Nuclear Demand Is Exploding. These 3 Stocks Could Still Double — Transcript

Full transcript

1. 0:00Today we are going nuclear. That's
2. 0:01because the demand for nuclear energy is
3. 0:03surging as the nation's race to improve
4. 0:05the supply of electrical power.
5. 0:07Especially with all the additional
6. 0:08demand from all those new AI focused
7. 0:10data centers. Consider this. A single
8. 0:13large AI data center can draw as much
9. 0:15power as a small city. And the companies
10. 0:17racing to build them need reliable
11. 0:19roundthe-clock energy that solar and
12. 0:21wind alone cannot promise. That is why
13. 0:22the biggest names in tech are suddenly
14. 0:24signing deals for nuclear power. But not
15. 0:26every nuclear stock is a screaming buy.
16. 0:29When you look at the biggest names of
17. 0:30the space, we're talking about Oaklo,
18. 0:31New Scale in all those uranium miners.
19. 0:34Our proprietary quant ratings model
20. 0:35gives them all failing grades. Truly,
21. 0:38they are bottom of the barrel when it
22. 0:40comes to their investment outlook. They
23. 0:41have big growth aspirations, but they
24. 0:43also have equally big, if not insane,
25. 0:45valuations that make them very
26. 0:48speculative and risky picks. So, here is
27. 0:50the best angle for us as investors. It's
28. 0:53about buying the companies that are
29. 0:54actually building out this new energy
30. 0:56supply. Now, I've spotted three earning
31. 0:58top ratings with stellar upside
32. 1:00potential. Even better is the recent
33. 1:01selloff in AI related names allowing us
34. 1:04to swoop in on these three timely buy
35. 1:06the dip opportunity. Think of it like a
36. 1:08gold rush. Sure, you can gamble on the
37. 1:10prospectors hoping to strike a rich or
38. 1:12you can own the company selling the
39. 1:14picks and shovels to all those miners,
40. 1:16right? The ones they have to buy. So,
41. 1:18today we are buying the picks and
42. 1:19shovels of the nuclear and AI power gold
43. 1:22rush, right? And we have three that make
44. 1:24the grade. So, be sure to stick around
45. 1:25all the way to the end cuz indeed I did
46. 1:27save the best stock for last. Our first
47. 1:29stock today is Generic with a symbol
48. 1:31GNRC. They are best known as a backup
49. 1:34generator company, but they also just
50. 1:36landed a whale of an AI customer that
51. 1:38changes the entire investment story. For
52. 1:40decades, Generic was that backup
53. 1:42generator in your neighbor's yard. The
54. 1:43thing that kicks on whenever a storm
55. 1:45knocks out the power. Heck, I'm putting
56. 1:47one in my yard this year as well. But
57. 1:49before I tell you more about Gener,
58. 1:51allow me to introduce myself for a quick
59. 1:52second. And I'm Steve Wright Meister,
60. 1:54but everyone calls me Righty. I'm a
61. 1:56partner at Wall Street Zen, where quant
62. 1:57rating system analyzes stocks that are
63. 2:00most likely to beat the market. And if
64. 2:02you find this kind of stock breakdown
65. 2:04useful, then do me a favor and tap that
66. 2:06like button. It tells the algorithm to
67. 2:07put more videos like this in front of
68. 2:09you in the future. Let's get back to
69. 2:11Generic and why it belongs in a video
70. 2:13about exploding power demand. An AI data
71. 2:16center needs enormous aroundthe-clock
72. 2:18backup power, and Generic just signed a
73. 2:20$2.4 4 billion supply deal with Amazon
74. 2:23for exactly this purpose. Now, Generic's
75. 2:26first big hyperscaler customer and it's
76. 2:28all of a sudden turns the company into
77. 2:30one of the most direct plays on the AI
78. 2:32buildup. Quite likely other customers
79. 2:34will be announced down the road. Yet,
80. 2:36even at this stage, the growth party has
81. 2:37already started with three impressive
82. 2:39earnings beats in a row putting
83. 2:40investors on notice. Looking ahead, Wall
84. 2:42Street uh experts expect 50% earnings
85. 2:45growth per year going forward, about two
86. 2:47and a half times the pace of industry
87. 2:49peers. Now, growth like that is nice,
88. 2:51but growth plus value is much, much
89. 2:53nicer. And that value shows up in many
90. 2:55places, including the low PEG ratio of
91. 2:570.8, almost half the valuation of the
92. 3:00average stock these days. Wall Street
93. 3:01analysts are definitely lining up behind
94. 3:03generic with 11 recommendations of buy
95. 3:06or strong bite. But even more impressive
96. 3:08are the fair value targets all the way
97. 3:10up to 80% above current levels. Let's
