Our big prediction today is very simple: PHASE II is when DOGE will start effectively handing out contracts to private companies that can roll out AI across the government . That’s going to have big consequences for the stocks involved… Which is why you need to draw a red circle around July 22 on your calendar. ROB: Agreed. Everything that DOGE is doing comes back to artificial intelligence. Like you said, Joel, within weeks of getting started, DOGE began building an AI tool called GSAi, to automate tasks for 12,000 government employees. But that’s not the only instance of DOGE pushing an AI agenda. In February, Elon famously asked all government employees to report back on what they’d accomplished in the previous week. That caused quite a stir... But it was what happened next that’s important. DOGE took the answers they got back and fed them into an AI system for analysis. JOEL: So the “what did you do last week” request was really just a way to get data to feed into an AI system?
AI is the common factor here. It’s behind everything that’s going on. It’s Time for Phase II
JOEL:
Put simply: So Phase I was all about fact-finding – an audit. That chapter of DOGE is soon coming to a close... And that means it’s time for PHASE II. This is when the government starts issuing CONTRACTS to help it roll out AI across hundreds of different agencies. In fact, I think we’ve already seen exactly what’s going to happen to the stock market once these contracts are issued. The best example of this has to be Palantir Technologies. As you probably know, Palantir was actually founded by Elon Musk’s former business partner, Peter Thiel. It specializes in AI technology. Specifically, AI that can be used by both intelligence agents AND on the battlefield. As a result, it’s won a whole series of major AI contracts. In the past few months alone, it’s won contracts from the U.S. Army and the U.S. Special Operations Command... which sent its share price on a tear. It shot up 286% in just six months.
ROB:
It was... The same thing happened when DOGE audited the Department of Education. Elon’s people went in, they took a whole load of data, and they fed it into an AI system to look for places where the budget could be cut.
ROB: It’s probably the best-known example of what we’re talking about... But it’s certainly not the only company profiting from these AI contracts.
REVIEW BY JULY 18
DOGE: PHASE II // PAGE 7
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