The mainstream media is panicking about the government shutdown.
Wall Street isn’t.
Instead, money is pouring into AI stocks.
On Day 1 of the shutdown, look at the MASSIVE moves in some of the options activity for the usual AI suspiects:
Look at these 1-day returns on NVIDIA options!
Also enjoyed by their rival, AMD:
Another stock Soundhound AI’s one-day gains, as the government shutdown kicked off:
And you better believe the stock that’s automating the government itself…
Palantir…
Also gave big 1-day gains on the first day of the shutdown.
And this was all happening while the market was down during the shutdown!
So What The @#$% Is Going on Right Now?
The fact is, this shutdown is a boon to AI.
A new Politico report confirms it:
Trump is “all-in” on AI.
And that’s creating a split in Washington. They see AI as a threat to government jobs. They might actually have to put in a real day’s work like the rest of us now that AI can do their job.
But we believe Trump sees AI as the replacement.
Instead of 40 hours a week for federal employees…
AI runs 84 hours a week.
365 days a year.
No breaks. No pensions. No shutdowns.
Why Investors Are Winning
Shutdowns are temporary.
But the AI takeover? Permanent.
We’ve said it all along… AI is one of the pillars of this decade.
Every budget fight… every political circus… every shutdown… only makes the case stronger.
Because when government doesn’t work — AI will.
That’s why we built the Forever Portfolio around unstoppable themes like AI, Bitcoin, Gold, and Real Estate.
These are the assets that grow stronger the more Washington fails.
