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114% Gains on POET from Jonathan Rose…Where to Look Now…A Power Grid That Can’t Keep Up…How Brian Hunt Invests…Nvidia’s Quantum Reversal…How to Invest?
As I write on Wednesday, stocks are rising on last night’s news that President Donald Trump has extended a ceasefire between the United States and Iran that was set to expire today.
Trump said the move was justified because Tehran’s government was “dangerously divided.” The truce will now continue until Iran’s leaders present a unified proposal to end the war with the United States and Israel.
The extension came after the collapse of the second round of peace talks scheduled in Islamabad. Vice President J.D. Vance was scheduled to travel to Pakistan for negotiations, but Iranian officials refused to attend, citing what they described as unreasonable American demands.
Trump said the Pakistani leadership — specifically Prime Minister Shehbaz Sharif and Field Marshal Asim Munir — had asked the United States to postpone the resumption of strikes while Iran worked toward a unified position.
Meanwhile, Iranian gunboats fired on three ships in the Strait of Hormuz today, seizing two of them and escorting them to Iranian waters – so travel through the world’s most important oil strait remains limited. Iran says it will not reopen the strait or resume talks until the US naval blockade ends. However, the blockade remains in place.
Despite the ongoing Hormuz drama, US stocks are focused on an indefinite ceasefire as I write – all three indices are higher. We will continue to follow the latest developments.
Shifting from geopolitics, one trade digest Readers had the chance to act in February and turned out to be a triple-digit winner…
Jonathan Rose’s POET trade has exploded
114%.
This is roughly what you would be sitting on if you acted on February 12thy digest When we defined trade on Poet Technologies Inc. (poet) – A small semiconductor company at the heart of the AI infrastructure boom.
This came about thanks to veteran Jonathan Rose, who recommended it Masters in Commerce: All Access Subscribers.
Here’s Jonathan with a quick recap of the basics of the trade:
Copper generates heat. Heat requires energy. Power has become the constraint within modern data centers.
The solution the industry is racing toward is optical interconnection, i.e. transmitting information with light rather than electricity. Faster, dramatically more efficient, and massively cheaper.
This is where POET Technologies Inc. (poet) enters.
POET designs optical engines that transmit data using light instead of traditional electrical signals. As AI clusters grow larger and faster, the communications that connect thousands of processors together have become a bottleneck. POET offers the solution.
Now, as you can see in the chart above, most of the gains have come in recent days.
Here’s Jonathan from earlier this week explaining:
POET Technologies shares rise again…
This latest move is fueled by social media chatter linking POET’s photonics platform to the Nvidia-Marvell AI supply chain, along with commentary from a former Sivers Semiconductor executive pointing to a deeper role in that ecosystem.
If you missed the move, Jonathan remains very bullish on POET stock – one of his favorite stocks – but for now, taking profits is the game, not adding more exposure.
Here is his note to subscribers:
Sentiment rose sharply after the company retracted its short selling report, and the stock is now one of the most actively discussed names in the media and momentum is building rapidly.
This is exactly the kind of environment in which we want to get to print and take risks off the table.
The move here is driven more by narrative expansion than fundamentals, with stocks now expanding after their strongest rally in months.
We’ll continue to track this trade, but for now, a big congratulations to all of Jonathan’s subscribers who are making money this week, as well as everyone else. digest Readers who jumped into this trade.
The next potential triple-digit winner that Jonathan is eyeing
in Monday Masters in Commerce: Live videoJonathan delved into AI-based water economics. This is a trillion-dollar investment ecosystem that no one has touched yet.
This is Jonathan from the video:
Every hyperscaler needs water to cool its AI chips. This creates demand not only for the machines that do the cooling, but also for the infrastructure that transports, treats and recycles that water.
There are two main categories here: the cooling systems themselves — things like heat exchangers, chillers, and immersion tanks — and the water infrastructure that feeds those systems.
Jonathan has built a watch list to trade both opportunities.
