Washington’s ‘New Deal’ for AI Stocks Is Your Lottery Ticket

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Meet Luke Lango The New Deal wasn’t welfare — it was industrial strategy. In the 1930s, markets failed due to scale and coordination limits, so the government stepped in to build core inputs (...

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In the 1930s, markets failed due to scale and coordination limits, so the government stepped in to build core inputs (...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2026/01/washingtons-new-deal-for-ai-stocks-is-your-lottery-ticket/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"https://investorplace.com/hypergrowthinvesting/2026/01/washingtons-new-deal-for-ai-stocks-is-your-lottery-ticket/","article_id":"2607748000","we_media_id":null,"thumbnails":[],"rights":{"source":"investorplace_stock_picks","url":"https://investorplace.com/hypergrowthinvesting/2026/01/washingtons-new-deal-for-ai-stocks-is-your-lottery-ticket/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607748000","pubTimestamp":1769865900,"columns":[],"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"In the 1930s, the New Deal reshaped American industry by focusing on power, capital, and infrastructure. Today, the same playbook is being applied to AI stocks.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK4211":"区域性银行","BK4588":"碎股","BK4528":"SaaS概念","BK4150":"赌场与赌博","BK4585":"ETF&股票定投概念","BK4023":"应用软件","WASH":"华盛顿信托银行","BK4543":"AI","SEGG":"Lottery","TVA":"Texas Ventures Acquisition III Corp"},"translate_title":"华盛顿对人工智能股票的“新政”是你的彩票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WASH":1.5,"SEGG":1.5,"TVA":1},"content_text":"Meet Luke Lango\t\t\n\n\n\n\n\n\nThe New Deal wasn’t welfare — it was industrial strategy. In the 1930s, markets failed due to scale and coordination limits, so the government stepped in to build core inputs (power, capital, transport), openly picking winners and laying the groundwork for decades of U.S. industrial dominance.\n\n\nAI is today’s equivalent capacity crisis. Modern AI growth is constrained not by software, but by industrial bottlenecks — power, semiconductors, raw materials, and infrastructure — that private markets can’t scale fast enough on their own.\n\n\nThe Genesis Mission signals a state-led AI buildout — and a new investment playbook. Like the New Deal, Washington is directing capital and policy toward critical chokepoints, meaning the biggest opportunities lie in infrastructure-heavy, state-backed companies that enable the AI ecosystem to function.\n\n\n\n\n\n \n\n\nIn the early 1930s, the United States faced a problem far bigger than a market correction or a cyclical downturn…\nThe private economy simply could not build what the nation needed next. At least, not on its own…\nHuge swaths of the country still lived in the dark. \nEntire regions lacked reliable electricity, modern roads, or basic industrial infrastructure. \nFactories existed, but they were scattered, outdated, and incapable of scaling to meet national demands. Banks were paralyzed by fear. Capital sat idle. Confidence had collapsed.\nEntrepreneurs hadn’t vanished, but the challenges they faced had grown too large, too interconnected, and too capital-intensive for individual actors to solve. \nThis wasn’t a failure of innovation or ambition. It was a failure of coordination.\nThe invisible hand was still there, yes … it just wasn’t strong enough.\nSo, Washington did something radical.\nInstead of limiting itself to referee duties – setting rules, enforcing contracts, and hoping private capital would eventually find its footing – the federal government stepped onto the field as a direct economic participant. \nIt began financing massive projects, designating national priorities, and explicitly deciding which industries, regions, and capabilities would be built first.\nDams. Power grids. Roads. Factories. Supply chains.\nThis transformation fundamentally altered how the American economy worked. That shift became known as the “New Deal.”\nToday, the New Deal is often remembered as a social safety net: jobs programs, relief checks, and public works meant to stabilize a suffering population. But that framing misses the point.\nAt its core, the New Deal was not a welfare program…\nThe New Deal was an industrial strategy.\nIt was a recognition that when an economy reaches a certain level of complexity – and when the stakes become national rather than individual – markets alone are no longer sufficient to determine outcomes. Scale, direction, and timing matter.\nAnd when private capital cannot move fast enough, or coordinate broadly enough, the state steps in to reshape markets.\nThe New Deal pulled America out of the Great Depression…\nBut it also laid the foundation for decades of industrial dominance that followed.\nWhat the New Deal Actually Did\nThe New Deal worked because it focused on inputs, not just outcomes.