tap to presence. From input to interaction.

How to Invest in the AI Glasses Boom

Back in 2007, Apple didn’t just launch the iPhone—it created a $10 trillion mobile ecosystem.

That included:

• App platforms (think Meta and Spotify (SPOT))
• Networking infrastructure (Cisco (CSCO), Broadcom (AVGO), Qualcomm (QCOM))
• Component suppliers (Skyworks (SWKS), Cirrus Logic (CRUS), Corning (GLW))

You didn’t need to invest in Apple alone to win—you could ride the ecosystem.

The same strategy applies to AI glasses. Here are the top companies poised to profit from the shift:

Key AI Glasses Suppliers and Enablers

• Arm Holdings (ARM) and Qualcomm (QCOM): Chipmakers likely to power most AI glasses.
• Nvidia (NVDA): Supplies AI accelerators that will handle on-device and cloud processing.
• Sony Group (SONY): Industry leader in camera sensors, essential for computer vision.
• Lumentum (LITE), STMicroelectronics (STM), Himax Technologies (HIMX): Optical components, LiDAR, and gesture sensors.
• Ambarella (AMBA): Known for computer vision chips critical to spatial computing.
• Corning (GLW): Already supplies Apple—well-positioned for smart glass and optics.
• SoundHound AI (SOUN) and Twilio (TWLO): Voice interfaces and AI communication layers.
• Unity Software (U): Provides real-time 3D rendering engines for AR overlays and spatial OS.
• Okta (OKTA): Identity and security management for AI-native platforms.

The Big Picture

The AI glasses movement is about more than convenience. It’s a new computing paradigm—ambient, hands-free, always-on.

And it’s not science fiction.

With billions flowing into R&D and major players making their move, AI glasses could become the new standard interface for computing—just as smartphones once were.

The companies that help build, power, and scale this ecosystem could lead the next wave of generational tech gains.

Bottom Line

The smartphone changed how we accessed the internet.

AI glasses will change how we experience reality.

And just like last time, the biggest winners may not be the device makers—but the ecosystem builders.

The Mobile Internet Era is ending. The Ambient AI Era is beginning.

The iPhone is dead. Long live AI glasses.

Click here to learn more about some of the exciting investment opportunities we see emerging in this next wave of AI.

_{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.

Let me outline a familiar scenario for you.

It’s been a long day at work. Your meeting ran long and your boss was a jerk. Traffic was brutal and now you’re finally home.

Tired and hungry, you open the refrigerator, trying to drum up something for dinner.

You stand there with the door open and stare blankly.

Maybe you can cobble something together … maybe there’s some leftover chicken … a few vegetables (if they haven’t gone bad). Make some rice?

But sometimes, it feels like too much. So, you do what millions of Americans do every night: you pick up your phone and order fast food.

You know this isn’t the healthy choice, but you’re hungry and this is the most convenient option. With DoorDash, Uber Eats and other services, it’s the easiest, fastest route to dinner.

We know so much now about nutrition and how important it is for a long and healthy life… and yet, we often won’t make nutritious choices.

More than 40% of American adults are now classified as obese, according to the Centers for Disease Control and Prevention (CDC). The cause of that isn’t ignorance of what’s healthy.

In fact, some of the rules are easy: eat more real food, avoid processed food, don’t drink soda. But because it takes a daily discipline, we have a hard time doing what we know is right.

Investing can be like that too.

Today I’m going to try to make it a little easier.

Investing Isn’t Difficult

The basic principles of good investing are widely accepted and not a secret: buy low and sell high.

Sounds easy.

The hard part is the execution.

The truth is that the average American puts nearly zero effort into their personal finances.

In 2024, the Bureau of Labor Statistics released survey data on how Americans spend their time. After “sleeping,” and “working,” “watching TV” came in as the most time-intensive activity for survey respondents.

That clocked in at 2.67 hours per day.

And how much time, on average, was allocated to personal financial management?

0.08 hours per days…or less than five minutes.

