Energy, pharmaceuticals, biotech almost doubled overnight – this is where the smart money is moving
Listen to the audio version of this article (generated by artificial intelligence).
The power of AI is hitting new heights… a pharma stock is hiding in plain sight… and a biotech trader’s edge you can steal…
Before we dig in today, how I did it micron(in) He does?
By the time you read this, the memory giant will have reported earnings — and they fell shortly after the closing bell today.
Micron is one of the clearest signals we have of real-world AI infrastructure demand. A strong print could give AI trading a fresh tailwind heading into tomorrow’s open. The mistake could give the Bears something new to work with.
Regardless, we’ll have the full recap for you tomorrow. For now, check the numbers – they will give you an idea of tomorrow’s market.
Meanwhile, there’s no shortage of headline noise at the moment.
Inflation data, Fed uncertainty, geopolitical tremors – take your pick. But somewhere amid all the noise, many stocks are rising for real, fundamental reasons. Companies with real tailwinds, catalysts and expert conviction behind them.
Today, let’s make that our focus. There is no deep dive into macroeconomics, no speculation from the Fed, and no worry about market overhangs. Just three stocks our analysts love — and why. All for one goal…
Put a few more dollars in your pocket.
Bloom Energy: The stock that just hit a record high for very good reason
last thursday, Bloom Energy Company (He is) It rose 15% to a record high of $328.91. The rally continued into the next trading session on Monday, lifting the stock an additional 5% to a new all-time high of $345.85.
Here’s what happened – and why it’s important to look forward…
The Federal Energy Regulatory Commission (FERC) voted to order the nation’s largest electric grid operators to significantly speed up the time it takes major energy users to connect to the grid.
Under the new guidance, network operators have 30 days to report available capacity and 60 days to submit formal plans for overhauling their backhaul bases — all aimed at cutting the timeline for data center connectivity from years to roughly 90 days. FERC Chairwoman Laura Sweet called the decision “historic.”
For Bloom Energy, this is more than just a headline. It validates the entire bet the company has made in the AI data center market.
Our chief analyst Brian Hunt, who writes our free daily newsletter Money and mega trendshas been building the bull case for AI-powered energy consumption stocks for some time.
Here’s Brian explaining the bigger picture:
Given the enormous promise of AI, major technology companies such as Google, Amazon, Microsoft, OpenAI, Oracle, and Meta have invested more than $1 trillion in specialized semiconductors, data centers, and other components of their AI infrastructure.
They are on track to invest about $700 billion this year alone and more than $3 trillion after that. The scale and speed of this investment boom is unprecedented. It is the largest collective investment effort ever.
AI infrastructure is expected to consume huge amounts of electricity. Goldman Sachs expects global data center energy demand to rise by 50% by 2027 and up to 165% by the end of the decade.
The new base helps power users connect faster, but it doesn’t generate more electricity right away. The power grid is already strained.
What makes Bloom particularly well placed to do this is his “bring your own strength” thesis. The company’s solid oxide fuel cells – known as “Bloom Boxes” – enable data center operators to generate electricity on-site rather than waiting years to connect to the grid.
The FERC ruling now validates this approach at the regulatory level — and even as traditional connections increase in speed, data centers powered by Bloom technology can bypass the queue entirely.
Brian points out that the financial results confirm the demand…
Bloom reported first-quarter revenue of $751 million — up 130% year over year — and raised its full-year guidance to between $3.4 billion and $3.8 billion. The backlog of projects has risen to $20 billion.
Here’s Brian with his overall investment logic:
When you invest in the industries and companies that power the growing AI industry, you’re not risking your money by trying to choose the company that creates the best AI model…
Instead, you’re making a safe bet that every company and individual using AI will end up purchasing some electricity to power it.
No matter who builds the best AI applications… every AI company and every AI user must buy some electricity.
To get more of Brian’s ideas, send him a free issue of Money and mega trends Every day the market is open. It’s packed with actionable insights and specific stock indicators. to join him, Just click here.
Royalty Pharma: A quieter way to boom in AI healthcare
Not every way to play AI is a chip stock.
Our global expert, Eric Fry, editor Fry investment reportHe recently identified three stocks that he considers “forever stocks for the AI era” – companies with solid business models that AI tailwinds are quietly strengthening.
One of the most interesting to me is Royalty Pharma Company (Rubrics). The name doesn’t scream “AI game,” but that’s part of what makes it worth a look.
