Editor’s Note: According to Silicon Valley insider Jeff Brown — the man who called NVIDIA before it rocketed 28,000% — we’re only at the foothills of the next big AI boom. |
But this time, Jeff says the biggest winner won’t be a chipmaker… |
It’ll be a company producing something he calls “AI Fuel.” |
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Remember when the American dream was still alive? |
When a hard day’s work actually meant your family was taken care of… |
And small towns were the backbone of our entire economy? |
Most people think those days are gone forever. |
But they’re dead wrong. |
See, something incredible is happening in America’s Heartland that almost nobody is talking about. |
A dying coal town in Wyoming — a place many wrote off decades ago — is turning into ground zero of a new American revival. |
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It isn’t because of coal… or gas… or even manufacturing… |
It’s because of a breakthrough energy technology that Forbes says “may become the go-to energy source.” |
One that could ignite a 33,000% boom, revive hundreds of forgotten towns… |
And spark a new era of American prosperity — potentially unleashing $100 trillion into the economy. |
This could turn countless everyday folks into millionaires… |
IF they move fast. |
Big Tech is already piling in. |
Amazon, Google, and Microsoft all plan to rely on this technology. |
NVIDIA is heavily invested. |
Bill Gates has ploughed $1 BILLION of his own money into this technology… |
Peter Thiel and Warren Buffett both have stakes… |
As does Sam Altman, the CEO of OpenAI — the company that created ChatGPT. |
And according to my boots-on-the-ground research… |
One little-known company could become the biggest winner of this entire Heartland revival. |
Click here to see the full story. |
In partnership with Brownstone Research |
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The Worst Day of 2026 — and What It Actually Means |
Friday was ugly. The Nasdaq fell 4.18% — its worst session since April 2025. The S&P 500 dropped 2.64% to 7,384. A nine-week winning streak ended in a single afternoon. The trigger was a jobs report that came in hot: 172,000 new positions in May, well above what economists expected. Normally, strong jobs data is good news. But this market is not trading on jobs. It is trading on rate-cut odds. More jobs means more inflation pressure, which means the Fed stays higher for longer. Rate-hike odds jumped. And AI stocks, which had been carrying the entire rally, cracked. |
Broadcom's 12.6% drop on Thursday was the first fracture. Friday's session turned it into a cascade. Semiconductor stocks alone lost over $1 trillion in market cap in two days. The 10-year Treasury yield rose to 4.54%, which matters for every mortgage, every car loan, and every business borrowing to expand. The rotation we flagged Thursday — money moving from AI into health care, financials, and real estate — reversed hard on Friday. When the selloff gets broad enough, rotation stops and everything falls. |
Here is the weekend question: is this a correction or a crash? The answer depends on one number: the 10-year yield. If it holds below 4.60% next week, this is a normal correction after a nine-week streak. If it breaks above 4.60%, the math on AI valuations changes and the selloff has further to go. The trade is the same either way: hold your winners, raise your cash, and do not buy Monday morning. Wait for the yield to tell you which story the market is in. |
| Friday Close |
Number |
Why It Matters |
| S&P 500 |
-2.64% |
7,384. Worst day since October. 9-week streak snapped. |
| Nasdaq |
-4.18% |
25,709. Worst since April 2025. $1T wiped from semis. |
| AVGO (Broadcom) |
-12.6% Thu |
$419. The fracture that started the cascade. |
| 10Y Treasury |
4.54% |
+5 bps. Jobs beat killed rate-cut hopes. |
| Jobs (May) |
+172K |
Beat forecast. Good for Main St, bad for rate cuts. |
| Brent Crude |
~$95 |
Down on ceasefire hopes. Still +4% for the week. |
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From our partner |
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There's one move Elon Musk is planning the moment the SpaceX IPO closes. |
Most investors are laser-focused on SpaceX stock. That's exactly why they'll miss it. |
This move has nothing to do with rockets. Nothing to do with Tesla cars. And it could trigger the biggest wealth transfer of the decade — for the tiny handful of investors positioned before the announcement. |
Matt saw this same setup before crypto exploded. Before Nvidia ran 1,800%. |
Do you know what Elon's next move is? |
Find out by clicking what you think it is below: |
>> Launch a new AI company |
>> Acquire a major bank |
>> Reveal his "iPhone" |
>> Merge Tesla and SpaceX |
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Click above to make your guess, or click HERE to see Matt's answer. |
P.S. 94% of investors are watching the SpaceX IPO and missing what comes after it. Matt Monaco says the real money is in 5 tiny stocks nobody's talking about yet — two trading under $4. He reveals everything on the next page. |
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The One Sector That Did Not Break Friday |
Everything fell on Friday. Almost everything. While the Nasdaq was losing $1 trillion, energy stocks held. Constellation Energy closed down less than 1%. Cameco, the uranium producer, finished green. BWX Technologies, which builds nuclear reactor components for the U.S. Navy and commercial plants, was flat. The nuclear energy sector is quietly becoming the one corner of the AI trade that does not depend on the AI multiple holding up. It depends on physics: data centers need power, the grid cannot supply it fast enough, and nuclear is the only zero-carbon baseload source that runs 24 hours a day regardless of weather. |
The numbers are getting specific. Microsoft signed a 20-year deal worth $1.6 billion to restart the Three Mile Island reactor for its data centers. Amazon partnered with Talen Energy in Pennsylvania for nuclear-powered AI infrastructure. The Federal Energy Regulatory Commission projects U.S. data center electricity demand will nearly double from 19 gigawatts in 2023 to 35 gigawatts by 2030. The Trump administration has issued four executive orders targeting an increase from 100 gigawatts of nuclear capacity to 400 gigawatts by 2050. |
What this means for your IRA: on the worst AI day of the year, the companies building the power plants that AI requires barely moved. That is the definition of a structural trade. The demand is not cyclical. It is physical. Data centers cannot run without baseload power. Whether the AI software stocks recover or correct further, the power infrastructure underneath them has to get built either way. The picks-and-shovels trade just survived its first real stress test. |
🔒 OBBBA Rule Watch: Tax Rule of the Day
New $6,000 Annual Deduction for 65+ (2025-2028)
The OBBBA created an additional standard deduction of $6,000 per year for taxpayers age 65 and older, available for tax years 2025 through 2028. This is on top of the existing elderly/blind additional standard deduction ($1,950 for single filers, $1,550 for married filing jointly in 2026). For a married couple both 65+, the combined additional deductions now total over $9,000 above the base standard deduction. This extra deduction reduces taxable income dollar-for-dollar, which matters most in years when you realize capital gains from selling positions — like after a market correction.
Why it matters: If you are 65+ and considering selling positions after this week’s drop, the $6,000 extra deduction reduces the tax bite on those gains. Run the math before Monday. The window closes after 2028.
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From our partner |
What if Tesla built a phone? |
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This isn't a concept. It's already in motion. |
The traders who spotted it first are already in. |
Watch the full video. |
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The Bottom Line |
Friday was the worst AI day of 2026. The Nasdaq lost 4.18%. The trigger was a strong jobs report that killed rate-cut hopes. Do not buy Monday morning. Wait for the 10-year yield — if it stays below 4.60%, this is a correction. Above 4.60%, it has further to go. Energy infrastructure held while everything else fell. Nuclear stocks — the companies building the power plants that AI requires — barely moved on the worst tech day of the year. That is the structural trade for 2026. SpaceX begins trading June 12. The IPO is the headline. The supply chain and power infrastructure underneath it are where the early money has already moved. Size your positions for the volatility that comes with a $1.77 trillion listing.
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