2026 Prediction: AI Trade Dies; Money Flows Here...

Dear Investor, "Will AI still be the hot trade in 2026?" That's a question I've been asked a lot in the past month. The bad news is that I think the AI trade is taking a breather right now. At least until the technology advances a bit further. The good news is I think there's a stronger setup in play for 2026: The "America First" trade. Let me explain why. On July 4th, Trump's so-called "Big Beautiful Budget Bill" passed. Six days later, on July 10th, the Trump administration announced a $400 million investment in MP Materials, sending shares up 400%. Forty-nine days later, on August 22nd, the Trump administration announced a $9 billion investment in Intel, sending shares up 96%. Ninety days later, on September 30th, the Trump administration announced a 5% equity stake in Lithium Americas, sending shares up 95%. And just seven days after that, on October 6th, the Trump administration announced a 10% stake in Trilogy Metals, sending shares up 345%. That's because Trump's budget unlocked billions of dollars for "America First" investments. What's the next small company to see shares explode? I think the next company that wins a major boost from the Trump administration is a small metals company we'll cover in Thursday's "America First" summit. The stock trades below $10 per share. But this deep-sea mining company is the key to unlocking the "Gulf of America" dreams. That's because in April 2025, Trump fast-tracked U.S. offshore critical mineral projects. And this small company immediately put an application in to extract these minerals. An approval to mine the Gulf of America could come any day. So could an investment by the Trump administration. It's companies like this one – and the four other stocks we'll discuss at Thursday's Summit – that have me so excited for 2026. I believe these "America First" stocks offer folks a lot more upside in 2026 than the AI trade. I can't wait to share them with you this week.  -Dylan Jovine www.AmericaFirstFortunes.com Behind the Markets is a newsletter offered to the public on a subscription basis.  While subscribers receive the benefit of Behind the Markets opinions, none of the information contained therein constitutes a recommendation from Behind the Markets that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You further understand that we will not advise you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy or other matter. 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