Speaker 1: 0:00

The AI stocks with the most potential are not NVIDIA or AMD or Intel or any of the software companies, or even Palantir. In my humble opinion and, of course, winston's research back there, it is the shovel play. What does every AI company need? What do you need, no matter whether you buy NVIDIA chips, amd chips, arm chips, microsoft chips or whatever? Well, you need power. Ai consumes more power than anything the world has ever produced, and it means.

Speaker 1: 0:32

One thing is very clear the people in the power space are going to make a lot of money. The man's going through the roof, and this is a huge opportunity for us to invest in the shovel rather than in selecting the guy who's maybe going to find the gold, because the likelihood of him doing that is relatively low. Look at all these AI LLMs out there. Right, google's got one, amazon's got one, microsoft's got one through OpenAI, and there are loads of independents and I use them every day and I tell you what they all do more or less the same thing. They're all getting better day. And I'll tell you what they all do. More or less the same thing. They're all getting better. Grok's getting better, anthropic is getting better. So it becomes a commodity, gives you the same results and therefore the money isn't going to be made in those. I think that's where the risk is, but it's going to be in the simple stuff, in the power.

Speaker 1: 1:18

So let me walk you through about seven stocks here. So you are insanely well informed, which is always my ambition here and, of course, winston's ambition. There are three layers to this. You might want to write this down because, well, actually I'm giving you a workbook, which is like 40 pages long, on exactly this and how the whole sector works and how to invest in it, and you can download that for free at fedexfriendsorg. Slash power. It looks like this it's literally a walkthrough of the whole ecosystem the deep dives, the merging players, how to construct a portfolio, rather than everything else. It's, of course, an educational resource, but yeah, there is a lot of information in here. It's free of charge. It's part of our mission, winston's mission in particular, to make you as well-informed as him, right?

Speaker 1: 2:01

So let's go back to this here. The first layer is nuclear, the baseload. You basically can't achieve the amount of energy we need without nuclear power. So we've got CCJ, ceg, oklo and SMR. These are tickers. We're going to look in more detail at those businesses in just a second. Secondly, we've got storage the battery chaps, tesla and EOSE are the ones I'm highlighting here. And then, thirdly, take screenshots, take notes, the infrastructure guys, the guys who are actually building the backbone of the grid VRT, vst and GEV and I'm going to run you through those, not necessarily in exactly that order, just to keep life interesting, right. So get yourself a 38-page workbook at phoenixrunsorg, slash power and let's get cracking tesla right, and we'll open the stock chart as we. We do this because that'll also give us some clues.

Speaker 1: 2:54

But it's essentially about the mega pack lithium iron batteries that they're building. These are utility scale data center storage thingies and they manufacture them, yes, for solar energy and all that kind of stuff, but really I'm mostly interested in the energy storage, the mega pack division, large scale lithium-ion battery systems for grid stabilization and all that renewable energy, the wind and the sun. It comes and goes right. So you need storage for it, because if it's really windy, you get lots of the power, and if it's really sunny, you get lots of power. And then what do you do at night? Well, you store it. So if you want a data center that is powered with reliable energy, you're going to want some batteries. The Texas grid came out today and said if we have a shortage of electricity, we're going to turn the data centers off. Not so good, right for the AI people. So something they need to do about that.

Speaker 1: 3:47

Tesla's actual stock chart. Well, it's kind of consolidating here below that 350 mark. Take this above 350, and we have a breakout potential. That's why I'm looking at that. You need to break through 350. That would be my sort of timing tip on that one. Of course, I'm not telling you what to buy or when to buy it or any of that. You've got to come to your own conclusions. But yeah, 154% growth on the energy division last quarter. We're seeing some pretty insane demand for this stuff. So I'm very, very bullish on what Tesla is up to there, although everybody seems to be focused on self-driving.

Speaker 1: 4:25

The second stock is EOSE. What do they do? Zinc-based batteries, basically, and zinc-based batteries for long-duration energy storage are an alternative to lithium batteries and it just gives more grid stability, more renewables. Well, the same sort of stuff, right? Data center backup, safer, more cost-effective solutions because they can be a lot cheaper than lithium Entry point.

Speaker 1: 4:55

Well, you see the recent highs here, which were at let me tell you they were at sort of $7.30 or thereabouts. That could be the ideal sweet spot. Entry point. A bit more aggressive would be draw a line across here at around $6.80 or thereabouts, $6.60 perhaps, even so, you basically want to break out of this zone here, right, break out of that box, you break out, you take out that high. That's the safer play. So somewhere between $650 and $7 is probably a fairly good entry point for this, provided you like this kind of stock and this kind of risk and it fits in your portfolio and yadda, yadda, yadda.

