And These 3 “Boring” Companies Could Be the Ones That Solve It.
A handful of unglamorous companies are quietly cashing in on the race to keep the AI boom turned on. I've found 3, and our research team sees gains of more than 100% in two of them over the next 12 months, before most investors even know their names.
I'll get right to it.
Here's the problem, in one sentence.
Artificial intelligence needs more electricity than the power grid can supply.
That's it. That's the whole crisis.
One next-generation AI supercluster can pull 1 gigawatt of power. That's the equivalent of 750,000 average American homes.4
Read that again. That's one AI campus. Not a whole industry. One site.
Quick definitions, because these two terms are going to come up a lot.
AI Campus
An AI campus is a cluster of giant data center buildings on a single site, all sharing the same power supply. OpenAI's flagship campus in Abilene, Texas, has eight of them, spread across more than 1,000 acres.25 Another campus going up just down the road will have ten.26
AI Supercluster
An AI supercluster is what's inside those buildings: tens of thousands of AI chips wired together so they work as one enormous computer. That's what eats the electricity.
And the newest campuses aren't stopping at one gigawatt. Some are being planned at several gigawatts each, running 24 hours a day, every day, forever.
A human house can lose power for three seconds in a storm and nothing happens. Your clock blinks. Life goes on.
An AI supercluster loses power for a fraction of a second, mid-calculation, and the whole system can crash. Millions of dollars in data, corrupted. The chips themselves can physically crack from the thermal shock.
So Silicon Valley stopped relying on the public grid.
Tech companies aren't just building software anymore. They're buying the exclusive, private rights to entire power plants, cutting the cord to the public grid so they can feed their data centers directly from the source.
This isn't theoretical. It's already straining the system we have today.
In the news
Reuters reported that PJM, the company that runs the biggest power grid in America, had to propose an emergency plan ordering data centers to run on local backup generators, because electricity supply was approaching what officials called “dangerously low levels.” TechCrunch called it even more bluntly: data centers may face temporary power cuts just to prevent blackouts on the largest grid in the country.
Now, don't just take a trader's word for the scale of this.
In the news
Yahoo Finance confirmed it directly: the five largest cloud and AI giants, Microsoft, Alphabet, Amazon, Meta, and Oracle, have committed up to $690 billion specifically toward the AI buildout. And Yahoo Finance itself asked the obvious question: “With all that spending going into the AI buildout... where is all of that electricity actually going to come from?”
Think about that for a second. That's more than China, Russia, and Germany spend on their entire militaries, combined.24
Chart
Big Tech's AI Spending vs. Three Military Powers
Billions of dollars
$640BChina $336BRussia $190BGermany $114B
$690B
China + Russia + Germany(entire military budgets, 2025)Big Tech AI buildout(2026)
Sources: SIPRI, Trends in World Military Expenditure 2025 (April 2026); Yahoo Finance. Big Tech = Microsoft, Alphabet, Amazon, Meta, and Oracle. Low estimate: $660B.
They're writing checks the physical grid cannot cash.
01 · New Energy
I Call This New Energy. And I Need To Be Clear About What It Isn't…
When I say New Energy, I am not talking about “green energy.”
This has nothing to do with solar panels or windmills. It isn't an environmental story, and it isn't a “save the planet” pitch.
Some of these companies happen to produce cleaner power. That's a side effect, not the point.
The point is raw, industrial, around-the-clock electricity. The machines don't care about a carbon footprint. They care about electrons, millions of them, every second, without interruption.
New Energy is the story of who controls that supply. Follow the money, not the politics.
And I've found three companies sitting right at the center of it.
I'll detail all three in a few minutes. But first...
Where I’ve worked
02 · From the author
A Quick Introduction, In Case We Haven't Met
My name is Don Kaufman.
I'm the founder and Chief Strategist at TheoTRADE, a virtual investment education and trading platform.
I've been in this industry for 26 years now.
Before TheoTRADE, I spent 6 years at TD Ameritrade as Director of the Trader Group, running the team in charge of teaching its customers how to invest and trade.
