It seems like no one knows what to think about AI stocks these days.

For every expert screaming “full speed ahead!”, there’s another one warning investors to pump the brakes.

Last week, our friends at MarketBeat invited Chief Income Strategist Marc Lichtenfeld onto their YouTube channel for an interview on this very topic.

Was the recent shakiness in the sector just a blip on the radar… or something more?

How concerned should investors be about buying stocks at 52-week highs?

And most importantly, is AI in a “bubble”… and if so, when will it pop?

Marc answers all these questions during the interview and even provides two free stock picks:

• A growth play that operates in an AI hotbed and counts Microsoft (Nasdaq: MSFT) and Meta Platforms (Nasdaq: META) among its customers
• A defensive agriculture play that gives investors the best of both worlds: a hedge against AI while still maintaining exposure to it.

To watch the interview and get Marc’s two free picks, click here or on the image above.

The post Will the AI Bubble Burst in 2026? appeared first on Wealthy Retirement.

While most investors overlook this critical piece of the AI ecosystem, Alex believes it could become one of the most important beneficiaries of the next phase of the tech boom.

He details this below…

– James Ogletree, Senior Managing Editor

Artificial intelligence has generated no shortage of commentary – breathless predictions, dire warnings, sweeping promises. Yet for all the noise, very little attention is being paid to the single most important question for investors: What must happen behind the scenes for AI to actually deliver on its potential?

Because while the conversation tends to focus on what AI can do, the more consequential issue is what AI requires to function at scale.

The newest generation of AI chips is astonishingly powerful. Nvidia’s latest architecture, for example, processes data at speeds that would have seemed impossible a few years ago. But this development has created a less glamorous – yet absolutely fundamental – challenge. These chips generate extraordinary heat, consume enormous amounts of energy, and produce more data per second than most existing systems can handle.

This is rarely discussed outside technical circles. Yet it is the limiting factor that determines how far and how fast AI can advance.

We are building larger and larger GPU clusters – some with hundreds of thousands of chips working in unison – and asking them to perform tasks that dwarf the demands of even the most powerful supercomputers of the last decade. But here’s the problem: These chips can’t operate effectively unless they can communicate with one another at incredibly high speeds… without melting the servers they occupy.

In other words, AI doesn’t rise or fall on clever algorithms alone. It depends on the physical infrastructure that underpins them.

And that’s where things get interesting.

There is a relatively small American company – one you almost certainly haven’t heard of – that has quietly solved the most important bottleneck in AI today. It doesn’t develop models or design chips. It builds the connective tissue that allows these chips to exchange data at blistering speeds while keeping heat and system instability in check.

Without this capability, the highly publicized advances in AI simply don’t work in the real world.

That’s why nearly every major player in the industry – Nvidia, AMD, Intel, Amazon, Microsoft, and others – relies on this firm’s technology. It is not an exaggeration to say that the most advanced AI clusters on the planet could not operate at scale without it.

This is the part most investors fail to appreciate.

Technological revolutions rarely reward the companies that generate the headlines. They reward the companies that quietly make the entire ecosystem function.

During the dot-com boom, investors bid up flashy internet stocks to absurd levels while ignoring the behind-the-scenes firms that enabled the internet to actually run. Cisco, which built the routers that moved data from point A to point B, became one of the most profitable investments of that era. So did companies like Akamai, which solved the problem of delivering content efficiently across the web.

Meanwhile, many of the companies that investors thought would change the world disappeared entirely. Their business models weren’t sustainable. Their valuations weren’t rational. And the innovations they hoped to commercialize were ultimately built – or bought – by others.

The same dynamic is unfolding today in AI.

Investors are clamoring for the biggest names, the megacap platforms spending billions to stay ahead of their competitors. And many of these firms will continue to do well. But the most underappreciated beneficiaries of the AI boom are not the giants creating the models. They are the companies enabling those models to run safely, reliably, and at scale.

Consider the magnitude of what’s happening right now. Global data-center construction is accelerating at a rate we’ve never seen. Companies are racing to build new GPU clusters as fast as they can pour concrete. Entire power grids are being upgraded just to support these facilities. And late last year, a consortium of some of the largest firms in the world announced a multi-hundred-billion-dollar initiative to build what may become the largest AI supercomputing system ever attempted.