In other words, the average person spends more time enjoying their coffee each morning than they do preparing for their financial future.

I’m as guilty as anyone.

We’ve all failed the same way. We want to get rich on stocks to we try to capitalize on an investing fad. We hear about a hot stock and go chase the crowd.

What does the company do? What are its earnings and sales?

Doesn’t matter. Can we get in now and catch the uptrend?

That’s investing junk food. It may appeal right now, but it’s probably not good for you.

It’s easy to understand why people do this. The world moves a lot faster now, and volatility feels much greater than in past years.

Profits From a Diet of Healthy Stocks

In Accelerated Profits, investing legend Louis Navellier only trades the elite 1% of all stocks on the market today.

This isn’t “fast food.” He uses strict fundamental principles and highly selective quantitative analysis.

But here is the “easy” part: he zeroes in on the top stocks just about to hit their stride. These are great stocks, and Louis’ system says they’re on the launch pad and about to take off.

Some stocks are domestic; others will come from overseas. But they will all have one thing in common: the ability to hand investors double- or triple-digit profits in a matter of weeks and months.

And the service only focuses on stocks. There’s also no minimum investment required, so you only invest whatever you feel comfortable with.

It’s as easy as that.

A great example of how this strategy pays off comes from a pick Louis made earlier this year.

A Superior Stock on the Upswing Today

Back in March, Louis recommended Robinhood (HOOD) to his Accelerated Profits subscribers. You probably know the name… it became a media darling during the Covid pandemic when everyone was in lockdown and chasing stock profits.

Here is what Louis wrote about Robinhood and the opportunity today.

Today’s Robinhood is a registered broker-dealer enabling users to trade stocks, ETFs, ADRs, options, gold and even cryptocurrencies.

The latter is particularly interesting – and a big opportunity for the company.

You may know that the Trump administration is determined to make the U.S. the cryptocurrency trading leader. The SEC was openly hostile to cryptocurrencies under the Biden administration. But under Trump, the SEC is no longer regulating crypto tokens, and it is suddenly more proactive in establishing a positive regulatory framework for cryptocurrencies.

Robinhood’s platform allows its users to trade crypto – all of the popular cryptocurrencies like Bitcoin and Dogecoin –at the lowest cost on average in the U.S.

Given the popularity and easily accessible platform to all investors and traders, Robinhood boasts stunning forecasted earnings and revenue growth. In the fourth quarter, revenue soared 115% year-over-year to $1.01 billion and earnings surged 3,266.7% year-over-year to $1.01 per share. Analysts expected earnings of $0.52 per share, so Robinhood posted a 94.2% earnings surprise.

In the wake of its big earnings beat, analysts have doubled first-quarter earnings estimates in the past three months. First-quarter earnings are now forecast to increase 83.3% year-over-year to $0.44 per share, while revenue is expected to jump 48.4% year-over-year to $916.77 million. As you know, positive analyst revisions typically precede future earnings surprises.

Here is HOOD’s performance since that recommendation.

Trading around $64 as I write, the stock is still below Louis’ “buy below” price.

And Louis believes there are plenty of healthy stocks about to experience a similar growth trajectory.

He’s tracking a $10 trillion tidal wave that’s about to hit three specific sectors of the market.

He believes that if you position yourself correctly today, you’ll have the chance to see massive payouts in the months ahead.

He described what he’s seeing in a special, free presentation last week – the Liberation Day 2.0 Summit. Click here to watch the replay right away.

Louis revealed the name and ticker of his top way to play this trend for FREE during the presentation. You won’t want to miss it.

Maybe we can’t always eat healthy when we should. Sometimes, it’s just too difficult.

But we can invest in healthy stocks – those with superior fundamentals and institutional buying pressure – that can keep our financial lives healthy.

We can commit a little of that TV time to a proven system like Louis uses in Accelerated Profits to make our financial lives healthier.

Even if our diet isn’t.

Enjoy your weekend,

Luis Hernandez

Editor in Chief, InvestorPlace

Hello, Reader

Earlier this month, I wrote about AI agents and made a point worth repeating…

Agentic AI is here, and it’s moving fast.

