The Hardest Part of Being Early

Conviction feels worst right before it pays off  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

October 24th, 2025   |   Read Online   Donald Doge One of our recommendations soared more than double digits after we highlighted it a few weeks ago. Then, just as fast, it gave a chunk back. About a 20% slide from recommendation. Does that mean the thesis is broken? No. It means the timing is volatile, the execution risk real, but the tailwind remains as strong as ever. I've been doing this long enough to know what shows up in the inbox after a swing like that. A mix of "Should we cut?" "Did we miss the top?" and "Was the run-up just luck?" Those are fair questions. Prices moving against you never feel good. But just because prices move doesn't mean they matter. In early-stage, strategically important themes, volatility is how the narrative transfers from tourists to owners. This is where we separate belief from conviction. Belief is optimism when the chart is up and to the right. Conviction is clarity about why we own something, what would invalidate it, and how we behave when price and thesis momentarily disagree. We don't confuse price weakness with thesis weakness. We don't confuse drawdowns with defeat. We don't confuse discomfort with danger. So here's how we think in moments like this: Timeframe: We are underwriting a multi‑year realignment of supply chains, not a multi‑week trade. Triggers that matter: Policy, permits, export rules, offtakes, and balance‑sheet capacity. Not today's candle. What would break the thesis: A durable reversal in the policy direction we're seeing globally; an actual loosening of chokepoints; credible, near‑term substitution that eliminates demand. What confirms it: Tighter export regimes, faster permitting in the West, state equity stakes, and rising strategic stockpiles. The recent pullback across the critical minerals space is the tuition you pay to be early. If you demand smooth price action, you'll never own the things that matter before everyone else does. If you can tolerate turbulence without abandoning discipline, you get a chance to compound ahead of the crowd. What follows is why the swing is a signal, not a siren, and why our long game hasn't changed at all. The Drop That Proves the Story In the last month, rare-earth exports from China dropped more than 12%, with shipments to the U.S. falling nearly 30%. On the surface, that looks like a slowdown. In reality, it's a choke point. These materials, found in everything from EV motors to fighter jets, are now subject to export licenses controlled not only by China's Ministry of Commerce but also by its Central Military Commission. That means every ton of material shipped abroad is no longer just trade, but also a national-security decision. This isn't just volatility. This is geopolitical maneuvering at the highest level.  Each export restriction, each delayed permit, each new license requirement reverberates across entire industries. Auto manufacturers delay production. Defense contractors scramble for supplies. Renewable developers hesitate on new projects. Prices swing. Traders panic. But beneath that surface noise, something deeper is happening: the world is repricing the value of physical sovereignty. For investors, these pullbacks are just the turbulence before liftoff. Early cycles in new industrial regimes always follow the same pattern. First comes euphoria, then doubt, then quiet accumulation. We are now in the part where the impatient exit and the strategic capital quietly enter. The World Is Repricing What Matters We are living through a structural shift so large that most people can't see it yet. For decades, mining was treated as a cyclical business. A boom-and-bust relic of the old economy. Today, it has become the new foundation of the next one. The world isn't just running out of materials; it's running out of time to secure them. Critical minerals are now national assets.  The same metals that power your phone or an EV also guide missiles, stabilize grids, and drive AI data centers. In other words, these materials don't choose sides. They serve both commerce and conflict. That changes everything. Once something becomes strategic, profit margins become secondary to supply security. Governments don't debate whether they need it. They debate how much to subsidize it. That shift is happening now. The United States, EU, and G7 governments are setting price floors for key mining assets, accelerating permits, and even taking equity stakes in producers. For better or worse, the taxpayer is now an investor in the mining industry. It's the 1970s energy crisis all over again, but this time it's about materials instead of oil. What looks like noise in the markets is really the sound of a system resetting around scarcity of access. Seventy Years Ahead, and We're Just Starting the Race While the West debates environmental virtue, China executes industrial policy with military precision. Its dominance in rare-earth processing didn't appear overnight. It took seven decades of strategic investment, consolidation, and state funding. What we're seeing today with all the export restrictions, license regimes, and supply rationing is a multi-decade orchestration. China's industrial policy follows long, stable political cycles—15-year plans stacked on top of one another. The West can't match that rhythm. Democracies operate on election cycles, while China operates on centuries. Every new restriction is part of a broader choreography that stretches back to the 1950s: dominate extraction, master refining, control the midstream, then dictate pricing. This is what it looks like when a nation turns geology into strategy. It's also why Western nations are scrambling