Jaspreet Singh, CEO of Briefs Finance, believes this is the best time in history to be an investor. A record amount of money is about to move, and he thinks it will create some of the best investment opportunities in a generation.
Private companies are about to spend $1 trillion a year on artificial intelligence alone. Tech giants like Amazon are spending billions a year to enter the nuclear energy space, and a whole new U.S. industry called robotics is starting to emerge.
For most people, that's just news. For financially savvy investors, it's a map of where money is moving.
Now the biggest money mover of all is joining in. The biggest spender in the economy is the U.S. government, and the Trump administration is putting tax dollars into these exact industries.
Researching opportunities like these is where AI tools can act like a Wall Street analyst, if you use them the right way. Jaspreet is hosting a free livestream on November 17 to show how he and his analysts use ChatGPT and Claude to get better answers and find better investment ideas.
The ETFs below are examples, not recommendations. Investing is risky, and you're never guaranteed to make money.
Where Market Shifts Fit in Your Plan
Jaspreet's core way to build wealth is always be buying, or ABB: you buy the market every week, two weeks, or month. Nothing here replaces that.
For some investors, ABB alone won't be enough, whether because of the rising cost of living or a late start. That's where two accelerators come in:
- POOP: Panic leads to overselling, which leads to opportunity, which leads to profit. Investors who bought during the 2020 pandemic, the 2008 crash, or the dot-com bust got great investments on sale.
- Market shifts: Finding where money is moving. It's higher risk for potentially higher returns, without having to work more years or invest more money.
Shift 1: The AI Onion Behind Data Center Stocks
Every industrial revolution moved money and created a new generation of wealth. Each one also arrived faster than the last.
- First: Factories pulled people off their farms.
- Second: Electricity, starting in the mid-1800s, powered mass production and factory lines into the early-to-mid 1900s.
- Third: The internet took off in the late 1990s, lifting dot-com companies and Amazon. The dot-com bubble burst, but the internet didn't die.
- Fourth: The digital revolution of the 2000s brought Uber to replace taxis and Airbnb to replace hotels.
Now we're entering the fifth industrial revolution, and AI is its first part.
Instagram took a little more than two years to reach 100 million users, and TikTok took a little over nine months. An AI chatbot did it in about two weeks.
When investors hear AI, they think of Nvidia, Meta, or Amazon. Jaspreet sees those as the outer layer of an onion, with an investment opportunity in every layer underneath.
| Layer | What it does |
|---|---|
| AI companies | The brand names everyone talks about |
| Semiconductors | The chips that act as AI's brains, still in short supply |
| Data centers | Physical buildings that store everything you type into ChatGPT or Claude |
| Cooling technology | Keeps data centers from overheating and melting, which would wipe out data |
| Metals and raw materials | Needed to build the chips and the cooling systems |
| Energy | Powers it all |
Data centers can be a real estate play, through the buildings, or a business play, through the companies that operate them. There's also a memory and storage layer that feeds the whole system.
Energy may be the deepest layer. A question to ChatGPT uses many times more energy than a Google search, which is why AI and data centers are pushing energy costs up.
Is AI a bubble? Probably, and some AI companies will go bankrupt along the way, but a bubble doesn't mean AI dies, just as the internet survived the dot-com crash.
- A broad AI ETF: Exposure to the AI industry as a whole
- A VanEck chip design fund: Holds 23 companies that design chips but don't build them
- A SPDR semiconductor fund: Holds 47 semiconductor companies, including ones that actually build chips
- A broad data center ETF: Exposure to data center companies, with more niche options for real estate or operators
Shift 2: Robotics Stocks
About 50 years ago, the first robot went to work in a factory. It was a single arm in a GM plant that moved hot metal so humans didn't have to.
Today, more than 5 million robots are working around the world. Now AI is powering them, so robots can learn by watching and practicing.
Nvidia CEO Jensen Huang has talked about a coming "ChatGPT moment" for robotics. Elon Musk says robots could one day care for pets, watch homes, and look after kids.
The practical signs are already here. Amazon says it can avoid hiring 600,000 human workers over the next several years by replacing them with robots.
