This Stock Is A Once In A Lifetime Steal

Folks, oof, we've got a great one for you. In today's video, we're going to break down the latest on the market and plays, and then we're going to go on to one specific stock that I believe is a generational buy at current prices. For starters, this company is the largest American producer of a critical resource at the exact moment that the U.S. is realizing and focusing on the fact that we import almost all of this resource from foreign adversaries. President Trump signed executive orders for a 4x expansion in this category. Secondly, this company is pulling product out of the ground at $40 and selling it for over $100, which is a 60% margin on something that's only getting tighter and tighter, and I think is going to go up a lot. Three, they just flipped the switch on the first new American operation of its kind in over a decade. Almost nobody is talking about this. It's gotten like no coverage. Four, and this is the kicker, they're building a piece of strategic infrastructure that America barely has that the federal government is desperate to bring back on shore. If it lands, I think this is going to re-rate very, very hard. Anyways, I'll present the case for this stock, and as always, I'll let you be the judge. Then lastly, it's going to be time for our sponsored segment on Vision Wave Holdings. Sticker symbol VWAV on the NASDAQ. They're building AI-powered sensing, counter drone, and autonomous systems across air, ground, and sea environments. I'll present the company and why you may want to begin your due diligence on it. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, let's start with the latest on the market. We'll go through the year-to-date performance. So as of close on Friday, the S&P 500 was up 4.47% year-to-date. Triple Q, which is, in other words, the NASDAQ 100, was up 8.3% year-to-date. NVIDIA, 10.28%. Google, up 9.28% slash alphabet. AMAT, up 55.14%. Meta, up 3.79%. AMD, up 55.64% year-to-date. TSM, up 25.92% year-to-date. Intel, up 109%. Marvel, up 83%. NVTS, up 106%. MU, up 57%. Amazon, up 16.55%. And ARM, up 104.66%. Now, if you look at the red areas, Microsoft, still down 10.22% year-to-date. CRM, Salesforce, down 29.75%. Adobe, down 26.36%. CrowdStrike, down just a little bit over a percent. Now, ServiceNow, one of the biggest duds this year, down 38.8%. This one has just been absolutely jackhammered. Oracle, down 11.46%. BigBearAI, one of our favorite small cap software stocks, down 36.64%. AppLovin, down 27.50%. Palantir, one of our favorite stocks of all time, down 14.76%. Visa, down 10.7%. MA, which is MasterCard, down 10.47%. JPM, down 5.28%. Bank of America, down 6.97%. So in other words, if you break it down by sector, the areas that are doing great in today's market are really anything that AI hardware build-out is touching. And then things that are slow, flat, or slightly red is anything with regular consumers, direct mainstreet selling, and things that are doing horribly, anything software-related. If you're in software, you've been destroyed. So why is this happening? Well, if you're talking about the AI build-out stocks, there is a massive CapEx supercycle happening right now. And despite what you might hear from the media when it comes down to Iran or when it comes down to bubble concerns and so on and so forth, well, the long-term trend is that AI expenditure is going up and you have to build out hardware or else your competitor is going to build out the hardware and you're going to go out of business in a few years. And so as these AI hardware companies continue to beat and beat and beat and see massive amounts of revenue, and in some cases, very large margin earnings, well, it's becoming clear, and this is something that we warned about for over a year now, it's becoming clear that the CapEx trend isn't slowing down just because of the fear mongers. Now that said, when it comes to mainstreet and consumers, if you want to be bearish on something, that's really the area to be bearish. Pretty much any company that's selling to mainstreet has seen a consumer that is more price conscious. At the same time, our input costs have been skyrocketing because gas is up, materials are up, harder and harder to use your global supply chains, and the tariff back and forth has been a very big kerfuffle for businesses, although they're getting refunds now, so that's a good thing for them and their bottom lines. So if you're wondering why a lot of the mainstreet selling stocks are about equal or they're down a little bit, it's because of this dynamic. The consumer has been pummeled and the businesses have been pummeled in terms of the actual cost of goods that they're selling. And then lastly, when it comes down to the areas of the market that have been absolutely apocalyptically destroyed, beat down like rabid dogs, well, that's of course software. Software is kind of like the herpes of the stock market right now. Lots of people have it, but no one wants to admit it. There's a lot of fear over how AI is going to change software and how it's going to rewrite the rules in terms of how software is monetized. And because there's a lot of this uncertainty up in the air, a lot of people are assuming the worst. I think this is a huge