The United States government is for the first time
quietly buying up companies on the stock market. This concept of a country's government
investing in private companies is normal in China, but the way it's being done is very new
for the United States. I'll show you what I mean. In July, 2025, the Trump administration
started by investing in rare earth mineral companies. Then in September, 2025
the government bought a piece of Intel. And then in October, the Trump administration
proposed investing in quantum companies. The reason you want to pay attention to this is because when the government starts to invest in private companies, the government gets to decide certain economic winners and losers, which means your portfolio can become a political game as well
And the people that don't understand what's happening are going to fall behind, which is why in this video, I want to show you what's happening
That way you can use this shift to your advantage as a potential investment opportunity as well
The United States government in 2025 started investing in and buying up private companies
as a means of national security because we have been relying on China for things like microchips
and rare earth minerals and energy. And if we depend on China, China can then turn off these
resources to the United States, which can put us at a detriment. That national security risk is why
the government is making a shift. And we've seen the impact of this. The United States buys a lot
of rare earth metals from China. And after the whole trade war, China started to limit the sale
of these rare earth metals to the United States. Now, this concept of a government buying
or investing in private companies is something that China has been doing for a while. It's called state capitalism
and it's been criticized by the United States for many years. Take a read
While only a small fraction of the total number of companies in China are 100% state-owned
68% of companies in China have some state ownership in 2017. And now here we are entering 2026
and the United States has begun acquiring ownership and control in a handful of publicly traded stocks
And the reason why I'm making this video specifically is because we could be seeing this ramp up in the near future
In October, the Treasury Secretary said that the United States wants to invest in more private companies
so we can continue competing with China. What that means in plain English is that the United States government wants to give money to these private companies in the United States
whether in the form of a grant or in the form of a loan or in the form of ownership
where in return the United States government either has ownership or control in a company
That way these companies have more money to grow and to be able to compete against China
Which means, yes, the government could have some more say in what you do in your business
I'll show you what I mean. In 2025, the United States government acquired a golden share interest in the United States deal
This isn't actual ownership in U.S. Steel, but it gives the government some control as to how U.S. Steel operates
Take a read. Trump got a say in its operations in return, and Trump calls it a golden share
Now, the reason why this matters so much for you as an investor is because that also means the government can get to decide certain economic winners and losers
I'll show you what I mean, but I do want to remind you that for those of you that are investors or want to become investors
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show you how this shift could determine certain winners and losers by studying history during
the 2008 great financial crisis the insurance company aig was on the verge of bankruptcy because
they had made a lot of bad investments with their money but instead of going bankrupt because of
of their bad investments, the government said that AIG was too big to fail. Meaning the government
felt that if AIG went bankrupt, too many people would lose their jobs and too many people would
lose their insurance payouts that it would cause a contagion in the economy and be a disaster. So
they couldn't let that happen. So the government bailed out AIG with billions of taxpayer dollars
This saved the AIG company. It saved a lot of AIG jobs. And it also provided some cushion to the AIG
investors who would have otherwise lost everything, which means the government decided to save AIG
but there were countless other companies that didn't get a bailout that then went bankrupt
What about them? So to be blunt, if the United States government is padding your pockets
it becomes much more difficult for you to fail. Now, obviously, this has certain political
slash economic implications. I mean, now politics could matter more than innovation. Companies might
start to chase government money as opposed to creating better products, and it could hurt
competition. But I'm not going to focus on the political side of things because that goes beyond
the scope of my channel. Let's talk about what this means as an investor specifically. I'm going
to break this up into three parts. I'm going to talk about what is the government actually doing? What does this mean in terms of funding? Where's the government getting the money to do this? And
number three, how does this create opportunity for investors? So let's break this down one by one
There's two things that the United States government can get by taking control of companies
or investing in companies. Number one is actual control over what a company does. And number two
is adding assets onto the United States balance sheet to fund for United States government spending
Starting with control, I gave the example of a US deal where the United States government doesn't have ownership in the company
but they have certain control over what the company can do. That's what the golden share is
With adding assets to the United States government's balance sheet, the United States government paid about $11 billion
to acquire 10% ownership in Intel. This new ownership in Intel now has a piece
on the United States government's balance sheet. Take a read. The $8.9 billion investment in Intel
is in addition to the $2.2 billion in CHIPS grants Intel has received to date
making for a total investment of $11.1 billion. If the value of Intel continues to go up
the United States balance sheet now has more assets, which means the United States government
can then go out and spend more money. This brings us to number two. Where is the United States government getting this money
Number one is congressional approval, which means obviously your taxes. Take a read. The Chips and Science Act, signed in 2022, authorizes roughly $280 billion in new funding to boost domestic research and manufacturing of semiconductors in the United States
Number two are tax credits, loans, and grants, which also the source is going to be your tax dollars
The Bipartisan Infrastructure Law, BIL, the CHIPS and Science Act, CHIPS, and the Inflation Reduction Act, IRA, collectively, the legislation authorized nearly $100 billion in grants and tax credits and roughly $400 billion in loans
So these two funding sources have been passed and approved by Congress for the government to spend tax dollars to provide grants loans tax credits and actual investment into these private companies And then number three which has not happened yet but you may want to keep an eye on is none other than deficit spending where the source would also be your taxes
Deficit spending is when the United States government spends money that they don't have, and they do that through debt
And then you pay the price through, number one, your interest payments that the government
has to pay back on that debt, and number two, through inflation. But this has not been proven to happen yet for any investment in these companies
