Dear Reader,
Today I want to talk to you about a big opportunity nobody else is really talking about, that I got turned on to in a really weird way.
A friend of mine is a pilot and he’s been telling me for a long time about a problem that has really started to become apparent to the rest of the country in the past six months.
He told me, one of the most surprising things is how antiquated, and how many issues there are with the FAA’s air traffic systems around the country.
He said this is a problem because these are really, really old systems. They are not modernized.
So you know one of the things we do at Behind the Markets is look at how AI is changing our world, outside of ChatGPT and the really obvious AI plays.
We wonder, “how is AI going to change warfare? How is it going to change medicine?”
And when we see a big problem, like my pilot friend pointed out, “how is AI going to change/modernize air traffic control?”
That’s been on my mind the past six months.
Because we have a real problem…
On January 29th we saw that an airplane crashed into a helicopter…
Last week at Newark Airport there were outages where air traffic controllers were losing communication with planes.
Basically everybody agrees that this is a post-WWII system, from the 1970s and ‘80s, and so much has changed since then.
For one, in the 1970s around 300 million air passengers were recorded annually worldwide.
Today, over 4.5 billion passengers fly each year.
So we have an old air traffic control system that’s not really fit to current needs.
The government accountability office last year said that three quarters of the FAA’s 138 systems were either “obsolete” or “too difficult to reliably maintain.”
So basically…
Problem: we have to replace the FAA’s 138 air traffic systems. We have to modernize them.
Solution: thankfully, President Trump has ordered Transportation Secretary Duffy to really get on this.
And he’s going to be releasing a plan this week or next to upgrade the FAA’s systems.
Now, this is supposed to be a $40 billion project.
So it’s not so big that everybody’s going to be talking about it.
It’s kind of a “pocket listing,” to borrow a real estate term.
It’s this hidden little gem that most people don’t really know about.
But it’s a $40 billion opportunity nonetheless.
What makes this extra special, though, and why we are interested is…
The companies in the pole position to take advantage of this opportunity are really, really small.
There’s only a handful of them, and their market caps are comically small. They haven’t made it to prime time yet.
One has a $50 million market cap, a $2 stock.
Another has an $18 million market cap. There’s a $200 million market cap, another has a $230 million market cap.
These are companies that focus on the AI or technology of moving aircraft around.
They really have the most modernized software for this very specialized system.
For this kind of problem you don’t want to go to IBM, for example. You don’t want a generalist. You want a true specialist.
When this problem really started to get in my head, we researched the best companies to play this industry, and there’s one in particular we really like. We wrote a report on it.
For Breakthrough Wealth members, just go to the bonus report section of your web portal. You’ll see it there.
This is a super opportunity.
And if you’re not a member of Breakthrough Wealth, but you’re interested in how a $40 billion pie is going to get divvied up among these tiny, $18 million, $50 million, etc. companies…
And why these stocks could go, basically from $2.50 to $10, $15, $20 a share…
Go here now for an invitation to join.
It’s a big opportunity for companies that are very well positioned to take advantage of this.
These are real needle movers.
This is not, “the biggest AI opportunity in the world… $1 trillion this, $2 trillion that…”
It’s a $40 billion opportunity to modernize air traffic control systems.
But the companies that are in the lead to get a piece of this business are tiny – $1 stock, $2 stock, $50 million company, $100 million company…
And it’s their chance to shine, finally.
And it’s really getting urgent…
Just this week news came out that Newark airport, “cannot handle the number of planes that are scheduled to operate there in the weeks and months ahead.”
So Transportation Secretary Duffy is going to be releasing a plan as soon as this week to upgrade the FAA’s systems.
You want to be ahead of this.
It could be your last chance to claim a stake in this mini-megatrend that we believe will be BIG for the tiny companies with the best tech in this space.
“The Buck Stops Here,”