Speaker 1: 5:37

They do have a Department of Energy loan $22 million or so for zinc battery expansion. Revenue was up, uh, 1500 percent. It's small, it's only 15 million, right, but they got an increase in their backlog 680 million. They're in orders and, yeah, I think, I think, I think they're going to potentially do very, very well out of this whole ai data center madness that we are now in. Right, useful, useful. This is useful, so put it in the chat on the comments down below.

Speaker 1: 6:07

And then let's move on to another stock that I was actually owning earlier this year, and it is Kamiko Corporation CCJ, a uranium supplier for nuclear stuff. Right, they are a leading uranium producer and supplier. They do mining, they do process it the actual fuel for nuclear power generation and they have high-grade deposits in their mines. So long-term contracts, stable supplies, utilities worldwide and their stock's up like 50% this year or something like that. That's why we were owning it at the time. Uranium output is up 3%, which doesn't sound like a lot, but the price of uranium is also going up.

Speaker 1: 6:47

Lots of policy support, lots of data center deals around nuclear companies, which we're going to go into a little bit more detail and it has on the chart here a really, really beautiful chart resistance line up there at $80. That red line is, by the way, where this red line here in Trade Vision, which is the software we built, you can only get that red line. In Trade Vision we calculate where the market makers are likely to sell. You think that was a good call so far. I'd say that was a good call so far. So you got to break through 80, right Above 80 and Bob's your uncle. We're probably heading into the next rally. Probably no promises ever made.

Speaker 1: 7:25

Vrt is the next stock Power distribution, essentially, and also racks for hyperscale data centers. So they basically built the critical infrastructure power distribution, thermal management, it racks and so on for these massive, massive data centers to ensure efficient cooling. Make sure the whole thing actually works and doesn't overheat and therefore blow up. Don't mix it up with that mobile phone company that was making really overpriced phones in the 2000s. Their bullish sort of news includes revenue, beat expectations, 24% growth. Profits per share up 77% $7.9 billion backlog. Should I just mention that one? Again $7.9 billion backlog. So they've got some demand. They also acquired CoolTerra, which is a data center cooling company, so they're going to be growing quite nicely.

Speaker 1: 8:21

As part of this and stock chart. Well, what do you see? What do you see? What do you see? You can see it by now, can't you? The resistance is at 140, institutional resistance, but maybe a little higher than that. I would say the safer zone would be 145 and above.

Speaker 1: 8:39

And you might be thinking, Felix, what's your obsession with overpaying for stocks? If you think it's a good thing, why not buy it right now? Depends on your risk profile, right? So you can argue that buying things on the pullback like right here or right here or right there, was the smart thing to do and is the smart thing to do. It's possibly true, but it comes with a little bit more risk, buying things when they're actually on the way up, actually breaking through these resistance lines. Gapping up, gapping up, that's usually the smarter play, but it depends. I do also buy things on pullbacks. Sometimes it's just a little bit more, you know, it's a little bit higher risk, I'd say.

Speaker 1: 9:14

Now, the next stock on our list is Oklo, which I think we've talked about before. It's a microreactor company. So they're basically, if you want a little cute, cuddly, fuzzy nuclear generation device in your backyard, they'll deliver one for you. They won't, but yes, they make advanced microreactors for on-site and generation power generation. So who wants the on-site power generations? Well, you know, bill, data centers, the US government facilities that are really remote somewhere, and then they use recycled fuel to make it sustainable. Yes, there is no radiation. No, no, no, no, none whatsoever. There will be no nuclear waste. It'll all just be glorious, glorious and they'll just be four-headed creatures riding around the place. But the stocks are up 260 percent or something this year.

Speaker 1: 10:09

Um, analysts are bullish on the thing. Wet bush has a 75 price target. Well, we're trading at 71. So who cares about wet bush? But yeah, the air force deals trump support for nuclear positions them as a very good potential.

Speaker 1: 10:24

Small, cute, cuddly, fuzzy reactor producer. Who wouldn't want one? When you want one, order one, put it in your children's playroom. Keep all those lights on. So there is Oklo. Entry point for me would be above the $80. Resistance A bit more conservative would be at $84 or $50. That's just my perspective, it doesn't have to be yours.

Speaker 1: 10:48

Ceg, what do they do? Well, they're the largest US nuclear fleet. They deliver carbon-free energy. Yes, they are single-handedly saving the planet from global warming, just not radiation cancer and all the other problems. But we shall mention those because nuclear energy has been whitewashed by Bill himself. Now, these carbon-free reactors they have over 20 of them and they supply reliable and clean energy to utilities and data centers and industries with very advanced and very, very clean, clean, clean green, even renewable, apparently, energy. Right, okay, maybe I went a little bit too far there. But yeah, the whole nuclear thing, it's a bit nutty, isn't it? That's what the whole global warming thing is all about. The whole thing is about promoting nuclear energy.

