Author: SPI-Club

BUY Trade Alert: Plug Power (PLUG)

Plug Power (Ticker: PLUG) has endured significant price declines over the past two years, reflecting challenges both within the company and the broader renewable energy sector. However, a recent 42.02% rally over the past three months signals renewed investor interest and the potential for recovery.

Key Considerations:

• Historical Upside Potential: If Plug Power successfully navigates current financial and regulatory challenges, there exists an extraordinary potential upside of 56,004.87% relative to its all-time high share price of $1,498.00 (achieved on 10/03/2020). This emphasizes the company’s ability to create significant value when market and operational conditions align.
• Market Opportunity: The company’s efforts to establish itself as a leader in the hydrogen economy, supported by strategic partnerships and technological innovation, underscore its long-term growth potential. Pending favourable guidance on the U.S. hydrogen tax credits could further catalyse future revenues.
• Positive Recent Momentum: A 42.02% increase over the past three months reflects improved investor sentiment and growing confidence in the company’s strategic outlook.

Risks to Consider:

• Plug Power continues to face short-term pressures, including ongoing financial losses and uncertainty around U.S. regulatory incentives.
• Broader market volatility in the renewable energy sector may create additional headwinds in the near term.

Conclusion: Despite past setbacks, Plug Power offers a compelling opportunity for high-risk, high-reward investors. With significant upside potential tied to historical highs and a rapidly evolving hydrogen economy, this stock could reward patient investors willing to weather near-term volatility.

Given the substantial potential upside and recent positive momentum, we issue a BUY recommendation on Plug Power, encouraging investors to capitalize on its current discounted valuation.

Best regards

Stuart

SPI-Club Founder

BUY Trade Alert: Stem Inc. (STEM)

Stem Inc. (Ticker: STEM) has been through a tumultuous period, with its share price declining sharply over the past two years due to market and sector-specific challenges.

However, the company operates in the rapidly expanding new energy sector, particularly in energy storage and AI-driven energy solutions, which holds massive long-term growth potential.

Key Considerations:

Significant Downside Over the Past Two Years:

• 2 Years: -96.62%
• 1 Year: -89.18%
• 6 Months: -71.61%
• 3 Months: -4.37%
• While recent performance remains subdued, the scale of prior losses may reflect overselling, presenting a possible opportunity for contrarian investors.

Historical Upside Potential:

• Stem Inc. achieved an all-time high share price of $37.00 on 01/07/2021. If the company returns to prior valuation highs, this represents an astonishing 10,081.62% upside from current levels.
• This underscores the potential for exponential returns, should market conditions and company performance align.

New Energy Sector Tailwinds:

• Growing Demand for Energy Storage: With global energy transitions accelerating, Stem’s advanced storage systems and AI-driven solutions are well-positioned to capitalize on this trend.
• Government Incentives: Policies favoring clean energy investments, particularly under frameworks like the Inflation Reduction Act, could provide a regulatory boost.

Stabilizing Trends:

• While historical price spikes have often been followed by sharp declines, recent price movements suggest reduced volatility. This may indicate a more stable base forming for potential future growth.

Risks to Consider:

Sector Volatility: The clean energy sector has faced challenges, including rising competition and supply chain disruptions. Investors should prepare for continued sector-wide volatility.

Company-Specific Issues: Stem Inc. must demonstrate improved financial performance and operational execution to regain investor confidence.

Market Sentiment: Broader market conditions and investor scepticism about speculative growth stocks could limit near-term upside.

Conclusion:

Stem Inc. operates in a high-growth sector with immense potential, but it faces significant challenges, both internal and external. For high-risk-tolerant investors, the stock offers an opportunity to capitalize on its discounted valuation, combined with extraordinary potential upside linked to its historical price peak.

Actionable Insight:

We issue a Speculative BUY recommendation on Stem Inc. (STEM) for investors with high-risk tolerance, emphasizing its discounted valuation, potential for exponential returns, and exposure to the transformative clean energy sector.

