Donald Trump wants these stocks to go up. Do you own them?

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Today’s issue in preview:

• Donald Trump wants these stocks to go up. Do you own them?

• The strongest, most profitable stocks you’re probably missing out on

• A key AI stock breaks out to the upside. That’s good for “the world’s most important trend” and your portfolio

• Learn our Top Themes to buy now

Donald Trump wants these stocks to go up. Do you own them?

Credit: Traimak_Ivan

Is the “Made in America” megatrend the most profitable market force you’re not hearing enough about?

A look at Proto Labs (PRLB) and its new all-time high says that might be the case.

Back in January, I made the case for going long the Made in America megatrend… for investing in companies that supply critical equipment and services for building and operating today’s high-tech factories.

The bull case here is simple…

President Donald Trump – along with many business and military leaders – believes that the U.S. has outsourced far too much of its industrial capacity to China over the past 25 years. We outsourced significant portions of our semiconductor, appliance, medicine, weapons, and machinery production.

We outsourced the capacity to produce and process critical resources, such as rare earth elements.

The COVID-19 pandemic showed that depending on other countries for critical economic inputs makes the U.S. economy less safe and secure. To put it bluntly, it is very stupid to not make products critical to national security like AI semiconductors within our own borders… especially when we are in an economic and geopolitical “great powers” contest with China.

Trump has staked his legacy and reputation on greatly expanding our industrial base… and he’s working with business leaders to invest trillions to pursue this goal. Apple (AAPL), for example, has committed to invest $600 billion in U.S.-based manufacturing over the next four years. Nvidia(NVDA) says it will invest $500 billion in U.S.-based manufacturing over the next four years.

Drug giant Eli Lilly (LLY) said it has committed more than $50 million in domestic manufacturing commitments since 2020, including four additional U.S. plants announced in 2025. Three of them were designed to manufacture active pharmaceutical ingredients (APIs). Lilly says it will be the largest domestic drug manufacturing investment in U.S. history.

In Money & Megatrends, we’ve capitalized on this “Made in America” megatrend with strong returns in robotics, factory automation, and machine component makers such as Cognex (CGNX), Ouster (OUST), and RBC Bearings (RBC).

Proto Labs is benefiting from this trend as well. Proto is one of America’s leading high-tech “on demand” contract manufacturing firms. Its customers upload designs and blueprints through its online platform, which then provides pricing and manufacturability feedback.

Proto then manufactures parts using CNC machining, injection molding, 3D printing, and sheet-metal fabrication. Its highly automated factories specialize in rapid prototyping and quick-turn production.

Proto’s services are especially valuable these days thanks to the U.S. reshoring trends described above. A company moving production to the U.S. often doesn’t immediately know what its long-term volumes will be. Proto specializes in rapid-turn, low-volume and on-demand manufacturing with low minimum quantities. That allows a customer to establish domestic production before committing to a large dedicated manufacturing operation.

Business is good for Proto right now. In its most recent earnings report for Q2 2026, the company reported a 10.6% year-over-year revenue increase. Company earnings climbed about 45% to a record high. These strong business results have powered PRLB stock to a 91% YTD gain. Shares just reached a new multi-year high.

The Made in America megatrend will see trillions of dollars invested in expanding U.S. manufacturing capacity over the coming years. This means demand for the specialized parts and systems that PRLB helps provide should remain strong for years.

The strongest, most profitable stocks you’re probably missing out on

Credit: Alena Butusava

In America, winners often keep on winning. Trends tend to persist.

A major reason this happens is that the giant business, tech, and demographic trends that shape our world tend to play out in five or more years, not five months. The stock market trends they manifest play out over the same lengthy time periods.

This means that one of the world’s best investment strategies is to identify and own companies that delight customers with exceptional products and services, outperform their competitors, and steadily increase revenue and earnings. In other words, you can make great returns simply by asking top performers to “do more of what’s working.”

The fact that winners tend to keep winning and trends tend to persist is a big reason why the Genomics megatrend has received so much of our attention over the past year.

It’s why today, I am pointing out that one of our top genomics recommendations – the ARK Genomic Revolution ETF (ARKG) advanced 2.8% this morning to reach a new one-year high.

It’s why two of the fund’s highest profile constituents – genomic testing giants Natera (NTRA) and Illumina (ILMN) – both advanced to new one-year highs today. This sector has become a runaway freight train of success and capital gains.

Money & Megatrends readers in good standing are not surprised to see the genomics theme surge to new highs. On Oct. 9, 2025, we detailed the sector’s upside and recommended getting long. Over the past year, we’ve written over a dozen research notes about the extraordinary upside potential of biotech and genomics.

Since our original note, many of the biggest names in genomics have skyrocketed.

Genomics is the science of analyzing human DNA – often referred to as the “software code of life” – to create tests, medicines, and treatments.

Years of innovation in this field have us on the brink of creating many customized treatments based on an individual’s DNA… and even “editing” genes to cure disease. Bulls on the industry believe it will get a giant “AI boost,” because super-intelligent computer programs can analyze genes and treatment effects so well… and have the potential to create drugs on their own.

The fusion of AI and genomics should generate dozens of compelling stock narratives over the coming years. Researchers running superintelligent AI programs will be able to create useful new diagnostics and run millions of digital simulations of drugs and treatments. This will put medical innovation into overdrive… and create many big stock market winners.

