A Message from Altimetry Dear Reader, Since January, I've strongly and repeatedly argued that the federal government is preparing a massive AI rollout, led by Elon Musk. And that the companies that partner with the government during this phase could see huge spikes in their share prices. My predictions were confirmed when the Trump administration's whole-government AI plans leaked online just a few weeks ago. As my team and I wrote ... the administration is about to radically change the way you live, work, get paid, and collect Social Security... in ways you never thought possible. So far... many of the companies involved in this huge transition have been on a tear. - Palantir (PLTR) technologies... one of the government's leading AI contractors... is up as much as 82%.
- And BigBear.ai (BBAI)... who works closely with the Department of Defense is up as much as 75% since the start of the year.
Still, I believe there will be a final and furious rally leading up to a key federal deadline of July 22nd... With a handful of specific AI stocks in the perfect position to take off. For all the details, click here. Best, 
Rob Spivey
Director of Research, Altimetry | 
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