Before that, I started my career at thinkorswim back in 2000, years before TD Ameritrade bought the company. I taught everyday people how to trade, and helped it grow into one of the most popular trading platforms in the country.
So when I tell you I've watched a few technology cycles reshape how people trade, I mean that literally. I was inside the room building the tools for the last one.
For years, my job has been helping regular people actually understand the markets, instead of guessing. No jargon just to sound smart. That's what I want to do with you today.
Here's something I've noticed after all my years doing this. Whenever a big trend shows up, everyday investors all end up chasing the same five or six obvious names. But when everybody already knows about something, a lot of the easy money has already been made.
What actually gets me excited is the stuff sitting right behind the headline. That's what led me here. Not to another chip stock. To power, the unglamorous part of this story almost nobody's watching yet.
I'd much rather own a piece of what's holding the iceberg up underneath the water than the tip everyone's already staring at.
03 · The scorecard
My Recent Trades, In Both Directions
Before we go further, I want to show you something.
I don't just talk about opportunities. I act on them, and I keep score.
Here's a handful of my recent trades. Real companies. Real results. And you'll notice they don't all go in the same direction.
Some were bets that a stock would rise. Others were bets that a stock would fall. These were options trades, which can make money in either direction. So each percentage is the return on the money put into that trade, not how far the stock itself moved.
NFLXBet it would rise ▲
Netflix (NFLX): a 123% gain, on a bet it would rise.
I bet Netflix would rise. I opened the trade on January 28, 2026, and closed it a month later, on February 27, for a 123% return on the money in the trade.
$94
+123%
$210
Paid to open (Jan 28, 2026)Sold to close (Feb 27, 2026)
TOLBet it would fall ▼
Toll Brothers (TOL): a 112% gain, on a bet it would fall.
$247
+112%
$525
Paid to open (Apr 21, 2026)Sold to close (May 12, 2026)
This one was a bet the stock would fall. I expected homebuilder Toll Brothers to slide. I opened the trade on April 21, 2026, and closed it three weeks later, on May 12, for a 112% return.
CATBet it would fall ▼
Caterpillar (CAT): a 100% gain, on a bet it would fall.
$275
+100%
$550
Paid to open (Jul 1, 2026)Sold to close (Jul 16, 2026)
Another bet on a drop. I expected Caterpillar to pull back. I opened the trade on July 1, 2026, and closed it two weeks later, on July 16, for a 100% return.
AAPLBet it would fall ▼
Apple (AAPL): a 74% gain, on a bet it would fall.
$113
+74%
$197
Paid to open (May 22, 2026)Sold to close (Jun 9, 2026)
A bet that Apple would fall. I opened the trade on May 22, 2026, and closed it on June 9 for a 74% return.
MSFTBet it would fall ▼
Microsoft (MSFT): a 70% gain, on a bet it would fall.
$168
+70%
$285
Paid to open (Mar 5, 2026)Sold to close (Mar 19, 2026)
A bet that Microsoft would fall. I opened the trade on March 5, 2026, and closed it two weeks later, on March 19, for a 70% return.
NVDABet it would rise ▲
Nvidia (NVDA): a 58% gain, on a bet it would rise.
$160
+58%
$253
Paid to open (May 28, 2026)Sold to close (Jun 1, 2026)
A bet that Nvidia would rise. I opened the trade on May 28, 2026, and closed it just four days later, on June 1, for a 58% return.
TSLABet it would rise ▲
Tesla (TSLA): a 58% gain, on a bet it would rise.
$158
+58%
$250
Paid to open (Jul 30, 2026)Sold to close (Aug 3, 2026)
A bet that Tesla would rise. I opened the trade on July 30, 2026, and closed it four days later, on August 3, for a 58% return.
Trades shown are one options contract each, before commissions. Not every trade wins, and plenty lose money. Past performance does not guarantee future results.
Look at those top three again. 123%. 112%. 100%. And two of them came from spotting a stock that was about to fall. Anyone can look smart when everything is going up. Reading the market in both directions takes experience.