Well, it turns out I was right on the money. Just a few days after publishing that Smart Money, Alphabet Inc. (GOOGL) announced its new Gemini-powered coding agent, AlphaEvolve – a development that confirms what I’ve been tracking in the sector.

Then, this week, Demis Hassabis, CEO of Google’s DeepMind division, explained more about this new agentic AI tool in a New York Times interview.

To refresh, AI agents are systems that can autonomously make decisions and take action. These AI agents can handle the sort of tasks performed by personal assistants or customer service agents… and they can do so without constant human oversight.

AlphaEvolve isn’t like the typical AI agents that we’ve talked about. It doesn’t just regurgitate what it learns from training data.

The system creates and evolves computer programs using what Google calls “evolutionary programming” – essentially natural selection for code.

So, I’d like to dive into more about Google’s new AI agent tool today… and explain why this advancement is such a pivotal moment – not just for the AI Revolution, but for your investment portfolio as well.

What we’re witnessing is just one component of a larger framework that my colleague Louis Navellier has been tracking for months. It’s part of an agenda the current administration has set in motion, and it could deliver life-changing wealth to investors who position themselves correctly.

So, I’ll also share how you can learn about the technological transformation that Louis has been tracking.

Let’s jump in…

AI That Evolves Code

While AI agents like Amazon.com Inc.’s (AMZN) Nova Act or OpenAI’s Operator handle assistance tasks well and represent significant advancements for AI, AlphaEvolve operates on an entirely different level.

Here’s how it works…

As Hassabis explained in his interview, AlphaEvolve uses two different Gemini large language models (LLMs) working in tandem. An efficient model generates new programming ideas and mathematical hypotheses, while a pro model acts as the critic – evaluating which solutions show the most promise and selecting them for the next round of evolution.

This combination “evolutionary method” lets the system venture into uncharted territory, discovering unique solutions that go far beyond what the individual models would know form their original training.

The results are staggering.

AlphaEvolve has already been deployed across Google’s entire computing ecosystem for more than a year. In their data centers, the system discovered effective scheduling solutions that continuously recover 0.7% of Google’s worldwide computing resources.

The system has also improved hardware design, by using standard programming language that chip engineers actually use – a collaborative approach that speeds up the design of future specialized chips.

So, AlphaEvolve is speeding up AI development itself.

And mathematical breakthroughs that AlphaEvolve can achieve show this system’s creative potential. It tackled over 50 open problems across multiple mathematical fields, rediscovering state-of-the-art solutions in 75% of cases, and improving upon the best-known solutions in 20% of them.

Most remarkably, it advanced a 300-year-old “kissing number problem” in geometry, a problem that Isaac Newton himself argued over.

What we’re looking at here is a massive achievement for Google and even a crucial step toward artificial general intelligence – that’s when AI will operate all on its own.

AlphaEvolve demonstrates genuine creative problem-solving that goes beyond programmed instructions, venturing into unexplored mathematical and computational territory to discover entirely new solutions.

And this breakthrough fits perfectly into what Louis Navellier has been tracking – a large, unprecedented shift he’s calling Liberation Day 2.0.

A New Economic Era

AlphaEvolve isn’t a one-off breakthrough. It’s part of a massive technological transformation that’s gaining momentum under the Trump administration – and smart investors are positioning themselves to capitalize on it.

According to Louis’s research, Liberation Day 2.0 could unleash up to $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.

This opportunity is fueled by a national three-pronged strategy, each one designed to jolt different corners of the U.S. economy.…

The “Tech Liberation” component in particular shows massive momentum. Since Trump announced his executive order on AI, we’ve seen…

• Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) committing $100 billion toward expanding its Arizona manufacturing facilities.
• Apple Inc. (AAPL) pledging $500 billion to build out U.S. data centers.
• Nvidia Corp. (NVDA) committing another $500 billion to go toward AI infrastructure.
• Saudi Arabia committing $600 billion to build out American tech, energy and healthcare.

