RJ Hamster
An incredible new development… American consumer stocks power to…
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Editor’s note from Matt Weinschenk: Right now, we’re in one of the most explosive periods of wealth creation in market history.
Technology is advancing exponentially. New industries are developing at a rapid pace, while old ones are being replaced just as quickly.
Companies are reaching billion-dollar valuations in months rather than decades.
It’s all moving so fast, it’s no wonder that so many struggle to figure out where to focus and continue to underperform the market.
That’s why I’m happy to share an extra essay today from a brand-new free e-letter called Money & Megatrends.
The Money & Megatrends e-letter focuses on identifying the major forces reshaping the global economy – and spotting the moments when capital starts pouring into them.
In the essay below, Editor Brian Hunt shares three market megatrends with significant upside momentum and how they can be leveraged to grow your wealth.
Brian shares this kind of content every day the market is open in Money & Megatrends. Click here to sign up to get it in your inbox every day – absolutely free.
I know you’ll enjoy this content as much as I do.
Keep an eye out for your regular Stansberry Digestissue later today.
Matt Weinschenk
Today’s Money & Megatrends issue in preview:
- An incredible new development… American consumer stocks power to new all-time highs.
- Meta’s “power move” highlights one of the world’s most promising investment megatrends.
- A great way to play the robotics boom
An incredible new development… American consumer stocks power to new all-time highs.
In a move that will confound the average pessimist, consumer spending stocks have powered to new all-time highs.
Over the past five months, I’ve written many pieces on booming transportation stocks, booming steelmaker stocks, booming automaker stocks, and booming financial stocks. They’re all telling us the U.S. economy is doing a heck of a lot better than the pessimists would have you believe.
Many investors obsess over government data such as unemployment figures and the Consumer Price Index. I like to know that data as everyone else does. However, when I want a read on economic activity, I look at what’s happening in the real world. I look at stock prices. I listen to the judge, jury, and executioner of any thesis, any trend, and any claim: The market.
The stock market is the world’s greatest forecasting mechanism. It tends to look ahead 6 -12 months. When an industry is in a recession, its stock prices will rise before the news media announces it is recovering. When an industry seems to be doing well, its stock prices will decline before the news covers its downturn. This is often called “discounting” or “pricing in” the future.
The market’s ability to “price in” the future is on full display right now. Many of the highest-profile U.S. economic reports from the past few weeks say the economy is humming.
This good news was forecasted months ago by soaring transports, steelmakers, automakers, and banks.
That’s all great, but it’s in the past. So, what’s the market forecasting now?
It’s forecasting news that will shock and confound the professional financial pessimists – the ones who believe President Donald Trump or California Governor Gavin Newsom or debt or deficits or high P/Es or this or that will prevent stocks from going up. You know, the guys who have forecasted 28 out of the last 2 bear markets.
This week, the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) hit an all-time high. This ETF is full of consumer spending stocks of all types. Its holdings include Carnival Cruise Line, Chipotle, Marriott International, Ulta Beauty, General Motors, Airbnb, Lululemon, Expedia, Amazon, Home Depot, Nike, Starbucks, Ford, Ralph Lauren, and Hasbro.
It’s an equal-weight fund, so no one dominant company skews returns.
Plus, the companies above serve a big swath of mid-to-upper-level consumers. It’s not heavily reliant on ultra-wealthy spending… or “ultra-poor” spending. Companies in this fund serve good old-fashioned red-white-and-blue American consumers – the ones who drive a $90,000 Chevy Suburban, go on a $5,000 Caribbean cruise, drink a $6 latte, and wear $100 leggings. And it just soared to an all-time high.
I’ve been investing and reading financial research for 28 years. During all that time, I’ve heard many famous pessimists forecast the death of the American consumer. Well, not even the dot.comcrash or the 2008 financial crisis could knock it out. This is why I like to say that in the event of global thermonuclear war, two things will survive. Cockroaches and the American consumer.
The consumer is driving the price of RSPD higher. Soon, you will hear about strong consumer spending in the news. The market says it is coming.
Meta’s “power move” highlights one of the world’s most promising investment megatrends.
This month, Facebook parent Meta Platforms (META) put itself in position to become one of the world’s largest buyers of nuclear power. It struck a series of deals to lock up nuclear-generated electricity to help power its AI ambitions.