Tesla is converting its Model S and Model X line from a car factory to robot production.
The U.S. is behind, though. China has something like nine times more industrial robots, and some believe the U.S. will spend the coming years trying to catch up.
- A VanEck robotics fund: Invests in the companies that make robots, plus the software and chips that run them
- A humanoid robot fund: Holds about 50 companies behind humanoid robots
- A global robotics fund: Holds about 80 companies worldwide across the supply chain, from robot makers to sensors, vision systems, and software
Shift 3: Rare Earth Stocks
In 2025, President Trump announced tariffs on countries around the world, including China. China is the world's producer of rare earths, a group of metals the U.S. needs to build iPhones, laptops, fridges, cars, and missiles.
China responded by cutting off rare earths to the U.S. The shortage was real enough that Ford had to halt production of the Ford Explorer in 2025.
That's why mining is having a resurgence, both in the U.S. and in countries outside China. The government is going all in:
- MP Materials: The White House invested tax dollars in this publicly traded U.S. rare earth company.
- Project Vault: The Trump administration launched it to build a U.S. stockpile of rare earths.
- The 2027 magnet rule: Starting January 1, 2027, U.S. defense companies can't use rare earth magnets if any part came from countries including China and Russia.
The government buys the missiles, invests in rare earth companies, and now sets the rules for both. It's the investor, the rule maker, and the buyer.
- A VanEck rare earth fund: Holds companies that process rare earths and strategic metals in China, Australia, and elsewhere
- A non-China rare earth fund: Owns 41 rare earth companies, none of them Chinese
- SETM: A Sprott critical materials fund with 156 companies across copper, uranium, silver, and lithium, the broadest of the three
Shift 4: Nuclear Energy Stocks and the Power Bottleneck
Energy is now the bottleneck for AI. Last year, Microsoft's CEO said the thing slowing him down in AI wasn't the chips or the engineers.
Data centers use so much energy that the grid simply wasn't built to support them. Meanwhile, money keeps pouring into AI, robotics, and data centers, which is why tech companies like Amazon are moving into nuclear.
Oil is part of the story too. After the U.S. attacked Iran, oil prices skyrocketed, and gas got a lot more expensive.
- An Energy Select SPDR fund: Owns 21 of the biggest oil and gas companies
- GRID: The First Trust Nasdaq Clean Edge Smart Grid Infrastructure fund owns 123 companies behind power lines, electricity, and the gear that moves it
- A VanEck uranium and nuclear fund: Owns 28 companies, including utilities that run reactors and uranium miners
Shift 5: Defense Stocks
Geopolitical tension is everywhere. The U.S. is at war with Iran, it invaded Venezuela before, there's talk about Greenland, Russia is at war with Ukraine, and there are growing concerns about China.
All of those conflicts require missiles, bullets, tanks, and armor made by private companies. And the cost of human life in war is immeasurable.
Financially, wars are also extremely expensive, and taxpayers foot the bill. For 2027, the U.S. has its biggest defense budget ever as it works to strengthen its military.
Jaspreet's rule is that a good investment has to make three kinds of sense: financial, legal, and moral. He isn't your moral compass, so whether defense fits your values is your call.
- An iShares U.S. aerospace and defense fund: Owns 50 companies, from jet engine makers on down, with bigger companies weighted more heavily
- XAR: Also invests in 50 defense companies, but gives each one the same slice
- A Global X defense tech fund: Owns about 50 companies on the newer side of defense, like cybersecurity and AI
Things could change on a dime. If wars end tomorrow, defense companies would likely struggle, and a new Congress or a new president could also cut military spending.
That's the risk with every shift on this list.
Using AI to research both the opportunity and the risk is the focus of Jaspreet's free November 17 livestream. Investors who attend live also get his team's top 10 AI prompts.
The Best Investments Follow the Money
A change in President Trump's stance, a new Congress after the midterms, or a new president could shift any of these. So could the economy itself.
The goal isn't to copy a list. It's to think like an investor, understand where money is moving and why, and find the opportunities that fit your own goals.