to rebuild what they allowed to decay. The West Is Getting Its Hands Dirty Again Across the Atlantic and the Pacific, something almost imperceptible is changing. The sound of shovels and drills is returning to places that long ago wrote off heavy industry. In Texas, construction crews clear land for a new magnet plant funded in part by the Department of Defense. In Quebec, engineers map out a lithium refinery where an abandoned paper mill once stood. In Australia, long‑shuttered mines are flickering back to life under government‑backed loans. Permitting offices that once sat in bureaucratic paralysis are suddenly moving with urgency. A project that would have taken thirty years is now pushed through in ten. Ministers pose for photos in hard hats. Local papers run headlines that haven't been printed in a generation: New Mine Approved. In Washington and Brussels, the tone has shifted from rhetoric to requisition. Defense departments are rewriting procurement contracts to include domestic‑supply clauses. State development banks are quietly taking equity positions in the same companies they once ignored. The policy playbooks are less about efficiency now and more about resilience. Supply‑chain resilience has become the new currency. Meanwhile, public opinion hasn't caught up. Town‑hall protests rage at the sight of open‑pit mines while their participants livestream on devices powered by the very metals they oppose. It's an irony lost on no one inside the industry. Yet even here, attitudes are softening. Communities that once chased miners away are beginning to negotiate revenue‑sharing agreements and job guarantees. In Ontario's Ring of Fire region, for instance, several First Nations that had once blocked access roads have now signed benefit agreements with mining developers. Those deals include commitments for local employment, profit‑sharing, and environmental oversight. Similar arrangements are appearing in Australia's Northern Territory, where Indigenous councils are striking joint‑venture partnerships that give communities both equity and veto power over projects. The conversation has moved from never here to not yet. For investors, the images tell the story better than any chart could. Bulldozers are carving out new corridors of supply. Rail lines are being rebuilt to haul materials that haven't moved in decades. Energy grids are reinforced to power refineries that don't exist yet. Each of these moments, mundane, physical, and slow, marks the real turning point. The West is waking up and standing back up, dirt under its fingernails again. Why Being Early Always Feels Wrong Conviction has a cost. It's paid in volatility, criticism, and doubt. When prices fall, people lose faith. But markets rarely reward comfort. The pullback across the sector is the price of being early, and being early is the only way to capture asymmetric returns. Remember, the projects that change nations aren't built for quarterly earnings. They're built for decades of output. A new mine can take $3 to $5 billion in capital expenditure and lose $20 million per week in delays. The fact that capital is finally flowing back into these systems after decades of neglect is itself the story. For investors, that means endurance matters more than precision. You don't have to time the next spike. You just have to survive the drawdown that precedes it. The Swing Is the Signal Every great cycle begins with a collapse of belief. The same hands that bought the narrative sell the moment reality intrudes. That's what makes markets efficient and investors wealthy, but never both at the same time. This pullback isn't the end of the story. It's the part most people won't live through long enough to see pay off. The thesis isn't falling apart. It's taking shape. And the volatility? That's not danger. That's the pressure building before the breakout. In the end, conviction isn't what you say when things are going up. It's what you do when they go down. If you've been following these themes, you already know the path isn't smooth, but it's worth it. The world is rebuilding the material foundations of the future. Some will panic at the swings. Others will see them for what they are—signals that the next era is already underway. Double D P.S. For Premium Members, a quick note on our latest recommendation is located below. 🔓 Premium Content Begins Here 🔒 In today's Premium Section, you'll find the next recommendation we're putting our money in during this explosive stage of the infrastructure buildout. I hope you've been paying attention because many of our picks are currently beating the S&P by up to 4-to-1 this year. Most financial newsletters charge $500, $1,000, even $5,000 per year. Why? Because they know they can. I don't. I built my wealth the old-fashioned way, not by selling subscriptions. That's why I priced this at $25/month, or $250/year. Not because it's low quality, but because I don't need to charge the typical prices other newsletters charge. One good trade, idea, or concept could pay for your next decade of subscriptions. The question isn't 'Why is this so cheap?' The question is, 'Why would I charge more?' 👉 Upgrade to Premium Now P.S. If this newsletter were $1,000 per year, you'd have to think about it. You'd weigh your options. You'd analyze the risk. But it's $25 a month. That's the price of a bad lunch decision. And remember, just one good idea could pay for your subscription for a decade. 👉 Upgrade to Premium Now   Update your email preferences or unsubscribe here © 2025 Moonshot Minute 228 Park Ave S, #29976, New York, New York 10003, United States Terms of Service

5 Profit Forces in AI to Make Money (And Avoid the Bust)

This boom could hand you enormous gains before others even realize what's happening.

