One overlooked AI infrastructure stock rose after Lewis’s system flagged it early
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Too many investors spend their time chasing the hottest stocks that everyone already knows about — and have already made their biggest moves.
Legendary investor Louis Navellier has achieved one of the most enviable multi-decade records in our industry by going a different route: looking in places where almost no one else is paying attention.
On Friday digest In Takeover, Lewis explains how his Stock Grader system identified a little-known AI infrastructure company long before Wall Street took off — a stock that eventually rose more than 1,100% in just over a year.
Most importantly, he explains Why His system signaled this early on: a combination of improving fundamentals and quiet institutional buying tied to one of the biggest emerging bottlenecks in AI — authority.
As Lewis explains below, AI is not just a software story. It’s a massive build of physical infrastructure – creating entirely new winners beneath the surface of the market. Now, he says his system has identified 53 additional stocks showing similar signs at an early stage.
Lewis will delve deeper into this setup during a free event next Wednesday, May 13, at 1:00 PM ET, where he will also share his most compelling thoughts on this next phase of the AI boom. You can reserve your place here.
Bottom line: If Lewis is right, the next major AI winner probably isn’t a household name yet — but for investors who spot it early, the upside could be a game-changer for their portfolio, just like the 1,000+% winner you’re about to read about today.
I’ll let Louis take it from here.
I wish you a good evening,
Jeff Remsburg
Every investor has spent the last few years watching Nvidia company (NVDA) It’s up 1100% since ChatGPT launched in November 2022 and had the same idea at one point:
I wish I had found it sooner – before everyone else did.
I understand this feeling. But everyone who feels this way needs to understand something important.
I’ve been at this for almost 50 years. I can say beyond a shadow of a doubt that The next big winner is always around the corner.
It rarely looks like the latter.
It is hardly a ticker symbol that everyone already knows.
It arrives quietly in the form of a smaller, under-the-radar company.
A small company usually solves a real problem at the precise moment it becomes urgent – before the rest of the market finds out.
This is exactly what happened with a company I recommended to my followers in the spring of 2025 Stock grader The system discovered it before anyone was talking about it – and today, we’re at a gain of 1,142% in about 14 months.
per day Market 360I want to share with you how I found this stock – and what my system was seeing before anyone else.
Next, I will explain why I believe this setup could lead to one of the biggest market opportunities we have seen in decades.
I’ll also show you how to access the full list of 53 stocks currently showing the same early signals — including details of my own May 13 eventwhere I’ll share my most convinced picks and a free stock recommendation.
The AI problem that most investors have ignored
Last year, there was something about the AI boom that not everyone in the media noticed.
Talk about chips. Latest models. Program.
But AI is not just a digital revolution. It’s a physical issue. Every query, every enterprise application, and every automated system is powered by a power-hungry, 24-hour data center.
Training advanced AI models consumes huge amounts of energy. It takes more to spread it widely.
According to Axios, there are nearly 3,000 data centers currently under construction or planned across the United States, in addition to nearly 4,000 already in operation. Some forecasts suggest that demand for energy using AI is set to soar over the next few years — much faster than utilities can expand the grid.
In many areas, utilities simply cannot expand their capacity fast enough. Transmission upgrades take years. Utilities are backed up with years of connection requests. Some new projects experience delays simply because the network cannot handle the extra load.
A single large-scale data center can consume as much electricity as twice the peak daily demand in a major city like New Orleans. These companies cannot wait for the network to catch up. They need power now, at the point of use, independent of the constraints of the wider grid.
But one company had been quietly building this capability for years before most investors realized that energy was the next bottleneck for AI.
Helping data centers go off the grid
Bloom Energy Company (He is) Makes Bloom Energy Server – a transportable system that converts natural gas and other fuels into electricity directly on site, without the need for a grid.
For data center operators, this is a game changer. Here’s what it looks like…
Instead of waiting years for grid upgrades that may never come, they can plug in a Bloom Box and generate their own reliable power, right where they need it.
