In a move that could redefine global economics, President Donald Trump is reportedly planning a lockdown unlike any before. According to a little-known White House document, Federal Register notice 90 FR 4544, this lockdown targets a resource more valuable than oil, gold, or uranium—a resource pivotal to the next industrial revolution.
Below, I’ll examine the details of this plan, the resource at its core, and the seismic economic shifts it could trigger. We’ll explore the technology behind parallel processing, the companies poised to profit, and the investment opportunities that could yield generational wealth.
The Lockdown Unveiled
The lockdown isn’t about public health or pandemics; it’s about securing a resource critical to America’s technological dominance. The Federal Register notice outlines revisions to the Export Administration Regulations, specifically targeting advanced computing integrated circuits—chips that power parallel processing. These chips, primarily graphical processing units (GPUs), enable millions of operations simultaneously, unlike traditional central processing units (CPUs) that process tasks sequentially.
This resource, described as fitting in the palm of a hand yet worth more than 500 barrels of oil, is the backbone of emerging technologies like artificial intelligence (AI), self-driving cars, and automated robotics. By restricting its export, Trump aims to cement America’s 98% control over the global market, forcing other nations to align with U.S. economic policies. The implications are vast: trillions in economic disruption, shaken geopolitical alliances, and potential decimation of major corporations unprepared for this shift.
The Parallel Processing Revolution
A Historical Context
Industrial revolutions have historically been driven by key resources: coal fueled the steam engines of the First Industrial Revolution, oil powered the Second, and data defined the Digital Revolution. Each era created immense wealth for those who invested in the pivotal resource early. The Parallel Processing Revolution, as coined by financial analyst Porter Stansberry, is the next frontier, driven by GPUs.
The revolution began with a breakthrough in 2012, when three University of Toronto academics used GPUs to win the ImageNet competition, achieving a quantum leap in machine learning. Their AlexNet algorithm, powered by parallel processing, outperformed competitors by an unprecedented margin, catalyzing advancements in AI, cryptocurrencies, and more. Unlike serial processing, which handles tasks sequentially, parallel processing executes millions concurrently, unlocking exponential computing power.
The Technology Explained
Parallel processing relies on GPUs, originally designed for rendering video game graphics. Unlike CPUs, which follow a linear “domino” model, GPUs operate like thousands of domino lines falling simultaneously. This capability is essential for technologies requiring massive computational power, such as:
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AI: OpenAI’s ChatGPT relies on GPU-driven parallel processing.
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Autonomous Vehicles: Tesla’s self-driving technology uses GPUs for real-time data analysis.
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Robotics: Boston Dynamics’ robots leverage parallel processing for complex movements.
The market for parallel processing is projected to reach $100 trillion, with applications spanning healthcare, finance, and manufacturing. However, one company dominates this ecosystem: Nvidia.
Nvidia: The King of Parallel Processing
Nvidia holds a near-monopoly in parallel processing, controlling 80% of the GPU market. Its dominance stems from three pillars:
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GPU Design: Nvidia’s GPUs, like the $40,000 Blackwell model, are best-in-class, boasting 55% profit margins.
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Programming Platform: Nvidia’s CUDA software is the industry standard for GPU-based programming.
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Communication Infrastructure: The acquisition of Mellanox, a leader in high-speed GPU connections, mirrors Cisco’s role in the first computing era.
Nvidia’s ecosystem is so integral that tech giants like Amazon, Microsoft, and Tesla are its customers. However, investing in Nvidia today carries risks. Its stock trades at 45 times revenues and 218 times earnings, levels reminiscent of the Dotcom bubble. Historical crashes—90% in the early 2000s, 65% in 2021—suggest a potential 50%+ drop if the current financial bubble bursts.
The Energy Crisis: A Parallel Challenge
Parallel processing’s exponential computing power comes with staggering energy demands. A GPU-based data center consumes enough electricity to power 50,000 homes, and with 600 existing centers converting to GPUs and 400 new ones planned, data centers could consume 10% of U.S. electricity within five years. This dwarfs the capacity of renewables, which cannot meet the grid’s 80% renewable goal without trillions in investment and unattainable mineral resources.
Fossil Fuels: A Stopgap Solution
The energy crunch has forced a reversal of anti-fossil fuel policies. Coal plants are being reactivated, and natural gas usage is at an all-time high. Two companies stand out as investment opportunities:
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King of Coal: This company has consolidated 50% of the U.S. coal market, mining 26 million tons annually. With 30% free cash flow margins and a valuation of five times cash flow, it has delivered 364% returns since 2017.