Given AI’s enormous promise, the world’s largest and richest companies are embarking on the biggest capex spending cycle in history. Giants like Google, Meta, Microsoft, and OpenAI are spending hundreds of billions of dollars on data centers, AI chips, and other infrastructure components.
All that AI infrastructure is consuming huge amounts of electricity. S&P Global estimates that global electricity demand will increase by nearly 50% by 2040.
Given this outlook, AI companies and their electric power providers are making enormous investments to expand nuclear power capacity. Nuclear can provide vast amounts of “always on, always there” carbon-free baseload power. Bloomberg reports that surging demand will drive $350 billion in nuclear spending in the U.S. by 2050.
I often say you want to live and invest in themes where it is raining money. You want to work and invest in super booms where money is flowing freely. The nuclear power industry is one such area.
On October 13, we highlighted the megatrend in nuclear energy and named the Range Nuclear Renaissance ETF (NUKZ) a “pick to click” for investors.
Investors should do well owning uranium miners (the fuel for nuclear) such as Cameco (CCJ).Companies that supply the nuclear power industry with vital equipment and services are also good bets, including firms such as BWX Technologies (BWXT, nuclear plant design/build), Mirion Technologies (MIR, radiation monitoring), and Centrus (LEU, uranium enrichment).
You can also take the “one click, and you’re done” route with NUKZ or the VanEck Uranium and Nuclear ETF (NLR). Both funds offer diversified baskets of companies in the nuclear power industry.
The 1-year chart below of NUKZ shows that this fund enjoyed a big rally in 2025 but has recently been digesting its gains in a sideways consolidation pattern. Given this trend’s long-term tailwinds, I expect NUKZ and other nuclear bets to break out to new highs soon.
A great way to play the robotics boom
Is the biggest way to play the robotics boom about to reach all-time highs?
It looks like a bet worth taking and that owning Amazon (AMZN) is a good investment strategy.
Over the past 18 months, I’ve urged friends and colleagues to become heavily involved in the robotics megatrend. It is one of the biggest financial opportunities of our lives.
It is a massive, multifaceted trend that will transform the world. It will yield greater factory automation, surgical robots, autonomous cars, autonomous air taxis, humanoid worker robots, and much more. It will allow us to interact with AI every day. Robotics investment is expected to increase by at least 15% annually through the rest of this decade.
Although everyone knows about Amazon, the online retailer, and almost everyone is a customer of it, most people don’t know that Amazon is a giant employer of robots.
Last June, Amazon announced it had deployed its 1 millionth robot across its business. This deployment further solidified Amazon as the world’s largest operator of mobile robots.
Amazon operates more than 1,000 warehouses in the U.S. It ships millions of packages across millions of miles every month. This blizzard of activity can become more efficient and profitable with the use of AI-enhanced robots that don’t complain, don’t take coffee breaks, and don’t ask for raises.
In other words, Amazon is uniquely suited to benefit from a megatrend that will see robots get cheaper, faster, more dexterous, more durable, and smarter.
Far more important than our take on this situation is the market’s take. As you can see in the 1-year chart below, the market likes the bull case for Amazon.
The stock essentially traded sideways in 2025… but has begun to rally. It’s a chip shot away from reaching an all-time high. A breakout to that level would be a loud statement that robots are helping to increase Amazon’s bottom line and market value.
Market Notes
- Tech super giant Google (GOOG) reached a new all-time high today.
- Mega automaker Toyota (TM) and mega construction equipment maker Caterpillar (CAT) reached new all-time highs today. These are bullish economic signals.
- Copper mining blue chip Freeport McMoRan (FCX) reached a new 1-year high today. The bull market in copper continues.
- The Sprott Nickel Miners ETF (NIKL)reached a new 1-year high today. A bull market is emerging here.
- Many aerospace & defense stocks and ETFs reached new all-time highs today. The bull market in defense continues.
- The SPDR Industrials ETF (XLI) reached a new all-time high today. This is a bullish economic signal.
Trend Leaderboards
Top performing themes and trends over the past 3 months
Editor’s note: Matt here again. If you want more of this content every day the market is open, sign up for the Money & Megatrends e-letter by clicking here. It’s absolutely free and can make a significant difference in any portfolio.
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