structural opportunity. I think a lot of the software companies, specifically the ones that we talk about, I think that they're going to be re-rated massively higher over the coming years, and they actually are going to use AI to their advantage instead of be destroyed by it. In fact, they're going to be the ones that make the AI that destroy the other software companies. However, the sector as a whole is being massively and blanketly discounted right now. That means there's a structural buying opportunity because obviously not everything should be blanketly discounted. Some stocks are going to be absolute killers, and some are going to be the ones that get killed. So anyways, talking about the overall market, let's talk about whether or not we think markets are going to continue to go up. Now, if you read any kind of major media outlets, if you go on social media, if you go on platforms like X or Reddit, well, for many years, you've been hearing that markets must go down. You must not be in markets. You must sell out of everything. I've seen some creators on YouTube that have been pushing out bearish market videos for 10 plus years, and their messages are always the same ----. Sell out of everything. Stocks are overvalued. Real estate is overvalued. Grandma is overvalued. Sell out of everything. Rotate it into cash because cash is a great investment long term. In my opinion, it's always very important to be aware of risks and to understand that volatility is a feature, not a bug of the system. However, at the same time, you have to acknowledge the longer term trend and the longer term massive tailwinds. Now, what are the massive structural tailwinds that you should be aware of? For starters, AI CapEx. The AI CapEx supercycle is just getting started. We're talking trillions of dollars in committed spending stretching out to 2030 and beyond. Hyperscalers, the Microsofts, the Googles, the Amazons, the Metas, the Oracles are locked into multi-year buildouts on data centers, chips, power infrastructure, and networking. These are signed contracts, broken ground, and ordered hardware. That money has to flow somewhere, and it flows directly into earnings. The AI is the biggest productivity unlock since the internet. Every major platform shift, PCs, internet, mobile cloud minted trillion-dollar winners and lifted broad market earnings for a decade. Plus, AI is bigger than all of them. Margins expand, productivity compounds, and the companies that own the picks, shovels, and platforms get the lion's share. Doomers have been calling this a bubble, but the earnings keep coming in and coming in. See, interest rates are heading down over the coming years. We could debate on when this is going to happen and how quickly it's going to happen. However, the Fed has already started cutting, and the long arc points lower. Lower rates mean cheaper capital, higher multiples on growth stocks, more mergers and acquisitions, more buybacks, and reflation of risk assets. Every rate cut cycle in modern history has been a tailwind for equities. This one, I don't believe is any different. D, the US government is drowning in debt and has every incentive and really is required to inflate it away. We're past $36 trillion in federal debt with deficits that aren't going anywhere. There is zero political appetite for meaningfully cutting government spending. It ain't going to happen, and we're not going to be seeing massive increased taxes either. Even if they did do these things, it wouldn't be enough. The only mathematically possible and viable path is to devalue this debt by printing, letting inflation erode what's owed in real terms. That's the playbook that the US is using, and that's the playbook that has been used throughout US history. E, printing means persistent inflation, which means hard assets win. When the dollar's purchasing power gets diluted, cash is the worst place to be. Stocks, real estate, gold, commodities, anything with a finite supply of real earnings power gets repriced higher in nominal terms. That's just what happens when you print. Lastly, demographics and reshoring at a massive second tailwind. Trillions in on-shoring, defense spending, energy build-out, and grid modernization are getting layered on top of this massive AI capex wave, and this is a massive fiscal stimulus that's already happening and already in motion. Now, the bottom line here is that pullbacks have happened. Some of them have been very big, and many of them are coming. There's going to be many regular pullbacks. We've always said that, and it's always been the case. It's not like a crazy prediction. Pullbacks happen. Corrections happen. Massive crashes happen. However, the long-term tailwinds mean that every dip is very justified to be bought up. Unfortunately, I know there's a lot of well-meaning bears that are going out there, and they've been warning people to go all cash for years now, and they feel good because whenever there's a dip, they feel like they're protecting people. However, here's the issue with that. Bears have to fight capex. They have to fight productivity increases. They have to fight corporations figuring out ways to be more profitable, and most importantly, they have to fight the Fed. They have to fight money printing, and