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Goldman Sachs: 300 Million Jobs Will Disappear |
Editor's Note: Louis Navellier has spent 40+ years identifying stocks before major tech waves – his system helped him flag Nvidia before its 82,000% run. Today, he's revealing the three stocks at the center of the biggest AI buildout in history. Click here for the full story or read more below. |
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Dear Reader, |
Goldman Sachs just predicted 300 million jobs will disappear. |
Not in 10 years. Not in 5. |
This is starting NOW. |
30,000 layoffs at UPS. 16,000 at Amazon. Factories are going "lights out" with zero human workers. |
And now Elon Musk's "Project Apex" is set to accelerate this labor crisis. |
A Nobel Prize-winning scientist says what Elon is building "could have an even greater impact on society than the internet." |
Nvidia's CEO calls it "superhuman." |
And competitors are so panicked, they're flying spy planes over the facility to figure out how it works. |
See what Elon is really building – and the stock at the center of it all. |
Look, I'm not telling you this to scare you... |
I've spent 40+ years analyzing technological shifts like this. My proprietary system has helped me identify winning stocks before every major tech wave. |
I'm telling you because on the OTHER side of this disruption is a historic investment opportunity. |
The last time a technology shift this big happened, early investors in the right supply-chain stocks had the chance to see extraordinary gains. Lithium Americas: 1,452%. NIO: 1,755%. Blink Charging: 3,648%. All in under two years. |
I've pinpointed one tiny company at the center of Elon's AI revolution - 49 times smaller than Tesla – that's become the "secret weapon" of Microsoft, Meta, Amazon, and Google. I'll also share two more stocks positioned for this wave – but I believe this one is the must-own. |
Click here for the full story in this free briefing, including the name and ticker of my #1 pick. |
Regards, |
Louis Navellier
Senior Investment Analyst, InvestorPlace |
P.S. My #1 AI pick is 49 times smaller than Tesla but it's powering Microsoft, Meta, Amazon, and Google. Get the name and ticker in this free briefing before this story goes mainstream. |
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BONUS ARTICLE |
Microsoft's Next AI Bet Isn't Software—It's Power |
Everyone thinks AI is about chips. |
It's not. |
Not anymore. |
Microsoft is reportedly in exclusive talks with Chevron and Engine No. 1 to secure a dedicated power supply for its AI infrastructure buildout. That's not a side project. That's a signal. |
Because when a company like Microsoft starts locking up energy capacity, it tells you one thing: |
The next bottleneck in AI isn't compute—it's power. |
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Scoreboard: What Actually Happened |
Here's the clean setup: |
Microsoft is in exclusive talks with Chevron and Engine No. 1 The goal: secure long-term power supply for AI data centers This comes as hyperscalers ramp AI capex aggressively Data center energy demand is rising at double-digit rates annually
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This isn't about a single deal. |
It's about Microsoft admitting that scaling AI requires control over inputs most investors aren't watching yet. |
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The Real Reason This Matters |
Let's translate this into plain English. |
AI systems require: |
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The problem? |
Power infrastructure doesn't scale as fast as chips. |
You can order GPUs in quarters. |
You build power generation in years. |
That mismatch is the real story. |
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Deep Dive: What Microsoft Is Actually Doing |
Microsoft isn't becoming an energy company. |
It's doing something more strategic: |
Securing guaranteed access to power before it becomes scarce. |
Think about it: |
AI data centers are becoming power-hungry "industrial assets" Some facilities already consume as much electricity as small cities Future clusters will be even larger
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If power becomes constrained, growth slows—no matter how many GPUs you have. |
So Microsoft is moving upstream. |
That's what smart operators do when supply chains tighten. |
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The Cheaplist: Where This Trade Shows Up |
This is where things get interesting for a bargain hunter. |
Because the market is still mostly focused on: |
Nvidia Microsoft AI software
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But the second-order winners? |
Still underappreciated. |
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1) Energy Infrastructure (Quietly Critical) |
Names to watch: |
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Why they matter: |
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Cheap angle:
These names are not priced like "AI beneficiaries"… yet. |
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2) Nuclear & Alternative Power |
Examples: |
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Why: |
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Translation:
If AI keeps scaling, nuclear moves from fringe → necessity |
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3) Grid & Electrification Plays |
Think: |
Transmission Grid modernization Energy efficiency tech
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These are the "picks and shovels" of the power layer. |
And right now? |
They're still treated like boring infrastructure. |
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Is Microsoft "Cheap" Here? |
Let's be clear. |
Microsoft is not cheap in the traditional sense. |
But that's not the right question. |
The real question is: |
Is the market fully pricing the cost—and complexity—of scaling AI? |
Right now, probably not. |
Because if power becomes a gating factor: |
AI margins compress Capex rises Timelines extend
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That changes valuation math. |
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Bull / Base / Bear |
Bull Case |
Microsoft locks in long-term energy supply AI capacity expands without constraint Power costs stay manageable
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→ AI growth continues uninterrupted |
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Base Case |
Power becomes a moderate constraint Costs rise but remain manageable Select infrastructure players outperform
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→ Market rotates into "energy for AI" |
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Bear Case |
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→ AI trade broadens—and becomes more selective |
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Action Plan for the Cheap Investor |
This is not about chasing Microsoft. |
It's about understanding where the edge is shifting. |
What to do next: |
Look beyond chips
The first wave is priced Focus on energy exposure
Power = next bottleneck Prioritize durability
Long-term contracts > hype Avoid crowded trades
Everyone owns AI leaders already
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Cheap Investor Checklist |
Track these signals: |
Microsoft deal details (structure, duration) Power costs for data centers Utility and energy stock re-ratings Nuclear project announcements AI capex vs power availability Grid investment acceleration Hyperscaler energy partnerships
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Bottom Line |
Microsoft just told you something important. |
Not with earnings. |
Not with guidance. |
But with where it's spending attention. |
AI isn't just a software story anymore. |
It's an infrastructure story. |
And infrastructure always comes down to one thing: |
Who controls the inputs. |
Right now, power might be the most overlooked input in the entire AI trade. |
And for a bargain hunter… |
That's usually where the opportunity starts. |
Disclaimer: This editorial is for informational purposes only and should not be considered investment advice. Always conduct independent research before making financial decisions. |
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