Jeff Brown’s “Next Trillion-Dollar IPO” Stock (8,000% Gains?)
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Entrée $861,00 10 août 2026Actuel $977,41 10 sept 2026Résultat +$116,41vs. indice +14,9% SPY −1,4% sur la même période
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Contexte de la transcription source
…gured out the stock, but I'm going to reveal it here completely free. And most importantly, I'm going to tell you whether or not the stock is a buy. But before we do anything, let's look at Jeff's recent track record to see how good he is. He recommended Micron in January 2025 and this has been an excellent stock pick and this is actually where I got Micron from and it's done really well for me and has 10 times since he recommended it. Next he recommended AMD also in January 2025 and this has also been an excell…
He recommended Micron in January 2025
Contexte extrait par IA But before we do anything, let's look at Jeff's recent track record to see how good he is. He recommended Micron in January 2025 and this has been an excellent stock pick
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Entrée $469,56 10 août 2026Actuel $521,10 09 sept 2026Résultat +$51,54vs. indice +12,4% SPY −1,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…ent track record to see how good he is. He recommended Micron in January 2025 and this has been an excellent stock pick and this is actually where I got Micron from and it's done really well for me and has 10 times since he recommended it. Next he recommended AMD also in January 2025 and this has also been an excellent stock. Then he recommended a handful of stocks in May 2025 and the first was Nvidia and it's done well. He also says he recommended Nvidia like 10 years ago. I don't have proof of that but we'll just tak…
Next he recommended AMD also in January 2025
Contexte extrait par IA Next he recommended AMD also in January 2025 and this has also been an excellent stock
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Entrée $217,55 10 août 2026Actuel $218,36 10 sept 2026Résultat +$0,81vs. indice +1,7% SPY −1,4% sur la même période
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Contexte de la transcription source
…re I got Micron from and it's done really well for me and has 10 times since he recommended it. Next he recommended AMD also in January 2025 and this has also been an excellent stock. Then he recommended a handful of stocks in May 2025 and the first was Nvidia and it's done well. He also says he recommended Nvidia like 10 years ago. I don't have proof of that but we'll just take his word for it. So the next stock he recommended in May 2025 is Taiwan Semiconductor which is one of my favorite stocks as well. Obvious…
the first was Nvidia and it's done well
Contexte extrait par IA Then he recommended a handful of stocks in May 2025 and the first was Nvidia and it's done well
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Entrée $990,85 10 août 2026Actuel $923,91 10 sept 2026Résultat −$66,94vs. indice −5,4% SPY −1,4% sur la même période
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Contexte de la transcription source
…ended Nvidia like 10 years ago. I don't have proof of that but we'll just take his word for it. So the next stock he recommended in May 2025 is Taiwan Semiconductor which is one of my favorite stocks as well. Obviously it's done very well. Then he recommended GE Vernova and the stock has more than doubled. And finally he recommended Vertive and this stock has more than doubled as well. Now let's go through the presentation and figure out what the stock is. The pitch is that Elon Musk is quietly backing a …
Then he recommended GE Vernova
Contexte extrait par IA Then he recommended GE Vernova and the stock has more than doubled
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Entrée $270,10 10 août 2026Actuel $248,13 10 sept 2026Résultat −$21,97vs. indice −6,8% SPY −1,4% sur la même période
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Contexte de la transcription source
… just take his word for it. So the next stock he recommended in May 2025 is Taiwan Semiconductor which is one of my favorite stocks as well. Obviously it's done very well. Then he recommended GE Vernova and the stock has more than doubled. And finally he recommended Vertive and this stock has more than doubled as well. Now let's go through the presentation and figure out what the stock is. The pitch is that Elon Musk is quietly backing a new AI startup that's about to be the biggest IPO on Wall Street. He spe…
And finally he recommended Vertive
Contexte extrait par IA And finally he recommended Vertive and this stock has more than doubled as well
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Entrée $33,29 10 août 2026Actuel $37,32 09 sept 2026Résultat +$4,03vs. indice +13,5% SPY −1,4% sur la même période
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… the cost of building AI infrastructure all add uncertainty. Overall, that leaves me with a company that scores pretty well across the board, but still has enough unanswered questions, and I'm not ready to give it my highest buying rating. Overall, I'm giving SK Telecom a moderate buy. 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…
Overall, I'm giving SK Telecom a moderate buy
Contexte extrait par IA Overall, I'm giving SK Telecom a moderate buy.