they have to fight 100 years of history. Those are not things that I want to be fighting, and those are things I don't think you want to be fighting either, so things to think about. Okay, next, let's talk about some individual stocks, so we'll start with NVTS. A lot of people have been asking about this, so the context on this one, we originally called NVTS a buy last summer at about $6.79 a share, presented the case for it. It had already run up massively on an NVIDIA partnership news release, and I explained that, yeah, I get it. It's up massively, but if you look at the downstream effects of this partnership, well, this guy, this sucker is still screaming buy, and then in the months after this, it went all the way up to $17-ish at highs, and then cut all the way back down to $7, thanks to the market conditions and really just not being present in the news cycle, and then back at the end of February, I made my case for dip buying it again, and I explained that in my view, you're looking at a potentially in excess of 10X plus upside. The reason is because their chips are smaller, they're cheaper, they're faster, and they hold way more power. The power density is nuts, and so it's just kind of logical that this is a company that's going to do very, very well as more and more data centers rush to be more and more efficient. Just this last week, it more than doubled at highs, and as of close, it's down just a little bit under a double at $17.28, so naturally, a lot of people are wondering, okay, well, now that it's back at the $17-$8 range, is it time to lock in profits? Well, here's my take. We open up our base case for NVTS for 2031, it's $60. This is the base case, and this is assuming they can get to a very reasonable revenue of $1.8 billion with nearly half of that as gross margin, which again, are two metrics that I believe are likely to be hit. While we did go from $6 to prices of today at $17+, there's still a lot of runway to $60, so I'm still very happy, and that's my base case. The bull case is way, way higher. If you remember, by the way, we send out all these reports to all of our members, and you can see our bear case, our base case, and our bull case with all the numbers and so on and so forth for pretty much all of our high conviction stocks. We upgrade them or downgrade them based on whether the company is actually hitting our planned trajectories. But anyways, if you're looking at the chart, look, we all know how this goes. These stocks have massive up cycles, and then there's a breathing cycle, and then massive up cycles, but the long-term picture is a completely different thing. So right now, if you're looking at it and you're thinking, I don't know if I want to hold for the next few years. I don't know if I want to hold to $60 or whatever higher bull case could be. Well, in that case, yeah, sure, take some profits off the table. But if you're somebody that does want a long-term investment and does see that long-term potential that we see, well, I think it's way, way too soon to sell out and pay the capital gains taxes. Next, AMD Advanced Micro Devices, another one that a lot of people are asking about. So just a bit more than a year ago, we were on here talking about how AMD was one of the most important dip buys during what at that time was the tariff crash. And at that time, it had dipped from $227 to $90, which was about 58% down. And if you look at the last year, it's now up around 259%, having jumped to $347.80 from just $90. Now, keep in mind that the stock was going like this at the same time where the company was going like this. This is exactly why I'm so motivated to come on here and talk to you about massive dip buy potential. Because when a stock is down massively, that doesn't always mean that the business is down massively. A lot of times, it just means that people are scared, they're panic selling everything, and multiples are crunching. And that's actually where real wealth is made. Okay, but why is AMD running? Well, two reasons. For starters, NVIDIA has long had a massive leg up in the AI-hungry GPU space, while AMD was basically focused on CPUs and pivoted aggressively into building out their GPU segment more and more and becoming more and more competitive around the time the AI boom was kicking off. And so investors looked at the company and said, why would I invest in the second best player in the space when I could just overbuy NVIDIA? And that's exactly what happened. But as time went on, AMD was able to fulfill orders faster, cheaper, and increasingly at similar performance in terms of chips in many of the most lucrative segments. And considering that NVIDIA couldn't meet the total demand, well, AMD was getting a lot of NVIDIA's massive overflow. Companies that were buying NVIDIA chips but needed more chips than NVIDIA could offer just kept going to AMD and AMD and AMD. And fast forward to today, and investors are actually realizing that AMD is actually getting a ton of crazy overflow customers as more competitive than NVIDIA in many of the segments and all while trading at a tiny fraction of the valuation of NVIDIA. And this is something that we thought would happen for a long time now. Of course, it took a lot longer than expected, but it's finally