I'm not telling you this to brag. I'm telling you because I want you to trust what I'm about to show you next.
And to be clear, I'm not asking you to trade options. This is built around simple stock picks you can buy right from your phone. What carries over is the read on the market.
This isn't my first rodeo, and I believe New Energy is set up to be the biggest one yet.
Don't just take my word for it. Here's what people have said about working with me.
“I have been a member for a little over two months and have learned a ton of stuff and have made my $ back at least ten times over already... just a TON of info on this TheoTRADE site.”- Stan K.
“Thanks for everything Don. I really do love TheoTRADE, and it has been a great experience being a part of the group. I think you've done a fantastic job with the service.”- Ted
“Don, I just want to say thank you! TheoTRADE has been great! I've learned a lot and really appreciate your 1 price model for everything. It's refreshing!”- Mark
These are real people, in their own words. Individual results vary, and these aren't typical.
04 · The numbers
Three Numbers That Explain The Entire Opportunity
I could walk you through pages of proof. Instead, let me give you three numbers.
01
12%. That's the share of all U.S. electricity data centers could be using by 2028, according to the federal government's own research.5
Chart
Data Centers' Share of All U.S. Electricity
Percent of U.S. electricity
1.9%
4.4%
Up to 12%Low estimate 6.7%High estimate
201820232028 (projected)
Source: U.S. Department of Energy / Lawrence Berkeley National Laboratory, 2024 United States Data Center Energy Usage Report. 2028 is a projected range.
02
4X. That's how much the government wants to grow America's nuclear power capacity by 2050, from 100 gigawatts today to 400.6
Chart
U.S. Nuclear Power Capacity Target
Gigawatts
100 GW
400 GW
Today2050 Target
Source: The White House, May 2025 executive orders on nuclear energy
03
7.7 gigawatts. That's how much nuclear power Meta now has under contract, more than any other company in America. Up to 6.6 gigawatts of that was signed in January alone, with the power coming online over the next decade.10
Chart
Meta's Nuclear Power vs. an Entire State
Gigawatts
1.2 GW
6.6 GW
7.7 GW
New Hampshire(whole state, avg. use)Meta(signed Jan. 2026)Meta(total under contract)
Sources: U.S. EIA, New Hampshire Electricity Profile 2024; Trellis. Meta figures are contracted nuclear capacity, coming online through 2035.
That's enough to power the entire state of New Hampshire more than six times over.23
This isn't a prediction anymore. It's a funded buildout, backed by Big Tech's money and Washington's support.
A few more facts worth knowing, quickly.
The government agency that approves nuclear plants now has just 18 months to give a new reactor a yes or a no. These approvals used to take the better part of a decade.7
The Department of Energy set a goal to get brand-new test reactors running by July 4th of this year. They didn't just hit that deadline. They beat it.9
A federal energy deadline, hit ahead of schedule. If you've ever dealt with the government, you know how rare that is.
In the news
Business Insider reported that top Wall Street strategists, the kind managing tens of billions of dollars for their clients, are telling clients the real risk to the AI boom isn't a slowdown in tech spending. It's “the prospect of energy firms being unable to fulfill demand.” Translation: the money isn't in the software. The money is in the power lines.
Amazon expanded its own nuclear power agreement to lock in up to 1.9 gigawatts through 2042.11
Constellation Energy is restarting a reactor that had been shut down, at the old Three Mile Island site, under a 20-year deal with Microsoft.12
The U.S. and Japan agreed to a $40 billion partnership to build a new generation of small nuclear reactors on American soil.13
Every one of the big tech giants, Meta, Microsoft, Amazon, Google, has now signed at least one nuclear power deal just to keep its AI plans alive. These are the biggest, most conservative companies on the planet, writing checks worth tens of billions of dollars.
Here's something history keeps teaching us. Every time there's been a massive infrastructure boom in this country, going back to the railroads, to the fiber optic cables laid under the dot-com boom, the flashiest company usually isn't the only place the money ends up. A lot of it quietly flows to the companies supplying the unglamorous stuff underneath.