All of this expansion hinges on a single, unavoidable requirement: the system must be able to handle the data produced by the chips that power it.

Most investors don’t think about this step at all. They assume it’s already solved. It isn’t.

And that is precisely why the company addressing this challenge is not just a “nice to have” in the AI supply chain – it is foundational.

This is also where history acts as a guide. When investors become overly fixated on a narrow group of winners – whether it’s the Nifty Fifty in the 1970s, the dot-com darlings of the late 1990s, or the megacap tech giants of today – the biggest opportunities often emerge elsewhere. Not in the obvious place, but in the necessary place.

AI will undoubtedly reshape industries across the economy. It will enhance productivity, lower costs, accelerate drug development, improve supply chains, and transform manufacturing. But none of this happens unless the underlying infrastructure keeps pace with the models themselves.

In the meantime, investors would do well to remember that the biggest profits are rarely made where the crowd is already looking. They’re made where essential progress is being created – quietly, consistently, and before the rest of the world notices.

The post The AI Question People Aren’t Asking appeared first on Wealthy Retirement.

There are a lot of extremely rewarding aspects of my job, but every year, IU is near the very top of the list. It’s a joy to be able to interact with so many of our readers in person, and I always leave the conference energized and refreshed.

I’m as excited about this year’s conference as I’ve been in a long time. The theme – the $13 trillion digital transformation – is timely, relevant, and promises to define the next decade of innovation and wealth building.

The early-bird discount for this year’s Investment U Conference expires tomorrow, so don’t waste any time. Click here to get all the details and claim your spot.

There’s no place like Las Vegas.

I’ve been more times than I can count. One trip still stands out…

Investment U.

The last time we held Investment U in Vegas, we talked about “The Art of Speculation.” We showed how to take smart risks in a noisy market. I still use those ideas today.

Now – almost seven years later – we’re going back. And the opportunity is even bigger.

A $13 Trillion Shift

When I say this conference’s theme could define the next decade of investing, I’m not exaggerating.

At Investment U 2026, we’re diving deep into what experts call the “$13 trillion digital transformation.”

That number represents a massive global wave of spending – money flowing into technologies that are rewriting the rules of business:

• Artificial intelligence that’s transforming entire industries
• Robotics that’s reshaping how goods are made and moved
• Blockchain that’s creating new trust-based systems for commerce
• Quantum computing that’s opening doors once thought impossible

This isn’t a passing trend. It’s a tectonic shift – the kind that has historically created some of the greatest fortunes of our time.

To put it in perspective: Global spending on digital transformation is projected to grow from $1.4 trillion next year to more than $13 trillion by 2035.

That’s not just growth… That’s acceleration.

And knowing how to position yourself ahead of that curve could be the most important financial decision you make in the next decade.

Exclusive Insights You Won’t Hear Anywhere Else

At Investment U 2026, you’ll hear from Alexander Green, our Chief Investment Strategist; Marc Lichtenfeld, our Chief Income Strategist; and a lineup of hand-picked experts.

I’ll be there too. I’ll share the research tools, screens, and models I use with Alex and Marc to find the best ideas for Oxford Club Members. You’ll see how we cut through hype and find real, actionable opportunities.

Vegas Is Fun… But Investment U Is the Main Event

Las Vegas is world-class – great food, energy, and shows. But the conference is why you should come.

Investment U brings together curious, independent investors. You’ll learn, share ideas, and make connections that last.

The venue is the Four Seasons Hotel Las Vegas – a calm, luxury oasis at the south end of the Strip. It’s non-gaming and non-smoking, so you start each day clear-headed and focused.

The setting lifts the quality of thinking and the quality of conversations:

• Headspace for big ideas: No casino maze or slot noise. A short elevator ride takes you to a bright ballroom where you can think and hear.
• Effortless flow: Polished meeting rooms, quiet lounges, terrace nooks, and on-site dining help you move from keynote to breakout to one-on-one without losing momentum.
• Recharge fast: A tranquil pool and spa help you reset between sessions.

