⚡️U.S. Silent Partner Could Unlock Energy Boom
"Secure” Apps a Honeypot for NSA, Automation's Next Big Winner, and More
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
U.S. silent partner could power the next wave of AI.
NSA uses Google ads to sidestep “secure” apps.
U.S. is leading in humanoid robotics—here’s the next big winner.
THIS stock up 150% since IPO, worth $11B, and only has 323 stores.
And more. Let’s get to it!
Follow us on Instagram | Advertise to our 7K+ subscribers
But first…
Ready to get serious about investing?
Join our growing list of premium subscribers who have already placed themselves on the path to greater wealth by mirroring our stock ideas.
Become a premium subscribe today for just $9/month and receive market beating stocks. Picked by elite traders. In your inbox. Every Monday, before the market opens.
Top Insights of the Week
1. ⚡️ U.S. Silent Partner Could Unlock Energy Boom
Amid all the AI hype, there's one crucial detail everyone is missing. The most important one. Where the hell will the U.S. get the energy to power the next wave of AI?
AI will double or triple electricity needs. Renewable energy alone won’t cut it.
ChatGPT uses 17 thousand times more electricity than an average US household consumes. And that’s just one AI program.
But, there’s a new technology that could quench AI's growing energy demands…Small Modular Reactors (SMRs).
SMRs are nuclear reactors that are safer, smaller, more efficient, and capable of being deployed in various locations.
Who’s building this? A low-profile U.S. government contractor with billions in secured contracts and a revenue pipeline guaranteed for years…BWX Technologies.
Awarded a contract by GE Hitachi to help develop the BWRX-300 SMR, a self-cooling nuclear reactor with safety features. One of the first SMR deals in North America.
Building the first advanced microreactor in the U.S. for the DoD.
Major supplier of nuclear components and fuel for the U.S. military.
2. 👀 "Secure” Apps a Honeypot for NSA
Big tech has been in bed with the intelligence community. Trading access for protection and profit.
OpenAI aligns with U.S. tech establishment by adding former NSA head Paul Nakasone to the board.
At least 200 former intelligence workers have moved into Silicon Valley jobs.
"Twitter Files" show weekly pre-election meetings between Twitter and federal agencies, censoring speech and promoting an official narrative.
U.S. government is ramping up surveillance with laws like FISA. Many so-called "secure" apps are often honeypots. Just look at Tor users. Tor is a browser that hides your IP address by routing your internet traffic through multiple servers, making it harder to track your activity and location. NSA uses Google ads to sidestep all of this.
NSA can still find out who you are by using the way ads and tracking cookies work on the internet.
Online anonymity isn't foolproof. Even small oversights can expose you to surveillance. The demand for counter surveillance tools is only going to increase.
Telegram’s “Secret Chats” offers end-to-end encryption for privacy.
Off Radar VPN and Shadow Node use decentralized VPNs to better hide data.
3. 🤖 Automation's Next Big Winner
The U.S. is leading in humanoid robotics.
Tesla’s Optimus Gen-2 can hold an egg without breaking it.
Figure’s Figure 02 combines AI for natural language and complex tasks.
Agility Robotics’ Digit can deliver packages and work in a warehouse.
Boston Dynamics’ Atlas can run, jump, and do backflips.
China is not far behind, this past week they made significant progress.
AGIBOT’s humanoid robots can help with tasks around the house.
Unitree’s G1 humanoid robot can climb stairs.
Astribot’s S1 robot can fold clothes and fry waffles.
Automation is about to take off. One industry in particular is ahead of the curve right now… Restaurants.
Restaurant businesses, at peak performance, make ~24% EBITDA. Eliminate labor cost and that's a HUGE bump. Add to this a simplification of the menu and you have yourself a perfect recipe for lower prices, faster service, and shorter wait times.
*Sponsored
William Lobb's Blog, Newsletter and General Tomfoolery
A landlocked pirate trying t survive 21st Century mediocrity. Join today for free.
MktContext
Weekly tips and strategies to time the stock market and achieve superior returns (yes, it's possible!).
Trusted by savvy investors, we share timely market analysis, trading signals, and economic updates from a seasoned professional managing $5 billion.
Subscribe now to start beating the market.
Top 3 Charts of the Week
1. 📈 Cava's Value Hits $35M Per Restaurant
Cava's stock jumped 150% since its IPO, reaching a $11B valuation with just 323 stores.
Investors are betting on Cava's growth, eyeing its expansion plans and potential.
Cava could be the next Chipotle, disrupting fast-casual dining with a focus on future profits.
2. 🎟️ Deadpool Ignites a Comeback for R-Rated Films
Deadpool & Wolverine became the highest-grossing R-rated movie ever, hitting $1.14B globally in just four weeks.
The movie's success across all demographics (male, female, young, and old) challenges the traditional limits of R-rated films.
R-rated films are surging, now nearly 30% of the box office.
3. 😬 College Closures Surge
College closures are up, with 529 shutting down from 2014-2023 due to financial strain.
Rising tuition, declining enrollment (down 12% since 2010), and skepticism about college value are driving these closures.
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.
Subscribe today for just $9/month.
🚨 What you get when you become a premium subscriber 🚨
TOP 5 STOCK IDEAS, picked with sniper precision, delivered to your inbox every Monday morning, before the market opens.
HIGH CONVICTION TRADE ALERTS throughout the week as we spot them.
Access to OUR COMMUNITY of fellow traders, where you can ask questions & post comments.
END OF THE MONTH SUMMARY of which ideas performed best.
NO GUESSWORK. 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, discover opportunities and risks not highlighted elsewhere.
Enjoy this content? Subscribe to our Instagram
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.