Stuart

Stuart Langan

SPI-Club Founder

The Wealth Shift Is Happening – Are You Ready?

If you read my “FinTel” you will be aware: Bitcoin, cryptocurrency, and innovative, disruptive technologies are driving what many call the largest wealth transfer in human history.

But these are more than stories. For those who’ve delved into the transformative potential of Bitcoin and emerging technologies, it’s no longer a question of if, it’s a matter of when.

The signs are everywhere. The world is entering a perfect storm, with economic challenges growing more evident by the day:

• The US dollar is weakening, weighed down by over $30 trillion in debt.
• Inflation remains unchecked, with more than 70% of circulating dollars printed in the past three years.
• Global trust is eroding, as nations explore alternatives to the dollar’s dominance.

Amid these changes, one clear solution is emerging: Bitcoin.

Governments are turning their attention to cryptocurrency, recognizing its potential and the disruption it brings. For those already involved in Bitcoin, the outlook is promising.

As demand rises, its value could reach heights previously unimaginable, a  $1 million Bitcoin is no longer a far-fetched idea.

But here’s the reality:
Not everyone will act. Many will remain tied to outdated systems, missing the opportunity to benefit from early adoption. Yet, Bitcoin is a lifeboat for those who choose to step aboard.

The question is: Where will you stand as this wealth shift accelerates?

This is your chance to lay the groundwork for generational wealth by exploring Bitcoin, cryptocurrencies, and other innovative disruptive technologies reshaping the world at an unprecedented pace.

Consider these Year-to-Date Performance figures from SPI-Club Model Portfolio Picks:

• Crypto: Bitcoin 108.80%, NFT’s 108.45%
• Innovative Disruptive Equities:
  • Artificial Intelligence: 292.52%
  • Bioscience: 122.29%
  • Digital Assets/Blockchain: 473.87%
  • Space Exploration: 400.00%
  • Tech Stocks: 746.34%
  • Nuclear Energy: 804.78%
    (and more across 20+ sectors)

The greatest wealth transfer is happening now, and this opportunity will not show itself again anytime soon.  Reach out to me if you want a private conversation.

Warmest regards,

Stuart

Stuart Langan

Founder and Editor

Our  “DIY”, “Done for YOU”, or “Done with YOU services”

Failure is not an option!

Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.

We’ve been closely tracking Qualcomm’s performance and market volatility, particularly in comparison to its peers. Despite being a technology leader, recent developments suggest it’s time to reallocate our capital to higher-growth opportunities.

Qualcomm held an investor day last week, typically a forum for companies to share exciting updates. Unfortunately, the event lacked the impactful announcements the market had hoped for.

The original investment thesis for Qualcomm revolved around its foray into processors for AI-enabled personal computers. While CEO Cristiano Amon highlighted that PC chips are “exceeding expectations,” this segment remains a small fraction of Qualcomm’s overall business.

Qualcomm’s primary revenue streams wireless semiconductors for mobile phones and intellectual property (IP) licensing, are showing signs of vulnerability.

Although every 3G, 4G, and 5G-enabled phone uses Qualcomm’s IP, its largest customer, Apple, is developing in-house wireless chips. While Apple has faced challenges in this endeavour, rumours suggest significant progress, posing a clear risk to Qualcomm’s future semiconductor sales.

Though it will retain its licensing revenue, this shift threatens Qualcomm’s current financial engine.  Adding to the challenge, NVIDIA (NVDA) delivered blockbuster quarterly results last week, growing revenue by an astonishing 94% year over year. NVIDIA’s dominance in the AI market continues to expand, with CEO Jensen Huang forecasting sustained demand for their GPUs.

Wall Street has become increasingly fixated on companies with direct exposure to the AI boom, leaving Qualcomm at a comparative disadvantage.  While Qualcomm remains a solid company with strong fundamentals, its lack of significant AI leverage and the looming threat of reduced mobile chip sales make it less compelling in the current market environment.

