In 1999, I recommended Qualcomm at $4 a share.
Not because it made the best phones or the flashiest products or had the biggest marketing budget.
Qualcomm dominated a far more powerful position – owning the patents on the wireless standard that practically every connected device on Earth had to use.
It didn't matter which phone manufacturer won the consumer wars – Nokia, Motorola, Samsung, Apple – every single one of them had to pay Qualcomm a royalty on every device they shipped.
It was a tollbooth on the most important highway in technology.
The stock has climbed more than 5,000% since.
I've spent 30 years looking for that same dynamic – a company so deeply embedded in an indispensable standard, so structurally irreplaceable, that the entire industry has no choice but to flow through it.
That sort of undeniable positioning is incredibly rare. In fact, I've found it just twice in my career at that level of conviction.
Qualcomm in 1999 and Shopify in 2016. The latter has ascended over 3,500% since I first shared it with my readers.
They say good things come in threes, and I believe I'm looking at my third great tollbooth stock right now – the same dynamic, the same structural inevitability.
This time it sits at the frontier of what may be the most consequential technology in human history – and at the center of a mobilization of capital unlike anything America has attempted outside of wartime.
I'm talking about something so critical to our future that President Trump has declared securing it a matter of national security – channeling more than $3 trillion of public and private capital into it.
Something so precious that one of America's own Under Secretaries of State says controlling it will deliver "a competitive edge so steep, so insurmountable, that no adversary or competitor can scale it."
Trump has already signed two historic pacts with more than 60 nations to lock up America's domination.
And in what I believe is the most audacious financial move of his presidency, he is even planning to reset the U.S. dollar itself around it.
Right at the center of all of it sits one company.
A business with the kind of irreplaceable competitive position that Qualcomm had in 1999 and Shopify had in 2016. A tollbooth on the road into the most critical infrastructure buildout in American history.
I'd like to tell you all about it now.
Fair warning, the window to position yourself is narrowing. A key event this year could ignite an even bigger wave of capital into Trump’s multitrillion-dollar gambit.
My advice: Get informed before that happens.
