The AI 'Super Chip' Set to Rewrite the Markets

The next generation of AI... How to buy the next Apple, Amazon, and Netflix for 'pocket change'... Looks like the same old Washington... Cutting nothing 'meaningful'... Bitcoin hits a new all-time high...

Who wouldn't want a time machine?...

This is one of the things that came to my (Corey McLaughlin's) mind this morning... I was watching Stansberry's Investment Advisory lead editor Whitney Tilson and his friend Jeff Brown's brand-new, free presentation that debuted today: This is your chance to essentially travel back in time.

In the markets, at least.

Whitney and Jeff – a Silicon Valley legend and the founder of our corporate affiliate Brownstone Research – detailed how the "next generation of AI" is on the cusp of breaking out. It's thanks to the development of a new "super chip" from a little-known California company...

That's big enough news on its own. But then they also described how this development will upend the order of the markets as most people know it today... and create new market leaders – just like they saw a few decades ago when the Internet began to transform the economy and markets in the 1990s. As Jeff said early in the presentation...

What we're about to show you today – and the secret behind it all – is your chance to essentially "travel back in time" and buy the likes of Apple, Amazon, and Netflix for pocket change... but on a range of new AI companies you haven't heard of yet.

Like what happened with the Internet, the backbone of a new AI economy is taking shape today... And a critical moment may arrive in as little as two weeks, Whitney and Jeff said. Investors who position their portfolios right could double their money in five different investments, they said.

That's why these two market experts sat down together this morning to share the details... And thousands of people tuned in and heard how "next-gen AI" could impact not only the stock market, but society – and how the "Fabulous Five" could replace the "Magnificent Seven."

Plus, Jeff offered a pair of free recommendations – one stock to buy and one to avoid right now as this story plays out – and Whitney shared his thoughts on companies that are positioned to see a massive boost in profits from their adoption of AI.

If you missed the debut of Whitney and Jeff's presentation this morning, good news: You can watch a full replay of the event right here. We'll share some more about it in tomorrow's Digest as well.

Meanwhile, in Washington...

As of midafternoon, Congress is debating a new U.S. budget bill... with some Republican holdouts being invited to the White House for meetings with President Donald Trump to get the "big, beautiful" tax and spending measure over the finish line.

Based on today's activity in the bond market, Wall Street doesn't love the idea that this bill is progressing toward reality. The market seems to expect that this bill would only put more pressure on the U.S. fiscal situation – increasing the federal debt and possibly fueling higher inflation.

The 10-year Treasury yield rose today to near 4.6%, its highest level since February. The 30-year Treasury was near 5.1% for the first time since fall 2023. And even the 2-year yield – which tends to track Federal Reserve policy – was a little higher, perhaps suggesting that the market expects interest rates to stay higher for longer.

That all makes sense to me.

Yesterday, on Capitol Hill, Trump told reporters during a press conference before meeting with members of Congress, "We're not doing any cutting of anything meaningful."

Later in the day, he reportedly told at least one group in the Republican party, "Don't f--- around with Medicaid," clearly acknowledging the political consequences of the idea.

Meanwhile, extending the Trump tax cuts of 2017 is fundamental to the White House's agenda... both as a longtime campaign promise and to help offset his tariffs' impacts on American businesses.

So expect the government to spend more money while taking in less money... in other words, more deficits.

The U.S. dollar will be the loser.

On a related note, we have a new high alert in bitcoin...

We've been giving you periodic updates on bitcoin, the world's most popular cryptocurrency, over the past few weeks. It has rallied from a post-Liberation Day low, first up more than 20%, then up more than 35%... as it looks very much like a "risk on" asset.

Here's another signpost of note...

Even as the major U.S. stock indexes traded lower today, bitcoin traded above $109,000... surpassing its previous all-time high from January. Now, with bitcoin already up about 40% from its April 8 low, I'll be watching to see whether the price runs into technical "resistance" around this level.

As our Crypto Capital editor Eric Wade wrote yesterday in a new monthly issue for subscribers, "fear" in the cryptocurrency market has turned back to "greed" over the past month following Trump's "90-day tariff pause."

Even with greed back in fashion, it makes sense when prices take a breather after such a charge higher. Sure enough, immediately after bitcoin reached this new high today, the cryptocurrency quickly moved back below $107,000 before rebounding some as we go to press.

However, if the price soon breaks above its all-time high again, bitcoin could be due for even more gains.

The situation brings to mind a conversation we had with Eric on the Stansberry Investor Hour in January...

Entering the 'bubble stage'?...

In January, Eric said he expected bitcoin to reach a "bubble stage" sometime this year with a price ultimately around $200,000 or $250,000. This would happen thanks in part to the crypto-friendly Trump administration putting in policies that benefited the crypto space.

Eric described a consistent four-year trading cycle across bitcoin's admittedly short life so far... And based on those numbers, the cryptocurrency likely hasn't reached a peak yet.

You can hear more details about that in our Investor Hour podcast episode here... And Stansberry Alliance members and existing Crypto Capital subscribers can find Eric's latest work here in his latest monthly issue, published just yesterday.

In the issue, Eric noted a strong signal of recovery in the crypto market since its plunge from its previous all-time highs earlier this year. Institutional buyers have come back strong into the market, Eric said...

Crypto funds have seen more than $7.5 billion worth of investments year to date ("YTD"). This is a full recovery from earlier this year, when outflows of these funds reached nearly $7 billion. The latest weekly inflows totaled $785 million, which marks five consecutive weeks of positive investment. This signals that institutional demand is recovering.

He also shares updates on a few other crypto market indicators he regularly tracks... and shared a brand-new recommendation, which he described as an investment in the "next Nasdaq" that could deliver "10X gains or more... in the long term."

Again, Eric's subscribers can find the issue here.

New 52-week highs (as of 5/20/25): AutoZone (AZO), Alpha Architect 1-3 Month Box Fund (BOXX), Dimensional International Small Cap Value Fund (DISV), Enel (ENLAY), iShares MSCI Germany Fund (EWG), iShares MSCI Italy Fund (EWI), iShares MSCI Spain Fund (EWP), SPDR Euro STOXX 50 Fund (FEZ), Franklin FTSE Japan Fund (FLJP), Cambria Foreign Shareholder Yield Fund (FYLD), GE Vernova (GEV), iShares U.S. Aerospace & Defense Fund (ITA), Rubrik (RBRK), Republic Services (RSG), Sprott (SII), UGI (UGI), and Vanguard FTSE Europe Fund (VGK).

In today's mailbag, we received a few notes asking if there would be a replay of this morning's "AI super chip" event with Whitney Tilson and Jeff Brown. As we mentioned above, yes... You can watch the full presentation, for free, at your convenience here.

All the best,

Corey McLaughlin
Baltimore, Maryland
May 21, 2025