The stock, up 113.18% year-to-date, has pulled back significantly from its all-time high in June 2024 (42.99% above today’s levels). With institutional investors showing signs of disappointment, further downside risk remains.

At present, there are stronger opportunities for outsized returns elsewhere. Protecting gains and minimizing exposure to further downside is the prudent move.

Action to Take:

Sell Qualcomm (QCOM) at current market prices.

Warmest regards

Stuart

Stuart Langan

Founder and Editor

Our  “DIY”, “Done for YOU”, or “Done with YOU services”

Failure is not an option!

Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.

This is a member-only content. Only premium members can read this. Please click here to read details about our premium membership plans.

Are we on the verge of the final phase of the BIGGEST crypto frenzy in history?

According to Bloomberg, crypto is minting 1,500 NEW millionaires every single day.

Forbes reports that crypto currencies are “braced for $30 TRILLION of capital to flood the market.”

Yet, scepticism remains high—even as the evidence of crypto’s explosive potential is right in front of us.

The facts are that many will miss out, but I don’t want SPI-Club Inner Circle Members to be among them.

Over the past five years:

• Bitcoin has outperformed Tesla by 2X,
• Apple by 5X
• Amazon by over 13X.

And that’s just Bitcoin! This could be your FINAL chance to buy low. Opportunities like this may NEVER come again.

Two monumental shifts are about to collide, and even if just ONE unfolds, the impact could be life-changing. But the reality is $27 TRILLION is set to steamroll into crypto markets simultaneously.

This isn’t just hype—it’s backed by data:

• Crypto supply is already at historic lows.

• Trading desks are running out of crypto stock.

Headlines tell the story:

• UTODAY: No BTC Left! Is a supply shock just around the corner?
• FXSTREET: BTC price rally not yet over as institutions deplete OTC supply

The likely consequences of this unprecedented demand and reduced supply is creating the perfect storm for soaring crypto values.

If you act now, even a small one, could deliver mouth watering returns. We catty out the research and analytics sop you do not have to.

Others are already taking notice: Yahoo Finance predicts this crypto event will “Spark an Investor Frenzy.”

Take Action Now!: Don’t let the naysayers distract you, follow the money.

Review the synopsis below on BTC, ETH, and other coins in the SPI-Club Cryptocurrency Model Portfolio. Then go to the Members Area for the easy to understand analytics on the current “Movers and Shakers” and ensure you understand the risk analysis before making your move.

Your Future Self will thank you.

If you need help with more insights into Blockchain Technology or Cryptocurrencies let us know.  support@steinprivateinvestorsclub.com

Warmest regards,

Stuart

Stuart Langan

SPI-Club Founder and Editor

PS: I do not completely understand how Blockchain or Crypto Currencies work, but nor do I understand how my mobile phone, or motor car works, and many other things we all take for granted, but because they have reached Mass Market Adoption, we trust them and would find life more difficult without them.  Do not wait for Blockchain and cryptocurrency to reach Mass Market Adoption before getting involved, as you will have missed the big gains!

SPI-Club Crypto Model Portfolio Picks

1. Bitcoin (BTC)

Purpose: Bitcoin is the first and most prominent

urrency, created as a decentralized digital currency that allows peer-to-peer transactions without intermediaries.

Key Features:

• UsesProof-of-Work (PoW) consensus for network security.
• Capped supply of 21 million BTC, ensuring scarcity and store-of-value potential.

• Often referred to as “digital gold” due to its role as a hedge against inflation.
• Adoption: Widely accepted as a means of payment, a reserve asset for institutions, and an inflation-resistant store of value.
• Recent Developments: Increasing integration in financial systems (e.g., ETFs, corporate treasuries) and global adoption by countries like El Salvador and others exploring Bitcoin-backed economies.

