Jeff Brown’s “105X” Energy Prediction: 4 Stocks Revealed!

Famous stock picker Jeff Brown claims America's on the verge of a massive nuclear energy boom that could create some of the biggest investment opportunities of the next decade. And the former tech executive, who says he recommended Nvidia back in 2016 before it's incredible run, believes he's identified four stocks positioned to benefit in his latest presentation. His argument is that the artificial intelligence revolution has created an enormous problem. America simply doesn't have enough electricity to power it. And with companies like Google, Microsoft, pouring billions into new energy projects, Brown believes we're entering what could become a multi-trillion dollar investment opportunity. The four stocks he claims that could benefit from this 105X trend is a major uranium producer, a nuclear reactor manufacturer, an American energy company, and a little-known AI infrastructure business. But to get their names, he wants you to subscribe to his $179 investment newsletter. Well, you won't have to pay him anything because in this video I'm going to reveal all four stocks for free, examine the investment opportunities, and ultimately determine whether or not any of them are worth buying at their current prices. There's lots of stocks to uncover, so we're just going to jump right into it. Here are the clues for the first stock that Jeff Brown is hinting at, which he calls the fuel of the AI age. He describes a company that's the largest uranium producer in the western world with contracts to deliver more than 28 million pounds of uranium annually over the next five years. Earlier this year, it also signed a massive $2.6 billion dollar agreement with India to supply uranium for its growing nuclear industry. But here's the biggest clue. This company owns 49%of Westinghouse, one of the world's largest nuclear technology companies, which is involved in an $80 billion dollar initiative to build new reactors in America. This is Cameco Corporation, ticker CCJ. Cameco is a Canadian company and one of the world's largest publicly traded uranium suppliers. And unlike some of the speculative nuclear stocks we've seen explode in popularity. Cameco is an established business with real revenue, profitable operations, and decades of experience. Its primary business is mining uranium, which is then processed into fuel for nuclear reactors. And with countries around the world looking to expand nuclear power, demand for that fuel could increase significantly. But what makes Cameco particularly interesting is its ownership stake in Westinghouse. Westinghouse provides technology, equipment, fuel, and maintenance service to nuclear power plants around the world. So Cameco benefits not only from supplying uranium, but also from the broader expansion of the nuclear industry. Financially, the company generated 3.5 billion Canadian dollars in revenue last year, and its balance sheet remains strong. So there's a lot to like here, but there is one major problem. And that brings us to my biggest concern about Cameco, the valuation. At around $79 per share, Cameco has a market capitalization of approximately $34 billion. And despite already pulling back substantially from its highs, the stock is still trading at roughly 50 times forward earnings. That's an enormous premium for a company operating in an industry as cyclical as uranium mining. Now, I understand why investors are excited. Nuclear energy is making a comeback, and uranium demand could increase considerably, and Cameco is one of the best positioned companies to benefit. But there's a difference between a great business and a great investment. And when you're paying this kind of valuation, you're already assuming that a tremendous amount of future growth will materialize. If uranium prices weaken, nuclear projects get delayed, or earnings don't grow as quickly as investors expect, the stock could experience a significant correction. And that's especially important because Cameco's earnings can fluctuate considerably depending on uranium prices, contract deliveries, and its Westinghouse investment. Now, long-term, I think Cameco is definitely a company worth investing in. It has established operations, valuable assets, and a strong competitive position, and exposure to one of the most important energy trends of the next decade. But I would need a much more attractive before putting my money into it. My final verdict on Cameco is pretty simple. Great company, bad price. It's going on my watch list, but at today's valuation, I'm passing. I'm going to reveal the rest of the stocks in 15 seconds, but before I do, I want to tell you about my free report on the top 10 stocks to buy and hold right now. These are companies I believe have the best mix of strong long-term potential and growth. When you're done watching, click the link in the description, enter your email, and I'll send it straight to your inbox. Now, let's move on to the second stock. In the presentation, Brown describes a company whose history stretches