Nvidia and the chip makers are the flashy headline in this story. New Energy is the pick and shovel.
05 · The bottlenecks
The Three Bottlenecks Nobody's Talking About
Here's what most people miss.
AI's power problem isn't one problem. It's three separate bottlenecks, stacked on top of each other.
And each one is quietly creating its own opportunity. Let me walk you through them.
01
Bottleneck #1: There Aren't Enough Power Plants
Start with the simplest one.
Every year, PJM, the biggest grid operator in America, holds an auction to lock in enough power plant capacity for the years ahead. Think of it as reserving electricity before you need it.
In the 2024 auction, the price came in at $269.92 per megawatt per day. The year before, it was $28.92.27
Don't worry about the units. What matters is how fast that number moved.
That's more than nine times higher. In a single year.
Chart
The Price to Reserve Power on America's Biggest Grid
Dollars per megawatt per day
$28.92
$269.92
$329.17
$333.44
$325.00
2024/252025/262026/27*2027/28*2028/29*
Source: PJM Interconnection, Base Residual Auction reports. * Hit the maximum price allowed under a temporary federally approved cap.
Then it got worse. The next three auctions all hit the highest price federal regulators would allow.28
And in the auction held last December, PJM couldn't line up enough power to meet its own reliability target. That had never happened before, not once since the auction began in 2007.29
When the price of something jumps more than tenfold and you still can't buy enough of it, that tells you one thing. There's a shortage.
And who gets paid during a shortage? The companies that already own working power plants.
Keep that in mind. It's going to matter in a few minutes.
02
Bottleneck #2: You Can't Plug In Fast Enough
Okay, so just build more power plants. Problem solved, right?
Not so fast. Literally.
Before any new power plant can switch on, it has to get in line for permission to connect to the grid. Engineers have to study it. Upgrades have to be approved. And the line is enormous.
According to Lawrence Berkeley National Laboratory, more than 2,000 gigawatts of new power projects were stuck waiting in line at the end of last year.30
And the wait keeps getting longer. The typical project that finally switched on in 2025 had been waiting more than five years. Back in the early 2000s, it took less than two.30
Chart
How Long New Power Plants Wait to Plug In
Years (typical wait)
Under 2 years
Over 5 years
Projects finished2000 to 2007Projects finishedin 2025
Source: Lawrence Berkeley National Laboratory, Queued Up (2025 and 2026 editions). Median time from grid connection request to start of operations.
Worse, most projects never make it at all. Of all the power projects that applied between 2000 and 2020, only about 1 in 8 ever got built.30
Five years is an eternity in the AI race. No tech company wants billions of dollars of chips sitting in the dark that long.
Which is why more and more data centers are asking a different question: what if we didn't have to wait in line at all?
Remember that question too.
03
Bottleneck #3: The Fuel Choke Point
Nuclear plants are the backbone of this whole story. But a nuclear plant is only as good as its fuel supply.
And for years, America has had a dangerous blind spot.
Quick background first. Uranium can't go straight from the mine into a reactor. It has to be processed first, a step called enrichment. Think of it like refining crude oil into gasoline.
I'll be honest, this next part surprised me when I first dug into it.
In 2023, 27% of the uranium enrichment bought for American reactors came from one country: Russia. That's nearly as much as every enrichment facility in the United States supplied, combined.31
Chart
Where America's Reactor Fuel Enrichment Came From (2023)
Share of enrichment purchased
28%
27%
45%
U.S. facilitiesRussiaAll other countries
Source: U.S. EIA data, as reported by World Nuclear News. Share of uranium enrichment services bought by U.S. reactor owners and operators.
Washington finally said enough. In 2024, Congress passed a law banning Russian uranium imports. Temporary waivers are allowed, but every one of them expires by January 1, 2028.32
Russia fired back with a ban of its own on uranium exports to the United States.31
And for the advanced reactors Big Tech is counting on, it's even tighter. They need a stronger, specialty fuel. And for years, Russia was the only country selling it commercially.33
So the question isn't whether America needs new fuel suppliers. It's who's ready to step in.
