Jeff Brown is in the heart of the Texas Triangle at Elon Musk's Hyperloop Plaza.
What he's uncovered is undeniable proof of a master plan called “Agenda X,” which is 27 years in the making. When it launches, money will flow into one under-the-radar “Agenda X Chips” stock, which we're revealing.
The Teaser
Jeff Brown's favorite clickbait remains the same (Elon Musk), but the content has changed, as this isn't an artificial intelligence, robotics, or electric vehicles teaser.
Former big tech executive, Silicon Valley insider, and analyst Jeff Brown is well-known in Green Bull reader circles. We recently reviewed his Project Colossus Stock and “Trump Coins” teasers.
This is a “revolutionary financial technology” pitch.
See Elon Musk's secret master plan goes back to 1998 when he co-founded PayPal. It was originally called X.com, and in an early interview, he claimed that he was building an “everything app for finance.”
However, he was forced out before realizing his grand vision.
That isn't the end of the story, as now, 27 years later, Musk’s plan is back on track.
X Money
Since acquiring Twitter, Elon hasn't been shy about his intentions.
He's made public statements about turning Twitter (X) into an “everything app,” sound familiar?
Payments are at the center of this everything app idea, and the groundwork has already been laid for X users to be able to transfer money instantly, buy and sell goods, deposit money in the bank, and pay bills, from within the app.
The app has secured money transmitter licenses in 41 states, and its recent partnership with Visa, which is the biggest payment processing company in the world, takes care of the international component.
Jeff believes X Money is “moments away from launching.”
I wouldn't be so hasty, as X has yet to secure transmitter licenses in nine states, including New York, where things are getting testy.
The third or fourth quarter sounds more realistic for a launch date, which gives us plenty of time to accumulate one under-the-radar stock supplying super-advanced “Agenda X Chips” that X Money must have.
The Pitch
It is only revealed in a special report: The Agenda X Playbook: How to Profit from Elon’s Master Plan.
We can only access it through a subscription to The Near Future Report. The going rate for a one-year membership is $499, but a 60% “new member discount” reduces it to $199. The subscription also includes a 60-day money-back guarantee and two bonus reports.
A $10 Trillion Opportunity?
Trump is back in office, regulations are being slashed, and the path for innovation is cleared.
Now looks like an ideal time to launch something disruptive.
The international money transfer business is ripe for this, as it still operates like it did when Western Union pioneered wire transfers in the 1870s.
A money transfer agent, like a bank or an authorized office, takes an order from a customer, transmits it via an outdated system such as SWIFT, and takes payment for the service from the sender and the recipient.
If you add up the money transfer agent market, digital money remittance, international money transfers, and foreign exchange services, it's an $8-$10 trillion business that is growing by around 10% year after year.
Elon understands this and is out to disrupt the market with “X Money.”
How exactly is he going to do it?
Based on the recent announcement about X Money entering beta testing, we know it will be “a comprehensive suite of financial services.”
This includes a digital wallet directly within the X app, peer-to-peer payments, and direct tips and subscriptions for creators.
X has nearly 600 million users, with nearly half of them active daily. So, launching any service that keeps users on the app longer is a smart move, especially something lucrative like banking that most people would love an alternative to.
Over the long term, X Money has the potential to become the largest provider of money transfer services in the world, and the way to hitch our portfolios to it is with a key “Agenda X Chips” supplier stock.
Revealing Jeff Brown's “Agenda X” Stock
What do we know about this super-advanced, custom chip maker? Quite a bit.
- This company has a near monopoly on about 90% of the world's super-advanced chip market.
- It is building 3 new fabrication plants in Arizona for about $20 billion each just to keep up with growing demand.
- All of Elon Musk's companies depend on this company’s cutting-edge chips.
Jeff is talking about Taiwan Semiconductor Manufacturing Company (NYSE: TSM).
- TSMC makes over 60% of the world's semiconductors and about 90% of the most advanced ones.
- The chip maker's 1,100-acre Arizona campus will house the most advanced semiconductor facility in the U.S.
- TSMC supplies the chips for Tesla's Full Self-Driving (FSD) system, as well as its Optimus robots.
Before Jeff calls it a day, he also teases two more X Money supplier stocks.
How to Profit From Elon Musk’s Robotics Revolution
- This company provides critical sensors Tesla’s self-driving cars use to “see” the road.
- These sensors are also a crucial part of Tesla Optimus' brain.
The most likely pick here is ON Semiconductor Corp. (Nasdaq: ON).
- No supplier is explicitly named for Optimus’ cameras, but we do know that ON previously supplied Tesla with CMOS sensors for its self-driving vehicles.
Elon Musk's Silent Partner
- This is one of the only companies supplying memory chips advanced enough to handle all the data xAI processes.
This could be Samsung, SK Hynix, or Micron Technology. My bet is on Micron (Nasdaq: MU) being the pick, as it is the only domestic U.S. supplier of memory chips to Tesla, but there is no conclusive evidence that it is also supplying xAI.
Make Big Money from X Money?
I like Jeff's angle in this teaser.
X Money is more than a nice new feature; it's what sets X apart from other social media apps, and it's a huge opportunity that could make the company profitable all by itself.
Unfortunately, Elon took X private, and there's no way to directly buy shares anymore.
As for TSMC, it is a boring business, which makes it a good investment. A monopoly in a fast-growing market that will continue to produce above-average returns. At 19x current earnings with a small 1.7% dividend, it's a decent buy.
ON Semi, on the other hand, is valued at a larger premium (29x current earnings), and it is in a far more competitive business, going up against the likes of Qualcomm, Marvell, STMicro, and others.
I think Wistron Corp. (Taiwan: 3231) may be a better pick. It supplies server racks and other components to the likes of Dell, which in turn supplies xAI with servers, and xAI now owns X. Get all that?
Wistron is smaller, sells for 17x current earnings, and it has a 3.3% dividend.
Overall, Jeff's Agenda X pick should provide steady money, but its mega-cap status hampers its ability to make us big money.
Quick Recap & Conclusion
- Jeff Brown is pulling back the curtain on Elon Musk's “Agenda X,” master plan, which is 27 years in the making.
- The master plan is to turn X into an “everything app,” with X Money at the center of it, providing a digital wallet, peer-to-peer payments, and direct tips and subscriptions for creators.
- One under-the-radar stock supplies super-advanced “Agenda X Chips” that X Money needs to operate. Its name is only revealed in a special report: The Agenda X Playbook: How to Profit from Elon’s Master Plan. However, we need a subscription to The Near Future Report to access it, which costs $199.
- Fortunately, you can put that credit card away because we were able to reveal Jeff's “Agenda X” pick for free: Taiwan Semiconductor Manufacturing Company (NYSE: TSM).
- TSMC is the best kind of business – A monopoly in a fast-growing market, which will continue to provide above-average returns. It is a decent pick-up at 19x current earnings.
Will you try X Money when it launches? Drop a Yes or a No in the comments.