2. Ethereum (ETH)

Purpose: Ethereum is a blockchain platform that enables developers to build decentralized applications (dApps) and smart contracts.

Key Features:

• Transitioned to Proof-of-Stake (PoS) in the Ethereum 2.0 upgrade (“The Merge”), improving energy efficiency and scalability.
• Supports DeFi, Non Fungible Tokens (NFTs), gaming, and Web3 applications.
• ETH, the native token, is used for transaction fees and staking.
• Adoption: Backbone of decentralized finance (DeFi) and NFT ecosystems, powering platforms like Uniswap, OpenSea, and Aave.
• Recent Developments: Rollout of Layer 2 solutions like zkRollups to enhance scalability and reduce transaction costs.

3. Solana (SOL)

Purpose: Solana is a high-performance blockchain designed for fast, low-cost, and scalable dApps.

Key Features:

• UsesProof-of-History (PoH) and Proof-of-Stake (PoS) for high throughput.
• Focused on scalability with transaction speeds exceeding 65,000 TPS.
• SOL token is used for transaction fees and staking.
• Adoption: Popular in DeFi, gaming, and NFT projects, with marketplaces like Magic Eden.
• Recent Developments: Recovery efforts after network outages and partnerships to expand NFT and DeFi ecosystems.

These projects reflect a diverse range of applications and innovations across the cryptocurrency landscape, from store-of-value (BTC) to DeFi (ETH, UNI) and NFTs (IMX), making them central to the evolving blockchain space.

4. Binance Coin (BNB)

Purpose: Binance Coin is the native utility token of Binance, the world’s largest cryptocurrency exchange.

Key Features:

• Powers the Binance Smart Chain (BSC) for DeFi, dApps, and NFTs.
• Used for discounted trading fees on Binance and payment for transaction fees on BSC.
• Deflationary token model with regular token burns.
• Adoption: Integral to the Binance ecosystem and widely used across DeFi and NFT platforms.
• Recent Developments: Expansion of BNB’s utility through cross-chain integrations and decentralized finance (DeFi) initiatives.

5. Cardano (ADA)

Purpose: Cardano is a third-generation blockchain platform designed for scalability, sustainability, and security, aiming to improve on earlier blockchain designs.

Key Features:

• Built on a Proof-of-Stake (PoS) consensus mechanism called Ouroboros.
• Focused on research-driven development, with peer-reviewed upgrades.
• ADA is used for transactions, staking, and governance within the network.
• Adoption: Popular in regions like Africa for blockchain solutions in supply chains, education, and identity systems.
• Recent Developments: Smart contract capabilities via the Alonzo upgrade, with continued focus on interoperability and scalability through the Hydra Layer 2 solution.

6. Uniswap (UNI)

Purpose: Uniswap is a decentralized exchange (DEX) that allows users to trade ERC-20 tokens directly through automated liquidity pools.

Key Features:

• Operates on Ethereum and enables trustless, permissionless token swaps.
• Uses an Automated Market Maker (AMM) model to replace traditional order books.
• UNI, the governance token, allows holders to vote on protocol upgrades and proposals.
• Adoption: A cornerstone of the DeFi ecosystem, powering token swaps for countless Ethereum-based projects.
• Recent Developments: Expansion of Uniswap to other blockchains (e.g., Arbitrum, Optimism) and ongoing focus on improving scalability and liquidity.

7. Immutable X (IMX)

Purpose: Immutable X is a Layer 2 scaling solution for Ethereum, specifically designed to support NFTs with zero gas fees and instant transactions.

Key Features:

• Built on StarkWare’s zkRollup technology for enhanced scalability and security.
• IMX, the utility token, is used for transaction fees, staking, and governance.
• Focused on carbon-neutral solutions to make NFT trading more sustainable.
• Adoption: Partnered with gaming companies and NFT projects, including Gods Unchained, Illuvium, and TikTok’s NFT collection.
• Recent Developments: Increasing traction in blockchain gaming and NFT ecosystems, with ongoing integrations to expand cross-chain functionality.

