Market strategist Addison Wiggin says the Trump administration is getting ready to do something no government has done since the 1940s.
Nationalize a strategically important company that also happens to control the most powerful artificial intelligence agent ever created, and the one and only way to profit is by buying into some “Anthropic Exposure Stock Plays.”
The Teaser
Trump, artificial intelligence, and a 109-year old law.
Investment newsletter industry heavyweight Addison Wiggin is the founder of Agora Financial and more recently, the Grey Swan Investment Fraternity, which combines economics, politics, and financial market insights.
We have previously covered his 50-Year Super Deal Stocks and #1 Uranium Stock teasers, among others.
Artificial intelligence and it’s current overlords have been all over the news lately, conspicuously calling for more regulation, lest AI kill us all.
Addison thinks they may get it, just not in the way they want.
The $900 billion AI company at the center of the teaser is of course Anthropic, whose latest ‘Mythos’ AI agent is only available to select clients, like the U.S. Federal government, under a trusted access program.
This level of precaution became necessary after the agent hacked into the NSA’s Cyber Command systems earlier this year. Allegedly, it is capable of doing a whole lot worse, although such alarmist claims have yet to be verified.
Nonetheless, if true, such an AI agent would have major implications on cybersecurity and defense, among other things.
In Addison’s analysis, it could warrant invoking 40 Statute 411 of the Trading with the Enemy Act of 1917, which would give the U.S. government wartime powers to ensure critical resources are not being funneled to enemy nations.
However, Addison believes Trump could use the statute to make an unprecedented move, and he’s identified a few ways to profit before an announcement hits the mainstream.
The Pitch
Five ways to get direct exposure to Anthropic are named in a special report titled “5 Ways to Claim Your Stake in Anthropic Before Trump’s Big Move.”
The report, along with a few bonus editorials, can be ours if we join The Grey Swan Investment Fraternity at a cost of $49 for the first three months.
The Largest Federal Acquisition of a Private Company in U.S. history?
Every signal coming out of Washington points to one outcome…
An eventual nationalization of Anthropic, possibly coming in the following weeks and months.
What makes Addison so sure?
He points to five tell-tale signs hiding in plain sight, starting with:
1. The Pentagon Supply Chain Risk Designation
Anthropic formally got slapped with this dubious designation back in March.
It effectively bars government contractors from using Anthropic’s technology in their work for the U.S. military.
Addison calls this a chess move on the part of the Trump administration to get Anthropic to the negotiating table.
2. The Bessent Meeting
On Friday April 17th Anthropic CEO Dario Amodei met with Treasury Secretary Scott Bessent.
Afterwards, the pow wow was described as “focusing on collaboration opportunities.”
Given that the meeting took place with Trump’s “deal guy” and not Pentagon or Department of War officials, Addison took it to mean they are collaborating on something more than just a working relationship.
3. The NSA Use Case
Despite the Pentagon ban, the National Security Agency (NSA) never stopped using Anthropic’s Mythos AI agent.
This carve-out from the ban could be because Mythos is actively being used in ongoing ‘sensitive’ military operations and the success of those missions depend on the advanced agent, strengthening the argument for deeper integration.
4. The Two Men Running the Takeover
Howard Lutnick and Scott Bessent.
Together, these two have structured and executed every one of the Trump administration’s private market deals.
The playbook has been tried, tested, and proven true, now it could be honing in on it’s biggest target yet.
5. The Pentagon is now a Venture Capital Firm
Alright, so this isn’t entirely factual.
Despite the headline, the Pentagon remains the HQ of the Department of War, for the most part.
However, as the Under Secretary of War, Emil Michael, put it in a podcast interview last December, his job is partly to:
Incubate a fleet of new companies that could rival the likes of Lockheed Martin, Northrop Grumman, and others
To this end, the DoW’s Office of Strategic Capital (OSC), is actively deploying capital into defense-related innovations, including AI.
Five signals, a strategic industry (AI), and a dominant company that could soon have a new majority shareholder. But how can we profit from such a potentially market-moving announcement?
Revealing Addison Wiggin’s Anthropic Exposure Stock Plays
Flaws in computer code.
This is what Anthropic’s Mythos was built to find and what makes it critical to national security.
Addison says there is a backdoor way to in-directly invest in Anthropic, which remains privately-held, via the Ark Venture Fund (Nasdaq: ARKVX).
This is the freebie pick, that Addison makes well into his hour-long video presentation. But three more ways to gain exposure are also teased:
- One mega-cap holding the largest known stake in Anthropic.
- An American bank that routed capital to Anthropic through it’s national security investment desk.
- A publicly-traded fund that owns direct stakes in Anthropic, OpenAI, SpaceX, and 97 other private technology companies.
The first is Amazon.com Inc. (Nasdaq: AMZN), which owns an estimated 21% of Anthropic as of mid-2026. More than Alphabet’s 14% stake and more than any other pub co. or fund.
Next, not every bank has a ‘national security investment desk.’ So this one was pretty easy to track down, it’s JP Morgan Chase & Co. (NYSE: JPM). It is the only bank with access to Anthropic’s Mythos AI agent as part of the Project Glasswing initiative.
Lastly, since Addison already gave us the Ark Venture Fund, this sounds like the Destiny Tech100 (NYSE: DXYZ). Anthropic is it’s single largest holding, making up approximately 14.4% of the fund, and it also owns stakes in SpaceX and OpenAI, with the explicit aim of direct ownership in 100 private technology companies.
Windfall Profits from Government Investments?
A year and a half, $27.6 billion, 37 minority equity investments.
Since the start of his second term in January 2025, this is the scorecard of the Trump ‘presidential portfolio.’
A minor portion has been allocated to private deals, but setting those aside, when treated like an index, the overall performance has been better than most active fund managers, up around 300%.
Obviously, this is skewed by the performance of the admin’s $9 billion Intel stake, it’s largest, but the point still stands. Simply following the admin’s investments would have netted an above-average gain.
Unfortunately for Addison, Anthropic just filed it’s prospectus to go public, rendering his nationalization thesis as useful as square planks for bike tires.
Question is, do any of his picks make make sense as stand-alone investments?
None are delivering the “venture capital-like returns” promoted throughout the teaser, but if Amazon’s AI investments, including Anthropic, pay off, it could end up being a bargain at 20x current earnings.
Quick Recap & Conclusion
- Market strategist Addison Wiggin believes the Trump administration is getting ready to take the unprecedented step of nationalizing a strategically important company and the one and only way to profit is by buying into some “Anthropic Exposure Stock Plays.”
- Addison made the case for a nationalization of Anthropic in the coming weeks and months, from national security risk to the Trump administration’s penchant for private investments.
- Five ways to get direct exposure to Anthropic before such an event are named in a special report titled “5 Ways to Claim Your Stake in Anthropic Before Trump’s Big Move.” To get it, we would need to join The Grey Swan Investment Fraternity at a cost of $49 for the first three months.
- We were able to reveal three of Addison’s five picks along with a freebie, they are Amazon.com Inc. (Nasdaq: AMZN), JP Morgan Chase & Co. (NYSE: JPM), Destiny Tech100 (NYSE: DXYZ), and Ark Venture Fund (Nasdaq: ARKVX), respectively.
- Anthropic is going public rather than getting nationalized, so there’s no need to buy an indirect stake to get exposure to it.
Will you be buying the Anthropic IPO? Let us know in the comments.