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Don’t Let the “Uncertainty Pandemic” Derail Your Investing

By Louis Navellier, Senior Analyst, InvestorPlace

There’s an “uncertainty pandemic” on Wall Street right now.

On their most recent earnings call, 84% of S&P 500 companies used the word “uncertainty” – the highest level since the depths of the Covid crash.

Moody’s cited it as a key reason for its recent downgrade of U.S. government debt.

And in April, the Fed mentioned “uncertainty” 80 times in its economic commentary. That’s up from just 11 mentions a year earlier.

If you’ve been paying attention to the markets, you’ve probably heard it too – in headlines, on social media, and from TV’s talking heads.

You may even feel it yourself… that urge to sit on the sidelines and wait for “clarity.”

I get it…

But I’ve been a professional investor for more than 45 years. And I’ve been writing newsletters to folks like you since 1980.

I’ve uncovered 175 different stocks that soared 1,000% or more. They include Nvidia before it gained 6,300%, Amazon before it gained 8,000%, and Microsoft before it gained 60,000%.

I’ve seen just about every kind of market you can imagine. And I’ve never seen one that didn’t present opportunities to make triple- and quadruple-digit gains.

So, if you feel paralyzed about all the talk of uncertainty, I get it. But as I’ll show you today, there are three major market developments that are actually quite certain.

It all has to do with a policy framework from President Trump tracking for months that I call “Liberation Day 2.0.”

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Certainty No. 1: Tax Liberation

Last week, President Trump’s “Big, Beautiful Bill,” a sweeping legislative tax proposal, passed the House. It includes three key reforms…

• Permanent middle-class tax cuts – It lowers the individual income tax rate. For example, the 15% bracket is dropped to 12% and 25% is lowered to 22%. There are also no taxes on tips or overtime – one of President Trump’s campaign promises.
• Expanded family and child benefits – The child tax credit is permanently set at $2,000 per child. There are also new MAGA savings accounts, with a $1,000 federal contribution for newborns.
• Health and wellness savings expansion – Health savings accounts (HSAs) can be used on more than just doctor’s visits and medications. Americans can apply them toward things like fitness memberships, direct primary care, and spousal flexibility.

And Trump isn’t stopping there… he also wants to use the revenues the U.S. makes from tariffs to cut income taxes for people making $150,000 or less.

This would be the biggest change to the tax code since Trump’s first term, when he passed the Tax Cuts and Jobs Act in 2017.

All we need now is for the Senate to get on board so the Big, Beautiful Bill can become law.

Certainty No. 2: Tech Liberation

AI will continue to gobble up ever more electricity. Here’s why I’m so confident

Last November, Nvidia released its Blackwell chip. It’s an AI platform that’s 3X to 4X faster than its predecessor. And it’s a power hog, with each B200 GPU unit consuming 1,200 watts, roughly what a household toaster needs. (Its predecessor used 700 watts.)

These power-hungry Blackwell chips will replace the older generation Hopper chips. That means AI consuming more power and further straining an already tight U.S. energy grid.

Meanwhile, AI developers show no sign of lifting their feet off the gas pedal.

Last month, OpenAI launched its latest GPT-4.1 model. It’s roughly 20% better at coding than its predecessor GPT-4o. The firm followed up this month with a new AI coding agent, Codex, a powerful tool that can write code, fix bugs, run tests, and answer questions.

Not to be outdone, Alphabet unveiled a suite of AI-powered products at its I/O developer conference last week. This included a new series of AI models, AI-generated movies, next-generation smart glasses, and AI-powered wearable devices.

And Google revealed a new AI model, code-named “Deep Think,” that is more than twice as accurate as OpenAI’s best models at certain tasks.

That means power-generation firms will continue to see strong demand… and deliver growing profits to their shareholders.

Certainty No. 3: Energy Liberation

On President Trump’s first day in office, he signed three new executive order to “unleash America’s affordable and reliable energy and natural resources”:

• Executive Order 14154, Unleashing American Energy – This order boosts energy independence and economic growth. It prioritizes expanding energy production on federal lands and offshore, increasing domestic mining of critical minerals, and ending the electric vehicle mandate to promote consumer choice. It also demands a review of regulations that hinder energy development.
• Executive Order 14156, Declaring a National Energy Emergency – This declares a national energy emergency and directs federal agencies to use emergency powers to increase energy development. This includes identifying and using domestic energy resources, streamlining leases and permitting processes, and expanding energy infrastructure. The goal is to make the U.S. more energy independent.
• Executive Order 14153, Unleashing Alaska’s Extraordinary Resource Potential – This expands resource development in Alaska. It focuses on boosting energy production, streamlining permits, and advancing infrastructure like pipelines and liquified natural gas exports. It also restores oil and gas leasing in the Arctic National Wildlife Refuge and directs agencies to remove regulations that hinder development.

These three initiatives will have the largest long-term impact on this country’s wealth and prosperity.

In America, we’re sitting on over $100 trillion worth of energy and natural resources. That’s almost four times larger than our annual GDP and three times larger than our national debt.

We can wipe out the national debt three times over just by tapping into the assets we have buried in our own backyard. This would be a game-changer for our economy.

All Part of President Trump’s Liberation Day 2.0

This tax liberation, tech liberation, and energy liberation are part of Trump’s three-part economic plan, which I call Liberation Day 2.0.

And the president just last week signed a series of executive orders with the goal of “re-establishing the U.S. as the global leader in nuclear energy.”

These aim to increase U.S. nuclear energy capacity from 100 gigawatts to 400GW by 2050 and to “have 10 new large reactors with complete designs under construction by 2030.”

One of my favorite ways to play this is Vistra (VST).

This Irving, Texas-based company is one of the biggest power generators in the country – with about 37,000 megawatts of power generated from natural gas, nuclear, solar, and battery storage facilities.

And last March, it completed a $3.4 billion deal to acquire Energy Harbor, making it the second-largest American nuclear power provider.

So, it’s definitely a stock to consider as a way to play Trump’s plan. But it’s not the only way to profit.

I shared more ideas during my Liberation Day 2.0 Summit earlier today. I discussed…

• The three sectors I expect to dominate during the next phase of Trump 2.0 – and a top-ranked “buy” pick for each sector
• The sectors that will suffer the most as we transition to the new Trump economy – and 10 stocks my Stock Grader system and I say to avoid and/or sell now
• The strategy I’m using to help my readers target $2,500… $5,000… even $10,000 paydays
• The details on my proprietary Stock Grader system that’s helped me beat Wall Street at its own game for nearly five decades.

Watch the replay here now.

Sincerely,

Louis Navellier hereby discloses that as of the date of this email, that he, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corporation (NVDA)