A billionaire has just left Big Tech, but Louis Navellier says this is the best market in 30 years
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The Fab 10 is reshaping AI trading… A quiet exit for a connected billionaire… Why oil isn’t over yet… This bull market is broader than you think… Why Lewis says this is a ‘very special time’ in the market
One of Silicon Valley’s most connected figures recently made a move that most retail investors have yet to notice.
He’s a legendary early-stage investor – someone who has been ahead of every major technology wave of the past 25 years. He recently filed paperwork proving that he sold all of his publicly held shares nvidia (NVDA), apple (Apple), and Microsoft (MSFT).
This was not a trim. It was a complete exit from stocks that are still held by most retail investors.
So, what do most people know that they don’t?
Well, let’s go back and think about what happens to AI trading itself…
I’ve heard of the Magnificent 7. It includes the three stocks I just marked alphabet (Google), Amazon (Amzn), dead (dead), and Tesla (TSLA). That group defined the market for the better part of two years.
But analysts are now talking about something new – the “Fab 10”.
It’s the original Mag 7 with a huge three players joining the roster – SpaceX (Spex), After the historic IPO, OpenAIthe creator of ChatGPT, which is expected to go public soon, and Anthropicwhich is also eyeing an IPO.
Fab 10 tells us something important about how AI will evolve…
It’s no longer just a programming story. It’s increasingly a story of physical inputs — the underlying infrastructure that makes AI work. Data centres, energy, chips and rare earth mining. Construction requires enormous capital, and it attracts a completely different type of investor.
As it turns out, including Silicon Valley insiders.
While exiting Mag 7 names, he has been directing capital toward private companies in energy, nuclear infrastructure, AI physical construction and natural resources. Essentially, the backend of the AI economy is what makes everything work.
Now, most of these special deals are not available to retail investors. But here’s where our technology expert Luke Lango, editor, comes in Innovation investorand Dan Ferris, editor Ferris report At Stansbury Research, come in.
They’ve identified seven publicly traded stocks that reflect the same sectors that this insider is buying privately — which is what they call them Back door wallet.. These are essential infrastructure companies without which the AI boom cannot continue.
For the full story — who this Silicon Valley legend is, what exactly he does with his money, and Luke and Dan’s entire seven-stock portfolio — Click here. You will see Conversation between Luke and Dan This – in itself – will put you ahead of most investors considering AI trading today.
Now, let’s move from AI to the energy story – after all, they are more connected than most people think.
Should you sell your oil plays now?
As I write on Thursday morning, WTI is trading at less than $74 a barrel — roughly 35% below its high in early April.
The US-Iran peace deal has eased tremendous pressure from the market, and with the Strait of Hormuz officially reopening tomorrow, it’s fair to ask…
Is it time to get rid of oil?
Tom Young, lead analyst for our global expert Eric Fry Fry investment reportHe’s just made a compelling case for staying put – and history is his guide.
In his weekly update on Tuesday, he reviewed past commodity supply shocks for the closest similarities to today’s oil market. His argument begins with a basic principle:
When supply suddenly drops, there is only a limited amount of inventory to absorb the shock.
Prices often have to move quickly to balance supply and demand.
One of the best historical matches Tom found is for cocoa futures contracts between 2002 and 2007.
In September 2002, civil war in Ivory Coast – the source of 40% of the world’s cocoa production – sent prices soaring due to fears of supply disruption. But the physical flow of cocoa never stopped, so prices quickly fell as traders backed off their bets.
The real rise came years later, when war-related underinvestment finally led to actual shortages. But by then, the market had already exhausted its easy solutions.
There are parallels today given how the Russia-Ukraine war had already affected global oil supplies before the crisis erupted in the Middle East.
Here’s Tom with more:
Today’s oil market faces a similar challenge.
The first surge (Russia’s invasion of Ukraine) disrupted only one major supplier. The current turmoil is hitting several countries across the Arabian Gulf.
At the same time, US production growth is slowing…
Many of America’s most productive drilling sites are now running out, making it difficult to bring in large amounts of new supply quickly.
Tom points out that once the market enters a second supply crisis, high prices could last longer than many investors expect.
Here’s his bottom line:
When energy and soft commodity supply chains operate with little slack, consumer prices tend to stay higher for longer than people expect.
Given this, Tom and Eric recommend continuing to invest in the major energy production companies they own Fry investment report.
Let me share with you one of them…
Devon Energy (DVN): A major natural gas company with huge upside potential
Devon is one of the leading producers in the Delaware Basin.
