Trump Admin to Pump $1 Billion into this "Off-the-Radar" AI Stock

The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into MP Materials. The stock popped 200%. It bought 10% of Trilogy Metals. The stock popped 500%. And now, Trump has chosen this AI stock for a $1 billion payday.

Click here for the full story and stock pick (free).

☕️ GM Munchers! It's a short week, the Dow hit 52,000 for the first time in history, and Iran is back at the negotiating table. I would feel great about all of this if my wife hadn't already handed me a list of things to do before the Fourth of July. The market is at all-time highs. I am not.

On today’s menu:

• 📈 52,000 For The First Time In History

• 🤯 The Biggest Crypto Story In The World Right Now

• 🤖 Cathie Wood Made This Stock Climb 20%

• 🔧 Ford Just Admitted AI Can’t Do The Job

• 👀 He’s Now Projected To Win The 2028 U.S. Presidency

Yesterday’s numbers:

BREAKING NEWS

📈 The Dow Just Hit 52,000 For The First Time In History. Here's What Drove It.

America turns 250 this weekend and you really thought Trump would let the market be red? Yesterday was a good day. A genuinely good day. The Dow Jones closed above 52,000 for the first time ever, finishing at 52,182. Three things drove it and they're worth understanding.

• 🔤 Alphabet joined the Dow for the first time. Google's parent company replaced Verizon in the index and immediately jumped nearly 5% on its debut day. That single addition added meaningful points to the whole index overnight.

• ⚖️ The Supreme Court protected the Fed. The court ruled that Fed Governor Lisa Cook keeps her job, rejecting the Trump administration's attempt to remove her and preserving Fed independence. Markets love knowing the Fed isn't going to be turned into a political tool.

• 🕊️ Iran blinked again. The US and Iran agreed to stop their weekend tit-for-tat attacks and resume talks in Qatar on Tuesday. We called this last week. The market has completely stopped being afraid of Iran headlines. Missiles flew over the weekend and the market still hit a fresh all-time high. The war is background noise now unless the Strait of Hormuz physically closes.

Joining in on the fun, Tesla jumped 8.45%, Amazon gained 3.18%, and the semiconductor ETF climbed over 3%. The AI trade is back and it came back fast.

This is a short week with markets closed Friday for the Fourth of July. As we covered yesterday, the jobs report drops Thursday and Kevin Warsh speaks Wednesday. Those are the only two numbers that matter this week. Everything else is noise.

The Munch Take: A shaky ceasefire and raging inflation can’t even stop this market. Unless it’s a 10/10 emergency, Iran headlines no longer move this market and the focus will be shifting to interest rate hikes and AI spending for the rest of 2026. Enjoy the green.

🤯 This Is The Biggest Crypto Story In The World Right Now

We know. More Bitcoin. Bear with us. This one is genuinely wild.

Michael Saylor built his entire identity around one idea. Never sell your Bitcoin. He said it constantly. He said you should sell a kidney before you sell your Bitcoin. He called it the hardest money ever created. And yet, yesterday, his company Strategy authorized the potential sale of up to $1.25 billion worth of Bitcoin as part of a sweeping new capital management framework. The man who never sells just told his board he might sell.

Here's what's actually going on:

• 💸 The business model is under pressure. Strategy's common and preferred shares have fallen sharply alongside Bitcoin, making it harder to raise fresh capital by issuing new securities the way Saylor used to do. When you can't raise money the easy way, you start looking at what's in the vault.

• 🔄 The "never sell" mantra has been quietly updated. Saylor now says his earlier comments meant he'd always be a net buyer, and that Strategy plans to buy 10 to 20 Bitcoin for every one it sells. That's a very different sentence than "never sell." Like I always tell my wife, words matter.

• 📉 The prediction markets are not feeling bullish. Kalshi traders currently price a 76% chance that Bitcoin hits $50,000 before it hits $100,000 again. That's real money betting on more pain before any recovery.