8. Cardano (ADA)

Purpose: Cardano is a research-driven blockchain focused on sustainability, scalability, and interoperability.

Key Features:

• Peer-reviewed development process and energy-efficient PoS consensus.
• ADA is used for staking, governance, and transaction fees.
• Adoption: Strong presence in blockchain solutions for education, supply chain, and identity verification.
• Recent Developments: Hydra scaling solution and growing DeFi ecosystem post Alonzo upgrade.

9. Bitcoin Cash (BCH)

Purpose: A Bitcoin fork focused on faster transactions and lower fees for payments.

Key Features:

• Larger block size than Bitcoin, enabling quicker and cheaper transactions.
• Aimed at everyday payment use cases.
• Adoption: Accepted by merchants for peer-to-peer payments.
• Recent Developments: Emphasis on global remittance and e-commerce solutions.

10. Chainlink (LINK)

Purpose: Decentralized oracle network connecting smart contracts to real-world data.

Key Features:

• Secure and reliable data feeds for blockchain applications.
• LINK token used to pay node operators and ensure data integrity.
• Adoption: Integral to DeFi, insurance, and gaming ecosystems.
• Recent Developments: Expansion to other blockchains and introduction of staking.

11. Polkadot (DOT)

Purpose: Polkadot enables interoperability between blockchains through a network of para chains.

Key Features:

• Shared security and scalability across connected parachains
• DOT is used for staking, governance, and bonding parachains.
• Adoption: A go-to platform for blockchain interoperability and Web3 development.
• Recent Developments: Expansion of parachains and launch of ecosystem-specific applications.

12. Uniswap (UNI)

Purpose: A decentralised exchange enabling trustless ERC-20 token swaps.

Key Features:

• AMM model with permissionless liquidity pools.
• UNI token governs protocol upgrades and developments.
• Adoption: Essential in DeFi, driving token liquidity and swaps.
• Recent Developments: Expansion to Layer 2 solutions for scalability.

13. Internet Computer (ICP)

Purpose: A blockchain designed to run decentralized internet applications at web speed.

Key Features:

• Provides a scalable and secure infrastructure for dApps and smart contracts.
• ICP token is used for computation and storage costs.
• Adoption: Supports innovative Web3 applications, including decentralized social networks.
• Recent Developments: Focus on developer adoption and ecosystem growth.

14. Polygon (MATIC)

Purpose: A Layer 2 scaling solution for Ethereum that improves speed, cost, and scalability.

Key Features:

• Combines Ethereum’s security with faster and cheaper transactions.
• Supports PoS and zk Rollups for scalability.
• Adoption: Powering DeFi, NFT, and gaming platforms with high-profile partnerships.
• Recent Developments: zkEVM launch and major integrations with enterprises.

15. Monero (XMR)

Purpose: Privacy-focused cryptocurrency with anonymous transactions.

Key Features:

• Obfuscates sender, receiver, and transaction amount using ring signatures.
• Prioritizes user privacy and security.
• Adoption: Widely used for private transactions.
• Recent Developments: Enhancements to privacy protocols and network efficiency.

16. Aave (AAVE)

Purpose: A decentralized lending platform for earning interest on deposits and borrowing assets.

Key Features:

• Supports over collateralized and undercollateralized loans.
• AAVE token used for governance and staking.
• Adoption: A leading DeFi protocol in lending and borrowing markets.
• Recent Developments: Integration with Layer 2 solutions and real-world asset lending.

17. VeChain (VET)

Purpose: A blockchain platform for supply chain management and enterprise solutions.

Key Features:

• Dual-token system with VET (value transfer) and VTHO (transaction costs).
• Tracks product authenticity and logistics using IoT and blockchain.
• Adoption: Used by industries like retail, agriculture, and healthcare.
• Recent Developments: Partnerships for carbon tracking and transparency solutions.

