Here's a list of Keith Kohl's stock picks that we've exposed over the years and that we'll do our best to keep up-to-date.
To make this list more convenient, I'll be adding his latest picks to the top so that you don't have to scroll down so far đ
Table of Contents
- 2025 Picks
- 2024 Picks
- 2023 Picks
- 2022 Picks
- Picks from 2021
- Picks from 2020
- Who Is Keith Kohl?
- Conclusion & Should You Buy Keith Kohl's Recommendations?
Got a recommendation that's not on the list? Let us know in the comment section below this post
2025 Picks
His Canadian Oil Stocks
- Title of Teaser Presentation: “Exposed: Warren Buffet's U.S. Market Escape Plan”
- Name of “Special” Reports: âBuffettâs Escape Plan: 4 Canadian Oil Stocks Ready to Skyrocketâ
- Promoted Under: Energy Investor
Mr. Kohl frames this as Buffettâs favorite playbook: hoard cash into a peak, then buy cash-gushing energy after the fall. With Berkshireâs cash near the stratosphere and Canadaâs Trans Mountain expansion finally shoving more barrels to tidewater, Kohl says a handful of Canadian producers are set up for classic value gains. If this pitch feels familiar, thatâs because Kohl has worked this lane beforeâsee the earlier breakdowns of his â#1 Oil Stock of the Decadeâ and his rare-earths angle in âAmerican Miner Breaking Chinaâs Metals Monopolyâ.
First, the clues he drops (before any names):
- Buffett-style setup: record Berkshire cash pile and a pricey market, with Buffett historically deploying after selloffs.
- Macro catalyst: Trans Mountainâs expansion lifting export capacity to the Pacific, with early loadings around 550,000-barrel Aframax cargos headed to Asia.
- Company tells: one is the biggest Canadian oil sands producer focused on returning up to 100% of free cash flow; another is ~100k bbl/day and roughly a $7B cap; one loaded an early TMX cargo to China; another announced a 195,000 bbl/day oil-sands mine boost right after TMX opened; and one is running a fully autonomous haul-truck fleet at a flagship mine.
Match the clues to the tickers and you get: Cenovus Energy (NYSE: CVE) as the capital-return machine; MEG Energy (OTC: MEGEF) around the 100k bbl/day mark; Suncor (NYSE: SU) tied to that first outbound TMX shipment to China; Canadian Natural Resources (NYSE: CNQ) with the prompt 195k bbl/day Horizon expansion note; and Imperial Oil (NYSE: IMO) with the autonomous haul-truck fleet at Kearl. The timing lines up with the infrastructure backdropâTrans Mountainâs expanded line launched with ~550k-barrel loadings and Asian-bound cargos, and management expects continued throughput and marine loading constraints around Aframax drafts near 550k barrelsâthe very choke points that can fatten realized pricing for well-positioned sellers. On the Buffett side of the pitch, the war chest is real: Berkshireâs cash pile has been hovering at fresh records, a setup even mainstream outlets have flagged as classic âdry powderâ territory, with Reuters noting $347.7B as of Q1 2025. Thatâs the kind of backdrop this teaser leans on.
Bottom line: this is a straightforward âpipes open, cash flows followâ value story dressed in Buffett cosplay. The names are solid operators and the export outlet is real, butâas with most teasersâthe 10x talk glosses over commodity cyclicality and the slow grind of de-bottlenecking. Still, if you like the energy-upside-with-dividends lane, these are credible candidatesâmuch like Kohlâs past energy pitches and other commodity-heavy promos weâve dissected.
>> Read the full write-up here
The â#1 Nuclear Stockâ for AI Supremacy
- Title of Teaser Presentation: “The Final Battle for AI Supremacy”
- Name of “Special” Reports: âThe #1 Nuclear Stock Fueling the AI Arms Raceâ
- Promoted Under: Energy Investor
Keith Kohlâs pitch ties the artificial intelligence boom to an urgent new energy crisis â AIâs power hunger. He claims that protests are erupting over AIâs strain on the grid, and that only one rare, irreplaceable energy source can sustain the coming wave of artificial general intelligence: nuclear power. His â#1 Nuclear Stockâ supposedly holds the key, operating todayâs reactors while pioneering tomorrowâs Small Modular Reactors (SMRs) â compact, factory-built reactors that many see as the future of clean, reliable energy.
The clues are telling:
- Operates seven nuclear reactors across the U.S., producing 52.7 million megawatt-hours annually
- NRC license renewals for 20 more years
- Backed by Amazon, with a $500 million investment to develop an SMR in Virginia
Those details point squarely to Dominion Energy Inc. (NYSE: D). Dominion runs seven reactors across three states, including the North Anna Power Station where itâs partnering with Amazon on SMR development. The NRC license extensions and Amazon tie-in seal the match.
SMRs have also been a hot topic in other teasers we've covered, such as Tilson's Nuclear Renaissance stocks.
Dominion, of course, is no scrappy startup. Itâs a traditional utility trading at under 2x book value, yielding about 4%. Kohlâs talk of âexplosive profitsâ is a stretch â utilities arenât known for fireworks. Still, Dominionâs steady income and early SMR exposure make it a solid long-term play if SMR deployment finally accelerates.
>> Read the full write-up here
The âAmerican Miner Breaking Chinaâs Metals Monopolyâ
- Title of Teaser Presentation: “Bigger Than Doge”
- Name of “Special” Reports: âThe American Miner Breaking Chinaâs Metals Monopolyâ
- Promoted Under: Energy Investor
Keith Kohl is pitching a patriotic-sounding solution to a very real choke point: Chinaâs grip on gallium, germanium, antimony and other critical minerals. The setup leans on the 1990s closure of the U.S. Bureau of Mines and the resulting import dependence, then fast-forwards to todayâs export restrictions and supply-chain rerouting. If youâve sat through rare-earths promos beforeâlike Dylan Jovineâs Pentagon-backed pick or Mizrahiâs battery-materials pitchâyou know the drill: national-security crisis meets tiny âmade-in-Americaâ miner with outsized upside.
