The Day Wall Street Lost Control of the AI Boom

There are moments in market history when everything quietly changes – when the old rules stop working and a new force takes over.

Most investors don’t see it happening in real time.

They only spot it years later, staring at a long-term chart and saying:

Oh… that was the moment everything shifted.

I’m here to tell you – not in hindsight, but right now – that one of those moments just happened.

And almost nobody is talking about it.

The mainstream media is all about the noise: Nvidia Corp.’s (NVDA) earnings reports, Michael Burry’s short positions, circular financing deals, and whether an AI bubble is popping or not.

For a moment, I want you to forget all of that. 

Because what I’m about to show you is much bigger… 

Not long ago, if you wanted to spot the next transformative tech stock, you’d follow the venture capital money in Silicon Valley or the innovation coming out of places like Caltech (my alma mater). 

Today, I’ll argue that you should follow the money flowing out of Washington, D.C. 

The U.S. government has effectively launched a modern Manhattan Project for AI – a massive, multitrillion-dollar effort to secure America’s dominance in artificial intelligence and other critical technologies. 

This initiative spans investments in advanced microchips, quantum computing, critical minerals, clean energy, and more. The White House is actively picking and funding the companies it deems crucial to winning the 21st-century tech race.

And if you don’t understand what that means for your portfolio, you’re going to miss the most explosive wealth-creation window since the early days of the internet.

So, let’s walk through why the government is suddenly acting like Silicon Valley’s new mega VC fund… and why early investors in these White House-blessed companies are seeing gains most hedge funds can only dream of.

I explain exactly how to profit – including my #1 stock pick I believe the government will target next – in a brand-new briefing I just finished recording.

But let’s start at the beginning…

The Federal AI Boom Is Rewriting How Market Winners Are Chosen

We’ve seen the proof in recent months.

You’ve probably heard about all of the administration’s pro-AI initiatives, like Project Stargate.

But what you haven’t heard is how they are being used today.

We aren’t talking just subsidy bills. Or stimulus packages. Or even industrial policy plans. 

This is the federal government taking direct equity stakes in the companies it believes will determine America’s technological dominance.

And when Washington picks a winner?

The stock reacts like a powder keg.

For example, the government acquired stakes of 15% in MP Materials Corp. (MP) and 9.9% in Intel Corp. (INTC) earlier this year, among others. 

It’s a radical departure from business as usual. 

But whether one likes it or not, this bold federal intervention is now a reality. And as investors, we need to understand the implications.

Washington’s Equity Stakes Are Creating a New Class of AI Champions

What are those implications? 

Huge stock moves – to the upside – in the companies that get tapped by Uncle Sam. It turns out that betting alongside Washington can be extremely profitable. 

So far, “Uncle Sam’s portfolio” of chosen companies is trouncing the broader market. Consider that:

• Intel’s shares are up about 77% this year, 
• MP has rocketed 276%, 
• Lithium Americas Corp. (LAC) is up 50%, 
• and Trilogy Metals (TMQ) is up 204%.

All far outperforming the S&P 500’s ~13% gain. 

These stocks surged as news hit that the government was backing them with major investments or contracts.

In effect, Washington has become the world’s most powerful venture capitalist, and it’s fast-tracking a new generation of tech winners. 

And if you understand it, you can profit from it… just like we did.