5 Profit Forces in AI to Make Money (And Avoid the Bust) VIEW IN BROWSER The biggest tech boom since the dot-com era is unfolding right now … and if you play it right, it could hand you enormous gains before others even realize what's happening. But this same boom is stretching a financial rubber band that could eventually snap, leaving unprepared investors in the dust. Consider that Big Tech is poised to spend an astronomical $3 trillion on AI infrastructure by 2028, even as everyday Americans are falling behind on bills – credit card delinquencies hit their highest rate in over a decade last year. JPMorgan CEO Jamie Dimon is warning about “cockroaches” in the economy after a string of auto-loan bankruptcies. What if the same forces driving AI stocks to record highs are also planting the seeds of the next crash? In this week’s podcast, we’ll break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the 5 Profit Forces in AI that every hypergrowth investor must know today. At the heart of this revolution is the concept of the "K-shaped economy," where the AI-driven sector is thriving, while the traditional economy struggles to keep pace. This dichotomy presents both challenges and opportunities for investors navigating the complex landscape of AI-related stocks and investments. Watch our latest Being Exponential With Luke Lango to learn more: The Big Tech Bazooka of Spending Imagine a financial bazooka loaded with hundreds of billions of dollars – that’s what the AI boom looks like. Tech giants from Nvidia to Microsoft are firing an unprecedented cash cannon into building AI supercomputing infrastructure. In 2023 alone, combined capital expenditures by big tech firms will approach $500 billion, and Wall Street expects annual AI outlays to hit $1 trillion by 2027-28. This is comparable to the cost of building the entire U.S. interstate highway system – except it's happening in a fraction of the time. The money is gushing into “AI factories” – data centers packed with advanced chips – at a pace and scale never seen before. Why does this matter for investors? Because that cash blast radius creates clear winners. From cloud suppliers to chipmakers and equipment firms, many companies are lining up with their buckets out. In short, follow the money: one of the best ways to profit in the AI boom is to invest in the picks-and-shovels providers who are directly in the blast radius of Big Tech’s spending spree. The Energy Crunch Fueled by AI We are fast approaching an energy crunch where power demand outstrips supply, thanks to the AI build-out. Analysts forecast U.S. data centers will need an extra 30–40 gigawatts of electricity by 2030 – beyond what’s currently available. It’s already showing up in the numbers: wholesale electricity prices have surged as much as 267% in areas near big data centers over the past five years. Even regular consumers are feeling it – in parts of Maryland near “Data Center Alley,” residents’ power bills jumped ~80% in just three years. This AI-driven energy demand is piling additional costs on households already strained by food, rent, and other inflation. For investors, this crunch creates an opportunity. Someone has to build more power supply – and fast. That shines a light on utility and energy companies that can add generation capacity. Traditional power producers like Vistra Energy (VST) or Constellation (CEG) (major electricity generators) stand to benefit as society races to keep the lights on in the AI era The Resource Race and “Portfolio of the President” AI might seem like pure software magic, but it has a very real-world supply chain: exotic metals, minerals, and magnets that make advanced hardware possible. Right now, the supply of these critical resources is dominated by one country – China, which produces over 90% of the world’s processed rare earth elements and magnets. These materials (like neodymium, dysprosium, lithium, etc.) are the secret sauce in everything from AI chips to electric vehicles. And Beijing knows it – recently expanding export controls to choke off supply of key rare earths needed for tech and defense. In other words, the AI race has a resource front, and it’s turning into a geopolitical tug-of-war. The U.S. government has responded with what some dub the “President’s Portfolio.” In a throwback to WWII-era industrial policy, Washington is investing directly in companies that can secure domestic supplies of critical materials. Over the past two months, at least four such firms have received federal support – and their stock charts went vertical. For example, when an Alaskan mining firm, Trilogy Metals, got an unexpected White House investment, its stock doubled overnight. Love or hate the idea of “nationalizing” parts of the tech supply chain, it’s happening – and it’s creating enormous trading opportunities. The Applications: AI’s Killer Apps and the Software Shake-Up