📈 Robots Are the Next Nvidia

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Good Morning!

Stocks are rising to close out June, even as the U.S. dollar dips and Trump targets the Fed.

In today’s issue: Canada backtracks on its digital tax, the June jobs report looms, Palantir surges, and robots may be your next portfolio play.

Grab your Iced Latte and let’s get into it. ☕️ 👇️ 

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Market News

📈 Stocks set to end June with a bang
U.S. stock futures crept higher Monday, aiming to close out a chaotic first half of 2025 on a high note. The Dow gained 0.5%, with S&P 500 and Nasdaq 100 futures also edging up. June’s rally, despite Iranian escalations has been solid, The S&P up 4%, Nasdaq 5.5%, Dow 3.5%, thanks to trade optimism outweighing volatility.

🇨🇦 Canada rescinds Digital Services Tax after Trump cuts off U.S. trade talks
Canada just scrapped its digital services tax, one day before it was set to hit U.S. tech giants like Amazon and Google. Ottawa says it's making the move to restart stalled trade talks with the U.S., eyeing a July 21 deadline set at this month’s G7 Summit. Trump had cut off all trade discussions in protest, calling the tax a deal-breaker. But with this reversal, Canada’s back at the table, hoping for a fresh economic and security pact.

📆 What to expect in markets this week
Markets may take a break this week, but the news won’t. Thursday brings the June jobs report, a key signal for the Fed amid talk of possible rate cuts. Meanwhile, Trump’s “One Big, Beautiful Bill” is racing toward a July 4 deadline in Congress. Tesla’s delivery numbers drop Wednesday, and Constellation Brands reports earnings Tuesday. With markets closing early Thursday and shut Friday for the holiday, it’s a short week, but a packed one.

🪖 Palantir bounces 4.4%
Palantir shares bounced 4.4% Monday, rebounding after a steep 10% drop Friday. The rally follows its AI partnership with The Nuclear Company, aiming to streamline nuclear reactor construction. Palantir stock is up 73% this year, hitting a record $144.25 last week. The deal aligns with Trump’s push for 400 gigawatts of nuclear power by 2050 to fuel America’s AI boom.

Invest & Strategies

🤖 Humanoid Robots are the next AI?
Citrini Research sees robotics as the next big investment wave, calling it a clear case of “when, not if.” While it’s been hard to play beyond AI’s compute layer, robotics is now at an inflection point. Many related stocks are trading at cyclical lows, especially in the auto sector, but Citrini argues they’re poised for secular growth as robots scale from industrial to domestic use.

⌚️ Think In Two Timelines If You Want To Build Greater Wealth
To grow wealth faster, Financial Samurai suggests thinking in two timelines at once: what’s happening now, and what could happen in the future. This dual-mindset, a habit he’s used since 1999, helped him exit corporate life by 2012. Ask yourself not just how you feel about your job today, but how you'll feel in 10 years if nothing changes. It’s about forecasting future misery to make smarter decisions now.

📉 Does it always make sense to think of a 20% decline in your portfolio as a loss?
Sam challenges the idea that selling during a market drop always means locking in a loss. While a 20% decline may seem like a hit, long-term investors can reframe drawdowns as part of a broader wealth-building strategy.

Even if you sell in a bear market, it’s not necessarily a 20% loss, especially if you reinvest wisely or adjust your portfolio for better long-term outcomes.

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