Miss These Genesis Mission Stocks, and You’ll Regret It for a Decade

The American free market – that chaotic, beautiful, messy playground we’ve loved for decades – officially closed for renovation. And when it reopens, it won’t look anything like the one we once knew.

We are sprinting toward a corporate-state hybrid that looks less like 1980s Wall Street and more like 1942 – when Detroit stopped making Buicks and started building B-24 bombers. But instead of building planes to fight Nazi Germany, we are building data centers to fight China.

So, if you are currently analyzing price-to-earnings ratios (P/E) and return on invested capital (ROIC) or debating the nuances of “free market dynamics,” you can put your pen down… Because you are analyzing a world that ceased to exist roughly 90 days ago.

Don’t believe me? Just look at the scoreboard. 

In the last few months alone, the Trump administration hasn’t just supported companies; it’s bought equity in them. 

It converted CHIPS Act grants into a 10% stake in Intel (INTC)… took a 15% position in rare earths supplier MP Materials (MP)… then a 10% stake in Trilogy Metals (TMQ)… and a 10% stake in Lithium Americas (LAC)… 

In other words, the federal government is no longer just a regulator – it’s the biggest whale in the waters: the ultimate activist investor. And when the guy printing the money is also buying the stock, you do not bet against the trade.

I mean, each of those stocks – MP, INTC, TMQ, and LAC – more than doubled in a matter of weeks… some even tripled within days. These are some of the fastest, biggest gains I’ve seen in my career. 

But they were just the appetizer. 

The main course? The Genesis Mission – the single most important investment theme of 2026…

The Genesis Mission: America’s Manhattan Project for AI Dominance

On November 24, President Trump signed an executive order launching the Genesis Mission. The financial media – still obsessing over quarterly earnings and Fed policy – referred to it as an “AI initiative.” But we think they are missing the forest for the trees…

Because the Genesis Mission isn’t about building a better chatbot. It is the Manhattan Project for AI: a formal acknowledgment by the White House that “letting the market decide” is how you lose a war to a command economy like China. 

China doesn’t wait for a startup to secure funding to build a fusion reactor. It just builds it. Nor does it rely on market forces to secure its antimony supply. It seizes the mines instead.

That’s why the Trump administration has looked at Beijing and said, “Fine. Two can play at that game.”

Genesis will:

• Centralize Scientific Data
  • The Department of Energy (DOE) is nationalizing the world’s largest scientific datasets.
• Weaponize AI
  • These datasets are being fed into massive, state-run AI models trained on government supercomputers to solve physics and engineering problems that would normally take decades.
• Compress Timelines
  • The goal is to shrink 10 years of research and development into 10 months.
• Pick Winners
  • The government will identify the companies critical to this mission, fund them, provide them with the AI, and – most importantly for us – likely buy equity in them.

This is a total mobilization of the U.S. industrial base. And it is targeting exactly six strategic industries.

The Only Six Sectors That Matter in 2026

The Genesis Mission identifies six specific industries that will determine whether America remains a superpower or becomes a vassal state.

Trust me when I say that these are the only sectors that matter in 2026.

1. Biotechnology: Train “Scientific Foundation Models” for biology to automate drug/material discovery.
2. Critical Materials: AI-driven discovery of new deposits and securing domestic processing.
3. Nuclear Fission & Fusion: Secure “Energy Dominance” to power the massive AI compute clusters.
4. Quantum Information Science: Integrate quantum computing into the Genesis Platform to solve problems classical AI cannot.
5. Semiconductors & Microelectronics: Domestic production of the chips that run the AI.
6. Advanced Manufacturing (Robotics & Automation): “Robotic laboratories” and closing the loop from AI design to physical production.

Genesis Mission Timeline: Your 270-Day Investment Window

The White House is not wasting time here. This executive order set a very aggressive timeline with specific deadlines, starting from the date of the order (Nov. 24, 2025):

• 60 Days (approx. Jan. 23, 2026):
  • The Secretary of Energy must submit a list of at least 20 specific challenges to solve within those six industries.
• 90 Days (approx. Feb. 22, 2026):
  • Identify all available supercomputing and cloud resources that can be added to the Platform.
• 120 Days (approx. March 24, 2026):
  • Identify the initial datasets and models to be used.
  • Develop a security plan for bringing in data from outside the government (i.e. universities/private sector).
• 240 Days (approx. July 22, 2026):
  • Review capabilities for “robotic laboratories” and automated manufacturing facilities.
• 270 Days (approx. Aug. 21, 2026):
  • Go Live: The “American Science and Security Platform” must demonstrate “initial operating capability” for at least one of the identified challenges.
• 1 Year (Nov. 24, 2026):
  • The secretary must submit a full report on progress, user engagement, and scientific outcomes.

As far as Washington goes, that’s an all-out sprint… which means if you’re not positioned, you’re already late.