happening. Now, the second reason is even more interesting. Now, AMD's world-leading CPUs are actually now in demand with this phase of the AI buildout that we're in. And that's why you're also seeing Intel get lots and lots of booming right now. Intel is another player in the CPU space, but they're a much weaker player historically. And while their stock is booming massively, and while they just reported crazy blowout CPU earnings this past week, well, a lot of people are like, wait a second, okay, but that means that AMD, well, if Intel is seeing so much massive demand, that means that AMD, oof, they must be seeing even crazier because they're much stronger in the CPU segment. So now AMD is competing very aggressively in the GPU segment and in the CPU segment. And that's exactly why the stock has gone like this. The reason that CPU demand is all of a sudden skyrocketing is because of agentic AI. The new way for AI doesn't just answer questions, but actually does tasks like book your flight, write your code, manage your inbox. That kind of AI needs a lot more CPU work, not just GPU work. So CPUs are rejoining the AI trade instead of sitting on the sidelines. And that's a very, very bullish tailwind for AMD. AMD is in a very sweet spot right now because they sell both the CPUs, the epic chips for servers and the AI chips instinct GPUs that compete with NVIDIA. And they just launched a massive deal with Meta where Meta gets up to 160 million AMD shares of AMD hits performance targets. Meaning Meta itself is financially aligned with AMD succeeding. And they're one of the biggest customers. Oracle and OpenAI have also signed up to use AMD's new Helios AI systems later this year. And the structural tailwinds are building and building and building. Okay, now it's time for the main entree. And that is one specific stock that I think is a generational buy at current prices. And that is uranium play UEC. So you need to understand one big thing about uranium. The world burns through about 180 million pounds of it every year to fuel nuclear reactors. But the world only mines about 140 million pounds. That's a gap of about 40 million pounds per year. Now layer that on top of what's happening in the world right now. So as you know, we're months into a hot conflict in the Middle East. Hopefully it continues to wind down. But oil markets are jumping and every country in the world is suddenly remembering something they forgot for like 30 years. Energy security actually matters. Like actually matters. When you depend on the Middle East for oil, on Russia for gas, and on China for solar panels. Well, you don't have an energy policy. You have an energy vulnerability, right? And so nuclear is the answer to that. It's domestic. It's reliable. It runs 24-7 regardless of weather, geopolitics, or sanctions. And one ton of uranium produces roughly the same amount of energy as 16,000 tons of coal. So if you're building energy independence into your country's strategy, and every Western government is trying to do this at this point, well, you got to build nuclear. Now in terms of the US of A, Trump signed four executive orders aimed at expanding this domestic nuclear industry. The goal? To take US nuclear capacity from 100 gigawatts today to 400 gigawatts by 2050. That's quadrupling. And every single one of those reactors needs uranium fuel that ideally comes from American soil. Force number two data centers are power-hungry beasts. Every time you use Chad GPT as your therapist because you're feeling a little bit depressed every time one of the thousands of corporations and mega governmental institutions use AI and data platforms, well, all of that happens in a data center somewhere. And those data centers, as you know, consume unbelievable amounts of electricity. That's a big stinking problem. If you pull up some of the stats for this, a single new AI data center pulls between 100 and 300 megawatts of power. That's enough to run a small city. And the big tech companies, Microsoft, Amazon, Google, Meta, blah, blah, blah. They're not building one of these. They're building hundreds. The International Energy Agency projects the global data center electricity consumption will hit 1,100 terawatt hours in 2026 by the end of this year. That's the same amount of electricity as the entire country of Japan. Virginia, which has the world's largest concentration of data centers, has literally halted new permits in some counties because there just isn't enough power. Microsoft signed the deal to restart Three Mile Island. That's the nuclear plant from the disaster movie just to power their AI grid. Buildout, Amazon paid Talent Energy for 1.9 gigawatts of nuclear power for AWS data centers. Meta signed a 1.1 gigawatt nuclear deal with Constellation Energy. And these aren't small deals. These are 20-year-out, multi-billion-dollar agreements. Force number three, there's almost no uranium being mined in America right now. The US runs more reactors than any other country, and it barely mines any of its own uranium. In 2023, for a single year, the US imported roughly 95% of the uranium that we used. Russia alone supplied roughly 20%, 20% of US-enriched uranium needs. And then we sanctioned Russia because of the Ukraine situation. So that supply