sport football: The One Strategic Asset You Need to Own Now

In October 1973, Egypt and Syria launched a surprise attack on Israel. The United States quickly backed Israel with military aid.

That decision triggered retaliation from Arab oil-producing nations. They didn't send missiles. Instead, they reached for a far more powerful weapon: Oil.

Arab members of OPEC implemented an oil embargo against the United States and other nations that supported Israel. Practically overnight, 12% of the oil supply vanished from the global market.

Friends, when the supply of the world's most important commodity suddenly drops… prices explode. Oil prices quadrupled from roughly $3 per barrel to nearly $12 by 1974. That's like going from $19.50 to $78 in today's inflation-adjusted money.

That shock rippled through the entire economy. Gas prices spiked… Transportation costs soared… Food prices surged… And manufacturing slowed down.

Economists coined a term for the toxic combination of economic stagnation and high inflation: Stagflation.

Even though I wasn't working on Wall Street at the time, I still remember stagflation and what happened afterwards.

I was born in London in 1971. So I was sheltered from what it was like to be a working adult during that decade.

What I remember of the 1970s is my parents complaining about the price of food and gas. My grandmother would tell me stories of how she used to be able to buy five chicken legs for 20 pence. Now, they were 20 pence each.

In the United States, things were no better.

Inflation averaged 7.1% per year throughout the 1970s… Peaking at nearly 14.5% by 1980. Like the UK, the United States experienced high gas prices, high inflation, high unemployment (7.5%), and lousy economic growth.

Here's why I'm reliving one of the darkest chapters in U.S. economic history…

Since the start of the Operation Epic Fury on February 28, oil futures have surged – at times nearly doubling. When oil skyrocketed during the 1973-74 Yom Kippur War, the Dow Jones Industrial Average ultimately fell more than 45% from peak to trough.

Now, I'm not saying we'll see a market collapse like that again. But the setup today is starting to look eerily similar to the 1970s… and I don't believe the market has fully priced that in yet.

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Oil Crises Can Send Shockwaves Through Markets

On Monday, oil futures briefly surged to $119 per barrel. That's exactly the kind of energy shock that ignited the stagflation crisis of the 1970s.

And the market reacted immediately…

Before the opening bell, the Dow Jones futures were down more than 1,000 points in pre-market trading.

To me, it signaled investors were finally pricing in the possibility of a prolonged conflict in the Middle East… And a new energy crisis rippling through the global economy.

So it was no surprise that later that day, President Trump stepped in to calm markets, telling reporters he expected the war in Iran to end "very soon."

After the President's press conference, oil prices plunged as low as $85, and the Dow staged a stunning reversal – flipping a 1,000-point pre-market plunge into a 239-point gain by the close.

Now, the White House doesn't seem to have a clear endgame to the conflict. So unless you have a crystal ball, there's no way to say how long this conflict will play out.

What I do know is the conflict is likely to get worse before it gets better.

On Tuesday, U.S. Defense Secretary Pete Hegseth said the military would intensify attacks against Iran, while the Islamic Republic vowed to fight on.

And a spokesman for Iran's Revolutionary Guard has threatened to not allow "a single liter of oil" to leave the Persian Gulf.

He's referring to the Strait of Hormuz, the narrow waterway that carries roughly one-fifth of the world's oil supply. It remains effectively closed, with tankers backing up and energy companies suspending shipments.

Friends, this isn't just a regional problem anymore… We could be staring at a global economic shock reminiscent of the oil crises of the 1970s.

You don't have to take my word for it…

The CEO of Saudi Aramco warned on Tuesday that further disruptions to global energy supply could prove "catastrophic."

If this is a protracted conflict, we could see oil skyrocket to $200 per barrel. And that means lower equities prices ahead.

But as with every crisis, there will be pockets of opportunity… if you know where to look.

Where There's Crisis, There's Opportunity

I've learned a lot of lessons from nearly 40 years covering the markets. One of the biggest is this: No matter what happens to the economy, governments never stop spending on national security.

We saw that during the 1970s. When I was on Wall Street, I remember talking to the old-timers who survived that oil shock, and it was brutal in the markets.

