Hey,
Itās been some time since we shared any financial insights or recommendations ā and seeing as this is, after all, a financial newsletter, it felt like the right time to highlight something weāve been personally following with great interest. Over the last several months, weāve come across a standout publication that consistently delivers sharp analysis, actionable ideas, and deep value for investors who are serious about growing and protecting their wealth.
That publication is The Money Machine Newsletter ā and we wanted to take a moment to share why we believe it's worth your attention.
Itās designed to help you become a smarter, independent investor with two things:
Market-beating stocks in a 5-min read. Picked by elite traders. Delivered weekly to your inbox pre-market.
Market, investing, and business insights from insiders and experts outside the mainstream media.
You wonāt find the same watered down stock picks like other services. Nor will you find the same regurgitated mainstream media information here.
Iāll let Money Machine Newsletter take it from hereā¦
This weekās market, investing, and business insights from insiders and experts outside the mainstream media:
The next $26T wave is approaching.
Today itās a lab toy. Tomorrow, a $72B shift.
THIS stock is a gas toll empire.
The quiet middle is starting to win BIG.
And more. Letās get to it!
Top Insights of the Week
1. š Nothing Stops THIS $26 Trillion Wave
Marc Andreessen just made his boldest bet yetā¦ on humanoid robots.
He says theyāll be bigger than the internet. A $26T industry.
With billions of robots doing real-world workācleaning homes, building cars, helping doctors.
AI is getting a bodyā¦ itās stepping out of the browser and into the real world. Literally. Andreessen calls this āembodied AI.ā But the U.S. must moveāfast. Marcās warning? If America doesnāt build these robots first, China will.
Chinaās already pouring billions into AI + robotics. Their āMade in China 2025ā plan is no joke. It includes building millions of robots and controlling the global robot supply chain.
The fear? If the U.S. doesnāt act, weāll be buying our robotsāand our futureāfrom someone else. Marcās push is simpleā¦ Build āalien dreadnoughtā factoriesāfully automated production lines. Not old-school assembly. High-tech. Scalable. American-made.
2. š§ AIās Next Brain
Everyoneās glued to AI. Watching it write essays, code, and maybe take your job. But underneath? Same old tech. Same silicon. Same rules. Quantum computing doesnāt play by those rulesā¦
Itās not just āfaster.ā Itās different. It doesnāt think in 1s and 0s. It thinks in maybes. In probabilities. That opens up problems we couldnāt even touch before.
Letās zoom outā¦
Still feels too sci-fi? Hereās whatās actually happeningā¦
IBM, Google, Microsoft are all developing quantum chips.
AWS lets you pay to use a quantum computer online.
What can it change?
Drugs developed in weeks, not years.
Risk models that see around corners.
AI that doesnāt guessāknows.
Shipping routes that make FedEx look clunky.
Hereās what no one is talking aboutā¦
China is outspending the U.S. 5 to 1.
U.S. quantum industry today? Still smaller than Dogecoin. Think ābuying Bitcoin at $500ā early.
Estimated 840,000 jobs coming by 2035.
Governments arenāt treating this like science class. Theyāre treating it like oil.
3. ā½ļø A Gas Toll Empire
Most energy companies gamble on oil prices. Cheniere (NYSE: LNG) doesnāt. They donāt drill. They donāt speculate. They ship liquefied natural gas (LNG) across oceans ā and get paid like clockworkā¦
Cheniere runs the biggest LNG export terminals in the U.S. Think toll roads for gas. Every molecule that passes through? They clip the ticket.
And the best part? 90% of sales are locked in with long-term contracts ā 15 to 20 years ā with giants like BASF and Equinor. That means steady cash, even if prices swing.
LNG demand is soaring ā up 26.8% a year through 2033. Asia and Europe canāt build fast enough. And 20% of U.S. exports? Cheniere handles them.
Big things are comingā¦ Corpus Christi Stage 3 goes live soonā¦ Sabine Pass expansion is nextā¦ Thatās 30M+ tonnes of extra capacity.
$5.4B revenue (up 28%)
$1.9B EBITDA
$1.3B in free cash flow
$350M in buybacks
$0.50 dividend
Yes, thereās $27B in debt. But theyāre managing it ā paying it down and refinancing.
Risksā¦
Global supply glut
EPA regulation
Two megaprojects at once (Corpus Christi Stage 3 and Sabine Pass expansion)
Debt always needs watching
Top 3 Charts of the Week
1. š³ Hybrid Sales Hit New Highs
1 in 8 cars sold in the U.S. is now a hybrid. Thatās more than full-electric cars, which are losing steam. Toyotaās bet on hybrids is paying off.
EV hype is cooling. Only 7.1% of new cars are fully electric. Hybrids are quietly winning ā theyāre cheaper, simpler, and fit how most people actually drive.
Gas cars still dominate in the U.S.ā78% of all sales. Tesla is losing steam, with Q1 sales down 13% to 336,681 cars. Meanwhile, Toyota stays on top, selling 10.8M cars last year. Just 1% were fully electric, 40% were hybrids.
2. š ChatGPT Traffic Has Overtaken Wikipedia
ChatGPT just passed Wikipedia in U.S. web traffic, hitting 780M (according to Similarweb) visits in April ā a 14% jump from March. Americans are visiting ChatGPT about 14 times each on average.
People arenāt just trying ChatGPT ā theyāre sticking around. It's becoming the go-to place for quick answers, even more than Wikipedia.
3. š° The World's Most Valuable Startups
Startups worth $1B used to be rare. Now there are over 1,283 unicorns, with 705 in the U.S. Elon Muskās AI company, xAI, just joined the $100B+ āhectocornā club.
The bar keeps rising. Unicorns are normal now. Investors are chasing even bigger bets. xAI is only 2 years old, yet itās already worth $113B, making it the 4th biggest startup on Earth.
Join 6,000+ self-directed investors who have already placed themselves on the path to greater wealth by making $500, $1,000, $2,000, $3,000, or more every month with Money Machine Newsletterās trade ideas.
See you in there!
Best,
Money Machine Newsletter
Nothing in this email is intended to serve as financial advice. Do your own research.
Subscribe to Money Machine Newsletter
Hundreds of paid subscribers
Market-beating stocks in a 5-min read. Picked by elite traders. Delivered every Monday to your inbox before the market opens.