Trump Order Ignites Grid Spending

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Donald Trump just signed an executive order that's about to redirect trillions of dollars into a sector that most investors are completely ignoring. Everyone's watching NVIDIA and the AI chips. But there is a 5 trillion infrastructure crisis unfolding right now, which is America's power grid. It's literally breaking under the weight of AI data centers, and the government just gave the green light to fix it at any cost. So by the end of this video, you know exactly which five sectors are getting the money, which companies are already winning the contracts, and Winston's simple three-step framework for finding these opportunities before the mainstream catches on. My name is Felix Pride, I'm ex-investment banker. That's Winston back there, who's done all the hard research. I'm also the founder of the GOAT Academy, where my mentors, my retired Wall Street guys, have taught well over 20,000 students the last six years. And we're all about teaching you what's usually only taught to Wall Street. So we're going to expose today a policy change that could, well, make you some serious money if you're positioned right for it. And here's something that Wall Street figured out six months ago. But Main Street still doesn't understand. AI is breaking America's power grid, right? Let me give you some numbers that'll blow your mind. AI data centers need the same amount of power as 57 million American homes today. By 2030, just in four years, they'll need more than double that. And the problem is that 70% of America's transformers are over 25 years old. They're out there drinking, partying. What's the transformers? It's those big boxes you see on telephone poles and electrical substations and so on. And they are ancient and they are failing. Why? Because the grid was built in the 60s for refrigerators and air conditioners, not AI supercomputers running 24-7. And think about it. I mean, how often have you upgraded your mobile phone and your landline since the 60s? Quite a few times. The grid, zero. Zero upgrades. So what's happened? The data centers are going off grid. So now they're not waiting for the government to fix it. They're building their own power plants. Literally, private companies are becoming their own utility companies. And we've never ever seen that at this scale. Now, this video is going to be information dense. I've warned you. I'm going to give you company names, numbers, data points, the whole structure, the whole system. And to make sure it really lands for you, you can review it later. So I'm going to give you two things. First, a full bonus research report on everything that I'm covering, plus additional stocks, additional data, additional analysis that we won't have time to go in this video. And Winston, of course, has written the whole thing, done all the research, and that's why he's so tired, right? Winston? Winston. Winston? Winston? Hello. Anyone awake over there? He's done a nice big hike this morning. That's why he looks so peeped. Okay, so we've established a problem. AI needs a massive amount of power. The grid is ancient. The government has committed over a trillion dollars to fix it. So the question is, how do you, Mr. or Mrs. Regul, actually profit from this? Let me tell you about the one principle that changed how I invest. And it's something I learned from my Wall Street mentors. And they said to me, follow the money. That's it. Three words, right? But we don't really know what that means at the beginning. And so what do we what do we do? Most people watch the news or YouTube, they read the headlines, they listen to analysts, right? And then they buy stocks based on stories that they've heard. Institutional investors, they watch where the money is going, not where it might go, not where some analysts say it should go, where it is going right now, today. Why? Money doesn't lie. Money doesn't have an agenda, it doesn't really care about stories. It either makes money or it doesn't. So let me show you the proof that this grid build out is real and that the smart money's been positioning for six months, while everyone else was distracted. But at the same time, there is a new positioning happening right now. And I'm going to tell you about that in this video as well. But I want you to look at a chart with me. This is the SP 500, and for the last five months, it's done bugger-all. It's up a couple of percentage points. During that same period, power line construction companies went up 52%, engineering and construction companies went up 46%, electronic component companies went up 87%. And individual stocks, I mean I'll talk about some of these today, like Bloom Energy, you know, these are up 100 something percent. And it isn't just them, it's also companies like Powell Industries, you know, up 150%. I could give you more names. TTM, TTM is up 134%, Vico's up 174%, Sanders is up 200%. Well, the SP did like 3%. And that's what follow the money looks like. The smart money, the institutional money, they weren't waiting for the news to tell them this was happening. They were watching the money flow into these sectors. And they bought it six months ago. But here's the second thing. This is for those of you who are serious about this opportunity. I'm gonna do a live training this weekend where I will show you the exact system that I learned for following that institutional money in real time. Because right now they're positioning for the next trade. If you want to join that training, go to FelixFrencer.org slash training. There's a link down below in the description, and you can grab yourself a free seat, show up on time so you can take advantage of it. All right, so let's dive in deeper. What happened just? Trump signed an executive order. It's called strengthening the US grid reliability and security. Exciting. And they normally aren't very exciting, but this one's actually different. This one has teeth, big teeth, and more importantly, this one has money attached to it. So here's what it