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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:

  1. Look beyond chips
    The first wave is priced

  2. Focus on energy exposure
    Power = next bottleneck

  3. Prioritize durability
    Long-term contracts > hype

  4. Avoid crowded trades
    Everyone owns AI leaders already

Cheap Investor Checklist

Track these signals:

  1. Microsoft deal details (structure, duration)

  2. Power costs for data centers

  3. Utility and energy stock re-ratings

  4. Nuclear project announcements

  5. AI capex vs power availability

  6. Grid investment acceleration

  7. 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.

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