This is Bigger Than Palantir & Nvidia. These 5 Stocks Win the Next AI Boom

Added: 2026-05-31

[00:00:00]If you watched our videos nine months ago, you watched Winston here call the biggest energy trade of the AI boom months before it hit front page news. We told you to look at nuclear Ollo new scale non-nuclear all those guys. And what happened? Well, Olo more than tripled. New scale nearly doubled.

[00:00:20]Nanuclear screamed up over 115% in a matter of weeks. And then guess what?

[00:00:27]Every single one of them crashed. Oklo gave back 65% of those gains. UK scale collapsed about 80%. Nanuclear got cut roughly in half. So the thesis was right. The companies are still building reactors for a data centers, but the wrong timing destroyed people who held too long or waited and got in too late.

[00:00:52]So today I'm going to show you something that I think is going to be bigger than Palunteer which we started talking about at about 20 bucks bigger than Nvidia.

[00:01:01]Five stocks I believe when the next leg of the AI boom. And this time I'm going to give you a framework that I use so hopefully you can give back the gains when the music stops. And if you're looking at a chart like this where first time we talked about this was in May last year and the thing went up, you know, 200% or something, but actually you're still in this and you're down a lot because maybe you bought it not exactly where I was talking about it based on rules. Maybe you bought it out there. So maybe you're down 70% right now. I bet you're pretty frustrated. And if this has happened to you on some scale with any stock, put the stock ticker in the in the chat. Um, and it'll sort of make us a, you know, bag holders anonymous group here. And honestly, it'll help people because people will realize it's not just me. It's not because you're stupid. It's because you haven't been taught the right skills.

[00:01:55]So, if it's frustrating for you to buy too late or to sell too late, I'm going to do something for you this weekend that I've never done before and I might never do it again. I'm going to teach you for two hours for no charge how to avoid those big painful losses.

[00:02:13]>> Winston, come here. Come, come, come, come, come, come, come on here. Come here. Sit, sit, sit, sit.

[00:02:18]>> And Winston will be that. We're going to run a live workshop and he's so annoyed by people losing all this money unnecessarily that he's turning his back to us. It's going to be all held on Zoom. It's called How to Fix Bad Timing once and for all. And I'm going to teach you how Wall Street handles this better than us retail investors do. So get your free seat at fixinvesting.com.

[00:02:40]Yeah, fixinvesting.com. That's the that's the mission here. And by the end of this video, you'll have the five stocks that I believe lead the next leg of AI and hopefully the discipline to avoid getting destroyed, at least if you show up on the weekend. And the thesis is simple. AI is the most powerhungry technology humans have ever invented.

[00:03:00]The world simply doesn't have enough electricity to feed it. That's it. Now writes the software and build Nvidia builds the brains but neither one works without electricity and the US grid is buckling. So imagine imagine this for a make it simple. Imagine your child built a giant Lego city. Beautiful, massive, lights, train, some sort of thing. And then you realize they plugged it all into an outlet. Say you sort of electrified it and then the breaker blows. That outlet is the US grid. And those Legos are data centers. And the breaker is blowing already. Now, everybody is saying they want to buy the shovel in this AI gold rush, right? But the smart money is now not asking what are the shovels, the chips. The smart money is now asking where do the shovels get sharpened? Where do they get powered? So Nvidia is the obvious shovel. But these five companies here, they are the pickaxe sharpener and the bloodstream that keeps everything including Nvidia alive.

[00:04:09]Without electricity, your Nvidia chip that's, you know, thousands of dollars is uh is about as useful as, you know, this cup. And US data center demand is going to grow four times in the next four years. And there is literally no scenario solar, wind, batteries combined that fills that hole in time. The only 247 base load answer is unfortunately nuclear. I say unfortunately I'm not a huge fan of stuff that sort of pollutes the world forever. But it's carbon neutral. There we have it, right?

[00:04:44]Everything is going to be just fine.