In short, this could be the largest reshoring of American industry in history. And Louis’s Stock Grader system has pinpointed the companies best positioned to ride this $10 trillion wave. This is the same system that helped him spot Amazon, Nvidia, and Netflix Inc. (NFLX) before they all soared 5,000%.

You can get the details about Louis’s system, and his No. 1 Liberation Day 2.0 stock, in his free special presentation.

Click here to watch Louis’ Liberation Day 2.0 Summit now before it goes offline.

Regards,

Eric Fry

Have you ever read a headline that made you want to throw your phone across the room? Not out of anger, but frustration for your own bad investing decisions?

You know the headlines I mean.

“NVIDIA up 3,000% since 2019…”
“Palantir up 65% in 2025…”

And all you can think is:

“I saw that. I knew that. Louis told me about it. Why didn’t I act? I missed it!”

We’ve all been there.

You hear about a new megatrend… or maybe a little-known company with a big new technological innovation… or a bold prediction about a company or sector…

And you think, “Interesting. I’ll keep an eye on it and see if I find anything I like to buy.”

Then life happens.

The market goes through its gyrations, and things look more unsteady.

And six months later, that “little idea” has pushed select stocks skyward and made investors rich… and you never acted.

I bet many of you had one of those moments last week with quantum computing stocks. Over the past week or so, a slew of headlines like the following one appeared about IonQ Inc. (IONQ).

And this one about D-Wave Quantum Inc. (QBTS):

In case you missed it, even with Friday’s down day, QBTS and IONQ were up 56% and 31%, respectively, last week.

Quantum computing and both companies started hitting investors’ radars in late 2021 and early 2022. That’s when a combination of scientific breakthroughs, increased corporate investment and early commercialization started making it impossible to ignore quantum computing. And that’s when IONQ and QBTS went public.

Yet most of us did nothing about it.

But here’s the good news: The market always gives you another shot.

I gave my paid members another shot on quantum earlier this year when I released two special reports focused on quantum computing and investments to make – including these two stocks.

Since publishing my second report on March 13, IONQ and QBTS are up 115% and 204%, respectively.

And while quantum stocks are now overheated – I’m still long on the technology, but not necessarily the stocks at the moment – I believe a different “next shot” is unfolding right now.

Headlines Shouldn’t Drive Your Investing

Just because the headlines scream about a trend or set of stocks, that shouldn’t drive your investing decisions. Think of the recent market sell-off after President Donald Trump’s Liberation Day press conference.

The market plunged, and many investors sold to get out of the market’s downward path. Indeed, investors did what they always do when the headlines become bearish.

They chase the safety of the crowd. Selling low. Waiting for permission from the media to feel bullish again. Or worse, they load up on whatever trend or stock had the biggest bounce … yesterday.

This is a bias called crowd-seeking.

It’s been hardcoded into us for tens of thousands of years.

Imagine you and your hunter-gatherer tribe are out and about… moving to a place with more freshwater.

On your way, you see three dozen terrified members of your neighboring tribe running for their lives in a human stampede.

Your instincts will tell you to run as fast as you can. There’s a good reason three dozen people are running for their lives, and it doesn’t matter if you can’t see any danger… you just know it’s time to run.

This reason – survival – is the core reason why humans seek crowds. To this day, we know having your own crowd – your family, friends, and coworkers – leads to longer, better lives.

But this instinct won’t help make you rich in the stock market.

How to Overcome Your Biases

My Stock Grader quantitative system doesn’t read the news.

It doesn’t care who is president.

It doesn’t get scared on down days or too excited on up days.

It just scans more than 6,000 stocks every week… analyzes fundamentals… tracks price action… investigates big money buying… and seeks out the stocks with the highest probability of explosive, near-term gains.

That’s how I’ve been able to identify over 175 stocks that went on to make 1,000%+ gains.

Let’s go back to a similar down-market moment…

In 2022, the S&P 500 was in a bear market. Meanwhile, Stock Grader was weeding through the thousands of options to identify which stocks were going to be the rare winners.