Here are the clues Kohl drops before naming anything:
- The properties sit in Idahoâs central belt and include three of the top ten U.S. rare-earth prospects.
- The company also owns a gold mine with ~$1.2B in contained gold and is already producing.
- Deposits have been recognized by USGS/DoE as critical for national security.
- Itâs been added to the National Strategic Rare Earth Inventory (as pitched).
- Stock around $10; balance sheet light on debt, cash on hand, and positive revenue.
Line those up and the teased âAmerican minerâ matches Idaho Strategic Resources (NYSE: IDR). The central Idaho land package and Golden Chest Mine check the geography/operating boxes, and the company has been leaning into its REE exploration while reporting improving quarterly revenue from gold operations. The broader backdrop also fits: Chinaâs curbs on strategic minerals supply have tightened since mid-2023 and morphed into outright U.S.-specific bans on gallium, germanium and antimonyâcontext Reuters has been tracking in depthâwhile industry groups have even pushed Washington to revive the long-dormant Bureau of Mines to boost domestic supply. Those two forces (policy tailwinds + constrained imports) are exactly what these teasers love to weaponize.
Reality check: IDR is a real operator with a clean-ish balance sheet and growing gold revenue, exploring REE targets in Idaho. That gives it leverage to any U.S. push for critical-minerals independence, especially as Chinaâs export controls ripple through prices and flows, and as D.C. floats ideas to resurrect the Bureau of Mines to streamline domestic production. Just keep expectations tethered: exploration timelines are long, and one micro-cap wonât âbreak Chinaâs monopolyâ alone.
>> Read the full write-up here
Companies Paying “AI Equity Checks”
- Title of Teaser Presentation: “5 Companies Are Paying Out ‘AI Equity Checks' Worth as Much as $41,430 a Year!”
- Name of “Special” Reports: âAI Equity Checks: The Lifelong Artificial Intelligence Income Streamâ
- Promoted Under: Technology and Opportunity
Keith Kohl pitches a âbrand-newâ income stream tied to the AI boom and hints you could pocket your first payment by April 23. The story leans on Washingtonâs growing role in AI oversight and claims that Big Tech is quietly paying a handful of âspecial companies,â which then pass those payments to regular shareholders as recurring âAI Equity Checks.â Weâve seen these playbooks before.
First, the clues Keith drops before any names:
- AI development is now under federal scrutiny; he cites the Defense Production Act and says companies training âhigh-poweredâ models must report to the Commerce Department. The White Houseâs 2023 AI Executive Order did invoke DPA authorities to compel reporting from developers of the most capable models, per the administrationâs own fact sheet (see Fact Sheet: President Biden Issues Executive Order on Safe, Secure, and Trustworthy AI).
- Big AI players (Alphabet, Amazon, Microsoft, Nvidia, Intel) are striking content/data licensing deals to feed their models.
- A select set of companies âreceive regular paymentsâ from AI firms and âpass them onâ to shareholdersârebranded as âAI Equity Checks.â
- The buy-in can be âas little as $10.â
- A separate teased idea: a company that âgives AI its earsâ via state-of-the-art microphones; itâs sub-$2B and its tech shows up in Kia cars and VIZIO TVs.
How that maps to real tickers revealed in the exposĂŠ: these âchecksâ are just ordinary dividends (or potential distributions) from content/data owners licensing material to AI firms. Real deals existâRedditâs licensing pact with Google was pegged around $60M per year, according to Reuters (see Reddit in AI content licensing deal with Google), while media groups and stock-image libraries like Shutterstock and News Corp have also inked training-data agreements (Reuters covered News Corpâs OpenAI deal, for example). The exposĂŠ flags several names that fit the patternâShutterstock (SSTK), Reddit (RDDT), News Corp (NWSA), and LiveRamp (RAMP)âbut only some of these actually pay regular dividends today, and none are obligated to funnel âAI licensing dollarsâ directly to you. The â$10â bit is just share-price optics, not a special program.
As for the âone more AI opportunity,â the voice-interface clues line up with SoundHound AI (SOUN)âits conversational AI is integrated in autos and consumer devices (yes, including Kia and VIZIO), and itâs a frequent target of âAI earsâ teasers weâve seen, like the one we unpacked in Jason Williamsâ âTiny AI Stock With 5,300% Upsideâ Revealed.
Bottom line: âAI Equity Checksâ is a marketing label for ordinary dividend (or potential cash-flow) plays tied to AI data licensing. The mechanism is realâAI companies are licensing contentâbut the income is still just standard dividend math, not a new government-mandated payout stream.
>> Read the full write-up here
His AI Robot Stocks
- Title of Teaser Presentation: “Tesla Is Going All-In on AI Robots”
- Name of “Special” Reports: âThe $1 Trillion Robot Race: The Little-Known Company Set to Outshine OpenAIâ
- Promoted Under: Technology and Opportunity
Keith Kohl is leaning hard into the humanoid robot boom, arguing Teslaâs Optimus will spark a mega-shift â but a different âAI Robotâ play will steal the spotlight. Classic setup: big promise, limited details, and the ticker locked behind a $99 paywall.
Here are the clues dropped in the presentation before any names were revealed:
- The company originated from MIT and isnât a new startup.
- It has customers in 35+ countries, with marquee users like SpaceX, DHL, and BP.
- Its âpremier humanoid robotâ is named âAtlas.â
- It also sells other specialized robots already working in U.S. warehouses.
