A message from our friends at InvestorPlace Dear Reader, Given how crazy 2025 has been so far, I have one request that might sound very strange... Enjoy the relative peace and stability of the next 6 months to the fullest. Because two massive economic forces are colliding in real-time, and the result is set to upend everything we thought we knew about investing. The first force: We're living through the fastest rate of technological change in human history. AI isn't just disrupting a few tech companies — it's threatening to make the world we know unrecognizable in just a few years. The second force: Trade relationships and peace deals that have held our global economy together for decades are hanging by a thread. If that thread breaks, we're looking at an era of chaos that will make 2008 look like a minor correction. I call what's coming The Age of Chaos. And almost no one I talk to is prepared for it. Not yet anyway. But if you're in that group, it's not your fault. Because here's what most folks don't understand: The Age of Chaos isn't just another market cycle where you will eventually see the light at the end of the tunnel. The Age of Chaos is a fundamental reshaping of the economic order. And when the dust settles, we'll be managing our money in a completely different investment landscape. The wealth transfers will be historic. People who are wealthy today could be penniless when this decade ends. While those who position themselves correctly right now could build massive wealth. The great restructuring of the stock market is already happening: Reliable, household-name companies that fund managers have loved for years are getting crushed: Meanwhile, a surge of dynamic companies positioned for this new world are exploding higher: - AppLovin: +713%
- MicroStrategy: +358%
- Palantir: +340%
This isn't random market volatility. This is the beginning of an irreversible economic division that's just getting underway. And here's the uncomfortable truth: Many of the companies that could fail in The Age of Chaos may already be sitting in your portfolio right now. Names that have seemed untouchable throughout history. Names that every "expert" tells you to buy and hold forever. Names that could rob you of your hard-earned savings if you don't act soon. But, I didn't reach out to you today to spread doom and gloom. I wrote because there's a way to protect yourself and potentially profit from what's coming. It starts with understanding which companies are on the brink right now... and which are positioned to thrive in The Age of Chaos. That's exactly what I reveal in my brand-new streaming presentation. I'll show you the names and tickers of specific companies I believe you should sell before they crater, including some that might shock you. These aren't fly-by-night operations. These are companies that have been market darlings for years – and are still overweight in many investors' accounts. More importantly, I'll share the names and tickers of the companies you can upgrade to that could multiply your money in the coming months. Companies that aren't just surviving this transformation but driving it. For instance, while everyone's focused on whether Nvidia's incredible run is over, I've identified a stock most people associate with cookware that's now become a key supplier to AI data centers everywhere. And while investors keep piling into Amazon, I'll reveal a virtually unknown online retailer that could be like buying Amazon in 2005 — but with an even bigger competitive advantage. I'm giving away all of this analysis completely free in this broadcast. No membership required. No credit card. Just the unvarnished truth about what I see coming and how to position yourself for it. The Age of Chaos isn't something that might happen. It's already underway. The question is: Will you be among the victims or the victors? Knowing the names and tickers of these stocks could mean the difference between winning and losing in the months ahead. That's why I reveal 7 carefully selected buys and sells in this presentation. Watch my "Sell This, Buy That" broadcast today right here – and get my Age of Chaos analysis completely free. Sincerely, Eric Fry
Senior Macro-Investment Analyst, InvestorPlace
Sunday's Featured Article Why Lucid's 36% Rally on Uber Deal Could Be a Game-ChangerWritten by Leo Miller 
Key Points - Lucid Group shares just saw their largest single-day gain since Jan. 2023.
- Uber will buy thousands of Lucid cars to support its robotaxi ambitions.
- The deal could boost Lucid’s deliveries by approximately 29%, which would help lift its gross margin from a deeply negative 97% in Q1 2025 and improve brand awareness.
