Something that will go down as one of the most important moments in American history recently happened at President Trump's Florida headquarters, Mar-a-Lago.
Jeff Brown doesn't have top-secret clearance or special access of any sort, but his decades of experience and research suggest that it was about an “AI Superweapon” being built, and a few under-the-radar stocks stand to benefit the most.
The Teaser
This project could end up being bigger than the Space Race and more critical to national security than the Manhattan Project, which created the nuclear bomb.
Due to his 25 years of experience of high-tech experience, Brownstone Research head honcho, Jeff Brown, has previously advised senior officials at the Department of Commerce and spoken to the Defense Intelligence Agency about Chinese capabilities in digital currency and beyond.
Our tech analyst turned geopolitical expert has had a busy year. We have reviewed his recently published “Agenda X” Stock and Project Colossus Stock teasers.
This one looks poised to be his boldest yet.
Back in more innocent times, when Trump was still President-elect, he hosted a succession of tech bigwigs at Mar-a-Lago.
We're talking about people like Elon Musk, Google CEO Sundar Pichai, Mark Zuckerberg, Jeff Bezos, and even some Microsoft guys.
No one except those present knows what was said or done, but what happened next was telling.
Over the following weeks and months, every single one of these companies announced material spending increases.
Jeff's take is that we are in a race against time with China to build the world’s first AI Superweapon.
Things Just Got Real
While the mainstream media and markets were going crazy over Deepseek earlier this year, they all missed the bigger story coming out of China.
A research paper from the Chinese People’s Liberation Army (PLA) and the Academy of Military Science revealed that an artificial intelligence (AI) military program, using smuggled Nvidia chips and built on top of Large Language Model (LLM) data from Meta and OpenAI, could eventually be used to help plan military strategy.
Jeff doesn't cite any single paper, but several sources that I was able to find online say that the PLA is indeed developing and testing AI for multiple military applications.
American ingenuity and industry have an answer to this, and Jeff believes he knows exactly which companies will help build the AI Superweapon.
The Pitch
The names of these are only revealed across a series of new reports:
- The Backbone of Data Centers: Nvidia and Two Other Stocks Set to Dominate AI.
- One Stock Will Solve AI’s Memory Problem
- 3 Natural Gas Stocks for the AI Energy Boom
- The AI Energy Savior: How to Profit on the Short-Term Solution to AI’s #1 Problem
They are included in a subscription to The Near Future Report, which costs $199 for the first year with Jeff's introductory offer.
Tipping the Balance of Global Power
Imagine a completely robot-powered, AI-controlled fighting force.
Not only this, but synchronized autonomous drones that can reach any potential battlefield in a matter of minutes, not days, and a defense system controlled by satellites in space that can identify and shoot down enemy missiles.
This isn't the plot for an episode of Star Trek, but the near future, according to Jeff.
It will all be possible once Artificial Super Intelligence (ASI)is achieved, and there are two things needed to make it a reality:
- Millions of advanced chips, most likely made by Nvidia.
- Thousands of hyperscale AI data centers.
More chips, more AI data centers, as soon as possible.
This is the only way to defeat China.
Looking at it from this perspective, the $500 billion Stargate project, xAI's Colossus, and Meta and Amazon's billion-dollar investments in data centers all add up.
One report suggests that at least 130 of these giant, hyperscale data centers will come online every year over the next decade, and a small handful of under-the-radar companies will power them all.
Revealing Jeff Brown's AI Superweapon Stocks
We already know Jeff likes Nvidia (Nasdaq: NVDA), but what other data center plays does he recommend?
Data Center Backbone Stock #1
- This company has found a new, cutting-edge way to help “push the limits of physics” for Nvidia’s future chips, which will speed up design and production.
No surprise here, the pick is Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM).
- TSMC VP, Min Cao, is on the record saying that they are going to “push the limits of physics for the next generation of advanced semiconductor chips.”
Data Center Backbone Stock #2
- The second partner stock isn’t technically under contract with Nvidia. But their components match up perfectly.
- This company and Nvidia’s GPUs are included in nine of the world’s top 30 supercomputers.
