This self-driving vehicle stock has 1,000%+ upside. (It’s not Tesla)

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Today’s issue in preview:

• This self-driving vehicle stock has 1,000%+ upside. (It’s not Tesla)

• This industry is enjoying a full-blown Gold Rush. Are you profiting?

• This unique stock is poised to soar as the world scrambles for “not Middle Eastern” energy supplies

• Learn our Top Themes to buy now

This industry is enjoying a full-blown Gold Rush. Are you profiting?

Credit: Ridofranz

The gold rush in American healthcare stocks continues. This week, the State Street SPDR S&P Health Care Services ETF (XHS) broke out of a multi-month consolidation to reach a new all-time high.

XHS is an ETF that tracks the S&P Health Care Services Select Industry Index. This index tracks a wide variety of health care companies, including cancer diagnostics firms, mental health firms, senior living, private nursing services, physical therapy, telemedicine, and diagnostic imaging.

It’s an equal-weighted ETF, so a handful of giant firms do not dominate its ups and downs. It provides investors with a diverse “cross section” of U.S. health care stocks. The fund has returned a big 40.8% over the past 12 months.

Constant readers of Money & Megatrends are not surprised to hear that healthcare stocks are reaching new highs.

For more than three years, I’ve made “Boomer healthcare” one of my highest conviction long-term investment themes. More than 10,000 Americans reach retirement age every day. The U.S. population aged 80 and older is projected to roughly double, from 14.7 million in 2025 to 29.4 million by 2045.

This is the enormous Baby Boom generation entering the phase of life where health care and longevity spending skyrocket. For many boomers, a typical month involves going to see at least one doctor to have something looked at, removed, or treated.

This means many healthcare businesses are experiencing huge demand now – and will for at least the next decade. It means boom times ahead for many “ology” businesses, stocks, and careers. Dermatology. Cardiology. Radiology. Oncology. Anesthesiology. Ophthalmology. The list goes on.

Investing in many healthcare businesses over the next decade will be investing with a gale-force tailwind at your back. If you’re a parent and worried about your child getting a job, just point them to the booming healthcare industry.

Being bullish on health care has been a profitable call so far. XHS is up 40.8% over the past 12 months. The S&P Biotech ETF (XBI) is up 68% over the past year. Our in-house Senior Living Index is up 45% over the past year.

It’s fair to say there’s a gold rush happening in the health care industry right now.

The giant business, tech, and demographic trends that shape our world tend to play out in five or more years, not five months. This means the stock market trends they manifest play out over the same time periods. With this trend truism in mind, I once again remind you that if you like money, keep it invested in healthcare.

This self-driving vehicle stock has 1,000%+ upside. (It’s not Tesla)

Credit: Kinwun

Ever since its founding in 1776, America has been the home of the moonshot.

The grand slam home run.

The big dream that came true… and created fortunes for founders and investors… returns often greater than 100X the upfront investment.

There’s Andrew Carnegie and his moonshot steel company. Rockefeller and his moonshot oil company. Edison and his moonshot electricity company.

There’s grand slam home runs in Apple, Starbucks, Google, Tesla, McDonald’s, Amazon, Costco, and the list goes on.

America’s free-market enterprise system creates a level playing field for business creators… and they step up to take big swings in pursuit of big wins.

Of course, our love for the moonshot drives a lot of action in the stock market.

The allure of putting up a small amount of money in pursuit of a giant winner is something few investors can resist.

Starting a business that grows large is the single best way to grow wealthy in America. But let’s face it – some folks don’t want stress, long hours, and the risk that comes with starting and operating a business.

That’s why it’s good to know about the second best way to grow wealthy in America… by being an early financial backer in energetic, innovative, and ambitious people aiming to build the next Google… the next Starbucks… the next Tesla.

I like a moonshot bet as much as anyone. However, at this stage in my life, I’m not investing to get rich. I’m investing to stay rich. That’s why most of my savings is invested in stable stock, bond, and real estate holdings.

However, I believe taking a small amount of money and investing it in the pursuit of grand slams and moonshots adds color and interest to our financial lives. It can also net you large returns over time if you pick even just a few big winners.

This is why over the next few months, we will be running a special series of research notes on relatively small companies that grow many times larger than their current sizes.

We start today with a look at Aurora Innovation (AUR).

Aurora is a $13 billion, Pittsburgh-based company built entirely around self-driving semi-trucks.

Its CEO, Chris Urmson, helped build Google’s self-driving-car project, which ultimately became Waymo.

Aurora is the only autonomous trucking company running real freight, on real routes, with real paying customers. Heavy-duty truck manufacturers Volvo Trucks and PACCAR, which together represent roughly 50% of the US truck market, are already committed to Aurora, so its competitive moat is wide.

Aurora made history in May 2025 by launching what it called the first driverless commercial trucking operations on U.S. public roads. Its business model is “Driver as a Service” – meaning fleet operators and trucking companies subscribe to Aurora’s technology and pay per mile.

Autonomous vehicle technology is getting a lot of press lately, thanks to Tesla’s recent rollout of its self-driving Cybercabs in Austin, Texas. It’s been a huge milestone for the world of transportation

Reviews have been excellent so far. Morgan Stanley just forecast that Tesla’s robotaxi revenue will reach $320B by 2035, with the wider robotaxi market worth over $1 trillion globally by 2040.