98. 3:12remember that most buy recommendations
99. 3:14come with target prices about 20 to 30%
100. 3:16higher. So with most analysts pounding
101. 3:19the table with fair value targets 40 to
102. 3:2180% higher from here, it tells you just
103. 3:24how bullish Wall Street is on these
104. 3:26shares. Let's remember that most buy
105. 3:28recommendations come with targets only
106. 3:2920 to 30% higher. So with most analysts
107. 3:32pounding the table for 4 to 8% upside
108. 3:34means Wall Street is very very bullish
109. 3:37on these shares. Now indeed the Zen
110. 3:39ratings is powered up on generic as well
111. 3:41scoring the top 4% of all stocks leading
112. 3:43to that elite a rating. Now, I should
113. 3:45note that I added generic to my Zen
114. 3:47Investor newsletter portfolio, which
115. 3:49features the top 20 stocks for the long
116. 3:50haul. You can learn more about it by
117. 3:52doing a Google search uh Zen investor
118. 3:54Steve Wrighter and find out more about
119. 3:56my newsletter. As for the component
120. 3:58grades, that party starts with a top 17%
121. 4:01showing for safety, followed by top 11%
122. 4:03for financial strength. And the standout
123. 4:05grade is growth all the way up to the
124. 4:07top 2% of all stocks. Now, this bodess
125. 4:09very well for more growth and more
126. 4:11earning speeds ahead. One risk worth
127. 4:13naming is the consumer side of their
128. 4:15business which accounts for more than
129. 4:16half of their sales. Now that demand can
130. 4:18swing with what's happening in the
131. 4:20storms around the country and certainly
132. 4:21the health of the economy. But the AI
133. 4:23growth driver is real and Amazon just
134. 4:25put on their seal of approval. This
135. 4:27points to 50% expected earnings growth
136. 4:29which you can now buy for a very
137. 4:31discounted price. Insights from Wall
138. 4:33Street analysts and the Zen ratings
139. 4:34further increase the odds of this
140. 4:36stock's future success. Now you got to
141. 4:38determine if you want to power up your
142. 4:39portfolio with these shares as well.
143. 4:41Now, before I get to our next energy
144. 4:42pick, here's something that might
145. 4:44interest you. I put together a list of
146. 4:46three stocks that could double in the
147. 4:47coming year. Now, I located them using
148. 4:49the same Zen rings model I used to
149. 4:51review the stocks in this video today.
150. 4:52You can get these three tickers for free
151. 4:54just by visiting wall
152. 4:55streetzen.com/double
153. 4:57or scan the QR code coming up on your
154. 4:59screen or clicking the link down in the
155. 5:01description below. Just pause the video
156. 5:03for a moment and be sure to claim those
157. 5:04three stocks. Now, let's roll on to our
158. 5:07second attractive stock in Sterling
159. 5:08Infrastructure with a symbol of STRL.
160. 5:10Now, when you pull with a price chart,
161. 5:12it looks like an absolute train. We're
162. 5:14talking about a stock that is down about
163. 5:1565% from its all-time highs. Most
164. 5:18investors will see a chart like that and
165. 5:20start running the other way. Now, I see
166. 5:22a quality company that just went on
167. 5:23sale. So, let me show you why to
168. 5:25consider it. Now, Sterling does all the
169. 5:27groundup site work for data centers.
170. 5:29We're talking about the foundations, the
171. 5:30earth work, and the heavy duty
172. 5:31underground electrical that has to go in
173. 5:34before a single server rack shows up.
174. 5:36Every new AI campus in the country
175. 5:38starts with this necessary work. And
176. 5:39Sterling is one of the companies on the
177. 5:41short list for these vital projects. And
178. 5:43because the hyperscalers have years of
179. 5:45data center build out still ahead of
180. 5:47them, that work is not just a one-time
181. 5:49windfall. It is a pipeline that keeps
182. 5:51refilling quarter after quarter. To put
183. 5:53it bluntly, business is absolutely
184. 5:55booming. Proof of this shows up in
185. 5:57spades. given nine straight quarterly
186. 5:59earnings beats. Now, the most recent of
187. 6:01those showed greater than 100% uh
188. 6:04earnings growth year-over-year. And
189. 6:05right now, their pipeline of projects
190. 6:07calls for more good times ahead. Now, a
191. 6:09quick ass before I spell out the rest of
192. 6:10the sterling story. Quite simply, if you
193. 6:12are getting value out of this video,
194. 6:14then please hit that subscribe button.
