Something Big Is Brewing in AI and Energy
Editor’s Note: Good evening – Mike Burnick here.
When most investors hear “AI stocks,” they picture the same handful of names everyone’s already talking about. The obvious winners. The trades that have already played out.
But history shows the biggest gains rarely start there – they begin with companies hiding in plain sight.
That’s exactly what my colleagues Landon Swan from MegaTrends and Joel Litman, Chief Investment Officer at Altimetry, have been tracking.
Landon built a proprietary system that monitors millions of data points daily – tracking social media buzz, search trends, and web traffic – to spot real demand building in a stock before it shows up in price. Right now, that system is lighting up across AI energy, flashing the same pattern that preceded our 461% gain on Oklo.
Meanwhile, Joel has spent months digging into company financials to identify four little-known companies at the center of America’s AI buildout.
Together, they believe President Trump’s push to win the AI race could trigger a $23 trillion boom – and three powerful market catalysts are converging on July 10th to set it in motion.
Below, Landon makes the full case.
A 461% gain in 149 days.
That’s what my brother Andy and I delivered to our subscribers in the spring of 2025 – on a nuclear energy company most investors had never heard of.
The company was Oklo (OKLO). It develops next-generation nuclear reactors with the potential to help solve America’s power problem.
But here’s what really caught our eye.
Our Social Heat Score – a proprietary measure of real-world demand built from millions of data points across the web – had just hit 79. Scores above 70 are bullish. So this was a standout signal. And folks who acted on our recommendation made a lot of money.
But here’s the thing – the Social Heat Score doesn’t just help us identify winning trades. It also flags emerging themes and trends before they go mainstream.
And the rise of Oklo was part of a boom in energy stocks tied to the AI buildout.
Recently, I’ve been comparing notes with Joel Litman, the Chief Investment Officer at Altimetry, who has spent months tracking the same trend through company financials and earnings data.
If you’ve been reading Joel’s research, you already know this story. He’s been making the case for months. One large data center consumes as much electricity as 2 million homes. Hundreds more are in the pipeline and can’t yet get a grid connection.
It’s why the Department of Energy is projecting a 100x spike in blackouts by 2030. It’s why President Trump declared it a national emergency and launched what he called a Manhattan Project-scale initiative to fix it.
It’s also why I’m writing to you today.
The companies solving America’s AI energy problem aren’t just lighting up on Joel’s radar. They’re also showing up in the consumer trends data we track online. And compared to what we’re seeing now, the Oklo trade looks like a warm-up.
But before I get into what we’re seeing now – and how you can profit – let me tell you a bit about how Andy and I built our system.
The Social Heat Advantage
Most investors look at earnings reports, analyst notes, and the news cycle. They’re part of the picture.
But before a company reports a great quarter, people are already out there buying its products, telling their friends, searching for it online. The earnings report just confirms what was already happening. We wanted to measure that momentum while it was still building – before it showed up in the numbers.
So Andy and I built a system that tracks millions of data points every day across social media, search trends, and web traffic. Today, some of America’s top hedge funds and institutions pay as much as $750,000 a year for access to the research it produces.
We distill all of it into a single number for every company we follow – the Social Heat Score. Every stock gets a score from 1 to 100. Low scores mean sentiment is bearish. High scores – anything in the 70s or above – tell us that real-world interest is building fast enough that it’s likely to show up in the stock price.
Take Coinbase (COIN). In the months before the cryptocurrency exchange went mainstream with retail investors, our system was picking up a surge in social media conversations, search traffic, and purchase intent around the platform. Wall Street was still debating whether crypto was a fad. Our data showed something different entirely.
The stock climbed 445% after our recommendation.
Or take Robinhood (HOOD). Again, social sentiment was building well ahead of the share price. Retail investors were flooding onto the platform before the financial press caught on.
We recommended it. And the stock jumped 556% over the next 17 months.
That’s what the Social Heat Score does. It measures what people are actually doing and saying – before the market figures it out.
And right now, the signals we’re seeing across AI energy are among the strongest we’ve tracked in years.
Different Angle, Same Conclusion
Most investors don’t see it… because they don’t have the tools.
But our system shows that search trends are climbing on tiny companies linked to this trade. Website traffic is building. And investor and industry conversations accelerating.
As a result, Social Heat Scores are moving into bullish territory across the sector. It’s the same pattern we saw on Oklo, only playing out on a much bigger stage.
When I shared that data with Joel at a recent conference in Washington D.C., it turned out he’d been building toward the same conclusion from a completely different angle.
His system finds companies generating far more cash than their official earnings suggest. Ours finds sectors where real-world interest is building before it shows up in stock prices. His system and mine had landed on the same companies from completely opposite directions.
And on July 2, we’re going public with what we’ve found.
Together, we’ve identified four small, largely unknown companies sitting at the center of America’s AI energy buildout – businesses with the kind of earnings distortions Joel’s system flags and the kind of accelerating demand signals ours has been tracking for months.
These aren’t household names. Most investors haven’t found them yet. That’s exactly the point.
Three powerful market catalysts are set to converge less than a month from now. And the window to get positioned ahead of them is closing.
That’s why, on July 2 at 10:00 a.m. Eastern, Joel and I are hosting The U.S. A.I. Summit – and we’re revealing all four companies live, along with a fifth pick, completely free, just for attending.
Reserve your seat here. It takes 30 seconds, and it costs you nothing.
We’ll see you on July 2.
Cheers,
Landon Swan
Cofounder, MegaTrends