Brownstone Research head honcho Jeff Brown thinks America's heartland holds the key to the next trillion-dollar boom.
However, it doesn't end there, because one tiny company is at the center of an unprecedented explosion in new wealth.
The Teaser
We're talking about a new kind of power plant that fundamentally changes how power is generated and distributed.
Longtime visionary, prophet, seer, this isn't the intro for some cult leader, it's Jeff Brown's introduction on the Brownstone Research website.
We have previously reviewed more than a few of “the visionary's” past teasers, including the Texas Royalty Plan and Trump's New Dollar Companies.
The new type of power plant being teased is a Small Modular Reactor (SMR) and only two of these bad boys are operational in the entire world.
Unfortunately, they are in China and Russia, respectively.
However, Jeff believes this is all about to change thanks to President Trump's Executive Order #14301.
It's purpose is to fast-track the development of as many as eleven SMRs on American soil, three of which could come online by July.
How is this possible?
Unlike traditional power plants like the kind Homer Simpson toiled at, SMRs or mini nuclear power plants are prefabricated and assembled in a factory, then transported onsite, ready for use.
This significantly reduces construction time, complexity and costs.
So, if the regulatory part, which would previously take years under past administrations, is sped-up, it's within the realm of possibility.
Speed is of the essence because just like industrial production before the advent of the incandescent lightbulb, we're sitting on the cusp of another monumental surge in power demand and one key supplier is positioned to disproportionately profit.
The Pitch
This company could become the number one supplier of the fuel every SMR or “Freedom Factory”, as Jeff calls them, will need.
It's name is only revealed in a report called “The Keystone of Nuclear: The Company Behind The $100 Trillion “AI Fuel.”
As per usual, it's not free, we will need a subscription to Brownstone's Near Future Report newsletter to get it.
Normally, this costs $499, but for a limited time we can get it for $179, with an “ironclad” 30-day money-back guarantee.
AI's Edison Moment
According to one prominent AI researcher, 100 gigawatts (GW) of constant, around the clock power is what it takes to sustain AI model development.
For context, that's equivalent to the electricity supply of 100 metropolitan cities or 80 million households.
As I type this on my power-sucking laptop, such capacity simply does not exist.
The largest installed power-generating base in the United States is the Grand Coulee Dam, which produces nearly 7 GW of electricity per year.
From January to August last year, the U.S. added about 30 GW of new power capacity. Far less than the approximately 300 GW that chief AI rival China added through the first three quarters.
Of course, figures coming out of China aren't always reliable and the majority of the new installed capacity was renewable energy.
However, it doesn't paint a pretty picture.
If AI's Edison moment, which Jeff describes as “artificial general intelligence (human PhD-level intelligence)” is achieved by a communist world power first, well, the apple cart could go off the rails and nothing will be the same again.
The Nuclear Embrace
China leads the world in terms of installed coal, hydro, and renewable power capacity.
That leaves oil and nuclear as the final frontier for AI dominance.
President Trump's actions show that he is fully aware of this.
Venezuelan oil, Greenland mineral rights, and executive actions streamlining SMR production bear this point out.
This was also reiterated in the President's recent WEF speech:
We’re very much into the world of nuclear energy
It's also where our opportunity to win alongside America comes in…
SMRs take months, not years, to make, they cost roughly half of what a traditional power plant does, and they may or may not generate just as much nuclear waste as their big brothers.
The Reactor Pilot Program is racing to have at least three test SMRs up by July 4, 2026 and Jeff's boots on the ground research has uncovered one company providing the thing every “freedom factory” needs to operate – fuel.
Revealing Jeff Brown's “Freedom Factory” Stock
SMRs require heap tons of High-Assay Low-Enriched Uranium (HALEU) to function and one company has it.
Here's what we know about it:
- This company has been mining uranium for more than 60 years and already has 457 million pounds of uranium reserves.
- It's on $27 billion worth of uranium.
- Two-thirds of it's reserves are located in North America.
- It has entered into a joint venture to use advanced lasers to enrich uranium.
Cameco Corp. (NYSE: CCJ) is the name of Jeff's “Freedom Factory” supplier stock.
- Cameco has 457 million pounds of proven and probable uranium reserves.
- The company's uranium mines are located in Northern Saskatchewan, Nebraska, and Wyoming.
- Silex Systems and Cameco own the Global Laser Enrichment LLC joint venture, whose purpose is to enrich uranium with it's laser technology.
A 33,000% Opportunity?
Most conflicts throughout documented history have been waged over territory and the need/want for natural resources.
The stakes in the current one are as high as any before it.
As individual investors and not warlords or heads of state, the best thing we can do in such scenarios is be aware of what is going on and plan and prepare accordingly.
This includes investing in scarce resources and the infrastructure they power.
Despite it's current Nvidia-like valuation of 89x forward earnings, Cameco fits the description.
It's the largest uranium miner in North America and it has the world's highest grade reserves.
Besides the obvious, Cameco also has an asset floor due to it's ownership of approximately 1.8 million acres of land, giving it a net tangible asset value of over $6 billion. Add in proven and probable uranium reserves and the asset value swells to nearly $75 per share.
This makes the current market price of around $122 per share easier to digest.
Cameco has everything one could want in an investment, good return on equity, decent operating margins, and a conservative balance sheet.
The only thing that's not right is the price. Average in or wait for a better buying opportunity.
Jeff's “33,000% opportunity” call comes from the $100 trillion in new wealth SMRs could unleash.
Cameco is already a $50 billion going concern, so it's not touching such growth, but it will become increasingly more valuable in the years ahead.
Quick Recap & Conclusion
- Jeff Brown thinks America's heartland holds the key to the next trillion-dollar boom and one “Freedom Factory” Stock is helping powering it.
- Small Modular Nuclear Reactor (SMRs) are critical to powering artificial intelligence (AI), which is the next frontier global conflicts will be waged over.
- One company could become the number one supplier of the fuel every SMR needs and it's name is only revealed in a new report called “The Keystone of Nuclear: The Company Behind The $100 Trillion “AI Fuel.”
- A subscription to Brownstone Research's Near Future Report newsletter is required to get it ($179 cost), but we were able to reveal it right here for free – Cameco Corp. (NYSE: CCJ).
- There's a lot to like about Cameco, good margins, conservative balance sheet, phenomenal upside, everything except the valuation. Tread carefully.
Who wins the AI race? Leave your best guesses in the comments.