back more than 130 years, all the way to Thomas Edison. Today, its technology is involved in generating roughly 25%of the world's electricity. But Brown is particularly excited about its small modular nuclear reactors. One of these reactors is already under construction in Canada, and the company is involved in a massive $40 billion nuclear energy initiative in America. And perhaps most impressive, it has an enormous $176 billion order backlog. This is GE Vernova, ticker GEV. GE Vernova is one of the largest energy equipment manufacturers in the world, and while Brown focuses heavily on nuclear energy, that's actually just one part of its business. The company manufactures gas turbines, wind turbines, electrical grid equipment, and nuclear technology. Through its partnership with Hitachi, it's developing the BWRX-300 small modular reactor, which could become an important part of America's nuclear expansion. But what I really like about GE Vernova is it doesn't really need nuclear to be successful. AI data centers need electricity right now, and that creates enormous demand for the company's gas turbines and grid infrastructure. And we're already seeing that show up in the financial results. Last quarter, revenue increased 22%to 11.1 billion, while new orders surged 88%to 24.2 billion. That brought the total order backlog to approximately 176 billion. So this is a company that's already benefiting tremendously from the AI infrastructure boom. Now, long-term viewers of the channel know I've loved GE Vernova for quite some time and I've recommended it multiple times on this channel throughout the years. And my opinion on the underlying business has not changed. GE Vernova is one of the best positioned companies to benefit from America's growing electricity demand. Because whether that electricity comes from natural gas, nuclear energy, or renewable sources, GE Vernova has the equipment and technology that helps it all happen. And with that enormous backlog, the company has exceptional visibility into future revenue. But a great company like this is going to have a high valuation. At around $850 per share, GE Vernova is worth roughly $225 billion and trades at approximately 35 to 40 times forward earnings depending on the estimate. That's an extremely high valuation for an industrial company and it gives little room for disappointing earnings, project delays, or slower than expected growth. Now, the good news is that the shares have already pulled back roughly 30%from highs making the valuation somewhat more attractive. And unlike Cameco, I actually think GE Vernova is a diversified business and enormous backlog make that premium a little easier to justify. Would I love to buy it at a lower price? Sure. But I'm also not convinced investors are going to get a massive discount on a business this well positioned. So, my final verdict is that GE Vernova is a borderline buy at today's valuation, but if I had to choose between buying and passing, I'm still leaning towards buying. I continue to believe this company has significant long-term upside even if the stock experiences some volatility along the way. Let's move on to the third stock now that Brown calls the Arizona power stock that big tech can't build without. He describes an American energy company headquartered in Arizona that has been rapidly expanding its manufacturing operations. In fact, its fifth American factory recently opened. Brown also points to its involvement in major energy projects serving companies like Google and Microsoft. But here's the biggest clue. The company has approximately 45 gigawatts of contracted orders extending through 2030. The stock being pitched here is First Solar, ticker FSLR. First Solar is one of America's largest solar panel manufacturers, but unlike companies that install solar panels on residential rooftops, First Solar primarily manufactures panels for massive utility scale projects. What makes it particularly interesting is proprietary thin film solar technology, which differs from conventional silicon panels produced by many competitors. The company also has an enormous American manufacturing presence, which could become increasingly valuable as the United States looks to strengthen domestic energy production. And financially, this is a very profitable business. In its most recent quarter, First Solar generated approximately 1.06 billion in revenue, with earnings per share increasing 33%from the previous year. The company also reported $1.7 billion in net cash and a massive 45 gigawatt contracted backlog. So, there's an established business here with meaningful earnings and significant future demand. What makes this stock particularly interesting right now is something we haven't seen with the first two companies, a genuinely good valuation. Now, First Solar is actually a stock I found interesting because of the way it tends to trade. Take a look at its historical chart. In 2024, shares surged around $300 before eventually collapsing to around $120 in 2025. Then the stock recovered, climbing above $320 