And one of the stocks it flagged was Vista Energy (VIST).

At the time, VIST was a little-known Latin American oil and gas company. But my Stock Grader gave it an “A” rating based on strong earnings growth, rising cash flow, and a surge in institutional buying.

I did my own deep dive… found the stock to my liking… and recommended it to my Accelerated Profits readers in February 2022.

VIST went on to post a 117% gain in under three months while the broader market kept falling.

And now… in the middle of what feels like political and economic chaos, my system is doing what it always does – finding winners.

Many of these winners are popping up because President Trump’s bold new economic agenda – which I call “Liberation Day 2.0” – is sending shockwaves through the market. Unfortunately, too many investors are only seeing the fear on the surface.

But under the surface, my system and I are tracking:

• A rare divergence in consumer spending vs. sentiment
• A sudden uptick in institutional accumulation
• And massive “money rotation” into unloved sectors primed to surge under new policies

This isn’t just a gut feeling or sentiment driven by press conferences or screaming headlines.

It’s data.

And the data is saying: It’s time to act.

Too many investors will likely miss this moment because they let emotions lead.

They’re waiting. Waiting for the all-clear or listening to fear-driven headlines.

But here is what I see…

The stocks with the best fundamentals are already rising—quietly, efficiently, and predictably. These are the stocks that will lead the charge when Trump’s full economic plan rolls out over the next 12 months.

You just have to know where to look.

That’s why I walked viewers through everything during my free Liberation Day 2.0 Summit —including:

• Why this new economic era is nothing like the past four years
• The three sectors positioned for a breakout under Trump’s three-part Liberation agenda
• And the name of my #1 stock pick for the next 90 days, completely free

Now, a repeat of this special presentation is still available to watch – but only for a little while. What’s more, I’ll detail how I plan to generate repeatable payouts—$2,500, $4,800, even $45,000 or more in cash—again and again, using one of the most battle-tested tools in the history of American investing.

The markets are wild. Your emotions are loud.

But profits belong to the calm, the rational, and the system-driven.

Go here now to watch a rebroadcast of my Liberation Day 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:

IonQ Inc. (IONQ)

PCE inflation comes in soft – will it prompt a rate cut? … Trump jabs at China … don’t poke the bear … an entry point for going long gold … not enough industrial workers

Inflation barely moved in April despite President Trump’s tariffs.

This morning, we learned that the Personal Consumption Expenditures (PCE) Price Index climbed just 0.1% on the month, putting the yearly rate at 2.1%. The forecasts were for 0.1% and 2.2%, respectively.

Core PCE inflation, which strips out volatile food and energy prices, and is the Fed’s favorite inflation gauge, climbed 0.1% on the month and 2.5% on the year. Expectations were for growth of 0.1% and 2.6%.

While these are good numbers, the unpredictability of trade policy suggests we shouldn’t be too quick to assume they’ll prompt the Fed to action. Yesterday, Chair Powell met with President Trump. According to the Fed’s official statement on the meeting:

Chair Powell did not discuss his expectations for monetary policy, except to stress that the path of policy will depend entirely on incoming economic information and what that means for the outlook.

Despite this hedging, the CME Group’s FedWatch Tool now shows that traders are putting the heaviest odds (39.9%) on two quarter-point cuts by the December FOMC meeting. And the probability of at least one quarter-point cut in September now clocks in at 70%.

Bottom line: It was a good PCE report. But it’s unclear if it will be enough for the Fed to start cutting. We’ll be tracking this with you.

As we were going to press yesterday, we got another twist in the trade war

A federal appeals court agreed to temporarily halt the U.S. Court of International Trade’s ruling from Wednesday that blocked President Trump’s tariffs.

As we covered in yesterday’s Digest, Wednesday’s ruling struck down the tariffs, saying the President lacked the authority under the International Emergency Economic Powers Act of 1977 (IEEPA) to impose his “Liberation Day” levies.