Here’s Eric:
The biotechnology sector, in particular, presents a compelling and timely opportunity for the age of artificial intelligence. But investing in this high-risk sector can be a confusing and difficult endeavor.
A unique company called Royalty Pharma Plc (Rubrics) removes some of the risk and confusion from the equation.
As its name suggests, the company manages a portfolio of royalties on both approved and development-stage drugs.
Eric points out that since going public in 2020, the company has acquired royalties for more than 35 commercial products and 17 product candidates in development. The company’s equity-based business model generates exceptionally high profit margins.
So the investment logic here is straightforward.
As AI compresses the drug discovery timeline and expands the number of viable drug candidates in development, the equity portfolio becomes a broader, less risky way to capitalize on this acceleration — without having to choose which drug candidate will win.
Royalty Pharma retains royalties on drugs from cancer to rare diseases, acting as a game of picks and shovels in the biotech space by funding the broader industry rather than gambling on individual trials.
If you want more investment ideas from Eric that go beyond today’s obvious chip games, “Sell this, buy that“Streaming is giving away seven free deals – including a lesser-known alternative to Nvidia – that it believes could double your money over the next 12 to 24 months. You can watch it here for free.
Jonathan Rose, QURE, and what’s next for his Catalyst Board
Last Wednesday was a good morning for traders following our trading expert, Jonathan Rose.
Marked arrow – Unicure Nevada (Q) – It opened at around $43, touched $48.88 during the day and closed at a high of $47.
Its previous closure? $26.99.
Therefore, this move registered a gain of 81%, overnight.
Last week, Jonathan wrote about the trade, noting that the catalyst has been a long time coming…
QURE is developing AMT-130, a gene therapy for Huntington’s disease. It is a devastating genetic neurodegenerative condition for which there are no approved disease-modifying treatments anywhere in the world.
On June 17, the FDA reversed its previous course, confirming that three years of clinical data from a phase 1/2 study would be acceptable as a basis for submitting accelerated approval. The company plans to file the relevant papers in the third quarter of this year.
Jonathan, editor Master of CommerceHe was observing this for eight days before the market noticed it.
Here he explains:
On June 9th, during the Trading Master live stream, with QURE price around $26, I marked a trade.
A multi-million dollar options order hit the tape during the strikes of October 33 and 43. No guesses. There are no subjective chart patterns. Undeniably real trades with institutional size and conviction, the kind of orders that wouldn’t come from someone “trying their luck.”
So, I did my due diligence: I checked for deflection. The deviation was screaming. Calls roughly $10 above the stock traded at a steep premium to puts the same distance below.
translation? Someone with a lot of capital thought this stock was going up, and they were willing to pay up to express it.
QURE NOW Yesterday’s trading. But Jonathan’s catalyst plaque has five other names on it.
Something that seems particularly promising to me right now is… Ionis Pharmaceuticals Company (ions). This was Jonathan’s favorite when he developed this catalyst plate.
The FDA has a Prescription Drug User Fee Act (PDUFA) decision due June 30 — just six days from now — regarding Ionis’ drug olisarsen. A PDUFA means that the FDA is about to announce its ruling (approval, disapproval, or request for more data) on the drug company’s new drug or biologic application.
Olizarsen treats severe hypertriglyceridemia, a condition that leaves nearly three million Americans vulnerable to attacks of acute pancreatitis without any effective treatment options.
If all goes well, Ionis’ CEO said the company is ready to launch “end of June, early July.”
Now, there is one wrinkle to watch as you consider this stock. Back to Jonathan:
I’ll be doing you a disservice if I don’t report something… Insiders have been net sellers of ~$57.8 million over the last three months.
This does not kill the thesis. This means I watch the tape a little closer.
This is the kind of nuance – seeing both the upside and the risk – that separates traders who last from traders who explode.
Jonathan teaches within his framework the same framework he used at QURE Master of Commerce challenge Of course – how to spot unusual options activity, structure risk-defined trades, and separate meaningful signals from market noise. If you would like to join, you can learn more about Masters in Business Challenge here.
So there you have it – three potential money makers: a long-term AI energy play, a “forever” stock designed to anchor a portfolio for decades, and a short-term speculative biotech with a catalyst six days out.
We will continue to track these three things as the stories develop.
I wish you a good evening,
Jeff Remsburg
