I’ve Invested $330,471 in This Sector

I like to put my money where my mouth is.

If I’m talking about an opportunity… or a sector… it’s probably because I’ve put substantial capital at stake.

For the next three months – and possibly beyond that – there’s one sector of the stock market that’s my biggest buy.

I’ve invested hundreds of thousands of dollars – in the last month.

I’m not alone in this conviction, either.

See, I dug into all the portfolios at Paradigm Press.

Everything Jim Rickards publishes… from his vantage point of defense, metals and resources…

And every portfolio by James Altucher too… ranging from artificial intelligence and biotech to other, more advanced technologies.

In fact, Enrique Abeyta just recommended one of my favorite companies in this sector, too.

Across Paradigm Press, there’s one company that popped up again and again.

I’m going to name that business for you today, in this article. It’s not behind a paywall. You don’t need to subscribe to anything.

First, I want you to understand what’s at stake.

The Last Time This Happened, Shares Tripled — FAST

The last time I saw the stars align like this was last year during an event we held called the All-In Summit.

See, at the time, we were caught up in this trade war with China…

And that put rare earth metals in focus. Rare earths are essential to all our advanced technology. We can’t have the tech without these resources.

That’s why all three of our primary analysts recommended shares of USA Rare Earth (USAR). They own the largest deposit of these metals anywhere in the world, outside China, who controls over 90% of the world’s processing.

Then, something remarkable happened.

Within two months, shares tripled in price. Reports began to leak of a direct government backing. More investors became aware of the company’s strategic position relative to the Chinese trade war. Analysts started to aggressively raise their price targets.

And that was just the shares. Readers who decided to leverage their trade using options made up to 1,000% — again, in just two months’ time.

(I’ve personally used options to make 1,000% dozens of times… those who say it cannot be done are lying to you).

Sure enough, the government ended up taking a direct stake in the business.

A New, “All In” Buy?

Their research is aligning once more.

There’s a new technology that’s essential to our nation’s security. We can’t protect our borders without it. And we can’t wage war properly without it either – at least, not anymore.

We’ve learned this the hard way due to the war in Iran. They’re using this technology against us to control the Strait of Hormuz and hold the global economy hostage.

Jim likes it for the defense implications. He sees a lot of money rushing into this sector. And indeed, the government is requesting a sizeable increase from last year, for this year’s budget (which starts October 1).

James likes it for another reason. Yes, it’s critical for all the aforementioned reasons. But it’s also one of the finest, real world examples where artificial intelligence is converging with robotics and real automation. Add in the government’s backing… and it looks like a layup.

I’m talking about drones – the technology that is rapidly replacing soldiers on the battlefield.

They’re used for a variety of purposes… surveillance and reconnaissance… kamikaze strikes… and even to counter-strike other drones.

These weapons have been on display during the Ukraine war for almost five years. Russia and Ukraine both use them extensively. There have been numerous, high profile instances where Ukraine has used drones to penetrate Russian territory and disable key infrastructure – allowing them to hold the enemy at bay. It’s one of the reasons this war has dragged on for so long.

Then there’s the war in Iran. Iran can produce drones for about $35,000 that can take out any ship in the Strait. It’s given them massive leverage.

But the biggest fear that I have personally in all this is China. There’s one Chinese company, called DJI, that can produce more drones that every business in America, combined… on a factor of about 100.

China is way ahead when it comes to robotics (not just drones) and other forms of automation. It’s one of the secret reasons why America has been building out AI data centers so aggressively – because we need to catch up, and fast.

The One Stock You Need to Own

The one company that keeps popping up across Paradigm Press is AeroVironment (AVAV) – the largest pure play in the drone space.

They manufacture a kamikaze drone called the Switchblade. It launches into the air, loiters in mid-air while it searches for its target, then attacks – falling from the sky to disable an enemy.

It comes in multiple sizes. Soldiers can carry smaller ones on their back and launch from a strategic position. Larger ones can take out tanks.

The U.S. army has ordered thousands upon thousands of these.

The company is also working on a newer product line, called Mayhem, that is larger, has more range – and is designed to be fully autonomous. It can also perform intelligence gathering, conduct electronic warfare, and of course, bomb opponents to hell.

I own quite a bit of the stock.

But I’m not putting all of my eggs in one basket.

The Government’s 24,000% Investment

I personally own shares of it as well. Enrique also recommended shares of it to some of his subscribers this week.

However, Jim also recommended a special trade that could return more than 10-times your money within weeks.

We’re targeting a major catalyst date.

See, the new federal budget starts October 1. And the government is requesting 24,000% more money for its autonomous warfare program.

Last year, this program received $225.9 million in funding.

This year, they’re asking for $54.6 billion.

The overall budget for drones, counter-drones and autonomous systems is expected to be even larger — $74 billion. We’re talking about the kind of money that major branches of the military spend – all being summoned at once to create what Jim calls “a seventh branch of our nation’s military.”

Nothing has ever happened on this scale.

And as we get closer and closer to the new fiscal year, we expect Wall Street to front run the opportunity.

Because starting October 1, we could see tens of billions of dollars rushing into this relatively new sector of the market where the companies are all really small. AVAV itself is not even a $10 billion company. And when small businesses get enormous backing from the most powerful government in the world, shares can move fast.

I really want you to understand what’s coming. Because this is a major investment theme. And I think it’s going to make a lot of people rich over the next year.

Jim is recommending a trade that could rise rapidly as we march into the new fiscal year. And it’s all starting this week, as Wall Street reveals some important data about how they’re positioning themselves.

I’ve positioned myself accordingly. But it’s also my responsibility to help communicate these ideas to our readers – because I get a bad feeling in my stomach when I’m making money and you’re not.

This opportunity rests at the convergence of so many forces… Washington and Wall Street… AI and defense… robotics and software… and the Pentagon is requesting tens of billions of dollars for it.