For decades, we were told that sending jobs overseas was good for business. Cheaper labor. More profits. That’s what Wall Street wanted – and Washington helped make it happen.
But here’s what really happened…
Factories closed. Supply chains got stretched across the globe. And the American middle class got gutted in the process.
Now, we’re at a turning point.
After years of outsourcing, offshoring, and hollowing out, the U.S. is finally serious about bringing its industrial base back home – and President Trump is putting the full weight of his second-term agenda behind that shift.
This policy shift is about a lot more than just jobs. It’s about power – economic, industrial, and national. And if you know where to look, there’s money to be made.
The Launch of the MAGA Fund
On February 6, 2025, President Donald J. Trump signed Executive Order 14196 – and and set in motion the most ambitious national investment initiative in U.S. history.
The order established the foundation for what’s now being called the MAGA Fund – America’s first sovereign wealth fund.
What does that mean?
It means the federal government is unlocking value from the asset side of the balance sheet – land, mineral rights, energy reserves, and infrastructure the U.S. already owns – and redeploying it as strategic investment capital.
Now, sovereign wealth funds already exist around the world. But this is a reimagining of how the U.S. supports its economic strength — by investing directly into the industries that matter most for our future.
What’s Driving the Boom
The MAGA Fund may be the biggest tailwind behind the scenes – but it’s just one part of a much larger shift.
Let’s break down what’s fueling this comeback – and how investors can ride it.
1. Policy Is Finally on America’s Side
Trump has made it clear – he wants to protect American companies. And he’s willing to back that with real policy.
That means:
- Tariffs on foreign goods that undercut U.S. manufacturers
- Tax breaks for companies that build and hire here
- And new investment incentives to spur growth in strategic sectors
It’s a clean break from the “free trade at all costs” mindset that dominated the last few decades. Now, if you make it in America, you get the support. And if you don’t, you get left behind.
2. The U.S. Energy Advantage
Manufacturing takes power. And lots of it.
Here’s the good news – the U.S. is producing more natural gas than ever. That means cheaper energy for American factories, data centers, and heavy industry.
In places like Germany and Japan, power prices are so high that companies are leaving. But in the U.S., we’ve got the energy edge. That’s one big reason why chipmakers, steel producers, and data center builders are expanding here.
And with AI now demanding 5 to 10 times more power than the internet we already use, this edge is only going to grow.
The Trump administration knows this, too. That’s why they’re prioritizing permits, pipelines, and production. That unlocks value for energy producers – and for the industrial firms that rely on them.
3. AI Will Supercharge American Industry
Forget what you’ve heard about robots taking jobs. The truth is, AI is about to create an industrial renaissance – if we have the infrastructure to handle it.
Every advanced manufacturing facility being built right now is wired for automation. Machine learning. Digital twins. Robotics.
This tech doesn’t just cut costs. It improves quality, speeds up production, and reduces dependence on foreign labor.
That’s why companies that serve this space – whether it’s aerospace suppliers, automation specialists, or power systems integrators – are suddenly getting serious attention from investors… and from Washington.
This is where industrial meets digital. And the profits will follow the companies that can do both.
What It Means for Investors
The old playbook is out.
For years, the best growth came from software and semis. And don’t get me wrong – those are still important. But now, real economy stocks are back in the spotlight.
We’re talking about:
- Precision parts makers
- Grid and power contractors
- Defense technology firms
- Industrial AI enablers
The Trump administration has already begun identifying “national priority” sectors. And that matters, because when policy and capital line up – especially when federal funds are involved – markets tend to move fast.
If you want proof, just look at past cycles.
During Trump’s first term, companies like Axon Enterprises (AXON) delivered triple-digit gains by serving critical national needs (equipment for law enforcement, powered by AI). They were in the right place, at the right time, with the right tailwinds.
That’s what we’re seeing again now – only on a much bigger scale.
Three Ways Investors Can Profit from the Industrial Revival
To put it simply, if you want to profit from what’s happening, here are the three areas to watch:
1. Policy-Backed Companies
Look for firms getting direct or indirect federal support – the ones aligned with reshoring, national defense, infrastructure, and critical materials. Tariffs and capital are favoring domestic producers, and the MAGA Fund is helping unlock new growth.
The point is policy is finally rewarding American companies. You want to be in the names getting those tailwinds.