[00:04:46]Just a little little bit of sort of Homer Simpson radiation. But retail investors look at chips because chips are sort of easier to understand. So for those of you frustrated want to know what the stocks are, I'm just going to give them to you quickly. Uh, it's Nanuclear, it's Ollo, it's SMR just called New Scale, it's Vcore, and it's Vertive Holdings. Here they are. Take a screenshot. One, two, three. Now, for those of you who actually want to learn how we pick them and why we pick them, we're going to run through the framework for it. You always in step one want to identify the bottleneck. Always ask what's the constraint to this current bullcase scenario like what are we missing here? And in AI right now, the constraint is definitely no longer chips. Still there, but it's not the big thing. It's not data. You got plenty of that. It is power. So you know the bottleneck and therefore you have an idea of where the money is going to flow next. And every bottleneck has a set of companies that solve different parts of that. So for the AI energy story, you can kind of draw a pyramid or something like that with layers, five layers. So if you had a pyramid that looked like this, your base layer is basically fuel and logistics like who delivers the uranium and the plutonium to the nuclear plants, right? The layer above that is who actually builds the reactors. I've got it on the left here a little bit cleaner and clearer. And then the layer three is who's allowed to actually build them right now? Who's licensed to do that? Right. And then you've got that's your layer three.

[00:06:29]Layer four is who turns electricity into something that a chip can use. So this is sort of your your convo, your conversion. And then layer five is the data center infrastructure. Like who does the actual cooling and the power of the actual buildings? That's the top.

[00:06:53]And if you only buy one layer, you're kind of gambling. If you own all five, you own the value chain, you're quite likely to be right. Now, I'm not a financial advisor. I'm not telling you what to buy. I'm just sharing my research with you. By the way, I know this is fairly fairly in-depth packacted. So, there is a free research doc that comes with this video. Just to make sure all of this information lands for you, you can download that at felixfriend.org/nuclear.

[00:07:20]Free link down below as well. So after you grab yourself a seat for the free training on the weekend so you no longer you know give back all your gains u watch read that report as well. And what we're going to go a lot deeper on on the weekend is there are patterns to the market. In fact there are four patterns to the market. I'll show you an example here with with SMR for example or maybe with Olo because it's kind of cleaner you know made us a lot of money even since the video last video came out on Olo this thing went up 60% right now you'd be looking at a negative but that's only if you held on to it which I believe is a mistake with things like this. So what have we got? We have a base pattern. That's your number one base. You then have a very distinct climbing pattern. I call it climbing.

[00:08:15]Winston likes to climb. And then you kind of top out. Uh I I only call a sort of tired pattern. This one's quite shortlived. Sometimes they're a little bit longer. And then what happens? Well, you collapse, right? And you collapse faster than you go up by usually. Why?

[00:08:31]Because if you ever climbed the mountain, it takes longer to go up than if you can run down. Assuming you can run down. It's not true for all matters.

[00:08:38]But this is your this is your downhill effect. So where are we right now? Does it remind you of something? Does it remind you perhaps of the base scenario?

[00:08:49]Because you get to a point where everybody who wants to sell has actually sold and then you find a new sideways pattern where the next opportunity potentially lies. If you understand it now, would I buy right here, right now?

[00:09:04]No. I'd wait a little bit. And again, a lot more detail on that. join me on the weekend because it's going to take a little bit of time to teach you all this. But the mistake I see retail investors do again and again and again and we've taught like 25,000 of them is they buy somewhere here. They buy very late in the climbing phase and then they hold or they might even average down as the stock is collapsing and that's usually very very painful. So they get crushed.

[00:09:35]We don't do that. Our goal is to buy approximately somewhere there and then to sell approximately there. Now note we do not buy the bottom, we do not sell the top. That's ludicrously. But we aim to do something that is not soul destroying which it is what most people are doing right now. So you want to learn that come and join me on the weekend. Here is the link again.

[00:10:02]Fixinvesting.com right? It is out absolutely free. We're going to have a blast. Uh bring yourself a mug of hot chocolate or something. Uh pen and paper and and we're we're going to go for about 2 hours and and and go pretty deep. It is intended for beginners though I I should highlight that. So don't be intimidated if you are newish to this or you've been doing this for a long time but you're still frustrated by those big losses. Also come and join me. Now let's start with a stock numero uno nanuclear.

[00:10:31]And most people think they are building teeny tiny cute nuclear reactors, which is sort of half the story. They just acquired a company called Secure Transportation Services, 13 million bucks. It's the company that physically moves spent nuclear fuel and reactor components. Now, why is that important?

