Dear Fellow Investor,
This past week, President Trump himself rang the opening bells for the New York Stock Exchange and the Nasdaq from the Oval Office to promote the launch of “Trump Accounts.”
He said, “we have a hot country. I think the market is going to go through the roof…
“These accounts are going to grow, right along with our booming economy.”
This on the heels of last week’s headlines focused on Trump’s influence over the markets and how he’s profited.
So, you may be wondering, what to do now?
There’s no need to trade every headline.
There’s a lot of noise out there, and long-term studies show simply holding the S&P 500 over time is hard to beat.
90% of actively managed funds don’t outperform the market.
Slow and steady wins the race.
I like to nibble when I see value…
Take profits when things start to look silly.
Lately, we’ve done a lot of profit-taking on chip stocks…
The chip trade is crowded.
But hyperscalers - Amazon, Microsoft, Google, Meta - are down 17% since June 1st.
I see this as an opportunity to nibble.
This morning, I told you Microsoft was looking good at current prices.
Amazon, Google and Meta are interesting here, too.
And if you know me at all, you know that with the AI market mania we’ve seen, I am most especially interested in the non-obvious trades…
Going down a layer or two to the “picks and shovels” of the AI trade.
One of the big megatrends underlying AI is energy.
Anyone paying attention the last couple years has seen news of the mega energy consumption AI requires to function…
The decade-plus wait times…
The extreme lengths operators are willing to go to - from purchasing and directly relocating to nuclear power plant sites, to setting up massive portable natural gas turbines.
The desperation is real.
Tougher still:
Google, Microsoft, Amazon and Meta - the four biggest data center builders on earth - have all made legally binding commitments to 24/7 carbon-free energy…
Written into SEC filings…
Subject to shareholder lawsuits if violated.
You have desperation meeting binding law.
And in a surprise move started a year ago and completed on July 4th,
2026…
Trump killed every subsidy for clean energy.
Except one.
After an incredible drilling discovery near the Grand Canyon…
Trump rewrote the law…
Handing every advantage to this single resource.
After this move, Bill Gates reversed his position and signed a $100 million check.
Google signed a 15-year deal.
The five largest tech companies on Earth are signing deals.
Billionaires are writing nine-figure checks.
The Pentagon backed it.
And one company, established in 1965 and long forgotten by most investors…
Quietly built up its foothold in the sector…
Turning itself into the global linchpin of this now-hottest energy sector on the planet.
The 1,000% to 3,000% upside I see here is at the intersection of AI’s insatiable energy demands…
Hyperscalers’ legally-backed zero-carbon promise to investors…
And Trump’s surprise move pushed every resource and advantage to this company’s sector.
I just put out a detailed report on the entire situation.
“The Buck Stops Here,”
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Written by Dylan Jovine