And you’ll get the best of both worlds: Easy access to Mandalay Bay when you want buzz – five-star calm when you don’t.

This venue turns hallway chats into working sessions. Quick hellos become dinner talks. That’s where lasting insights (and investing friendships) start.

First In, Best Odds

If you wish you could go back to 1995 before the internet was obvious – or 2010 before mobile took off – this is that moment for the intelligence-and-automation economy.

There’s no better place to get ready than Investment U 2026. Alex, Marc, our expert roster, and I will focus on one goal: help you make smarter decisions with your money.

I hope you’ll join us at the Four Seasons Hotel Las Vegas from March 22-25, 2026.

Come for the education. Stay for the conviction. Leave with a plan.

Reserve your spot here now.

Good investing,

Kristin

P.S. Early-bird pricing ends tomorrow, October 15. Seats are limited. If this speaks to you, lock in your rate now – right here.

The post The AI Transformation: A $13 Trillion Bet Worth Making appeared first on Wealthy Retirement.

In March, we’re heading to Las Vegas for four extraordinary days of insights, networking, and strategy. Chief Income Strategist Marc Lichtenfeld and our team of experts will reveal how to position yourself for the $13 trillion digital transformation – an investing opportunity that could shape your wealth for the next decade or more.

Early-bird registration is open now… but seats are limited! Don’t miss your chance to join us for this landmark event.

Click here to learn more and claim your spot now!

– James Ogletree, Senior Managing Editor

Each year, hundreds of Members join us for what has become The Oxford Club’s most anticipated tradition: the Investment U Conference.

Now in its 28th year, this gathering isn’t just another financial event… it’s where strategies are unveiled that have helped shape the wealth of our Members for decades.

And I’m delighted to invite you to join us March 22-25, 2026, at the award-winning Four Seasons Hotel Las Vegas – where we’ll explore the next great wealth-building opportunity: the $13 trillion digital transformation.

And let me tell you… you do not want to miss it.

Why? Because what’s happening in the markets right now isn’t just another cycle. It’s the start of a decade-long digital boom – one that experts predict could surge from $1.4 trillion in 2025 to more than $13 trillion by 2035.

That’s not just growth… That’s transformation.

Artificial intelligence is no longer science fiction – it’s diagnosing diseases, coding software, and trading stocks. Robotics are reshaping warehouses, operating rooms, and even kitchens. And blockchain? It’s spawning entirely new industries as we speak.

I don’t say this lightly: The moves investors make in the next few years could shape their wealth for the rest of their lives.

And that’s exactly what our Investment U Conference is designed for – helping you spot these seismic shifts early… and positioning your portfolio to capture the biggest gains.

Over four unforgettable days in Las Vegas, you’ll hear from nearly two dozen of the world’s top financial minds as they reveal…

• Which technologies are set to lead the $13 trillion digital transformation.
• Which sectors may soar… and which could vanish.
• The smartest strategies to grow and protect your wealth as disruption accelerates.

And of course, this isn’t just about sitting in a ballroom with a notebook.

It’s about joining hundreds of like-minded Members who share your passion for wealth building… enjoying world-class food and entertainment in one of America’s most exciting cities… and leaving with an investing game plan designed to help you make the next decade your most profitable yet.

But here’s the thing…

Because this is our flagship event, space fills up quickly – and early-bird pricing ends October 15.

So if you’re thinking about joining us, I encourage you to act now and secure your seat before prices rise.

I can’t wait to welcome you personally in Las Vegas.

Good investing,

Rachel

P.S. If history has taught us anything, it’s that the biggest fortunes go to those who move before the crowd. Don’t wait. Secure your early-bird seat today and join us for an unforgettable event in Vegas.

Reserve Your Spot at Investment U 2026

The post A Decade-Long Digital Boom appeared first on Wealthy Retirement.

Yet most of it misses the essential point for investors.

Let me explain…

On the negative side, AI will eliminate millions of blue-collar jobs that involve routine physical tasks and white-collar jobs such as analyzing data, drafting documents, or handling customer service calls.

Privacy and security challenges loom large. That’s because AI doesn’t just enhance cybersecurity efforts. It also empowers hackers, cyber criminals, and other bad actors.

