This Won't End Well...

Añadido: 2026-05-27

[00:00:02]This won't end well.

[00:00:04]And I'm going to tell you exactly why and more importantly what smart money is doing about it right now.

[00:00:10]Today is May 21st, 2026 and there's a lot happening across markets, politics, and technology that you need to understand because it's all connected and it's all pointing in a very specific direction.

[00:00:23]Before we get into it, the only thing I ask in return for all the work that goes into making a video like this is that you hit that like button and don't forget to subscribe. Every time you do that, YouTube pushes this video out to more women like you, which helps us prepare more women for what's happening.

[00:00:38]Now, let's get into it.

[00:00:40]The market is always showing strength somewhere even if it's oil stocks going up or some corner of the market nobody's watching, there's always a rotation happening. And right now that rotation is screaming at us if we know where to look.

[00:00:54]Let's start with what's happening in Washington because it matters more to your portfolio than most people realize.

[00:01:00]Senate Republicans revolted today. They abandoned plans to vote on a filibuster-proof immigration enforcement bill.

[00:01:07]And the reason is wild. The Trump administration snuck a $1.8 billion fund into the legislation.

[00:01:15]A Justice Department fund that could end up paying people who claim they were politically persecuted and multiple Republican senators said absolutely not.

[00:01:25]Senator Susan Collins walked out of a closed-door meeting with the acting attorney general and said the fund is in real trouble.

[00:01:32]And it should be.

[00:01:33]The majority leader, John Thune, scrapped all votes and sent everyone home for a week-long recess. There's also a billion dollars tucked into this bill for security upgrades to Trump's White House and ballroom a project and senators made clear they were not going to vote for that either. So, now the immigration enforcement bill is delayed until at least June and the political chaos inside the Republican Party is getting harder to ignore with midterms approaching. Meanwhile, in the house, Trump's plan to build a 250-ft triumphal arch in Washington got approved by the Commission of Fine Arts today, a panel he filled with his own appointees. The arch would sit near Arlington National Cemetery and Vietnam War veterans have already filed a lawsuit to stop it. The FAA is also reviewing whether the structure poses an aviation hazard given how close it is to Reagan National Airport. This is the kind of governing by spectacle that has real consequences because every dollar and every hour of political capital spent on projects like this is a dollar and an hour not spent stabilizing an economy that is genuinely under stress.

[00:02:40]And that stress is real and it's showing up in the lives of actual people.

[00:02:45]There's someone who reported out of Eastern Pennsylvania today and this is basically the picture in the Lehigh Valley.

[00:02:53]Uh So, chicken shop on North 7th Street in Allentown, they used to sell 500 rotisserie chickens a day. Now they sell 300. Uh truck driver who put $22,000 of diesel fuel on a credit card in that state. A mortgage loan officer in Allentown bought a house for 150 grand in 2024 and sold it a year later for $295,000 and she's now seeing foreclosures for the first time since the financial crisis. So, in Pennsylvania, which is a swing state for the midterms, one voter in Scranton put it bluntly, this is a quote, "We've never been this bad." So, these are swing districts.

[00:03:35]Pennsylvania's 7th and 8th Congressional districts are both considered a toss-up and what voters are saying there is going to set the tone for November. Now, there are two massive forces outside of politics transforming our economy right now and creating a massive wealth transfer and I want to make sure you understand both of them.

[00:03:53]For the first time in history, women hold the majority of W-2 positions, and roughly 3 million people with access to US markets will inherit a million dollars or more in the next decade. 70% of them are women.

[00:04:04]This is the great wealth transfer.

[00:04:06]Despite studies showing that women achieve higher returns with less risk on average than men, 84% of women report lacking confidence in their ability to invest. And that gap between performance and confidence is exactly the problem I built Her Stocks to solve. I'm currently offering a free report on the best six AI stocks.