earlier this year. And today, it's trading around $170 per share, down nearly 47 from those highs. So, we've seen this pattern of enormous rallies followed by massive corrections multiple times. And right now, the stock is trading near the bottom of its recent range. But here's what makes this stock particularly interesting. Unlike Cameco and GE Vernova, First Solar is trading at a relatively modest valuation. At today's price, we're looking at roughly 10 to 11 times trailing earnings and approximately eight times forward earnings. For a profitable American energy company with a substantial order backlog, I think that's pretty attractive. Now, there are risks. The solar industry is extremely competitive, and government incentives play an important role in First Solar's profitability. And the company has experienced some customer contract cancellations. And just because a stock has recovered from previous downturns, doesn't mean a recovery is guaranteed. But I don't need it to return to 320 for this to be a good investment. At this valuation, I think potential upside outweighs the downside risk, especially if demand for American-made energy equipment continues to grow. So, unlike the first recommendations where valuation was a major concern, I actually like First Solar's price right now. So, my final verdict is a buy. Not because I'm certain the next rally is coming because I think we're getting a quality profitable business at a reasonable valuation. Now, let's look at the final stock, which Brown calls the invisible giant behind Google and Open AI. According to Brown, this company's largest customer is Google, and it's also involved in building advanced AI computing systems for Open AI. But, unlike Nvidia, which designs the chips powering artificial intelligence, this company helps manufacture and assemble the infrastructure that connects thousands of those processors together. And Brown believes this could become a multi-billion dollar opportunity. The stock being pitched here is Celestica, ticker CLS. Celestica is a Canadian technology company that designs and manufactures advanced electronic equipment. One of its largest growing businesses involves the infrastructure powering artificial intelligence. We're talking about high-speed networking switches, servers, and complex computing systems used inside massive AI data centers. And as companies like Google continue to spend billions of dollars expanding their AI infrastructure, Celestica is seeing extraordinary demand. Just look at the latest financial results. Last quarter, revenue surged 62%to 4.7 billion while adjusted earnings per share jumped 83%. Management also raised its full-year revenue forecast to 20.5 billion, representing approximately 65% growth. Even more impressive, the company expects revenue growth to accelerate further in 2027. So, we're looking at a business that's already generating billions in revenue, growing at an incredible pace, and continuing to win AI infrastructure programs. This is another stock that I've recommended many times on this channel. It was actually my number one stock in 2025, and the stock has doubled since. So, obviously, this is a company I've been extremely bullish on for quite some time. And looking at where the business stands today, I still believe there's significant upside ahead. But, here's what I find particularly interesting. Despite the enormous rally, the valuation is still pretty fair. At around $270 per share, Celestica has a market capitalization of approximately 31 billion. And based on management's full-year adjusted earnings forecast of $11.30 per share, the stock trades at roughly 24 times expected 2026 earnings. Now, that's not exactly cheap, but when you're talking about a company growing revenue by 65%with adjusted earnings expected to increase nearly 90%, I think the valuation is more than justified. Especially considering management expects growth to accelerate even further next year. Now, there are risks. Celestica relies heavily on a relatively small number of major customers, and if AI infrastructure spending slows down, its growth could suffer. And we've already seen how volatile the stock can be. Shares have fallen more than 40%from their highs earlier this year, but at the current valuation, I actually see that pullback as an opportunity. Because unlike some AI stocks that are trading almost entirely on future expectations, Celestica is already delivering extraordinary revenue and earnings growth, and I don't think its growth story is anywhere near finished. So, my final verdict on Celestica is a strong buy. It was my top stock pick heading into 2025, and even after more than doubling since then, I still believe it has plenty room to grow. And before you go, don't forget to grab my free report on the top 10 stocks to buy and hold right now. These are companies I believe offer the best combination of long-term growth potential and strong underlying businesses. Just click the link in the description, enter your email, and I'll send the full report straight to your inbox.