195. 6:16That's because I publish data driven
196. 6:17stock analysis like this every single
197. 6:19week, then I'd hate for you to miss the
198. 6:20next one. So, be sure to subscribe now.
199. 6:23Indeed, Wall Street is pounding the
200. 6:24table on sterling shares. All five
201. 6:26analysts covering the company give it a
202. 6:28buy or strong by recommendation. This
203. 6:30includes an average fair value target
204. 6:32pointing to 100% share price gains in
205. 6:34the year ahead. Note that the top
206. 6:36analyst Brent Theelman and over at
207. 6:38Oppenheimer has a street high target
208. 6:40calling for more than, get ready for
209. 6:41this 160% upside in the year ahead. Now,
210. 6:45we're going to pop the hood on this
211. 6:46stock with our Zen ring quant model. All
212. 6:48in all, we review every stock across 115
213. 6:51different fundamental, technical, and AI
214. 6:53factors. And that all gets boiled down
215. 6:55into one intuitive letter grade of A to
216. 6:56F. Indeed, the higher the grade, the
217. 6:58higher the expected returns, right? So,
218. 7:00we want a portfolio filled with more
219. 7:02A-rated stocks. Further, we show seven
220. 7:04component grades for every stock
221. 7:05covering areas like value, growth,
222. 7:07momentum, and more. Sterling was
223. 7:09recently upgraded to A, which is our
224. 7:10strong buy recommendation. That comes
225. 7:12from scoring in the top 5% of all stocks
226. 7:15after that full 115 fact review. Most
227. 7:18certainly the component grades help
228. 7:19spell out the strength of this firm
229. 7:21starting with the top 10% showing for
230. 7:23sentiment. This tells you the smart
231. 7:24money crowd is already leaning into
232. 7:27sterling. Financial strength is even
233. 7:29better in the top 6% and the standout is
234. 7:31growth in the top 5% of all stocks we
235. 7:34analyze. Now note that strong scores for
236. 7:36growth and financials is the best
237. 7:38whisper of more earnings beats on the
238. 7:40horizon. The biggest risk here is
239. 7:42customer concentration. Sterling's uh
240. 7:44boom rides on a handful of hyperscalers
241. 7:46and their capex budget. Now, so if any
242. 7:49of them taps on the spending break,
243. 7:50Sterling will feel that pain. Now,
244. 7:52there's a reason why they are on a nine
245. 7:54quarter earning speed streak and a
246. 7:56reason why some analysts are calling for
247. 7:58up to 160% share price upside potential.
248. 8:01And there's also a reason why they score
249. 8:03so highly in the Zen rings model. Now,
250. 8:05it's time for you to consider if there
251. 8:07is good reason to add it to your
252. 8:08portfolio. Before we get to the last
253. 8:10stock, one quick thing for you. If you
254. 8:12want to stay a step ahead of the market,
255. 8:13then join me live every Monday. That's
256. 8:15when I share my updated market outlook
257. 8:17and trading plan to outperform. It's
258. 8:19also when I unveil my trade of the week
259. 8:21based upon our proven zings quant and my
260. 8:23greater than 40 years of investing
261. 8:25experience. It's a free event, but you
262. 8:27do need to register. Just claim your
263. 8:29spot now at wall streetzen.com/live
264. 8:31or click the link down description below
265. 8:33or scan the QR code that's popping up on
266. 8:35your screen. Now, even if you can't join
267. 8:37me live this Monday, you should still
268. 8:38sign up. That's because we send replay
269. 8:41emails to all registrants to watch
270. 8:43whenever it's more convenient. Now, just
271. 8:45pause the video for a moment to sign up
272. 8:47and I look forward to seeing you there
273. 8:48on Monday. Our third and final stock is
274. 8:51similar to Generic in terms of energy
275. 8:54storage, but they are riding an even
276. 8:55more impressive earnings beat streak of
277. 8:57nine quarters. That brings us to the
278. 8:59bull case for Encus with a symbol ENS,
279. 9:01which is the highest rated stock in the
280. 9:03video today. Energy makes the stored
281. 9:04power behind the digital world, the uh
282. 9:07industrial batteries, the backup
283. 9:08systems, and the grids scale energy
284. 9:10storage that keep data centers,
285. 9:12utilities, and telecom networks running
286. 9:14when the lights would otherwise flicker.
287. 9:16Now, it recently rolled out a new
288. 9:18lithium storage system built
289. 9:20specifically for the kind of massive
290. 9:22variable power loads that AI creates.