- DARPA has called its humanoid âone of the most advanced ever built.â
- Two more picks were teased: one ranked in Fortuneâs âChange the Worldâ list, and another that builds 3D AI vision so robots can âsee.â
Match the clues and the lead âAI Robotâ pick is Boston Dynamics â famous for the humanoid Atlas plus commercial bots Spot and Stretch â which you can only access via parent Hyundai Motor (OTCMKTS: HYMTF). The Fortune recognition points to Honeywell (Nasdaq: HON), a diversified industrial with real automation exposure. And the ârobots that seeâ angle lands on Cognex (Nasdaq: CGNX), the machine-vision specialist powering factory and logistics inspection. For context on what ârobot visionâ actually is, check out this quick explainer on machine vision, and to see how humanoids are creeping into real workflows, hereâs Amazon discussing warehouse pilots with the Digit robot.
A reality check on the â25x in monthsâ: robotics is a long runway story, not a meme rocket. Hyundai looks inexpensive with a Boston Dynamics kicker; Honeywell is steady-eddy industrial automation; Cognex is the purer bet but cyclical. The sizzle reel (Atlas doing acrobatics) sells the future, while most investable revenue today still comes from gritty factory/warehouse automation â a pattern weâve seen before in those other AI teasers above.
>> Read the full write-up here
The âNext Nvidiaâ
- Title of Teaser Presentation: “The Next Nvidia”
- Name of “Special” Reports: âThe $1 Trillion Robot Race: The Little-Known Company Set to Outshine OpenAIâ
- Promoted Under: Technology and Opportunity
Kohlâs pitch says Big Tech is in a full-blown robotics arms race and one âlesser-knownâ playerâhis âNext Nvidiaââis already years ahead. The promise: AI brains donât matter without legs and hands that move like humans, and his star supposedly nails mobility and manipulation, up to and including parkour.
Clues dropped before any names:
- Its tech is already used by SpaceX, Amazon, and the U.S. military.
- The companyâs humanoid robot is called Atlas and itâs âall-electric.â
- Itâs an âunlikely nameâ leading the AI-robot revolution.
Those breadcrumbs point straight to Boston Dynamicsâmaker of Atlas and now a subsidiary you access via Hyundai Motor Company (OTC: HYMTF), which took an 80% stake in a deal valued at $1.1 billion, as reported by Reuters. The âall-electricâ hint lines up with the 2024 relaunch of Atlas, which The Verge covered when Boston Dynamics showed off a redesigned electric model built for âdull, dirty, dangerousâ tasks rather than YouTube party tricks. If the âNext Nvidiaâ label feels familiar, thatâs because weâve seen the same playbook in other pitches, from Louis Navellierâs AI âMaster Keyâ to Marc Lichtenfeldâs buzzy âTF3 chipâ idea.
Bottom line: Kohlâs âNext Nvidiaâ isnât a pure-play robot stockâitâs Boston Dynamics (private) inside Hyundai (public). Interesting strategic asset, but youâre buying a discounted auto conglomerate with a robotics option attached, not an AI-chip flywheel.
>> Read the full write-up here
2024 Picks
That âNvidia Killerâ Company
- Title of Teaser Presentation: “The ‘Nvidia Killer' Could Make You 120x Your Investment”
- Name of “Special” Reports: âThe Nvidia Killer: Unlocking the $100 Trillion AI Boomâ
- Promoted Under: Technology and Opportunity
Keith Kohl says a small Sunnyvale outfit holds the patent-protected key to AIâs âfatal flawâ: the memory/computation bottleneck that makes todayâs GPU stacks costly, hot, and hard to scale. Itâs the same tiny-upstart-dethrones-giant framing weâve seen before, echoing the infrastructure angle in Nomi Prinsâ AI pick and the chip-savior vibe of Navellierâs âMaster Keyâ teaser.
First, the clues he drops:
- Sunnyvale-based firm with a purpose-built AI chip
- About 125+ patents forming an âimpenetrable moatâ
- U.S. Air Force/Space Force involvement on a high-performance edge project
- Roughly 6,500x smaller than Nvidia, with a meme-y spike this year
- Claims of 100x performance on big-data workloads at ~60W power draw
Those breadcrumbs line up with GSI Technology (NASDAQ: GSIT). The companyâs âGeminiâ associative-processing design computes in memory to reduce the classic I/O choke point Kohl fixates on, and the âbig announcementâ thread ties neatly to GSIâs tape-out of Gemini-II, billed as delivering more than ten times the processing performance and eight times the memory density over Gen-I. The defense angle matches GSIâs feasibility work for the U.S. Air Force and Space Force on edge AI. Meanwhile, the broader context is real: AI data centers are straining grids and gulping water, a trend documented by Reuters, and the Iowa build that helped train GPT-4 required heavy cooling draws, as reported by the Associated Press.
Does that make GSI a true Nvidia killer? Not likely. âTape-outâ means design completion, not shipping volumes, and even if associative processing shines on certain search/embedding or database-style inference tasks, ripping and replacing entrenched GPU clusters takes years, contracts, and a supply chain â not a newsletter. More plausible: GSI carves out niche wins at the edge while the hyperscalers keep feeding their Nvidia farms. Itâs speculation, not coronation â much like Kohlâs other moonshot setups, including his âAlgo Medsâ pitch.
>> Read the full write-up here
2023 Picks
The âHorseshoe Wellâ Company
- Title of Teaser Presentation: “The Trillion Dollar Drill”
- Name of “Special” Reports: âThe âHorseshoe Wellâ: The Breakthrough Set to Revolutionize the $4.3 Trillion Oil Marketâ
- Promoted Under: Energy Investor
Keith Kohl (Angel Publishing) pitches a Texas driller with a supposedly game-changing âHorseshoe Wellâ that doubles back on itselfâthink a U-turn lateralâso operators can tap more rock with fewer wells, lower surface impact, and a big cut to drilling time and costs. Classic âbiggest breakthrough since frackingâ framing, and very on-brand for Kohl (see how he positioned his â#1 Oil Stock of the Decadeâ teaser a few weeks prior).