The delay gives the Trump administration time to build its case for suspending the trade court’s decision during the appeal.

Here’s more from CNBC:

Trump officials maintain that they have other options for imposing tariffs, even if they do not prevail in the case.

“Even if we lose, we will do it another way,” Trump trade advisor Peter Navarro told reporters at the White House on Thursday afternoon.

Wall Street – mostly the media – should tread carefully

In yesterday’s Digest, we explained why the trade war may be winding down – even without need for court intervention. But we need to be careful…

In the last 48 hours, the financial press has been relentless with its use of the Wall Street acronym “TACO,” short for Trump Always Chickens Out on tariffs.

As we noted yesterday, this moniker reflects the belief that Trump ultimately backs off from aggressive tariff policy. The President hates the term, calling it “nasty” and telling a reporter asking about the topic, “Don’t ever say what you said.”

If the goal is to see the President soften his stance, branding him as weak on trade is not the wisest strategy – a vicious backfiring could be the unintended consequence.

On that note, this morning, President Trump came out swinging against China, claiming it “totally violated” its preliminary trade agreement with the U.S.

From Trump on Truth Social:

The bad news is that China, perhaps not surprisingly to some, HAS TOTALLY VIOLATED ITS AGREEMENT WITH US.

So much for being Mr. NICE GUY!

It’s not clear what no more “Mr. Nice Guy” will mean for tariff policy, but it certainly leans toward tariffs ratcheting up, not down. How much of this is a reaction to TACO?

History buffs will recall the lead-up to World War I, when nations rushed into conflict not just out of obligation, but to preserve prestige and avoid appearing weak. What began as a regional dispute spiraled into global war because leaders felt they couldn’t back down without losing face.

A trade war is hardly a world war, but the underlying dynamic – escalation driven by the need to project strength – remains relevant.

Poking a bear is rarely a wise decision.

As it stands now, Treasury Secretary Scott Bessent admitted that trade talks with China “are a bit stalled.” But he went on to say that there will be additional talks over the next few weeks.

We’ll keep you updated. 

If you’ve been looking for a buying opportunity in gold, today’s set-up is looking increasingly attractive

As you can see below, since setting a new all-time high in recent weeks, the yellow metal has been moving sideways/lower.

Behind the breather has been renewed investor optimism about stocks, fueled by perceived progress in trade and tariff negotiations.

As market anxieties have eased (whether justified or not), investors have felt more confident rotating out of the “safe haven” of gold, and back into riskier stocks.

Now, if you’re a shorter-term trader, this makes sense. But for longer-term investors, remember: Even if we get beyond trade war chaos, a federal spending/debt crisis still looms.

Another 3.8 trillion reasons to own gold

President Trump’s “One Big Beautiful Bill Act” is currently making its way through Congress, and it’s a cannonball into the “big government” pool. The Congressional Budget Office estimates it could increase the deficit by about $3.8 trillion over the next ten years.

Of course, it’s just the latest in a long history of spending/debt bonanzas from our government that’s speeding our nation toward an eventual reckoning.

For perspective on this, let’s go to Tom Yeung, Eric Fry’s lead analyst in Fry’s Investment Report.

From Tom’s Weekly Update:

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…

America itself is on an unstainable fiscal path. Borrowing 39 cents to fund every dollar spent is bananas, to use a highly technical term.

Forty-two cents is even wilder. And if something is unsustainable, it someday must stop. 

It will stop – the question is “how?”

Will it stop due to painful and prolonged austerity measures from politicians, loathed by millions of Americans because it means a reduction (or elimination) of various benefits and programs they rely on?

Not a chance. The masses will vote out any politician who dares touch their entitlements.  

My money is on an eventual rebellion by the markets and our government’s creditors that finally explodes the $36.9 trillion debt bomb lodged beneath the foundation of our economy.

Either way, you’re going to want to own gold.

Tom notes “bullion has typically outperformed during economic stress, and miners can do even better thanks to operating leverage and solid management.”