[00:10:53]Well, imagine the entire small reactor industry is, you know, about to I was going to say explode. Perhaps not the best phrase, but every single reactor needs fuel delivered, right? And every single reactor needs spent fuel taken away from it. Nania Nuclear just bought the delivery truck for the entire industry. So in the gold rush, the people who got richest were not the miners. They were Levi Strauss selling jeans and the railway companies hauling the gold out. Right? Nan nuclear basically just bought the railway. And if you look at the stock right now, what do you see? Well, maybe you don't see anything at all yet, which is also completely fine. Um, but I see a basing out here happening and a temptation to perhaps actually start climbing again, right? The way it did over here and then it climbed very, very nicely. And then this whole thing was one big downtrend, topped out at the top here. So that's kind of looking interesting. Right now, Financials, they've got no revenue, zero revenue, but they do have about $550 million in cash, which is enough to survive a fairly long winter. Now, these are all, like any stock, high-risk plays, so don't bet the farm on it. It's also something we're going to touch on on the weekend if you join me at fixinvesting.com.

[00:12:15]But let's look at stock numero dos oklo probably the most controversial and that's kind of why I like it. US Department of Energy selected Ollo for advanced negotiations under the surplus plutonium utilization program which makes me sleep better at night. Now the US government has a giant pile of plutonium sitting in a storage that's costing taxpayers money. Ollo got picked to use that plutonium as fuel. So the government is literally giving Ollo a head start and the co puts it this way.

[00:12:52]He says it's the pathway to use existing surplus materials as bridge fuel for advanced reactors to bring more reactors online sooner. Okra has a partnership with Meta, Nvidia, Equinex, big pipeline, biggest tech company on Earth, want their reactors and they're sitting on about two and a half billion in cash.

[00:13:13]So, they're not going to run out of money at any time soon. And if you look at the stock, we just looked at it, didn't we? Starting to see that base pattern, right? Where you kind of going sideways, heartbeat pattern, I also call it, but it's also pre-revenue. First re reactor is meant to come out around July 2026. That's a test reactor. Really critical milestone. Commercial deployment is still ages away. But these stocks have violent runs up and then they have violent collapses down. That's the thing you need to understand if you're investing in growth stocks. Now stock as the French will say is new scale power ticker symbol SNR and they got destroyed in early 2026. I mean really really destroyed. Look at the chart here uh from well from the top this thing's down like 80%. So what do they do? Well, they're the only company in the United States with nuclear regulatory commission design certification. Say that three times really really quickly um for you know small reactors. So it's a piece of paper and why why does it matter? Well, imagine there 50 companies who want to sell uh hamburgers but only one has a permit from the city. So even if that company was struggling, they have a head start that will take other companies ages to get and a lot of money. Have real customers, Tennessee Valley Authority, Romanian Road Power Project, but these things get deployed likely in 2032 to 2033 if everything goes all right. It's a pretty long timeline. and their largest shareholder floor corp sold most of her stake which creates tremendous selling pressure which we the stocks down now why is that a positive well once a seller is gone the fresh supply kind of clears up and one thing that I quite like on this chart right now and again we're going to dive a lot deeper into that if you join me on the weekend of fixinvesting.com is that volume as we were going down was sort of pretty flattish on the rally up we saw a lot of volume, flattish volume, and then here on the little recovery, we saw a great big volume spike there. And it's sort of saying to me, people are looking to accumulate this. I'm not saying it would definitely go up. I haven't got a crystal ball. It's still trending down, right? The high here, that high there, this high here. It's still trending down gently. So, it's still a little early, but it's definitely one for my watch list, which is where it sits right now. And then in our fourth layer, the power converter, right? It's the really boring one. And boring is often where the smart money sits. Vor designs power conversion modules. Um, teenytiny chips that take electricity from the wall and convert it into the voltage your Nvidia GPU would like to consume. So basically no chip will run without one of the bicos little converters. They've lifted their revenue guidance which is a good thing. They signed a new licensing deal for their power system technology which gives them more revenue royalties which is sort of the best best business model really. And unlike the Olos and the new scale new scales, Vikor is actually profitable today, not you know mñana. They've got real customers, real margins, kind of boring, but also pretty important. And the stock is kind of a winner as you can see. Now, does that mean it's too late, it's all over? No, not necessarily. We often Well, statistically, something that's at alltime highs is more likely to go up than down. Well, unless it's some sort of crazy meme squeeze, but I think it's an interesting one for our list. Now, the fifth layer, final name, Vertive. So, Vicor is the adapter.