And deep fakes will make it much harder for people to know if the information or instructions they receive are accurate – or even legitimate.

On the positive side, AI will transform healthcare with more accurate diagnoses, faster drug discovery, and personalized treatment regimens tailored to the patient’s personal genome.

In transportation, it creates self-driving cars and trucks, smarter traffic controls, and coordination of urban infrastructure to lower carbon emissions, reduce accidents and save lives.

In education, it will provide personalized instruction, adapt materials to each student’s pace and learning style, and shrink learning gaps.

There are many more positives, of course, as well as many more negatives.

AI – like most transformative technologies – is not inherently good or bad.

It is a set of risks… and opportunities.

Yet little of the discussion centers on the most transformative aspect of AI: How it will dramatically enhance corporate productivity and efficiency at non-tech companies.

AI will boost economic growth, increase corporate sales, and make public companies far more profitable.

That’s great news for shareholders.

And investors have bid up The Magnificent Seven – and other megacap tech leaders – to record highs.

Since these stocks make up more than a third of the S&P 500, the market has hit record highs too.

But as an investor, the important thing to understand is the world-changing ramifications…

This is not just about the companies creating and improving AI.

It’s about the many hundreds of public companies whose business fortunes will improve dramatically as a result.

For example, during the dot-com boom 26 years ago, investors could foresee the dramatic impact of the internet.

As a result, they bid the leading internet companies on the Nasdaq to levels that were ultimately unsustainable.

The result? From its March 2000 peak to its October 2002 trough, the Nasdaq lost three-quarters of its value.

And many internet stocks lost over 90% of their value.

Think about that. The leading internet stocks were worth only a tenth as much a couple years later, even though the internet did indeed “change everything.”

Over the past few decades, every company has had to move a significant portion of its operations online.

Every company had to cut costs by eliminating middlemen.

And every company began selling products and services on its own website and through other e-commerce sites.

If they didn’t – or were slow to adapt – they’re no longer around.

Many of the dot-com names that investors were chasing – like eToys and Pets.com – are gone.

Former tech darlings like Cisco Systems (Nasdaq: CSCO) and Intel (Nasdaq: INTC) have massively underperformed the market.

Heck, Intel is worth less than it was 26 years ago.

Meanwhile, companies that were not obvious internet beneficiaries at the time – Old Dominion Freight Line (Nasdaq: ODFL), Deckers Outdoors (NYSE: DECK) and Visa (NYSE: V) for example – are up tens of thousands of percent.

Don’t get me wrong. Most AI stocks are not as overpriced today as internet stocks were in the first quarter of 2000.

I don’t believe they will crash and burn like the Nasdaq did 25 years ago.

But many of them are likely to underperform in the months and years ahead.

And the likely outperformers? They are not the ones spending countless billions to build and improve these platforms.

They are the ordinary companies that will be the beneficiaries of all that spending.

Banks, manufacturers, retailers, hospitals, homebuilders, energy companies and even utilities will see a huge increase in efficiency, productivity, and profitability.

But – here’s the key point – without spending all that money, much of it will ultimately be written off because the innovations don’t turn out to be best of class.

Instead, these non-tech companies will merely buy – or subscribe to – what they need and reap the benefits.

That means many of tomorrow’s best-performing stocks – from both an offensive and a defensive standpoint – will be not The Magnificent Seven but smaller companies.

We have many of these in our Oxford Club portfolios now, as we position for the eventual rotation out of Big Tech and into Global Value.

Bottom line? The upside is greater. The valuations are better. (Much better.) And the downside risk is far lower.

Given the market events of the past few weeks, this rotation already appears to be underway.

That means the high-growth/low-risk play today is not the tech behemoths that everyone has been chasing for the past two years.

It’s value stocks, both large and small.

The post The Move Out of Big Tech Is Underway appeared first on Wealthy Retirement.

The Oxford Club has never – and I do mean never – held an event like this.

On Tuesday afternoon, Chief Income Strategist Marc Lichtenfeld joined CEO Todd Skousen and Chief Investment Strategist Alexander Green for a jam-packed live broadcast called Forecasts & Fortunes LIVE.

