sport football: Tariff-Proof Your Portfolio With This Hidden AI Sector

Last week, the U.S. Supreme Court threw a monkey wrench straight into the gears of the Trump administration's tariff machine.

In a single decision, the court ruled that the President doesn't have unilateral authority under the International Emergency Economic Powers Act to impose sweeping tariffs.

In simple terms, the High Court said Congress – not the White House – controls taxes and import duties. The ruling effectively gutted much of the tariff regime President Trump relied on over the past year.

If you think this means the trade war is over, you're mistaken.

While the ruling invalidates nearly $160 billion in previously collected tariffs, the White House has already pivoted to a new 15% global tariff under different trade laws.

And the market reacted exactly how you'd expect: with volatility.

Since last Friday's ruling, the S&P 500 has been up as much as 2.1% and now down 1.4%. Over the two months preceding the ruling, investors have pulled $52 billion out of U.S. equity products.

Now, I'm no constitutional lawyer. So, I don't know how many tariff cards the administration has left to play.

But I do know this: When tariff talk heats up, some businesses feel the shockwaves far more than others.

In particular, I believe artificial intelligence (AI) chipmakers like AMD and Nvidia could be in for a bumpy ride if tariff uncertainty doesn't clear up soon.

These Silicon Valley giants design AI brains, but they depend on Taiwan to make the chips that power those brains… South Korea to produce the high bandwidth memory… And China to supply the rare earth minerals.

When tariffs rise, all of their input costs rise. When export controls tighten, their market shrinks overnight. This isn't hypothetical, either. Both the Biden and Trump administrations restricted the export of advanced AI chips to China.

These AI chipmakers trade at an average 35x earnings. That means investors are willing to pay $35 for every $1 a company earns in a year. That's 50% higher than the stocks in the Dow Jones Industrial Average, the blue-chip index.

Investors pay this premium because they expect relentless growth. If renewed tariffs cause demand to slow or margins to shrink, their stocks will reprice lower.

That's why we've been hunting for a more profitable way to play the AI megatrend – one that lets us capitalize on the upside while staying insulated from the tariff chaos swirling around the chipmakers.

Big T's $5 Million AI Bet

Big T is going all in on what he believes will be the hottest trend in 2026.

With this strategy…

He believes you'll have the chance to capture massive gains while protecting your money against any AI bubble risk.

He's so confident, he's put over $5 million of his own money into it.

FIND OUT WHY

The Second Wave of AI Profits

Moving forward, Daily editor Teeka Tiwari and I don't believe the biggest profits will come from the companies building AI models or the chips that power them. That trade is already crowded, and many of the marquee AI names are priced for perfection.

Instead, the biggest profits will come from the companies deploying AI tech on a massive scale.

I'm talking about legacy blue-chip companies… Household names that are quietly using AI to turn slow-growth business models into what Teeka calls "profit volcanoes."

I saw examples of some of these AI "picks-and-shovels" companies when I attended the Consumer Electronics Show (CES) in Las Vegas in January.

CES is the world's largest tech conference. It's the same place where, in 2016, Teeka had his bitcoin epiphany – leading his readers to peak gains of 29,272%.

This year, the big trend at CES was autonomous robotics. And two companies I spoke with extensively about this were Caterpillar and Nokia.

In Vegas, I got to see the autonomous tech Caterpillar is deploying in their mines, and it was mind-blowing. The company was one of the first to deliver Level 4 autonomy, meaning machines that operate on their own.

It has a whole fleet of autonomous mining machines – one of the largest in the world. That fleet has moved over 11 billion tonnes of material and traveled more than 230 million miles combined over the years.

They had a cool display of all the vehicles operating live in a mine. All of which were autonomous.

Caterpillar's AI mining display at CES 2026. Source: Houston Molnar

This made me think of how much money mining companies will save thanks to AI and robotics. Not only by cutting labor costs, but also by reducing downtime and risk.

With Nokia, it's a similar story.

Nokia was interesting to me because I remember them as an old phone company. But their display at CES was also a mining operation.

Nokia is also optimizing mining through AI. Source: Houston Molnar

Nokia is deploying network communication systems and sensors in mining vehicles to help the mines become more efficient, using 5G tech and AI-driven insights.