Here are the key clues dropped before any ticker shows up:
⢠150,000 acres in the Permian Basin.
⢠CEO previously built a Texas oil company from $270k and later sold it for $388 million.
⢠Claimed ~$10 million savings by drilling two 2-mile laterals instead of four 1-mile wells.
⢠Record production around 130,000 boe/d and ~40% annual growth.
Those breadcrumbs line up with Matador Resources (NYSE: MTDR). The companyâs own updates describe early âhorseshoeâ or U-lateral results and record production; see Matadorâs Q3 2023 release noting initial production from its first two horseshoe wells and heightened volumes in the Delaware Basin in Loving County via its official Q3 report. The claimed cost advantage also matches trade coverage that Matador âexpects to save $10 millionâ by opting for two U-shaped laterals over four shorter wells on the same acreage, as reported in PB Oil & Gas Magazine. If you want a broader sense of why these tweaks matter in shale, Reuters has long chronicled how operators squeeze costs by iterating on horizontal designs and completions, a theme echoed in its industry learning-curve analysis.
Bottom line: the âHorseshoeâ is a U-turn horizontal â a real but incremental drilling optimization, not sci-fi. It can help on surface footprint, cycle time, and EURs, but MTDRâs returns will still hinge on inventory quality, well performance versus neighbors, balance-sheet management, and commodity prices. Thatâs the unsexy reality behind the sizzle.
>> Read the full write-up here
The âHorseshoe Wellâ Company
- Title of Teaser Presentation: “The #1 Oil Stock of the Decade”
- Name of “Special” Reports: âHidden Gems of the Permian: 3 Little-Known Oil Producers Set to Soar in the New Bull Marketâ
- Promoted Under: Energy Investor
Keith Kohl says three forces â Washingtonâs policy drag, OPEC+ discipline, and a China-led demand pop â are lining up for a new multi-year oil bull. Classic Kohl: big cycle call, then a handful of âunder-the-radarâ producers heâll name if you subscribe. The core promise is straightforward: skip âBig Oilâ and ride smaller, cheaper names he thinks will have more torque if crude rips. For context, his macro talking points do have real-world echoes: Chinaâs crude appetite set fresh records coming out of zero-COVID (Reuters notes 2023 imports hit all-time highs), and U.S. emergency stocks were drawn down to levels not seen since the 1980s (EIA flagged the SPR at its lowest since 1984 during the releases).
Here are the actual clues dropped before any ticker is named:
- The pick âsits on one of the biggest oil patches in the world,â with ~2.2 trillion barrels locked under the ground (thatâs the Canadian oil sandsâ âoil in placeâ).
- Itâs trading near a low valuation while sporting its strongest balance sheet in years.
- Itâs strategically positioned in Albertaâs oil sands.
- Beyond the headliner, Kohl hints at three small-cap Permian E&Ps and three pipeline âtollboothsâ he likes, but gives no usable identifiers for those.
Keith Kohl is calling a new multi-year oil bull run, leaning on three drivers: policy headwinds for U.S. producers, OPEC+ supply discipline, and a China-led demand rebound. Itâs the usual Kohl recipeâbig macro, small â overlookedâ producers for torqueâbacked by real datapoints like the recent surge in Chinese crude buying, which hit record territory in 2023 as demand recovered, and the U.S. Strategic Petroleum Reserve drawdowns that the EIA flagged as the lowest levels since the mid-1980s. If the framing sounds familiar, it rhymes with the âpick-and-shovel energyâ flavor weâve seen beforeâthink the battery/EV angle in Mizrahiâs âForever Lithiumâ teaserâbut here Kohl is squarely planting his flag in heavy oil.
First, the clues he drops before naming anything:
- The company sits atop one of the worldâs biggest oil patches with ~2.2 trillion barrels âunder the groundâ (oil-in-place scale, not proven reserves).
- Shares trade near a low valuation alongside the firmâs strongest balance sheet in years.
- Operations are strategically positioned in Albertaâs oil sands.
- He also teases three small-cap Permian producers and three pipeline âtollbooths,â but without enough identifiers to pin those down.
Tie the breadcrumbs together and the â#1 Oil Stock of the Decadeâ heâs actually pitching is Cenovus Energy (NYSE: CVE)âa Canadian integrated producer anchored in Albertaâs oil sands. The Alberta location, the outsized âtrillions of barrelsâ oil-in-place call, and the valuation/cleanup narrative all line up with Cenovus. The restâthose unnamed Permian E&Ps and pipeline playsâremain paywalled and too vague to ID here.
>> Read the full write-up here
His âAlgo Medsâ Company
- Title of Teaser Presentation: “This Little-Known Company Just Achieved the Single Greatest Breakthrough in Medical History”
- Name of “Special” Reports: âAlgo Meds: Cashing in on AI Drug Development Before Itâs Too Lateâ
- Promoted Under: Topline Trader
Keith Kohl recasts AI-driven drug discovery as âAlgo Meds,â promising a cure for pharmaâs busted economics and hinting that one subâ$1B pioneer could be first to deliver an AI-designed drug. Weâve seen this AI-as-âmaster keyâ setup before in tech pitchesâthink the tone of Navellierâs AI âMaster Keyâ teaserâbut this time the target is biotech.