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Entrée $418,47 10 août 2026Actuel $435,36 09 sept 2026Résultat +$16,89vs. indice +5,4% SPY −1,4% sur la même période
Then he recommended Taiwan Semiconductor
Contexte extrait par IA Then he recommended a handful of stocks in May 2025 and ... the next stock he recommended in May 2025 is Taiwan Semiconductor which is one of my favorite stocks as well
Transcription Complète
Jeff Brown claims he found a stock that has the potential to gain $8,000%, but he won't reveal it unless you pay him $179. However, I sat down and watched his whole video and was able to figure out the stock based on the clues in the presentation. And in this video, I'm not only going to show you how I figured out the stock, but I'm going to reveal it here completely free. And most importantly, I'm going to tell you whether or not the stock is a buy. But before we do anything, let's look at Jeff's recent track record to see how good he is. He recommended Micron in January 2025 and this has been an excellent stock pick and this is actually where I got Micron from and it's done really well for me and has 10 times since he recommended it. Next he recommended AMD also in January 2025 and this has also been an excellent stock. Then he recommended a handful of stocks in May 2025 and the first was Nvidia and it's done well. He also says he recommended Nvidia like 10 years ago. I don't have proof of that but we'll just take his word for it. So the next stock he recommended in May 2025 is Taiwan Semiconductor which is one of my favorite stocks as well. Obviously it's done very well. Then he recommended GE Vernova and the stock has more than doubled. And finally he recommended Vertive and this stock has more than doubled as well. Now let's go through the presentation and figure out what the stock is. The pitch is that Elon Musk is quietly backing a new AI startup that's about to be the biggest IPO on Wall Street. He spends a lot of time building this up. the supercomputer in South Memphis, satellites running AI from orbit, Elon's so-called master plan, before he actually names the company. The company he's talking about is Anthropic, the company behind cloud. So, this means he's likely pitching a stock connected with Anthropic. Here's the argument. Anthropic is the fastest growing company in history. Sales went from about $2 billion to 20 billion in just roughly a year. Google put in 10 billion, Amazon [clears throat] five, Microsoft 5, Nvidia 10, Peter Theal put in over a billion, and now Elon Musk Supercomputer is providing a Compute. Brown says the CEO is projecting 8,000% growth this year, and that Anthropic has filed IPO paperwork with the SEC. So, the offering is imminent, possibly this month. But here's the problem, and this is the whole hook. You can't buy Anthropic. It's private. Retail investors are locked out. So Brown's solution is to buy a company that has shares in Anthropic already. In this presentation, I was able to hunt down five distinct clues to help figure out the stock. One, it's publicly traded. Two, he calls it little known. Three, it already owns, in his words, billions of dollars worth of anthropic shares. Four, you could buy it in any regular brokerage account. And five, this is the most important one. He says, "You can get shares for less than $50." The Last Clue does most of the work here because everybody knows Google and Amazon own big pieces of Anthropic, but neither of those trades anywhere near 50 bucks a share, and neither one is little known. So, it's not them, it's something else, and I think I figured it out. I'm going to reveal the stock 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 right to your inbox. The stock being pitched here is SK Telecom, ticker SKM. Figuring out the stock was only half the battle, though. Now, we have to figure out whether or not it's a buy. To do that, let's start with what SK Telecom actually does. SK Telecom is one of the largest telecommunication companies in South Korea. Its core business is pretty straightforward. It provides mobile services, 5G, broadband, internet, and other communication services to millions of customers across South Korea. In 2025, the company generated 17.1 trillion Korean Juan in revenue or roughly 12 billion US and it finished the year with roughly 17.5 million 5G subscribers. But SQ Telecom is also making a major push into artificial intelligence. It's building AI data centers, providing GPU computing infrastructure, and developing its own AI models. In the first quarter of 2026, revenue from its AI data center business jumped around 90% from the year before. SK Telecom invested an additional 100 million into Anthropic back in 2023 on top of an earlier investment made through its venture capital arm. So, this isn't some random company that happens to own Anthropic shares. SK Telecom has been investing directly in AI for years, and Anthropic is part of that strategy. And here's what I actually think about this stock. The first thing you need to understand was 2025 was a rough year for SK Telecom. Revenue was about 12.1 billion while operating profit fell more than 40% and net income fell more than 70%. But a major reason was the 2025 cyber security breach which