Editor's note: Today, we're taking a break from our usual Altimetry Daily Authority fare to bring you an essay from Landon Swan at our corporate affiliate, TradeSmith. Alongside his brother Andy, Landon is an expert at understanding consumer trends... social sentiment... and asymmetric risk-reward setups. Their work centers on identifying market edges – helping them build a reputation for spotting trends early. Landon and Joel have been comparing notes on one such promising trend in recent weeks. Read on below for Landon's take on what they're seeing... and why several catalysts could come to a head just weeks from now...
Something Big Is Brewing in AI and EnergyBy Landon Swan, cofounder, MegaTrends
 A 461% gain in 149 days...
That's what my brother Andy and I (Landon Swan) delivered to our subscribers in the spring of 2025 – on a nuclear energy company most investors had never heard of. The company was Oklo (OKLO). It develops next-generation nuclear reactors with the potential to help solve America's power problem. But here's what really caught our eye. Our Social Heat Score – a proprietary measure of real-world demand built from millions of data points across the web – had just hit 79. Scores above 70 are bullish. So this was a standout signal. And folks who acted on our recommendation made a lot of money... 
But here's the thing – the Social Heat Score doesn't just help us identify winning trades. It also flags emerging themes and trends before they go mainstream. And the rise of Oklo was part of a boom in energy stocks tied to the AI build-out. Recently, I've been comparing notes with Joel...He has spent months tracking the same trend through company financials and earnings data. If you've been reading Joel's research, you already know this story. He has been making the case for months. One large data center consumes as much electricity as 2 million homes. Hundreds more are in the pipeline but can't yet get a grid connection. It's why the Department of Energy is projecting a 100 times spike in blackouts by 2030. It's why President Donald Trump declared it a national emergency and launched what he called a Manhattan Project-scale initiative to fix it. It's also why I'm writing to you today.
| Recommended Links: |
|
 Final Phase of AI Boom to Be Triggered on July 10? AI stocks like Palantir Technologies, Nvidia, and Microsoft have already made investors rich. But the next wave of AI gains will not come from AI stocks. Instead, it will come from a completely different corner of the market... one that BlackRock predicts will trigger a $23 trillion supercycle. Veteran investors Joel Litman and Landon Swan are joining forces to reveal exactly which stocks they believe are sitting at the center of it – before three rare catalysts send them soaring on July 10. Click here to save your free seat for their briefing on July 2. |
|
 Here's What You Missed This Week "Are we headed for a market crash?" That's the first question Wall Street legend Marc Chaikin answered in his briefing this week (and his response will surprise you). He sees a "mass-extinction event" coming in the second half of 2026, and he just unveiled an extraordinary AI-powered search engine for stocks to help you prepare. Marc and his special guest share the full details, along with one free pick that looks nearly IDENTICAL to one of the "sleeper stocks" of the early AI boom. Watch it now (time-sensitive stocks). |
|
|
The companies solving America's AI energy problem aren't just lighting up on Joel's radar. They're also showing up in the consumer-trends data we track online. And compared with what we're seeing now, the Oklo trade looks like a warmup. But before I get into what we're seeing now – and how you can profit – let me tell you a bit about how my brother Andy and I built our system. Most investors look at earnings reports, analyst notes, and the news cycle...Those are all part of the picture... but not the whole thing. Before a company reports a great quarter, people are already out there buying its products, telling their friends, searching for it online. The earnings report just confirms what was already happening. We wanted to measure that momentum while it was still building – before it showed up in the numbers. So Andy and I built a system that tracks millions of data points every day across social media, search trends, and web traffic. Today, some of America's top hedge funds and institutions pay as much as $750,000 a year for access to the research it produces. We distill all of it into a single number for every company we follow – the Social Heat Score. Every stock gets a score from 1 to 100. Low scores (anything below 30) mean sentiment is bearish. High scores – anything in the 70s or above – tell us that real-world interest is building fast enough that it's likely to show up in the stock price. Take Coinbase (COIN). In the months before the cryptocurrency exchange went mainstream with retail investors, our system was picking up a surge in social media conversations, search traffic, and purchase intent around the platform. Wall Street was still debating whether crypto was a fad. Our data showed something different entirely... The stock climbed 445% after our recommendation. Or take trading platform Robinhood (HOOD). Again, social sentiment was building well ahead of the share price. Retail investors were flooding onto the platform before the financial press caught on. We recommended it. And the stock jumped 556% over the next 17 months. That's what the Social Heat Score does. It measures what people are actually doing and saying – before the market catches on. And right now, the signals we're seeing across AI energy are among the strongest we've tracked in years. Most investors don't see it... because they don't have the tools...But our system shows that search trends are climbing on tiny companies linked to this trade. Website traffic is building. And investor and industry conversations are accelerating. As a result, Social Heat Scores are moving into bullish territory across the sector. It's the same pattern we saw on Oklo, playing out on a much bigger stage. When I shared that data with Joel at a recent conference in Washington, D.C., it turned out he'd been building toward the same conclusion from a completely different angle. His Altimeter system finds companies generating far more cash than their official earnings suggest. Ours finds sectors where real-world interest is building before it shows up in stock prices. His system and mine had landed on the same companies... from completely opposite directions. And on Thursday, July 2, we're going public with what we've found. Together, we've identified four small, largely unknown companies sitting at the center of America's AI energy build-out...These businesses have the kinds of earnings distortions Joel's system flags... and the kinds of accelerating demand signals our system has been tracking for months. These aren't household names. Most investors haven't found them yet. That's exactly the point. Three powerful market catalysts are set to converge in the next few weeks. And the window to get positioned ahead of them is closing. That's why on July 2 at 10 a.m. Eastern time, Joel and I are hosting "The U.S. AI Summit" – and we're revealing all four companies live, along with a fifth pick (completely free) just for attending. Reserve your seat here. It takes 30 seconds, and it costs you nothing. We'll see you on July 2. Cheers, Landon Swan
Cofounder, MegaTrends
June 26, 2026 P.S. Our research shows that three catalysts are set to converge on July 10. One of them has a near-perfect track record of sending stocks higher – dating back 76 years. The last two times it triggered, the S&P 500 delivered an average return of 33% over the next 12 months. For the right stocks, the moves were far larger than that. Joel and I will walk through all three catalysts during our July 2 event. Here's that link again to secure your spot.
|
No comments:
Post a Comment