All the fancy hardware and massive spending would be pointless without real applications delivering value. This is the layer of software and services where AI meets the end-user. Already, we’re seeing AI-driven applications transform industries from medicine to finance to customer service. One big success story is Palantir (PLTR), whose AI-enabled data analytics platforms are helping corporations and governments make smarter decisions – and rewarding shareholders handsomely. However, investors need to tread carefully here. The world of AI software is hyper-competitive, and today’s killer app can be tomorrow’s afterthought. The rise of general AI models – like OpenAI’s GPT-5 – means that some niche software might get commoditized. In short, the Application layer of AI is where incredible growth will happen – but choose wisely. Look for firms that are becoming indispensable in their domain thanks to AI. And keep an eye on the big players too (like Microsoft, Google, Adobe), which are rapidly infusing AI into their platforms to fend off disruption. Recommended Link Is This Nvidia’s Next Big Invention? Nvidia helped trigger a historic AI boom that minted 600,000 millionaires in America. It’s now working on a new tech that could be even bigger than AI. According to Bank of America, “this [technology] could be the biggest revolution for humanity since discovering fire.” Click here to get the details. The Embodiment of AI: Robots, Drones, and Beyond The final profit force is perhaps the most exciting – the physical embodiment of AI. We’re talking robots and autonomous machines moving AI out of the cloud and into the real world. This year has seen an explosion of progress in this arena. Self-driving cars are no longer a sci-fi promise; Alphabet’s (GOOGL) Waymo is now offering driverless rides in multiple cities (and even expanding overseas), while startups like Aurora (AUR) are piloting autonomous semi-trucks on highways. In warehouses and retail, Symbotic’s (SYM) robotic systems (which power Walmart’s distribution centers) are in such high demand that the company’s order backlog is through the roof – no wonder the stock hit all-time highs. And perhaps the most fascinating example: humanoid robots. Tesla’s (TSLA) Optimus robot project was initially met with skepticism, but as the company teases new demos, investors have started to assign real value to it – it’s one reason Tesla’s stock defies skeptics even when car sales slow. For investors hunting the next big opportunity, the embodiment trend offers multiple angles. You could invest in the end products (like an automaker leading in self-driving tech or a drone manufacturer), or in the enablers (for instance, chip companies that design the AI “brains” for robots, or sensor companies making lidar/radar). One word of caution: as always, hype can outrun reality. Not every robot startup will succeed – some will flop due to technical hurdles or safety issues. So focus on companies with real deployments and revenue, or those with deep-pocket partners. But make no mistake, the age of AI robots is dawning, and it’s poised to mint winners in the stock market in the coming years. Bottom Line: Embrace the Boom but Keep an Eye on the Bust These five forces – the Bazooka of spending, the Energy crunch, the Resource race, the Application boom, and the Embodiment of AI – are the engines driving what can only be called a K-shaped economy. On one arm of the “K,” we have the AI economy soaring to new heights. On the other arm, the “everything else” economy is struggling with high interest rates and weary consumers. Consider the contrast: While AI firms strike billion-dollar partnerships and tech stocks rally, consumers are falling behind on basic expenses. One stark example: Buy-Now-Pay-Later services report that some Americans are even missing payments on takeout meals. When people are financing burritos in four installments, it’s clear many households are scraping by. Meanwhile, corporate America is pouring money into automation that could ultimately replace those very workers This split-screen economy cannot continue indefinitely without tension snapping. Where does it all lead? Our analysis suggests that the AI boom likely has 12 to 24 months of runway left to mint fortunes. Bottom Line: We are bullish that the AI-driven melt-up still has legs – there’s real money to be made by surfing the five profit forces outlined above. By all means, take advantage of this historic moment. But do so with a game plan. Stay vigilant to economic warning signs (e.g. rising defaults, resurging inflation, weakening job markets) and have an exit strategy. The best part of the ride is often right before it ends… so enjoy it, but don’t linger too long after the music stops. Sincerely, Luke Lango Editor, Hypergrowth Investing P.S. Questions or comments about this issue? Drop us a line at langofeedback@investorplace.com.