[00:04:24]I mean, this is what Her Stocks is all about. So, if you grab that free report um on the best six AI stocks for May that I'm currently offering at herstocks.com/newsletter, you'll get and I update this monthly, the six best AI stocks for the end of this month, which I'll update again for June. All you need to do is enter your email to get the free report. And if you want to check if you qualify for the, of course, women-only program, click learn more once you've grabbed it. Now, back to the markets. Trump also canceled the signing of an executive order today that would have given the government the power to evaluate AI models before they were publicly released. He said he didn't like certain aspects of it, specifically that it might slow development and hurt the US leads uh that it has over China. So, this matters because the order's been quietly pushed forward after Anthropic released a model called Mythos last month that reportedly can find software vulnerabilities on its own. Government officials, banks, and utilities got nervous about what that means for critical infrastructure. The White House had invited the CEOs of OpenAI, Google, Anthropic, and Meta and Microsoft, which is not OpenAI anymore, to the signing with just 24 hours' notice, and many couldn't make it. And then hours before the event, the whole thing was scrapped. So, this back and forth tells you everything about how divided the administration is on AI.

[00:05:46]But here's the thing.

[00:05:48]The market doesn't care about the executive order.

[00:05:52]That's the thing about AI. It's It's going to get built out regardless. It's happening with or without government oversight, and the capital flowing into the infrastructure behind it is accelerating.

[00:06:01]Nvidia reported earnings, and options traders were pricing in a move of about 6% in either direction, which translates to roughly a $350 billion swing in market cap. So, to put that in perspective, that single-day move potential was larger than 90% of S&P 500 companies by market cap on their own, and the option skew had shifted towards calls, meaning the market was paying more for upside participation than downside protection.

[00:06:29]Now, with all that said, just because traders are bullish, uh doesn't mean they weren't also hedging in semiconductors more broadly, which was most well, uh exhibited by Leopold Aschenbrenner's 13F. Uh so, they were taking profits after the massive runs in the Philadelphia Semiconductor Index this year. Nvidia this year is up 19%, the S&P's up around 8%, and the semis as a whole have massively outperformed. So, the question was whether Nvidia's results can justify the continued run, and investors are watching for data center demand numbers, what the hyperscalers were actually spending, margins, and forward guidance.

[00:07:08]All that result and reaction feeds into the broader AI trade. Now, Nvidia did close today, but the reaction will come tomorrow. And on the semiconductor infrastructure side, Broadcom, Meta, Applied Materials, GlobalFoundries, and Synopsys just committed $125 million over 5 years to a US UCLA semiconductor hub focused on chip research and workforce development. Amkor Technology partnered with AMD on chip packaging and bought 67 acres in Arizona for a new campus targeting 2026 production.

[00:07:39]They also guided 2028 revenue to 8 and 1/2 to nine and a half billion, which came in below the Wall Street's estimate of 9 billion. Shares dropped about 3% on that news. Anthropic, the company behind the AI model Claude, is reportedly in talks to use Microsoft's Maya-200 AI chips for inference workloads. Inference is the most computationally uh valuable part.

[00:08:02]So, the Maya-200 is about 30% more cost-efficient than alternatives, and this would deepen the already close relationship between Microsoft and Anthropic. So, all this infrastructure spending is the real story behind the political just chatter that actually moves your uh portfolio. And speaking of infrastructure, uh there's a startup called Star Cloud that's developing space-based GPU data centers for AI inference. It's targeting a constellation of up to 88,000 satellites that could deliver around 20 gigawatts of compute to hyperscalers.

[00:08:34]So, this is the data centers in space thing everyone is uh excited that Elon's talking about.

[00:08:39]There's real allocation decisions happening right now, even as people are excited that SpaceX is IPO'ing. Um they represent the future, you know, it's exciting to see what's happening today, but you can't really make money if you just pay attention to what's happening today. And here's something else that's not getting enough attention. So, a new weight-loss drug called uh retalitide, it's made by Eli Lilly, has just reported that participants in a large clinical trial lost an average of 20% of their body weight after 80 weeks. And among the heaviest patients, the results were comparable to gastric bypass surgery, which typically produces 30 35% weight loss over 2 years. The drug works on three hormones simultaneously, GLP-1, uh GIP, and glucagon. Compared to the one or two hormones that Wegovy and I guess the other one's called Zepbound targets. So, Eli Lilly hasn't applied for approval yet, but this drug's already generating intense interest, including people ordering knock-off versions online from China.

