Hey everyone,
Here's a newsletter Iâve been following, Money Machine Newsletter. If you want to understand whatâs happening in the world, follow the money.
This newsletter is 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 wonât find the same watered down stock picks like other services. Nor will you find the same regurgitated mainstream media information here.
Iâll let Money Machine Newsletter take it from hereâŚ
This weekâs market, investing, and business insights from insiders and experts outside the mainstream media:
The next $26T wave is approaching.
Today itâs a lab toy. Tomorrow, a $72B shift.
THIS stock is a gas toll empire.
The quiet middle is starting to win BIG.
And more. Letâs get to it!
Top Insights of the Week
1. đ Nothing Stops THIS $26 Trillion Wave
Marc Andreessen just made his boldest bet yet⌠on humanoid robots.
He says theyâll be bigger than the internet. A $26T industry.
With billions of robots doing real-world workâcleaning homes, building cars, helping doctors.
AI is getting a body⌠itâs stepping out of the browser and into the real world. Literally. Andreessen calls this âembodied AI.â But the U.S. must moveâfast. Marcâs warning? If America doesnât build these robots first, China will.
Chinaâs already pouring billions into AI + robotics. Their âMade in China 2025â plan is no joke. It includes building millions of robots and controlling the global robot supply chain.
The fear? If the U.S. doesnât act, weâll be buying our robotsâand our futureâfrom someone else. Marcâs push is simple⌠Build âalien dreadnoughtâ factoriesâfully automated production lines. Not old-school assembly. High-tech. Scalable. American-made.
2. đ§ AIâs Next Brain
Everyoneâs glued to AI. Watching it write essays, code, and maybe take your job. But underneath? Same old tech. Same silicon. Same rules. Quantum computing doesnât play by those rulesâŚ
Itâs not just âfaster.â Itâs different. It doesnât think in 1s and 0s. It thinks in maybes. In probabilities. That opens up problems we couldnât even touch before.
Letâs zoom outâŚ
Still feels too sci-fi? Hereâs whatâs actually happeningâŚ
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 doesnât guessâknows.
Shipping routes that make FedEx look clunky.
Hereâs what no one is talking aboutâŚ
China is outspending the U.S. 5 to 1.
U.S. quantum industry today? Still smaller than Dogecoin. Think âbuying Bitcoin at $500â early.
Estimated 840,000 jobs coming by 2035.
Governments arenât treating this like science class. Theyâre treating it like oil.
3. â˝ď¸ A Gas Toll Empire
Most energy companies gamble on oil prices. Cheniere (NYSE: LNG) doesnât. They donât drill. They donât speculate. They ship liquefied natural gas (LNG) across oceans â and get paid like clockworkâŚ
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 â 15 to 20 years â with giants like BASF and Equinor. That means steady cash, even if prices swing.
LNG demand is soaring â up 26.8% a year through 2033. Asia and Europe canât build fast enough. And 20% of U.S. exports? Cheniere handles them.
Big things are coming⌠Corpus Christi Stage 3 goes live soon⌠Sabine Pass expansion is next⌠Thatâs 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, thereâs $27B in debt. But theyâre managing it â paying it down and refinancing.
RisksâŚ
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. đł Hybrid Sales Hit New Highs
1 in 8 cars sold in the U.S. is now a hybrid. Thatâs more than full-electric cars, which are losing steam. Toyotaâs bet on hybrids is paying off.
EV hype is cooling. Only 7.1% of new cars are fully electric. Hybrids are quietly winning â theyâre cheaper, simpler, and fit how most people actually drive.
Gas cars still dominate in the U.S.â78% 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. đ ChatGPT Traffic Has Overtaken Wikipedia
ChatGPT just passed Wikipedia in U.S. web traffic, hitting 780M (according to Similarweb) visits in April â a 14% jump from March. Americans are visiting ChatGPT about 14 times each on average.
People arenât just trying ChatGPT â theyâre sticking around. It's becoming the go-to place for quick answers, even more than Wikipedia.
3. đ° 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 Muskâs AI company, xAI, just joined the $100B+ âhectocornâ club.
The bar keeps rising. Unicorns are normal now. Investors are chasing even bigger bets. xAI is only 2 years old, yet itâs already worth $113B, making it the 4th biggest startup on Earth.
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Money Machine Newsletter
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