does. And I'm gonna break this down for you in plain English, and then I'm gonna show you what the opportunities are, met non. It has emergency powers to prevent grid failures. So the order gives the DOE, Department of Energy, emergency authority over something called, doesn't matter what it's called. Essentially, it means they can force utilities to keep power plants running, even if those plants were scheduled to close. Why? Because the grid's pretty fragile right now. They can't they can't afford to lose any capacity. So it's going to keep coal and gas plants open. Why do we need coal and gas? Don't we have solar and wind? Well, solar doesn't work at night, and wind doesn't work when it's not windy, or actually when it's really, really windy, but both don't work. Coal and gas, yeah, they're not that clean from a burning stuff point of view, but they run all the time. And data centers don't go to sleep at night, you see. They need power all the time. They can't be shut down. So the government is keeping these plants alive, plants that are going to be retired because AI needs. It also fast-tracks power purchase agreements for the military and critical facilities, and that's the money part. So the government is signing long-term contracts, and these are called power purchase agreements. Boring as hell, I know, but it's so important. Because we can make money from it, which isn't that boring, is it? Is it boring? Uh let me know down below in the comments. If you think it's boring, write boring in there. If you think it's exciting, write exciting in there. And these government contracts, they guarantee revenue streams for like 10, 15, 20 years. So if you're an investor, this is gold, or you know, as close to gold as we can get with a stock. Why? Because the military needs power. Data centers need power. The government has said we'll pay for it. So the government committed$1.4 trillion to rebuild the grid, and that's a lot of money. It's double what we spent the last 10 years. There's also another program called the Spark program,$1.9 billion from the Department of Energy, just for upgrading transmission lines. You know, the little wiry things that are hanging around outside your homes. Now, this is the part Winston gets excited about. As you can see, it's the uh follow the money part, right? How do you spot these opportunities before they become obvious? And I'm gonna give you one metric that matters more than anything else: backlogs. What do I mean by backlogs? A backlog is work that a company has already sold. It's not a forecast, it's not a projection, sort of Sam Altman style. It's not, oh, we think we might get this contract. No, it is a signed deal, a guaranteed revenue. Let me give you an example. Quantoservices, ticker symbol is PWR, there it is, is one of the biggest grid infrastructure companies in America. And they build transmission lines, substations, you know, all that kind of boring stuff. Uh and they literally do the physical work of building the grid. And they have a$44 billion backlog. That's$44 billion of work they've sold, work they're going to do over the next few years, when the economy goes up or down or whatever, and that they are going to get paid for guaranteed revenue. And when you see backlogs exploding like this, and normally we only see this in defense contractors, this kind of backlog, you know money is gonna come in. It is no longer speculation. This is actually real. So let me give you the themes here. Who's gonna get the money? Who's gonna get the cash? And where are the investment opportunities for us? So let's start with the most pressing one off-grid power generation. Remember what I said earlier? A third of data centers are going off-grid. Winston, come on, come on here, come, come on here, come on here, big teddy bam. So Winston's here because this is important. Okay, if you're Google or Meta or one of those big guys, you need to connect to the power grid, right? Because you need a data center. But it takes five to ten years to get a grid connection approved. So why? You gotta get permits, you gotta wait for the utility to upgrade their lines, you gotta wait for substations to be built five to ten years. But AI is happening in days and in weeks and in months. So these guys can't wait. So what are they doing? They're building their own power plants. They got that much money. They're buying fuel cells, small nuclear reactors, gas generators, and they're putting them right next to the data centers so they don't have to talk to the grid. They generate their own power. We've never seen that before. So who's winning from this? Well, a couple of tickers I'll put on the screen here for you. One is Bloom Energy, and they make something called fuel cells. Think of it like giant batteries that run on natural gas. They sit next to the data center, they generate electricity on site, you don't need any lines, you don't need the grid. And they just signed a deal with Oracle to provide some insane amount of electricity for their data centers. It's the equivalent of the data, of the power, rather, that two million homes would need just for one company's data center. The stocks up 105% in six months. Why? Because Wall Street's been seeing what's happening. Um, second, we have Oclo, O-K L O, and they don't make fuel cells. They don't wait for the natural gas to come out of the ground, they make nuclear power. Small modular reactors, basically mini nuclear power plants, sort of Homer Simpson style that you can put in your front yard. And they just signed a deal with um Zook's little company, you know, Meta, and they're going to build a massive nuclear power plant for their Ohio data center. I say massive, it's actually tiny. And and nuclear is labeled carbon-free, right? So tech companies can say they are they are green, you know, which is of course just a ridiculous uh whitewashing of the nuclear industry, but there we are. It's a tiny reactor that can power the whole data center. And who else is investing in nuclear? Microsoft, Amazon, Google are all exploring