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🚨These AI Stocks Will Print Millionaires (You are investing in AI wrong)

Name: 🚨These AI Stocks Will Print Millionaires (You are investing in AI wrong)
Uploaded: 2026-07-12T00:00:00Z

BWB - Business With Brian

Analysé Voir sur YouTube Demandé Le 13 juil 2026

Rendement de la vidéo: +0,57%
Appels: 9
Achat / Vente: 8 1
Publié: 12 juil 2026

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01 ETN NYSE ACHETER +1,95%

Entrée $407,28 12 juil 2026

Actuel $415,22 09 sept 2026

Résultat +$7,94

vs. indice +1,0% SPY +1,0% sur la même période

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Contexte de la transcription source
…from about 14% to nearly 20% and the stock has more than tripled since 2021, while the dividend has risen 16 years straight. It's about as close as you're going to get to owning an entire AI power build out in one steady blue chip name and analysts peg over 15% upside over the next 12 months. Finding undervalued growth stocks is about following the trend and right now there are three colliding all at once. There are 1.4 billion people over 50 that are losing muscle every decade. Millions of GLP-1 users are shedding up to 40% of…

analysts peg over 15% upside over the next 12 months.

Contexte extrait par IA It's about as close as you're going to get to owning an entire AI power build out in one steady blue chip name and analysts peg over 15% upside over the next 12 months.
02 ET NYSE ACHETER +10,27%

Entrée $19,66 12 juil 2026

Actuel $21,68 09 sept 2026

Résultat +$2,02

vs. indice +9,3% SPY +1,0% sur la même période

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Contexte de la transcription source
… $6 a unit back in 2021 has more than tripled their money and collected that 7% dividend the whole way, which makes Energy Transfer one of the rare names that keeps both a dividend investor and a growth investor happy all at the same time. Wall Street sees over a 20% upside over the next 12 months for them. Now we'll go on and move on to Eaton because if Energy Transfer moves the fuel, Eaton moves the electricity once it's made. Where Eaton is a power management company and it builds the electrical backbone inside data centers. The switch gea…

Wall Street sees over a 20% upside over the next 12 months for them.

Contexte extrait par IA Energy Transfer pays a 7% dividend, more than four times what the average S&P 500 stock hands to you right now. And it's not exactly fragile because the business brings in a little over twice the cash that it needs to cover the dividend. ... Wall Street sees over a 20% upside over the next 12 months for them.
03 GEV NYSE ACHETER -15,36%

Entrée $1 091,57 12 juil 2026

Actuel $923,91 10 sept 2026

Résultat −$167,66

vs. indice −16,3% SPY +1,0% sur la même période

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Contexte de la transcription source
…e it was spun off at around $140 a share back in 2024, the stock has climbed nearly eight times over, which makes it now one of the major toll booths on the entire build-out that we're talking about. And when you look at what analysts say, they still see over 20% upside over the next 12 months. Now for a name that I'm pretty sure most people don't connect to data centers, and that's Howmet Aerospace, which is the pick hiding behind the pick, because a gas turbine is only as good as the blades that are spinning inside of it. Those…

they still see over 20% upside over the next 12 months.

Contexte extrait par IA Since it was spun off at around $140 a share back in 2024, the stock has climbed nearly eight times over, which makes it now one of the major toll booths on the entire build-out that we're talking about. And when you look at what analysts say, they still see over 20% upside over the next 12 months.
04 HWM NYSE ACHETER -14,11%

Entrée $270,85 12 juil 2026

Actuel $232,62 09 sept 2026

Résultat −$38,23

vs. indice −15,1% SPY +1,0% sur la même période

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Contexte de la transcription source
…trial turbine business to double over the next few years. That leaves all of us with a proven compounder that just picked up an entirely new engine of growth, sitting on a choke point that nobody else can really design around. As of today, analysts give it about a 14% return over the next 12 months. Now move on to the next name that a lot of people don't even recognize, and that's Baker Hughes, or most everyone files it under oil and gas, but tucked inside is one of the few companies that make aero derivative gas turbines, which are t…

analysts give it about a 14% return over the next 12 months.

