ROB: And Joel... the recent falls in the stock market actually work in our FAVOR here. We can now buy up the stocks involved in DOGE PHASE II at much, much cheaper prices than a few months ago. We’ll detail the four names at the top of our buy list in just a second. Please, make sure you keep reading for the full details. JON: Joel, you’re absolutely on the money with your analysis there. And you’re right: This isn’t just all about defense stocks. I have contacts all over the government. I’m hearing the same thing everywhere – there’s a real sense of energy. ROB: It just feels inevitable at this point... Everything we’re seeing points to a huge AI rollout, with lots more contracts being issued in the very, very near future. JOEL: I’m certain this is now unstoppable. Elon has already said he wants the government to take an “AI first” strategy. That’s a very powerful idea. It’s a real mission statement. Once that kind of thing gets into your head, it’s almost impossible to reverse. Just think about it... Imagine if someone in government had tried to “reverse course” on the Internet in 2005. It would have been impossible. It had already become a part of people’s lives – going back just wasn’t an option. The same thing will happen with AI. Elon is writing AI into the “operating system” of the government itself. That strategy is going to remain whether Elon is there or not.
I know that Palantir and Anduril – two big tech- focused defense companies – are in talks to form a kind of “AI consortium.”
Basically, a group of smaller “challenger” companies that want to band together and bid on government AI contracts to disrupt the big names. The Perfect Ingredients for a Market Melt Up
JOEL:
It’s a really exciting time... Because I don’t think this is going to be limited to the defense industry. Right now, that’s where the action is. But it’ll spread. Soon we’re going to see this play out across the entire Federal Government. AI is a “force multiplier.” We have businesses finding ways to basically make their best staff hundreds of times more productive. And that’s spilling over into the stock market. It may sound crazy, given the big selloffs we’ve had in recent months. But we have the perfect ingredients for a big Melt Up in the stock market: We have a new TECHNOLOGY – AI – that has truly vast potential. We have lots of MONEY – in the form of government contracts to roll that technology out. And we have URGENCY – Elon’s restless energy and desire to “speed up the cycle,” as Jon put it. Put those three ingredients together, and we have everything we need to see some real fireworks in the stock market – at least within the shortlist of stocks we want to share with our readers.
REVIEW BY JULY 18
PAGE 16 // DOGE: PHASE II
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