First, the clues he drops:
- A ~$5/share AI drug developer already in Phase 2
- âWhalesâ like Bill Gates, BlackRock, and Citi accumulating
- Claims of ~70% faster discovery and ~80% lower costs
Line those up and you land on Exscientia plc (NASDAQ: EXAI). The company has long been the poster child for AI-designed molecules (its DSP-1181 was touted as the first AI-created drug to reach human trials back in 2020), and itâs inked big-ticket partnershipsâSanofiâs deal alone covered up to 15 programs, worth up to $5.2B in milestones. The broad promiseâAI slashing timelines and costsâtracks with the wider âAI in pharmaâ push, but approval clocks and clinical risk still dominate. In other words, itâs earlier-stage speculation, not a shortcut to overnight blockbusters.
>> Read the full write-up here
2022 Picks
NH3 Company
- Title of Teaser Presentation: “The #1 Stock to Profit From the Energy Crisis”
- Name of “Special” Reports: âThe NH3 Revolution: How a Tiny Vancouver Startup Outsmarted a $3.3 Trillion Industryâ
- Promoted Under: Technology and Opportunity
Keith Kohl pitches a zero-emission âuniversal fuelâ that could upend the $5T energy marketâammonia (NH3). The hook: a former-NASA-engineerâled âtiny NH3 companyâ has supposedly upgraded the century-old Haber-Bosch process to make clean, cheap ammonia from just air and water, unlocking 100x returns in 24 months. Weâve seen this âmaster keyâ framing before in battery/energy hypeâthink Mizrahiâs âForever Batteryâ.
First, the clues Keith drops:
- Vancouver, Canada HQ; roughly $20M market cap
- Opened a flagship facility in Southeast Michigan
- Announced plans tied to Port of South Louisiana, Brazilâs Porto Central, and Europe
- Hyped by Global Investment Daily as a big âbackdoor disruptorâ
- Working with a veteran technologist in sustainable development/chemicals
Match those breadcrumbs and you land on AmmPower Corp. (OTC: AMMPF). Itâs Vancouver-based, announced a Michigan facility in 2021, and has publicized MOUs/LOIs around âgreen ammoniaâ initiativesâlining up with the teaserâs geographic and partnership hints. The pitchâs core ideaâammonia as fuelâis real enough: the Haber-Bosch process underpins modern fertilizer and has been called one of the most consequential inventions in history, albeit energy-intensive in its conventional form (see Britannicaâs overview of Haber-Bosch). And yes, shipping is actively exploring ammonia engines; projects from DNV/MAN point to ammonia-fueled two-stroke engines as a plausible decarbonization path for maritime over the next few years (DNV explainer).
Reality check: AmmPower is still developmental, with LOIs and early-stage unitsânot a scaled fuel supplier. The 100x-in-24-months talk reads more like newsletter theater than near-term economics. If green ammonia does scale, itâll likely be via heavy-industry and shipping first, not your commuter car.
>> Read the full write-up here
His LNG âBlack Winterâ Stocks
- Title of Teaser Presentation: “Black Winter”
- Name of “Special” Reports: âBlack Winter: 3 LNG Stocks Set to Soar on the Global Energy Crisisâ
- Promoted Under: Energy Investor
Keith Kohl pitches a doomsday winter scenario and says the only way to protect your portfolio is by riding a U.S.-led LNG boom. The hook: with Russian gas sidelined and years of underinvestment biting, Americaâs LNG export machine steps in. That broader setup isnât far-fetchedâthe U.S. has been the worldâs largest LNG exporter recently, per the EIAâbut the real question is which stocks heâs actually teasing. (For context on Kohlâs style, see how we decoded his earlier “Infinite Lithium” tease and the “Quantum Computer King” pitch.)
First, the clues he dropsâbefore we name names:
- Pick #1 clues: Owns one of the largest LNG production facilities globally; the day after the RussiaâUkraine war began, a French energy major inked a five-year LNG supply deal.
- Pick #2 clues: Runs a state-of-the-art, youngest LNG tanker fleet; hiked its dividend by 1,150% over three years.
- Pick #3 clues: American company that controls about 20% of the worldâs LNG fleet; also owns regas plants from Peru to India.
How those clues line up:
- Cheniere Energy (NYSE: LNG) â The âlargest facilityâ language points to Sabine Pass, the biggest U.S. LNG export plant; Cheniere is the flagship U.S. exporter at the center of the trend the EIA has highlighted (U.S. #1 by LNG exports in 2023), and Sabine Pass details are spelled out by the company itself.
- Flex LNG (NYSE: FLNG) â Fleet age is the tell; Flexâs modern carriers underpin that âyoungest fleetâ claim, and its payout ramp explains the 1,150% dividend line.
- Shell plc (NYSE: SHEL) â Shell is one of the worldâs dominant LNG shippers and portfolio players; the â~20% of global LNG shipsâ + regas presence in Peru/India fits Shellâs global LNG footprint.
Bottom line: Kohl leans on a very real macro setupâU.S. LNG has been ascendant, and Sabine Pass is a crown jewelâbut his trio isnât obscure moonshots. Itâs two blue-chips (Cheniere, Shell) and a pure-play shipper (Flex) set to benefit if LNG trade stays tight. Thatâs the same âpicks-and-shovelsâ flavor weâve seen in other energy pitches, like Nomi Prinsâs LFP battery angle, which we unpacked in our review of her “EV Master Key” claim. For broader context on LNGâs rise and why U.S. exporters have momentum, the EIAâs data is worth a look, and Cheniereâs own Sabine Pass page shows why that asset keeps showing up in teasers.
>> Read the full write-up here
âInvictusâ Stocks
- Title of Teaser Presentation: “Invictus”
- Name of “Special” Reports: âInvictus: 3 Stocks for Riding the $47 Trillion Superboomâ
- Promoted Under: Technology and Opportunity
Keith Kohl frames âInvictusâ as the tech wave that could out-muscle blockchain, AI, and 5G combined â and he pins a big reveal to June 30, 2022. The core promise: quantum computing is finally crossing from lab curiosity to money-maker, with âa handful of small capsâ positioned to soar. If the tone sounds familiar, itâs the same âmaster key to everythingâ style weâve seen in pitches like Navellierâs AI teaser.
