In Today's Edge… ⮕ Shattered Assumptions, Real Energy ⮕ The AI Boom Is Moving Into the Real World ⮕ Dental Supplies and Italian Liquor: New Bulls for the Week | | Population: 2,128. Tucked in the Appalachian Mountains. There’s a tiny North Carolina town that controls 80% of a material every major tech company needs — Apple, Google, NVIDIA, all of them. Without it, no one can make chips. No AI. No iPhones. No data centers. Nothing.
Now, with new U.S. policy expected on July 1st, this hidden town could become the center of a $10 trillion tech transformation, according to Morgan Stanley. Why this town? What’s happening there? And which companies stand to profit most? The answers are right here. | MONEY & MARKETS: Adam O’Dell’s Green Zone Power Ratings system is built on six proven factors that have delivered market-beating returns. Instead of chasing headlines, it focuses on what actually drives stock performance. And right now, it’s uncovering bullish opportunities in places most investors would never think to look. What new “bulls” has Adam found for you this week? Click here to find out. | DAILY DISRUPTOR: This week’s chart shows where the AI story is heading. Once intelligence gets good enough, it has to do something in the real world. Ian King identifies it as Convergence X in action, with multiple technologies coming together to bring AI into the physical world. How will it impact you? Click here for the full story. | GREY SWAN ALERT: For decades, markets treated energy as background noise while money flowed elsewhere. That was based on a set of assumptions about global stability that are now being challenged in real time. As those assumptions break down, Addison Wiggin makes the case for energy as a critical part of your portfolio. Click here for the details. | |
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