While the world fixates on Tesla and its robotaxis, it is overlooking a significant opportunity in self-driving trucks.

The U.S. trucking market (not global) is worth $1 trillion today, with trucks hauling about 77% of the entire freight market. And that’s before any autonomy has been properly introduced to the market.

Here’s what makes this $1 trillion number so important. The global autonomous trucking market is currently worth only $50 billion. This should give you a sense of the runway ahead. Autonomy currently represents just a sliver of the market it’s about to disrupt. And that comparison doesn’t even account for a growing market projected to reach around $1.5 trillion over the next 8-10 years.

And this market needs self-driving trucks. The American Trucking Association currently estimates that the US is short 60,000 to 80,000 drivers and projects this gap to increase to 160,000 by 2031. The average age of a truck driver is 47 years old… one of the oldest average ages of any major profession in the country. This is a structural hole in the trucking labor market that autonomy is positioned to fill.

AUR is targeting 200 fully driverless trucks on the road by the end of 2026 with Driver-as-a-Service prices expected to run at $0.85 per mile which is far below the $1.18 per mile that Aurora cites for human driver wages and benefits. Plus, these trucks are free from hours-of-service limits. This tech could massively boost trucking company margins.

Robotaxis are chasing rides in cities that already have Uber, taxis, and subways. Autonomous trucks are filling seats that nobody can hire for. That’s a fundamentally different tailwind.

AUR is a classic early-stage tech firm in that it has potentially revolutionary technology but is losing money because revenue is low and R&D costs are high. There’s plenty of execution risk here. The smart investor takes small position sizes in such speculative and risky stocks.

However, if AUR executes on its potential, the upside is that it’s a company with a valuation north of $150 billion… which is more than 10X higher than the current one. If you’re looking to hit a grand slam home run in the stock market, consider a stake in AUR.

This unique stock is poised to soar as the world scrambles for “not Middle Eastern” energy supplies

Credit:Angelo D’Amico

In yesterday’s issue, we detailed how three of Canada’s “national champion” oil and gas companies are enjoying soaring profits and stock prices, in part due to the Iran War and its upward effect on oil prices.

The market values of giant Canadian firms Suncor Energy (SU), Cenovus Energy (CVE), and Canadian Natural Resources (CNQ) all hit new all-time highs this week… and have made our recommendation to get long Canada a big winner.

The Iran War and its effects are making our bullish stance on Argentine oil and gas giant YPF (YPF) a winner as well. Today, the stock reached a new all-time high.

YPF is the largest oil and gas company in Argentina. It is the dominant operator in Argentina’s enormous Vaca Muerta (“dead cow”) shale basin. The Vaca Muerta is one of the world’s most promising oil fields. Its potential for big discoveries and increased production is enormous.

However, since Argentina has spent most of the past 50 years as an economic basket case, many investors avoid investing there.

Making a bet on Argentina getting “less bad” looks like a good idea, however. In 2023, the country elected Javier Milei as president – an advocate of sensible, small government. He’s scored a string of successes that could make Argentina a good place to do business… and to discover large new oil reserves. This makes the Vaca Muerta one of the world’s most-watched oil fields among industry experts.

Like Canada, Argentina’s huge oil and gas endowment also makes it a beneficiary of the war in Iran and its consequences.

As I’ve covered many times this year, for many countries and businesses, the Iran War is a powerful reminder: If your survival or smooth operation depends on uninterrupted resource flows from the often-unstable 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 resource-rich Canada, Argentina, and Brazil.

YPF isn’t the only vehicle an investor can use to bet on a potentially big win via Argentina’s oil and gas development. Another operator in the Vaca Muerta is Vista Energy (VIST), with a market cap of around $8 billion. Vista is another company that could enjoy a large increase in market value if it has exploration success and an improving business climate.

The world’s most powerful governments and businesses are very keen on discovering, developing, and securing safe supplies of critical resources like oil and gas. Argentina has them. This situation could deliver big returns for the likes of YPF and VIST. So far, the market is enthusiastically agreeing with the idea.

Market Notes

• Our recommendation to get long oil and gas stocks continues to pay off. Oil giants SM Energy (SM), Crescent Energy (CRGY), and Shell (SHEL) hit new highs today.

• Our May 28th recommendation to go long genomics has played out well. Natera (NTRA) and 10X Genomics (TXG) both just hit new highs today. TXG is now up 460% in the last year.

• Energy shipping leaders are hitting new highs. Frontline (FRO), International Seaways (INSW), and Nordic American Tankers (NAT) just hit new highs.

• Clothing and footwear giant Nike (NKE) reached a new one-year low today.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

Chaikin: This “White Swan” Could Eat Every Data Center in America starting 9/29/26

Every major AI firm now relies on massive data centers. But these monstrosities suck up our electricity. They drain our water supplies. They steal precious land. Yet AI companies are requesting 700 gigawatts of new electricity – enough to power every home in America! Until now, AI investors have piled trillions into the data-center boom. But according to investing legend Marc Chaikin, a new technology’s coming… called AI “micro clusters.” And they’ll render all current data centers obsolete. The company he believes is behind this $248 trillion “White Swan” event could soar starting Sept. 29th.

Marc reveals his full prediction – and the stock ticker – free, here.