A New Railroad Across America

The infrastructure companies laying tracks for the next economic boom ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

BROUGHT TO YOU BY MANWARD PRESS Before They Were Giants: How to Spot the Next Infrastructure Breakouts Robert Ross Speculative Assets Specialist One hundred and fifty years ago, railroads were everything. They didn't just move people and goods... they transformed the economy. They were the arteries of commerce, the backbone of industry, and the connective tissue of the entire nation. At their peak in 1881, railroads made up 63% of the entire U.S. stock market. Let that sink in for a moment. Nearly two-thirds of all U.S. equity value was tied to one industry. View larger image Investors back then didn't talk about "railroad stocks." They just talked about the market. Because railroads were the market. But eventually, the railroads matured. They became stable, dividend-paying companies - utilities, not growth engines. The next wave of innovation - oil, automobiles, electricity - took the baton. And that's how innovation always works. One technology dominates. Then it gets commoditized. And something new comes along to capture the world's imagination - and capital. SPONSORED 10 TIMES More Powerful Than ChatGPT Elon Musk recently revealed a new gold standard an AI technology – a massive supercomputer containing not one, not two, but 100,000 units of Nvidia’s most powerful AI chip. Oh, and it’s 10x times more powerful than the computer that created ChatGPT. What is Elon planning? Click here to get the full “inside scoop.”   The Railroads of Today Fast-forward to 2025, and the new "railroads" are here. They don't lay down steel tracks or run locomotives. Instead, they build the digital and financial infrastructure powering the modern economy: AI infrastructure: chips, data centers, and software platforms processing the explosion of artificial intelligence applications. Semiconductors: the "picks and shovels" of every tech boom, powering everything from iPhones to self-driving cars and ChatGPT. Blockchain rails: the decentralized networks enabling digital payments, stablecoins, decentralized finance, and tokenized real-world assets. Just like railroads in the 1800s, these technologies aren't the flashy consumer apps people see on their phones. They're the foundational layers. The backbone. The things everything else gets built on top of. SPONSORED AI Company Signs MAJOR Apple Deal Until 2040! It IPO'd in 2023. Now, it's tech will be found in iPhones and iMacs until 2040. Will it be the next trillion-dollar company?   The Small Cap Opportunity Here's where things get interesting for us as investors... Many of the companies building these new "rails" are still small caps. They're not the Nvidias (NVDA) or Microsofts (MSFT) of the world (though we like those too). They're the next generation of growth companies quietly laying the tracks for the future economy. View larger image Some will fail. That's the nature of innovation. But others? They will compound for decades... just like the railroads, oil giants, and early internet companies did. And because they're small caps, the upside can be extraordinary if you get in before Wall Street wakes up. Why Now Is the Time Two reasons I'm pounding the table on this theme right now... First, we have the stimulus wave. We've talked about this for months: tax cuts, rate cuts, Treasury buybacks, and regulatory easing are creating a tailwind for risk assets we haven't seen in years. When liquidity floods the system, growth stocks tend to rip higher - and small caps even more so. Second, we have the "profitability inflection" or as I call it, "the breakout." This is the point when companies flip from unprofitable to profitable. History shows this is when institutions pile in, valuations go higher, and multiyear uptrends begin. SPONSORED Stewart Was a Welder in the Family Business... Then He Did ONE Thing... and Ended Up One of the 1,000 Richest People in the World See the Remarkable Step Stewart Took... and How Any American Can Follow the Same Path.   Here's How to Play It I'm looking for names in AI infrastructure, semiconductors, and blockchain rails that fit our criteria... Stage 2 technical uptrends Positive earnings momentum Reasonable valuations (for growth stocks) Exposure to these "railroad" themes. These are the kinds of companies that could go from obscure tickers to household names over the next decade. View larger image The railroad investors of the 1800s weren't thinking about quarterly earnings or short-term interest rates. They were betting on a generational technology shift that reshaped the economy. Today, we have the chance to do the same with AI, semiconductors, and blockchain. The tracks are being laid right now. The trains haven't even left the station. And I plan to ride this new "train" to massive profits. Stay safe out there, Robert Want more content like this? YES NO

Robert Ross Robert Ross' unique style of clear and direct stock analysis has helped him build a massive following in the investment research industry. He started his career at investment research company Mauldin Economics, where he quickly rose through the ranks to become one of the youngest chief analysts in the industry. Today, over a million investors turn to Robert every month for his take on investing, economics and personal finance. He now shares his unique insights in Total Wealth and Manward Money Report.

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