RJ Hamster
America’s New Industrial Push Has a Timeline — and…
Eric Fry
Editor, Smart Money
DAILY ISSUE
America’s New Industrial Push Has a Timeline — and It’s Short
Editor’s Note: Eric Fry, here. Markets have always been unpredictable, but as we move into 2026, the landscape feels fundamentally different…
Extreme concentration and record highs are accelerating, and the market has responded accordingly with sharp swings.
Today, my colleague Luke Lango will explain further why 2026 may not be “business as usual” like we’re used to… and more about a coordinated, government-backed push to secure America’s leadership in AI and critical technologies.
For Luke’s full breakdown of what’s unfolding, including the timeline and where the pressure points may form, you can watch his new free Genesis Mission broadcast right here.
Take it away, Luke…
The American free market has officially closed for renovation.
And when it reopens, it won’t look anything like the one we once knew.
We are sprinting toward a corporate-state hybrid that looks less like 1980s Wall Street and more like 1942… when Detroit stopped making Buicks and started building B-24 bombers.
But instead of building planes, we’re building AI data.
And the Trump administration isn’t just supporting companies. It’s buying equity in them.
In just the past few months, the White House has taken…
- A 10% stake in Intel Corp. (INTC) by converting CHIPS Act grants…
- A 15% position in rare earths supplier MP Materials Corp. (MP)…
- A 10% stake in Trilogy Metals Inc.(TMQ)…
- And a 10% stake in Lithium Americas Corp. (LAC).
After MP announced its partnership with the Department of Defense on July 10, 2025, the stock shot up 100% in just seven days. From peak to trough over the past six months, MP gained close to 230%.
Now, take a look at TMQ before and after the Trump administration invested $35.6 million in the company:
From October 6, when the government invested in TMQ, to October 14, the stock shot up 407%! Even if you missed that initial surge, it’s still up 200%-plus since.
Then there’s LAC stock, which saw a surge of 140% a mere day after reports emerged that the Trump administration was seeking a 10% stake in the miner. From peak to trough, LAC surged nearly 230%.
But these gains in these companies were just the appetizer.
The main course is the Genesis Mission.
So, let’s dig into what the Genesis Mission is… why I believe it’s the single most important investment theme of 2026… why traditional analysis will fail you here…
And how to position your portfolio beforethis transformation becomes obvious to everyone else.
Because once it does, the easy money will be gone.
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America’s Manhattan Project for AI Dominance
On November 24, President Trump signed an executive order launching the Genesis Mission. The financial media (still obsessing over quarterly earnings and Fed policy) referred to it as an “AI initiative.”
But the Genesis Mission isn’t about building a better chatbot. It is the Manhattan Project for AI.
It’s an acknowledgment by the White House that “letting the market decide” is how you lose a war to a command economy like China.
China doesn’t wait for a startup to secure funding to build a fusion reactor. It just builds it. Nor does it rely on market forces to secure its antimony supply. It seizes the mines instead.
That’s why the Trump administration has looked at Beijing and said, “Fine. Two can play at that game.”
Led out of the Department of Energy, the Genesis Mission will do the following:
- Centralize Scientific Data
- The DOE is nationalizing the world’s largest scientific datasets.
- Weaponize AI
- These datasets are being fed into massive, state-run AI models trained on government supercomputers to solve physics and engineering problems that would normally take decades.
- Compress Timelines
- The goal is to shrink 10 years of research and development into 10 months.
- Pick Winners
- The government will identify the companies critical to this mission, fund them, provide them with the AI, and – crucially for investors like us – likely buy equity in them.
This is a total mobilization of the U.S. industrial base. And it is targeting six strategic industries.
Only Six Sectors Matter in 2026
The Genesis Mission identifies six specific industries that will determine whether America remains a superpower or becomes a vassal state.
These are the only sectors that matter in 2026:
- Biotechnology – AI-trained scientific foundation models to compress drug and materials discovery from years into months.
- Critical Materials – AI-driven discovery, mining, and processing of rare earths, lithium, uranium, and antimony.
- Nuclear Fission and Fusion – Reliable, 24/7 energy to power AI supercomputing at national scale.
- Quantum Information Science – Solving problems classical AI cannot: optimization, simulation, cryptography.
- Semiconductors and Microelectronics – Domestic control of the chips that run AI, robotics, and defense systems.
- Advanced Manufacturing (Robotics and Automation) – Robotic labs and automated factories that turn AI designs into physical output.
This is the modern Manhattan Project. And Washington has already pressed “go.”
Your 270-Day Investment Window
The White House is not wasting time here.
The Genesis Mission executive order sets an aggressive timeline with specific deadlines, starting from November 24, 2025:
- 60 Days (Q1 2026):
- The Secretary of Energy must submit a list of at least 20 specific challenges to solve within those six industries.
- 90 Days (approx. February 22):
- Identify all available supercomputing and cloud resources that can be added to the platform.
- 120 Days (approx. March 24):
- Identify the initial datasets and models to be used.
- Develop a security plan for bringing in data from outside the government (e.g., universities and businesses).
- 240 Days (approx. July 22):
- Review capabilities for “robotic laboratories” and automated manufacturing facilities.
- 270 Days (approx. Aug. 21):
- Go Live: The “American Science and Security Platform” must demonstrate “initial operating capability” for at least one of the identified challenges.
- 1 Year (November 24, 2026):
- The secretary must submit a full report on progress, user engagement, and scientific outcomes.
As far as Washington goes, that’s an all-out sprint…
The Only Trade That Matters in 2026
The U.S. government is no longer a referee. It’s an activist investor.
And now we know its playbook:
- Identify a strategic bottleneck inside one of the six pillars.
- Back the company that solves it — with grants, contracts, regulatory fast-tracking, and often equity.
- Let the market reprice the stock violently.
We’ve already seen this pattern with Intel, MP, Trilogy Metals, and Lithium Americas… all of which doubled or tripled quickly after federal cash moved in.
And the Genesis Mission expands that playbook across six entire industries.
Essentially, it’s a government-issued roadmap showing exactly where trillions of dollars in U.S. capital are about to flow.
Just like the Manhattan Project… just like the Apollo Program… the government is building a national fortress — and selecting the companies that will form its foundation. Those companies will define the next cycle.
That’s why the smartest strategy for 2026 isn’t stock-picking based on macro guesses or Fed-watching…
It’s about aligning your portfolio with the Genesis Mission’s six industrial pillars. Ignore the noise about interest rates, GDP prints, or consumer sentiment. In 2026, there is only one balance sheet that truly matters: the federal government’s.
And Washington is preparing to deploy staggering sums – through grants, guaranteed contracts, regulatory fast-tracks, and direct equity stakes – into a very specific set of industries and companies.
Will you be positioned before the capital floods in… or will you be chasing headlines after the easy money is gone?
Because this is no longer theoretical. Here’s just one example…
The National Nuclear Security Administration has issued a Request for Information titled “Transformational AI Capabilities for National Security.” Execution is underway. Contracts are being shaped. Funding priorities are being finalized.
This confirms what insiders already knew: This is a production program, not a research project.
If you want to understand how the Genesis Mission will unfold… which companies Washington must back first… and where the real asymmetric gains are forming before institutions move…
Watch my free Genesis Mission briefing now.
Once the contracts are announced and the capital hits, the market won’t wait for you.
Miss it and you’ll spend the next decade reading about gains you could have positioned for today.
Watch my broadcast today to get prepared for what’s coming.
Regards,
Luke Lango
Luke Lango
Editor, Hypergrowth Investing