Three bottlenecks. Not enough power plants. Not enough time to connect new ones. And not enough fuel to run them.
Each one is a problem for Big Tech. And each one is an opportunity for the right company.
So here's the obvious next question. How do you actually profit from all three, without spending your nights buried in SEC filings and government press releases?
That's exactly what my team and I have spent months digging into. And we've narrowed it down to three companies.
One for each bottleneck. One already owns the kind of power plants cashing in on Bottleneck #1. One lets data centers skip the line entirely, solving Bottleneck #2. And one supplies the fuel at the heart of Bottleneck #3.
You're not putting all your eggs in one basket. You're positioned across the entire story.
Let me show you exactly what I'm looking at, right now.
06 · The picks
The Three Gateway Stocks
I designed this specifically for newcomers. You don't need to know how to trade options. You don't need a professional brokerage account.
These are regular, public stocks you can buy right from your phone. But their setups are completely different, so we look at each one through its own lens.
One quick note before we get into specifics. I'm not going to share company names, ticker symbols, or share prices here. The moment those go public, the easy part of the move can disappear. But you'll learn how to get the full details of each stock, in just a moment.
The strategy: buy a proven winner while it's on sale.
This is our answer to Bottleneck #1: not enough power plants.
This is a traditional American power giant that has quietly turned into one of Big Tech's favorite electricity suppliers.
It doesn't depend on just one fuel. It owns nuclear plants that run around the clock, plus a large fleet of natural gas and coal plants that can ramp up whenever demand spikes. That mix is exactly what a power-hungry AI data center wants.
And it isn't signing just one deal. Two of the biggest names in tech have each locked in 20-year contracts to buy nuclear power from this company, roughly 3,800 megawatts in total.22
That's enough electricity for close to 3 million homes, already spoken for, for the next two decades.
It also has a big footprint in two of the most important power markets in the country: Texas, and the same giant grid operator Reuters warned was running dangerously low on electricity.
They aren't building unproven technology. These plants are running right now.
This stock is trading well below its highs from earlier this year, after a broad pullback across tech-related names. For a newcomer, that's close to a gift: a chance to own the same kind of power plants Big Tech is counting on, at a steep discount.
Here's the math, laid out plainly:
Wall Street's Target: about a 60% gain, based on the average analyst forecast. Most analysts rate it a “Buy.”16
Our Target: a 103% gain over the next 12 months.
Why we're higher: two 20-year contracts lock in years of revenue, and we believe the market still hasn't caught on to how much more power Big Tech is going to need.
#2
Pick #2: The Pure-Play Pioneer
The strategy: the skip-the-grid play.
This is our answer to Bottleneck #2: the years-long wait to plug in.
Not every answer to AI's power problem is a nuclear reactor. And not every data center can wait years for one to get built.
This company makes fuel cell systems that produce electricity right on site, next to the data center. No waiting in line for a grid connection. No new power lines. Think of it as a power plant in a box: roll it in, hook it up, and the data center has its own around-the-clock supply.
And Big Tech is already buying. This spring, one of the largest cloud companies in the world signed an agreement for multiple gigawatts of these systems to power its AI data centers.
A major American utility signed a $2.65 billion, 20-year deal for up to 1 gigawatt more.17
And one of the biggest investment firms on the planet is financing the buildout through a partnership worth billions of dollars.
It's a direct bet on the fastest fix for AI's power crunch. That's why it's on this list.
Here's the math, laid out plainly:
Wall Street's Target: most analysts haven't caught up to this one yet. Their average forecast actually sits below where the stock trades today, and even the most optimistic analyst on Wall Street only sees about a 25% gain.18
Our Target: a 70% gain over the next 12 months.
Why we're higher: we believe Wall Street still sees a niche fuel cell company, when it has quietly become one of the go-to power suppliers for AI data centers.
#3
Pick #3: The Fuel Supplier
The strategy: the fuel bottleneck play.
This is our answer to Bottleneck #3: the fuel choke point.
