America’s Golden Age Reg | July 2026

StockMarketTV presents a special 5-part mini series:

America’s Golden Age of Defense Spending

Here’s your chance to get rich in the most patriotic way…
Buy American, Build American, and Defend America!

WHEN: Monday July 6th - Thurs July 9th @ 9:30am ET

WHERE: a private watch link

COST: Free for a limited time

Hi, I’m Spencer Israel. CEO of Stock Market Media.

I’m always on the lookout for long-term evergreen themes that I can invest in.

By “themes,” I’m talking about an idea with a narrative (or several) behind it that can play out over the course of years or even decades. And it’s through this lens that informs the stocks I buy in my long-term account.

Some examples:

The steady rise in popularity of low-cost index funds led me to buy the industry leader, BlackRock.

The legendary Wall Street adage “never bet against the US consumer” is what led me to two of the largest retailers in the world, Amazon and Costco.

A belief in Warren Buffett informed my investment in Berkshire Hathaway.

“Content Is King” brought me Disney.

All of these are years-long (even decades-long) stories that I believe in. And I think I’ve found my next one.

The multi-trillion dollar defense spending wave unfolding across America (and the rest of the world)

We’re about to see the greatest defense spending cycle since the creation of the US Airforce in 1947.

Why?

Because WWII proved that air power was too important to remain a subdivision of the Army and Navy.

Nuclear weapons delivered by bombers and then by intercontinental missiles became the defining threat of the era.

That’s why the entire Cold War military apparatus was built around delivering them and defending against them.

And it’s why alongside the US Airforce, President Truman authorized the creation of the Department of Defense, the CIA, and the National Security Council.

It was the biggest restructuring of American defense since the country's founding.

That single decision triggered a $13.1 trillion defense spending cycle that lasted for more than 40 years.

And now we’re seeing the exact same thing happening again with the Space Force.

Except this time, it’s not conventional nuclear weapons that pose the biggest threat, it's…

Hypersonic missiles that outrun Cold War interceptors.

Drone swarms that overwhelm traditional air defenses.

Cyberattacks that shut down power grids without firing a shot.

Satellites that can attack other satellites in orbit, and

Electronic warfare that can detect, intercept, and jam enemy communications and radar signals.

Five new domains of warfare. Five threats the old architecture wasn't built to handle.

That’s why President Trump proposed a record-setting $1.5 trillion defense budget for fiscal year 2027 to build a "dream military"...

All 32 NATO members committed to increase defense spending to 5% of GDP — a jump from $1.5 trillion to $4.2 trillion in total annual spending by 2035.

And for the first time in 30 years, the U.S. is rebuilding the defense industrial base that was deliberately hollowed out after the Cold War.

For investors, the only question you have to ask is this…

“Where is all this money going to be spent and how can I invest in the companies getting in?”

That’s exactly what we’re investigating over this 5-part mini series starting on Monday, July 6th at 9:30am ET.

Right after the morning show, I’ll be going live to talk about it.

Here’s the schedule:

Monday, July 6th @ 9:30 am ET – The Golden Investment Thesis: I’ll break down exactly how I’m thinking about this megatrend, why we all need to care, and the industry groups that I think will benefit most.
Tuesday, July 7th @ 9:30am ET – Finding Golden 10-Baggers: I’ll be joined by Ricardo Sarraf, editor of the 2-to-100 Club, to hunt for emerging names in this theme. We’re not looking for stocks that will go up 10-20%. We’re looking for stocks that will go up 10x.
Wednesday, July 8th @ 9:30am ET – Powering the Golden Dome: The world runs on raw materials, and this is no different. But which raw materials will power the Golden Age of American Defense Spending. And what’s the best way to get exposure? Jason Perz from the Supercycle Report will join me to answer those questions.
Thursday, July 9th @ 9:30am ET – Golden Swing Trades: We’re not just looking for long-term investments here. We’re also looking for quick trades in the short term. I’ll be joined by All Star Charts Chief Options Strategist Sean McLaughlin to find several such trades that we can generate fast profits on.
Friday, July 9th @ 9:30am ET – The Golden Dome Watchlist: NOTE: This call is for SMTV Portfolio members only.

If you want the complete list of tickers on my master Golden Dome Watchlist – including the stocks I’m buying in my own long-term and short-term accounts…

I’ll be revealing it LIVE on the SMTV Portfolio members call.

Click Here To Reserve Your Spot

Looking forward to seeing you in the chat room for our first ever 5-day mini series on the biggest investment themes no one else is talking about.

-Spencer Israel

P.S. The theme I’m talking about is admittedly massive. In fact, it’s so big that it extends beyond Earth.

Put simply, it’s plainly obvious to me (and should be to you) that the US has entered an AI Arms Race with China.

According to The Stanford AI Index, the US invested nearly $286 billion in AI in 2025. That same report claimed China invested just $12.4 billion.

The US also currently has 10x more data centers than the next closest country and 10x the number of AI startups. But under the surface, cracks are showing.

For one, Chinese and South Korean LLM’s have caught up to the US. And the amount of AI talent moving to the U.S. has dropped 89% since 2017, per the Stanford AI Index.

Plus, the entire global AI supply chain is still reliant on a single Taiwanese company - Taiwan Semiconductor.

At the same time, a Bloomberg report said China plans to invest $295 billion in AI over the next five years.

I believe our politicians view AI as the geopolitical risk of our time. And it’s clear this race is just getting started.