Editor's note: If you spot the shift in trends before momentum builds, you can find tomorrow's winners early on...
That's what Landon Swan, cofounder at our corporate affiliate TradeSmith, has done for his subscribers. Using his proprietary system, he has spotted several triple-digit winners before they caught on. Now that same system has found another trend in the AI sector. And he's teaming up with another of our colleagues to take full advantage.
In today's Masters Series, adapted from the June 6 issue of the free Altimetry Daily Authority e-letter, Landon explains how his system works... and why you should be looking out for AI's new developing boom...
Something Big Is Brewing in AI and Energy
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 Litman of our sister company Altimetry...
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.
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, and 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 Markets (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.
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.
We look forward to seeing how these companies can fuel the next AI trend and reward investors who get in early.
Cheers,
Landon Swan
Editor's note: Landon and Joel both spotted a brand-new investment opportunity in the AI sector. This handful of obscure, relatively unknown stocks could result in 10 times gains... or more.
As America continues to compete with China in the AI race, these companies will play a pivotal role in kickstarting what BlackRock predicts will be a $23 trillion supercycle. To learn more about this upcoming trend and how to position yourself, click here.