\nRather than trying to micromanage every business, the government concentrated on the foundational systems the economy could not function without:\n\nPower generation\nCapital access\nTransportation\nRaw materials\nRegional industrial hubs\n\nThe Tennessee Valley Authority (TVA) is the clearest example.\nTVA didn’t just provide electricity to rural communities. It created a federally backed energy platform that permanently lowered the cost of power for factories, manufacturers, and heavy industry across an entire region.\nAt the same time, the Reconstruction Finance Corporation (RFC) injected capital directly into strategically important companies – taking equity stakes, guaranteeing loans, and deciding which firms would expand and which would disappear.\nThis wasn’t subtle.\nWashington openly picked winners, protected them from failure, and gave them the resources to scale faster than competitors.\nInvestors who recognized this for what it was – a government-directed buildout of critical infrastructure – positioned themselves alongside those chosen firms and rode decades of growth.\nWhy This Matters Now\nFast forward to today, and the U.S. is facing a different kind of capacity crisis.\nThe constraint is no longer rural electrification….\nIt’s artificial intelligence.\nAI systems require three things markets cannot scale fast enough on their own:\n\nMassive amounts of continuous power\nEnormous quantities of raw materials\nHighly specialized computing infrastructure\n\nThese are not software problems. They are industrial bottlenecks.\nAnd just like the 1930s, private markets are moving too slowly … constrained by regulation, permitting timelines, and fragmented supply chains.\nSo Washington is stepping in again.\nThe Genesis Mission: A Modern New Deal for AI Stocks\nThe Genesis Mission, launched in late 2025 and led by the Department of Energy, is the modern equivalent of the New Deal’s industrial push … updated for the AI age.\nIts goal is simple: Move AI from research into full-scale production, as fast as possible.\nTo do that, the government is once again focusing on inputs, not apps:\n\nPower generation (especially nuclear baseload)\nSemiconductor manufacturing and packaging\nRaw materials like copper, lithium, uranium, and rare earths\nCooling, networking, and physical data-center infrastructure\n\nAnd once again, Washington is not spreading money evenly.\nIt is identifying chokepoints (the specific layers where progress stalls) and directing capital, regulatory relief, and policy support to the companies that control them.\nThis is New Deal logic applied to AI.\nTVA: nuclear power for data centers\nRFC: government equity stakes and guaranteed demand\nRegional buildouts: AI infrastructure hubs\nIt’s different technologies but the same playbook.\nSo what does this mean for you?\nWhat This Means for AI Stock Investors\nThe last AI boom rewarded capital-light software companies. This one will not.\nWe are entering a phase defined by:\n\nHeavy infrastructure spending\nPhysical constraints\nState-backed demand\nAccelerated timelines\n\nIn environments like this, the biggest gains don’t come from chasing headlines but from owning the companies that make the system function: the energy providers, material suppliers, infrastructure builders, and specialized manufacturers that the government cannot afford to let fail.\nThat’s why my team and I have identified six critical bottlenecks that sit at the center of this buildout: the modern equivalent of the New Deal’s power, finance, and transport layers.\nAnd it’s why timing matters.\nHistory Doesn’t Repeat, But It Rhymes\nIn the 1930s, most people didn’t realize they were watching the foundation of modern American industry being laid.\nToday, that same kind of transformation is underway … this time centered on AI, energy, materials, and advanced manufacturing.\nThe blueprint is already visible… \nThe government has stopped waiting for markets and started mobilizing industry. And as history shows, when Washington decides it can’t afford to lose, it commits to winning everything.\nThe critical question isn’t if this reshapes markets … it’s who positions early enough to benefit.\nWatch the free Genesis Mission broadcast here to see how this playbook is unfolding, which pressure points matter most right now, and why the most important investment window may already be shorter than it appears.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\n Luke Lango\nEditor, Hypergrowth Investing\n\n\nMeet Luke Lango\nBy uncovering early investments in hypergrowth industries, Luke Lango puts you on the ground-floor of world-changing megatrends.\n\n\n\n\n\t\t\t\tLearn more about Luke\t\t\t\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/hypergrowthinvesting/2026/01/washingtons-new-deal-for-ai-stocks-is-your-lottery-ticket/.\n©2026 InvestorPlace Media, LLC","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607748000","isCrawlerRequest":true}