18. Immutable X (IMX)

Purpose: A Layer 2 scaling solution for Ethereum, specializing in NFTs.

Key Features:

• Zero gas fees for minting and trading NFTs.
• IMX token used for staking and governance.
• Adoption: Popular in blockchain gaming and NFT platforms.
• Recent Developments: Integration into gaming ecosystems like Gods Unchained and Illuvium.

19. Thorchain (RUNE)

Purpose: A cross-chain liquidity protocol for swapping native assets.

Key Features:

• Enables trustless cross-chain swaps without wrapped tokens.
• RUNE is used for liquidity incentives and network security.
• Adoption: Key player in decentralized exchanges with cross-chain functionality.
• Recent Developments: Growing adoption in DeFi and support for additional blockchains.

20. Theta Network (THETA)

Purpose: A blockchain for decentralized video streaming and content delivery.

Key Features:

• Reduces streaming costs through peer-to-peer bandwidth sharing.
• THETA token used for staking and governance.
• Adoption: Partnered with major media companies like Samsung and Google.
• Recent Developments: Expanding NFT capabilities and metaverse integrations.

21. The Sandbox (SAND)

Purpose: A blockchain-based metaverse for creating, owning, and monetizing virtual assets.

Key Features:

• Tools for creating games, avatars, and digital real estate.
• SAND token powers transactions and governance.
• Adoption: Collaborations with brands like Atari, Snoop Dogg, and Adidas.
• Recent Developments: Expansion of virtual real estate sales and partnerships.

22. Enjin (ENJ)

Purpose: Enjin is a blockchain platform designed to make NFTs and blockchain assets accessible, focusing on the gaming industry and digital asset creation.

Key Features:

• Enables developers to mint NFTs backed by ENJ, giving digital assets intrinsic value and ensuring scarcity.
• Offers tools like the Enjin Wallet, Marketplace, and SDKs for seamlessintegration into games and apps.
• ENJ token is used to back the value of NFTs, ensuring real-world utility and liquidity.
• Adoption: Widely adopted in blockchain gaming and NFT projects, with notable partnerships including Microsoft (Azure Heroes), Unity, and major gaming studios.
• Recent Developments: Launch of Efinity, a Polkadot-based blockchain designed for NFTs, offering cross-chain compatibility and faster transactions.
• Continued focus on creating a sustainable, carbon-neutral NFT ecosystem to attract environmentally conscious users.

Enjin stands out as a leader in blockchain gaming and NFT innovation, providing tools that empower developers and gamers to create and trade digital assets seamlessly.

Our  “DIY”, “Done for YOU”, or “Done with YOU services”

Failure is not an option!

Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.

This is a member-only content. Only premium members can read this. Please click here to read details about our premium membership plans.

The USA ADVANCE Act is accelerating the deployment of advanced nuclear technologies across the U.S., with NuScale Power (NYSE: SMR) and BWX Technologies (NYSE: BWXT) leading the charge in the fast-growing Small Modular Reactor (SMR) space.

NuScale Power (NYSE: SMR) +459.39%

• Industry Leader: NuScale is pioneering SMR technology, which is safer, more flexible, and scalable than traditional nuclear power.
• Legislative Support: The ADVANCE Act provides significant tailwinds for their SMR deployment.
• Growth Potential: SMRs are well-suited for utility-scale power generation and off-grid applications, such as military and industrial use.
• Key Contracts: Partnerships with Utah Associated Municipal Power Systems and AWS, a subsidiary of Amazon,  highlight significant interest in stable, clean energy.

Current Status: With shares up over 500% year to date, NuScale remains a higher-risk, high-reward play with long-term potential in the clean energy transition.

BWX Technologies (NYSE: BWXT) + 46.76% YTD

Diversified Strength: With established revenues from defense, nuclear medicine, and SMRs, BWXT offers balanced growth and income potential.