On the infrastructure side, there is one stock he likes Modin Manufacturing Company (Ministry of Defense). It is a world leader in thermal management, engineering and manufacturing of heating, cooling and ventilation solutions.
But the water side is the most interesting…
Morgan Stanley expects water use in AI data centers to grow 16-fold by 2028. Back to Jonathan:
When you see a new industry expanding like this, the opportunity is positioned early – before it is fully priced.
We’ve already seen strong performance in cooling names. Some of these stocks rose significantly. But the water infrastructure side hasn’t moved much yet – and that’s where I think the opportunity is still there.
on monday Masters in Commerce: Live Video, Jonathan tagged one of his favorite stocks related to this opportunity:
It’s a smaller-cap name — around $600 million — which means it can be volatile, but also has significant upside potential if the theme plays out.
For stock name and additional details, You can check out the free episode here.
Bottom line: If you’re looking for an opportunity that Wall Street hasn’t yet offered, take a look at the AI-based water economy.
You can get Jonathan’s latest trading ideas – absolutely free – every day the market is open at 11 a.m. ET in his store. Masters in Commerce: Live Broadcast. You can subscribe here.
The wires that power the age of artificial intelligence
Let’s move on to another electricity-driven opportunity – one that runs parallel to everything Jonathan just brought up but viewed from a different angle.
While the AI-based water economy focuses on cooling machines, there is an equally pressing problem on the other side…
Get enough power for them in the first place.
This problem extends directly to one of the most neglected parts of America’s infrastructure.
Brian Hunt, editor Money and mega trendshas been urging readers to take advantage of this opportunity for months. Here’s how to frame it:
All the electricity generation in the world isn’t worth much if you can’t get it to consumers.
The American power grid is often called the world’s largest machine — a giant network of power plants, transmission lines, substations, and underground wires.
Most people barely know it’s there. But without it, the lights won’t turn on, there won’t be Netflix, and your iPhone won’t charge.
The problem?
This “machine” has aged badly. Brian points out that the American Society of Civil Engineers gave the energy sector a D+ in its 2025 Infrastructure Report, citing high demand for electricity, deteriorating infrastructure, and a serious shortage of transportation capacity.
On top of this crumbling grid, we now rely on artificial intelligence and next-generation technologies with their unprecedented electricity demands.
It’s like connecting a fire hose to a garden hydrant. The pressure is coming. The tube is not ready.
Every hyperscale data center built, every electric car plugged in, every semiconductor factory connected to the Internet – it’s all powered by electricity.
here Technology from within To give you an idea of the scale of this problem:
The International Energy Agency now expects electricity consumption in global data centers to exceed 1,000 terawatt hours by the end of 2026, an amount equivalent to Japan’s total annual electricity use.
The AI economy doesn’t just need more electricity. It needs more full Japanese value.
But for investors who recognize the problem, this is a huge opportunity. Back to Brian:
High demand for electricity… a grid in desperate need of modernization… the global race for artificial intelligence supremacy… and trillions of dollars in economic output at stake. This is a recipe for a bull market in companies that build, repair and modernize our energy grid.
So, how do you play it?
Here are two of Brian’s ideas:
Homogeneous power systems (MPWR) – Power Management Semiconductor Company, whose chips are at the heart of efficient power delivery within data centers. It’s up 58% since Brian’s original analysis.
Quanta Services (PWR) – The largest specialized contractor in North America, carrying out field work to build and upgrade the network. It’s up 41% since the original note as well.
You can get The rest is in Brian’s choices in his case here.
Here’s his bottom line:
The big business and technology trends that change the world tend to occur over years, not months. Upgrading the power grid is one such trend. The Money & Megatrends indicator remains bullish.
You can access Brian’s Power Grid Upgrade’s full analysis – including the full purchase list – for free By subscribing to Money and mega trends here.
We’ll keep you updated on all these stories here at digest.
I wish you a good evening,
Jeff Remsburg
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