The weirdest part? Strategy's stock actually jumped 13% on the news, its biggest single-day gain in about four months. The market loved it. Make of that what you will.

The Munch Take: We are long-term believers in Bitcoin. Supply is finite. Governments keep printing money. We bought last week and will likely buy more this week. Remember, the best time to buy something is when everybody hates it, and right now everybody hates it. That said, if you are absolutely exhausted by our Bitcoin coverage, just hit reply and type "Buddy, mix up the topic." We genuinely won't be offended. We want to make the best newsletter possible and we always love hearing from our readers. Don't be shy.

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

📡 $CHTR Charter Communications surged 9.38% after Bloomberg reported the company is in talks with SpaceX to build a consumer phone product together. Elon Musk and your cable provider in the same sentence. Make of that what you will.

🚨 $SMCI Super Micro lost 8.1% after Taiwanese authorities raided its offices as part of an investigation into alleged semiconductor smuggling. A chip smuggling investigation is not a great headline at any point. It is a particularly bad one right now.

📉 $VZ Verizon fell 5.24% after disclosing expected Q2 losses of $700 million to $800 million tied to a new joint venture with the UK's BT Group. Verizon just got kicked out of the Dow and immediately announced hundreds of millions in losses. Rough Monday.

🤖 $CBRS Cerebras Systems surged nearly 20% after Cathie Wood's ARK Invest was spotted buying over 20,000 shares on Friday. The AI chip company, considered one of Nvidia's closest competitors, had fallen 40% from its listing price to an all-time low just last week. Cathie Wood buying your all-time low is either a lifeline or a warning sign depending on your opinion of Cathie Wood.

STOCK OF THE DAY

🔧 Ford Just Admitted AI Can’t Do The Job. Humans Are Back.

In a world that can't stop talking about AI taking everyone's jobs, Ford just did something nobody expected. The company admitted it leaned too hard on AI for quality control and spent the past three years quietly rehiring 350 veteran engineers to fix the mess. Ford's own VP said it plainly: they thought plugging AI into their system would build better cars. It did not.

The experienced engineers, nicknamed "gray beards" inside Ford, now walk the factory floors every week looking for problems before they become recalls. The AI is still there. It just needs a human to tell it what to look for.

Turns out, going back to humans is working. Ford just topped the JD Power 2026 Initial Quality Study for the first time in 16 years. Lower warranty and recall costs are now saving the company hundreds of millions of dollars.

Now for $F Ford stock. It’s up roughly 5% year to date which is not exactly a standing ovation.

📈 The Bull Case:

• Q1 earnings crushed expectations with EPS of $0.66 against estimates of $0.19, and net income jumped 441% year over year. Lovely.

• Ford Pro, the commercial truck division, is printing money with double-digit margins and Super Duty posting its best sales in 20 years.

• Quality just jumped from 10th to 1st in JD Power rankings in a single year. That will show up in sales eventually.

📉 The Bear Case:

• Ford has written down $19.5 billion in EV assets with no profitable electric vehicle anywhere close to arriving.

• Tariffs are still a wild card. Ford's own guidance doesn't account for them.

• 5% year to date while AI stocks are up triple digits tells you everything about how Wall Street feels about old-school car companies right now.

The Munch Take: Ford fired its best engineers, replaced them with AI, watched quality fall apart, then hired them all back and called it a strategy. The lesson here isn't that AI is useless. It's that AI is only as smart as the people who taught it. The gray beards won this round. My wife has been saying experience matters more than technology for years. She was talking about our plumber. Guess she was right about Ford too.

The Biggest Growth Stock of All Time? (Ad)

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Now it's your turn...

TRADING SUCCESS

🤑 Tuesday Motivation

🚀 Pre-Market Fuel

1. 🤑 Investors are watching this fast growing tech company (Ad)

2. 👀 He’s now projected to win the 2028 U.S. Presidency.

3. 😏 This stock is now the most oversold in history.

4. 😬 Microsoft = Worst month since December 2020.

🍪 Munchy Memes

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