Legendary money manager Louis Navellier says President Trump is launching a brand-new national investment fund.
This new fund is planning to invest directly into a small corner of the market, which will send three “AI Mineral Stocks” into the stratosphere.
The Teaser
Ever since President Trump signed an executive order directing the creation of a sovereign wealth fund, Louis has been researching how he will make it happen.
The sky is blue, the S&P has returned about 7% year-to-date, and Louis Navellier has put out another stock teaser as fast as a TikTok creator uploading a new post.
We just finished reviewing his Next Generation AI Stocks teaser and his “Trump/AI Convergence” Stocks before that. Louis typically likes to keep his picks under tight wraps, so let's see if this is any different.
Given America's $36 trillion in debt, a sovereign wealth, or as Louis calls it, the “MAGA fund,” seems far-fetched.
After all, where will America find the money to seed this new fund, when it is barely keeping up with interest payments on it's $37 trillion debt?
What Louis and his team of analysts discovered is that America has secret “reserve accounts” spread all across the country.
One in Wyoming has an estimated value of $16.4 trillion.
Another one in Texas is estimated at $1.22 trillion, and there are many more located across the country.
Apparently, these “reserve accounts” are registered with a U.S. government agency that dates back to 1812, which virtually nobody has ever heard of.
Louis is talking about the obscure Federal Permitting Improvement Steering Council.
It's tagline is, Where Projects See Progress, and it is responsible for streamlining the permitting process of critical infrastructure projects.
This is the “MAGA Fund” catalyst and the source is land and natural resources.
From this standpoint, America is one of the richest countries in the world. Blessed with the world’s largest recoverable oil reserves, the largest coal reserve on the planet, and top 10 reserves of copper, rare earth minerals, gold, and silver.
The big opportunity is in stocks that will be targeted by the MAGA Fund for long-term capital appreciation, and Louis has narrowed it down to three of the most promising prospects.
The Pitch
The names of these three stocks can be found in a brand-new report called The Top Three Companies Being Fast-Tracked by President Trump.
It is ours with a subscription to Louis' flagship research service, Growth Investor, which costs $99 to join for the first year (normally $499).
A Paradigm Shift
For decades energy and natural resource companies have been plagued by regulatory uncertainties.
From environmental impact assessments to permits and approvals from multiple federal agencies, and legal roadblocks.
In some instances, it could take up to 10 years for a project to receive the final go-ahead.
Now, this timeline is about to go from years to a matter of days.
Through the establishment of the MAGA Fund, President Trump is not only considering investing directly into natural resource companies to provide them the capital they need, but he’s also removing red tape.
This would be done by granting “emergency status” to some key projects deemed to be of interest to national security.
In some instances, this is already happening.
For example, the Thacker Pass lithium project in Nevada received federal permits in just 89 days, with the ultimate goal being to cut project approval times down to as little as 28 days.
Fast-tracked permits could mean fast-tracked returns.
The Intersection of Artificial Intelligence and Minerals
One of the current administration's other major priorities is ensuring American leadership in artificial intelligence (AI).
In order for this to happen, the country is going to need to produce a lot more electricity, and that, in turn, is going to require huge amounts of natural gas, copper, oil, and uranium.
This is the crossroads of AI and minerals.
Now that the full power of the U.S. federal government is behind mineral companies and AI is driving unprecedented demand, it's obvious where the big money will be made.
Revealing Louis Navellier's “AI Mineral Stocks”
All of the companies teased by Louis have already been granted “emergency status” by the Trump administration, as they’re sitting on reserves of minerals that are critical for America’s future.
The name of one such company is dropped in Louis' presentation and it's MP Materials (NYSE: MP).
It operates the only rare earth mine in the U.S. and recently announced that it received funds from the Pentagon to build America's first fully integrated rare earth metal, alloy, and magnet manufacturing facility.
But this was just an appetizer, what about the main course?
1st Mineral Stock
- This company owns the only domestic source of a specific type of rare earth mineral that’s critical for our military.
- It’s a key component of military-grade ammunition and flame retardants.
- It has already secured almost $2 billion in financing from the federal government.
This sounds like Perpetua Resources Corp. (Nasdaq: PPTA).
- Perpetua's Stibnite Gold Project in Idaho has one of the largest reserves of the critical mineral known as antimony, which is used in various defense applications.
- The company has submitted a formal application to the Export-Import Bank of the U.S. for debt financing of up to $2 billion to construct the Stibnite Gold Project.
2nd Mineral Stock
- This producer is using a new technology to produce lithium.
- It's a tiny company whose shares are trading for less than $5.
There are a few possibilities here, but most are private companies. One that is not, is Standard Lithium Ltd. (NYSE: SLI).
- SLI is using a method known as Direct Lithium Extraction (DLE) to explore for lithium reserves in Arkansas.
- It's stock currently trades for just under $3 per share.
3rd Mineral Stock
- This last company owns one of the largest undeveloped silver-copper assets in the U.S.
- It's a large, well-established company that grew sales by almost 30% last year and it has also paid dividends for 15 consecutive years.
BHP Group Ltd. (NYSE: BHP) is not a perfect match, but it could be the final pick.
- BHP's Resolution Copper in Arizona is one of the largest undeveloped copper projects in the world.
- It is an established, $130 billion company, with a dividend history that dates back to the 1980s.
Make 200%-450% in just a few months?
Most of the stocks cited as examples in Louis' teaser and his potential picks are all up so far this year.
Can the ride continue like taking the scenic route to the airport with traffic?
I can't speak to the sovereign wealth “MAGA Fund” component of this, but Louis is correct when saying that Trump is working to fast track the federal project approvement process and we already know he's all in on AI.
The AI infrastructure build out should be a multi-decade boon for energy and natural resource stocks, and we are still at the initial stage of this.
Upon closer inspection of Louis' picks, MP Materials is the only producer and processor of rare earths in the U.S. and trades like it, as it's shares are not cheap.
Perpetua Resources is still at the pre-exploration phase. Meanwhile, Standard Lithium provides one of the highest upsides, as a small-cap trading at 6x earnings, and BHP is a solid way to protect and grow your money at 12x earnings, with a 5% annual yield.
MP Materials stock is already up some 285% so far this year, so the sensationalist headline isn't so sensational, and such returns could become the norm for all the picks over time.
Quick Recap & Conclusion
- Money manager Louis Navellier says President Trump is planning to launch a “MAGA Fund” that will directly invest in a small corner of the market, sending three “AI Mineral Stocks” into the stratosphere.
- The “MAGA Fund” is Trump's proposed U.S. sovereign wealth fund, whose foundation will be land and natural resources, which are rapidly appreciating thanks to Artificial Intelligence (AI).
- The names of Louis' top three “AI Mineral Stocks” can be found in a brand-new report called The Top Three Companies Being Fast-Tracked by President Trump. A subscription to Louis' flagship research service, Growth Investor is needed to get the report, which costs $99 for the first year (normally $499).
- One warm-up pick was given away in the teaser – MP Materials (NYSE: MP) and based on the clues provided, the “AI Minerals Stocks” could be Perpetua Resources Corp. (Nasdaq: PPTA), Standard Lithium Ltd. (NYSE: SLI), and BHP Group Ltd. (NYSE: BHP).
- All of these names, without exception, have significant upside potential. But the best value for the price being asked today, is Standard Lithium and BHP, respectively.
How long will the energy bull run last? Dust off your crystal ball and drop your best guess in the comments.