Contexte extrait par IA That leaves all of us with a proven compounder that just picked up an entirely new engine of growth, sitting on a choke point that nobody else can really design around. As of today, analysts give it about a 14% return over the next 12 months.
05 BKR NASDAQ ACHETER +10,56%

Entrée $57,56 12 juil 2026

Actuel $63,64 09 sept 2026

Résultat +$6,08

vs. indice +9,6% SPY +1,0% sur la même période

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Contexte de la transcription source
… off. And over the past four years, it's doubled its operating margins from about 6% to nearly 13%, grown its free cash flow, and built a record backlog. And yet the stock has moved only a fraction of what the flashier other names have. So you happen to be buying a genuine turbine maker riding the very same wave as everyone else, but for a bit of a fraction of the price as everyone else with a lot less attention. Of this entire group, analysts actually hand them the most room to run at over 35% over the next year. Now this next name you're going to recognize is associated with trucks, and that's Cummins. And that is exactly why the market keeps und…

you happen to be buying a genuine turbine maker riding the very same wave as everyone else, but for a bit of a fraction of the price as everyone else with a lot less attention.

Contexte extrait par IA Quite honestly, I think the mispricing is the opportunity here. Because Wall Street still thinks of it as an oil services company. It is the cheapest and the least noticed name on the list... So you happen to be buying a genuine turbine maker riding the very same wave as everyone else, but for a bit of a fraction of the price as everyone else with a lot less attention.
06 CMI NYSE ACHETER -17,93%

Entrée $675,95 12 juil 2026

Actuel $554,76 09 sept 2026

Résultat −$121,19

vs. indice −18,9% SPY +1,0% sur la même période

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Contexte de la transcription source
…times forward earnings, which is a fraction of what the pure plays command. It has raised dividends more than 15 years running, and the stock is still roughly tripled since early 2021. As the market slowly wakes up to the power side, it is the quiet income-paying way to own the engines going into these data centers. And of course, over the next 12 months, analysts give them about 20% upside. Now, the next name on the list is Williams Companies, where they're not simply content to just delivering the gas. It wants to build and own the power plants that…

the quiet income-paying way to own the engines going into these data centers.

Contexte extrait par IA As the market slowly wakes up to the power side, it is the quiet income-paying way to own the engines going into these data centers. And of course, over the next 12 months, analysts give them about 20% upside.
07 WMB NYSE ACHETER +0,17%

Entrée $75,02 12 juil 2026

Actuel $75,15 09 sept 2026

Résultat +$0,13

vs. indice −0,8% SPY +1,0% sur la même période

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Contexte de la transcription source
…ourse, is the pricier, more growth-oriented way to play the gas side of the story, a pipeline company that's steadily turning itself into a power company. So, it's smart enough to realize it's best if they get paid on both sides of it. And analysts figure they have at least 15% more upside for the next 12 months. And for the newest, most direct bet of them all, there's EQT, the largest natural gas producer in the country, the company that actually pulls the fuel out of the ground. So, every one of those on-site gas plants needs enormous steady supp…

analysts figure they have at least 15% more upside for the next 12 months.

Contexte extrait par IA This, of course, is the pricier, more growth-oriented way to play the gas side of the story, a pipeline company that's steadily turning itself into a power company. ... And analysts figure they have at least 15% more upside for the next 12 months.
08 EQT NYSE ACHETER +11,81%

Entrée $48,85 12 juil 2026

Actuel $54,62 09 sept 2026

Résultat +$5,77

vs. indice +10,8% SPY +1,0% sur la même période

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Contexte de la transcription source
…most torque within the group since a company that was losing money just a few years ago now throws off nearly $3 billion in free cash flow. And any real lift in gas demand from these data centers drops almost straight to their bottom line. It's sort of the cheapest, most direct way to bet that all of this gas actually gets burned. Analysts right now see plenty of room here with over 34% upside over the next 12 months. So, back to where we started. The company Michael Burry is shorting is Caterpillar. One of the names that has already run up the most. And whether he …

It's sort of the cheapest, most direct way to bet that all of this gas actually gets burned.