very, very similar deals. Now, if nuclear is coming back, there is one thing every reactor needs, and it is uranium. Yes. Uh, there is one company called CCJ Camiko. It is one of the world's largest uranium suppliers. Stocks up about 30% in six months. And uranium supply is pretty tight right now because, well, nobody was building new reactors, so nobody started new uranium mines. Now suddenly everybody wants nuclear again. So we got some supply issues there, right? So this is your picks and shovels play for the nuclear renaissance. And if you're looking at these and you think, oh no, we're too late to the party. Well, we looked at we looked at this stock here, for example, it's an aluminium play, and we looked at it here in September. And I was like, oh no, it's too late, you missed it because it was already up, you know, 30%. Uh, and I didn't think we'd missed it. Uh so it went up some more, and up another 30%. And then I said, well, here again, it's it's actually a good opportunity. And people were like, no, no, no, you're mad, Felix, because you've already missed a 68% run up. And now I'm looking at this, and from the second point, it went up, you know, another 100% or so. So things can run up for much longer than you think. So I'm not telling you to buy these stocks. I'm not a financial advisor. I'm just saying, once you understand the rules, once you understand good risk management, once you understand the little numbers that actually matter that Wall Street looks at, you can actually be quite late to a party like this. And I quite like being a little bit late to a party like this because actually, in my humble opinion, it reduces our risk and it improves the likelihood of us being right. You don't want to be too early. And everyone's always taught you've got to be really early. Wall Street doesn't like to be that early. We like to be a little bit late. Now, the second opportunity here is the actual physical grid builders. So, what are the companies with the biggest backlogs and the best positioning here, in my humble opinion? First, we have PWR. They're called Quanta, rather compute fusingly. Uh, and and yeah, they've had a nice run-up. But that doesn't mean the run-up's over, right? These things can run up for quite a long period of time because people said it was too late here and too late there, and too late here, and too late there, and you know, 1500% later, uh, we're still going up. Again, I'm not promising it's going to go up in a straight line, but let me tell you a little bit about this. Quantor is the largest grid infrastructure contractor in North America. They build transmission lines, you know, the high voltage big stuff. You know, that kind of thing when you sit underneath it, your head goes, you know, those ones. They build substations, right? They do everything, and they have a$44 billion backlog, as just mentioned. That's about three years of revenue that they've got locked in. So they know what's going to happen in the next three years. And they also just signed a huge deal with NISource to build three gigawatts of new grid capacity. Stocks up 43% the last six months, but I wouldn't let that deter me. You could maybe wait for a dip, absolutely. But it is something that's definitely interesting from my perspective. Again, not financial advice, not telling you to buy it. But if America is going to upgrade its grid, Quanta is going to be doing a lot of the work. Next ticker, and I'm going to run through this quite quickly because I don't want to overwhelm you here. There's more in the research report. For those of you guys who are serious and you want to learn it, you'll join me live at the link down below, FelixFenzerlock slash training. We've got MazTech, ticker symbol MTZ. They build pipelines and power lines, not just electricity, but also natural gas pipelines to supply those gas-fired power plants. We've got AGX called Argum. They're a power plant contractor. They design and build new power plants from the ground up. The government is keeping gold and gas plants open and building new capacity. These guys are going to get contracts. You've got Comfort Systems, Fix is their ticker. They do mechanical and electrical contracting for data centers. Think about the cooling systems, the electrical work, the bread and butter execution for every new data center built. And it's the third theme. And I've been talking about this since the beginning of the war, maybe longer. These are, if the grid is the pick and shovel play of AI, these are the pick and shovel play of the grid. So we're going, we're going back, we're going deep. Every data center, every substation, every power line, they need the same specialized components. Think power modules, switch gears, circuit boards, cooling systems, transformers. And there are only a handful of companies that make this stuff. There's a pretty high barrier to entry. It's pretty specialized technology, and everyone needs it. So let me walk you through some of the winners here. VICR make power modules. What do they do? Well, look, every chip out there, whether it's Nvidia's AMDs or Googled, they need power conversion. And these guys, Vicor, are one of the best in the world at power conversions. We have POWL. They make switch gears and electrical distribution equipments. They're sort of the circuit breakers for data centers. They control whether electricity flows, protect them against uh overload so it doesn't all break. We've got ticker VRT, Vertiv, make thermal management and cooling systems. We talked about these guys last year before. And the problem with AI chips is they're hot stuff, right? They have a heat problem. Traditional air cooling doesn't cut it, like the fan in your computer, it doesn't do anything for it. So they've got to build specialized cooling systems. We've also got TTMI, AEIS, all tickers we've talked about in the past. And then if you want to go really simple and you're worried about picking the wrong thing, well, you can't build a power grid without raw materials. And the two big ones are aluminium for the