The stock market is a fickle beast. One minute it’s obsessed with high-flying AI stocks like Nvidia, the next it’s panicking about a potential slowdown in chip demand and fleeing for the perceived safety of gold and bonds.
But here’s the truth: Smart investors know that big wins don’t always come from chasing the hottest trends. Sometimes, the biggest profits come from companies that are quietly and efficiently using technology to transform their businesses – regardless of what the headlines are saying or whether the Fed cuts rates.
My friend Chris Campbell calls this phenomenon “Flying Car Syndrome”. It’s the idea that we get so caught up waiting for flashy, futuristic tech to change the world overnight that we miss the real revolutions already happening behind the scenes. Remember how the internet transformed communication in research institutions and the military long before it brought us Amazon and Facebook? AI is following a similar path.
“While flashy consumer apps may be slow to materialize, AI is already showing signs of transforming industries like agriculture, logistics, and energy behind the scenes. The quiet revolutions happening in these sectors are laying the groundwork for the consumer breakthroughs that will come later.” – Chris Campbell, Flying Car Syndrome
This “Stealth AI” revolution is creating a massive opportunity for investors who are willing to look beyond the hype. I’ve assembled a watchlist of companies that are using AI to dominate their industries, even as the broader market frets over interest rates and the whims of Jerome Powell.
Here’s your Stealth AI Watchlist for September:
1. Deere & Company (DE):
The agricultural equipment giant is transforming farming with its AI-powered tractors and precision planting systems. Deere’s See & Spray technology, for instance, uses computer vision and machine learning to identify and spray individual weeds, dramatically reducing herbicide use and driving up crop yields. This kind of innovation is what makes Deere an undisputed leader in the rapidly growing agricultural tech space.
2. United Parcel Service (UPS):
The global logistics giant is using AI to optimize its delivery routes, automate its warehouses, and create a more efficient supply chain. The company’s ORION system, for example, uses sophisticated algorithms to create the most efficient delivery routes – saving millions of miles and millions of gallons of fuel every year. As e-commerce continues to grow, and AI continues to advance, UPS is positioned to reap massive rewards.
3. Boeing (BA):
Yes, Boeing has had its share of challenges in recent years. But the aerospace giant is quietly using AI to revolutionize aircraft design, maintenance, and pilot training. Boeing’s AnalytX platform, for example, uses AI to analyze vast amounts of data to improve aircraft performance, predict maintenance needs, and even reduce pilot fatigue. The company is also developing AI-powered systems for autonomous flight, which could be a game-changer for the airline industry.
4. ExxonMobil (XOM):
Big Oil isn’t exactly known for being cutting edge. But ExxonMobil is quietly using AI to enhance its exploration and drilling capabilities, optimize its refining operations, and reduce its environmental impact. The company’s AI-powered reservoir modeling software, for example, helps it discover and extract oil and gas more efficiently. As the world’s energy needs continue to grow, ExxonMobil’s use of AI will be vital to its long-term success.
These are just a few examples of how companies are quietly using AI to win. Forget the hype – this “Stealth AI” revolution is the real deal. And it’s only going to get bigger and more profitable from here.
Action to Take:
This is your wake-up call. Start looking beyond the headlines and into companies that are quietly using technology to create a better, more efficient, and yes – more profitable future.
Tomorrow, we’ll discuss three stocks to buy as the dollar’s global dominance comes to an end. It’s a great strategy for those who are worried about what might happen if the current bubble in stocks pops.