During the event, Marc and Alex revealed the five powerful forces they believe are set to drive massive gains in 2025…

And they even gave away SIX free recommendations to take advantage of these trends.

It was truly one of the biggest undertakings in Oxford Club history… and the feedback was overwhelming.

Lorig said, “Thanks VERY much for sharing your expertise!”

NickN wrote, “Thank you for your time guys. So grateful for helping us attain our financial goals.”

And LMN565 told us, “I so appreciate this wonderful presentation… how special!”

To watch the replay of Forecasts & Fortunes LIVE, simply click on the image above.

The post The 2025 Playbook: AI, Energy, and 6 Free Recommendations appeared first on Wealthy Retirement.

I’m also sending along some of Chief Income Strategist Marc Lichtenfeld’s past insights on how to identify and avoid scams. I hope you’ll give them a read below.

– James Ogletree, Managing Editor

A few years ago, a member of my family got sick. In addition to her physical ailments, her mental clarity took a nose-dive. Not only was I worried about her health, but I was also very concerned she’d be vulnerable to fraud, as there were caregivers in her house.

However, even healthy seniors sometimes fall prey to financial abuse and fraud.

It turns out there is a physiological reason for this.

According to a UCLA study, older people have less activity in the part of the brain that is responsible for what is known as “gut feeling.” Oftentimes, it is that gut feeling that tells a person when someone is not trustworthy or something doesn’t seem right.

As we age, these changes in our brains can cause us to become more trusting and focus on positive thoughts and memories. This makes us more likely to help someone out, but it also makes us easier to deceive.

There’s another factor that’s making it a whole lot tougher to avoid scams: artificial intelligence.

With AI, scammers can use information about you to produce official-sounding emails from what appear to be banks or government agencies.

Software that can replicate voices and videos of loved ones can make a convincing argument that they are in fact in trouble and need cash. It may even capture your voice to fool your bank.

Here are a few ways to avoid scams in the age of AI…

Be skeptical of anyone claiming to be from your broker: Schwab customers have been getting calls, emails, and texts from someone claiming to be a Schwab representative, sometimes from the fraud department. They may already have some of your information, including an account number.

Do not disclose or confirm any information to anyone who calls you from your broker. Do not click on links.

The only thing you should do if someone claiming to be from your broker contacts you is log in to your broker’s site and reach a representative through the site. You can either chat online or get a phone number from the website. Any representative should be able to help you if there is a real issue.

Also, don’t Google Schwab, as the fraudsters are using search engine optimization to ensure that dummy websites and phone numbers appear in Google searches.

Don’t send gift cards or crypto: There is not a single legitimate business or investment in the world that will ask you to send gift cards. Choosing to purchase a gift card for a loved one or friend is fine. But if you are ever asked to purchase gift cards and send them, run – don’t walk – away. It is a scam.

The same can mostly be said about crypto. For the most part, being asked to send crypto is a giant red flag. There may be a few exceptions, such as businesses in the crypto industry. But cryptocurrencies are often used by criminals and hackers because they are mostly untraceable. Never convert cash to crypto to send to someone.

Have some family “code words”: AI voice scams are becoming pretty sophisticated. With just a few snippets of a loved one’s recorded voice, fraudsters may soon be able to create an entire conversation with you, pretending to be someone you know.

Have an in-person discussion with your family about a code word or specific family event that can be referenced if one of you receives a phone call like this.

For example…

Caller: Grandma, I’ve been arrested. Please don’t tell Dad, but I need $1,000.

You: Bobby, what’s the code word?

Or…

You: Bobby, where did we celebrate your 4th birthday?

If you use some kind of family event or story, it should be something that cannot be found online or on social media. It should include some detail from family lore that a criminal would not have access to.

Avoid saying “yes” or “I agree”: If you don’t know who you’re speaking with, do not say the words “yes,” “I agree,” “I confirm,” or anything similar. Scammers can use your voice to create requests for your financial institutions, so if they have a recording of you saying “yes,” that’s going to make their lives that much easier.

Don’t answer the phone if you don’t know the number: I never answer the phone if I don’t recognize the number. If it’s important, they’ll leave a message. It not only saves me from potential fraud but also saves me time and spares me the aggravation of dealing with cold callers, survey takers, and anyone else I don’t want to talk to.