Contexte extrait par IA So, every one of those on-site gas plants needs enormous steady supply of natural gas... It's sort of the cheapest, most direct way to bet that all of this gas actually gets burned. Analysts right now see plenty of room here with over 34% upside over the next 12 months.
09 CAT NYSE VENDRE +15,48%

Entrée $952,41 12 juil 2026

Actuel $805,00 10 sept 2026

Résultat +$147,41

vs. indice +14,5% SPY +1,0% sur la même période

Citer cette recommandation Voir la vidéo source * †

Contexte de la transcription source
…aight to their bottom line. It's sort of the cheapest, most direct way to bet that all of this gas actually gets burned. Analysts right now see plenty of room here with over 34% upside over the next 12 months. So, back to where we started. The company Michael Burry is shorting is Caterpillar. One of the names that has already run up the most. And whether he turns out to be right or not, well, that's pretty much the risk that's baked into all of those crowded winners. The names that I covered today are kind of all the quiet name…

The company Michael Burry is shorting is Caterpillar.

Contexte extrait par IA So, back to where we started. The company Michael Burry is shorting is Caterpillar.

Transcription Complète

Investment dollars are pouring into data centers at a wild pace with the US on track to have more than 800 of them under construction all at the same time in 2026. And we all see the news about how these data centers are swallowing enormous amounts of electricity and pushing all of our power bills higher every day. So it's no surprise that over 300 new bills hit state houses in just the first 6 weeks of 2026 and many are already becoming law. And the intent behind them is to force these data centers to provide their own power, meaning they build their own power plant instead of just plugging right into the grid. And no, this is not backup power. This is them providing their own source of power. So of course, the money does what it always does and it rushed straight into those obvious names where Bloom Energy is up over 200% year-to-date and Caterpillar's already up 60%. So it looks as if the easy money has already been made. And of course, then there's everyone's favorite short seller, Michael Burry, the man who called the 2008 housing crash, showed up shorting one of these very popular names right out of the gate. So let me show you what building your own power actually looks like. So for most of these data centers, the fastest path is to build their own natural gas turbine power plant right on the property. A real plant that runs the entire campus. Of course, like I said, it's not a backup generator for when the lights flicker, it is its true own source. And of course, the reason why they're reaching for gas comes down to just one thing, speed. A gas turbine plant can be up and running in just about a year and a larger one in two to three. While the small nuclear reactors that everyone is already excited about, well, they are moving, but they're not moving quite as fast. And most people don't realize this that the first ones in this country aren't really expected until around 2030. Don't get me wrong, nuclear is coming and it is a story that I've talked about in the past and I'll continue to talk about especially since a lot of those stocks have pulled back. But But everyone is racing to bring artificial intelligence online today, you can't simply wait for years for a first-of-its-kind kind of plant. So, for almost everyone who needs power right now, gas, quite honestly, is the only real answer. And of course, here's why it matters to us. To build all of these plants all at once, the companies that make the turbines, they move the fuel, and they wire it all together, suddenly have to ramp up production like they've never done before. And that surge in demand is what lifts their revenue. It's going to fill up their backlogs, and it's eventually going to push their stock prices higher and higher. And those are exactly the types of businesses that I want to walk through today, because they're going to be the ones that get paid no matter which one of the giants actually win. Now, before I jump in, if you're getting any value for my research or my videos, please consider pressing the like button and also consider subscribing so that you can help my channel continue to grow. But if you'd like a more direct connection with me, then please consider signing up for Patreon, where you can get access to my portfolio and all of my stock trades in real time. All right, let's start with Energy Transfer, one of the largest natural gas pipeline operators in the country, and one of the few already piping fuel straight to the data centers that are driving this whole story. It runs more than 130,000 mi of pipeline across the United States, and close to 90% of what it earns comes from long-term fee-based contracts. So, they get paid to move and store that gas no matter what the energy prices are doing. There aren't