The demand has been huge. Goldman Sachs expects global data center energy demand to rise 220% by 2030 from 2023 levels. US data centers already account for 7% of total US electricity consumption – and that number is rising rapidly.
Every major player in AI – Google Inc. (Google), Meta Platforms Inc. (dead), Microsoft Corporation (MSFT)and OpenAI – Spend aggressively on infrastructure. Big tech companies are expected to spend nearly $725 billion on AI this year alone… nearly $2 billion per day.
Some experts believe that another $3 trillion in investments is in the pipeline.
It all takes strength.
In November 2024, Stock grader It upgraded Bloom Energy to a strong rating. I’ve watched, and the stock has put together a nice streak of consecutive bullish valuations.
This is exactly what I’m looking for, so I recommended it to my subscribers in March 2025.
The stock traded at around $23 per share. Its market value reached about $5 billion. There were no breathless headlines. There are no Wall Street analysts pounding the table. No one in the financial media has written about AI energy infrastructure yet.
What happened next was nothing short of incredible.
As of this writing, we’re up 1,142% – and I think there’s still room to go…
What my system saw — and why it matters
for me Stock grader The system has seen two things going at the same time: strong and improving fundamentals, and institutional money quietly starting to move in. This combination – constantly firing signals together – is exactly what my system was designed to detect.
Ratings tend to change before the price changes. By the time the story is on the front page of The Wall Street JournalTypically, smart money has been accumulating for months.
Bloom Energy is quickly becoming the standard choice for on-site energy.
But just over a year ago, I didn’t know Bloom would sign a landmark deal with American Electric Power for up to 1 gigawatt of fuel cell capacity. Little did I know it would get a $502 million purchase order for on-site power systems to protect AI server manufacturing from grid outages and wildfires.
My system didn’t need to know any of that. He saw the signs. That was enough.
The results speak for themselves.
Bloom’s most recent quarterly earnings on April 28 were extraordinary.
First-quarter revenue rose 130.4% year-over-year to $751.1 million, nearly $211 million higher than analysts expected. Product revenues alone jumped by 208.4%.
Earnings came in at $0.44 per share versus analysts’ expectations of $0.13 – an impressive earnings surprise of 238.5%. Management raised its full-year revenue forecast from $2.02 billion to $3.4 billion to $3.8 billion.
What is this really about
I’m not telling you Bloom’s story to impress you. I’m telling you that because it says something important about how my system works, and why I think now is one of the most important moments to pay attention to in decades.
Bloom was a mid-sized company solving a real problem that almost no one on Wall Street cared about when my system discovered it. The market cap was around $5 billion when Nizami first pointed it out.
Now, the company is worth $82 billion.
And if you want to find the next big winner – Bloom or the next Nvidia – I know exactly where to look…
Right now, my system has flagged 53 smaller stocks that are showing the same early signs – strong fundamentals, building institutional buying pressure, and consistent top stock ratings. Stock grader Month after month.
I call it Exclusion list. Most of them are names you may have never looked at before. They are completely off Wall Street’s radar. But one of them could be the next Bloom Energy story…
There’s a reason my system keeps finding stocks like Bloom before Wall Street does. It’s not about being smarter than the big boxes. In fact, it’s about something they simply can’t do – no matter how much money they have. I’ll explain why during the May 13 event.
That day at 1pm ET, I will be doing a live walk One of the biggest opportunities I’ve seen in decades (Register for this event here)— and to share my most convincing picks from this list. When you sign up, you will immediately receive the full exclusion list of 53 stocks. During this event, I will also share one stock that I believe is particularly well positioned for this next phase of the market.
Go here to reserve your place now.
note: I’ve worked with Lewis for a long time, and one thing I’ve learned is that he pays very close attention to what’s going on beneath the surface of the market — especially when big institutional money starts quietly moving into smaller stocks before the headlines appear. What he presents in today’s issue makes a lot of sense to me, especially given where we may be headed with Fed spending and AI infrastructure. If you haven’t registered for the May 13 event yet, I highly encourage you to do so Take a look here.
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