Elon Musk's new artificial intelligence product could create more than $9 trillion in value.
That's more than the valuation of SpaceX, Tesla, Neuralink, and X combined, and one key “Silent Partner” Stock is the best way to profit from it.
The Teaser
Jeff's teaser starts with him in his garage with his Tesla Cybertruck like an old Tai Lopez ad, except he's not selling us a book club membership, he's pitching us stocks and newsletter subscriptions.
Since returning to his namesake Brownstone Research in the summer of 2024, Jeff has gone on a historical run, putting out teasers such as The Medical Holy Grail and “Manifested AI” Stock, which we have reviewed here.
In this latest pitch, before Jeff leaves the garage he tells us that Elon has been working on this mystery product for over a decade and is finally getting ready to go public with it.
An announcement could come as early as October 23rd, which is when Tesla is due to report its third-quarter results.
The live demo headline should have given it away, but Jeff announces that the new AI product is Tesla's autonomous driving technology.
The early data says it drives better than humans and is 10x less likely to get into an accident, which anyone who has ever driven on a highway can wholly believe.
This is just the early version of its autopilot system, what's coming next is Full Self-Driving (FSD).
FSD has been in beta since October 2020 with a select group of Tesla owners and it has expanded since then, finally reaching “supervised” status last year.
More than 3.5 billion miles have been driven on FSD to date, during which time it has collected billions of real-world data points.
This data collected from its fleet rather than simulations or limited test vehicles puts Tesla ahead of every other self-driving car company, from Alphabet's Waymo to Amazon's Zoox.
Elon Musk says:
It will transform everything
Jeff believes it could result in “the biggest asset appreciation in history“, which follows Ark Invest's Tesla valuation that is based on its autonomous-driving potential.
One key supplier is helping take it to market.
The Pitch
It's name, ticker symbol, and a full analysis has been put in a report called Elon Musk's Silent Partner: How to Profit From His New $9 Trillion Revolution.
The only way to access it is with a subscription to The Near Future Report newsletter, which costs $199 upfront for the first year, with a 60-day money-back guarantee.
The Holy Grail of Transportation
Ever since native explorers traversed vast swaths of land on foot, people have been dreaming of faster and more efficient ways to get around.
It took us around 400 years to go from horseback to gas-powered vehicles, but less than 150 years to go from gas to electric-powered self-driving cars and some are even working on electric air taxis, but that's a previous teaser.
The point of my little side story is that technological innovation is accelerating, fast, and it wouldn't surprise me if FSD vehicles were on the road by 2030.
By most accounts, including members of the National Highway Traffic Safety Administration, FSD vehicles are almost ready to share the road with us, save a few kinks that still need to be worked out.
Chief among these are computer vision hallucinations, where self-driving cars see things that are not there or fail to notice objects that are in the vicinity altogether.
Phantom braking or stopping on a dime like a driver's ed student, is apparently another issue.
Jeff believes the latest version of Tesla's autopilot software, FSD version 12.5.5.2, will change this.
As proof, Jeff hops in his FSD Cybertruck and takes it for a quick spin while donning a pair of blacked out sunglasses, with his hands behind his back.
The teaser is a bit dated, as we're now on FSD 12.6.4., which includes improved predictions for collision avoidance and dynamic routing around road closures.
It passes the eye test as fully autonomous and puts us one step closer to the holy grail of
transportation – FSD vehicles that not only save us time, but also make us money.
There is just one last step remaining before autonomous Teslas are driving around in your neighborhood.
The Final Hurdle
Apart from some nagging performance issues, the only reason FSD Teslas aren't everywhere yet is because they haven't received the regulatory green light.
Austin, Texas is currently the only city where a robotaxi pilot has been signed-off on.
This is the testing ground and depending on how things go, other US cities could follow suit by the end of the year/early 2026.
It's why Jeff timed the release of his teaser the way he did, to give us a chance to get in on his “Silent Partner” Stock before the rubber meets the road.
Revealing Jeff Brown's “Elon Musk Silent Partner” Stock
When all is said and done, Jeff expects Tesla to have a near-monopoly on FSD vehicles due to its superior AI.
However, one stock could be even more explosive than Tesla and this is what we know about it:
- It is a Dynamic Random Access Memory (DRAM) chipmaker that every self-driving car relies on to process information in real-time.
- The little-known company supplies Tesla with these essential chips.
There are only three possibilities here, Samsung, SK Hynix, and what is likely Jeff's pick here, Micron Technology Inc. (Nasdaq: MU). Here is why:
- Micron is the only U.S. based manufacturer of DRAM chips and it is the leader in automotive memory products, with a nearly 50% market share.
- Although no formal agreement has been made public, Tesla has been in discussions with Micron since last April about a memory chip partnership.
Investment Gains on Overdrive?
Full Self-Driving vehicles, robotaxis, autonomous technology, we're dealing with a lot of future projections in this teaser.
But what is the current reality?
Jeff's “$9 trillion in value” statement stems from an Ark Invest estimate that autonomous ridesharing will be a $9 trillion market by 2030.
If Tesla captures a majority share of this and Micron becomes one of its primary DRAM suppliers, it follows that shareholders of both companies will be big winners.
This is a massive figure considering that the North American market is still in the beta test phase and worth under $1 billion.
The vampire squid that is Goldman Sachs says:
Autonomous vehicles have arrived for both rideshare and trucking
For once, I agree with the squid.
The technology is here, but the pace of growth is another matter.
Maybe it hits $1 trillion by 2035, if all regulatory hurdles are cleared.
That's a generous 100% compound annual growth rate and buying stakes in key component suppliers isn't a bad way to play it, following the playbook of investing in every early tech trend.
From this standpoint, buying into Micron is like betting on a Bugatti to win a drag race. It's a solid choice.
Despite nearly doubling so far this year, Micron shares are still relatively affordable, with a 21x current price/earnings (P/E) multiple.
Meanwhile, the memory chip and storage component maker sports above-average underlying economics, with a return on equity (ROE) above 17%, 23% profit margins, and overall quarterly revenue growth of almost 50%.
Since Micron makes high-bandwidth memory, which AI chips increasingly need for better performance, there's a good chance its outstanding performance will continue.
If demand for autonomous vehicle chips materializes, shares could kick into overdrive, but Micron will grow more valuable nonetheless.
Quick Recap & Conclusion
- Jeff Brown thinks Elon Musk's new artificial intelligence product could create more than $9 trillion in value and one “Silent Partner” Stock is the best way to profit from it.
- The new AI product is Tesla's autonomous driving technology, which is currently being piloted in Austin, Texas and due to roll out to more cities by early next year.
- One key supplier is helping take it to market and it's name and ticker symbol have been put in a report called Elon Musk's Silent Partner: How to Profit From His New $9 Trillion Revolution. The only way to access it is with a subscription to The Near Future Report newsletter, which costs $199 upfront for the first year.
- There's another way to get the “Silent Partner” Stock for free though and it's by reading the Greenbull. We were able to reveal Jeff's key supplier pick as Micron Technology Inc. (Nasdaq: MU).
- Micron is a high-performance roadster priced like a middle of the pack Toyota. It will grow regardless of autonomous vehicle demand and could go into high gear if it materializes.
Will full self-driving cars be everywhere in the next five years? Too soon, too late, share your thoughts in the comments.