• Government Ties: Major U.S. government contracts for defense nuclear reactors and SMRs, positioning BWXT for growth as nuclear demand rises.
• Dividend Stability: Pays a 1.4% dividend, appealing to income-focused investors seeking exposure to nuclear energy advancements.
• Profitability: Generates substantial positive cash flow, with strong financials and steady income from defense contracts.

Current Status: BWXT offers a more stable investment with exposure to SMR growth, benefiting from both energy and defense markets.

Both companies stand to benefit as nuclear energy becomes a key pillar in the global clean energy transition.

This is just a short synopsis of the long-term potential for these companies in an exciting market sector. I will be providing individual Trade Alerts next week with much more detail, if you want an advanced copy of the draft please reach out.

Their statistics and our unique analytics have been added to the SPI-Club Disruptive, Innovative Equities Model Portfolio for members viewing.

Your feed-back is always welcome.

Best regards,

Stuart

Stuart Langan

SPI-Club Founder & Editor

Our  “DIY”, “Done for YOU”, or “Done with YOU services”

Failure is not an option!

Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.

https://www.youtube.com/watch?v=iVwwXuWiSy4 With the recent USA election results, it’s now clear that the Trump administration will lead in the White House, holding a solid majority in the Senate and the House of Representatives as well. Imagine the possibilities and opportunities if his full agenda gets enacted! This political landscape seems to bode well for innovative and disruptive North American equities, as well as for cryptocurrencies, which have already rallied on the news. “Now more than ever, opportunities in these sectors are worth exploring.” The Biotech Sector During our lifetimes, we’ve witnessed nothing short of a miracle in the evolution of medical technology. Remember when checking your temperature meant holding a glass thermometer under your tongue? Today, a simple laser scan across your forehead does the trick — straight out of Star Trek. The most profound advancements have unfolded in biotechnology. From cutting-edge diagnostics to revolutionary medications, this sector has fundamentally transformed how we approach healthcare. The watershed moment came in 2020, as the urgent quest for a COVID-19 cure unleashed a tidal wave of new investment, swelling the biotech market by a staggering $284 billion. However, this influx was short-lived. Share prices surged as eager investors flooded in, but when post-COVID “reopening”, interest in biotech waned just as rapidly. Many of these Biotech companies had revenue and earnings potential locked years into the future, heavily reliant on successful drug trials or Federal Drug Agency (FDA) approvals. But here’s where the story takes a turn. Despite the setbacks, the 2020s are poised to become the defining decade for biotech and DNA technology, especially as Artificial Intelligence (AI) begins to unlock unprecedented possibilities. Biotech’s Big Revival Biotech investing peaked dramatically in late 2021, fuelled by pandemic-driven urgency.  As the pandemic receded and interest rates spiked, attention shifted to the booming AI trend. Now, with valuations more reasonable, the smart money is returning to biotech JPMorgan has established a dedicated team to invest in emerging biotechnologies. Blackstone Group has quietly funnelled $137 billion into biotech. Goldman Sachs recently spearheaded a $100 million funding round in the sector. Even elite family offices, managing wealth for families with over $100 million are making significant bets on biotech. The Financial Times recently reported: “Biotech is the ultimate impact investment. Family offices can’t get enough of it, and Warren Buffett is even a believer.” Backing this up, Berkshire Hathaway made a landmark investment of $192 million into biotech, marking its first foray into this transformative field. The writing is on the wall: we’re at the dawn of a massive growth wave. Vanguard, the world’s largest investment fund, echoed this in a comprehensive study of upcoming megatrends. Their Global Head of Investments declared: “If I had to pick one field that was going to be bigger than the Internet, it would be DNA technology.” So, how do you position yourself to capitalize on this rapidly emerging sector? Go to the Innovative, Disruptive Model Portfolio in your members area and you will see 9 Picks in this sector. Study the analytics and note  there is a average “all time” upside across the Picks of 432.84%. To help you I will provide a rapid response and publish individual Trade Alerts on each of our 9 “Picks” that will follow soon. Trade Alert: Twist Bioscience (TWST) Twist Bioscience, a key innovator in synthetic DNA, is strategically positioned to capture growth in biotechnology and data storage markets. As genomic research accelerates, the company’s proprietary silicon-based DNA synthesis technology is driving the future of personalized medicine, agriculture, and even data archiving. With strong intellectual property and partnerships with major biotech players, Twist is primed to benefit from increased demand in gene-based solutions. Performance – 1D +5.29%,  YTD +31.12%, 5Y 103.13% Key Catalysts: Growth Potential: Twist’s platform continues to gain traction in fields ranging from precision medicine to agricultural biotech. Upcoming Milestones: Keep an eye on their next earnings report and potential new partnership announcements, which could drive investor confidence. Long-Term Vision: As data storage and synthetic biology converge, Twist is well-poised to ride a significant multi-year growth wave. That’s it for this Trade Alert.  Do let me know what you are buying and click on the link at the top (if it doesn’t open, copy and paste into your browser) to see my new Landing Page Video and please pass it on to interested parties. There remains a special free membership upgrade offer saving $1,999 to the first 40 people who join SPI-Club, so do not delay. Best regards Stuart Langan SPI-Club Founder Our  “DIY”, “Done for YOU”, or “Done with YOU services” Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.