really any competitors out there that can rebuild a complete network of this size, which means when a new data center needs gas, the fastest path is to usually plug it directly into a pipe from Energy Transfer that they already own. And that is exactly what is happening right now, with gas already flowing to Oracle's data centers, signed deals tied to campuses like Fermi and Cloud Burst, and new pipe going into the ground in Texas built specifically just to serve them. Then of course there is the payout. Energy Transfer pays a 7% dividend, more than four times what the average S&P 500 stock hands to you right now. And it's not exactly fragile because the business brings in a little over twice the cash that it needs to cover the dividend. So that payout has a lot of room to grow rather than getting cut. And of course the stock has rewarded investors too where anyone who bought in around $6 a unit back in 2021 has more than tripled their money and collected that 7% dividend the whole way, which makes Energy Transfer one of the rare names that keeps both a dividend investor and a growth investor happy all at the same time. Wall Street sees over a 20% upside over the next 12 months for them. Now we'll go on and move on to Eaton because if Energy Transfer moves the fuel, Eaton moves the electricity once it's made. Where Eaton is a power management company and it builds the electrical backbone inside data centers. The switch gear, the breakers, and the systems that carry raw electricity to thousands of servers without ever letting the power drop. Now what makes it a true picks and shovels play is that it simply does not matter whether the electricity comes from a gas turbine, a fuel cell, or the grid because all of it has to run through Eaton's equipment to even reach the servers. And the demand shows up hard in the numbers with data center orders up 240% in a single year. With a backlog of booked work past $14 billion and data centers now making up more than a fifth of everything that the company sells. Eaton is also widening its grip on the rack itself because it worked directly with Nvidia on a new 800-volt power system built for the moment these dense AI racks push past what the old copper-heavy wiring can even handle. And they went even a step further by buying Boyd Thermal to move into the liquid cooling those same racks now require. So, Eaton now sells both the power and the cooling into the very same building. And of course, underneath all of that, earnings per share have doubled since 2019. Operating margins have climbed from about 14% to nearly 20% and the stock has more than tripled since 2021, while the dividend has risen 16 years straight. It's about as close as you're going to get to owning an entire AI power build out in one steady blue chip name and analysts peg over 15% upside over the next 12 months. Finding undervalued growth stocks is about following the trend and right now there are three colliding all at once. There are 1.4 billion people over 50 that are losing muscle every decade. Millions of GLP-1 users are shedding up to 40% of their lean muscle and 200 million people have never found a protein that they actually like. That brings us today's sponsor where this portion is disseminated on behalf of Promino Nutritional Sciences, ticker symbol MUSCLF, which happens to be sitting at the intersection of all three. The old standard is whey, a $50 million market built on 40 g of powder, 120 calories, dairy that bloats many people, and hours to absorb. But Promino built the better mouse trap. Their flagship Rejuvenate triggers muscle protein synthesis at just five calories with zero dairy, zero sugar, and full absorption in just 15 minutes. And this isn't just a hunch. The formula came out of the University of Arkansas from Dr. Robert Wolfe, backed by 23 years and over $20 million in research. And the market's starting to catch up because Rejuvenate just entered 4,500 CVS stores and it's adding another 2,000 locations. It also won the best drink at the 2025 ECRM Buyer Session, an event that I've personally attended many times and that's a coveted award. And the largest production run in company history is underway just to keep up. And the stock is near the cheapest it's ever been. The market cap still tiny against the opportunity that's right in front of it. You've got aging GLP-1 and 200 million unhappy protein drinkers and they're all pointing at one product. And that's the trend that a lot of us are looking for. As always, do your own due diligence and check the link down in the description to learn more about Promino. From there, we move on to GE Vernova, the company that actually builds the giant gas turbine those on-site plants are going to require. Where they spun out from General Electric in 2024, it's one of only a handful of companies in the western world that can build a large frame gas turbines at this scale. And its factories are capped at about 10 gigawatts worth of them every year. Where demand has blown