There are a few possibilities here, but I will go out on a limb and say that Jeff's pick is Advanced Micro Devices Inc. (Nasdaq: AMD).
- AMD isn't directly under contract with Nvidia, though they have partnered up in some instances, and their CPUs and GPUs are staples in many of the world's supercomputers.
The One Stock Solving AI’s Memory Problem
- This company produces High Bandwidth Memory (HBM) chips for AI data centers.
- It is an Nvidia partner in its data center projects.
The pick here is Micron Technology Inc. (Nasdaq: MU).
- Micron is Nvidia's HBM supplier for its new RTX 4090 and 4080 GPUs.
Natural Gas Stock #1
- This company is invested in some key AI nuclear projects, while also owning a deep portfolio of natural gas infrastructure projects.
Without any more info to go on, Constellation Energy Corp. (Nasdaq: CEG) sounds like it could be the pick.
- Constellation operates the largest fleet of nuclear plants in the United States while also being a top ten natural gas provider.
Natural Gas Stock #2
- One of the only pipeline companies with an explicit deal to serve data centers.
- It just signed a 10-year agreement with one of the top data center operators to supply gas to a bevy of data centers getting built in Texas.
We can say for sure that Energy Transfer LP (NYSE: ET) is Jeff's pick here.
- The 10-year supply agreement is with CloudBurst to provide its first data center in the State of Texas with natural gas starting next year.
Natural Gas Stock #3
- A leading producer of natural gas turbines.
- It just partnered with Chevron to build natural gas power plants specifically for data centers.
Another alley-oop of a clue, we'll take it. The stock being teased is GE Verona Inc. (NYSE: GEV).
- In January, Chevron and hedge fund Engine No. 1 partnered to develop and scale natural gas-powered power plants that serve co-located data centers, using GEV's turbines.
The AI Energy Savior
- This company has found a way to reduce the power used inside data centers.
- Its solution would allow data centers to run at 20% better energy efficiency, and it won an award from the US Department of Energy (DOE).
EnerSys (NYSE: ENS) is the most likely pick here.
- The company provides energy storage solutions to data centers, helping them stay online and be more energy-efficient. It won the DOE's Better Project Award in 2024 for its advancements in lead battery technology.
Turn $15,000 into $3 million?
This would be the equivalent of a 20,000% gain.
Considering that fewer than 20 stocks have even been 100-baggers (turn $1,000 into $1 million) over the past 25 years, we have better odds of becoming mayor of NYC running as a Libertarian.
The fact that all of Jeff's picks are already large caps or megacaps makes it a mathematical impossibility.
However, this doesn't mean that some won't still provide above-average returns over the long term.
From a price is what you pay, value is what you get, standpoint, Energy Transfer, TSMC, and to a slightly lesser extent, Micron, stand out.
All have above-average underlying economics, with no better than semi-monopoly TSMC, and all three sell for under 30x current earnings, with varying dividend yields, including Energy Transfer paying out more than 7% annually.
Due to their sheer size, they won't be 100-baggers, but multi-bagger gains are still very much possible.
Quick Recap & Conclusion
- Jeff Brown may not have top-secret clearance, but his decades of experience and research suggest that an “AI Superweapon” is being developed, and a few under-the-radar stocks stand to disproportionately benefit.
- Jeff's take is that we are in a race against time with China to build the world’s first AI Superweapon. Whichever nation has more advanced chips and hyperscale AI data centers will get there first.
- A few companies are essential to building the AI Superweapon, and the names of these are only revealed across a series of new reports. The catch is that they are only available to subscribers of The Near Future Report, which costs $199 for the first year.
- A total of seven stocks were teased, and we were able to name nearly all of them for free. They are Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM), Advanced Micro Devices Inc. (Nasdaq: AMD), Micron Technology Inc. (Nasdaq: MU), Constellation Energy Corp. (Nasdaq: CEG), Energy Transfer LP (NYSE: ET), GE Verona Inc. (NYSE: GEV), and EnerSys (NYSE: ENS).
- From a price is what you pay, value is what you get, standpoint, the three standouts are Energy Transfer, TSMC, and, to a slightly lesser extent, Micron.
Which AI Superweapon pick is your favorite? Let us know in the comments.