The American Gadfly’s Summer 2025 Investment Guide: How to Duck the Collapse and Make a Killing While Rome Burns
By The American Gadfly
Prelude: The Art of Ducking the Collapse
Let’s start with the obvious: the American economy is a swaying drunk at last call, and Trump just walked in, waving a Molotov cocktail and grinning like it’s a campaign ad. If you’re still playing by the rules of 20th-century investing—401(k)s, index funds, patriotic ETFs—you’re about to get financially curb-stomped by a reality TV star with a debt ceiling fetish.
This isn’t fear-mongering. It’s strategy.
This guide isn’t for everyone. It’s for the foxes. The hedgehogs. The rats off the ship who learned to swim decades ago. The ones who realize that the market isn’t a reflection of value, but a projection of power, policy, and propaganda. Welcome to Summer 2025, where the U.S. market is a ticking time bomb, and we’re buying dynamite insurance from the other side of the world.
I. Why We’re Shorting the U.S. (With Love)
Trump is back in the Oval Office, and the House GOP just passed a multi-trillion dollar deficit boost disguised as a "Freedom Budget." Meanwhile, Moody's has slapped the U.S. with a negative outlook, Treasury yields are spiking like a panic attack, and the Fed has lost whatever shred of credibility it had left.
The game is clear: when the next debt crisis hits, it won’t be a debate over whether to default, but when and how loud the explosion should be.
We’re not mad. We’re positioning.
To be clear, we’re not exiting the U.S. forever. We’re stalking it like a lion stalks a wounded zebra—we’ll pounce when the bones snap and the blood starts pooling. Until then, we go global. We go strategic. We go asymmetric.
II. The Strategic Playbook: What to Buy, When to Strike
You don’t win in this environment by being right. You win by being early.
Our thesis is simple:
Trump-induced chaos will tank U.S. markets.
Global investors will rotate into emerging tech sectors elsewhere.
We'll buy the American collapse when it bottoms, then ride the phoenix.
But first, we stack our chips in the future: Quantum, Robotics, AI Infrastructure, Healthcare reinvention, and the semiconductors that power it all.
III. Quantum: Betting on the God Particle of Capitalism
If AI is the brain of tomorrow’s world, quantum computing is its soul. Every bank, pharma giant, intelligence agency, and energy consortium knows this. That’s why companies like PsiQuantum, IonQ, and Rigetti have become the secret darlings of state-backed VCs and DARPA-scented hedge funds.
Quantum isn’t just fast computing—it’s god-mode for data analysis, drug design, cryptography, and materials science. It turns 30-year R&D cycles into Tuesday mornings.
Where to buy:
IonQ (NYSE: IONQ)
Rigetti Computing (NASDAQ: RGTI)
Zapata Computing (private, but watch IPO chatter)
IV. Robotics: The Rise of the Mechanical Proletariat
Labor shortage? Just electrocute it.
Amazon is building humanoid warehouse workers. Tesla’s Optimus is learning to fold laundry and sneak up on union organizers. Boston Dynamics is halfway to replacing mall cops and marines.
This isn't sci-fi anymore. It's labor arbitrage at scale.
Top Picks:
Symbotic (NASDAQ: SYM)
ABB Ltd. (NYSE: ABB)
UiPath (NYSE: PATH) for software robotics
Apptronik (private, but aggressive positioning)
V. AI Infrastructure: Picks and Shovels for the Digital Gold Rush
Everyone wants to build the next ChatGPT, but guess what? Most of them can’t run the models without borrowing server time from NVIDIA’s GPU Vatican.
The real money isn’t in building AI. It’s in fueling AI—hardware, compute, interconnects, and inference layers.
Your golden tickets:
NVIDIA (NASDAQ: NVDA)
Supermicro (NASDAQ: SMCI)
Arista Networks (NYSE: ANET)
TSMC (NYSE: TSM)
We’re betting not on the miners, but on the guys selling pickaxes during the rush.
VI. Semiconductors: The Silicon Backbone of Hegemony
There’s no AI, quantum, or modern military without semiconductors. Taiwan remains the geopolitical fulcrum of the 21st century, and the CHIPS Act is a band-aid on a bullet wound.
Our Fab Five:
ASML (NASDAQ: ASML): The monopoly on EUV lithography.
TSMC (NYSE: TSM): Still the kingmaker.
AMD (NASDAQ: AMD): More efficient, more innovative.
Marvell Technology (NASDAQ: MRVL): Underrated AI networking play.
GlobalFoundries (NASDAQ: GFS): Quietly expanding.
VII. 21st Century Healthcare: Profit from Panic and Progress
We’re entering a golden age of biohacking, gene editing, and AI-assisted diagnosis. Expect revolutions in everything from mental health to organ regeneration.
The market is ripe for:
Psychedelic therapies (Compass Pathways, Atai Life Sciences)
AI diagnostics (Tempus, PathAI)
Genetic editing (CRISPR Therapeutics, Intellia)
Standouts to watch:
CRISPR Therapeutics (NASDAQ: CRSP)
Schrodinger Inc. (NASDAQ: SDGR)
Teladoc (NYSE: TDOC): Might rise from the ashes with an AI boost
VIII. Where to Park Your Money Now
Until the U.S. crash fully bakes, where do you sit?
1. Foreign Tech ETFs:
iShares MSCI Taiwan ETF (EWT)
iShares MSCI India ETF (INDA)
Global X Robotics & AI ETF (BOTZ)
2. Cash & Commodities:
High-yield savings in stable currencies (CHF, SGD)
Gold and silver, but only short-term as hedges
Bitcoin, but keep it cold, keep it quiet
3. Private Equity / Pre-IPO:
Look to Dubai, Singapore, and Seoul
Get into incubators focused on AI+healthcare hybrids
IX. Conclusion: The Gadfly Gambit
You aren’t here to win the game. You’re here to flip the board.
This guide isn’t investment advice for normies. It’s the rebel manual for surviving late-stage capitalism with style. The market isn’t just numbers; it’s narrative. And the narrative right now is chaos, division, and techno-feudal power consolidation.
We’re not afraid. We’re opportunists. When the empire stumbles, we don’t cry. We short it, hedge it, and build a new empire in the ashes.
See you at the bottom. We’ll be buying.
- The American Gadfly, Summer 2025