Here are the clues dropped before any tickers were named:
- One âtop 5 tech company of the quantum eraâ with a secretive R&D arm thatâs made a major breakthrough.
- A so-called âIntel killer,â the first outfit to build a dedicated factory for quantum machines.
- A little-known contractor with dozens of U.S. federal deals, selling quantum strategy and technical expertise.
- A â70-stocks-in-oneâ way to play the whole trend (an ETF).
How those clues line up (and whoâs who):
- The âtop 5 techâ breakthrough player fits Honeywell (HON) â its quantum unit merged with Cambridge Quantum to form Quantinuum, a full-stack quantum company Honeywell still controls. That combo is exactly the kind of stealthy, well-funded R&D story Kohl describes. Honeywellâs merger announcement is here for context.
- The âIntel killerâ with the first quantum factory points to Rigetti Computing (RGTI), which has long touted âFab-1,â a dedicated in-house quantum device manufacturing facility and has sold on-prem systems. That âwe built the fabâ angle is Rigettiâs calling card.
- The contractor with âdozensâ of federal contracts wasnât nailed down in the exposĂŠ â the clues were too generic to identify confidently.
- The 70-stock basket is Defiance Quantum ETF (QTUM), which tracks a quantum/ML index and spreads risk across the ecosystem â a sensible hedge given the fieldâs timelines.
Bottom line: Kohlâs âInvictusâ isnât a new gadget; itâs just quantum computing dressed up with a deadline. For readers new to the space, this is the realm of qubits and superposition, not faster classical chips â and the commercial ramp is uneven, with lots of R&D spend and a few early use cases. If you want a sober primer on what quantum can and canât do yet, MIT Sloan has a clear overview of where things stand and what might actually reach businesses. Good explainer here. MIT Sloan And Kohlâs âbillions are flowing inâ line is broadly true: Deloitte tallied more than $5B in 2021 when you include government allocations â a helpful reminder that hype cycles and budgets arenât the same thing as revenues.
>> Read the full write-up here
His “Infinite Lithium” Pick
- Title of Teaser Presentation: “Infinite Lithium”
- Name of “Special” Reports: ââInfinite Lithiumâ: How to Get in on the Ground Floor of the Energy Breakthrough of the Centuryâ
- Promoted Under: Energy Investor
Here he pitches a small team with a zero-emission, water-free way to crank out ânewâ domestic lithium without miningâsupposedly unlocking a flood of EV-grade supply and life-changing gains. The big idea isnât sci-fi; itâs lithium-ion battery recycling, the same theme weâve seen recycled (pun intended) in pitches like Dave Forestâs $4 lithium play.
Clues he drops before the reveal:
- ~$985M in deals/agreements with major automakers and battery makers
- Stock trades under $10
- A $100M investment from Koch Strategic Platforms to scale in North America
- Building out facilities in the U.S. (Arizona, Alabama; a big NY âhubâ was part of the plan)
- Claims of an emissions-free process that doesnât waste water
Those line up neatly with Li-Cycle Holdings (NYSE: LICY)âthe Canadian battery-recycling outfit that took the SPAC route in 2021, later announced a $100M convertible note from Koch Strategic Platforms to expand its âSpoke & Hubâ network, and pursued a large Rochester, NY processing hub. Recycling is a real path to closing the materials gap (the EPAâs primer on Li-ion recycling lays out why), and industry coverage at the time highlighted Kochâs backing of Li-Cycle to accelerate capacity build-out in North America (e.g., Utility Diveâs write-up on the $100M investment).
Bottom line: Kohlâs âInfinite Lithiumâ isnât magicâitâs the circular-economy pitch. The catch is this space is crowded (Retriev, Redwood, RecycLiCo, etc.), capital-intensive, and timelines slip. So while Li-Cycle matched the clues, the â40xâ talk felt like promotional gloss rather than base-case math.
>> Read the full write-up here
“Quantum Computer King” Stock
- Title of Teaser Presentation: “The Quantum Computer King”
- Name of “Special” Reports: âThe Quantum Computer King: The #1 Stock to Buy for the Quantum Eraâ
- Promoted Under: Topline Trader
Keith Kohlâs pitch here is classic hype: a tiny stock supposedly sitting at the center of a $1 trillion quantum computing boom. He compares it to buying Intel in 1981 and even throws around a 31,594% return figure to make sure no oneâs coffee stays in their cup.
The clues he drops are more telling than heâd like:
- A powerhouse in spintronics with over 100 worldwide patents.
- Manufactures spintronic devices and licenses IP to major tech companies.
- Growing at 56.5% with profit margins near 54%.
- Valued at about 0.2% of Intelâs market cap.
Add it all up and the company teased is NVE Corp. (Nasdaq: NVEC) â a spintronics specialist with more than 100 patents, fat profit margins, and a ~$293M market cap (around 0.2% of Intelâs $211B at the time). Spintronics, by the way, is the branch of nanotech that uses the spin of electrons in place of traditional bits, and itâs seen as a key enabler for quantum computing and faster data storage.
Kohl compares NVEâs potential to the early days of Intel, but as weâve seen with other grand claims â like Charles Mizrahi's “Forever Battery” tease â the reality is often far less world-changing than advertised. NVE is a solid, profitable company with a nice dividend, but whether it leads us into the quantum era is a big question mark.
