Strange white crates.
Wunderkind Adam O'Dell describes what's inside as Elon Musk's greatest invention, which is part of a new “super startup” being incubated within Tesla, and at the heart of it is a $23 trillion investment opportunity.
The Teaser
From a desert compound near the Hoover Dam to the mean streets of New York City, more than 4,000 white crates have made their way to 48 states…so far.
West Virginia native, creator of the proprietary Stock Power Ratings system, and Chief Investment Strategist of investment research publisher Money & Markets. Adam O'Dell's stated mission since 2020 has been to track down the absolute best moneymaking opportunities in the markets at any given time.
We have previously reviewed his Super Boom Stocks and “Infinite Energy” Software Pick.
As far as Adam can tell, almost no one in the financial media has picked up on this developing story.
A quick Google search for ‘Elon Musk White Crates' reveals that it is indeed a thing and some are already talking about it.
The tell is a speech Elon gave to a gathering of utility companies two years ago.
In his keynote, Musk told the captive audience of executives and industry analysts that…
The power grid is severely underestimating what's coming and unless preparations are made for a tripling of electricity demand, we will have electricity shortages
That shortage has now arrived.
PJM, North America's largest grid operator, saw the price of reserving one megawatt of power go from $28.92 a year ago to $329.17 at its latest capacity auction.
A 10x jump in one year's time isn't a mere price spike, it's an essential resource becoming scarce in real time.
This is only set to get worse and nobody knows how to fix it…except Elon Musk.
Inside those white crates are energy storage systems, which is what Elon's “Super Startup” is all about and anyone who gets positioned before July 22 can put themselves on the path to financial freedom.
The Pitch
All the details we need are inside a special report called: The Megablock Wealth Blueprint: Three Stocks Powering Elon’s Greatest Invention.
We can claim it with a subscription to Adam's flagship research service, Green Zone Fortunes.
This would normally set us back $199 for three months of access, but this has been slashed down to $99 for a limited time.
Elon's Breakthrough Megablock Battery Technology
The biggest breakthrough since Elon’s reusable rockets.
This is how Adam describes what's inside each white metal crate.
What he's referencing are self-contained micro power modules that have 20 megawatt-hours of capacity, enough to power 695 American homes for a full day.
Sounds impressive, but the real breakthrough is that it can deliver power at 35,000 volts, which is the same high voltage that America’s power grid runs at.
In plain English, this means Megablocks, as Elon calls them, can be plugged into any existing power plant in the U.S. and effectively double its output in 20 days.
So while others have been spending billions on gas plants that take seven years to develop, nuclear reactors that take decades, and jet engines ripped off of old 747s, Elon and more specifically Tesla, have built a solution that plugs straight into the power grid, instantly.
Tesla Energy's Trajectory
From an experiment to $12.8 billion in revenue within a decade.
If Tesla Energy were a standalone business, it would make for an impressive growth story.
Not only is it increasing revenue by nearly 50% year-over-year, but it is also Tesla's most profitable division. By 2030, it's targeting 1,500 gigawatt-hours deployed per year, which would imply 30x growth over the next four years.
If even a quarter of this projection materializes, Megablocks could become a “megablock wealth blueprint“.
Adam believes July 22nd is when the Megablock growth story will kick into high gear.
This is the date when Tesla's fiscal Q2 earnings report is set to be released along with an update on megablock energy storage system deployments.
Now, Tesla doesn't provide guidance for deployments like it does earnings, but Adam is expecting an update on something else.
Tesla's Houston Megafactory is currently in its final stages of construction and Adam is optimistic we will get positive news about the factory's production targets, a timeline for opening, and the first wave of major contracts. He's not hedging his bets either.
Instead, he's relying on an “ironclad pattern” that is about to repeat with Elon.
Throughout U.S. history, some of the biggest fortunes have been minted by energy breakthroughs.
From Henry Clay Frick who supplied the coal that ran the railroads in the 1800s to John D. Rockefeller who monopolized the crude oil production that the automobile runs on.
Today, artificial intelligence runs on servers in data centers that require reliable, scalable, instantly deployable power.
