In April 2025, U.S. durable goods orders fell 6.3%... The sharpest drop since 2022. That means companies are pulling back on big-ticket spending on things like trucks, tools, and equipment. But there’s one thing they’re not cutting: AI and digital infrastructure. Why? Because even in a slowdown, AI helps businesses reduce costs and increase productivity. It’s seen as a strategic investment… not a luxury. But Eric Fry says what’s coming next makes today’s AI look obsolete: Artificial General Intelligence. Unlike current AI tools, AGI is designed to think, learn, and adapt. Meaning it can replace, not just assist, human workers. In Fry’s words, it’s “America’s Final Invention.” He warns AGI could soon: - Eliminate up to 85 million jobs
- Reshape global industries
- Divide the economy into those who prepare — and those who don’t
According to Fry, we have less than 1,000 days before this shift accelerates. And the investors who act now? They’ll be the ones positioned on the right side of that divide. Fry isn’t chasing the usual AI hype stocks. He’s looking deeper at what he calls the “digital backbone”: the cloud networks, computer infrastructure, and secure systems that AGI will depend on to operate. These are the companies he believes could benefit first — and most — as this next evolution of AI takes hold. Click here to watch Eric Fry’s AGI briefing now. When durable goods drop, a lot of investors pull back or play it safe. But the smartest ones? They look for what the future still needs… No matter what. And Eric Fry says the biggest opportunity today is hidden in the infrastructure behind tomorrow’s AI. Regards, Jeff Remsburg
Editor, InvestorPlace Digest | 
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