Nuclear Reactors Fast Emerging Technology to Meet Rising Energy Demands

The USA ADVANCE Act is accelerating the deployment of advanced nuclear technologies across the U.S., with NuScale Power (NYSE: SMR) and BWX Technologies (NYSE: BWXT) leading the charge in the fast-growing Small Modular Reactor (SMR) space.

NuScale Power (NYSE: SMR) +459.39%

• Industry Leader: NuScale is pioneering SMR technology, which is safer, more flexible, and scalable than traditional nuclear power.
• Legislative Support: The ADVANCE Act provides significant tailwinds for their SMR deployment.
• Growth Potential: SMRs are well-suited for utility-scale power generation and off-grid applications, such as military and industrial use.
• Key Contracts: Partnerships with Utah Associated Municipal Power Systems and AWS, a subsidiary of Amazon,  highlight significant interest in stable, clean energy.

Current Status: With shares up over 500% year to date, NuScale remains a higher-risk, high-reward play with long-term potential in the clean energy transition.

BWX Technologies (NYSE: BWXT) + 46.76% YTD

Diversified Strength: With established revenues from defense, nuclear medicine, and SMRs, BWXT offers balanced growth and income potential.

• Government Ties: Major U.S. government contracts for defense nuclear reactors and SMRs, positioning BWXT for growth as nuclear demand rises.
• Dividend Stability: Pays a 1.4% dividend, appealing to income-focused investors seeking exposure to nuclear energy advancements.
• Profitability: Generates substantial positive cash flow, with strong financials and steady income from defense contracts.

Current Status: BWXT offers a more stable investment with exposure to SMR growth, benefiting from both energy and defense markets.

Both companies stand to benefit as nuclear energy becomes a key pillar in the global clean energy transition.

This is just a short synopsis of the long-term potential for these companies in an exciting market sector. I will be providing individual Trade Alerts next week with much more detail, if you want an advanced copy of the draft please reach out.

Their statistics and our unique analytics have been added to the SPI-Club Disruptive, Innovative Equities Model Portfolio for members viewing.

Your feed-back is always welcome.

Best regards,

Stuart

Stuart Langan

SPI-Club Founder & Editor

Our  “DIY”, “Done for YOU”, or “Done with YOU services”

Failure is not an option!

Disclaimer: SPI-Club provides information and guidance but does not offer investment advice. Please conduct your research and consult with financial professionals before making any investment decisions.