Speaker 1: 11:37

Somebody came up with that in the 90s when nuclear energy was dying and they were like the ozone thing isn't really going to save us. Why didn't we come up with global warming. They're like, oh all right, okay, some people are going to disagree with me or not in the channel, but just follow the money With any bit of science. Follow the money, because science is paid for by somebody. Somebody's paid to come up with that study. Anyway, I digress.

Speaker 1: 11:59

Bullish for them. Revenue is up 11%, 94%, fleet efficiency, as they call it. They have a 20-year deal with Zuckerberg to power his data centers and the stock's done quite nicely this year. Just AI-driven demand. And what do I like about it? I like that this stock is consolidating. It's a bit tired. We like that. Why? Because it means it's potentially going to break out. Now, the key thing is it going to break out above that 50-day moving average line again this one. If it doesn't, I wouldn't buy it. If it breaks through the 340-day resistance and then maybe goes on to take out the sort of what is that 355? Or thereabouts at the top, then we're in for a party, a glowing green and clean party.

Speaker 1: 12:52

What else have we got on the list? We have a couple of more, a couple of bonus stocks here VST, independent Power Producer, gas Renewables. They also have some grid scale batteries, diverse. Their portfolio is described as by themselves, and they generate and they sell electricity across the us, um, particularly to data centers. So these guys, you know data centers, um stocks at an all-time high, ish tremendously up. They um bought some gas power plants to add more capacity. And analysts apparently love these guys. I mean they must have very good analyst parties, I presume, but no, it's actually again at a good spot.

Speaker 1: 13:34

So you see the high here from January and then you see that we hit the same highs more or less the whole time here. So we're kind of 210, 215 is probably a sensible place. Or, as I say again, you could go for the dips. At the moment we seem to be in one of these dips. That is entirely up to you. I'm not telling you to buy it, but again, I like the setup.

Speaker 1: 14:02

Now, what's the other one? Okay, I think we have two or three more. Let's run through them as quickly as we humanly can to make sure you start the day off with a bit of power. Sure you start the day off with a bit of uh, you know, power, a gev, um. What do they do? Power conversion, um, efficient hardware for data centers, turbines, all that kind of exciting sexy stuff, um, and well, stock looks pretty good. That's really all I want to say about it. Um, massive rally, um, they got some 500 million dollar plus orders for data center linked, which is up a lot from last year. They got like the 29 unit supply deal for Cruiser Energy. Analysts have upgraded it to over $700.

Speaker 1: 14:45

It's trading at $620 right now and it got a little tired from all the rallying and all the winning. It got a little tired from all the rallying and all the winning. So we got this sort of resistance going up here at around give or take 660. So we break out of the 660. Maybe it goes to 666, and then it's definitely a buy.

Speaker 1: 15:05

What's the next one on the list? I want to just give you one or two more here, smr, two more here smr and smr we've talked about this also before stands for a small, cuddly, fuzzy power nuclear power reactor the very clean ones, and these are safe nuclear power modules for flexible deployment in clean energy generation. They're cost effective and clean. So they say really clean, they'll save the planet, be good for your children. You should live in one. But yeah, we're expecting explosive growth, really explosive growth 42% compound annual growth rate for the next 10 years, which is just extraordinary. First plant, cuddly fuzzy plant is going to come out in 2030. And, yeah, so it to come out in 2030. And yeah, so it's one of those things.

Speaker 1: 16:00

Now the stock has dropped through this yellow 50-day moving average line here, which is a warning sign. But if it rebounds off the recent lows around 33.50, which is also where the institutions sit with their little green fuzzy support line, so if you see the sort of rebound there, that could be an interesting entry point, especially once it takes out the yellow line there again. So that might be a little bit of a dip buying opportunity for those of you who can't stop buying the clean dip. Right? I think that's it. I think that's all of them. But, yeah, check out the actual document.

Speaker 1: 16:33

Um, to give the most value for this, because I know it's a lot of information, I'm dumping on you pretty quickly. It walks you through each stock, what they do, what they are and so on. Always take my data with a pinch of salt. Do your own research, you know. Come to your own conclusions. Don't just buy stuff because I'm talking about it. That would be silly.

Speaker 1: 16:49

And, um, if you want to get access to this, what I call the super chart. Why is it the super chart? Because it literally gives you everything the institutional data, it gives you news, it gives you everything. Uh, you can set alerts when it breaks out of above certain points. It's all in there and it's insanely good and we build it and that's why it's insanely good and you can get yourself that at felix friends, at org slash trade vision link down there below there's even a qr code. You see it's a clean, holistic qr code. So there we are, winston, and I say um, keep the energy clean and thanks for tuning in. If you got some value out of this smash stuff, share things. That helps all the best.