🪦 Longest Cemetery on Earth Reveals China's Drone Dominance
Plus: A $13B Magic Bullet, and More
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
China is telling the world hold my beer when it comes to drones.
Biotech is dusting off a 100-year-old idea.
Young kids are becoming Siri masters.
S&P 500’s illusion of diversification could cause a disaster.
And more. Let’s get to it!
Follow us on Instagram | YouTube | Advertise
Top Insights of the Week
1. 🪦 The Longest Cemetery on Earth
The Great Wall of China... a.k.a "the longest cemetery on Earth"... more than ~400K people died building this marvel… now, order McDonalds on your phone, and a drone will drop it off for you mid-walk… i’m sure that’s not what the great Emperor had in mind, but it’s happening… China is telling the world hold my beer when it comes to drones…
Dropping ~$43B a year to have drones deliver food, monitor infrastructure, and pump up their national defense.
By 2030 they want to deploy 100,000 flying cars.
Building an army of 1M kamikaze drones.
U.S. needs to wake up before China’s out here dictating international drone standards, leaving us to play by their rules…
Strict U.S. regulations, like line-of-sight, are choking commercial drone growth… while we wait, China races ahead.
If U.S. speeds up/eases on drone regulations, the urban air mobility market could rocket, $1.5T by 2040.
3 companies we're keeping a close eye on...
Joby, a leader in the flying car (eVTOL) space, backed by $1B from Toyota, aims to launch air taxis by 2025 in markets like Dubai.
Red Cat, a military and commercial drone company, secured big military contracts and partnered with Palantir, forecasting $80M–$120M in 2025 sales.
Ambarella makes AI chips (in high-demand) for drones, driving a 30% sales jump last quarter.
2. 💊 A $13B Magic Bullet
Biotech is moving at a jaw-dropping speed, from AI drug discovery to gut bacteria diagnosing autism... and now... a 100-year-old idea is re-surfacing with today's cutting edge tech... Antibody-Drug Conjugates (ADC)…
In 1906 Dr. Paul Ehrlich envisioned a drug, he coined “magic bullet” that targets diseased cells without harming healthy ones, laying the groundwork for precision medicine... what is known today as ADCs.
ADCs pair antibodies with cancer-killing drugs, targeting cancer cells precisely and reducing side effects.
ADC market is skyrocketing since Mylotarg’s 2000 FDA approval…
Projected to grow to ~$13B+ by 2030.
14+ ADCs are now FDA-approved, with more in clinical trials.
But... it's not just cancer... ADCs have the potential to target autoimmune diseases and infections, completely shifting how we fight these illnesses. 2 companies we’re keeping a close eye on…
Pfizer bought Seagen for $43B, locking in its spot as a leader in developing cancer-fighting drugs. Seagen’s FDA-approved ADCs, like Adcetris, drive revenue, and Pfizer’s size helps expand ADCs to more cancer types.
AbbVie’s Teliso-V, an ADC for lung cancer, is in late-stage trials. If approved, it could be a game-changer, opening a multi-billion-dollar market.
3. 💸 Ready to get serious about investing?
Then join our growing list of premium subscribers who have already placed themselves on the path to greater wealth by mirroring our stock ideas.
Subscribe today for just $9/month.
🚨 What you get when you become a premium subscriber ($13,890.80 value) 🚨
TOP 5 MARKET BEATING STOCK IDEAS ($5,000 value) picked with sniper precision, delivered to your inbox every Monday morning, before the market opens.
HIGH CONVICTION TRADE ALERTS ($1,690.80 value) throughout the week as we spot them.
Access to OUR COMMUNITY ($1,200 value) of fellow traders, where you can ask questions & post comments.
END OF THE MONTH SUMMARY ($600 value) of which ideas performed best.
NO GUESSWORK ($2,400 value). You'll get to see our entry point, stop loss, and profit target.
INSTANT ACCESS, no strings attached. No commitment. Cancel anytime.
UNCONVENTIONAL MARKET & MACRO INSIGHTS ($3,000 value), discover opportunities and risks not highlighted elsewhere.
MAKE MONEY or GET YOUR MONEY BACK GUARANTEE. If you subscribe today, use it actively for a year, and don't make money, we'll refund your payment and give you an extra year for free.
Get $13,890.80 worth of value for just $9/month to our premium newsletter. Hands down, Money Machine Newsletter is the most valuable investing service out there.
4. 🤔 Forget Jedi Masters… Meet Siri Masters
Parents are avoiding giving younger kids (ages 5-12) phones, instead they opt for an Apple watch... and it's off to the races for how these kids interact with Siri... opening up an incredible opportunity for startups building voice-first experiences to dominate once these kiddos become adults.
Big tech knows this paradigm shift is in the works…
OpenAI’s Advanced Voice Mode (AVM) personalizes tone and accents, making conversations feel natural.
Anthropic’s Claude uses emotional intelligence to analyze tone and rhythm, responding with empathy.
Google’s Gemini 2.0 lets your AI talk, listen, and watch your screen, creating natural conversations.
While the big players lay the groundwork, startups can leverage it... this could mean the mobile app revolution all over again but for voice...
Imagine a voice-first Expedia… even capturing just 1% of its ~$24B market is huge… and that’s just one example, take your pick.
Community Spotlight
Newsletters from other independent thinkers you might find interesting.
👉 Rijnberk InvestInsights, a publication for investors and those looking for easy-to-read and in-depth stock analysis and well thought out investment ideas.
👉 Open Road Ventures, join a growing community of innovators and intrapreneurs. Each week, dive into sharp insights on Open Innovation, Corporate Venturing, and the trends shaping the future—all in a quick, engaging read. Ready to explore what’s next? The road is open.
👉 HUGE INSIGHTS: The Big Picture, a free monthly investment newsletter designed to help traders and individual investors capitalize on the thematic market opportunities that we uncover in our research. Our goal is to educate our readers while helping them to generate consistent trading profits and manage risk.
👉 Best Chance Vance Substack, giving traders the best chance to trade the S and P 500 and Nasdaq futures.
👉 Crypto Is Easy, join over 23,000 investors for exclusive insights and strategies from a top crypto analyst. No shills, just the perspective you need to thrive and crush the crypto market. Find out what the other analysts can’t tell you.
Top 3 Charts of the Week
1. 😳 BATMMAAN Stocks Lead Market Growth This Year
Big tech's BATMMAAN stocks added $6.2T in value and now control 34% of the S&P 500… absolute insanity.
Most Americans buy S&P 500 ETFs, but instead of 500 equal parts, your money mostly goes into these few giant stocks... creating an illusion of diversification... if one crashes, the entire index could take a MAJOR hit.
2. 📉 Global Fertility Rates Are Declining
Fertility rates are dropping fast. The global rate fell from 4.7 in 1970 to 2.25 in 2023. By 2050, over 75% of countries won’t have enough births to sustain their population.
Better education, access to birth control, and changing social priorities are making people choose fewer kids.
3.💰Crypto in 2024: A Strong Year for Many
Bitcoin hit $100,000 this month, driven by 11 new spot bitcoin ETFs approved by the SEC.
Donald Trump’s election win boosted bitcoin another 50%, alongside a pro-crypto Congress and SEC leadership change.
Crypto-friendly policies signal a bullish future, with 22 of the top 25 cryptocurrencies up this year.
What did you think of today’s newsletter?
Enjoy this content? Subscribe to our Instagram | YouTube
We take the responsibility of emailing you seriously. If you don't want to receive stock market updates and trading education anymore, you can unsubscribe at any time.
Nothing in this email is intended to serve as financial advice. Do your own research. See important disclaimer & terms of service.