Founder, Masters in Trading
Editor’s Note: Jonathan Rose here. Every once in a while, I like to spotlight a big idea from one of my colleagues.
And today, I’ve got something really special for you from my close friend and colleague Louis Navellier.
My colleague Louis Navellier has been tracking the institutional around AI stocks for weeks. And what he’s discovered may surprise you.
The big money isn’t buying the AI stocks you think.
While retail traders chase the obvious names like NVIDIA and Microsoft, institutions are quietly loading up on smaller companies that actually build the AI infrastructure.
Louis just identified the exact companies at the center of this AI build-out.
These aren’t the Big Tech darlings making headlines. They’re the quiet companies that supply the critical infrastructure for AI’s massive buildout.
You see, the real AI profits aren’t in the software companies. They’re in the picks-and-shovels plays that make the entire system work.
Louis has identified a handful of companies perfectly positioned for what he calls “the biggest national tech buildout we’ve ever seen.”
Smart money is positioning now, before the crowd figures out where the real value lies.
These companies are smaller, quieter, and have far more upside than the obvious plays.
The Trump administration’s AI priorities are creating a massive tailwind for these infrastructure companies. And the institutions are positioning ahead of the announcement.
While everyone’s watching the headline stocks, the smart money is buying the companies that make AI possible.
Check out Louis’ complete presentation right here to see exactly which companies are getting this institutional flow.
And make sure you read on to discover more of Louis’ insights on the AI revolution unfolding right now.
In the remote desert regions of Northwestern China lies one of the training grounds for the next global conflict.
But you won’t find any soldiers running laps or practicing with their weapons downrange.
No tanks either.
Instead, at first glance, you’ll see what looks like a power station. Or maybe a quiet office building.
But what you’re really looking at is something much bigger – and more dangerous.
It’s one of a growing number of massive data centers sprouting up like weeds in the wide-open, uninhabited land.
There’s a method to this madness. This is where the Chinese can build fast, at scale, and in secret.
According to an investigation by Bloomberg, China’s Xinjiang region is where America’s top global competitor plans to train the next generation of artificial intelligence.
Chinese companies are building around 40 data centers here, and they’re hoping to somehow skirt export restrictions and get their hands on upward of 115,000 high-powered chips made by NVIDIA Corporation (NVDA).
Why? Because they know what’s at stake.
They already know what most Americans haven’t realized yet.
We’re now fighting the Cold War 2.0.
This is a new kind of arms race. It’s not about nuclear weapons… or even about land or oil. It’s not about capitalism vs. communism.
It’s about who leads the world in AI.
In just a moment, I’ll show you how this global arms race could unlock one of the most overlooked investment opportunities in the AI market.
And why the companies I’ll reveal tonight during my Trump’s AI Day summit may be critical to America’s ability to win. (Sign up here to learn about my special event all about this critical reveal.)
A War to Control the Future
By 2030, China wants to be the global leader in artificial intelligence. They’re spending billions to make it happen.
As I mentioned earlier, the stakes couldn’t be higher. The country that wins this race will have an edge in:
- Military systems that can strike without warning
- Autonomous submarines and drone swarms
- Algorithmic propaganda that shapes how people think
- Surveillance tools exported to regimes around the world
We’ve already seen glimpses.
Just a few weeks ago, Secretary of State Marco Rubio’s voice was cloned in a convincing AI scam.
It wasn’t perfect. But it was close enough to fool people, including three foreign ministers, a U.S. governor, and a sitting member of Congress.
And here’s the thing. It doesn’t take much sophistication to pull this off. All you need is decent AI software and about 15-20 seconds of audio.
Sure, AI voice clone scams have been around for a little while now. Right now, people can spot a fake about half the time. But by 2027, Deloitte says AI deepfake fraud could lead to $40 billion in losses.
The Rubio deepfake seems to have been a scam… but I want you to imagine a hostile foreign power doing something like this… before an election. Or before it decides to invade a certain island in the South China Sea.
This is where the AI race leads if we lose focus, folks.
How America’s Response Is Starting to Take Shape
The good news is, we’re not standing still. I’ve mentioned in previous Market 360 articles that the Trump administration is fully on board with winning the AI race.
The U.S. tech industry is on board, too.
Right now, the U.S. is ramping up in a serious way – in partnership with Silicon Valley — and doing it fast.
- Project Stargate is a $500 billion public-private initiative backed by OpenAI, Microsoft Corp. (MSFT), Amazon.com Inc. (AMZN), and NVIDIA – all working to build out domestic AI infrastructure at a national scale.
- Elon Musk’s xAI is constructing what may become the largest AI data center in the U.S., just outside Memphis – complete with its own imported power plant.
- David Sacks – a PayPal co-founder, venture capital investor, and now Trump’s White House AI and crypto czar – is pushing to cut red tape and fast-track AI buildouts before China pulls ahead. As he put it, “We’ve got to let the private sector cook.”
- Jensen Huang, CEO of NVIDIA, has become one of the most vocal proponents of “sovereign AI” – warning that nations who fail to control their own AI stacks risk becoming dependent on foreign systems that don’t share their values or priorities. (Think about that for a moment…)
Even Musk and Trump, who’ve had their share of public friction, seem to understand the same thing:
If we don’t win this race, we may not get another shot.
This Is Why Trump’s AI Day Matters
If you’ve been following along with me lately, you know that I’ve mentioned the fact that back in January, just days after taking office, President Trump signed an Executive Order about AI policy.
At the time, it didn’t make many headlines.
But I believe it could go down as one of the most important policy moves of this decade.
It lays the groundwork for a full-scale national AI strategy. One that supports infrastructure, accelerates critical projects, and puts U.S. companies in a position to lead.
Now, this policy is still in the planning stages. But on July 22, I believe the Trump administration will unveil it to the public.
If I’m right, we’re talking about a full-scale mobilization to enhance, modify and build out our AI capabilities through the entire U.S. economy and government.
It will be industrial policy unlike anything we’ve seen since World War II.
And last week, I went live and revealed what my research is telling me is in that plan.
I’m calling it Trump’s AI Day.
This is a chance to get positioned in front of what could become the biggest national tech buildout we’ve ever seen. And I’ve identified a handful of companies that I believe are aligned with Trump’s AI priorities.
These are not the Big Tech companies you see in headlines. In fact, they’re not even tech stocks.
They’re smaller. Quieter. And absolutely critical to what comes next.
They also have far more upside than the bigger stocks that are on most people’s radar.
These are the kinds of stocks I specialize in.
For example, I’ve recently recommended to my paid-up members stocks like…
- Powell Industries, Inc. (POWL) – a key player in the AI infrastructure buildout – with which we bagged a 111% gain.
- Axcelis Technologies, Inc. (ACLS) – which provides crucial equipment for fabricating AI chips – and led my readers to an 81% gain.
- And the fintech stock we hold right now, which uses AI to enhance its platform. Right now, we’re sitting on a nearly 600% gain.
I just revealed the name of one of them — completely free of charge — during a special briefing I put together just for you.
Click here to sign up and watch my newest presentation now.
Louis Navellier,
Senior Investment Analyst, InvestorPlace