caused customer losses, higher expenses, and compensation costs. So I wouldn't treat those earnings as the company's normal performance. The good news is the recovery has already started. In the first quarter of 2026, SK Telecom generated 3.1 billion in revenue, 382 million in operating profit, and around 225 million in net income. So, the core telecom business appears to be stabilizing, even if it hasn't fully recovered yet. AI data centers is the most interesting part of this story. SK Telecom's AI data center revenue grew about 89% year-over-year in the first quarter. It's still a small part of the overall company, but it's growing much faster than the telecom business. SK Telecom ultimately wants to develop as much as 15 gawatts of AI data center capacity and it already has major sponsorships with Amazon Web Services in Nvidia. So there's a real business forming behind the AI story. But the problem is that the AI data centers are extremely expensive. SK Telecom already carries a decent amount of debt. So I don't want to see the company borrowing huge amounts of money to fund their expansion. Ideally partners and outside investors provide much of the capital. If SK Telecom can grow the business without damaging its balance sheet, I think the opportunity becomes much more attractive. And as Jeff Brown pointed out in this presentation, SK Telecom also made an early investment in Anthropic. It invested around 100 million in 2023 and Anthropic's valuation has increased dramatically since then. That could make SK Telecom stake very valuable. But I wouldn't buy the stock just because of Anthropic. I view that investment as extra upside rather than the main investment thesis. One thing I like is that SK Telecom generates real cash. The company produced 1.2 billion in free cash flow in 2025, even during a difficult year. That gives it a much stronger foundation than a speculative AI company. The downside is roughly $6 billion of net debt, which makes disciplined spending even more important. SK Telecom also pays investors while they wait. The dividend was temporarily disrupted after the cyber attack, but payments have resumed. Based on recent payments, the US listed shares could provide roughly a 3% to 4% annual yield if the current dividend continues. Valuation is a little tricky because 2025 earnings were temporarily depressed. Forward estimates have recently put SK Telecom around mid- teens forward PE range. This isn't extremely cheap for a telecom company, but it also isn't expensive if earnings recover and the AI business becomes meaningful. So, I'd call the valuation reasonable rather than a bargain. The bull case is straightforward. The telecom business keeps recovering. AI data center revenue continues growing quickly. The AEWS and Nvidia projects succeed. The dividend remains strong, and the anthropic investment becomes more invaluable. If all that happens, SK Telecom could eventually earn a higher valuation than a normal telecom stock. The bare case is that most of SK Telecom is still a slow growing business. AI data centers require the huge amounts of capital. The company already has debt. Anthropic's valuation could fall and SK Telecom still has to prove that the cyber security problems are fully behind it. There are four things I'd watch closely. core telecom recovery, AI data center revenue growth, progress on the AWS and Nvidia projects, and most importantly, how SK Telecom finances its AI expansion. If debt starts rising aggressively, that would be a major warning sign for me. So, here's my final scorecard. Core telecom business, I give a 7.5 out of 10. It's stable, profitable, produces real cash flow, but growth is pretty limited. Financial recovery, I give an 8 out of 10. The company appears to be recovering well from the 2025 cyber attack, although I'd still like to see a few more strong quarters. Balance sheet, 6 out of 10. The debt is manageable right now, but it becomes more concerning when you factor in how expensive the AI expansion could become. AI opportunity I give an 8.5 out of 10. This is probably the most exciting part of the company. AI data center revenue is growing quickly and partnerships with AWS and Nvidia give the strategy much more credibility. Anthropic investment 9 out of 10. Getting into Anthropic early could end up being an extremely valuable investment. I just wouldn't make it the main reason to own SK Telecom. Valuation I give a 7 out of 10. I think the stock is reasonably valued based on recovering earnings and the AI opportunity, but I wouldn't call it extremely cheap. Dividend 7.5 out of 10. A roughly 3% to 4% potential yield is a nice bonus while investors wait for the AI strategy to develop. Overall risk 6.5 out of 10. This isn't an extremely risky stock because the telecom business provides a strong foundation, but debt, cyber security, and the cost of building AI infrastructure all add uncertainty. Overall, that leaves me with a company that scores pretty well across the board, but still has enough unanswered questions, and I'm not ready to give it my highest buying rating. Overall, I'm giving SK Telecom a moderate buy. 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.
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