For a specific miner to consider, check out Westgold Resources (WGXRF). Tom and Eric recommended it to their Investment Report subscribers in January.

They’re now sitting on 54% returns. But far greater gains are likely on the way as our government goes full “Thelma and Louise” over the fiscal cliff.

Beyond gold, recognize how our government’s financial challenges point toward one investment sector

Let’s put some of the biggest pieces on the board.

We have…

The national debt, barreling toward $40 trillion… Federal interest payments climbing so fast they rival the cost of our entire defense budget… Trump’s “big, beautiful bill” which tacks on another few trillion to our debt … Trump’s massive push for domestic industrial revival… a big demographic slowdown… and a labor shortage.

That last one might take you by surprise.

A labor shortage? Aren’t we at greater risk of a recession and losing jobs?

Not for our industrial base.

Let’s go to NPR from earlier this month:

Last year, the Manufacturing Institute, a nonprofit aimed at developing America’s manufacturing workforce, and Deloitte, a consultancy firm, surveyed more than 200 manufacturing companies. More than 65% of the firms said recruiting and retaining workers was their No. 1 business challenge.

Part of the story has been a tight labor market. There have been similar worker recruitment and retention issues in other sectors, like construction and transportation.

But the shortfall of manufacturing workers is about more than just that — and with both major political parties pushing to reshore manufacturing, analysts expect the industry’s workforce issues to get even more challenging…

The average manufacturing worker is also relatively old, and the industry expects a tidal wave of retirements in the coming decade.

The Manufacturing Institute and Deloitte projected that the industry will need 3.8 million additional workers by 2033 and that as many as “1.9 million of these jobs could go unfilled if workforce challenges are not addressed.”

These estimates, mind you, were calculated before Trump’s recent tariffs, which, at least theoretically, are supposed to compel even more manufacturers to build factories in America.

If things go to plan, we may need even more Americans to start working in manufacturing in the coming years.

These labor shortages aren’t just a hiccup – they’re a structural reality.

The U.S. workforce is aging. Birth rates are falling. And the younger generations aren’t exactly lining up for repetitive manual labor in manufacturing hubs.

So, if we’re bringing back the factory floor, it means one thing…

Rise of robotics/AI/humanoids.

This isn’t science fiction anymore

Tesla, Nvidia, Amazon, and the rest of the “Mag 7” aren’t experimenting with robots, they’re betting the future of their companies on them.

Look at Tesla’s Optimus project. Watch Amazon’s warehouse bots replacing human pickers. Check Nvidia’s pivot from gaming chips to powering every AI model and robot brain on the planet.

It’s all converging at once:

• A labor crisis
• Exploding federal deficits
• A geopolitical tech race with China
• Corporate America going all-in on automation
• And an AI boom unlike anything we’ve ever seen

We need productivity like never before – fast, scalable, exponential productivity.

Our politicians can’t (or won’t) “cut” our way out of our financial mess. Instead, we’ll have to grow our way out. More productivity is a must to offset our soaring government expenses.

But that growth won’t come from humans anymore. It will come from bots. Machines that don’t sleep, unionize, or clock out. Machines that can redline our nation’s GDP without adding to payrolls or pension plans.

Bottom line: Yes, we’re about to have an industrial revolution, but not with steam or steel. This time, it’ll be a revolution of silicon, sensors, and software.

I’m going to continue beating this horse long past death: Please get your portfolio ready for what’s barreling toward us.

On that note, if you missed legendary investor Louis Navellier in his “Liberation Day 2.0” presentation on Wednesday…

He addressed how he’s playing this tech boom.

“Liberation Day 2.0” is Louis’ name for a series of new moves from President Trump with radical implications for taxes, domestic energy, and technology.

In the free replay of Wednesday’s event, which you can access here, Louis will tell you how to position yourself in response to today’s rapid acceleration of technological advancements (as well as President Trump’s tax and energy policies).

According to Louis, Trump’s $10 trillion economic blueprint could unleash a tidal wave of capital – a fantastic opportunity for investors who get ahead of it.

