Here’s why you can now make money in stocks faster than at any time in history

Today’s issue in preview:

• The most important Iran war news you’re not hearing in the mainstream press

• Here’s why you can now make money in stocks faster than at any time in history.

• This under-the-radar “Trump trade” is starting to pay off

• Our megatrend recommendations continue their winning ways: AI Infrastructure, Power Grid Upgrade, and biotech reach new highs.

The most important Iran war news you’re not hearing in the mainstream press

Credit: yujie chen

April has been a good month for the global economy. Despite Epic Fury’s disruption to critical resource flows from the Middle East, every day this month has delivered signs that the global economy is doing a lot better than the pessimists would have you believe.

Over the past two weeks, transportation stocks, shopping mall stocks, diesel engine giant Cummins (CMI), and construction equipment maker Caterpillar (CAT) have reached new one-year highs.

This exceptional price strength means the global economy is doing much better than the news you hear from the mainstream media.

Recently, we received more bullish economic signals. The world’s biggest hotel chain operators are soaring to new all-time highs.

Many investors obsess over government data such as unemployment figures, job hirings, and the Consumer Price Index. I like to know that data as everyone else does. However, when I want a read on what’s really happening in the economy, I place far greater focus on what’s happening in the real world.

I look at stock prices. In doing this, I listen to the judge, jury, and executioner of any thesis, any trend, and any claim: The market.

The stock market is one of the world’s greatest forecasting mechanisms. It tends to look ahead 6-12 months. When an industry is in a recession, its stock prices will rise before the news media says it is recovering. When an industry seems to be doing well, its stock prices will decline before the news covers its downturn. This is often called “discounting the future.”

Over the past two trading sessions, the market sent three of the world’s biggest hotel chain operators – Marriott (MAR), Hilton (HLT), and InterContinental Hotels Group (IHG) to new all-time highs. These hotel operators thrive when people have enough money to travel and when businesses are spending freely on conferences, deal-making, and events.

Right now, the big debate between Doomers and Optimists is looking one-sided.

The Doomers say Epic Fury’s constriction of critical Middle Eastern resources such as oil, natural gas, fertilizer, sulfuric acid, and helium will lead to serious economic disruption, then a recession, and then a bear market.

The Optimists say those concerns are overblown… a diplomatic solution is on the way… and the economy and stock market will continue growing.

The hotel industry’s new highs say that right now, the market is clearly siding with the Optimists. Manage your financial affairs accordingly!

Here’s why you can now make money in stocks faster than at any time in history.

Credit: imaginima

On March 31, we highlighted semiconductor firm Marvell Technology (MRVL) as a stock that would benefit from the coming Agent Supernova, or the coming boom in AI agents that can perform work autonomously.

If you’re a new reader, make sure to review our work on this trend. It’s going to be a world-changing, wealth-creating megatrend. Smart investments in the industry could add a zero to your net worth.

The gale-force tailwind blowing at the back of semiconductor firms has powered Marvell stock to a 66% gain in less than a month (an annualized pace of 1,204%).

Marvell’s extraordinary performance is a “live fire” live demonstration of how, right now, you can make money in stocks faster than at any time in history.

This is one of the foundational beliefs that guides my trading and my work at Money & Megatrends.

Stocks of all kinds are moving much faster than they used to. This acceleration is thanks to the fusion of three modern-day phenomena.

First, technological progress – especially in AI – is advancing at an incredible rate each year. This is creating new industries and changing existing ones at the fastest rate in history. Second, thanks to the internet and social media, market information gets disseminated globally at light speed. And finally, AI-powered trading programs and smartphone apps allow hedge funds and individuals to execute rapid trades from anywhere.

Add those up, and you get a stock market that moves much, much faster than it did 20 years ago. Stocks are soaring and crashing at incredible speeds now. Blink, and you could miss out on an explosive trend.

Over the past few years, several investment themes have demonstrated what I’m talking about…

• AI memory storage stocks such as Micron (MU) and Western Digital (WDC) advanced 384% and 489%, respectively, from early 2025 to early 2026.

• AI data center power company Bloom Energy (BE) recently advanced 1,065% over a one-year period.

• Space-related companies AST SpaceMobile (ASTS) and Rocket Labs (RKLB) advanced 4,191% and 1,681%, respectively, over a recent two-year period.

• Drone companies Kratos (KTOS) and Ondas (ONDS) advanced 532% and 718%, respectively, over a two-year period.

This list goes on, but you get my point: Right now, you can make money in stocks faster than ever.

In the case of Marvell and other AI infrastructure stocks such as Dell Technologies (DELL), remember that technology giants like Google (GOOG), Meta (META), Microsoft (MSFT), and OpenAI are conducting the largest collective investment effort in history.

They’ve spent more than a trillion dollars on AI data centers, AI chips, and other infrastructure components already. They are on pace to spend over $650 billion in 2026… with more than $3 trillion to follow. We’ve never seen this much money put to work so fast in one industry.

Companies on the receiving end of this staggering investment effort are benefiting now… and stand to continue benefiting for years. I’m still long AI infrastructure.

This under-the-radar “Trump trade” is starting to pay off

Credit: mseidelch

Speaking of making money quickly, it turns out trading the psychedelics trend was a good idea.

Over the weekend, President Donald Trump signed an executive order calling for the acceleration of research related to psychedelic drugs as treatment for depression, PTSD, and other conditions.

The news produced a 10.9% spike in the share price of the psychedelic medicine-focused AdvisorShares Psychedelics ETF (PSIL) and a 29% spike in psychedelics leader ATAI Life Sciences (ATAI).

On September 29, 2025, I shared my bullish take on PSIL and the psychedelics industry.

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 was rumored in 2025 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.

I ended the note by saying, “Given how good this administration is at telegraphing what it is about to do and then doing it, this looks like a trade worth taking. This group could easily double with government support.”

So far, so good for psychedelics. Trump’s executive order will likely provide a tailwind for the sector and allow it to build on its current uptrend, which has seen PSIL gain 105% over the past 12 months.

Market Notes

• Our recommendation to tune out the AI Bears and stay long AI infrastructure continues to pay off. Semiconductor industry leaders Teradyne (TER), Texas Instruments (TXN), Analog Devices (ADI), Amkor Technology (AMKR), Lattice Semiconductor (LSCC), and Onto Innovation (ONTO) hit new yearly highs today.

• Our recommendation to invest in the Power Grid Upgrade theme continues to pay off. Shares of electrical contractor Quanta Services (PWR) reached a new all-time high today.

• Our November 17th recommendation to own biotech stocks is paying off. The SPDR S&P Biotech ETF (XBI) is up at new yearly highs while individual names like Nektar (NKTR), Celldex (CLDX), and Tango Therapeutics (TNGX) are also hitting new highs.

• Our recommendation to invest in space via the lunar infrastructure theme is paying off. A stock we highlighted – Intuitive Machines (LUNR) – gained 3% today to reach a new one-year high. The stock is up 34% in three months.

• Shares of America’s largest shopping mall operator Simon Property Group (SPG) reached a new one-year high today. As we detailed on April 15, this is a sign the economy is doing much better than the headlines would have you believe.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

Money Managers to Liquidate Major Positions

Thirty-year Wall Street veteran Joel Litman is warning that the top four money managers – BlackRock, Vanguard, Fidelity, and State Street – are set to start liquidating major positions starting April 30. It’s because of a little-known financial framework that mandates these money managers MUST sell. This happens every year, like clockwork. Last year, his analysis shows it sent dozens of stocks spiraling… but also gave you the chance to double your money 21 times.

Get up to speed here before Wall Street starts selling.