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Gods of Gas: Led by two brothers, this firm acquired 800,000 acres in the Marcellus Shale for $735 million, positioning it as America’s dominant natural gas provider. With gas prices poised to rise from $2 to $10-$12 per MCF due to export demand, its $3 billion annual cash flow could propel its valuation to $100 billion.
Nuclear Energy: The Long-Term Answer
Fossil fuels are a temporary fix. The future lies in small modular reactors (SMRs), which offer clean, scalable nuclear energy. SMRs are smaller, safer, and faster to build than traditional reactors, capable of operating for 10 years without refueling. Billionaires like Jeff Bezos and Bill Gates are investing heavily in SMR startups, and one company, dubbed the “Keystone,” is poised to lead the SMR race.
Investment Opportunities: Nvidia’s Secret Partners
While Nvidia is the linchpin, its high valuation makes it a risky bet. Instead, three lesser-known companies—Nvidia’s “secret partners”—offer compelling opportunities:
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Partner 1: This company owns the only machines capable of manufacturing sub-10-nanometer chips, with 17% annual revenue growth.
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Partner 2: Dubbed the “new OPEC,” it controls 90% of a critical GPU manufacturing resource, earning 40% net income margins.
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Partner 3: A leader in GPU and CPU design, it generates $3 billion in revenue with minimal capital expenditure, boasting $1 billion in annual free cash flow.
These companies are integral to Nvidia’s ecosystem, offering lower risk and high growth potential. Additionally, infrastructure investments in data centers, telecommunications, and power grids present “picks-and-shovels” opportunities, with firms like Blackstone and BlackRock pouring billions into the sector.
The Economic and Geopolitical Impact
Trump’s lockdown could reshape global trade. With America controlling 98% of the GPU market, nations like China, Russia, and Saudi Arabia are scrambling to secure supplies. China’s desperation and Russia’s sanction-evading tactics underscore the resource’s strategic importance. Canada, despite its posturing, relies on U.S. imports, highlighting America’s leverage.
Economically, the lockdown could disrupt trillions, decimate unprepared corporations, and fuel a $15 trillion GDP boost over five years, per PwC. Geopolitically, it positions the U.S. as the arbiter of the next industrial revolution, forcing allies and adversaries to comply with American terms.
Investing in the Parallel Processing Revolution requires timing and selectivity. Nvidia’s bubble-like valuations suggest waiting for a correction, potentially buying at 15-20 times earnings post-crash. The secret partners, King of Coal, Gods of Gas, and Keystone offer immediate opportunities due to their undervaluation and critical roles.
Porter Stansberry’s briefing, “The Parallel Processing Revolution,” provides detailed analyses of these companies, available for $199—a fraction of the $1,425 subscription cost. The report includes macroeconomic insights, technical breakdowns, and bonus coverage of a data center technology provider essential to the revolution.
Conclusion
Trump’s lockdown of advanced computing chips is more than a policy—it’s the catalyst for the Parallel Processing Revolution. This seismic shift, driven by GPUs, will transform industries, economies, and geopolitics, creating unprecedented wealth for early investors. While Nvidia dominates, its secret partners and energy sector players offer safer, high-growth opportunities. As the world awakens to this new economic reality, those who act now could secure a financial legacy akin to the coal barons, oil tycoons, and data pioneers of past revolutions. The choice is yours: join the revolution here or watch from the sidelines.
FAQ: Trump’s Secret Lockdown and the Parallel Processing Revolution
What is Trump’s “next lockdown”?
The lockdown refers to a directive outlined in Federal Register notice 90 FR 4544, where the U.S. Commerce Department’s Bureau of Industry and Security revises export controls on advanced computing integrated circuits, specifically graphical processing units (GPUs). This move aims to restrict exports of GPUs, a critical resource for parallel processing, to secure America’s 98% control over the global market and influence international economic policies.
Why is this lockdown different from previous ones?
Unlike previous lockdowns related to public health, this lockdown targets a technological resource—GPUs—essential for the next industrial revolution. It’s not about viruses or health issues but about securing a resource more valuable than oil, gold, or uranium, which could disrupt trillions in global trade and reshape geopolitical alliances.
What is the Parallel Processing Revolution?
The Parallel Processing Revolution is a transformative technological era driven by GPUs, which enable millions of simultaneous operations, unlike traditional CPUs that process tasks sequentially. It powers advancements in artificial intelligence (AI), self-driving cars, robotics, and more, with a projected market value of $100 trillion. The revolution began with a 2012 breakthrough by University of Toronto academics using GPUs for machine learning.
What makes GPUs so critical?
