Elon Musk Just Revealed the NEXT BIG AI Trade… I'm Buying These 2 Stocks

I want to play you a clip. Now, in a recent interview with Elon Musk, he was asked why he is trying to build data centers in space. He said, "Look, the GPUs are up there in space. They're harder to service. Yeah, the energy is free, but it's only a small percentage of the cost of these data centers. Why? What's the deal?" And in his answer, I believe is a big investment opportunity. In fact, it's setting up two stocks I'm about to buy with you right now. Take a listen. Here's what he said. It's just way more expensive to have the GPUs in space presumably. What's the reason to put them in space? >> Um well the availability of energy is the issue. Um so uh I mean if you look at at electrical output um outside of China everywhere outside of China it's more or less flat. It's very you know maybe a slight increase but for pretty much flat. China has a rapid increase in electrical output. But if you're putting data centers anywhere except China, where are you going to get your electricity? Um especially as you scale, uh the output of chips is growing um pretty much exponentially, but the output of electricity is flat. So how are you going to turn the chips on? >> Um you know, >> magical power sources, magical electricity fairies, >> got to love Elon. But the man has a point. He's not saying I'm going to save massive amounts of money on energy putting him in space. He's saying, "Where are you going to get the energy if you're not in space?" And every major investment theme, every cycle has to do with bottlenecks. What is in demand? Where is there a true supply and demand crunch? For the last several years, it's been in GPUs. Nvidia has cornered the market. They're making them as fast as they can, but the demand dwarfs that. That's why they're selling them for $40,000 a piece. And if the next bottleneck is energy and expanding the grid is going to come fast and it's going to come at any cost. So the companies that make the components for that grid. So let's look at two stocks that fit this investment brief to a tea. The first one is Powell, ticker PL. You can read over here in the description of the company. They make engineered products and systems for integrated power control. everything from uh Arcisent switch gear, control gear, circuit breakers, monitoring, etc. All the stuff you need to expand the the grid. Now, this stock has been beaten up recently. It had a huge run in 2025 and 2026, roughly quadrupling in about a 9-month period, but since then has pulled all the way back from 330 down to a buck 70 and is now trying to base here off the lows. And if you kind of draw a line right through this area, where there's a very key support resistance level right here on the chart. So notice how after the severe decline, it finally stops here and bounces. Finally bounces, finds three, four, five, seven days of support in here. Comes below that level is now resistance and resistance and is finally starting to emerge through. So, this is probably the closest thing I would ever take to catching a falling knife or buying a stock that's way down. It's the earliest sign that the stock is beginning to base and find some support, find some buyers, or begin moving higher. So, with this stock, I think it's viable right here at a buck 91. The question is, how much do you want to risk on this thing? Putting a stop to lows about 14%. I think I can get away with about nine. You had this big gap up day here on last Monday. It uh excuse me, the big move up here on Thursday, sells off immediately bought back. So that was the floor of that selling. It gapped outside. Let me draw this. Gapped outside this base. Opened up here. Wasn't ready. Pulled back. And this is as low as it went. So that's where I'm going to put my stop. That's how much I'm going to risk on this trade. So I'm going to go ahead and pick up about 50 shares. Quick interruption. 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Put a limit at 192. Our stop loss is going to be just beneath the low of this candle at 176. And then I like to put a sell limit order, a profit target out there. I'm going to move it, but just to have it in case I want to drag it down and say get me out. So, let's just throw it up here somewhere random like 250 bucks a share. Okay. Now, you want to set these till good till cancelled because otherwise it's only going to function for the rest of that day. But we go ahead and hit buy at one. Oh, it's jumped up on us since I started talking. That's what I get for blabbing. Take it at 19250. See if we can get it. Help if I filled out the number of shares I want. All right, we got filled at 19250, I guess, on the spot. Okay, so stop down at 176. So that's the first one. POW P WL. Now, this is not in a big big uptrend. It is coming off the lows. I'm keeping the risk tight for a reason because this thing could fall all the way down to 80 or 70 or 20. But we're betting on this being a turnaround. And if you look at the last couple of times this happened is generally what the stock does, it will run kind of form this little shallowing base in here and then break out and run again and form another base. It happens on the way up. It also tends to happen on the way down. So I'm kind of jumping in early, but I want to try to get in a low price and see if I can scoop this down back at these February prices and hopefully get a run back up into the 300s. Okay. Now the next stock very similar ticker is AMSC, American Superconductor Corporation. Very similar to the last makes critical components in uh power production and grid expansion, generators, converters, all the good stuff in there. And very very similar pattern to Powell. Notice here how the stock again just goes from these big consolidation bases to these explosive price discovery moves higher. It falls down right back into the previous base. Okay, find support right there where it did last time and then albeit not perfect but we are seeing some of this kind of shallowing dipped a little lower but came ripping right back. A couple of pause days there. Nice volume here on Friday, pushing out through the highs of the last couple of weeks. So AMSC also looking to buy in here for a stop loss. I'm probably going to follow the same thing. Just keep the risk at about 10%. No sense getting cute with it. If you want to give it some room, you put it down here at about 2680. If it breaks that low, we're definitely early to the party. I'm going to try to get away with it here at about 28 and a quarter. So, let me pull up my W my ticket here. I'm just going to take this one to the market. The spread here is pretty tight. Put about 300 shares on as usual. Stop loss and profit target. Stop loss at 28 and a quarter. I'm going to put a target. I'm just going to randomly throw it up here at like 45 bucks. Again, I'll move it later. Uh, just want it on there. Set this good till canceled. Buy them at the market. Let's see what we get filled. 3154. Okay, so we are now long AMC. We are long POWL. Both betting on turnarounds in the critical components for the power grid expansion. And again, Elon Musk the one saying it. He's the one telling you if you want to make money, here's the opportunity. Here's the bottleneck. Here's the problem with this multi-trillion dollar AI buildout. This is the one thing they don't have. So instead of fighting over who wins the a the best AI model, instead of worrying about who's going to com create a chip that can compete with Nvidia, why not focus on the power? And these guys, no matter who wins, no matter who does the buildout, are going to get the orders. Now, one other thing, quick update on a past ideas. I know a lot of you guys like to update these positions. Two weeks ago, I put out this video on Grail, ticker G R A L. They had a cancer test with an imminent date coming and I said the stock could explode overnight. Now at the time, as you can see, the stock was trading around $79. Thought, man, I think we could get a move up here to 115, 118, back in the highs if this thing plays out as expected. And 48 hours early, we got that. So, we were looking for the September 23rd date. It actually came out two days earlier. Grail surged all the way up here, gapped up, had a 34% up day yesterday. It's up another couple of percent today within pennies that kind of 115 118 range. So, if you took this trade and you're long and you're making money, congratulations. My advice, or at least what I would do, I would be selling some here. You've got this huge amount of supply from December and January. The stock is surged up to there. I am not saying it can't go higher, but if you bought this thing at 78, you're sitting on a 40% gain over the last two weeks. If it were me, I would sell half, nail down some profits, and put those to use elsewhere. Okay, so there's a quick update on Grail. Otherwise, don't forget to sign up for the Black Ops membership. It is just five bucks for the entire year. Live mentoring sessions every week, my newsletter, all of it. Best deal in town. And otherwise, I'll see you in the next