This trend has incredible, unstoppable momentum… and can make you a fortune

Today’s issue in preview:

• A unique AI trade you’re not hearing from anyone else

• How to profit from America’s next big building boom

• This trend has incredible, unstoppable momentum… and can make you a fortune

• The capital gains continue to roll in: Our AI infrastructure, Power Grid Upgrade, and Oil stock theme recommendations rise to new highs.

How to profit from America’s next big building boom

Credit: alvarez

My January recommendation to invest in the “smart factory” boom is proving to be a great idea. Today, the ProShares S&P Kensho Smart Factories ETF (MAKX) reached a new all-time high, and it looks likely to continue its winning ways.

MAKX focuses on companies providing equipment and services necessary for building and operating high-tech, highly automated “smart” factories. This trend is also receiving huge support from the U.S. government…

President Donald Trump – along with many business and military leaders – believe 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.

Trump has staked his legacy and reputation on 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. These kinds of efforts are bullish for the “smart factory” megatrend.

Any factory competing in today’s economy must be highly automated. This means a large increase in U.S. manufacturing capacity must be matched by a large increase in the use of robotics, AI programs, and machine sensory perception equipment.

That’s bullish for the companies inside MAKX. Major holdings include 3D Systems (DDD, 3-D printing), Emerson Electric (EMR, automation equipment), ON Semiconductor (ON, semiconductors), Ouster (OUST, machine sensory equipment), and Cognex (CGNX, machine sensory equipment).

As you can see in the one-year chart below, the market likes the “smart factories” theme. MAKX is up 76% over the past year and just reached a new all-time high. Expect this theme to keep winning as America “goes big” on high-tech industrial capacity.

This trend has incredible, unstoppable momentum… and can make you a fortune

Credit: hapabapa

Sharp-eyed readers will recognize the overlap between our analysis on Smart Factories (above) and the robotics megatrend in general.

Robotics is one of our top investment themes for the next decade. It is a giant, multi-faceted theme that will forever change the world. It will yield greater factory automation, surgical robots, autonomous vehicles, autonomous air taxis, humanoid worker robots, and much more. Robotics investment is expected to rise at least 15% annually through the rest of this decade. Within five years, Amazon will have more robots than people.

Since “going live” with Money & Megatrends in September, I’ve written more than 20 research pieces that reiterated my stance on the robotics megatrend and detailed how to invest in various subthemes within it.

For example, I’ve covered the coming humanoid boom and how to invest in it… the maritime robotics boom and how to invest in it… the machine sensory perception boom and how to invest in it… the military drone boom and how to invest in it… how the Battery Tech theme is a beneficiary of AI and robotics… how RBC Bearings (RBC) is a beneficiary of the robotics boom… and how Amazon (AMZN) is a premier robotics stock.

We’ve recommended so many winning robotics trades and stock ideas that you could be forgiven for thinking our name should be “Money & Robotics.”

Far more important than what I or anyone else believes about robotics is what the market believes. You or your stock picker can be foaming-at-the-mouth bullish on a trend all you want, but if the market disagrees with the thesis by sending its price lower, then your idea isn’t worth a hell of a lot.

In robotics, the market loves this trend. Many of the stock ideas I’ve shared in the research notes mentioned above have soared. And the robotics-focused ROBO Global Robotics & Automation Index ETF (ROBO) just reached a new all-time high.

Giant business and technological trends that shape our world play out over years, not months. This means the financial market trends they manifest tend to persist for years, not months. It also means new all-time highs are often followed by more all-time highs. Trends tend to persist, and winners tend to keep on winning, and Issac Newton was right: An object in motion tends to stay in motion. This means that despite the huge gains since our original recommendation, Money & Megatrends is still bullish on robotics.

A unique AI trade you’re not hearing from anyone else

Credit: Bim

We said buy the chemical sector.

We said it will benefit from AI-related demand.

Did you listen and profit?

On March 6, we wrote bullishly on chemical firms positioned to benefit from the massive AI infrastructure boom. AI is the fastest-evolving technology in history. Given its enormous promise, big tech firms Meta (META), Google (GOOG), Amazon (AMZN), OpenAI, and Microsoft (MSFT) are engaged in an epic race to build the world’s best AI models and infrastructure.

They’ve already spent more than a trillion dollars. This year, they are on pace to spend over $700 billion on AI infrastructure, with more than $3 trillion expected to follow. It’s the largest collective investment effort in all recorded history.

This super boom will benefit well-positioned chemical firms.

The chemicals industry is commonly thought of as an “old economy” business that produces products such as plastics, paints, solvents, cleaners, and pesticides. However, some chemical firms are involved in “brand new economy” activities related to AI.

The chemicals industry sits upstream of almost every physical component in the AI stack: from the specialty gases and materials used to manufacture semiconductors to the high‑purity solvents, coatings, coolants, flame retardants, and advanced polymers that make modern data centers possible.

Every AI server relies on a long chain of ultra-specific and ultra-pure chemicals. As AI usage explodes, the need for more chemicals and more sophisticated, higher-purity ones increases.

In our March 6 issue, we named Chemours (CC),Element Solutions (ESI), and Entegris (ENTG) as chemical companies poised to benefit from surging AI-related “demand shocks.” Chemours, for example, recently reported a 37% year-over-year surge in its quarterly Opteon refrigerant sales… driven by AI data center cooling demand.

But don’t take our word on the bull case for AI chemicals. Take the market’s word. It knows far more about the chemical business than I or anyone else. Since our March 6 note, Chemours has soared 56% (a pace greater than 300% annualized) and recently hit a new one-year high. Element Solutions and Entegris have leaped 20% and 22%, respectively. Both recently registered new multi-year highs.

In other words, the trend in AI chemicals is up.

AI is the fastest-evolving technology in history. Big tech firms are spending record amounts of money to fuel its progress. This will continue to create big “demand shocks” and investment opportunities. The next one could happen in the chemicals industry.

Market Notes

• Our recommendation to ignore the AI bears and stay long the AI boom continues to pay off. Leading memory player Micron (MU) just reached another new all-time high today, along with semiconductor manufacturing giant Taiwan Semiconductor (TSM).

• Our March 20th recommendation to own semiconductor equipment stocks is delivering. Amkor (AMKR), MKS Incorporated (MKSI), and Cohu (COHU) reached new highs today.

• Our October 7th recommendation to invest in the power grid upgrade remains a winner. Powell Industries (POWL) just hit a new high. It’s now up an incredible 311% over the last year.

• Search engine/AI dominator Google (GOOG) reached an all-time high today. This is a bullish sign for all of technology.

• Our September 2025 recommendation to own oil and gas stocks continues to pay off. The S&P Oil and Gas Equipment & Services ETF (XES) is up a gigantic 71% since our recommendation and just hit a new all-time high.

Regards,

Brian Hunt
Editor, Money & Megatrends

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