Good morning.
Here’s the thing: we think AI is going to take your job.
Maybe not this year, or next year, or in five years.
But in 10 years? 20 years? We believe AI and robots will be doing it all.
So, if the companies building the AI and robotics industry are going to take your job…
We think the most natural thing to do is to invest in them. Because they very well may take you or your children’s ability to make income.
They become your income, your wealth-building tools.
That’s why we cover AI and robots so much. If this is the future, like we believe it is, then we want to be invested.
In this issue:
3 industries AI is replacing and 3 stocks to look at in response
The unlikeliest AI winner: Japanese toilet company Toto
Apple's historic decoupling from the Nasdaq hits 2006 levels
Wendy's surges 17% as Trian explores a buyout
Let's get into it.
This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.
In partnership with Porter’s Daily Journal
It’s happening right now…
A turning point that the former CEO of Google says is:
“The most important thing that’s going to happen in about 500 years – maybe 1,000 years of human society – and it’s happening in our lifetime.”
Yet very few are fully warning you of what’s coming.
Instead you’re kept distracted by the inane trivialities of “bread and circuses” while the very fabric of our lives erodes beneath our feet.
As one former U.S. Treasury Secretary says:
“When your great-grandchild writes the history of this period, my guess is that stuff about Donald Trump and Xi will be the second or third story.”
The first story they write about?
You and I have never seen anything like it before…
The dot-com collapse, global financial crisis, COVID-19 pandemic… nothing we’ve seen in our lifetime holds a candle to what’s coming next.
In short, I believe we are about to be plunged into a period of dramatic, almost unimaginable change.
And you need to be ready, or risk being left behind.
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Porter Stansberry
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📰 Market Headlines
US stocks notched a third straight day of gains on Wednesday.
The S&P 500 climbed 0.6%, the Nasdaq is up 0.8%, and the Dow added 0.3%. Tech stocks found their footing after a brutal AI-fueled selloff, while energy names led the charge.
The three careers that will face the most AI-caused unemployment over the next seven years are credit analysts, claims adjusters, and Insurance appraisers (BLS). None of those are that surprising; all of them involve tasks with clear parameters and feedback loops, which AI needs in order to improve. And as painful and discouraging as job losses are, we think people should be invested in the AI that takes jobs… Especially if it threatens their own jobs. Because that’s our potential income we’re talking about. Here are three stocks developing AI in those industries we mentioned:
Credit analyst AI: Upstart (UPST)
Claims adjuster AI: Salesforce (CRM)
Insurance appraiser AI: Lemonade (LMND)
Japanese toilet company Toto (OTCMKTS: TOTDY) is up 48% YTD. Why? Well, because it’s a standout AI memory beneficiary, of course! According to the Financial Times, activist investor Palliser Capital sent a letter to Toto’s board “saying that the company's advanced ceramics business is being wildly undervalued by the market.”
Explanation: Toto makes precision ceramic parts, which are integral to semiconductor chip manufacturing. Ceramics help hold silicon wafers still during the etch and deposition steps of the process.
Toto is already making 40% of its operating income from ceramics, but Palliser Capital’s point is that Toto should be even more public and loud about this segment of its business. Palliser believes the toilet company has a five-year moat on the technology. Read more.
Fed minutes dropped with a "maybe, maybe not" vibe on rate cuts. Several policymakers said cuts would be appropriate if inflation declines, while others want to hold steady "for some time." Markets still pricing in at least two cuts this year, with a June move looking increasingly likely.
Oil prices surged 4.5% after Ukraine-Russia peace talks collapsed in just two hours. Brent crude jumped to $70.50, and WTI hit $65. Meanwhile, Iran partially closed the Strait of Hormuz for naval drills, rattling traders already on edge about Middle East tensions.
Gold reclaimed $5,000 as US-Iran saber-rattling intensified. Silver popped 6%, platinum 4%.
Apple has decoupled from the Nasdaq at levels not seen since 2006. Its 40-day correlation to the index dropped to 0.21 as the company's decision to sit out the AI arms race turns it into a rare haven amid "AI whack-a-mole" volatility.
Uber is betting big on EV charging, committing over $100 million to build DC fast-charging hubs for robotaxis in SF, LA, and Dallas. The company is also guaranteeing minimum usage for new chargers near driver hotspots.
Moderna jumped 6% after the FDA reversed course and agreed to review the drugmaker's mRNA flu vaccine, a week after initially rejecting the application.
MSG Sports popped 10% after announcing it's exploring spinning off the Knicks and Rangers into separate publicly traded companies. Value investors have been waiting for years for Jim Dolan to unlock the "Dolan discount."
Wendy's surged 17% after activist investor Trian Partners filed an SEC notice that it's exploring a buyout. The fast food chain's stock has been hammered 40% over the past year amid brutal same-store sales declines.
The Trump administration called a New York Fed study on tariffs "an embarrassment." The paper found that 94% of tariff costs were borne by US consumers and businesses in 2025. NEC Director Kevin Hassett said the authors "should presumably be disciplined."
🤖 AI/Future/Tech News
Zuckerberg testified that Meta no longer designs apps to maximize screentime at a youth addiction trial.
Snapchat+ hit 25 million subscribers, pushing Snap to a $1 billion revenue run rate as creator subscriptions launched in alpha.
OpenAI's mega-raise is on track to blow past $100 billion. Amazon: $50 billion, SoftBank: up to $30 billion, and Nvidia: $20 billion.
Amazon killed Blue Jay, its warehouse robot unveiled months ago, pivoting to a modular system, "Orbital" for 2027.
Google's Lyria 3 generates 30-second tracks with AI lyrics and cover art in Gemini, rolling out globally via YouTube's Dream Track.
SeatGeek embedded ticket links into Spotify artist pages across 15 US venues.
🪙 Crypto
Ethereum's "50% staked" milestone is misleading; only 31% is actually locked, as the 80 million figure doesn't subtract withdrawals.
BlackRock's ETHB will skim 18% of staking rewards split with Coinbase, staking 70-95% of holdings.
OpenAI and Paradigm unveiled EVMbench, testing AI agents on 120 smart contract vulnerabilities.
Coinbase expanded loans to XRP, Dogecoin, Cardano, and Litecoin via Morpho up to $100K in USDC at 49% LTV.
🤫 Insider Trading
❓ Market Trivia Section
🎤️ What you said last time
🧠 The Missing (Market) Links
GLP-1 drugs hit 20% of US households, threatening $12 billion in snack sales as users eat 40% fewer calories and dessert consumption drops 84%.
US factory output jumped 0.7% in January, double expectations, with manufacturing's biggest gain since February 2025.
42% plan spring travel, but 73% haven't booked, 77% of Gen Z travelers go solo, favoring cities over beaches.
Germany and France launched talks on European nuclear defense after President Trump's Greenland push rattled NATO.
The canned soup market is projected to hit $18 billion by 2032 on plant-based demand and ethnic flavors like Thai curry and Mexican tortilla.
📜 Quote of the Day
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Cheers,
Brandon & Blake of Invested Inc
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable. Past performance doesn’t guarantee future results.
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