went away. Combine that with AI power demand. Combine that with the Iran war energy security pressure. Combine that with Trump's executive orders pushing for a 4x expansion of nuclear. And, well, you don't need to be an analyst to see what's going on here. America needs way more uranium. There's a lot of demand for more uranium. And the government is pushing for there to be more uranium. And there's only a handful of companies that can actually deliver this. And that's where we get to the main entree today. So UEC, Uranium Energy Corp. Why do we like it? Very simply put, reason number one, they are the biggest US uranium company, period. Full stop. And they have more licensed annual production capacity than any other US-listed uranium producer. About 12 million pounds per year when fully ramped. If America is going to massively scale up its domestic uranium production over the next decade, well, the math basically forces money towards UEC. They have the dirt, they have the licenses, and they have the infrastructure already in the ground. Reason number two, they just turned the switches on. For years, UEC was a developer, meaning they had assets, but weren't producing meaningful volumes. But that just changed in early April 2026, just a few weeks ago. UEC commenced production at a mine called Burke Hollow in Texas. This was the first new recovery uranium mine in the United States in over a decade. Over a decade, this was the first one. At the same time, they restarted and expanded their Christensen Ranch in Wyoming. So now UEC is the only US uranium company with two active producing platforms running simultaneously. Reason number three, the margins are already insane. UEC reports pulling uranium out of the ground for about $40 per pound. They're selling it for over $100 per pound. That's a roughly 60% gross margin. Most commodity producers would consider it a miracle if they hit those numbers. Once UEC is doing it as their baseline, I think they could actually do better overall long-term. Now, I think those margins are going to climb because as production scales up and uranium prices continue to go up, all of a sudden that baseline gets more and more and more, and the margins start going like this. And we love big juicy margins. Reason number four, they're building something that nobody else has. Mining uranium is one thing, but before that uranium can actually fuel a reactor, it has to be converted, turned from a yellow cake powder into a gas form called uranium hexafluoride. And then it has to be enriched. America has exactly one operating conversion facility right now located in Illinois. Russia and China dominate the global conversion market overall. And UEC formed a subsidiary called URNC, United States Uranium Refining and Conversion Corp. And they've already submitted to the Nuclear Regulatory Commission to license a brand new American conversion facility. They've spent over a year doing engineering work with Floor Corporation, which is one of the largest engineering firms in the country, and a long-term Department of Energy contractor. If this subsidiary gets licensed and built, well, UEC becomes the only vertically integrated American uranium company, meaning they're going to be mining it, they're going to be converting it, and they're going to own the whole pipeline domestically, which means what? Well, it means a lot of margin increases. Reason number five, their balance sheet. I think it's an absolute fortress. A lot of commodity companies blow themselves up because they take on too much debt or they have to dilute shareholders to fund growth for too long. And UEC has roughly $818 million in reported liquid assets and zero debt, zero. They can fund all of their expansion plans, their Burke Hollow ramp, their Christensen Ranch, the Sweetwater Hub and Spoke project, which you should look into if you're doing your research on this company, and the upcoming potential conversion facility without diluting their shareholders or borrowing money. So those are all very, very positive structural foundations for them, I should say. So with UEC, you have a company with a very solid balance sheet, a lot of tailwinds, and of course, very, very importantly, it's a company that's already producing and it's already very, very profitable on a per unit basis, and it's sitting on a war chest. So these are all things to consider when you're looking at this company and looking at the tailwinds for the next few years. And now it's time for our sponsored segment on VisionWave, holding sticker symbol VWAV on the NASDAQ. VisionWave is a defense tech company building AI-powered sensing, counter-drone, and autonomous systems across air, ground, and sea. Let me break down what they're building and why it may be worth your attention. Everyone's talking about defense spending right now, NATO upgrades drone warfare in Ukraine and the Middle East, the Pentagon modernizing, but here's the gap most people are missing. The big legacy defense contractors are too slow. Their business model runs on 10-year program cycles. They're not built to solve the battlefield's most urgent, fast-moving problems. What are the two biggest gaps right now? Well, drones and data overload. Cheap commercial drones are now taking out sophisticated