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March 2024 Issue: Arm Holdings (SYM:ARM) & Updates

The company is an actual monopoly and has monopoly pricing power: 70% of the world’s population touches Arm in some way.
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February 2023 Issue: Louisiana-Pacific Corp (SYM: LPX)

Now for the past couple of months, I’ve been showing you how to invest in short-term government bonds and money market funds. But this month, we’re back in the stock game with a solid recommendation for you.
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Good morning, friends — Dylan Jovine here with Behind the Markets. In today’s video, I want to open your eyes to something that very few people are talking about yet, but it’s going to completely reshape our world. While most of the financial world is still chasing AI stories, the real action is moving toward something bigger: Embodied Intelligence (EI). It’s the next great leap for artificial intelligence, where AI jumps off your computer screen and into physical, thinking, responsive machines in the real world. I first started connecting the dots when a close friend of mine in tech told me six months ago, “Dylan, AI doesn’t need data centers this big — EI does.” That conversation sent me down a rabbit hole, and what I found is staggering. Big Tech is spending hundreds of billions on infrastructure not just to run ChatGPT-style tools, but to support the processing power needed for self-driving cars, robot patrol dogs, AI-powered home aids, and so much more. The entire world is being built out for this, and it’s happening quietly, right under everyone’s nose. In this video, I break it all down — from the shocking $400 billion data center build-out to the private nuclear power plants being locked down by companies like Microsoft and Meta. Most people won’t realize what’s happening until it’s too late to profit. That’s why we put together a special report detailing this transition to EI, the companies leading the charge, and what this could mean for early investors. If you’re even remotely curious about where AI is really headed — and where the big money opportunities will be before Wall Street catches on — you’ll want to watch this video and grab the report. The future isn’t coming… it’s already here. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmNlZGFXOWVQU253

Dylan Jovine | The Multi-Billion-Dollar AI Shift Nobody Sees Coming

Good morning friends — it’s Dylan Jovine with Behind the Markets, and believe it or not, it’s July 2nd. I can’t believe our nation’s birthday is just around the corner. Before we all head out to celebrate, I wanted to record one last message before I take off on my annual family trip. I’ve been doing these videos for about a year now, and I’ve got to say — it’s been one of the most rewarding, sometimes nerve-wracking, but always worthwhile things I’ve done. I appreciate every single one of you for joining me on this ride, through the ups, the debates, and everything in between. I also wanted to give you a heads up about what’s coming while I’m gone because trust me — you don’t want to miss it. I’ve got a new special report dropping on what I believe is the most important shift in tech nobody’s really talking about yet: the move from AI to EI — Embodied Intelligence. AI isn’t just going to live on your screen anymore. It’s about to jump into the physical world, and companies are already spending hundreds of billions getting ready for it. This is real. It’s happening. And in this new report, I’ll break down what I’ve learned over six months of research and the stocks I believe are set to soar because of it. We’ve also got another killer report in the works about rare earth minerals and the power dynamics shaking up the global markets. If you’ve followed me for a while, you know how fired up I get about this stuff. And this next deep dive takes it to another level — with the best opportunities I see for investors right now. I’m grateful for your time, your attention, and your trust over the past year. Have a great July 4th — be safe, enjoy the people you love, and I’ll see you when I’m back. Big things ahead, my friends. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LnQ4RHJTSTBwQk9R

Dylan Jovine | Forget AI — The EI Era Is Coming

Good morning, Dylan Jovine here with Behind the Markets. It’s Tuesday, July 1st — and as we get ready to celebrate our nation’s 250th birthday, I want to talk about something I believe is just as important: peace through strength. Today’s video dives into how President Trump’s evolving trade deal with Europe is fueling a new supercycle in global military spending—and why that matters for investors. European Council President António Costa recently confirmed that Europe’s ramped-up defense budgets will include buying U.S. arms, pushing Trump’s trade deal forward. A lot of people didn’t understand why Trump pressured NATO countries to spend more on defense—but the strategy is now crystal clear. Europe is rearming, and U.S. defense companies are set to be the biggest winners. More demand, more scale, more leverage in our global competition with China. The numbers are striking. Poland already spends 4% of GDP on defense. Estonia, Latvia, Greece, Lithuania—each above or near 3%. Now, with NATO moving toward 5% across the board, the market for American defense tech is exploding. And that brings us to the companies in our Breakthrough Wealth portfolio—many of which are directly tied to this rearmament trend and the broader geopolitical power shift we’ve been tracking for years. Bottom line: this is a defense supercycle. The war machine has been turned on. And as Elon Musk, Palmer Luckey, and Peter Thiel step into the ring, Silicon Valley is finally waking up to the stakes. We’re in a fight to preserve freedom, innovation, and the Enlightenment values that define Western civilization. And the companies enabling that defense deserve your attention. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkZkSU5Ea2ZqcElr

Dylan Jovine | Silicon Valley Joins the Fight: Musk, Thiel, and the Military Tech Boom

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March 2024 Issue: Arm Holdings (SYM:ARM) & Updates

The company is an actual monopoly and has monopoly pricing power: 70% of the world’s population touches Arm in some way.
Learn More

February 2023 Issue: Louisiana-Pacific Corp (SYM: LPX)

Now for the past couple of months, I’ve been showing you how to invest in short-term government bonds and money market funds. But this month, we’re back in the stock game with a solid recommendation for you.
Learn More

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