On January 20th, Donald Trump begins his second term, and one of the first things he will do is sign “Executive Order 001.”
This will set off the race for Artificial Super Intelligence (ASI), which will send a handful of stocks through the stratosphere.
The Teaser
In America’s nearly 250-year history, what is about to take place, has only happened three times.
Ian King is a former hedge fund manager with over two decades of experience whose personal domain name is pretty cool – iankingguru.com. We have previously exposed his Bitcoin Fourth Halving Crypto Trades and more recently, his “AiPhone” Stocks.
But before digging into the fallout of Executive Order 001, let's first find out what the heck it is.
According to the AP, President-elect Trump has more than 100 executive orders ready to be announced on day one.
However, the outgoing Biden administration may have just stolen some of his thunder.
An executive order signed on January 14th directs federal agencies to make sites available for AI data centers and new clean power facilities.
It is hoped that this will facilitate their connection to the electric grid and help speed up the permitting process.
Whether the incoming administration keeps or rescinds this new order remains to be seen, but it's very likely that Trump has something even BIGGER planned.
Trump's New Manhattan Project
The 2023 blockbuster film Oppenheimer, made the infamous Manhattan Project famous.
The research and development project involved three countries, cost $2 billion (equivalent to more than $27 billion in today's fast-depreciating money), and produced the first nuclear weapons.
It was the end product of an arms race to develop an atomic bomb before Nazi Germany.
However, it's not the only time such a technological escalation occurred:
- The Cold War, which kicked off a global arms race
- The Space Race in the 1960s that cost the US $25 billion or more than $110 billion when adjusted for inflation
Ian speculates that Trump's Executive Order will start a race to dominate the next phase of AI called Artificial Super Intelligence (ASI), and there are seven companies the U.S. government is counting on to develop it.
The Pitch
One report reveals Ian's complete portfolio of ASI stocks and it's called Trump’s $113 Billion ASI Portfolio.
It is ours with a subscription to the Strategic Fortunes newsletter, which costs $49 for the first year.
The offer comes with a 30-day money-back guarantee, two more special reports, access to a model portfolio, containing every stock on Ian's Buy Now list, a free e-letter, with the most disruptive ideas and opportunities from the world of high-tech, and more.
What in the World is ASI?
The answer to this question is both terrifying and exciting.
It starts with a Department of Defense report that sent chills through the Senate.
The report in question is the 2023 briefing on the Military and Security Developments Involving the People's Republic of China.
What is outlined within, is China's master plan to dominate the world with ASI.
One specific sentence found on page 169 of the report is clear:
“China is a global leader in AI technology and aims to overtake the West in AI R&D by 2025 to become the world leader in AI by 2030.”
China has prioritized the advancement of next-generation artificial intelligence and assesses that advances in AI and autonomy are central to intelligible warfare.
That's exactly what ASI is…AI that is smarter than every human on Earth.
Simply put, ASI will be the most powerful technology and the most powerful weapon ever developed.
Trump knows this and it's why he's going all out to win.
So, as soon as Trump is inaugurated, he's going to put the full might and resources of the United States into ASI.
This means that at least $113 billion will be funneled into a handful of domestic companies that will “deliver the goods” when it comes to ASI.
Let's find out what they are.
Revealing Ian King's ASI Stocks
After four months of research, Ian has come up with seven AI companies that lucrative, billion-dollar government contracts will soon flow to.
Here is what we know about them.
Stock #1: The Body Behind ASI
- A tiny defense tech firm
- Has built the world's first fully autonomous AI pilot
This led me to a private company called Shield AI. However, Shield's autonomous AI pilot was built for Kratos Defense & Security Solutions (Nasdaq: KTOS) XQ-58 Valkyrie fighter jet.
