Internet mogul and real-life Iron Man Jeff Bezos' new initiative could be the energy holy grail.
Whitney Tilson calls it “Amazon Helios” and it's setting up one Nuclear Fusion Stock for historic gains.
The Teaser
The rollout of “Amazon Helios” is supposed to impact the food we eat, water we drink, and the places we live and work.
Whitney Tilson is one of the more prominent examples of a former hedge-funder turned investment newsletter writer after his fund hit the skids.
We have reviewed most of his recent teasers, including his DNA Titan Company and Gold 2.0 Stock, which produced picks that weren't half bad.
He's hoping this one will be a highly coveted multibagger.
The premise is that Nuclear Fusion technology is finally here.
Such claims have been made before, first by overzealous physics laboratories in the 1930s and 40s, then by the Soviets in the 60s, and by others in the 90s, when the world's first controlled release of fusion power took place.
Now, we're back at it again.
This time around, it's the United States' turn, with the Department of Energy (DOE) and National Nuclear Security Administration (NNSA) announcing the achievement of fusion ignition.
It's a step in the right direction for sure, but we're still chasing Q>1.
This is the coveted moment when a nuclear fusion reaction generates more energy than it consumes.
We're not there yet, but earlier this year Amazon made a move that could fast-track development in a major way.
That's the crux of this teaser.
Bloomberg estimates commercial Nuclear Fusion could create $40 trillion in wealth.
That's more than artificial intelligence, quantum computing, electric vehicles, and robotics, because it would, at least in part, help power all of these industries.
However, Whitney isn't telling us to go out and buy Amazon stock, instead he's promoting the shares of an under-the-radar stealth nuclear investment
The Pitch
All of the details on this stock have been laid out in Whitney's new report called The Nuclear Fusion Trailblazer.
A trial subscription to the monthly investment newsletter, Commodity Supercycles is needed to access it.
This costs $79 upfront for the first year ($499 regularly) and comes with a 30-day money-back guarantee, as well as access to Stansberry's Investment Advisory newsletter for a full year.
The Energy Holy Grail
These kind of setups happen once, maybe twice, per century.
Whitney is talking about “when an explosive energy breakthrough converges with a radical new technology.”
Unlike nuclear fission, which currently generates electricity at 440 nuclear power reactors around the world. Nuclear Fusion is far more powerful and clean.
It can create 20 to 100 million times more energy than coal, oil, or natural gas and, what's more, it produces no long-lived radioactive waste, which is the major argument against nuclear fission.
We already know that the act of combining atoms to form a single, heavier one that releases massive amounts of energy is hard, in a word.
This is where our protagonist, Jeff Bezos, and “Amazon Helios” comes in, kind of.
See, Amazon is spending north of $100 billion this year on building critical energy infrastructure to meet escalating AI demand.
Bezos is also an angel investor in several startups that are attempting to bring nuclear fusion to life.
Tilson thinks this will lead to:
Amazon and Bezos harnessing AI to solve one of fusion's biggest challenges
He may be onto something, as researchers from Princeton recently found a way to use AI to forecast potential instabilities in the fusion generation process, and prevent them from happening in real time.
So AI could be the key to the advancement of nuclear fusion and Amazon and Jeff Bezos' investments will go a long way to making it a reality.
Bottom line: it's only a matter of when, not if, something breaks through and Tilson's pick is “all in” on getting there first.
Revealing Whitney Tilson's “Amazon Helios” Nuclear Fusion Stock
We are given precious few clues about what this stock could be, but its better than nothing.
Here's what we know:
- Surprisingly, it's an oil and gas company.
- The company is an investor in not one but two nuclear fusion startups.
- It recently announced a plan to develop natural gas-fired power plants to provide U.S. data centers with the power equivalent to run over three million homes.
The last clue was telling, this is Chevron Corp. (NYSE: CVX).
- Chevron is the third-largest oil and gas concern in the world
- The multinational has participated in a funding round for TAE Technologies, which is working on commercial fusion power solutions and it made a Series A investment in Zap Energy, a startup developing modular nuclear reactors.
- Chevron has partnered up with GE Verona and Engine No. 1 to develop natural gas-fired power plants next to data centers.
Make 1,000x Your Money?
The first part of Tilson's teaser was a lot like the nuclear fusion timeline itself – long on promise, short on tangible results.
However, the second half, namely the “Amazon Helios” stock, salvaged some of it.
When it comes to the nuclear fusion story, it's the British who have apparently overcome one of the key hurdles associated with fusion energy…plasma stability.
Researchers at the UK Atomic Energy Authority (UKAEA) recently stabilized plasma for the first time.
That said, even these guys don't think fusion is likely to produce electricity until 2040.
Fortunately, it's a different story when it comes to Tilson's pick, Chevron.
The oil and gas producer is asset rich, profitable, and very reasonably valued at only 16x forward earnings. A classic value play, like the kind Tilson was known for back in his hedge fund days.
A downside is its sheer size, which weighs on margins and growth, but strategic acquisitions, like it's $60 billion takeover of Hess Corp. and investments in incubators as well as innovative technology startups via it's Chevron Technology Ventures, show that there's still something left in the tank.
Quick Recap & Conclusion
- Former hedgie Whitney Tilson is teasing what he calls “Amazon Helios“, and it's setting up one Nuclear Fusion Stock for historic gains.
- The connection between Amazon's monster AI infrastructure spending and the advancement of nuclear fusion power is easy to miss if you blink, but Whitney insists it's the missing key that will unlock it.
- A little-known nuclear investment is the way to play it and all the details on this stock have been laid out in a new report called The Nuclear Fusion Trailblazer. It's ours only with a trial subscription to the CommoditySupercycles monthly investment newsletter, which costs $79 upfront, for the first year.
- Fortunately, one telling clue was enough for us to reveal Whitney Tilson's Nuclear Fusion Stock for free. It's Chevron Corp. (NYSE: CVX).
- Commercially viable nuclear fusion power is at least a decade and a half away, even by conservative standards. Chevron's oil and gas business is producing profits and paying dividends today, while having some upside left in the tank.
Is AI the key to making nuclear fusion power a reality? Let us know what you think in the comments.