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

Have a good evening,

Jeff Remsburg

All year long, one thing — Trump’s global trade war — has driven the stock market.
But this week made one thing abundantly clear: that won’t be true for much longer.

Wall Street is moving on. The trade war is becoming “old news.”

Yes, the drama will continue. Trump’s tariff agenda will generate plenty of twists, turns, and TV headlines over the coming weeks. It’ll still come up at family dinners.

But on Wall Street, it’s fading into background noise — and that’s good news for investors.

Here’s why:

Earlier this week, the U.S. International Trade Court ruled that most of the Trump administration’s 2025 tariffs were improperly enacted. The decision specifically targeted tariffs imposed under the International Emergency Economic Powers Act (IEEPA), including:

• The fentanyl-linked import duties
• The 10% baseline reciprocal tariff
• The “Liberation Day” tariffs

As a result, most of those tariffs are now dead in the water.

The immediate impact? Huge.

With those tariffs gone, the average effective U.S. tariff rate plunges from 13% to 6% — a stunning reversal that takes us right back to where we were in early 2024, before the tariff war began.

Tariff Fears Fade, Economic Headwinds Recede

Let that sink in. Just two months ago, the average tariff rate was nearly 30%. That triggered fears of soaring inflation, collapsing trade flows, supply chain meltdowns, and a full-blown economic slowdown.

Now, after a flurry of pauses, delays, exemptions, deals — and a bombshell court ruling — we’re back to a manageable 6%.

It’s like waking up from a nightmare and realizing the monster under the bed was just a coat.

Sure, the Trump administration can — and likely will — try to reimpose some tariffs under other frameworks, like Section 301, Section 232, or Section 122 of the Trade Act of 1974. But those paths are slower, narrower, and more constrained by legal caps and political optics. The White House is expected to appeal the ruling, but most legal experts expect it to hold.

So here’s where we are: plenty of trade war drama in the headlines — but a lot less real-world bite. And that’s what markets care about. Not the noise. Not the politics. Just the numbers: earnings, inflation, GDP.

According to the Federal Reserve, every 1-point increase in the average tariff rate:

• Drags GDP by 0.14%
• Lifts inflation by 0.09%

So a move from 3% to 30% implied nearly a 4-point GDP hit and a 2.5-point inflation surge — major economic damage.

At 6%, that impact drops to:

• A 0.4-point drag on GDP
• A 0.3-point bump in inflation

In other words, a rounding error.

The economy can absorb that, especially with:

• Surging investment in tech infrastructure
• Strong labor market growth
• Resilient consumer demand

Even if tariffs edge back to 8% or 10%, the macro hit will be modest. More importantly, thanks to new legal constraints, any changes will be incremental, not sudden. That’s the predictability Wall Street needed — and now has.

So while the trade war narrative might linger on cable news, its power to rattle markets is gone. That’s a green light for stocks.

And just look at where investors are turning…

The real engine now is artificial intelligence. Nvidia (NVDA) just reminded us why.

AI Is the New Market Driver — Not Tariffs

The chip giant crushed earnings expectations again, showing demand for AI compute is still on fire. The company is guiding for $45 billion in next-quarter revenue. According to Wedbush, that could unlock $360 billion to $450 billion in downstream economic impact across the AI stack — thanks to an 8x to 10x multiplier on AI chip spending.

That’s the action. That’s the opportunity. That’s where smart money is flowing.

Because let’s face it: what’s more lucrative — worrying about tariff litigation or investing in agentic AI, humanoid robotics, self-driving cars, and enterprise software automation?

The answer is obvious.

Bottom line: the trade war story isn’t over, but it’s no longer the main event. The court ruling changed the game. Tariff risk is now slower, narrower, and more predictable — and the market likes that.

In 2025, growth means AI. Nvidia made that clear. So while headlines keep spinning the tariff story, savvy investors are already chasing the real growth story: technological transformation.

That’s the story. That’s the opportunity. That’s where we’re focused.

Click here to explore the AI investments we’re tracking right now.