Stock #2: The Brains Behind ASI
- Its AI software is successfully being used to narrow down targets for strikes
- Has already locked in $2 billion worth of contracts to help build ASI
- Holds more than 1,557 patent grants and applications worldwide
The company here is not so tiny, it's Palantir Technologies Inc. (Nasdaq: PLTR). Palantir's patent portfolio stood at 1,557 patents a few years back and has grown since. Similarly, its AI targeting tech has been used by the US military to conduct airstrikes.
Stock #3: ASI's Central Nervous System
- The company designs and develops the semiconductor chips that are critical to ASI
- Its latest memory chips are called “1-alpha”
- It has been earmarked to receive as much as $6 billion in federal chip grants
The second clue gave it away. Ian is talking about Micron Technology Inc. (Nasdaq: MU). Micron's 1a (1-alpha) chips have been dubbed the world's most advanced Dynamic Random-Access Memory (DRAM) chips.
Stock #4: The Power Behind ASI
- The company is a quantum energy power producer
- It is doing so through the provision of nuclear solutions that cost a fraction of traditional nuclear power plants
Ian's pick here could be BWX Technologies Inc. (NYSE: BWXT). No way to be sure, but BWX fits the description as a “leading supplier of nuclear components and fuel to the U.S. government and the commercial nuclear power industry.”
Stocks #5-7: The Backbones That Make ASI Work
These are all lumped together with only a single clue given for each.
Stock #5: A specialized power company and one of America's best power storage companies.
Loads of possibilities here, but companies like Energy Vault Holdings Inc. (Nasdaq: NRGV) are what Ian is teasing.
Stock #6: An AI logistics company with millions in Dept. Of Defense contracts.
C3.ai Inc. (NYSE: AI) could be the pick given the applicability of its AI software to the supply chain and millions in DoD contracts.
Stock #7: A tiny company that designs, manufactures, and installs mission-critical equipment in facilities that ASI needs to operate.
Vertiv Holdings Co. (NYSE: VRT), which supplies equipment that powers data centers is a real possibility here.
The Buying Opportunity of the Century?
There is one thing that is undeniable about Ian King's presentation.
Artificial General Intelligence, Artificial Super Intelligence, or whatever name you want to call it, could arrive within the next five years.
After that, all bets are off, and we could see an exponential explosion in intelligence. In other words, AI will be training AI.
Against this backdrop, getting into AI now could be like investing in internet infrastructure stocks in the early 90s.
A once in a few decades buying opportunity at the very least, if not once in a century.
However, are Ian's picks the best way to play it?
Kratos Defense & Security Solutions: For fiscal year 2025, Kratos is forecasting base case revenue growth of approximately 10%. For a stock with a forward price/earnings of over 50x, such growth is underwhelming.
Palantir Technologies Inc: The best-performing stock in the S&P 500 in 2024. Given its positioning and ties to the incoming Trump administration, it likely keeps appreciating despite its sky high valuation.
Micron Technology Inc: High bandwidth memory is essential to AI's growth and Micron is reasonably priced at only 30x current earnings.
BWX Technologies: A capital-intensive, highly-regulated business. BWX faces a tough slog to build nuclear reactors, but it does have above-average growth prospects over the long term.
Quick Recap & Conclusion
- Ian King believes a race for Artificial Super Intelligence (ASI) is about to kick-off, sending a handful of stocks through the stratosphere.
- This is based both on the rapid development of AI and President Trump signing an executive order investing as much as $113 billion to develop ASI first.
- The U.S. government is counting on seven companies to accomplish this and their names are revealed in a special report called Trump’s $113 Billion ASI Portfolio. It is ours with a subscription to the Strategic Fortunes newsletter, which costs $49 for the first year.
- We were able to reveal four of these seven picks for free as Kratos Defense & Security Solutions (Nasdaq: KTOS), Palantir Technologies Inc. (Nasdaq: PLTR), Micron Technology Inc. (Nasdaq: MU), and BWX Technologies Inc. (NYSE: BWXT), while speculating about the rest.
- All of Ian's picks have 10x potential or greater, but the best risk/reward bets today are Micron and BWX.
Will ASI become a reality by 2030? Give us your predictions in the comments.