In a shipyard in Marinette, Wisconsin, a handful of workers now build massive Navy warships using robotic arms, virtual reality, and AI-powered tools.
Tasks that once took hundreds of men years to complete are now finished in a fraction of the time.
These workers aren’t just pressing buttons. They’re using virtual reality headsets, precision software, and even exosuits.
Source: Sarcos Technology and Robotics Corp.
Robotic systems perform maintenance, inspection, and repairs on ships — boosting safety, efficiency, and productivity for sailors and shipyard crews.
The future of industrial America isn’t coming — it’s already here.
This is what disruption looks like.
And the ripple effects are just beginning.
If tech has transformed shipbuilding, one of the most “old school” industries, what’s coming next for healthcare, education, transportation, and everything in between?
At the center of this revolution is one thing: artificial intelligence (AI).
The Picks and Shovels of the AI Boom
I’ve said it before, and I’ll repeat it: You don’t need to guess which chatbot or AI app comes out on top.
You want to own the picks and shovels — the companies providing the tools that make the entire AI revolution possible.
That’s why our portfolios, in all our services, are heavily exposed to the “infrastructure” layer of AI:
Semiconductors: Whether it’s Taiwan Semiconductor (TSM) — the foundry that manufactures the world’s most advanced chips for companies like NVIDIA… Lam Research (LRCX), which supplies the critical equipment needed to build those chips layer by layer… or Marvell Technology (MRVL), whose custom silicon designs are tailored for cloud giants running large-scale AI workloads. Without semiconductors, there is no AI.
Data Centers: AI workloads don’t run in thin air. They require dense, power-hungry racks of servers cooled and maintained in mission-critical data centers. That’s why we recommended companies like Vertiv (VRT), which build cooling and power systems that keep these centers running 24/7.
Connectivity and Memory: Companies that make high-speed interconnects, memory modules, and networking gear, like Arista Networks (ANET) and others we track, are seeing surging demand as AI training expands.
These aren’t speculative bets. They’re real businesses, with strong earnings, wide moats, and massive tailwinds.
Manufacturing Is the Canary… Healthcare Is the Gold Mine
Technology is reshaping entire industries, not by replacing workers, but by augmenting them.
And just like robotic welding arms didn’t eliminate the need for skilled labor in Wisconsin — they upgraded it — AI won’t replace your doctor, nurse, or radiologist.
But it will make them faster, more accurate, and more scalable.
Healthcare today is where manufacturing was 15 years ago: inefficient, fragmented, high cost, low productivity, and ripe for disruption.
That’s why we’re monitoring how AI tools — from diagnostic assistants to virtual care platforms — are poised to transform the $5 trillion U.S. healthcare market.
We’ll be ready when the right opportunities appear.
America Is Still the Best Bet on Earth
Skeptics love to talk about the death of manufacturing. They say the good jobs are gone. But the truth is far more exciting: the jobs aren’t gone; they’re evolving.
In Marinette, Wisconsin, each high-tech shipbuilding job supports eight more in the local economy. That’s the multiplier effect of investing in innovation.
And you better believe this innovation is happening here — not in China, not in Europe — but in the United States of America.
Our strategy is simple: Own great businesses riding unstoppable trends, run by top-notch CEOs, trading at attractive prices.
AI is one of those unstoppable trends. And thanks to our disciplined approach, our portfolios are riding it from the ground floor.
Stay bullish. Stay invested. The best is yet to come.
If you have questions, you can send them to me at [email protected].
And follow me on X here for daily updates.
Regards,
Charles Mizrahi
Prosperity Insider
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