Remember that government agencies will NOT email you if you’re in trouble: If you have a real problem concerning the IRS, Social Security Administration, FBI, etc., they will let you know by mail. They will not email you, insisting on secrecy and asking you to click a link and send money. In fact, just the opposite is true. They will often encourage you to get help from a professional, such as a lawyer or accountant.

Remember, AI will know a lot about you, so these emails may look real. If you are ever in doubt, go to the government’s website or call. Look up the number yourself. Don’t call a number that’s included in the email.

Never give money to a romantic partner you haven’t met: With online profiles, you may think you’re communicating with a beautiful woman from Minneapolis, but in reality, you’re talking to a 23-year-old dude in Indonesia. AI will allow these types of scammers to know a lot about you and figure out what moves you emotionally.

Never, ever, ever send money to someone you haven’t met in person. Even phone calls may be AI-generated conversations.

Be Alert

Our bodies change as we age – and that includes our brains.

Simply being aware of the chemistry shifts in your brain and the ever-growing power of AI can help you be vigilant and question things that sound too good to be true.

These scammers are getting more sophisticated every day. Keep your guard up.

The post 7 Tips for Avoiding AI Scams appeared first on Wealthy Retirement.

The company, which builds and operates data centers for AI computing and cryptocurrency mining, has seen its stock surge from below $3 to over $10 in just the past few months as investors have bet big on its AI ambitions.

That’s a stunning 356% gain since April, which has come amid growing excitement around data center demand for AI applications.

But has this enthusiasm pushed the stock’s valuation into dangerously overheated territory?

Let’s run the stock through The Value Meter to find out.

Applied Digital’s enterprise value relative to its net assets, or EV/NAV, sits at 9.74. That makes the stock a jaw-dropping 57% more expensive than average. In simpler terms, you’re paying $1.57 on the dollar for Applied Digital’s assets.

This kind of premium valuation is often reserved for companies with proven track records and strong profitability – and Applied Digital has neither.

Expensive assets could be justified if the company is generating strong cash flows… but in this case, that’s where things get even more concerning.

Over the past four quarters, Applied Digital’s free cash flow averaged -45.08% of its net assets, meaning it’s burning through nearly half the value of its asset base every quarter.

That’s significantly worse than the industry average cash burn of -18.06%. In other words, the company is spending money at more than twice the rate of its peers.

Applied Digital’s latest results highlight these challenges.

While quarterly revenue grew 67% year over year to $60.7 million in the most recent quarter, the company’s adjusted net loss widened to $21.6 million.

Management points to promising developments like its new 100-megawatt data center in North Dakota and strategic investments from Nvidia, but the company continues to spend heavily on expansion while facing substantial operating losses.

There’s also the recently announced $450 million convertible note offering, which will provide growth capital but also adds significant debt to the balance sheet.

Looking at the stock’s wild price swings over the past year – with multiple rallies and sell-offs of 50% or more – it’s clear that the price action is being driven by sentiment rather than fundamentals.

While Applied Digital’s bet on AI infrastructure could pay off if computing demand continues to surge, today’s valuation is pricing in near-perfect execution. The company still needs to prove it can profitably operate and scale its data centers in an increasingly competitive market.

Until then, The Value Meter rates Applied Digital as “Extremely Overvalued.”

What stock would you like me to run through The Value Meter next? Post the ticker symbol(s) in the comments section below.

The post Is Applied Digital’s Stock Starting to Overheat? appeared first on Wealthy Retirement.

It’s energy.

We all need energy in our daily lives. Think about how upset we get when we don’t have it – even if it’s because of something temporary like a power outage or a gas shortage in the wake of a storm. We get nervous, anxious, angry, and eager to get back to our normal routines.

Demand for energy is increasing substantially. Global economies are growing. More people are entering the middle class and buying cars and other goods. Perhaps most importantly, cryptocurrency and artificial intelligence consume massive amounts of energy.

One of the most shocking statistics I’ve seen with regard to artificial intelligence is that a ChatGPT query requires 10 to 25 times more energy than a Google search.