The point is, these two companies are doing cool things. But I wasn't tempted to invest in the companies themselves. That's because they need to invest large sums of capital to develop the AI technology they're deploying.

They're also staring down tariff headwinds. Steel and aluminum are the lifeblood of heavy industry and are frequent targets of tariffs.

In fact, tariffs have been one of Caterpillar's biggest drags. Management referenced the pressure multiple times during its recent earnings call.

Instead, I've found a better way to ride the trend I saw at CES. It's tied to one of the hottest commodities in the market today, yet far more insulated from tariff uncertainty.

This Metal Is Starting to Shine

While everyone is focused on Nvidia's latest AI chips, the real bottleneck is the infrastructure that keeps those chips running 24/7.

And the key metal behind that infrastructure is copper.

Copper is used in motors, transformers, and electrical components because of its unmatched conductivity, durability, and versatility.

And demand is surging…

Data Centers: Industry forecasts suggest AI-related copper consumption could exceed 500,000 metric tons annually from this buildout. That's equivalent to nearly 2% of the world's current production.
Power Grids: S&P Global projects global electricity demand will rise nearly 50% by 2040. Meeting that demand would require adding the equivalent of 330 Hoover Dams or roughly 650 gigawatts of nuclear capacity every year between now and then.
Electric Vehicles (EVs): S&P analysts also forecast EV-driven copper demand to surge from 2.6 million metric tons in 2025 to 6.3 million metric tons by 2030.
Robotics: While robotics is still early, it represents a potentially massive new driver of copper demand. According to S&P Global, each humanoid robot contains 4-8 kg of copper, or roughly 7-13% of its body weight.

If humanoid robots reach 1 billion units by 2040, that alone would require about 1.6 million metric tons of copper annually. At 10 billion robots, demand jumps to roughly 16.5 million metric tons per year.

Now, consider this…

The last major copper bull market (2000-11) saw prices rise 675%, driven by China's industrial boom. Today, AI, EVs, robotics, and energy infrastructure could create a similar demand shock.

Right now, copper trades around $6 per pound. Even assuming just one-quarter of that historic move, copper could reach roughly $16 per pound by 2030.

Bottom line: You can't scale AI and build robots without copper. That's why copper is quietly becoming the key commodity of the AI buildout.

It can also insulate you from tariff uncertainty.

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SEE BIG T'S BLUEPRINT

Copper Is Critical to National Security

In 2023, the U.S. government added copper to its list of critical minerals. It was the first time copper was deemed vital to U.S. economic and national security.

Last year, the Trump administration also slapped a 50% tariff on certain imported copper products. For now, the Supreme Court's ruling has upended that plan.

But if the White House finds another legal pathway to tax copper imports, domestic supply instantly becomes a strategic asset, capable of commanding a premium.

The logic is simple: If you tax the imports, homegrown metal suddenly becomes more valuable. Not because it changed… but because the competition just got more expensive.

In the most recent issue of Teeka's flagship newsletter, The Asymmetric Edge, we uncovered a company that has a near-monopoly on domestic copper. And it's using AI and robotics to cut costs and boost margins.

Our research suggests this stock can gain over 300% over four years – enough to turn every $10,000 into more than $40,000.

We used a similar strategy in December when we recommended three hidden AI names in the power generation sector.

And we've already seen gains as high as 94% on those picks, with plenty of runway still left on our projected 18x returns.

Now, out of fairness to our paid-up subscribers, I can't reveal the name of that copper company here. But you can learn how to access it right here.

And if you sign up for The Asymmetric Edge today, you'll also get access to our report, The Genesis Mission: The Top Three Companies Powering the AI Revolution.

Based on our projections, those three companies have the potential to deliver gains of up to 1,833%. To put that in perspective, you'd need to hold the entire S&P 500 for nearly 30 years to see comparable returns.

Look, I get it. Copper doesn't sound as sexy as gold and silver. But here's what makes this company so exciting…

It offers leveraged exposure to rising copper prices, and a second profit engine from AI and automation… without the direct risks that could come from renewed tariffs.

That's why we see it as one of the most compelling "picks-and-shovels" ways to play AI's Second Phase.

Don't Watch the Future Happen. Own It!

Houston Molnar