In 1947, America promised the world stability, and we built an empire on it. But nearly eighty years later, that promise is no more.

The era of Pax Americana is ending, replaced by something far more transactional. Investors who still believe U.S. power is about policing the world may be missing the real story: Washington is no longer protecting assets … it’s acquiring them.

From oil fields to rare earths to drones, a new strategy is taking shape, one driven by political survival and inflation control. The proof is already visible in a proposed $500 billion surge in defense spending and a sharp pivot toward next-generation warfare.

Which is why this Tuesday, January 27, I’ll be hosting a special broadcast — focused on the most important government-backed investment setup of 2026 … the “Genesis Mission,” and the short window investors have to act before execution begins.

To understand why the Genesis Mission matters so much (and why the government is moving with such urgency), you have to zoom out…

The Genesis Mission

Washington’s old laissez-faire approach – letting the “invisible hand” of the market rule – hollowed out key industries and left the nation dependent on geopolitical rivals for vital materials. 

No more. 

In response, Washington is bringing a very visible hand to bear.

This pivot is government-led and mission-driven. U.S. leadership has essentially declared: If a company or asset is essential to American dominance in artificial intelligence and other strategic technologies, it will be supported, fast-tracked, even subsidized. 

If not, it may find itself in the crosshairs. The focus now is on hard power and supply-chain security rather than global policing or abstract free-market ideals. 

We saw early hints of this shift when U.S. officials talked about buying Greenland for its rare earth minerals, or when America imposed sweeping export bans to choke off China’s access to advanced chips. 

Recently, it became unmistakable: the U.S. is willing to intervene, invest, and even bend rules to obtain what it needs … from energy reserves to semiconductor factories. 

Economic ideology has taken a back seat to execution. What matters is ensuring America controls the resources and innovations required to win the 21st-century tech race.

Crucially, this new philosophy has now been formalized under a landmark initiative known as the “Genesis Mission.” 

In late 2025, the U.S. government launched the Genesis Mission as a coordinated national effort akin to the Manhattan Project or Apollo Program. Its goal is simple and audacious: achieve undeniable, durable U.S. dominance in AI and high-impact technologies. 

It’s a modern-day moonshot for American innovation and security. The Genesis Mission brings together federal muscle, top scientists, and leading corporations in a united front. 

The Department of Energy, defense agencies, universities, and tech firms are partnering to pour unprecedented resources into AI research, supercomputing infrastructure, chip manufacturing, quantum science, biotechnology – whatever it takes to secure the country’s technological leadership. 

The White House explicitly frames this as a Manhattan Project-scale endeavor, underscoring the urgency and ambition behind it. In practical terms, it means fast-tracking projects and tearing down barriers: regulatory hurdles are being bulldozed, red tape cut, and timelines accelerated by government decree. 

We are watching the merger of state and industry interests on a scale not seen in generations – what Palantir’s (PLTR) CEO Alex Karp has evocatively called the rise of a “Technological Republic,” where the state directs capital and innovation toward a supreme objective.

Make no mistake, this is economic mobilization for national survival. If America “can’t afford to lose” the AI race, as leaders openly state, then policies will be crafted to make sure it doesn’t lose. Ideology and free-market orthodoxy are subordinated to that mission. 

The U.S. government has effectively named its winners – the sectors and companies crucial to the Genesis Mission – and is channeling vast sums their way. Trillions of dollars from public programs and private capital are being mobilized to build out AI superclusters, domestic supply chains, and next-generation networks. 

Energy independence and dominance are being pursued with the same zeal: consider the sudden priority on opening new oil and gas supplies and ramping up advanced energy tech – all to fuel power-hungry AI systems. 

In this light, formerly unthinkable moves (like intervening in a foreign energy industry or spending like it’s wartime) start to make strategic sense. It’s all part of Genesis Mission America – a nation retooling its entire economy for a high-stakes technology showdown.

Why This Matters for Investors Now

For investors, this sea change in policy translates into a new market paradigm – and a narrow window of opportunity. When the government directs the economy toward a goal of this magnitude, the winners and losers in the market get reshuffled. 

