The Tesla Trap; Ellison Going Nuclear; Dont Count Headsets Out – Equities News

A lucky guy in California recently snagged the winning ticket for the $1.7 billion Powerball lottery.

Overnight billionaire. Thats the dream, I guess.

Americans spend more on lottery tickets than sporting events books movie tickets music and video gamescombined. Wild!

Of course, the odds of winning the Powerball are 1 in 292 million.

A much surer way to get rich is investing in great businesses profiting from disruption.

You only need to invest in oneAmazon AMZN ,Nvidia NVDA , orMicrosoft MSFT stocks that have surged 50,000% or more to change your life.

Finding one early on isnt easy but its certainly doable.

Heres whats happening

Electric vehicle (EV) pioneerTesla TSLA just announced lackluster earnings results.

Teslas stock is down 40% over the past two years.

Herein lies the danger of investing in the EV revolution.

Sales of battery-powered cars more than doubled in the past two years. So buy the top EV makers to profit, right?

This strategy has been a disaster lately. Heres how the top three EV stocks have fared:

Anyone can invest in fast-growing trends like EVs.But you must pair this with great businesses.

And unfortunately, there are no great EV businesses yet. Making battery-powered cars is cutthroat. Even Tesla makes less money on every car than it did five years ago!

This is why we only buy stocks that hit the sweet spot. Only great businesses profiting from megatrends qualify for ourDisruption Investorportfolio.

There are backdoor winners to the EV megatrend. More on these opportunities soon.

Larry Ellison, founder of software giantOracle ORCL , announced on Twitter hes funding a new approach to clean nuclear energy.

Guys,the nuclear renaissance Ive been writing aboutisreallypicking up steam.

Imagine (friendly) aliens land on Earth tomorrow. They discover nuclear power plants that generate thecleanest, safest, most reliable energyknown to man.

Theyre told America has only built one new reactor in the past 40 years and instead burns dirty coal and gas to keep the lights on.

Theyd think were a bunch of clowns!

The single-worst decision America made in the last 100 years was turning its back on nuclear energy.Thankfully, were righting those wrongs and re-embracing nuclear.

Larry Ellison is in. So is Microsoft.

It just announced it plans to build a fleet of nuclear reactors to power its data centers.

Ill say that one more time.

Microsofts data centers which power artificial intelligence (AI) tools like ChatGPT could soon run on clean, green, atomic energy.

Nuclear-powered AI superintelligence.Our futures so bright, I gotta wear shades.

This renaissance will cause demand for the fuel powering nuclear plantsuraniumto spike. In fact, uranium prices are breaking out to 15-year highs as I type.

Uranium miners likeCameco CCJ are going highermuch higher.

Someone on Twitter uploaded a video of themselves learning to play the piano through Meta Platforms META new Quest 3 headset.

You can now learn to play the piano (or any instrument) without taking expensive lessons or even owning a piano!

This is a total game-changer for wearable tech.

New devices catch fire only when they allow you to do something brand new. PC sales took off when the internet burst onto the scene. iPhone sales rocketed when killer apps like Instagram emerged.

AI is the killer app for wearables.

Theres no way well interact with AI tools through a six-inch glass screen.

Instead, well get piano lessons from our AI robo-tutor through wearable technology.

Metas Quest 3 isnt AIs iPhone moment. But its coming. Have you seen the speed at which wearable tech is improving?

Its obvious a major breakthrough is approaching.

Like always, there will be new winners and losers. Look atApple AAPL vs.Nokia NOK Nokia since the iPhone launched:

Three companies are vying to create the iPhone for the AI age:

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The Tesla Trap; Ellison Going Nuclear; Dont Count Headsets Out - Equities News