Charles Sizemore

Everyone’s watching the wrong AI boom. While Wall Street and Silicon Valley obsess over ChatGPT-5 – or how many exaflops xAI is hoarding – they’re missing the real earthquake rumbling beneath the surface.  The foundations of the AI world are about to crack… reordering the entire semiconductor supply chain.

Are we finally seeing the effects of tariffs in prices? Last week, the producer Price Inflation (PPI) spiked to its highest levels in close to four years. If tariffs were the culprit, we could reverse the inflation by simply ditching them. It would be a problem with an easy solution. Unfortunately, that’s not what’s happening here.

As of this morning, the futures markets are pricing in a 93.8% chance that Powell cuts by 0.25% and a 6.2% chance he lops it by a full 0.5%. But is this a good thing? Not so much…

And every year, investors make the same mistake. August is often the start of a seasonally weak period for stocks. Trading volumes thin out, Wall Street’s biggest players go on vacation, and volatility tends to pick up. It’s a set of conditions that make it far too easy to make the single biggest mistake investors can make.

It’s almost nonsensical to talk about “the economy,” because it’s wildly different depending on where you look. The tech sector is booming, and most white-collar and creative jobs are still in good shape.
But outside of the tech bubble, it’s not looking so hot. The middle class and blue-collar economy is hurting. Inflation still stings… The manufacturing renaissance has not yet materialized. What gives?

Birthrates in the West have been low for decades. Today, women in all three countries give birth to just 1.6 babies on average. We’re now starting to see what a real worker shortage looks like. And it’s about to get a lot worse. Today, I’ll dig through the numbers to show you what our future may look like… and how physical AI might be our only solution at this point. Then I’ll show you how, as an investor, you can take advantage of this now unstoppable trend.