Megablocks could become the coal and oil of this century, and Adam is going to show us how to profit from the critical infrastructure of the next century.
Revealing Elon's “Super Startup” Stocks
Tesla Energy could add trillions to the value of the business over the next few years.
However, the biggest gains from this opportunity are not going to come from buying it's stock.
Instead, Adam has identified three companies that “sit at the heart of the Megablock supply chain” starting with…
First Megablock Stock
- every single Megablock Tesla builds runs on lithium iron phosphate batteries and there is only one lithium mine operating on American soil.
A single clue was all we needed for this one, it's Albemarle Corp. (NYSE: ALB), which owns 100% of the only operating lithium mine in America – the Silver Peak Mine in Esmeralda County, Nevada.
Second Megablock Stock
- Tesla relies on this company to supply it with special silicon carbide chips that helps convert stored energy into the kind of power the grid can actually use.
- It’s one of the largest silicon carbide producers in the world and a confirmed, direct supplier to Tesla.
STMicroelectronics N.V. (NYSE: STM) is the name we're looking for here. It's been Tesla's primary supplier of silicon carbide (SiC) chips since 2018.
Third Megablock Stock
- This company builds the equipment that connects Megablock to the power grid.
- Last year, it launched a brand-new product line designed specifically for battery energy storage installations.
- It has a market cap of just $6.3 billion.
This is a tough one, but Powell Industries Inc. (Nasdaq: POWL) fits most of the clues.
It is a longtime supplier of heavy duty power equipment, has been expanding into battery storage energy systems, and formerly had a market cap of just under $6.3 billion before it's 142% run up so far this year.
Bonus Megablock Stock
Adam says every AI company, every utility, every data center builder in America needs what this company supplies…
Tailor-made substation, transmission, and distribution solutions for utilities and power companies.
It's name is given to us near the end of the teaser – Wesco International Inc. (NYSE: WCC).
The only thing left to find out now is if this really is the perfect setup to make life-changing money.
Mega Returns from the Megablock Revolution?
The power grid is becoming more volatile.
Surging compute demand means energy storage systems are becoming increasingly essential.
Tesla isn't the only energy storage system provider with BYD and Enphase also providing storage systems, but it is the market leader, holding the largest share.
This head start, dual residential/commercial capabilities, and client relationships make it, and by default, Tesla, an attractive bet.
Question is, are Adam's supplier picks even better wagers from a valuation and growth standpoint?
Albemarle: I like a good hard asset play and ALB is it. Should be a steady grower over the next 5-10 years.
STMicroelectronics: Recently notched it's first quarterly loss in over a decade partially on account of higher manufacturing input costs. A high operating cost manufacturer I'm not buying into at the current price.
Powell Industries: Growth will continue, but at a valuation of 66x current earnings, it's a bad omen and too rich for my liking.
Wesco: A P/E of 26x with an annual dividend yield under 1% is historically pricey for a utility supplier, but return on equity is also above-average, so a slightly higher valuation is merited.
In the end, I wouldn't be surprised if Tesla outperforms them all.
Quick Recap & Conclusion
- Adam O'Dell says what's inside strange white crates are the key to Elon Musk's “super startup” and at the heart of it is a $23 trillion investment opportunity.
- Inside those crates are Tesla Energy's Megablocks energy storage systems and $23 trillion refers to Blackstone's Powering the Future Report, in which it calls global energy and power infrastructure a $23 trillion opportunity.
- All the details on how to profit from it are inside a special report called: The Megablock Wealth Blueprint: Three Stocks Powering Elon’s Greatest Invention. To claim it, we need a subscription to Adam's flagship research service, Green Zone Fortunes which costs $99 per quarter for a limited time.
- Fortunately we were able to uncover the so-called “Megablock Wealth Blueprint” for free. It's made up of four stocks: Albemarle Corp. (NYSE: ALB), STMicroelectronics N.V. (NYSE: STM), Powell Industries Inc. (Nasdaq: POWL), and Wesco International Inc. (NYSE: WCC).
- If Megablock deployment projections are even semi-accurate, Tesla stock is likely to outperform them all.
Will Tesla win the energy storage system race or will a new leader emerge? Let us know in the comments.