[00:09:32]Like similar to the whole um peptide interest. People were getting excited about ordering peptides from China even as they were worried about um you know, lingering effects of the what happened 6 years ago. So, this is relevant to investors because Eli Lilly became healthcare's This is not a separate problem. This is actually relevant. Eli Lilly is healthcare's first trillion-dollar company um which is on the back of Zepbound and uh Mounjaro.

[00:09:59]I think it's Zepbound, but retalitide's the next chapter of that story. GLP-1s were a massive investing uh catalyst. And on the geopolitical front, uh we do have the US carrying more than $39 trillion in debt just as the foundation of all this. So, Trump's simultaneously managing the war in Iran, which isn't going well. This is his own admission. He's also talking about potentially calling Taiwan's president uh basically in a move to enrage China, and then dealing with an Ebola outbreak that's prompted entry restrictions for travelers from the Democratic Republic of Congo, Congo, Congo, Uganda, and South Sudan.

[00:10:38]So, it's not funny. I mean, the outbreak's caused more than 130 deaths and nearly 600 infections according to the World Health Organization, which declared it a global health emergency last weekend. The WHO has said the risk of pandemic development's low, but the restrictions are real. Flights are being rerouted to Dulles. And by every historical precedent, the current system should already be under extreme stress with all this debt. Yet, the US continues operating um as if we're not at a breaking point, just operating as if nothing's wrong, and financial markets keep hitting all-time highs on the back of the AI build-out boom, while the real economy is deteriorating for a large chunk of the population, like the voter base. So, that tension doesn't resolve itself.

[00:11:19]Um there are two massive forces on top of that transforming our economy uh that were creating a massive wealth transfer already. It's women who hold the majority of W-2 positions for the first time in history, and 70% of the roughly 3 million people set to inherit a million dollars or more over the next decade are women. So, this is the great wealth transfer, and most women aren't positioned to take advantage of it. So, if you want the best six AI stocks for May, go to herstocks.com/newsletter and grab the free report. You just enter your email, and it comes straight to you. If you want to learn how I actually pick stocks, that report's the place to start, and from there you can check if you qualify for the women-only program.

[00:11:57]Now, I want to talk about humanoid robots and quantum computing because both of those sectors just had major developments. The Trump administration earmarked 2 billion for nine quantum computing firms, including a billion to IBM and 300 million plus to Global Foundries. These are companies like D-Wave, Rigetti, and Inflection with a Q. They each received around 100 million.

[00:12:18]So, those stocks moved 7 to 20% pre-market trading, and over 300 large enterprises, including Airbus and JP Morgan, are already piloting quantum technology. So, the internal quantum market should reach 60 to 100 billion, and the technology's projected to generate up to 2.7 trillion in value by 2035. Now, I know that's a long time, but startup funding in quantum hit 12 billion in 2025, which is five times or more than it was in 2024.

[00:12:46]And on the robotics side, venture funding grew to 40 billion annually last year.

[00:12:51]China just added 130 billion dollars state funds specifically for AI and robotics. Humanoid robots currently cost between 30 grand and 150 grand a unit because of bottlenecks in actuators and precision components. The threshold for mass adoption is generally considered to be under $20,000. China's running robot learning centers backed by Beijing training humanoid robots for tasks that uh you might do, housekeeping, metal repair. So, Neural Robotics is forecasting that robots will handle between 50 and 60% of workforce tasks by 2040.

[00:13:24]JP Morgan is embedding AI across investment banking, hiring more AI specialists while reducing traditional banker head count. They're using Anthropic's Mythos for cybersecurity and information synthesis in what's called Project Glasswing.