But, even as the country struggled through stagflation, Washington still spent an average of $545 billion per year (inflation adjusted) to win the Cold War.

Defense contractors like Boeing, General Dynamics, Lockheed Martin and McDonnell Douglas built the fighter jets, aircraft carriers, submarines, guidance systems and nuclear weapons that made the U.S. military the most powerful on the planet.

Their technologies were considered national security assets. So while the Dow rose only about 19% over the decade, companies tied into the nation's defense, like the ones above, delivered average gains of more than 605% over 10 years.

That's the difference between turning a $10,000 stake into $11,900 and a $10,000 stake into $70,500.

Today, we're seeing a similar dynamic unfold. But this time, the strategic asset isn't nuclear weapons. It's artificial intelligence (AI) infrastructure.

Data centers are the physical backbone of AI. They house the supercomputers that train AI models. And they power cloud networks that keep the internet operating 24/7.

Without data centers, there's no AI revolution. That's why governments are beginning to treat them as a national security priority.

President Trump made this explicit in a sweeping executive order on AI development last December.

The initiative, titled "Ensuring a National Policy Framework for Artificial Intelligence," is designed to supercharge American AI research and development.

Friends, this isn't just another bureaucratic initiative. The scale of the effort is so significant… Some analysts are already comparing it to the Manhattan Project – the secret U.S. program during World War II that built the world's first atomic bomb.

Governments around the world understand what's at stake. Whoever achieves artificial general intelligence (AGI) first will hold a massive economic and military advantage.

That's why nations are pouring enormous resources into building the infrastructure that powers AI.

Canada has pledged $2.4 billion toward AI development… China launched a $47.5 billion semiconductor fund… France committed $127 billion to expand its AI ecosystem… India pledged $1.25 billion… And Saudi Arabia's Project Transcendence represents a staggering $100 billion initiative.

Capital is flooding in from the private sector, too. Some estimates forecast AI hyperscalers – tech giants like Amazon, Alphabet, Meta, and Microsoft – to spend up to $5 trillion over the coming years to build data centers and infrastructure. And they're projected to contribute more than $12 trillion to global GDP by 2030.

When that much capital rushes into an industry, it's incredibly bullish.

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The Strategic Assets of the 21st Century

Regardless how the conflict with Iran plays out, President Trump still considers AI technology "a national security imperative."

That's why, as we showed you in January, the White House is working with Big Tech to ramp up energy production in the United States.

AI data centers consume 10x more power than traditional servers. While building a new data center can take 18-24 months, getting power from the grid might take 3-5 years.

That means the traditional utility model just can't keep up. And with the conflict in the Middle East, it's only going to come under more pressure.

If the blockade in the Strait of Hormuz continues, global oil supply will get even tighter. And when a critical resource is scarce, the companies that supply that resource tend to soar.

I've already positioned readers of my flagship newsletter, The Asymmetric Edge, to profit from this opportunity.

Back in December, I recommended a company poised to dominate the growing demand for energy tied to AI infrastructure. Since then, the stock has been up as much as 98%. Over the same period, the S&P 500 is down about 2.2%.

This company's advantage comes down to speed. It can deploy enough power to run an AI data center in months, not years. That's why some of the biggest names in the AI buildout – including American Electric Power, CoreWeave, and Oracle – are partnering with it.

While most investors are chasing flashy AI software stocks, we believe the biggest winners will be the "picks and shovels" companies – the firms building the data centers, supplying the energy, and operating the infrastructure that powers the entire AI economy.

Out of respect for my paying subscribers, I can't reveal the name of this company here.

But you can click here to learn how to access my special report, The Genesis Mission: The Top Three Companies Powering the AI Revolution.

Inside that report, I reveal two additional stock recommendations I believe could surge as the AI infrastructure boom accelerates.

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

Friends, even if it meant running the economy into the ground, the United States had to keep building nuclear weapons during the Cold War.

Today, we're seeing the same dynamic with AI data centers. This is no longer just a corporate initiative. It's a national priority.

So whether we face inflation… stagflation… or even a global slowdown, the demand for the raw materials and energy needed to build AI infrastructure will remain enormous.

Let the Game Come to You!

Big T