Editor’s Note: Starting Sept. 29, we are going to begin publishing TradeSmith Daily at 2 p.m. ET each day. Until then, we will keep publishing at 8:15 a.m. on weekdays but wanted to give our regular readers plenty of notice.
By Michael Salvatore, Editor, TradeSmith Daily
China has quietly built a commanding lead in global energy capacity – from renewables to advanced storage technologies.
This shift could reshape the balance of economic power… and many investors are wondering: What can the U.S. do to catch up?
I sat down with Andy Swan, cofounder of LikeFolio, last week to explore the data behind China’s rise… and the potential technologies America might lean on to close the gap.
We discussed:
- Where China’s energy investments are most concentrated
- Which U.S. sectors could become critical “catch-up” plays
- How traders and investors should be thinking about this global competition
Watch the full interview here. And afterwards, I’d love to hear your thoughts at [email protected].
The AI boom has created a beautiful crisis.
The global energy grid, in its current state, simply isn’t equipped to keep up with demand. That’s the crisis.
But in every crisis lies opportunity. And as America’s power grid struggles to keep pace, the companies developing solutions have an unprecedented opportunity to deliver outsized profits for early investors.
Artificial intelligence (AI) is driving data center electricity demand to unprecedented levels in 2025… handing forward-looking MegaTrends investors a massive opportunity.
In the video above we talked about just one stock from the Swan brothers’ latest AI Power Play report. There are four more waiting to be discovered.
The Swan brothers have put their proprietary data engine to work to identify the best of the bunch – the names that are still flying under most investors’ radars.
Based on what they found, these stocks could soon prove the biggest winners of the AI power surge…
To building wealth beyond measure,
Michael Salvatore
Editor, TradeSmith Daily
P.S. Do you believe the U.S. can realistically close the gap?
Which technologies or companies do you see as most promising?
Be sure to write in to us at [email protected], and we’ll look to feature your questions and comments on a future video.
Your perspective helps shape future editions of TradeSmith Daily, so please feel free to reply directly today and anytime.
