4 Undervalued Trade Winners

In partnership with

Find out why 1M+ professionals read Superhuman AI daily.

In 2 years you will be working for AI

Or an AI will be working for you

Here's how you can future-proof yourself:

  1. Join the Superhuman AI newsletter – read by 1M+ people at top companies

  2. Master AI tools, tutorials, and news in just 3 minutes a day

  3. Become 10X more productive using AI

Join 1,000,000+ pros at companies like Google, Meta, and Amazon that are using AI to get ahead.

THE MONEY IDEA💡
4 Undervalued Trade Winners

Welcome, we are 24,426 Money Masters and counting!

As global trade realigns and investment in domestic manufacturing accelerates, several companies are emerging as quiet beneficiaries. According to Morningstar analysts, these stocks remain undervalued despite trade agreements and infrastructure spending. From aerospace to advanced tech, here are four names well positioned to thrive in a trade-fueled environment. For deeper investing insights, see The Money Path. 

Let’s dive in.

THE MONEY IDEA💡
4 Undervalued Trade Winners

Industry: Industrials / Aerospace & Defense
Current Status: 15% undervalued; 4-star rating, wide moat, high uncertainty

  • Rising Backlog – New international plane orders, including a multibillion-dollar deal with Qatar Airways, are expanding Boeing’s long-term delivery pipeline.

  • Global Support – Increased government defense budgets and civil aviation orders create strong multi-year demand.

  • Valuation Upside – A recent 20% boost to fair value reflects growing confidence in earnings potential.

  • Improved ManagementNew leadership has stabilized operations and addressed safety concerns, restoring credibility.

  • Strategic Relevance – Trade policies prioritizing U.S. manufacturing directly benefit Boeing’s core business.

Bottom Line: Boeing is regaining altitude, fueled by strong global demand and operational recovery. A compelling pick for investors eyeing industrial rebounds.

Industry: Technology / Semiconductor Equipment
Current Status: 22% undervalued; 4-star rating, wide moat, high uncertainty

  • AI Infrastructure Catalyst – ASML’s lithography systems are critical for manufacturing high-end AI chips.

  • Global Fab ExpansionTrade deals have sparked tens of billions in U.S. chip facility construction.

  • Moat Monopoly – ASML is the exclusive provider of EUV lithography machines, commanding pricing power.

  • Secular Tailwinds – Long-term trends in AI, 5G, and cloud computing fuel consistent demand.

  • Backlog Strength – Orders are stacking up, supporting multi-year visibility in revenue growth.

Bottom Line: As the backbone of advanced chipmaking, ASML is uniquely positioned to benefit from both tech trends and strategic trade investment.

Industry: Industrials / Engineering & Construction
Current Status: 26% undervalued; 4-star rating, no moat, high uncertainty

Bottom Line: While higher risk, Fluor offers a unique way to ride the wave of U.S. manufacturing expansion triggered by trade agreements.

Industry: Industrials / Engineering & Defense
Current Status: 13% undervalued; 4-star rating, wide moat, medium uncertainty, 2.8% dividend yield

Bottom Line: Lockheed offers global exposure, stable cash flows, and defense sector upside—an attractive option for dividend-conscious investors.

Serious about your money? See our guides on investing and building wealth.

CRYPTO CORNER📈
Margentum

Launched in December 2024, Margentum is a digital asset inspired by silver and created by the same team behind the Money Masters newsletter.

Designed to complement Bitcoin’s role as digital gold, it focuses on simplicity, long-term value, and accessibility in an evolving financial landscape.

QUOTE CORNER📄
Quote of The Week

You are now closer to money mastery!🎉
What did you think of this week’s newsletter?
Did you like it? How can we improve?
Hit reply and share some feedback!

How was this newsletter (honestly)?

Login or Subscribe to participate in polls.

He’s already IPO’d once – this time’s different

Spencer Rascoff grew Zillow from seed to IPO. But everyday investors couldn’t join until then, missing early gains. So he did things differently with Pacaso. They’ve made $110M+ in gross profits disrupting a $1.3T market. And after reserving the Nasdaq ticker PCSO, you can join for $2.80/share until 5/29.

This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Reply

or to participate.