The Hidden AI Stocks Fueling a Defense-Tech Boom

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From battlefield bots to self-driving cabs, AI is rewriting the rules – and a handful of overlooked stocks could deliver life-changing gains.

Most investors still treat AI like a buzzword. But as sovereign nations pour billions into AI-run defense systems and tech giants reimagine transportation with autonomous fleets, the stakes – and upside – are higher than ever. If you’re only looking at Nvidia (NVDA), you’re missing the real alpha.

Start with defense. Sovereign AI – AI developed and controlled by nation-states – is becoming critical infrastructure. These systems run everything from missile guidance to energy grids, and the companies building them are booming. Kratos Defense & Security Solutions (KTOS) is a prime example. We flagged it early in our Breakout Trader portfolio. Back in December 2022, it traded at $10. Today, it’s pushing $40 – a 4x return as global instability drives military budgets into overdrive.

But KTOS is just the beginning. As executive crossovers emerge – like leaders from Meta (META), Palantir (PLTR), and OpenAI being sworn into military reserves – it’s clear: the fusion of defense and AI isn’t speculative. It’s happening now.

On the civilian front, AI is disrupting transportation. Autonomous vehicles will fundamentally shift how Americans work and commute. That means new winners in software, sensor tech, and logistics. Think Tesla (TSLA), sure – but also the suppliers building the hardware and platforms behind the scenes. The rise of AI-driven design, holographic interfaces, and productivity-on-the-go (think AR glasses turning your car into a mobile office) will create entirely new sectors.

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Yes, most investors are still stuck in the past – thinking about car ownership, human-driven logistics, and a 9-to-5 world. But with self-driving fleets, remote work, and AI-managed logistics networks, we’re heading into a post-car-ownership economy. That’s a $7 trillion disruption hiding in plain sight.

We’ll continue tracking the AI arms race, both in defense and daily life. The biggest gains will go to those who act now, before Wall Street wakes up. Watch this week’s podcast as we spotlight the AI stocks most likely to lead this transformation.

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Sincerely,

P.S. We think the biggest AI stock winners of the next few years will come from a sector driven by powerful inferencing. It’s one that Elon Musk is obsessed with… that President Trump has recently shown interest in… one that even the late, great Steve Jobs wanted to bring to fruition; his ‘Final Vision.’

Jobs was one of the most successful and innovative tech visionaries of our time. He was known for his impressive ability to ‘see around corners.’ And while he may have been early to the party during his lifetime, a different innovator – Tesla’s Elon Musk – has picked up his old torch and is bringing Jobs’ dream to life.

We’re confident that this niche of the AI industry will transition from obscurity to ubiquity over the next few years. As it does, the stocks at the epicenter of this niche could become 10X winners.

And with a major announcement slated for July 21, Musk may be about to hit the gas in a big way. That’s why we just held an urgent briefing all about this ‘Final Vision’ and how to get positioned for the potentially massive profits to come.

Learn about the future Steve Jobs saw coming.