transmission lines, for the conductors, and copper, of course, for wiring, for transformers. Uranium, not strictly a metal, but you get the idea we need for a nuclear fall. So let me give you some aluminium plays. Um CNX is up 300% in the last year, which I would say might be something that's run up, you know, pretty aggressively. There are others, like Alcoa, for example, who haven't run up as much and have actually been going absolutely nowhere since the beginning of the year, which is quite interesting. So this is exactly the sort of pattern that we look at for that second chance entry into an industry you know we haven't seen before. And by the way, don't worry about missing things. It's completely fine. There are so many opportunities every week. You can afford to miss most of them. But this grid's going to need a lot of aluminium. And secondly, the Trump administration has put tariffs on foreign metals, right? So if America is rebuilding the grid with American labor and American materials, the more domestic aluminium producers are likely the winners here. So that makes them a tariff play and an infrastructure play. Well, we've covered a lot here. Looked at about a dozen stocks, right? Loads of contracts. But I don't want you to just memorize this list and move on. I want you to understand the system, the framework, so you can find the next opportunities yourself. So let me give you my three-step framework for finding these opportunities before they come too obvious. First, start by zooming out. Ask yourself what's a massive trend that is undeniable? Not what might happen, not what some people think, what's already happening at a scale too big to ignore. In this case, AI needs power, the grid can't handle the demand, the government has committed over a trillion dollars to fix it. Data centers are being built, whether we like it or not. So this isn't really a bet, it's just a fact, right? So you've got your macro trend. And then you think, well, who benefits? Don't fight the trend. Don't try to predict when it'll end. Just fight the companies that benefit from it happening. And look for companies with backlogs, not revenue projections, not you know, Sam Altman, we're gonna do X in the future. No, no. Actual contracts. Sign contracts, ideally with the government or utility companies, because you know they can't cancel it. The news is always just noise. Focus on the data, not the story. And then what most people do is they wait for like CNBC to start talking about it. They wait for Bloomberg to write an article about it, they wait for someone they know to recommend it. But that's usually happens after the move. And what I learned from my Wall Street guys is that the best time to invest is when the data is public, but people are not paying attention yet. The data on the grid spending, yeah, public. Executive order, public. The backlogs, public. Companies report that every quarter. Stock prices are also public. You can see them moving in real time. It's not being hidden from you. You're just watching different screens, right? You're watching news, they are watching money flows. And that's really the game. And you can play the same game too if you know what to look for. And if you want to come and learn that with me, uh I'll teach it to you. It's free. Felix Ransel's training. And we're gonna go pretty deep in that. So let me bring all of this home. I know we covered a ton of stuff here. Winston. Winston, sit up, sit. Hey Winston. Sit. Sit up. Come on, come on. Come on. Why are you so sleepy? Okay, I was gonna say Winston was gonna bring this home, but uh he seems to be too tired. To do anything. What have we got? Months before Trump signed this executive order, the sectors that are benefiting from this were going up. And you might screen manipulation and insider trading, but that's not actually it. There might be an element to that somewhere. I'm not saying that that's never a possibility. But it was there, it was public, it was in the charts, we could see it. All we're gonna look at is, you know, look at an aluminium stock like C E and X I showed you, right? And since you know, 20th of October, it's up 71%. Right? SP three. So if you're sitting there and you're wondering, is the market too risky? Should I be in AI? Is the war gonna end? Our oil prices gonna come down, what's inflation gonna do? That's all very well. And so kind of interesting. But there are opportunities within the market in every environment. And yes, we've now gone one step further in this grid energy trade because we now get government money on top. And we didn't know that was coming. So there is a decent chance this is going to keep elevating further. And if it doesn't, well, we rotate out of it and we rotate into the next thing. But it's understanding that rotation rather than just sitting in the index and going, it's only done 3%, super frustrating, right? There are people here who made very, very different numbers. So come and learn it. That's really the big story that I want to get you guys to take away from this because I can give you the news, I can give you the ideas, I can give you the theme of the moment and so on. But ultimately, it isn't gonna help you that much because you're not gonna see every video, it won't get suggested to you, and you know, you might not be subscribed, you might not have your learts and all that stuff. And there's a lot of noise out there, and you're busy and you haven't got time to watch it, and even if you do, you only might watch the first five minutes and then you know snooze off or whatever. And that's all fine. But if you just learn the system, if you just learn how to spot it yourself, and then you can sit down on a Sunday for like two hours the way I do, and find the opportunities as they're beginning to happen, not after they're already over. That's something you want to learn. Do come and join me. It's gonna be fun. I'm gonna show you the next opportunity, literally, where the money is positioning into right now. And it's gonna be fun and it's gonna be very empowering.