291. 9:25Every AI data center needs this layer to
292. 9:27be operational 24/7. This is absolutely
293. 9:30essential gear. And that essential
294. 9:32nature explains the nine quarter
295. 9:33earnings beat street. It also explains
296. 9:35why earnings growth has ramped up to 75%
297. 9:38year-over-year. And that even with all
298. 9:40that exciting growth on hand, shares
299. 9:42still got caught up in the recent AI
300. 9:44sell-off. We can buy Nersys at a juicy
301. 9:4735% discount from the recent highs. Now,
302. 9:50the most surprising thing about Nersus
303. 9:51is why Wall Street only has two analysts
304. 9:54on the case when they have so much
305. 9:55growth and excitement behind these
306. 9:57shares. Gladly those two analysts are
307. 9:59wildly bullish on Nersys. This includes
308. 10:01a top rank analyst who sees a full 70%
309. 10:04upside for shares in the year ahead.
310. 10:06Now, as often is the case, other
311. 10:07analysts will climb on board a growth
312. 10:09stock like this over time. And each new
313. 10:11buy recommendation will act as a
314. 10:13catalyst to push these shares higher. I
315. 10:15already stole a little thunder from this
316. 10:16section when I told you earlier this the
317. 10:18highest rate stock in the video today.
318. 10:20That's because after the complete 115
319. 10:22factor review, they score in the top 1%
320. 10:24of all stocks. Now to be clear, I am
321. 10:27saying it is more attractive than 99% of
322. 10:29the stocks in our universe, right? So
323. 10:32it's technically labeled as A-rated just
324. 10:34like the others we talked about today,
325. 10:36but in top 1% saying A+ is much more
326. 10:39accurate. Now, as you would expect, the
327. 10:41component grades are stacked in their
328. 10:42favor starting with the top 15% showing
329. 10:44for growth. Sentiment is nicely higher
330. 10:46in the top 8%, which again is our smart
331. 10:48money indicator, and the uh AI factors
332. 10:50in the top 7%. Now, a quick word on that
333. 10:52one. is not a gauge of how much AI the
334. 10:55company's using. It's the part of the
335. 10:57model that uses machine learning to spot
336. 10:59patterns pointing to future
337. 11:01outperformance. Right? It's a timeliness
338. 11:02indicator. Coming down the home stretch
339. 11:04is the top 2% score for financial
340. 11:06strength, proving this is a generally
341. 11:08well-run company. The finale is the top
342. 11:091% showing for value. This is based on
343. 11:1121 different value measures. So truly
344. 11:14this is a value stock from every
345. 11:15conceivable angle. The main risk is
346. 11:17cyclicality. Energy sells into
347. 11:20industrial and data center capex. And if
348. 11:22spending cools down the road, then
349. 11:23shares will slump. That is not much of a
350. 11:26risk at the moment. Instead, we have an
351. 11:28earnings momentum uh stock riding a nine
352. 11:30quarter earnings beat streak with a top
353. 11:321% showing for the Zen ratings with
354. 11:34strength and growth value and the AI
355. 11:36timeliness factor. What a perfect pick
356. 11:38to end our [clears throat] video with
357. 11:40today. So, there you have it. Three
358. 11:42companies actually building, powering,
359. 11:45and supplying the nuclear and AI energy
360. 11:47boom. All with excellent growth
361. 11:49outlooks. All scoring highly from the
362. 11:51coveted Zen rings quote model and all
363. 11:53shockingly at discounted prices after
364. 11:55the recent AI sell-off. Now is a good
365. 11:56time to remind you that Zen rings are
366. 11:58updated daily on the quote pages on wall
367. 12:00streetzen.com. So if any of these stocks
368. 12:03appeal to you, then wise to do your
369. 12:04research on the website before making
370. 12:06your final decision. Be sure to bookmark
371. 12:08wall streetzen.com now on your browser
372. 12:10for all your future stock research
373. 12:12needs. Now I want to hear from you.
374. 12:13Which of these three stocks do you like
375. 12:15the best? And is there a nuclear or
376. 12:17power stock I didn't mention that you
377. 12:18think deserves a look in one of my
378. 12:20future videos? Share it all with our
379. 12:22community in the comments section below.
380. 12:23And if you want to keep finding timely
381. 12:25stocks, then watch my recent video
382. 12:27featuring three high convection stocks
383. 12:28with near-term catalyst. Now, check it
384. 12:30out. It's the video that's popping up on
385. 12:32your screen right now.