>> Read the full write-up here
That “LiDAR King” Pick
- Title of Teaser Presentation: N/A
- Name of “Special” Reports: âLiDAR King: The Tiny Tech Firm Destroying Tesla's Driverless Ambitionâ
- Promoted Under: Energy Investor
Keith Kohl went big on this one, teasing a tiny sensor company that he says could make investors 16,795% richer. The pitch? This âLiDAR Kingâ supposedly holds the key to making self-driving cars safe and practical, with lasers that create 3D maps of surroundings.
Some of the clues Kohl dropped:
- The tech is already being tested in Tesla models.
- Fortune 500 companies like FedEx, Dominoâs, and Microsoft are interested.
- Big names like Google, Amazon, BMW, and Audi have sunk billions into LiDAR-related projects.
- The firm has hundreds of projects in the works and dozens of patents.
- Itâs been called the âKing of the Roadâ by Boston Consulting Group.
Put all that together, and the company Kohl is hyping is Velodyne Lidar (NASDAQ: VLDR), a San Jose-based firm thatâs one of the early leaders in the LiDAR sensor market. Velodyne has supplied over 300 clients and holds 70+ patents.
Kohl paints this as a once-in-a-lifetime driverless car play, but the reality is murkier. LiDAR is indeed used in autonomous vehicles and even in fields like farming and disaster recovery, but competition is fierce, margins are thin, and Teslaâs Elon Musk himself has repeatedly called LiDAR a âcrutch.â That hasnât stopped promoters from pushing similar angles beforeâsee Jeff Brownâs âS.C.G.â teaserâbut the payoff rarely matches the hype.
>> Read the full write-up here
Picks from 2021
His âStar Gasâ Helium Stock Pitch
- Title of Teaser Presentation: “Jeff Bezos Sells BILLIONS in Amazon Shares to Chase Galactic ‘Star Gas'”
- Name of “Special” Reports: âStar Gas Trillions: 30-Fold Gains As Helium Risesâ
- Promoted Under: Family Office Advantage
Keith Kohl is back with another bombastic pitch, this time hyping âStar Gasâ â supposedly the key to âinfinite energyâ and generational wealth. He claims this mysterious fuel could solve humanityâs energy needs for 80,000 years and mint â25 million new billionaires.â The sales hook? A tiny helium stock trading under $1.
The clues dropped include:
- Recently IPOâd in 2021.
- Stock trades below $1.
- Owns land he dubs the âSaudi Arabia of Helium.â
- Involved in helium drilling and building a pilot plant, with production testing and first plant coming online by September 30.
- Early estimates show over 1.1 billion cubic feet of helium at its project.
- Financing was done at $0.25 per share.
Following those hints leads to Imperial Helium Corp. (TSX.V: IHC). The match is pretty clean: IPOâd in May 2021, focused on its Steveville, Alberta acreage with over 1 billion cubic feet of helium potential, and shares well under $1. The company had also just begun production testing â lining up with Kohlâs September timeline.
To be fair, helium is indeed critical â from MRI machines to semiconductors â and itâs becoming scarce on Earth despite being abundant in the universe. Prices have surged, and demand is projected to outstrip supply for years. But turning a mid-tier Canadian driller into the source of â25 million billionairesâ? Thatâs classic newsletter hyperbole.
>> Read the full write-up here
âOn-Demand Everythingâ Drone & Robot Picks
- Title of Teaser Presentation: “Bezos' Secretive ‘Project Talos' to Elipse Amazon?!”
- Name of “Special” Reports: âThe Tiny Tech Firm Mass-Manufacturing LiDARâ, âRobotic Navigation: How One Company Is Enabling an Autonomous Futureâ, âStaking Your Claim in the Skyways of Tomorrowâ
- Promoted Under: Technology and Opportunity
Here we've got Mr. Kohl teasing what he calls the âOn-Demand Everythingâ revolution â the idea that drones, robots, and autonomous tech will make two-day shipping look outdated. He claims Jeff Bezos is pouring billions into this âProject Talosâ and hints it could eclipse Amazon itself.
The clues he drops are pretty specific. He talks about:
- A âtiny black boxâ LiDAR device whose price has dropped 99.8%, from $75,000 to just $100. It already has 16 patents, major investors like Nikon, Ford, and Baidu, and secured $130M in contracts projecting nearly $1B in revenue by 2024.
- A Rhode Island company whose photonic navigation tech lets robots operate even without GPS, with products in 200,000+ mobile satellite antennas and 22,000+ military vehicles.
- A drone-delivery startup positioning itself as the first âDrone Delivery as a Serviceâ provider in North America, renting out drones to everyone from construction firms to mom-and-pop shops.
Based on these details, two of Kohlâs teased stocks line up well:
- Velodyne Lidar Inc. (Nasdaq: VLDR) for the cheap LiDAR âblack boxâ tech.
- KVH Industries, Inc. (Nasdaq: KVHI) for the navigation and GPS-alternative systems.
The third drone-delivery stock remains vague, and with plenty of startups chasing the space, the match wasnât nailed down.
We've seen similar futuristic flavored stock picks before, the difference is Kohlâs angle leans heavily on robots, drones, and the logistics industryâs shift into autonomy.
And while drones zipping through city skies may sound like sci-fi, the enabling piece â LiDAR sensors â really has come a long way in cost and availability. If âon-demand everythingâ is going to happen, it starts there.
>> Read the full write-up here
That âTriFuel-238â Nuclear Fuel Play
- Title of Teaser Presentation: “America's Next Energy Revolution Will Be Powered by ‘TriFuel-238′”
- Name of “Special” Report: “The Undiscovered Tech Company Behind the Coming TriFuel-238 Revolution”
- Promoted Under: Energy Investor
Here we have Keith dangling what he calls âTriFuel-238,â supposedly the next great leap in renewable energy. He claims itâs a twisted metal fuel rod that can power a home for 15 years, retrofit any coal plant, and turn a $5k investment into $1.2 million. In his telling, itâs a $48 billion âcash grabâ and a fix for Americaâs looming âsilent energy crisis.â
Some of the more specific clues dropped: the company has just 13 key employees and is based near Virginia, it partnered with nuclear giant Framatome, has deals with two utilities operating 15 reactors, and billionaires like Gates and Bezos are circling. The firm supposedly has a $6.9 billion opportunity to refit plants for this fuel.
