It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street.
And Trump has publicly backed it?
ATTENTION: TECH INVESTORS
BREAKING NEWS
Two Tech Policy Bombshells Could Create Historic Market Opportunities
Revolutionary chip revenue-sharing and quantum computing developments may reshape trillion-dollar technology sectors
This is a MUST-READ ↓↓↓
Editor's Note:
Washington's unprecedented 15% revenue-sharing arrangement with chip giants and Microsoft's controversial quantum leap are creating market dynamics that seasoned analysts suggest could define the next decade of tech investing. While Senate Democrats reportedly mobilize to challenge one deal and leading physicists debate another, astute market participants appear to be positioning aggressively. Are you prepared for what could unfold?
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Trusted Partner Presentation
Nvidia's Quiet $1 Trillion PivotNvidia and its powerful chips are the face of artificial intelligence. But while everyone's patting Nvidia on the back for record earnings… It's quietly moved on to the next phase of AI it plans to conquer… Nvidia recently unveiled essential blueprints for this crucial $1 trillion pivot. Click here now and find out about the three companies Nvidia absolutely needs to succeed in this vital new AI frontier. 
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Seismic policy shifts are electrifying technology markets as two potentially game-changing developments converge. Reports indicate the Trump administration has forged an unprecedented 15% revenue-sharing agreement with Nvidia (NVDA) and AMD (AMD) for China chip sales, establishing what Treasury Secretary Scott Bessent reportedly called a revolutionary model that could transform tech exports across multiple industries. Simultaneously, Microsoft's (MSFT) bold announcement of its Majorana 1 quantum chip--despite facing intense scientific debate--has helped propel quantum stocks like IonQ (IONQ) up an eye-popping 294%. These parallel disruptions may be creating rare entry points for both nimble traders and strategic long-term investors.
Policy Revolution Sparking Market Volatility
The White House's reported arrangement requiring Nvidia and AMD to pay 15% of China chip revenues represents what could be the most significant shift in tech export policy in decades. Sources indicate President Trump initially sought 20% before reportedly accepting 15%, with Treasury Secretary Bessent suggesting this groundbreaking model could revolutionize how America monetizes technology exports. Six Senate Democrats' reported opposition letter Friday has injected volatility that could create compelling entry points for those monitoring Nvidia's H20 and AMD's MI308 chip export dynamics.
Massive Opportunities Potentially Emerging
Nvidia (NVDA), recently trading around $182-183, could see explosive growth if the 15% levy proves a small price for accessing China's multi-hundred-billion-dollar AI market. IonQ (IONQ) has already rocketed approximately 294% over the past year to an $11 billion valuation--yet with projected revenues of just $41-45 million in 2025, the quantum computing story may be just beginning. Microsoft (MSFT) offers a potentially lower-risk way to play the quantum revolution while maintaining big tech stability. AMD faces near-term headwinds that could create an attractive contrarian opportunity for those believing in its long-term AI potential.
Critical Catalysts Smart Money Is Watching
The semiconductor export licenses that reportedly took effect last week could trigger immediate revenue recognition once shipments commence, potentially driving significant revaluations. Microsoft's claim that quantum computing could achieve commercial viability "in years, not decades" aligns with Boston Consulting Group's projection of a market potentially exploding from $1-2 billion in 2030 to a staggering $90-170 billion by 2040--representing possibly one of the largest growth opportunities in technology history. The approaching trade discussions could serve as a major catalyst for semiconductor stocks.
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Trusted Partner Presentation
Nvidia, AMD, Intel, Taiwan Semiconductor Manufacturing, Google, Microsoft, Apple, Tesla, Oracle, Palantir, IBM… They all need this little-known company's product. And this company has a virtual monopoly in the U.S. That means this company that's located in an American ghost town — with only 30 people — could be the key to the $100 trillion AI boom. 
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Hidden Gems Most Investors Could Overlook
The revenue-sharing precedent could create asymmetric opportunities in semiconductor equipment makers and materials suppliers that might escape similar levies while benefiting from increased China trade. Chinese tech giants like Huawei could paradoxically benefit if Beijing's reported resistance to U.S. chips accelerates domestic innovation. The quantum computing supply chain--from specialized cooling providers to exotic materials suppliers--could offer extraordinary leverage to the quantum breakthrough without the binary risk of pure-play stocks. Companies providing hybrid classical-quantum computing solutions might capture the best of both worlds.
Why This Could Be a Defining Moment for Portfolios
The rare convergence of revolutionary export policies and potentially paradigm-shifting quantum breakthroughs may be creating the kind of asymmetric opportunity that sophisticated investors wait years to encounter. With political opposition mounting yet markets already moving billions on these developments, those with access to institutional-grade research and real-time intelligence could be uniquely positioned to capitalize. As one quantum expert reportedly noted, while "there is no publicly available evidence" supporting certain claims, markets often reward those who identify transformative trends before academic consensus emerges. The question isn't whether these developments will reshape technology investing--it's whether you'll be positioned to benefit when they do.
Before You Go...
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Trusted Partner Presentation
My Top 6 Robotics Stocks to Buy NowThe $24 Trillion Robotics Revolution is Here
Dear Reader, The robotics revolution is here. And it's set to impact everything from how we manufacture goods to how we drive, deliver packages, and even perform surgeries. According to Forbes, this could unlock a massive $24 trillion opportunity for investors. And I've zeroed in on 6 robotics stocks at the center of it all. I've detailed them across four exclusive research reports, each focused on a major frontier of the robotics boom: autonomous systems, Nvidia’s “silent partners,” smart manufacturing, and surgical robotics. These are all stocks backed by giants like Nvidia, Amazon, Sequoia, and Fidelity. And with regulatory green lights likely coming this August, the runway for growth could be massive. Best, Michael Robinson |
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Trusted Partner Presentation
President Trump just signed an executive order committing $500 billion to AI infrastructure.
And one small company is perfectly positioned to benefit.
This $3 AI stock has partnerships with Microsoft, Nvidia, and AMD.
And it's building the critical infrastructure for America's AI future.
If this article makes sense,
YOU NEED TO WATCH THESE TRENDING VIDEOS BELOW...
Donald Trump just won the election resoundingly. And already, in the first few hours after the news, Bitcoin has skyrocketed. Hitting all-time highs on the first day after the election. But that’s just the start …
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be the greatest bull market in crypto history. He believes Bitcoin will go to $150,000 — or more.
But there’s one coin he thinks could go even higher. It’s part of Trump’s special Project Crypto. His plan to make America “the crypto capital of the planet.” This could be his favorite coin.
And it’s definitely one of his vice president’s favorite. Click here to find out more about the coin that makes more than Bitcoin in the 2025 bull market.
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Could This be Trump's #1 AI Stock?
Trump promised to make America the leader of artificial intelligence
Jeff Brown believes Trump is about to grant "national security status" to this little-known company. This is the only company in the U.S. that can mine a metal that's critical to the $50 trillion AI boom. A virtual monopoly with massive potential.
Trump's Favorite AI Energy Stock??
Wildly profitable with billion in operating income
It's wildly profitable - Over billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it? Get the details on this #1 AI energy stock opportunity.
Stock at the Heart of Robotics Revolution
The Trillion Robotics Revolution Has Arrived
A revolutionary new robot is beginning to emerge. Elon Musk says it will "change civilization as we know it." Microsoft's Bill Gates said, "it will be as revolutionary as the PC." Creating a trillion dollar opportunity for investors.
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