Furthermore, President-elect Donald Trump has announced the creation of a new National Energy Council with the aim of establishing “energy dominance” and delivering on his “drill, baby, drill” campaign promise.

That should give a nice boost to U.S. oil production, which has already been setting records. In 2023, the United States produced more oil than any country ever for the sixth consecutive year, and that was with climate-related regulations in place. Assuming Trump repeals many of those rules, that streak will almost certainly continue and production will likely accelerate.

We’ll need the extra supply, considering global GDP is forecast to rise by a solid 2.7% in 2025 – about the same as the estimates for this year. With a pro-crypto president taking office and AI continuing to see increased adoption in everyday life, demand for energy will skyrocket.

Fortunately, there is a movement in the U.S. and around the world to further develop one particular source of energy that’s cheap, clean, and reliable: nuclear. It’s perhaps the one topic Republicans and Democrats in the House and Senate actually agree on.

America and 24 other countries, including the U.K., South Korea, and even the United Arab Emirates, have pledged to work toward tripling global nuclear energy capacity over the next 25 years.

In Trump’s first term, he was supportive of nuclear energy, as he signed the Nuclear Energy Innovation and Modernization Act and provided billions of dollars in loan guarantees to the industry.

He did not offer a lot of commentary about nuclear energy during his recent campaign or after Election Day, but if his goal is U.S. energy dominance, nuclear energy will have to be an important part of the equation.

Natural gas is another plentiful source of inexpensive energy. I’m very bullish on companies in the natural gas space – especially pipeline companies like Enterprise Products Partners (NYSE: EPD), which I’ve held in The Oxford Income Letter‘s portfolio for years.

In addition to its strong growth prospects, Enterprise Products Partners pays a very attractive 6.8% dividend yield.

Lastly, because of the country’s renewed focus on energy, I expect the tech sector to follow the money and increasingly offer products and services to energy companies.

I could easily see 2025 being the “year of energy” in the United States. There should be lots of exciting advancements and investment opportunities to follow.

Be sure to stick with Wealthy Retirement for updates on how to play new developments in the sector over the coming months.

The post Why 2025 Will Be the “Year of Energy” appeared first on Wealthy Retirement.

And we’re starting to see that happen.

As I told you on Saturday, some experts predict that by 2040, generative AI could result in $1 trillion in value for healthcare.

Nvidia CEO Jensen Huang said it will be “the next amazing revolution [and] one of the biggest ever.”

Those are powerful words coming from someone like him.

But let me be clear… This isn’t just biotech 2.0.

This revolution is so huge and so radical that scientists have come up with an entirely new word for it…

TechBio.

It’s more than just a buzzword. It’s a true paradigm shift.

Biotech typically starts with the biological elements – living organisms, biological molecules, genetic material, etc. – and then applies data analysis, engineering principles and technology to manipulate or harness those biological components for desired products or outcomes.

TechBio, on the other hand, often begins from an engineering, data science or technological standpoint. It leverages tools, devices, computational power and technologies first and then applies or integrates them with biological systems to study, measure or interface with those living systems.

TechBio signifies a uniquely sophisticated method of drug development.

And it can’t be done without AI.

Thanks to these innovations, we’re starting to see how AI can accelerate the whole process of discovery and testing new compounds. It’s taking a fraction of the time… in some cases making the process as much as 15 times faster.

A study by Carnegie Mellon suggests AI could ultimately cut costs by as much as 70%.

So AI is just the thing that will ignite a massive rally in these stocks. And soon.

But that’s not all…

A Perfect Storm Is Brewing

The cherry on top?

Morgan Stanley analysts point out that a Fed rate cut will also fuel these stocks, writing, “In our view, there have been green shoots pointing to the beginnings of a rally in the biotech industry.”

All year, I’ve been saying rate cuts wouldn’t come as quickly as most people expected, and I’ve been proven right. But one is coming eventually.

And when that happens, look for this corner of the market to really take off.

Why?

Low rates provide a favorable financing environment and increase the valuations of biotech firms’ pipelines, driving outperformance in the sector.

Add it all up, and there’s NEVER been a better time to jump into this market.

The post “TechBio”: A New Era of Innovation appeared first on Wealthy Retirement.