Washington Adopted China's Playbook – And It's Creating Explosive Stock Moves VIEW IN BROWSER 
For decades, Washington operated on a simple theory: free markets win. Let competition sort out the winners. Government stays on the sidelines. Then China started winning – by doing what command economies do best: identifying strategic chokepoints, flooding them with capital, and locking out competitors. China now controls 80% of global rare earth processing. It holds a 65% market share in antimony. And it dominates the entire advanced battery supply chain, from raw materials to finished cells. Meanwhile, America kept waiting for 'the market' to solve the problem… Until it decided enough was enough. Washington finally looked at Beijing's playbook and said: "Fine. Two can play at that game." The result? A complete reversal of U.S. industrial policy – one that's already creating violent moves in the stocks positioned to benefit. So, today, we'll walk through exactly what's happening here, why this shift is so significant – and why I've prepared a new briefing on what I believe could be the next D.C.-backed winner. Washington's New AI Strategy: Becoming a Powerful Venture Capitalist America just entered the biggest technological arms race since the dawn of the nuclear era… and the administration is treating victory as a national-security emergency. First came Executive Order 14179. Then, a 28-page AI Action Plan. Next, billions in CHIPS Act funding. New trade-tech allocations, federal partnerships with OpenAI, fresh Pentagon AI directives… The creation of the Office of Strategic Capital – an agency designed to invest directly in critical material and technology firms… And now: the Genesis Mission – a nationwide push to fuse America's top supercomputers, scientific data, and research labs into a unified AI platform. It's a bold, moonshot-style effort to accelerate breakthroughs in energy, materials, and medicine to ensure America remains a global superpower. This is not ordinary policy. As I explain further in my newest free broadcast, this is an AI Manhattan Project. | Recommended Link | | | | Rare earths and other critical mineral stocks have exploded higher this year — you could already have doubled your money 28 different times in 2025. But now the man ranked in 2020 as America’s #1 stock picker says the White House is set to buy a whole new group of stocks, in the biggest government buying spree in history. Here’s the name and ticker of every stock that could be next. |  | | Government-Backed AI Winners Are Outperforming the Market The Genesis Mission represents Washington's acknowledgment that "letting the market decide" won't win a technological arms race against command economies like China. Rather than wait for startups to secure funding or rely on market forces alone, the administration will centralize scientific datasets, feed them into state-run AI models on government supercomputers, and compress research timelines from years into months. The target? Six critical sectors: biotechnology, critical materials, nuclear energy, quantum computing, semiconductors, and advanced manufacturing. These are the strategic chokepoints that will determine whether America remains a superpower. And the mission is already moving forward – with the National Nuclear Security Administration taking the lead, issuing a request for information titled, "Transformational AI Capabilities for National Security." Translation: The Genesis Mission is giving us a roadmap for 2026's biggest investment themes – and right now, it's shining a light on nuclear stocks. But Washington is backing its roadmap with something unprecedented: direct equity stakes in the companies it believes will win. For the first time in modern history, the U.S. government isn't just subsidizing technology… it's taking ownership positions. For example… - Pentagon: 15% stake in MP Materials Corp. (MP) + $150 million loan to boost rare earth production, $35.6 million for a 10% stake in Trilogy Metals Inc. (TMQ) for critical mining in Alaska
- White House: 10% stake in Intel Corp. (INTC), worth $8.9 billion
- Department of Energy: 5% stake in Lithium Americas Corp. (LAC) + project financing for the Nevada project
Every one of them surged at least high double-digits after receiving the White House stamp of approval. Most soared by 100% or more. And the buying spree isn't slowing down. Just recently, the White House announced a $150 million equity stake in xLight – a chip laser startup targeting one of the most critical chokepoints in semiconductor manufacturing: the light source used in ASML's (ASML) extreme ultraviolet (EUV) lithography machines. That's five direct equity investments in five to six months. Intel. MP Materials. Trilogy Metals. Lithium Americas. And now xLight. The pattern is clear: Washington is systematically targeting chokepoints in the AI supply chain currently controlled by foreign interests – and backing U.S. companies to solve them with domestic solutions. At this pace, we could see 12 investments in 12 months throughout 2026. And the stocks that win federal backing will likely be among next year's biggest winners on Wall Street. Why You Must Be Early Most investors will hear about these deals after they happen. That's too late. By the time the average person sees the headline… the juicy part of the move has already happened. That's why I've spent the past several months building a list – not of companies that already received government backing… but those most likely to be next. The federal government has published its roadmap, outlining its priorities and identifying chokepoints. The signals are there. You just need to know how to interpret them. And that's exactly what I've done. The Next AI Winner Will Be Chosen by Policy, Not Silicon Valley In fact, I just recorded a brand-new urgent briefing that walks investors through: - The $8.9 trillion AI infrastructure plan reshaping the economy
- Why the White House is taking equity stakes in private-sector tech firms
- How to identify the "next in line" before the news hits
- And the name of the company I believe is about to become the next 500%-plus federal-backed winner
This may be the most important presentation I've released in a few years… Because if history teaches us anything, it's this: When Washington opens the money spigot and starts picking winners, early investors don't just make money… they build fortunes. And the next one is coming fast. Washington is no longer just writing checks and hoping innovation follows – it's actively picking the companies it believes are critical to America's technological and national-security future. When that kind of money, momentum, and political backing converges on a handful of names, the result can be explosive moves in their stock prices. My goal is simple: To help you get in front of those moves – not read about them after the fact. Click here to watch my latest presentation now. Sincerely, | 
