Dear Reader,
Boy, we had a great webinar yesterday.
Thank you to all of you who attended. It was our most widely attended webinar in our company’s history.
Thank you.
If you missed it, here’s the replay.
=== OFFICIAL REPLAY NOW STREAMING ===
NVIDIA’s latest AI breakthrough is about to trigger a $50 trillion market shock, according to CEO Jensen Huang.
It’s already given private investors the chance at 10X, 11X, even 50X gains.
That’s why we just went LIVE to reveal two of NVIDIA’s “Silent Partners”…
Two explosive pre-IPO deals that could turn $750 into a retirement windfall this year.
Watch the replay here before the official link expires >>>
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Today I want to talk about something huge that happened that I haven’t even gotten a chance to touch on yet.
The Trump administration announced a $1 trillion defense budget for next year – the biggest defense budget in history.
I’m glad he’s doing the right thing for our country, because this is the critical decade, ladies and gentlemen, between the U.S. and China.
So much depends on what happens in this next 10-year period…
Basically, the world my kids, grandkids, etc. grow up in.
It will be based largely on what happens this decade.
It’s interesting, the robotics firm we talked about in yesterday’s webinar has a contract with the U.S. Air Force.
You can imagine conflict breaks out in the South China Sea and these robot arms are loading docks, putting everything into place.
It’s really easy to see how huge this opportunity is, not just for the defense industry which we’ll be talking about in the coming weeks…
But also for the manufacturing that’s coming back to America.
We’re seeing reshoring in the pharmaceutical industry and in tech with Nvidia and all these companies announcing big manufacturing commitments in the United States.
I’ve been thinking about this and thinking, what advantages do we have as individual investors in the markets?
We don’t have a math advantage – anybody can do the math on what these companies are worth looking at P/Es, etc.
Institutions just have bigger advantages – they can throw more resources at it than we can.
Where you have a big advantage is when the markets crash you can have an emotional advantage if you keep your cool.
Now, I don’t care how many institutional investors are out there – because there’s very few who can keep their cool under pressure.
Pressure changes everything.
Some people fold under pressure.
And I’ll tell you something – more than half the people I’ve met on Wall Street – big shots – fold under pressure.
They panic.
They’re not emotionally wired to handle stock market crashes.
It’s a disposition. They get anxious, panic and blow a fuse when things get bad in the stock market.
The other area where retail and individual investors like us have an advantage is in the private markets.
In the public markets, you’re competing with hundreds of institutional investors with hundreds of analysts in each of these shops.
They’re doing math simulations on all these stocks.
In the private market, you don’t have that.
It’s a much more fair game for you.
Betting in the stock market is kind of like playing poker where everyone at the table besides you can count cards.
So yesterday we talked about two private companies. One, my personal favorite, is a robotics firm.
The other is backed by Nvidia and Bill Gates and all these big companies.
But this robotics company, I can actually visualize it being used on manufacturing flows and in the military.
I can see how important that is, and how it’ll save companies and the military tons of money – more than the alternatives and more than its competitors.
My friend Harold texted me yesterday saying this is also a takeover target, and he’s 100% right.
In fact, that is the most likely scenario.
This company is well positioned, and its funding round closes in days. Make sure you get yourself a little slice.
AS SOON AS POSSIBLE.
I already bought my shares. The company just announced shares are almost sold out.
If you haven’t gotten yours, be sure to take action immediately.
And if you haven’t seen our webinar yet, watch the replay here.
“The Buck Stops Here,”
