Bigger Than Manhattan Project. Every Month.

Don here...

Gianni Di Poce dropped a stat this morning that should reshape how you think about this market.

Amazon, Google, Microsoft, and Meta combined now spend more than the Manhattan Project every single month.

That works out to over 12 times the Manhattan Project every year. The spending is the engine driving the entire S&P 500 to new all-time highs.

In today's free session replay, you'll discover:

Why the day after Fed day matters more than Fed day itself. Yesterday the dollar surged. Today it dumped. The bigger move tells you where global capital is actually flowing.
The top 10 companies by decade chart that explains everything. IBM, Exxon, and Kodak topped the 1985 list. Today it reads almost entirely tech, and the world you grew up in is gone.
The inflation math that kills the housing flip story. Your money loses 4 to 5% per year. Real estate now tracks at that pace. The flipping playbook from 2020 stopped working.
The 2028 warning Gianni keeps repeating. His model points to a major top in 2028. Between now and then, he expects this market to go absolutely wild higher.

→ Watch Gianni explain the Manhattan Project comparison, why the world has changed, and how to position for the wild ride to 2028

Gianni framed the broader setup with one simple rule. Currencies move first and everything else moves downstream.

The dollar pulling back today signals global capital pouring back into risk assets. That's the green light retail traders almost always miss.

The hyperscaler spending number is one most retail investors have not internalized. It explains why Mag 10 earnings carry the entire index right now.

And don’t miss his Trinity Trade webinar tomorrow at 12PM EST. Now’s your chance to learn how Gianni turns stats and solid risk management into a bona fide trading strategy, battle-tested through bear markets and bull runs.

Click here to add the event to your calendar.

To your success,

Don Kaufman
Chief Market Strategist, TheoTRADE

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