AI Stocks to Watch — Alternatives That Most Investors Miss Part 2

That’s a significant event if you think about... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy AI Stocks to Watch — Alternatives That Most Investors Miss Part 2 Keith Kohl | May 16, 2024 Every AI stock on our watchlist has been quietly worrying about the one thing that can bring their party crashing down. Naturally, I’m talking about the one thing that every single tech company needs to succeed: Energy. A few days ago, we delved into [an alternative AI story]( that hasn’t really hit the mainstream media yet; It’s a blindspot for many investors. While some massive players like Amazon, who have billions of dollars in their war chest to throw at projects like the 100% nuclear-powered data center that is going to be built in Pennsylvania, it’s going to take time to develop those ambitions. Truth is, every year that passes with more and more coal plants shuttering is simply a ticking time bomb threatening the AI boom. Fortunately, there’s another alternative that giants like Nvidia (NASDAQ: [NVDA]() have come to rely on to keep the power flowing. So let’s dive right into this AI rabbit hole… The Single Most Important Geological Discovery of Our Generation A tiny mining firm is at the forefront of mining the world's largest lithium deposit... And it’s NOT overseas in some politically unstable nation... Every single ounce of this record-breaking deposit is right here in America. With an estimated value of $1.5 trillion, it's about to launch this $5 stock into the stratosphere... [See the full details here.]( The Underdog Energy Stocks Powering AI Technology The long-time readers in our Energy & Capital investment community know full well that [natural gas]( is an underdog investment that will surprise investors in 2024. It doesn’t take much to see why, too. For the past 15 years, our glut of natural gas has led to some of the biggest opportunities for individual investors like us. The sudden surge in supply thanks to the shale boom is the reason why companies like Cheniere decided to reverse our LNG import facilities to allow U.S. natural gas to flow into global markets. That’s a significant event if you think about it. Up until the point that U.S. LNG exports started shipping out of [Sabine Pass]( way back in 2016, we were limited to using pipelines that could only transport our gas to Canada and Mexico. Essentially, the rise of U.S. LNG exports were an enormous investment opportunity, and early investors were greatly rewarded. However, it wasn’t just the global community that took advantage of the flood of supply. Here in the U.S., natural gas became the lifeblood of our economy. [Exploit Congress’ New Law for Easy Money…]( Congressed just passed a brand-new law. It’s an obscure provision in the Internal Revenue Code… Which allows in-the-know Americans to claim $7,882 every quarter — courtesy of the U.S. government. If your retirement nest egg is running on empty, then… [Click here to exploit this new law — 100% legal and ethically.]( I mentioned last time that 43% of our electrical generation came directly from natural gas. In fact, U.S. demand hit new record highs in 2023, averaging 89.1 billion cubic feet per day. Our thirst for natural gas has grown by 4% annually for the past five years. And you shouldn’t be surprised to learn WHERE we’re using that energy, either. Go ahead and take a look for yourself: [natural gas] As you can see, the largest growth is taking place in electrical power generation. Are you starting to see now? Bezos, Gates, Dalio, and Ma Racing to THIS Tech There is a $1.9 trillion energy race underway and one company is about to cross the finish line. Jeff Bezos, Bill Gates, Ray Dalio, and Jack Ma have already poured $2 billion into this technology... The company behind it is extremely undervalued... But not for long… In fact, I believe this company could deliver a windfall of as much as 46,018%. u have nothing to lose and everything to gain. [Click here now to find out how you can get in on the ground floor of this quantum leap technology…]( Ah, but there’s another side to this underdog story, dear reader. It’s not enough to simply look at one side of the fundamentals, see soaring demand, and then instantly dive in head first. You see, there’s been one major obstacle to a true natural gas comeback for nearly a decade — that pesky supply glut! When it comes to U.S. natural gas production, there’s been a bit of a double-edged sword thanks to surging oil production. So not only are we seeing areas like the Applachia region — home to the Marcellus shale — pumping out more nearly 36 billion cubic feet of natural gas every day, but associated gas production from oil wells has helped keep the glut going. As you might expect, that oversupply has crushed the price environment. Now queue the natural gas comeback… My readers know better than anyone that the cure for low energy prices IS low energy prices. With the brief exception of Russia invading Ukraine in 2022, the truth is that we’ve been spoiled on cheap natural gas here in the United States. It’s gotten to the point that companies have begun curtailing output to bolster prices. More importantly, U.S. oil production isn’t going to climb much higher from current levels, which means there won’t be much growth in associated gas production. And throughout these bullish supply catalysts, demand will continue to creep higher — the development of AI technology will ensure that much for us. But I don’t want you to think about where the natural gas markets are right now, but rather where they’re heading. If natural gas was booming right now, it’s all everyone would hear about in the media and investors looking to capitalize on it would be late to the party. You couldn’t really ask for a better buy, and I’m not talking about EQT Corp (NYSE: [EQT](), the largest gas producer in the U.S. in 2023; the stock is a little too expensive for my taste right now. Taking your time to uncover those hidden investment gems trading at attractive levels, you’ll find gas plays like Range Resources (NYSE: [RRC]() that are worth a second look. If that’s a little small for your taste, even the mega caps still hold some appeal. Last year, Chevron (NYSE: [CVX]() pumped more than 2 billion cubic feet of natural gas inside the United States, and investors can still pick up shares around 13 times their forward earnings today. Of course, that’s on top of the 4% annual yield you’ll also be getting from its dividend. We’re close to the turning point for natural gas, and it may turn out to be the alternative play on AI that bears the most fruit for early investors. Only time will tell. Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( [EAC ICYMI Header]( Oil to Skyrocket After UkraineAttacks Russian Refineries Ukraine just set fire to one of Russia’s largest oil refineries earlier this week. [oil storm] And they’re still attacking more of Russia’s refineries to block oil exports and cut off fuel supplies to Putin’s forces. President Biden is warning that these attacks could cut EVEN MORE global production... At a time when we’re already in the middle of a tight oil supply crunch... Causing oil prices to SOAR over the next several years... And putting investors right in the middle of a brand-new bull market. Right now you have the opportunity to profit before oil prices soar higher by getting in on the #1 oil stock of the decade. It’s a Canadian supplier that sits on one of the biggest oil patches in the world — with 2.2 TRILLION barrels’ worth locked under the ground. And that’s not all... You could also get in early on THREE small-cap producers in the Permian that are poised to make a killing as prices move higher. But you need to move quickly, because as this supply crisis gets worse and oil prices move higher... I doubt you’ll see another opportunity get in at these prices again. [Get all of the details here.]( [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. 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