The personalized approach to medicine that genomics offers has us on the cusp of a historic revolution in healthcare. Ten years from now, medicine will be transformed… and a lot of money will be made along the way.

I’ve frequently mentioned how the ARK Genomic Revolution ETF is a good way to track and trade the genomics theme. It owns a basket of bleeding-edge genomic companies.

One of its largest holdings, Tempus AI, is often cited as a premier way to play “AI in health care.” It holds genomics tools and services firm 10x Genomics (TXG) and synthetic DNA firm Twist Bioscience (TWST).

ARKG also holds significant positions in Natera and Illumina… plus positions in promising “gene editing” companiesCRISPR Therapeutics (CRSP) and Intellia Therapeutics (NTLA).

Money is flooding into this relatively small area of the market. ARKG is up 67% since our October 2025 recommendation. NTRA is up 140%. ILMN is up 179%. TWST is up 458%. TXG is up an extraordinary 646%.

We look at these giant returns and are once again reminded: Winners often keep on winning. Trends tend to persist… often on the road to generating triple-digit returns!

A key AI stock breaks out to the upside. That’s good for “the world’s most important trend” and your portfolio

Credit: Bloom Energy

More good news for “the world’s most important trend.”

This morning, shares of Bloom Energy (BE) surged 12% to reach their highest level in over two months.

This is another important win we can mark in favor of the AI infrastructure trade.

In yesterday’s issue, we detailed how surging Nvidia (NVDA) stock is a hugely positive signal for the AI infrastructure megatrend. The research note was the latest in a special series focused on what we call “the world’s most important trend.”

The status of this megatrend has become one of the great sagas of the business and investment world. It is a source of strong disagreement among industry bulls and bears. It’s a trend whose outcome will almost certainly have large effects on your portfolio.

Given AI’s enormous promise, large tech firms such as Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOG) have invested over $1 trillion in AI infrastructure. They are on pace to invest over $700 billion this year alone and more than $4 trillion after that.

Both the scale and the velocity of this investment boom are unprecedented. It is the largest collective investment effort in history.

Big Tech’s historic investment boom has made the entire “AI infrastructure” trend responsible for a large share of America’s GDP growth and stock market returns over the past two years.

It has also drawn the skeptical scrutiny of many widely followed investment analysts who claim the trend is a bubble… one that will soon explode and cause tremendous damage to stock prices and the global economy.

If this hugely consequential trend isn’t the most important trend in the stock market, then it is certainly in the top three.

I believe the AI infrastructure trend has years to run. I believe the world’s smartest, most connected tech insiders who know the true state of bleeding-edge AI development and have real-time stats on AI investment ROI, such as Elon Musk, Jensen Huang (Nvidia), Satya Nadella (Microsoft) and Andy Jassy (Amazon), could possibly… perhaps maybe… just might… know far more about AI and their businesses than outsiders know about it.

As much press as AI gets, let’s remember that less than 1% of the global population pays for top-tier AI programs. And I estimate less than 10% of large companies believe AI has made a meaningful impact on their businesses.

This revolutionary technology hasn’t yet proliferated, achieved mass adoption, or had mass impact.

Over the past few months, we have analyzed price action in critical areas of the AI infrastructure trade – including the VanEck Semiconductor ETF (SMH), computer memory giant Micron (MU), and optical networking stocks such as Lumentum (LITE) – to guide our trading.

Over the past few weeks, we have noted that new short-term highs in Micron and the new all-time high for the Magnificent 7 are key bullish signals for the AI infrastructure trend.

Today, we add Bloom Energy’s recent high to this growing list of positives.

Bloom Energy is a high profile “poster child” of the AI infrastructure trade. Bloom manufactures the Bloom Energy Server – aka “Bloom Box” – a portable power-generation system that converts fuels such as natural gas into electricity.

Bloom Boxes are in very high demand among AI data center operators because they enable data centers to reduce their reliance on strained electric power grids and go online faster than with conventional power systems. This demand drove 130% year-over-year revenue growth in Q1. It has also made Bloom one of THE “go to” AI stocks for the hedge fund community.

As you can see in the chart below, Bloom stock has been a big winner over the past year but suffered a large correction alongside the rest of the AI infrastructure complex. That correction may be ending. This morning, Bloom surged 12%, reaching its highest level since June.

By itself, Bloom’s emerging strength is not an “all-clear full speed ahead” signal for the world’s most important trend. But when you pair it with the Magnificent 7’s new all-time high, Nvidia’s strength, and Micron’s new short-term high, you get the weight of the evidence tilting bullish for the AI infrastructure trade.

 We will continue to monitor Bloom, Nvidia, Micron, and other key components of the world’s most important trend for guidance on how to trade it.

Market Notes

• Leading genomics/diagnostics firm GRAIL (GRAL) continues its market leadership. The stock reached a new one-year high today. It is up 122% since our bullish June 12 note.

• Food and beverage giant PepsiCo (PEP) reached a new one-year low today. The stock’s forward dividend yield is now about 4.6%.

• Natural gas giant Expand Energy (EXE) reached a new one-year low today.

• The VanEck Semiconductors ETF (SMH) reached a new multi-month high today.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

A “bloodbath” Is Coming

Silicon Valley billionaires are hoarding guns, gold, and even military grade gas masks… or fleeing the country altogether. What do they know that you don’t? This AI insider is stepping forward with this time-critical message: Move your money before September 30th, ahead of the dangerous next phase of the AI market.

Here’s the one urgent move you need to make with your money immediately.