[00:13:38]Uh and in Europe, 50% of work hours could be automated with current technology. Now, of course, you do need people who are going to become the partners at these firms to rise up. So, they got to figure that one out, but that's 44% for AI agents and 14% from robots, uh basically creating this uh redundancy. It's potentially unlocking up to $2 trillion by 2030.

[00:14:00]Of course, demand for AI skills has increased five times. Kind of a random number, but since 2023, it's based on job titles, probably. So, this isn't a slow transition. It's happening faster than policy framers can keep up with. And as I keep mentioning, uh cuz it's legitimately insane, there's two massive forces transforming our our economy on top of this.

[00:14:21]Women are holding It's not I'm saying it in a bad way. I'm just saying they hold the majority of W-2 positions.

[00:14:26]Uh for the first time in history, 70% of them are set to inherit significant wealth over the next decade. And the US, as well, is carrying more than 39 trillion in debt. Financial system keeps functioning as if that number's not real. Um colleges keep uh basically graduating more and more women. So, in times like these, uh the best way to secure your retirement is to Once you've got the income thing figured out, whether that's through a stock portfolio that's existing or uh just saving generating and growing a balanced portfolio that can ride through economic chaos is the move. And I created Her Stocks to do exactly that, to empower women, uh not really give you the confidence, but just tell you that you're better at this than men, uh research shows. So, take control of your portfolio. It takes 10 minutes a day, uh a couple of few times a week. Go to herstocks.com/newsletter.

[00:15:18]Get the free report. Click that in the pinned description in the link right now. Uh it's the best six AI stocks for May and to your email goes right to your inbox. Now, let's talk about where money's actually rotating right now cuz this is the part that matters for your portfolio today. Everything I've walked you through the AI infrastructure build-out, the chip packaging deals, the semiconductor hub investments, hyperscale spending, Microsoft's Myia chip, the inference workload demand, all of it points to one thing. And it's not just about who makes the sort of sexiest AI model uh that we get to use like ChatGPT, but it's about who owns the underlying architecture that every chip has to license in order to function. When a chip gets designed for data centers, the edge computing um aspect or for more mobile AI inference or for robotics actuators that we were just talking about.

[00:16:05]No matter what, whether it's for inference workloads that Anthropic is trying to run for Claude more cheaply, virtually all of it runs on a specific instruction set architecture and whoever owns the architecture collects the royalty every single time that chip uses it. So, it doesn't matter if it's an Nvidia chip or an Apple chip or a custom chip built by Amazon or Google like a TPU. The rotation I've been hinting at all video is ARM Holdings, ticker ARM.

[00:16:30]This was called out as a number one recommended stock on the Her Stocks Daily Market Open Sector Rotation Zoom Call on May 19th just or depending on how you think about it, more than two days ago based on how far much it's up by uh today. It was also flagged in the Her Stocks women-only investing club group chat ahead of that call. It's been moved up significantly as I mentioned.

[00:16:51]So, here's why the thesis makes sense right now. Every trend we talked about today feeds ARM's royalty model. The AI infrastructure build-out requires custom silicon. Custom silicon overwhelmingly uses ARM architecture. The humanoid robotics build-out requires efficient processors in the arms and legs of perception systems and ARM-based chips dominate that space. The mobile AI push, the edge computing push, uh the move towards more efficient inference, uh Tamath's company Grok got acquired recently.

[00:17:20]Anthropic and Microsoft are working on this together, but all of it runs on arm and on chips designed around arm. So the semiconductor capex cycle's accelerating. Broadcom, AMD, Amcore, all of them are spending and arm is sits above all of it collecting architecture licensing fees and royalties per chip shipped. So the market's always showing strength somewhere and right now one of the clearest places that strength's concentrating is in the company that owns the blueprint for almost every chip being designed to power the AI economy.

[00:17:49]And if you want the best six AI stocks for May including names like this, go right now to herstocks.com/newsletter, enter your email, and get the free report delivered straight to you. If you want to understand how I identify these rotations before they become obvious, that report's your starting point. And if you want to check whether you qualify for the women-only investing club, click learn more. Actually, it's called apply now after you grab the free report at herstocks.com/newsletter.