GPUs are the backbone of parallel processing, capable of handling massive computational tasks simultaneously. They are essential for technologies like AI (e.g., ChatGPT), autonomous vehicles (e.g., Tesla), and robotics (e.g., Boston Dynamics). America’s near-monopoly (98% of the global market) makes GPUs a strategic asset, influencing global economic and technological dominance.
Why is Nvidia central to this revolution?
Nvidia dominates the parallel processing ecosystem through:
- GPU Design: Controlling 80% of the market with high-margin chips like the $40,000 Blackwell model.
- Programming Platform: Its CUDA software is the industry standard for GPU programming.
- Infrastructure: The acquisition of Mellanox provides high-speed connections for GPU networks. Nvidia’s clients include Amazon, Microsoft, and Tesla, but its high valuation (45 times revenues) poses investment risks.
What are the risks of investing in Nvidia now?
Nvidia’s stock is trading at bubble-like levels (45 times revenues, 218 times earnings), similar to Dotcom-era valuations. Historical crashes (e.g., 90% in the early 2000s, 65% in 2021) suggest a potential 50%+ drop if the current financial bubble bursts, driven by factors like banking sector losses or geopolitical tensions. Waiting for a correction to 15-20 times earnings is recommended.
Who are Nvidia’s “secret partners”?
Three lesser-known companies are critical to Nvidia’s ecosystem:
- Partner 1: Owns the only machines capable of manufacturing sub-10-nanometer chips, with 17% annual revenue growth.
- Partner 2: Controls 90% of a critical GPU manufacturing resource, earning 40% net income margins.
- Partner 3: Designs GPU and CPU blueprints, generating $3 billion in revenue with $1 billion in free cash flow annually. These companies offer lower-risk, high-growth investment opportunities.
Why is energy a concern in this revolution?
Parallel processing demands massive energy. A GPU-based data center consumes enough electricity to power 50,000 homes, and with 600 centers converting and 400 new ones planned, data centers could consume 10% of U.S. electricity by 2030. Renewables cannot meet this demand due to resource and cost constraints, forcing reliance on fossil fuels and nuclear energy.
What are the investment opportunities in energy?
Two fossil fuel companies and one nuclear energy company stand out:
- King of Coal: Controls 50% of the U.S. coal market, delivering 364% returns since 2017 with 30% free cash flow margins.
- Gods of Gas: Dominates Marcellus Shale natural gas, with potential to reach a $100 billion valuation as gas prices rise to $10-$12 per MCF.
- Keystone: A leader in small modular reactors (SMRs), poised to meet long-term clean energy demands with support from billionaires like Jeff Bezos and Bill Gates.
What are small modular reactors (SMRs)?
SMRs are smaller, safer nuclear reactors that produce clean energy with less overheating, self-regulation, and a 10-year refueling cycle. They can be built in two years and deployed on shuttered coal plants, making them ideal for meeting the energy demands of parallel processing without relying on fossil fuels.
How will the lockdown impact the global economy?
The lockdown could:
- Disrupt trillions in global trade by limiting GPU access.
- Decimate corporations unprepared for the shift.
- Boost U.S. GDP by $15 trillion over five years, per PwC.
- Force nations like China, Russia, and Saudi Arabia to comply with U.S. terms, strengthening America’s geopolitical leverage.
How can investors access these opportunities?
Porter Stansberry’s briefing, “The Parallel Processing Revolution,” details the seven companies (Nvidia, its three secret partners, King of Coal, Gods of Gas, and Keystone) likely to benefit. Available for $199 (a discount from $1,425), it includes macroeconomic insights, technical analyses, and a bonus report on a data center technology provider. Click here for details.
Why is timing important for these investments?
Timing is critical due to the financial bubble fueled by 2023 banking bailouts and AI mania. High valuations, especially for Nvidia, risk significant losses if the bubble bursts. Waiting for a correction and investing in undervalued companies like Nvidia’s partners or energy firms can maximize returns while minimizing risk.
How credible is Porter Stansberry’s analysis?
Porter Stansberry, founder of a leading financial research firm, has a 25-year track record of accurate predictions, including the 2007 mortgage crisis, General Motors’ bankruptcy, and the rise of the Internet economy. His firm serves over 16 million readers in 100 countries, and his briefing is endorsed by analysts like Dan Denning.
What should I do next?
Review the briefing for detailed investment strategies. Avoid overhyped stocks like Nvidia at current prices and focus on undervalued opportunities in Nvidia’s partners and energy sectors. Act quickly, as the lockdown could be implemented within weeks, per the Federal Register notice. Click here for more information.