Stock Pick: Broadcom (AVGO)
Broadcom sits at the crossroads of AI, networking, and national security – exactly where the Trump administration is focusing its efforts.
The company is a leader in custom silicon, enterprise software, and the hardware that keeps global data centers running. It designs and builds AI accelerators, networking chips, and high-speed interconnects that allow massive AI models to train and operate efficiently.
Broadcom’s position is so critical that it has partnered with Caltech to advance quantum computing – another strategic national priority.
Turning to the financials, Broadcom earned $4.87 per share on $51.6 billion in revenue last year. Analysts are looking for $6.61 per share on $62.7 billion in revenue – an increase of 35.7% and 21.6%, respectively.
Bottom line: As AI demand explodes and infrastructure investment surges, Broadcom is positioned to benefit directly – both from private capital and federal policy support.
2. Energy and Infrastructure Builders
Natural gas, pipelines, grid tech, and utility expansion firms are all seeing demand soar – because the new industrial economy runs on cheap, reliable power. And the U.S. is leading the world on that front.
Power is profit. The firms building and supplying America’s next-generation energy backbone are in a sweet spot.
Stock Pick: Vistra (VST)
That’s where Vistra comes in.
Vistra is one of America’s largest power generators, with 39 gigawatts of generating capacity supplied by natural gas, nuclear, solar and battery storage facilities spread across 12 states.
Now, you may be thinking… What does a utility company have to do with the AI Boom?
It’s simple, really. AI needs power. A lot of it.
Vistra is already delivering power to data centers that will fuel the AI revolution – and it’s using AI models itself to optimize operations at its power plants.
I should also add that Vistra is now the second-largest nuclear power provider in the U.S. The company also owns the Moss Landing Power Plant in California, which contains the largest battery energy storage system in the world. Both of these sources are increasingly favored by AI operators for their ability to deliver continuous power at a relatively cheap cost.
I should also add that since the bulk of Vistra’s operations are in Texas, it benefits from the ability to set prices based on market factors instead of having to deal with regulators.
For fiscal 2025, analysts expect earnings of $6.27 per share, down slightly from earnings of $7.00 per share a year prior. But revenue is expected to be $20.5 billion, up 19% from revenue of $17.2 billion in fiscal 2024. And for next year (2026), analysts are expect earnings to really take off.
Bottom line: As AI power needs soar and federal policy prioritizes domestic energy security, Vistra is in a strong position to grow.
3. Industrial AI Enablers
The smart machines are coming – and not just for software companies. Automation and AI are reshaping how factories run. Companies that make robots, sensors, analytics tools, and advanced systems are now at the center of modern manufacturing.
The winners here aren’t just tech, though. They’ll also be the companies that help our industrial and manufacturing sectors adapt and enable AI.
Stock Pick: Nutanix (NTNX)
That’s Nutanix’s specialty.
Nutanix is a leader in hyperconverged infrastructure (HCI), which allows companies to run complex AI workloads across both on-premises servers and cloud platforms. Its software simplifies AI data management, lowers costs, and improves system flexibility.
The company’s customer base includes more than 1,800 Global 2000 enterprises, including key defense contractors, healthcare providers, and government agencies.
Financially, Nutanix is scaling fast. For fiscal year 2025, analysts anticipate total revenue of $2.53 billion, which represents 17.5% annual revenue growth. Earnings, meanwhile are expected to leap to $1.74 per share, compared with $1.31 a year ago.
Bottom line: As companies modernize their data infrastructure to support AI adoption, Nutanix stands to capture significant market share.
Wrapping Up
America is rebuilding. And for the first time in decades, investors are being invited to profit alongside it.
If you’ve been waiting for a moment when policy, capital, and opportunity all line up – this is it.
For the first time in U.S. history, the federal government is launching a sovereign wealth fund – the MAGA Fund – designed to invest directly into companies that support America’s future.
That means energy, infrastructure, manufacturing, and defense are about to enter a whole new era of growth. And smart investors who get in early could be positioned to ride this wave from the ground floor.
I’ve put together a full briefing on how this fund works, why it matters, and how to position your portfolio to take advantage.
You’ll learn about the top three stocks on my radar… and why the MAGA Fund could be one of the biggest opportunities of our lifetime.
Don’t wait until Wall Street catches on. The opportunity is already in motion.
