The next big AI trend is poised to explode. This stock will benefit.

Today’s issue in preview:

• The next big AI trend is poised to explode. This stock will benefit.

• Not even Elon Musk can fix this AI shortage. That’s bullish for these stocks

• This stock is a huge winner of the Iran War and its consequences

• Our hot hand gets hotter: Recommendations to own AI infrastructure stocks, Power Grid Upgrade stocks, robotics stocks, and Battery Tech stocks continue their winning ways.

The next big AI trend is poised to explode. This stock will benefit.

Credit: imaginima

The Agents are coming.

And it’s one of the biggest investment opportunities of your life.

Are you on board?

In our March 16 issue, we introduced our Agent Supernova thesis.

After years of development, AI is now advanced enough to perform many everyday tasks people do … and the list is only getting longer. Over the next 12–24 months, AI “agents” will help manage factories, perform financial analysis, manage inventories, write software, design websites, create legal documents… and thousands of other tasks.

The Agent Supernova is poised to reorder how the world works. It will break and reform many businesses, industries, and societal norms.

Soon, a restaurant could have five different agents working in it. One agent to manage the cooking schedules of meals. One agent to manage accounting. One agent to manage the staff. One agent to manage the ordering and tracking of supplies. One general-purpose agent to manage the specialized agents and interact with the restaurant owner.

At home, another set of agents can perform tasks to help the heroic American mom. A “mom helper” agent could schedule dentist appointments for the kids, pay bills, renew the car insurance, make and send thank you cards, order groceries, and remind the kids to do their homework.

Meanwhile, another set of agents will transform American factories. They will have agents managing logistics, accounting, production schedules, component part ordering, hiring and firing workers, and other critical functions.

Now, take those three examples and extrapolate that activity across the economy. We are on the cusp of an explosion of agents working 24/7/365 for individuals, businesses, and governments.

In addition to restaurant manager agents, mom agents, and factory management agents, our lives will soon feature legal agents, government agents, tax agents, teacher agents, negotiator agents, airport agents, hospital agents, writing agents, marketing agents, and the list goes on for days.

Within the next two years, the number of AI agents operating in the American economy isn’t poised to increase by 10X… or 50X… or even by 1,000X. Try at least 100,000X.

This is the coming Agent Supernova. Agents working with people. Agents working with other agents. Agents running businesses. Agents negotiating and haggling with other agents.

Of course, the business and investment implications here are huge. The Agent Supernova will transform many businesses and industries. It will end many businesses as we know them… while creating new ones at the same time. The economic deck is about to get reshuffled.

Over the past two months, we’ve detailed how the Agent Supernova is creating opportunities in data traffic, semiconductors, and neocloud stocks. It’s also poised to boost the share price of Cloudflare (NET).

Cloudflare is one of the world’s leading Content Delivery Network (CDN) firms. A CDN is a network of physical servers deployed across the country that speeds up the delivery of website content. It reduces latency and bandwidth costs by bringing data and content closer to users.

In addition to this business, Cloudflare provides in-demand cybersecurity services, AI agent management services, and AI agent transaction services. This diversified suite of hardware and agent management services makes Cloudflare something of an AI agent “conglomerate,” and uniquely positioned to benefit from the coming agent boom.

Cloudflare’s unique position is driving strong growth. In 2024, its revenue grew 29%. In 2025, it grew 30%. Wall Street expects Cloudflare to maintain this high revenue growth through 2026 and 2027, with revenue projected to reach approximately $2.79 billion in 2026 (roughly 29% growth) and rise toward $3.6 billion by 2027. After a sideways consolidation over the past 10 months, the stock is poised to reach new highs.

The Agent Supernova is poised to hit our economy like a tidal wave. It will create enormous change and opportunity. Investing in businesses that keep agents operating safely and securely is a big way to benefit.

Not even Elon Musk can fix this AI shortage. That’s bullish for these stocks

Credit: da-kuk

On April 15, we shone a spotlight on the “neocloud” stock group and said it was likely to run higher.

In a nutshell, neocloud firms own and operate AI data centers and provide “compute” to big tech firms like Google, Microsoft, Meta, and OpenAI. As we highlighted last week, demand for AI services is soaring… and so is demand for AI computing power.

Since that note, neocloud leader Nebius (NBIS) has climbed 10% in less than a month to reach a new a new all-time high.

This tells us the bull market in AI compute services is alive and well. That’s bullish for “soon-to-be-neocloud” firms – aka “Bitcoin miners” – like Cipher Mining (CIFR), Riot Platforms (RIOT), Hut 8 (HUT), WhiteFiber (WYFI), and CleanSpark (CLSK).

Bitcoin miners are companies that built lots of data centers and computer hardware infrastructure years ago to mine Bitcoin. Yet they may end up making a lot more from AI compute demand than they ever did from Bitcoin…

Bitcoin miners have spent years building the type of physical infrastructure AI companies now desperately need. They already control the critical AI compute inputs: electric power, land, substations, development sites, and operating data center infrastructure. They also have experience running high-density compute and deep relationships with utilities.

In other words, they own the sites that can support large-scale AI campuses, and in the AI infrastructure boom, these assets are soaring in value.

The biggest bottleneck in AI is not demand. It is compute infrastructure and the electric power to run it.

Big tech wants more compute. AI labs want more compute. Enterprises want more compute. But you cannot create an AI data center overnight. You need land, power, grid connections, permitting, cooling, and operational expertise which is exactly the areas where these Bitcoin miners already have an edge.

This is why over the past month, Bitcoin miners have begun trading very strongly. While these businesses are still tied to Bitcoin prices, the market is increasingly assigning value to their underlying infrastructure.