We’re already seeing it. The old playbook of the 2010s – favoring consumer tech, apps, and decentralized novelties – is being replaced by an emphasis on strategic industries and “hard tech.” 

Companies that help fortify the nation’s tech arsenal are being propelled forward, while those deemed non-essential or hindrances could find themselves facing stricter regulation or antitrust scrutiny. 

In short, the capital is flowing into AI, defense, and infrastructure … and out of frivolities. Investors who don’t adjust will get “slaughtered” by the new realities.

The Genesis Mission is creating clear winners: firms providing the choke-point resources and capabilities the U.S. needs to achieve tech supremacy. 

Think of businesses supplying high-performance semiconductors, critical minerals for batteries and chips, cutting-edge AI software, secure cloud and supercomputing services, advanced defense systems, and energy technologies to power it all. These are now priority assets. 

When Washington effectively tells Big Tech and industry, “You have an unlimited budget and a mandate … build the most powerful AI infrastructure in history, and don’t let anything stop you,” that is a tidal wave of money and support coming their way. 

But it also means bottlenecks – like lithium, rare earth metals, high-end chips, uranium, even specialized manufacturing equipment – are poised to skyrocket in value. Whenever unlimited capital chases scarce resources, the price of those resources goes parabolic. 

Astute investors will position themselves in those choke points of the supply chain … the indispensable inputs and producers that the new Technological Republic cannot function without. Those are the stocks with potential to multiply as the Genesis Mission unfolds.

History has shown that the market rewards those who understand such strategic inflection points early. In the 1940s, only a prescient few noticed that obscure chemical and engineering companies were getting secretive government contracts … and bought in before the Manhattan Project’s purpose became obvious. 

In the 1960s, those who recognized that massive federal spending on rockets and computing was not folly but the Apollo Program laying groundwork for new industries were able to ride the coming boom in aerospace and semiconductors.

In each case, once the headlines confirmed the success – an atomic bomb, a Moon landing – the easy gains had already been made by investors who saw the trend in advance. 

Today, we stand at a similar crossroads. The U.S. has hit the “hard reset” button on its economy to win the only game that truly matters: the race for advanced AI and ultimately Artificial Superintelligence. The Genesis Mission is still in its early innings … That means right now, the window is still open for investors to get in on the ground floor of this historic mobilization.

Timing is critical. Every week, new policy moves and funding commitments are rolling out: subsidies for chip fabs here, Department of Energy grants for AI research there, Pentagon contracts for next-gen computing and weapons systems. 

Once these initiatives are fully public and the mainstream financial media trumpets the “AI Manhattan Project” underway, the opportunity for outsized profits will start to shrink. The market will have woken up and bid these strategic asset plays much higher. 

That’s why this moment – before Genesis Mission dominates front-page news – is so crucial. Investors who act now, repositioning portfolios into the sectors and companies aligned with America’s 21st-century mission, stand to benefit the most. We are talking about a narrow window in which to stake claims in the future pillars of American dominance.

The Government Wave Is Coming

The bottom line: a massive government-driven wave is about to sweep through the markets, rewarding those who own what the nation needs and punishing those clinging to yesterday’s priorities. It’s both educational and urgent to recognize this. 

Just as a new Apollo-era investor had to adapt or die, today’s investor must pivot to this Genesis Mission paradigm or risk being left on the sidelines. 

Our Genesis Mission broadcast will go live this Tuesday, January 27.

There’s no registration and no link to hunt down. If you’re a subscriber, you’ll get all the details directly through your regular Hypergrowth Investing issue in the days to come — including how to watch as soon as it goes live.

The U.S. government has effectively drawn a new roadmap for where innovation and capital will flow. 

Follow that roadmap, and you align yourself with perhaps the most powerful economic force in the world: a national mission with every incentive to succeed. 

Miss it, and no amount of hindsight will make up for the lost opportunity. 

The message for investors is clear: understand the Genesis Mission, get positioned in its path, and do it now – while the rest of the world is still waking up to the new reality.

I’ll see you Tuesday.