It doesn't matter which reactor design wins this race. Every one of them needs enriched uranium fuel to turn on.
And the newest generation of advanced reactors needs a stronger, specially enriched fuel that almost nobody in the Western world can make.
This company runs the only facility in the United States licensed to produce it. Its plant in Ohio was the first new American-owned uranium enrichment plant to start production since 1954.19
For decades, America leaned on overseas suppliers for this fuel, including Russia. Washington wants that to end, and it's putting real money behind it.
In January, the Department of Energy picked this company for a $900 million award to scale that Ohio plant up to full commercial production.20
Think about what that means. The reactors everyone is so excited about can't run without fuel. And this company sits at one of the narrowest choke points in the entire supply chain.
Here's the math, laid out plainly:
Wall Street's Target: a gain of a little over 50%, based on the average analyst forecast. The most optimistic analyst on Wall Street sees about 138%.21
Our Target: a 253% gain over the next 12 months.
Why we're higher: we believe the market is still pricing this like a small niche supplier, not like the gatekeeper for the fuel the next generation of reactors depends on.
Three different companies. Three different ways to play the same trend. Three different levels of risk and reward. No matter how much you're comfortable putting to work, there's a way into New Energy.
Let's talk about what that could actually mean for you. Two of these three carry triple-digit targets. If just one of them hits, that's a real, meaningful move in your account. If all three play out the way we believe they can, that's the kind of year that changes how you think about investing entirely.
I can't promise you that outcome. Nobody honest can. But I can tell you this: three real companies, three real contracts, one real, government-backed trend, is about as clean a setup as I've seen in a long time.
On Wall Street, the biggest companies in the world, the ones worth hundreds of billions or even trillions of dollars, are called mega-caps. And every one of them started out as something much smaller. Nvidia was once a struggling maker of video game graphics chips. Apple nearly went bankrupt in the late 1990s.
Somewhere, quietly, an unglamorous small or mid-sized company becomes the backbone of a massive trend, and grows into that role in front of investors who got there early. That's the pattern I hunt for, in New Energy and in whatever comes next. I call that hunt Mega Cap Makers.
07 · The membership
Introducing…
Mega Cap Makers is a brand-new membership I built to follow exactly this kind of story, wherever it shows up next.
New Energy isn't going to be the only chapter. AI is going to keep running into real-world bottlenecks like this one, in defense, in robotics, in healthcare, in quantum computing. Mega Cap Makers is built to follow all of it, not just this one sector.
Our first mission is our deep dive into the New Energy story, and it's the special report you get the moment you join.
Every month, you'll get a new issue of The Mega Cap Makers Report, walking you through where the story is heading next. Once a month, I sit down with the roundtable to go over what's moving and why.
We're launching the Mega Cap Makers Portfolio with three companies to start, all three from this New Energy lineup.
08 · The roundtable
Meet The Roundtable
I don't do this alone, and I don't want to pretend I do.
I chair a small, core roundtable of specialists, and depending on the theme, the right expert rotates in. For New Energy, that's meant working closely with two people you should know.
Gianni Di Poce decides how much of each stock we own, and when to buy or sell.
He built the Trinity Terminal, a tool that tracks what big Wall Street money is buying in real time, so we're not guessing when to buy more or take profits.
Professor Jeff Bierman, CMT, brings the research depth.
He's spent 34 years in the markets and ran his own hedge fund. At TD Ameritrade, he was the chief market technician, basically their top chart expert, working right alongside me. He helped build the charting tools thinkorswim traders still use today.
That's the core group. When a future campaign calls for it, a defense specialist, a robotics researcher, a healthcare analyst, rotates in to make sure every pick is vetted by someone who actually knows that corner of the market. Three sets of eyes on every idea, not just mine.
09 · The filter
The 3 Tests Every Mega Cap Maker Must Pass
I don't pick a stock because it's trending on social media. Every single one has to pass the same three tests before it earns a spot in front of my members.
Test 01
Test 1: Contract
Someone is already paying. Not a hope, not a projection. A real, named customer with a real, signed contract.