so far past that ceiling that its order book is already sold out all the way through 2030. And quite honestly, that's the whole story. Because being sold out for years has handed GE Vernova enormous pricing power. So it now charges 10 to 20% more for every new turbine. And buyers pay it because, well, honestly, they've got nowhere else to go. Which you can definitely see when you look at the financials. Even though revenue is growing only in the single digits, profit margins are on track to more than double in just two years. And free cash flow has swung from burning through billions a few years ago to nearly $4 billion last year with guidance to roughly double that again. So in plain terms, GE Vernova is getting paid far more for the same amount of steel that it was already shipping. And there is one more reason it is a true wins no matter what kind of name. Because it is not only the gas turbine leader, it is also building one of the first small nuclear reactors under construction in the western world. So even when nuclear finally kicks in, GE Vernova is already on that side of the trade, too. Since it was spun off at around $140 a share back in 2024, the stock has climbed nearly eight times over, which makes it now one of the major toll booths on the entire build-out that we're talking about. And when you look at what analysts say, they still see over 20% upside over the next 12 months. Now for a name that I'm pretty sure most people don't connect to data centers, and that's Howmet Aerospace, which is the pick hiding behind the pick, because a gas turbine is only as good as the blades that are spinning inside of it. Those blades are single-crystal castings engineered to survive temperatures hotter than the point at which the metal itself would normally melt. And almost nobody on Earth can make them. Howmet is obviously the largest one that can, and the only other one that could at scale is buried inside of Berkshire Hathaway. So if you want to own the maker of the one part that every turbine absolutely depends on, Howmet is essentially the only real choice. A choke point like that comes with real pricing power, and Howmet has already shown what it's worth, because as jet engine demand came roaring back, its earnings per share grew more than six times over since 2021. Its margins climbed from about 17% to nearly 26%, and the stock rose roughly 10 times over. Now, a second wave is stacking on top of the first, since the same casting expertise behind its jet engine parts also produce the blades for the gas turbines powering these data centers. And Howmet expects that industrial turbine business to double over the next few years. That leaves all of us with a proven compounder that just picked up an entirely new engine of growth, sitting on a choke point that nobody else can really design around. As of today, analysts give it about a 14% return over the next 12 months. Now move on to the next name that a lot of people don't even recognize, and that's Baker Hughes, or most everyone files it under oil and gas, but tucked inside is one of the few companies that make aero derivative gas turbines, which are the lighter, faster to install cousins of the giant machines GE Vernova builds. And they are exactly what a data center grabs when it needs power quickly and cannot wait years for a heavy frame. And the demand was a bit of a shock because it happened all at once. Because in a single quarter, Baker Hughes booked around a billion dollars of data center power orders, matching everything it had already booked in an entire prior year. And it's now moving to buy Chart Industries so it can bolt advanced cooling onto that lineup and sell a data center both the power and the gear that keeps it all from overheating. Quite honestly, I think the mispricing is the opportunity here. Because Wall Street still thinks of it as an oil services company. It is the cheapest and the least noticed name on the list, even as its power business quietly has been taking off. And over the past four years, it's doubled its operating margins from about 6% to nearly 13%, grown its free cash flow, and built a record backlog. And yet the stock has moved only a fraction of what the flashier other names have. So you happen to be buying a genuine turbine maker riding the very same wave as everyone else, but for a bit of a fraction of the price as everyone else with a lot less attention. Of this entire group, analysts actually hand them the most room to run at over 35% over the next year. Now this next name you're going to recognize is associated with trucks, and that's Cummins. And that is exactly why the market keeps underrating what is happening inside of it. The truck engine business is huge, and it's steady, and quite honestly, it's a little bit dull. But bolted onto it is a power generation arm that builds the large natural gas engines that a data center drops on site to run its own microgrid. And that piece is quietly taking over a lot of stories that people haven't