military assets in active conflict zones. The Pentagon has called this capability counter-unmanned aerial systems, or C-UAS, one of the most critically underfunded needs in modern defense. Congressional hearings have flagged that the big primes have been slow to respond. And at the same time, warfighters are drowning in sensor data, radar feeds, optical cameras, RF signals, satellite imagery, with no system that can synthesize all of it in real time, fast enough to actually act on it. Later on top of that, the authentication problem in an era of AI-generated imagery and electronic warfare jamming, how do you even verify that what your sensors are seeing is real? That is the gap, a massive gap, between what legacy defense is delivering and what the battlefield actually needs, and VisionWave is going directly after it. VisionWave's core technology is built around radio frequency imaging, using RF waves rather than optical cameras to detect, classify, and track objects. And track objects in conditions where cameras simply fail. Total darkness, smoke, adverse weather, non-line-of-sight environments. Think about what that means operationally. You can't blind it with a smoke screen, you can't hide it with camouflage, it works when the environment that kills cameras is exactly the environment you're operating in. They've been building a patent estate around this core capability, with issued US patents covering RF imaging and two key platform applications, WaveStrike, their fire control technology, and Argus, their space-enabled AI counter drone system. These aren't vague concepts, they're actively being deployed and protected as proprietary IP, and VisionWave isn't just building a single product, they're building a multi-domain platform, meaning their sensing and autonomy stack is being designed to work across air, ground, and sea environments simultaneously. The goal is to become the AI and sensing layer that sits directly between raw data and actionable battlefield decisions, regardless of domain. That's a fundamentally different approach than building one specific weapon system. It's infrastructure for the next generation of autonomous defense. Now let's talk about some of the recent key deals. So in January 2026, VisionWave acquired Quantum Speed, a computational acceleration engine currently in proof-of-concept phase, being built out internally under the name Q-Speed. The core concept is a software-based layer that restructures how computation is approached, focusing processing power on the most decision-critical portions of a problem rather than brute-forcing everything equally. In defense applications, this targets one of the most consequential problems in autonomous systems, latency. The time between your sensor detecting a target and your system making an intercept decision can be the difference between a successful outcome and a miss. Q-Speed is designed to collapse that window. Now, to be clear, this technology is still pre-commercial and in architectural development, but it's working to solve a real, well-documented problem. Next, VisionWave completed its acquisition of Solar Drone Limited in December 2025. This is an Israel-based company that provides drone cleaning and maintenance solutions for critical infrastructure, primarily utility companies and power grid operators. Solar Drone already has live European customers, a follow-on hardware order from an existing Italian client, and a new distribution agreement covering Italy and Spain. VisionWave has also executed a binding definitive agreement to acquire 51% of CM Composite Materials Limited, an aerospace-grade composite manufacturer based in Moden, Israel, with an option to acquire the remaining 49%. The deal values CM at $50 million based on an independent BDO valuation. VisionWave has also been systematically building its patent-to-state and has issued U.S. patents on core RF imaging, with pending applications for WaveStrike fire control and the Argus counter-drone system, and a multi-patent pursuit strategy disclosed across several product lines. Now let's talk about the risks. This is a super small-cap, high-risk company. Dilution risk is very real, and small caps of this size can be thought of as very, very speculative companies and should be thought of that way. So you've got to make sure that you're doing your own research and coming to your own conclusion. There's a bunch of SEC filings that you should be reading through. But anyways, the overall story with this is that the modern battlefield doesn't run on bigger missiles and faster jets anymore. It runs on sensing autonomy and AI-driven decision-making across every domain simultaneously, and the legacy defense industrial base is not delivering that fast enough. VisionWave is building the tech stack that sits between raw sensor data and actionable battlefield outcomes, RF imaging that works where cameras fail, computational acceleration designed to collapse decision, latency, and counter-drone platforms built for the threat environment that actually exists today. I'll leave the link to their investor relations page down below. Do your own research into the stock, look at their SEC filings, and come to your own conclusion. Have a great rest of your day. We'll see you next time.