They are starting to re-rate from leveraged crypto bets to data center platforms sitting on some of the most valuable infrastructure in the world.

It’s why, on CleanSpark’s latest earnings call in February 2026, the narrative clearly shifted toward a new business model. Management described the company as evolving into a digital infrastructure and data center development company. It laid out the model in simple terms: Bitcoin is no longer just the end market. It is becoming the cash-flow engine that funds the buildout of AI infrastructure.

The uptrend in neocloud stocks is showing how the market likes the “AI compute shortage” theme. Nebius alone is up nearly 100% YTD. Bitcoin miners like CleanSpark and the other stocks mentioned above look poised to join in this bull market.

This stock is a huge winner of the Iran War and its consequences

Credit: dan_prat

This week, the stock price of Canadian oil giant Suncor (SU) reached a new all-time high. The stock is up a gigantic 56% so far this year.

Regular Money & Megatrends readers aren’t surprised by this news… and aren’t surprised to learn that Canada is shining as a great investment destination.

Over the past ten months, I’ve made the case that we are in a favorable environment for critical resources… one in which many individual resource sectors will generate strong returns.

Critical resources are the building blocks of the economy. Think raw materials like crude oil, natural gas, iron ore, copper, uranium, corn, and cotton.

Even today’s high-tech world of AI, apps, email, and Zoom calls is built on a “low-tech” foundation of steel, concrete, copper, lumber, and aluminum. Every day, our cars, trucks, and airplanes consume millions of barrels of fuel. Our lights turn on because we burn coal and natural gas.

Mining, extracting, planting, harvesting, processing, refining, and transporting critical resources is a multi-trillion-dollar business that affects every area of your life.

During this time, I’ve highlighted Canada as an excellent place for investment capital. Canada is the second-largest country in the world by total area, after Russia. This means there’s plenty of area to hold big oil and natural gas deposits… huge tracts of timberland… giant mineral deposits… and enormous farms. Canada is a major player in oil and natural gas production, ranking in the world’s top five producers for both. It’s also a world leader in fertilizer, uranium, aluminum, gold, lumber, and platinum production.

Canada’s massive resource endowment also makes it a beneficiary of the Iran war and its consequences.

As I’ve covered over the past few months, for many countries and businesses, the Iran war is a brutal reminder: If your survival or smooth operation depends on uninterrupted resource flows from the Middle East, you are in a dangerous, vulnerable position.

No politician, CEO, or major shareholder wants their business to be in that position. No citizen wants their country to be in that position. Many powerful and influential people are realizing this is a big risk that must be mitigated if humanly possible. Executives and politicians will get fired for not addressing it effectively.

This means building and buying as many forms of “not Middle Eastern” resource supply chains as possible economically… like those from safe, resource-rich Canada. I can state with confidence that no caribou will ever strap on an explosive vest and attack a local oil refinery.

Given all this, it’s no wonder one of our top oil recommendations – Suncor has soared in value since our November 2025 recommendation. Suncor owns and controls an enormous hoard of crude oil. And – this next part is very important – it’s all in a safe place.

Suncor is one of North America’s largest oil producers. It holds more than 6 billion barrels of proven and probable reserves. But, unlike many oil companies, Suncor does not spend big bucks searching for oil on the Texas plains or drilling with offshore platforms.

Instead, Suncor operates in Canada’s oil sands region… where enormous amounts of hydrocarbons sit in “muck” near the ground surface. They are extracted with giant mining shovels and with “in situ” mining (pronounced by some as in-SIT-too).

In situ extraction involves inserting pipes into the ground, injecting steam into them, and extracting hydrocarbons through the pipes. This makes Suncor’s business more like running a factory than wildcatting with drill rigs.

Suncor has another wonderful quality working in its favor. Its assets are in a safe jurisdiction. This is one reason why Suncor is up 70% since our recommendation (an annualized pace of 141%).

With this rally in mind, I state once again. In a deglobalizing world where individual countries and regional economic blocs hoard and nationalize scarce and desperately needed critical resources, the price of those resources will go up.

And when those resources are located in Canada, all the better.

Market Notes

• Our recommendation to ignore the AI bears and stay long the AI boom continues to pay off. Leading computer memory makers Seagate (STX), Western Digital (WDC), and Micron (MU) reached new all-time highs today. Foundry leader GlobalFoundries (GFS) also hit a new yearly high.

• Our February 13 recommendation to own the edge theme is paying off. Synaptics (SYNA) just hit a new yearly high and is now up 35% YTD.

• Our October 7th recommendation to own power grid stocks continues to pay off. Surging spending on data centers and power infrastructure sent power grid upgrade firms Quanta (PWR), Primoris (PRIM), MasTec (MTZ), MYR Group (MYRG), and Sterling Infrastructure (STRL) to new highs.

• Our recommendation to be very long the robotics megatrend continues to pay off. Factory automation leader Rockwell Automation (ROK) reached a new one-year high today.

• Our recommendation to invest in the Battery Tech theme continues to generate returns. Battery tech leader EnerSys (ENS) reached a new all-time high today. It’s up 47% since our December note.

• America’s largest pool installation and servicing company – Pool Corp (POOL) reached a new one-year low today.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

SpaceX ‘Dark Energy’ Replaces Foreign Oil

For years, we’ve been told SpaceX is a rocket company. But according to new satellite images from 300 miles above the Earth’s surface, there is something very strange going on at SpaceX right now that has nothing to do with space. It could soon replace our need for foreign oil forever and ignite a $10 trillion boom for the stocks involved.

Click here to learn more.