For many years, it has produced more natural gas than the region’s pipeline system can efficiently transport to major markets. This bottleneck forced the company to sell some of its gas at deeply discounted prices.
But now new pipelines are opening, allowing Devon to send more gas to Gulf Coast customers and to LNG export facilities, where prices are typically higher. As these transportation restrictions ease, Devon should be able to make more money from the same gas production.
Despite improving fundamentals, DVN is trading at less than nine times expected earnings, a valuation that is still well below many of its energy sector peers.
As I write on Thursday, DVN is trading at $41.92 – well below Eric’s buy threshold of just under $47, making this a timely entry point for investors who want exposure to energy trading.
If you want more investment ideas from Eric, it’s free.”Sell this, buy thatThe stream offers seven free trades – including three lesser-known alternatives to Nvidia, Amazon and Tesla – which it believes could double your money over the next 12 to 24 months.
Some of the selections relate to the AI infrastructure and energy topics we cover today. You can watch it here for free.
This bull market is broader than you think
AI infrastructure, energy, and now, is something that doesn’t make a lot of headlines — but it should.
Brian Hunt, editor of the free daily email Money and mega trendswas tracking a signal that suggests the bull market is healthier and broader than most investors realize.
In his Tuesday issue, he pointed to two manufacturing ETFs that just reached all-time highs.
This is not a flash in the pan AI shares. These are boring, tired industrial companies, which makes them a much better test of how the broader economy is actually performing outside of AI trading.
Here’s Brian:
(These new all-time highs) are very bullish economic signals.
These companies operate without much fanfare, providing vital equipment and services without which the American economy cannot function.
Our factories, vehicles, homes, and cities cannot function without specialized pumps, motors, filters, fans, valves, gaskets, wires, bearings, and switches. Their business is doing well.
Two ETFs Invesco S&P Small Cap Industrials ETF (PSCI) Which contains a diverse basket of smaller, lesser-known American manufacturers, and Selected Industrial Sector SPDR Fund (forty-first)Which carries the biggest names in the American industry – caterpillar (cat), Boeing (Bachelor’s), Deere & Co. (to), and J.E. Vernova (Jeff), Among other things.
Both ETFs hitting new highs simultaneously is a strong signal.
Back to Brian:
The fortunes of the components of these ETFs rise and fall with the health of the US economy. And now, their shares are on the rise.
This exceptional price strength means that the economy is in very good shape…
The new highs in XLI and PSCI tell us to expect to see reports of strong economic activity six months from now. Please manage your finances accordingly.
If you’re only watching AI and energy trades, you may be missing the broader story. US manufacturing is in a bull market of its own – and PSCI and XLI are two direct ways to get involved.
For more Brian, send A free issue Money and mega trends Every day the market is open. It’s packed with actionable insights and specific stock indicators to consider. to join him, Just click here.
Put it all together
Fab 10, energy, manufacturing – three different corners of the market, all pointing in the same direction.
And notice something else…
Our analysts, across the board, are optimistic.
Not so recklessly. They are not uniformly confident in every corner of the market. But they’re all finding lucrative ways to put money to work now — even as naysayers continue to herald impending doom.
Yes, bears deserve an honest listen and evaluation of their concerns. But so is the market, which continues to achieve new highs.
In that regard, let’s hear it directly from legendary investor Louis Navellier in Monday’s Flash Alert on Growth investor:
The analyst community continues to revise their estimates higher. The market has expanded…
If you look at your accounts if you’ve been with me for a while, your average gains will probably be at least 180% right now. It should be close to 40% by now.
If you have cash to deploy, I would wait for withdrawals. I expect a strong end to June. I expect we will go higher heading into the 4th of July. We might pause, stumble along for a week or so, and then have another great earnings season.
It really is a very special time, the best market in over 30 years. So, I want you to enjoy it.
Bottom line: We have a multi-trillion dollar AI capital boom unfolding with years of runway ahead… earnings revisions trending higher… and a rally that’s expanding beyond the usual suspects…
Investing is always about evaluating probabilities, so caution remains warranted – but today, the odds favor staying invested.
Don’t throw caution to the wind. Pay attention to your goals and schedule. But this is a market to make money. As Brian wrote above, “Please manage your finances accordingly.”
I wish you a good evening,
Jeff Remsburg
(Disclaimer: I own GOOGL, MSFT, AMZN and AAPL)
