A message from our friends at InvestorPlace Media (Sponsor)
Goldman Sachs: 300 Million Jobs Will Disappear
Editor's Note: Louis Navellier has spent 40+ years identifying stocks before major tech waves – his system helped him flag Nvidia before its 82,000% run. Today, he's revealing the three stocks at the center of the biggest AI buildout in history. Click here for the full story or read more below.
Dear Reader,
Goldman Sachs just predicted 300 million jobs will disappear.
Not in 10 years. Not in 5.
This is starting NOW.
30,000 layoffs at UPS. 16,000 at Amazon. Factories are going "lights out" with zero human workers.
And now Elon Musk's "Project Apex" is set to accelerate this labor crisis.
A Nobel Prize-winning scientist says what Elon is building "could have an even greater impact on society than the internet."
Nvidia's CEO calls it "superhuman."
And competitors are so panicked, they're flying spy planes over the facility to figure out how it works.
Look, I'm not telling you this to scare you...
I've spent 40+ years analyzing technological shifts like this. My proprietary system has helped me identify winning stocks before every major tech wave.
I'm telling you because on the OTHER side of this disruption is a historic investment opportunity.
The last time a technology shift this big happened, early investors in the right supply-chain stocks had the chance to see extraordinary gains. Lithium Americas: 1,452%. NIO: 1,755%. Blink Charging: 3,648%. All in under two years.
I've pinpointed one tiny company at the center of Elon's AI revolution - 49 times smaller than Tesla – that's become the "secret weapon" of Microsoft, Meta, Amazon, and Google. I'll also share two more stocks positioned for this wave – but I believe this one is the must-own.
Regards,
Louis Navellier
Senior Investment Analyst, InvestorPlace
P.S. My #1 AI pick is 49 times smaller than Tesla but it's powering Microsoft, Meta, Amazon, and Google. Get the name and ticker in this free briefing before this story goes mainstream.
BONUS ARTICLE
Microsoft’s Next AI Bet Isn’t Software—It’s Power
Everyone thinks AI is about chips.
It’s not.
Not anymore.
Microsoft is reportedly in exclusive talks with Chevron and Engine No. 1 to secure a dedicated power supply for its AI infrastructure buildout. That’s not a side project. That’s a signal.
Because when a company like Microsoft starts locking up energy capacity, it tells you one thing:
The next bottleneck in AI isn’t compute—it’s power.
Scoreboard: What Actually Happened
Here’s the clean setup:
Microsoft is in exclusive talks with Chevron and Engine No. 1
The goal: secure long-term power supply for AI data centers
This comes as hyperscalers ramp AI capex aggressively
Data center energy demand is rising at double-digit rates annually
This isn’t about a single deal.
It’s about Microsoft admitting that scaling AI requires control over inputs most investors aren’t watching yet.
The Real Reason This Matters
Let’s translate this into plain English.
AI systems require:
Massive compute (GPUs)
Massive memory (HBM)
Massive data movement (networking)
And now… massive electricity
The problem?
Power infrastructure doesn’t scale as fast as chips.
You can order GPUs in quarters.
You build power generation in years.
That mismatch is the real story.
Deep Dive: What Microsoft Is Actually Doing
Microsoft isn’t becoming an energy company.
It’s doing something more strategic:
Securing guaranteed access to power before it becomes scarce.
Think about it:
AI data centers are becoming power-hungry “industrial assets”
Some facilities already consume as much electricity as small cities
Future clusters will be even larger
If power becomes constrained, growth slows—no matter how many GPUs you have.
So Microsoft is moving upstream.
That’s what smart operators do when supply chains tighten.
The Cheaplist: Where This Trade Shows Up
This is where things get interesting for a bargain hunter.
Because the market is still mostly focused on:
Nvidia
Microsoft
AI software
But the second-order winners?
Still underappreciated.
1) Energy Infrastructure (Quietly Critical)
Names to watch:
Chevron
Independent power producers
Why they matter:
Long-term contracts = stable cash flow
AI demand = structural, not cyclical
Cheap angle:
These names are not priced like “AI beneficiaries”… yet.
2) Nuclear & Alternative Power
Examples:
Oklo
Advanced nuclear developers
Why:
AI requires reliable, baseload power
Renewables alone don’t solve consistency
Translation:
If AI keeps scaling, nuclear moves from fringe → necessity
3) Grid & Electrification Plays
Think:
Transmission
Grid modernization
Energy efficiency tech
These are the “picks and shovels” of the power layer.
And right now?
They’re still treated like boring infrastructure.
Is Microsoft “Cheap” Here?
Let’s be clear.
Microsoft is not cheap in the traditional sense.
But that’s not the right question.
The real question is:
Is the market fully pricing the cost—and complexity—of scaling AI?
Right now, probably not.
Because if power becomes a gating factor:
AI margins compress
Capex rises
Timelines extend
That changes valuation math.
Bull / Base / Bear
Bull Case
Microsoft locks in long-term energy supply
AI capacity expands without constraint
Power costs stay manageable
→ AI growth continues uninterrupted
Base Case
Power becomes a moderate constraint
Costs rise but remain manageable
Select infrastructure players outperform
→ Market rotates into “energy for AI”
Bear Case
Power bottlenecks slow deployment
Costs spike
Returns on AI infrastructure compress
→ AI trade broadens—and becomes more selective
Action Plan for the Cheap Investor
This is not about chasing Microsoft.
It’s about understanding where the edge is shifting.
What to do next:
Look beyond chips
The first wave is pricedFocus on energy exposure
Power = next bottleneckPrioritize durability
Long-term contracts > hypeAvoid crowded trades
Everyone owns AI leaders already
Cheap Investor Checklist
Track these signals:
Microsoft deal details (structure, duration)
Power costs for data centers
Utility and energy stock re-ratings
Nuclear project announcements
AI capex vs power availability
Grid investment acceleration
Hyperscaler energy partnerships
Bottom Line
Microsoft just told you something important.
Not with earnings.
Not with guidance.
But with where it’s spending attention.
AI isn’t just a software story anymore.
It’s an infrastructure story.
And infrastructure always comes down to one thing:
Who controls the inputs.
Right now, power might be the most overlooked input in the entire AI trade.
And for a bargain hunter…
That’s usually where the opportunity starts.
Disclaimer: This editorial is for informational purposes only and should not be considered investment advice. Always conduct independent research before making financial decisions.