Electric vehicle (EV) stock Lucid Group (NASDAQ: LCID) just had its best day in two and a half years. On July 17, Lucid shares rose more than 36%, putting the stock’s total return in 2025 at just under 1%. This comes after the company made a joint announcement with the world’s largest ride-sharing company, Uber Technologies (NYSE: UBER). The two are forging a significant partnership in autonomous vehicles (AVs). Let's break down the deal below and what it means for both firms. Lucid: A Volume Boost, Margin Recovery Potential, and Increased Brand Awareness Uber is aiming to deploy 20,000 or more Lucid cars for its next-gen robotaxi program. While Lucid will supply its Gravity SUV, Nuro will provide the program's autonomous capabilities. The company’s AI-first self-driving system, Nuro Driver, will give the vehicles Level 4 autonomy. This means that, in most circumstances, human intervention is not required. Lucid, Uber, and Nuro hope to deploy these 20,000 vehicles over the next six years, with the first launch in a major U.S. city in 2026. That would allow for a fairly substantial increase in Lucid’s delivery volume. Over the last 12 months, Lucid delivered approximately 11,400 cars. If Lucid adds one-sixth of the 20,000 vehicles to its deliveries over the next 12 months, this could create a 29% increase in its deliveries, all else being equal. While this would help increase the company’s revenues, that’s far from the only benefit to Lucid. This added volume also has the potential to aid Lucid’s margins significantly. Up-and-coming EV companies typically suffer from profoundly negative margins, and Lucid is no exception. In Q1, Lucid posted a gross margin of negative 97%. This means that the cost of just the materials and labor needed to make the vehicles they delivered was nearly twice the revenue they generated. Thus, the company lost thousands of dollars on each car it sold. Higher delivery volume should move Lucid’s gross margins closer to zero, the first key step in achieving profitability.
With tens of thousands of riders set to experience Lucid vehicles via Uber, the brand will receive a marketing boost. If even a small percentage of those robotaxi users decide to purchase a Lucid car for personal use, the company's sales would increase. As part of the agreement, Uber is investing $300 million directly into Lucid, giving the ride-hailing giant a stake in the company’s success—and Lucid a much-needed capital infusion to support production scaling. But there are still some unknowns. For example, the financial specifics of the full contract haven’t been disclosed. Once this happens, markets could view the deal in a less favorable light. Still, the partnership is a solidly positive development for this small EV company’s future if it executes properly on production and deliveries. Uber: High Stakes, High Risk in a Fast-Moving Autonomy Race From Uber's perspective, the new partnership represents a significant new cost, likely in the multi-billion dollar range. This is the main reason shares were down slightly on the day of the announcement. Still, it is important for the company to stay competitive in the AV market. Given that Uber sees this as becoming a “multi-trillion dollar market," sitting on the sidelines isn’t an option if it wants to capitalize. Still, Alphabet’s (NASDAQ: GOOG) Waymo and Tesla (NASDAQ: TSLA) are currently the leaders in this space, while Uber is playing catch-up. Uber lacks proprietary self-driving technology and relies instead on a network of partnerships, including not just Lucid and Nuro, but also Waymo and Aurora. This puts the company’s eggs in many different baskets, allowing it to shift more demand to the best partnership over time. However, it also demonstrates how Uber generally lacks a true technological advantage. With Lucid, Uber is betting on a relatively small EV player that has faced production issues, introducing risk that the ambitious ramp timeline will face setbacks. Still, the vast scale Uber has reached with its traditional ride-hailing service remains a reason to be optimistic about its AV strategy. Lucid Emerges as the Clear Winner... For Now In the short term, Lucid is the bigger beneficiary of the partnership, as demonstrated by both stocks' price action. LCID’s surge shows investors believe this deal could finally jumpstart the company’s slow climb toward profitability and scale. For Uber, the upside is less certain. The investment seems more of a strategic necessity than a growth catalyst, keeping Uber in the game despite the high risk. Still, both names stand to benefit significantly if the partnership proves to be fruitful.
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