Passed
Test 02
Test 2: Catalyst
Real money or policy is actively pushing the trend forward. A government program, an executive order, a funded initiative, not just a story about what might happen someday.
Passed
Test 03
Test 3: Confirmation
The market has already shown it reacts. Real price movement, on real news, not just theory.
Passed
All three companies I just showed you passed all three tests. That's not a coincidence. That's the whole point of building Mega Cap Makers this way.
10 · Fit check
Is Mega Cap Makers Right For You?
Let me be straight with you about who this is for, and who it isn't.
This isn't for you if you're looking for a lottery ticket, or a way to get rich by tomorrow morning. That's not what I do, and anybody promising that isn't being honest with you.
This also isn't for you if you're not willing to hold a stock for more than a few days. New Energy plays out over months and years, not hours.
But if you're the kind of person who likes owning real companies, with real contracts, tied to a story that's just getting started, this is exactly for you. If you've ever looked at a stock like Nvidia after it already went up 10 times and thought, “I wish I'd gotten in earlier,” this is for you.
Here's what a typical month looks like once you're a member. You'll get an issue from me, written in the same plain language you're hearing right now. I'll tell you what's changed in the story that month. You'll always know exactly where things stand. No guessing.
11 · What you get
Everything You Get When You Join Today
Here's everything included the moment you join Mega Cap Makers today.
The New Energy Report
All three company names, tickers, and my full reasoning on each one, in detail.
24/7 Access to the Mega Cap Makers Portfolio
Every stock we own, updated in real time, so you can see exactly what we own and why, whenever you want to check.
Bonus: The New Energy Watchlist
Five more companies we're tracking across uranium supply, equipment, and reactor development, the names we want on your radar as this story keeps unfolding.
Bonus: The New Energy Calendar
Month by month, the specific dates we're watching over the next year: regulatory decisions, reactor milestones, earnings dates, so you know exactly when this story is likely to make news.
Bonus: A Free 30-Day Trading Room Pass
Own the stock, and learn to trade it at the same time. Sit in on real sessions where our team works these exact names live, in real time, no options knowledge required.
The Mega Cap Makers Report
Delivered every month, walking you through what's changed in the story.
Ongoing Buy, Add, Trim, and Sell Alerts
The moment we decide to add a new position, trim one, or exit entirely, you'll hear it directly from us. Not weeks later.
12 · The case
Why I Believe We're Still Early
I want to be frank with you about something. Nobody, including me, can promise these three stocks are going to go up. Nobody can promise that about any stock, ever.
What I can tell you is what I look for before I put a stock in front of you. A real customer. A real, signed contract. A real government tailwind. Every company in the Mega Cap Makers Portfolio has all three of those things behind it, right now.
And remember what I showed you earlier. The same read on the market that caught Netflix on the way up and Toll Brothers on the way down is behind these three New Energy picks. I'm not asking you to trust a stranger. I'm asking you to trust a track record.
Your invitation
Get All 3 New Energy Stocks Today
$79 for the entire year. Not $79 a month.
Within minutes, you'll have:
All 3 company names.
All 3 tickers.
Why I like each one.
The upcoming events that could move each stock.
And you have 30 full days to look through everything. If you don't believe it's worth the $79, ask for your money back. No hassle, no hoops to jump through.
And if you'd rather lock in an even better deal, you'll see an option on the next page to get three full years for just $179.
1. The New Energy Report, with all three company names, ticker symbols, and my full reasoning on each one.
2. 24/7 access to the Mega Cap Makers Portfolio, every stock we own, updated in real time.
3. Bonus Report: The New Energy Watchlist, covering five additional companies across uranium, equipment, and reactor development.
4. Bonus Report: The New Energy Calendar, laying out the specific dates and milestones I'm watching over the next 12 months.
5. A free 30-day pass to TheoTRADE's live trading room.
6. Ongoing buy, add, trim, and sell alerts, the moment we act, not weeks later.
7. A full year of The Mega Cap Makers Report, delivered monthly.
8. A full 30 days to try everything, completely risk-free, backed by a straightforward refund if it's not for you.
13 · Questions
A Few Questions You Might Be Asking Right Now
“I've never invested in anything like this before. Is this too advanced for me?”