Manage your account We hope this timely investment research is valuable to you. As you know the markets move fast and conditions change frequently. So please check the current issue for the most recent advice. Please note that we cannot be liable for any missed bulletins caused by overzealous filters. To ensure that you continue to receive this valuable part of your service please take a moment to add services@exct.investorplace.com to your address book. You can reach us at feedback@investorplace.com or by calling 1-800-219-8592. Too many emails? Click or tap Manage my subscription to unsubscribe from free newsletter emails or Unsubscribe from marketing to stop receiving marketing emails. InvestorPlace Media LLC 1125 N. Charles St, Baltimore, MD 21201 Copyright 2025 All rights reserved.

Ignore 99.999% of the stock market… do this instead

Ignore 99.999% of the stock market… do this instead One man is saying: FORGET most stocks and don’t panic about the market volatility. Because his strategy ignores 99% of stocks out there… And concentrates on profiting from gold — no matter what the market is doing. It all comes down to focusing on just one stock to profit from ANY movement in gold. And right now, the timing couldn’t be better… After hitting record highs in October, gold just saw its sharpest intraday drop since 2013, plunging more than 6%. But for Jeff, that kind of turbulence isn’t a warning sign — it’s an opportunity. Because the bigger the swing in gold, the bigger the potential profits from his “one stock” strategy. Click here to watch right now.   To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book. If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe. If you have any questions, please don't hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076. © 2025 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201 Terms of Use  |  Privacy Policy  |  Unsubscribe

The Internet began with a computer crash and a typo... Around 10:30 p.m. on October 29, 1969, UCLA professor Leonard Kleinrock met some of his students on campus. The group gathered in a basement lab in the engineering building.

The Next 'Supercharge' for This Tech Is Underway By Marc Chaikin, founder, Chaikin Analytics The Internet began with a computer crash and a typo... Around 10:30 p.m. on October 29, 1969, UCLA professor Leonard Kleinrock met some of his students on campus. The group gathered in a basement lab in the engineering building. Kleinrock had spent a couple of years working with the Advanced Research Projects Agency ("ARPA"). In the early years of the Cold War, ARPA's goal was simple... Don't let the Soviet Union spring any surprises on the U.S. government. After the U.S. used atomic bombs to win World War II, world leaders started to believe that future conflicts would rely on nuclear supremacy. So the U.S. and the Soviet Union raced to stockpile these types of weapons. By the mid-1960s, the U.S. had more than 31,000 nuclear warheads in its arsenal. The Soviets' nuclear supply grew to around 10,000 by the end of that decade. U.S. officials knew they would need to act fast if the Soviets launched a nuclear weapon. And they couldn't let a single strike take down communications across the entire country. ARPA realized that the best way to do that wasn't to strengthen the existing infrastructure. Rather, it had to create a new, versatile network that spread from coast to coast. The network needed to use several "nodes" that wouldn't go down if a nuclear attack wiped one out. That would make it nearly impossible for the Soviets to destroy the whole thing. In other words, the U.S. government had to keep the lines of communication open. That's where Kleinrock and his UCLA researchers came in... Recommended Links: One of the Most Lucrative Market Environments We've Seen in Years Over the past three years, 636 U.S. stocks have at least tripled... 266 have at least quadrupled... and more than 30 have risen 10-fold or more. A market like this is rare and unusual... with these sorts of extreme market winners appearing at more than TRIPLE the usual rate. There's no telling how long it will last... which is why Stansberry's "secret weapon" is stepping forward with a FREE recommendation you need to see. It has 25x upside potential, and it's from a real brand-new model portfolio and research that will soon cost $10,000 per year to access. Click here for details, and make sure you tune in. Forget Nvidia: Wall Street Legend Names His No. 1 Hidden Stock Marc Chaikin, the Wall Street legend followed by more than 800,000 readers in 148 countries, just went public with his newest trade... and it will surprise you. Get the full details – for FREE – right here. A Big Development for This Well-Loved Industry You see, the university was the first node in this communications network. And that night, the group planned to send a message to the second node at Stanford University. UCLA graduate student Charley Kline called his colleague Bill Duvall at Stanford. The pair of researchers hoped to transmit the word "LOGIN" over the network. The first message ever sent across the so-called "ARPANET" froze Duvall's