Today’s issue in preview:
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The Agent Supernova is set to change the world forever and create massive stock market winners.
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Why cybersecurity risks and the demand to combat those risks will explode
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RFK Jr. could make this sector soar in 2026
The Agent Supernova is set to change the world forever and create massive stock market winners.
Credit: imaginima
In November 2025, an Austrian named Peter Steinberger introduced a revolutionary AI program, now called OpenClaw, that took the world by storm.
OpenClaw is an AI “agent” that can autonomously manage online payments, make restaurant reservations, manage your schedule, send emails for you, and manage other AI agents that work for you.
It is the best “AI helper” people have invented so far.
Nvidia CEO Jensen Huang has called OpenClaw perhaps the most important software release in history. OpenAI quickly paid Steinberger a fortune to “acquire” him. AI developers are in a mad dash to replicate and improve upon what OpenClaw does.
Many tech experts believe OpenClaw and programs like it are poised to produce a megatrend we at M&M call the “Agent Supernova.”
The Agent Supernova is set to transform how our lives and economies function. It will break and reform many businesses, industries, and societal norms.
Think of our $125 trillion global economy as a long, elegant dining table with hundreds of pieces of silverware and glassware, each taking decades and trillions of dollars to build.
The Agent Supernova is going to pull the tablecloth out from under all that stuff.
The population of America is roughly 342 million people. The Agent Supernova is about to introduce billions of “AI workers” into our economy to perform all kinds of roles… with very little day-to-day human oversight.
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.
Or, take agents 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.
Or, consider the American factory. It will have agents managing logistics, accounting, production schedules, component part ordering, hiring and firing workers, and other critical functions.
Now, take what is happening in those three examples and extrapolate it 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.
The implications of the Agent Supernova cannot be adequately detailed in one issue of M&M. Not in 10 issues. This is why the Agent Supernova will be a recurring theme on our pages.
To leave you with a few actionable ideas, remember this: thousands of companies will vie for agentic dominance across industries. Dozens of companies will compete to have the best Factory Manager Agent…. Dozens of companies will compete to have the best “mom helper” agent… and so on.
Some companies will win. Many will lose. But all the competitors and all their customers must buy electric power throughout the Agent Supernova. Given this, I remain bullish on utilities and pipeline plays, such as the Alerian MLP ETF (AMLP).
And don’t forget that when we have hundreds of millions of agents performing billions of tasks, there will be billions of cybersecurity risks. The demand to combat them will explode. It’s good for well-positioned cybersecurity firms.
Recommended Link:
Is this Elon Musk’s Next Big Money-Maker?
Elon is famous for creating an army of “Teslanaires” – people who became millionaires by buying Tesla shares. Now, he’s building an AI breakthrough that could be bigger than Tesla, SpaceX, and Starlink combined. Nobel-Prize winning scientist Demis Hassabis says it’s “going to be 10 times bigger than the Industrial Revolution, and maybe 10 times faster.” Click here for the details.
RFK Jr. could make this sector soar in 2026
When will RFK make it easier to get psychedelic treatments?
Over the past decade, psychedelics-based treatments have gained strong support in the mental health world… and growing support from the government and universities. The active ingredients in these treatments can be extracted from “magic mushrooms” or be synthesized in labs.
Supporters say psychedelic therapy can be a big help in treating addiction and trauma like PTSD. One supporter is the Secretary of Health and Human Services, Robert F. Kennedy Jr., who is rumored to be loosening regulations that limit psychedelic use and access. However, the issue is contested by many people who have “old school” beliefs about psychedelics and their use.
Although the politics and regulations related to psychedelics are messy and complicated, trading psychedelic stocks can be very simple.
There is an ETF focused on psychedelic stocks. It’s called the AdvisorShares Psychedelic ETF (PSIL). As you can see in the one-year chart below, PSIL enjoyed a big rally of more than 75% in 2025, in anticipation of favorable regulatory action. Industry leader ATAI Life Sciences (ATAI) advanced more than 290% during this rally.
However, favorable regulatory action has not materialized, and PSIL has traded in a long consolidation phase.
As we saw in 2025, when these stocks trend, they can trend big. This is why I’m watching PSIL closely. If it can break out above $18.50 per share, it’s a sign the industry is likely to receive the long-awaited government support, and related stocks could soar 100%+. If support does not materialize, shares will break $16, and you can get out with a small loss. Your move, RFK.
Market Notes
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AI Infrastructure cloud provider Nebius (NBIS) is up 13% today after a deal with Meta (META) potentially worth $27B. The AI buildout is still in full swing.
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Our September 2025 recommendation to own oil stocks remains a winner. Oil giant Shell (SHEL) reached a new one-year high today.
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Our November 10, 2025, recommendation to own natural gas stocks is paying off. Range Resources (RRC) just hit a new one-year high, now up 24% YTD.
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AI Semiconductor leader Micron (MU) hit a new one-month high today. The AI bears can’t argue against this one.
Regards,
Brian Hunt
Editor, Money & Megatrends
An urgent message from our colleagues:
If you’re asking “what do I do now?” Eric Fry’s FutureProof 2026 event has your answer.
On Wednesday, March 18th, Futurist Eric Fry reveals why the mounting chaos we’re witnessing is the precursor leading up to a massive Market Shock. While most people are sitting in stocks at risk of falling 50% or more, virtually no one is talking about a small group of stocks poised to emerge as the 10X winners of 2026. Eric reveals exactly which stocks to dump, and which ones are primed to soar at FutureProof 2026.
