Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.

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WHITE HOUSE INSIDER BUCK SEXTON:
“TRUMP’S NEXT MOVE WILL
SHOCK THE WORLD”

Dear Reader,

I just returned from a private interview at the Biltmore hotel…

Where I shared a chilling prediction regarding a major plan currently developing inside the Trump administration.

See, I have had direct access to top-level defense and national security officials… Pete Hegseth, Tulsi Gabbard, Marco Rubio and others…

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And what I learned gave me the chills…

That’s why, today, I’ve decided to give a rare interview breaking down something I believe every American needs to hear – especially investors.

It’s not about tariffs, crypto, or the Fed. Or anything else you’re hearing about ad nauseam from the mainstream press right now.

It’s about a radical move I believe Trump is going to make any day – one that could shock the world.

Because I believe it could single-handedly reshape the global order… dramatically increase U.S. power…  and trigger a massive American market boom the likes of which we haven’t seen in 75 years.

President Trump himself said this is all about one thing…

Igniting what he calls “the most extraordinary boom the world has ever seen.”

This is a rare opportunity, folks.

And I’m bringing it to you on a silver platter… long before anyone else gets wind of it. Take it while you can.  Because once this story and opportunity  hits the mainstream, it could be too late to act.

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Sincerely,

Buck Sexton
Editor, Paradigm Press

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Additional Reading from MarketBeat

Betting on the Backbone: 3 AI Infrastructure Stocks 

Written by Jeffrey Neal Johnson. Published 11/25/2025. 

Key Points

• NuScale Power holds the only certified small modular reactor design and recently secured a commercial agreement to deploy at a massive scale.
• MP Materials has solidified its position as a strategic asset with government pricing support, ensuring revenue and a balance sheet ready for vertical expansion.
• USA Rare Earth is closing the domestic supply chain loop with a key acquisition and remains on track to commission its magnet manufacturing facility early next year.

Many investors remember the dot-com bubble of the late 1990s. During that era, speculative websites with no revenue collapsed, wiping out billions in market value. However, the companies that built the physical infrastructure of the internet—fiber-optic cables, servers and routers—did not disappear. Instead, they became the permanent foundation for the modern digital economy. Today, the artificial intelligence (AI) revolution is approaching a similar turning point.

AI valuations are soaring, but they depend on scarce and rapidly growing physical resources. Unlike the 1990s, when companies built excess fiber-optic capacity and created a glut, the AI era faces a critical shortage of physical inputs. There is plenty of software, but not enough reliable electricity to power data centers and not enough refined rare-earth materials to produce the advanced hardware they require.

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This structural shortage creates a physical floor for investors. While software stocks may remain volatile, the infrastructure required to power them represents a tangible, asset-backed play. Three companies are positioned to capitalize on this power-and-materials trade, serving as a hedge against tech sector volatility.

The New Bandwidth Is Baseload Power

Just as the early internet required massive bandwidth, AI data centers require enormous amounts of electricity. These facilities run around the clock, creating demand for baseload power that intermittent renewable sources like wind and solar cannot provide on their own. That reality has shifted advanced nuclear energy from a niche science project to a utility-scale necessity.

NuScale Power Corporation (NYSE: SMR) is currently the regulatory leader in this space, holding the first and only Small Modular Reactor (SMR) design certified by the U.S. Nuclear Regulatory Commission (NRC).

This regulatory moat recently produced major commercial validation.

In September 2025, NuScale’s partner signed a landmark agreement with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts (GW) of SMR capacity.

Despite this progress, NuScale’s stock price pulled back to around $19.85 following a $750 million at-the-market equity offering in November. While dilutive, the offering strengthened the company’s balance sheet:

• Cash Position: NuScale holds approximately $753 million in cash and investments and has zero debt.
• Revenue Growth: In the Q3 2025 earnings report, revenue rose to $8.24 million, up more than 1,600% year-over-year (YOY), driven by engineering fees.
• Context for the Loss: The company reported a net loss of $532.6 million, but the vast majority ($495 million) was a one-time, non-cash charge related to the ENTRA1 partnership—not cash operating losses.