Not at all. You're simply following a short, hand-picked list of stocks, with my reasoning explained every step of the way.
“Isn't nuclear power risky or controversial?”
The nuclear industry today looks nothing like it did decades ago. It's one of the only power sources that can run 24 hours a day, which is exactly why Big Tech keeps signing deals with it.
“Wait, I thought this was about clean energy. Is this a green investing pitch?”
No. New Energy isn't about solar, wind, or “going green.” It's about raw industrial power capacity for machines that never sleep. Whatever your views on climate policy, this trend runs on money and megawatts, not politics.
“What if I can only invest a small amount?”
That's fine. You can start with a single share of any of these, and many brokers now let you buy fractions of a share, so you can begin with whatever amount you're comfortable with.
“One of these three costs a lot more per share than the other two. Does that matter?”
Not the way you might think. What matters isn't the price of one share, it's the percentage move. A 20% gain is a 20% gain whether the stock is $100 a share or $300 a share. Size your position to fit your own budget.
“What if this doesn't work out?”
Then it doesn't work out, and I'll say so plainly. What I can promise is that every company I put in front of you has a real reason behind it. And you've got 30 days and a full refund if it's not for you.
“Hasn't this trend already happened? Am I too late?”
I get this question about every trend, every time. Here's my honest answer: the executive orders driving New Energy are just over a year old. The Meta deal happened in January of this year. The government just beat its own reactor deadline a few months ago. The buildout the government itself is targeting runs all the way through 2050. We're nowhere near the end of this.
“What actually happens the moment I click the button?”
It's simple. You'll land on a secure order page, enter your information, and within minutes, an email lands in your inbox from me. The New Energy Report attached. All three names. All three tickers. My full reasoning.
You could be reading the names of all three companies in the next 10 minutes.
14 · Final word
The Clock Is Already Running
Here's what I want to leave you with.
Washington now has an 18-month clock on every new nuclear reactor approval. The Department of Energy just proved, in public, it can beat its own deadlines. Every single week, another major tech company signs another power deal.
None of that is waiting around for you to feel ready.
So really, you've got three ways to handle this.
Option one: you close this page, and do nothing.
Option two: you wait, and tell yourself you'll get around to it once this story is bigger. By then, a good chunk of today's opportunity will probably belong to somebody else.
Option three: you join Mega Cap Makers right now, get all three New Energy names the moment you sign up, with our price targets attached to all three.
Imagine opening your inbox in a few minutes, seeing all three names sitting right there. Imagine the next time a headline pops up about Meta, or Microsoft, or Amazon signing another power deal, and instead of scrolling past it, you already know exactly which companies are sitting behind that story.
That's the difference between being early, and being late.
Eventually, New Energy is going to be a phrase you hear on financial television. Eventually, everybody's going to know these three companies by name. The only question is whether you're already positioned when that happens, or whether you're just finding out about it for the first time, right alongside everyone else.
I built Mega Cap Makers, and led off with this New Energy lineup, because I genuinely believe it's going to be one of the biggest investing stories of the next several years.
And I'd rather you be positioned early, right alongside me, the same way I was early on Netflix's climb and Caterpillar's drop.
All investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Please only invest money you are prepared to lose.
16.Pick #1: average analyst price target and consensus rating. Full source included in the New Energy Report
17.Pick #2: utility and hyperscaler power agreements. Full source included in the New Energy Report
18.Pick #2: analyst consensus and highest price target. Full source included in the New Energy Report
19.Pick #3: licensing status and plant history, from the company's SEC filings. Full source included in the New Energy Report
20.Pick #3: Department of Energy award announcement. Full source included in the New Energy Report
21.Pick #3: analyst consensus and highest price target. Full source included in the New Energy Report
22.Pick #1: 20-year power purchase agreements with two technology companies, from the company's SEC filings. Full source included in the New Energy Report