Up until now, the investment into these private companies have been through congressional approval
and through these tax credits, loans, and grants. And finally, the question is, well, where is the United States government looking at investing their money right now
Because could this create an investment opportunity for you? Potentially. I can't tell you where to invest in. I'm just a random guy on YouTube
But I want you to start thinking like an investor because we know that the United States government
will want to invest in things that will hopefully not lose money. But of course, investing has risks
You're never guaranteed to make money when you invest. In fact, you will lose money at some points to make sure you always do your own due diligence and never blindly trust a random guy
on YouTube. So let's go over where the United States government is investing their money right
now. Number one is steel. The United States government hasn't actually acquired an actual
ownership stake in steel companies, but the government has acquired control through things
at the golden share in US deal. Number two is semiconductor and chips manufacturing as a way
to combat China because the United States government does not want to rely on China
to manufacture these chips and semiconductors for the United States anymore. So we're starting to see
more investment by the United States into semiconductor and chips companies here in the
United States. Number three are rare earth minerals and rare earth metals. So these things aren't
actually rare in the earth. They're rare in the sense that it's expensive and difficult to actually
manufacture them and refine them. And China is the leading manufacturer and refiner of these rare
earth metals. And the reason why this is catching a lot of attention is because China has slowed down
the exporting of these rare earth metals as a way to fight back in this trade war. And so now the
United States government wants to build their own supply chain around rare earth metals. I know this
can get a little bit complicated, which is why I'm not trying to go too deep into it in this video
If you are interested in learning more about this rare earth metals, let me know in the comments
because if so, I'll make a whole video on it. But this is where the United States government
is making strategic investments into this rare earth minerals and rare earth metals
supply chain infrastructure as a way to not rely on China to produce and manufacture these rare earth metals
And number four, this potentially quantum computing because in October, there was a lot of news
that was coming out that the government is considering investing in quantum computing, but then not too long after that
there were members from the government that came out and said, no, we're not considering investing in quantum computing
so we don't know for sure but we could start to see the justification as to why
because quantum computing is essentially supercomputers on steroids and whoever can control these quantum computing chips can control really the entire internet
because the concern is if quantum computing happens then you can control essentially the entire banking system
because then you can hack into any bank in the world and so the concern would be that if China gives quantum computing before the United States
it could be a lot of problems so yeah there could be potential justification
but right now they're saying no but you're also saying some people say yes
so we don't know for sure just something to be aware of so what we're seeing happen is that the United States government is making a shift into the
private investing space with the United States government is now investing money into private companies taking ownership in private companies and taking control over certain private companies This is a shift that is very new for the United States It has been happening in countries like
China in the past, but it's relatively new for the United States. And this means that the United
States government could be picking economic winners and economic losers. How do we know
Because when the 2008 crash happened and the United States government decided to bail out
certain companies, those companies stayed alive. Well, the companies that did not get a bailout
did it. Is it guaranteed? Well, no, of course, nothing is guaranteed. But if the United States
government is padding your pockets, it becomes much more difficult for you to fail. Are there
political implications? Absolutely. But we're focused on the investor side today, because I
want you to understand what this means for your money specifically. And what this means is you got to understand three things. What does this mean for the government? What does it mean for
funding? What does it mean for opportunity for the government? Remember, the government is taking
control over certain business decisions. Not all of them, but strategic certain business decisions
And number two, certain investments that the government is buying now become assets on the
United States government's balance sheet, which means if these assets go up, the United States
has a bigger balance sheet, they can spend more money. If these assets go down, not good for the
United States government balance sheet, which can impact how much money the government spends. Then we have to think about number two, how does the government get the money to actually fund
these investment decisions. And we talked about how Congress has approved certain bills, how there
are tax credits, loans, and grants, which are taking your tax dollars so the government can then
use this money to invest into these companies, to invest into these industries, to invest into
these supply chains. And we have not seen something you want to pay attention to, the potential
deficit spending, which again, would be an impact on your tax dollars through paying more interest
with taxes. And number two is through inflation, which again, hasn't happened yet. But you want to
keep it in mind because we have heard the treasury secretary say that the government may want to ramp
up their investment into private companies to continue competing against China. Again, this
also creates investment opportunity. Again, I'm an investing masterclass for you down in the
description. If you want to learn more about how you can become an investor or find better investment opportunities, it's completely free. That link is for you down in the description. But can this
create opportunities? Potentially. Again, a big gray area because this is such a new shift that
the United States government is making. But what we are seeing right now is that the United States
government has taken control over certain decisions that U.S. steel can make. We've seen that the
United States government has made investments into semiconductor and chips companies. We've
seen the United States government make investments to rare earth minerals companies. And there are
rumors of the United States government potentially investing in quantum companies. Is it true? Is it
not true? I have no idea. I just want you to be aware of what's happening because all of these
things are a big shift that are happening right now, which can create opportunity for certain
investors. And it can leave certain people behind if you don't understand what's happening. So
hopefully this video has helped you be more educated as to what's happening in the government
investment space. That way you can be a smarter investor. Again, if you got value out of this
video, the best thank you is a referral. So if you could, please share this video with a friend
family member, colleague, or fellow investor so we can continue to spread the financial education
Thank you. It is getting harder than ever for the average person to get a job and build wealth
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