[00:17:16]Vertive is the entire electrical room and air conditioning system for the building. What do they do? Well, they build cooling systems, power distribution, and thermal management for AI data centers. Because AI data centers, say an Nvidia chip running 24/7, it gets hotter than a stove top burner. Now, put a 100,000 chips in a data center. Without vert, every AI data center will literally melt. There's sort of the what's you know what Cisco was to the internet boom. That's what these guys are. customers Microsoft, Amazon, Google, Meta, they don't care who wins the AI race. They sell to all of them and they're generating free cash flow.

[00:18:04]Their revenue is actually growing. They are profitable. So this your fifth layer sort of the own the building play. Now it's hasn't crashed as much as the other ones. So it is up there interesting perhaps parallel here. I haven't got a guarantee that it's going to rebound obviously, but it is an interesting level here on that moving average that we tend to look at. So, if we put all of this together, all together now, you know that thing, what was that song? All together now. I should I should play that.

[00:18:36]We've got now the nuclear, they deliver the fuel. Ollo designs the nextG reactors. You know, those cute fuzzy little reactors that you'd like to have in your backyard. Yes, you would. And you want your children to play around them. Absolutely. Because it's carbon neutral. It's good for the planet.

[00:18:52]Um, new scale is your licensed first mover. VCore converts the power for the chip. And Vertive runs the entire data center center building. Essentially, that's your full value chain in five tickers. Now, how do we avoid the mistake lots of people did last year?

[00:19:08]Well, the brutally honest part is this.

[00:19:10]Everything I just showed you is absolutely useless if you buy at the wrong time, hold past the top, or panic at the bottom. So people got the right idea in 2025. They got the timing completely wrong. And there are three disciplines that would probably have saved you by only in that upwards pattern, not when it's topping out at the top, not when it's falling down because cheap is uh is is is scary.

[00:19:39]Position size is going to be right for as asymmetry. If a stock goes up 5x and you have 2% of your portfolio in it, well, that's still now 10% of your portfolio. So, you want a position small, quite likely even smaller than that. But if you put 30% of your portfolio into something like this and it goes to, you know, zero, then you're crying and your retirement gets delayed by years. I mean, I joke about it that it's actually very very serious, which is why I do what I do here because something that I believe is avoidable at that level. So, you want to have a written exit rule before you enter. But people really fail because they sell well, they buy on emotion and then they sell on emotion or they never sell at all. They sort of freeze, which is a natural reaction.

[00:20:27]So, position sizing, timing. I don't mean perfect timing. Nobody knows exactly where the bottom or the top is.

[00:20:33]That's idiocy. But we can avoid getting things terribly wrong by having really good risk managements. So if you got some value out of this or you're just tired of holding things for too long till they become very heavy bags dragging you down. Um come and join us on the weekend live first time ever. How to fix bad timing once and for all is what I call the the workshop. You can sign up to it absolutely for nada.

[00:21:01]It's free at fixinvesting.com. We're going to have fun and you're going to walk away with skills you you don't already have. Um, and that's ultimately what it's about. It's the realization that investing isn't about the latest stock tip. It's about building skills that allow you to make better decisions with less risk, potentially more upside in a responsible way. And and that's really the mission here is to bring you that. So, people always ask me like, "What what do you what do you do?" And I I always say, "Well, have you ever held a stock that then went down like 30%, 50%, 70%, and made you feel like hell?"

[00:21:40]And people go, "Yeah." I'm like, "Well, I teach people how to never have that happen to them again so that they can have a more peaceful life, a happier life, sleep better, potentially retire earlier." That's really the goal. Spread the joy. And why? Because I've been there. I've done it. I've done the same thing as you. first investment went down like 50%. And I was lucky I learned it because I happened to become a banker fairly randomly. So I got access to information and insight that most people never get access to. So come and join us on the weekend, learn the skills, share this with people. That's the only thing I'd ever ask uh because it helps us to reach more people, make a bigger impact, change more people's lives. I wish you all the best.

[00:22:24]Six politicians, Republicans and Democrats, are quietly buying the same stock right now. And people who can't agree on literally anything agree on a stock. It's something that I don't want