quite read. Over just the last year or so, Cummins roughly doubled its data center revenue to around 3.5 billion dollars. Its power generation sales grew nearly 30% in a single quarter, and that segment just posted a record profit margin close to 30%, which for a heavy industrial is pretty much remarkable. It has already signed on to projects like 2 GW AI campuses in West Texas, and its data center order book now runs all the way through 2028. And the appeal is that all of that growth comes wrapped inside of a cheap, stable dividend-paying industrial rather than a hyped-up story stock. Today, Cummins trades at around 23 times forward earnings, which is a fraction of what the pure plays command. It has raised dividends more than 15 years running, and the stock is still roughly tripled since early 2021. As the market slowly wakes up to the power side, it is the quiet income-paying way to own the engines going into these data centers. And of course, over the next 12 months, analysts give them about 20% upside. Now, the next name on the list is Williams Companies, where they're not simply content to just delivering the gas. It wants to build and own the power plants that are burning it. They run one of the largest natural gas pipeline systems in the country, but it made a shrewd move when it realized it could earn far more by building the actual power plant at the data center than simply shipping the fuel to someone else. For Meta, it's putting up a $2 billion 400 MW gas plant right at their campus, and it's completely off the grid with Meta paying Williams for that power on a long-term contract. And that is a higher-margin, longer-lasting business than simply pushing molecules through a pipe, which is exactly why Williams has already committed more than $5 billion to build a whole fleet of these plants for more data centers. And you can definitely see the shift in the results, where cash earnings have grown from about $4 billion in 2019 to over $7 billion today. And the The has risen the entire way, and the stock has more than tripled again like all the others since early 2021 as investors slowly caught on to the pull that data centers are putting on this kind of network. This, of course, is the pricier, more growth-oriented way to play the gas side of the story, a pipeline company that's steadily turning itself into a power company. So, it's smart enough to realize it's best if they get paid on both sides of it. And analysts figure they have at least 15% more upside for the next 12 months. And for the newest, most direct bet of them all, there's EQT, the largest natural gas producer in the country, the company that actually pulls the fuel out of the ground. So, every one of those on-site gas plants needs enormous steady supply of natural gas, and EQT sits right on top of the Marcellus Shale in Appalachia, producing more of it and at a lower cost than really anyone else in America. That scale is why it just locked up an exclusive deal to supply the gas for Homer City, a 4.4 gigawatt artificial intelligence campus rising on the site of what was once Pennsylvania's largest coal plant. And as these data centers burn more and more natural gas, EQT is one of the few companies that can actually physically produce it. And of course, here's the twist that kind of makes this interesting. Well, the pipeline names have already run up hard, EQT is basically flat on the year, and they're still pretty cheap, trading at a fraction of their valuations because its fortunes rise and fall with the price of natural gas itself. And that same exposure is what gives it the most torque within the group since a company that was losing money just a few years ago now throws off nearly $3 billion in free cash flow. And any real lift in gas demand from these data centers drops almost straight to their bottom line. It's sort of the cheapest, most direct way to bet that all of this gas actually gets burned. Analysts right now see plenty of room here with over 34% upside over the next 12 months. So, back to where we started. The company Michael Burry is shorting is Caterpillar. One of the names that has already run up the most. And whether he turns out to be right or not, well, that's pretty much the risk that's baked into all of those crowded winners. The names that I covered today are kind of all the quiet names that are the picks and shovels in the background because they're the businesses that deliver the gas, and they build the turbines, and they wire the power, no matter who wins. And to me, that may be the safer way to own the data center energy buildout. And right now, the best part is timing because most of these laws have not even taken effect yet. And I would rather get ahead of this rather than chase it a little bit later. Once again, this is educational and it is not financial advice. So, please do your own due diligence. And as always, thanks so much for watching, and I'll see you on the next one.

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