Put all that together and the match is Lightbridge Corp. (NASDAQ: LTBR). Itâs an early-stage nuclear fuel developer headquartered in Reston, Virginia. Lightbridge had a JV with Framatome, has ties to the U.S. Department of Energy, and is trying to commercialize metallic nuclear fuel rods that promise to be cheaper and safer than conventional uranium oxide rods.
The problem? Itâs a $40 million microcap with no revenue, burning cash every year. Kohlâs hyped â46,000%â returns are classic newsletter math, not anything grounded in Lightbridgeâs current fundamentals.
If nuclear fuel innovation ever takes off, Lightbridge could have a role, but this isnât the slam-dunk, trillion-dollar breakthrough being implied. For now, itâs speculative R&D with a long, uncertain road to adoption.
>> Read the full write-up here
Picks from 2020
His “5G Volta” Grid Sensor Play
- Title of Teaser Presentation: “5G Volta”
- Name of “Special” Report: “5G-Volta: Retire Rich on the Power Gridâs Upgrade of the Century”
- Promoted Under: Energy Investor
Keith Kohl's been hyping something he calls â5G Voltaâ â a supposed $1.5 trillion government-backed program that will overhaul the U.S. power grid and supposedly mint early investors fortunes. He compares it to getting into Nvidia or Cisco before their huge runs, tossing around promises of 4,000%+ gains.
The clues he drops:
- A warehouse in upstate New York making âtiny modules no bigger than 10 grains of salt.â
- These modules are âthe critical centerpieceâ of Executive Order 13920, which focused on securing the U.S. bulk power system.
- The modules are RF filters used in 5G-connected sensors to monitor the grid.
- The stock trades around $8 per share with a $314 million market cap.
- The company holds 32 patents in this area.
Match those up and itâs a dead ringer for Akoustis Technologies (NASDAQ: AKTS). Theyâre a New York-based RF filter maker with patented XBAW tech that fits the description. Kohl tries to rebrand the federal grid modernization push as â5G Volta,â but really itâs about deploying millions of 5G-enabled sensors to improve resilience and renewable integration.
>> Read the full write-up here
Texas Oil Company
- Title of Teaser Presentation: “Reclusive Millionaire Pours #3 Million Into New Texas Oil Discovery”
- Name of “Special” Report: Not explicitly named, part of Pure Energy Trader promo
- Promoted Under: Pure Energy Trader
Keith's pitch starts off with a bang: a mysterious reclusive millionaire drops $3 million into a tiny Texas driller, supposedly sitting on âthe most exciting U.S. oil discovery in a decade.â He claims this one play could turn every $1,000 into $4.9 million â thanks to a âsecret anomalyâ that lets you buy crude oil for pennies on the dollar.
The clues?
- Itâs a Texas oil explorer with a market cap around $50 million.
- Has a 100,000-acre claim in the Permian Basin.
- Insiders own about 30% of the shares.
- Shares were trading at 40 cents earlier in 2020.
Put those together and it leads us straight to Torchlight Energy Resources (NASDAQ: TRCH). They own the Orogrande Project â just over 100,000 acres â and company insiders hold close to 30%. They even brought in industry veteran Mike Mullen to validate their data, though his assessment was based on optimistic estimates.
The problem? Oil prices were crushed in 2020, and Torchlight was already under Nasdaq delisting pressure. With production costs in the Permian Basin hovering around $36â$40 per barrel â about the same as market prices â Torchlight was set to bleed cash unless oil spiked. Not exactly the no-risk jackpot Kohl made it sound like.
>> Read the full write-up here
Who Is Keith Kohl?
You've seen him teasing the heck out of the next best stock picks to get rich, but who is this guy, and should you really be listening to him?
Keith runs several investment newsletter publications over at Angel Publishing and has hundreds of thousands of readers.
His main focus is in the energy markets, hence his one newsletter's name – Energy and Capital – but also recommends stocks in biotech and other sectors.
Some of the information I've found states that “his network includes hundreds of experts, from M.S.s and Ph.D.s to lab scientists”, but of course, this is something anyone can say.
And after looking at his Linkedin profile, which shows he's been a managing editor over at Angel Publishing since 2006, there's nothing that builds my confidence. According to this, he graduated from Millersville University of Pennsylvania with two bachelor's degrees… in History and English Language and Literature/Letters.
Nothing to do with investing, but we don't care all too much about credentials here at Green Bull Research. We just want what works, and according to a small snippet of information I found about Mr. Kohl from Cabot Wealth Network, he is:
one of the only financial reporters around whoâs actually visited Albertaâs remote tar sands region to personally meet every major player in the booming Canadian oil operation.
And, of course, if you believe that at least some of his investment teaser presentation videos are real, you can see that he gets his boots on the ground quite a bit.
Conclusion & Should You Buy Keith Kohl's Recommendations?
What we do on this website is uncover recommendations by Keith Kohl and other âexpertsâ so that our readers, such as you, can learn what they are teasing for free. But, this certainly doesn't mean we recommend buying what they recommend.
This is the only stock-picking service we actually recommend and it isn't run by Keith Kohl.
We aren't telling you not to buy his rec's either. Just be sure to do your own due diligence before making any investment decisions, especially those that come with a lot of over-the-top hype as Mr. King's do.
As always, let us know what you think of these picks in the comment section below. And if you have any other picks of his that you wouldn't mind sharing, we'd love to hear about them!