NuScale’s selection for the U.S. Army’s Janus Program further signals that its technology is relevant to national defense, offering government support that purely commercial tech stocks lack. A new agreement with major shareholder Fluor Corporation (NYSE: FLR) to monetize its stake in an orderly fashion through 2026 also removes a prior overhang of selling pressure.

The Hardware of 2026 Is Rare Earths

In the 1990s, the internet relied on physical switches and routers. Today, the physical side of AI—robotics, drones and advanced data-center cooling systems—depends on high-performance permanent magnets made from rare-earth elements.

MP Materials Corp. (NYSE: MP) is the dominant producer of these critical materials in the Western Hemisphere.

On Nov. 24, 2025, BMO Capital Markets analysts upgraded the stock to Outperform with a $75 price target, citing the long-term value of a non-Chinese supply chain.

MP Materials has deliberately shifted its business model. In the third quarter of 2025, the company stopped exporting raw concentrate to China to comply with U.S. defense contracts. While that reduced total revenue by about 15%, it was offset by growth in higher-value segments:

• Production Records: The company produced a record 721 metric tons of neodymium-praseodymium (NdPr) oxide, a 51% increase YOY.
• New Revenue: MP generated $21.9 million from its new Magnetics segment, demonstrating progress on vertical integration.
• Strong Balance Sheet: The company holds roughly $1.94 billion in liquidity, providing runway to expand while competitors face tighter conditions.

Most importantly, MP Materials benefits from explicit government support. In October 2025, the Department of Defense announced a Price Protection Agreement (PPA) with the company. That agreement establishes a price floor of $110 per kilogram for NdPr and effectively insures a portion of the company’s revenue against market downturns—an advantage many tech names do not have.

The Vertical Challenger: USA Rare Earth

While MP Materials is the established leader, the market is seeking a fully integrated mine-to-magnet alternative—and USA Rare Earth Inc. (NASDAQ: USAR) is positioning itself to fill that gap.

The company reached a major milestone in its vertical-integration strategy by closing the acquisition of Less Common Metals on Nov. 20, 2025.

The deal gives USA Rare Earth immediate metal-making capabilities, closing the operational loop between its Round Top mine in Texas and its magnet manufacturing plant in Oklahoma, which is on track to be commissioned in the first quarter of 2026.

USA Rare Earth’s stock has come under heavy pressure, dropping about 48% over the last 30 days.

Much of that decline appears to be technical rather than fundamental. On Oct. 30, the company issued a notice to redeem outstanding warrants with a Dec. 1, 2025 deadline, forcing warrant holders to either exercise their rights to buy stock (bringing cash into the company) or sell the warrants. Such a notice often creates temporary selling pressure.

After the Dec. 1 deadline, that artificial selling pressure is expected to ease. Fundamentally, the company has strengthened its balance sheet with a recent $125 million equity investment and an additional $163 million raised from warrant exercises.

With more than $400 million in cash and clear progress toward production, the current share price may reflect a discount to underlying value.

Buying the Foundation, Not the Facade

The AI-bubble headlines focus on valuations, not on physical usage. Even if software valuations fall, the physical consumption of energy and materials required to run AI models is on an upward trajectory. Data centers cannot operate without power, and robots cannot move without magnets.

NuScale Power, MP Materials and USA Rare Earth are unavoidable toll booths on the road to an AI economy. Whether through the atoms of nuclear fuel or the magnetic pull of rare-earth minerals, these companies provide essential inputs for the next decade of growth.

They combine upside exposure to the AI economy with tangible asset protection and explicit government support. In a market shaken by questions about the durability of digital hype, the most durable bets may be on the foundation rather than the facade.

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