computer. And as a result, the earliest form of the Internet started off with a typo – "LO." But it didn't matter... The failure proved to be just as important to history. Despite the small hiccup, the ARPANET researchers had shown that the concept worked. Fortunately, the group of researchers fixed the problem within an hour. That same night, they successfully transmitted the full "LOGIN" message. By the end of 1969, the ARPANET expanded to four nodes. The network added connections at the University of California, Santa Barbara and the University of Utah. These primitive computers took up an entire room. They required under-floor air conditioning to keep running. And they didn't have much available memory or disk space. We've come a long way since then, of course... I was already working on Wall Street in 1969. I remember the massive supercomputers of that era. But 56 years later, the Internet is so ubiquitous that we carry it in our pockets. And more importantly... the next leg of the Internet – and computing – is now playing out in real time. I'm talking about artificial intelligence ("AI"). Thanks to AI, the Internet no longer just connects computers and networks. The next leg involves these systems learning from the data they collect and acting on that information. To make AI possible, our computers need to become even faster and more powerful. And AI companies are buying up computer chips like never before. So it makes sense that the Power Gauge rates the semiconductor industry as "strong" right now... Our System Currently Sees Big Strength in Semiconductor Stocks Folks, we're in an "AI arms race" with China. And companies are handing over fistfuls of cash to get ahead in this race. That means more computing power – and at faster speeds. So it shouldn't come as a surprise that the industry fueling this AI boom is growing. Of course, it won't be a straight line higher for semiconductor stocks. But today, the Power Gauge is picking up on major strength in this corner of the market... Our system rates 109 stocks in the semiconductor industry. And 77 of them receive "bullish" or better grades compared with just one in "bearish" territory. That's an incredible ratio of "bullish" to "bearish" stocks. Folks, the Power Gauge is clear... Semiconductor stocks are a great place to look for opportunities right now. Good investing, Marc Chaikin Market View Major Indexes and Notable Sectors     # Hld:     Bullish     Neutral     Bearish Dow 30 +0.32% 8 17 5 S&P 500 +0.59% 129 254 120 Nasdaq +0.84% 35 46 19 Small Caps +1.27% 511 1047 356 Bonds -0.68% Energy +1.33% 6 9 7 — According to the Chaikin Power Bar, Small Cap stocks and Large Cap stocks are somewhat Bullish. Major indexes are all bullish. *  *  *  * Sector Tracker Sector movement over the last 5 days Energy +4.33% Health Care +2.61% Consumer Discretionary +2.56% Industrials +2.1% Real Estate +1.75% Information Technology +1.61% Materials +1.51% Financial +1.51% Communication +0.95% Consumer Staples +0.85% Utilities -1.7% *  *  *  * Industry Focus Software & Services 59 72 6 Over the past 6 months, the Software & Services subsector (XSW) has outperformed the S&P 500 by +2.75%. Its Power Bar ratio, which measures future potential, is Very Strong, with more Bullish than Bearish stocks. It is currently ranked #4 of 21 subsectors and has moved up 1 slot over the past week. Top Stocks APPS Digital Turbine, Inc BRZE Braze, Inc. ADBE Adobe Inc. *  *  *  * Top Movers Gainers DOW +12.95% LVS +12.39% WST +10.92% DOV +8.12% APA +7.56% Losers MOH -17.49% SMCI -8.72% URI -7.79% LUV -6.25% ROP -5.7% *  *  *  * Earnings Report Earnings Surprises INTC Intel Corporation Q3 $0.23 Beat by $0.22 DLR Digital Realty Trust, Inc. Q3 $0.34 Beat by $0.11 DOW Dow Inc. Q3 $-0.19 Beat by $0.11 F Ford Motor Company Q3 $0.45 Beat by $0.09 BX Blackstone Inc. Q3 $1.52 Beat by $0.29 *  *  *  * You have received this e-mail as part of your subscription to PowerFeed. If you no longer want to receive e-mails from PowerFeed, click here. You're receiving this e-mail at STEVENMAGALLANES520.NIMS@BLOGGER.COM. For questions about your account or to speak with customer service, call +1 (877) 697-6783 (U.S.), 9 a.m. - 5 p.m. Eastern time or e-mail info@chaikinanalytics.com. Please note: The law prohibits us from giving personalized financial advice. © 2025 Chaikin Analytics, LLC. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Chaikin Analytics, LLC. 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. www.chaikinanalytics.com. Any brokers mentioned constitute a partial list of available brokers and is for your information only. Chaikin Analytics, LLC, does not recommend or endorse any brokers, dealers, or investment advisors. Chaikin Analytics forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Chaikin Analytics, LLC (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation. This work is based on SEC filings, current events, interviews, corporate press releases, and what we've learned as financial journalists. It may contain errors, and you shouldn't make any investment decision based solely on what you read here. It's your money and your responsibility.