Listen to the audio version of this article (generated by AI).
Managing Editor’s note: Our colleague, Landon Swan, of MegaTrends has spent 25 years building a system that tracks consumer behavior across social media posts, search trends, and web traffic to spot market winners early.
That edge has produced 31 triple-digit wins for subscribers over the past five years, including a 461% gain on Oklo and a 556% gain on Robinhood.
Right now, that system is flashing one of the strongest signals he’s ever seen – on the companies solving America’s AI energy crisis. In the essay below, Landon makes the case for why this could be his biggest opportunity yet.
He and Joel Littman – a trusted financial analyst from our affiliate Altimetry – will name four small companies at the center of it at The U.S. AI Summit on July 2.
These Two Systems Just Flagged America’s Next Mega Trend
BY LANDON SWAN, COFOUNDER, MEGATRENDS
It all started when I was a kid making $2 bets at Ellis Park.
Tucked into Henderson, Kentucky, just across the Ohio River from Evansville, Indiana, where I grew up, it’s one of the oldest racetracks in America.
Here’s me in a winner’s circle photo from July 21, 1989.
That’s me in the middle, making the “We’re No. 1” sign for the camera.
My older brother, Andy, is the tall boy to my left. Mom is behind him. Dad, in the striped yellow sports shirt, towers just off her right shoulder.
Then there’s Grandpa Rock. He’s the proud guy in the middle with the hat, suspenders, and pocket-protector. His horse, Rockin Liz Ann, had just placed first in a race.
My brother and I had a normal childhood with one exception: Grandpa Rock owned thoroughbreds. And some of my best boyhood memories are of the trips we took with him across the Ohio River to Ellis Park.
My parents always gave Andy and me $2 each to make bets – with one condition. We could choose win, place, or show, but we had to bet on Grandpa’s horse.
My time at the racetrack ignited a love affair with statistics, probabilities, and forecasting that would prove as useful for trading stocks as it was for betting at the track.
Andy and I went on to work together at TD Ameritrade before setting up our own investment research company, LikeFolio. And in 2019, we partnered with leading financial technology company TradeSmith, where we run our MegaTrends advisory.
As the name suggests, we invest early on market mega trends – powerful, long-term shifts in technology, society, or the economy that reshape entire industries and create enormous wealth for early investors.
And our track record shows it’s a winning strategy.
Over the last five years, we’ve delivered 31 triple-digit wins to our subscribers. And over the past 12 months alone, we’ve given them the chance to close out gains of:
- 143% on space infrastructure company Redwire (RDW)
- 145% on online learning provider Stride (LRN)
- 227% on chipmaker Advanced Micro Devices (AMD)
- 461% on under-the-radar nuclear player Oklo (OKLO)
- 556% on trading platform Robinhood Markets (HOOD)
And right now, our system is flagging an emerging trend that could make them look small by comparison.
I’ll get to that in a moment… and how it led us to our first collaboration with Joel Littman and the Altimetry team.
First, it’s important you know how we find these and other big winners. It’s something 99% of regular investors ignore. But it’s the single most important signal we’ve found in 25 years of tracking markets – and it has nothing to do with earnings calls, analyst upgrades, or anything Wall Street typically follows.
X-Ray View Into the Market’s Most Profitable Trends
Most of the folks on Wall Street look at earnings reports, analyst notes, and the news cycle. And that’s part of the picture.
But 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 quantitative engine that tracks millions of data points every day across social media, search trends, and web traffic.
It spots the products, brands, and companies gaining momentum on Main Street before they become news on Wall Street. And it does that by capturing and analyzing millions of consumer data points from across the web every single day. This includes:
- Posts on X, Reddit, and YouTube
- Company-level web traffic trends and app usage
- Search trends and AI queries
In one day, it crunches millions of data points from all over the web.
Imagine what it can learn about consumer behavior from everything millions of people are posting, searching, and sharing across the entire internet.
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. It gives them an X-ray view into profitable trends related to hundreds of publicly traded companies.
We even received an endorsement from Georgetown University with a study that proved our technology could help predict future outcomes.
So, when Andy and I met Joel at a recent conference in Washington, D.C. and found that his system was flagging the same emerging theme that was lighting up our Social Heat Score, we knew it was a big deal.
Because here’s the thing about Joel’s system. It has nothing to do with social media or consumer trends.
His True Blue framework forensically rebuilds company financial statements from scratch – stripping out the accounting tricks that hide a stock’s real earnings power from the rest of Wall Street. It’s the kind of work that’s made him a go-to resource for 150 of the world’s top 300 money managers, including every single one of the top 10.
Our system looks up from the street. His looks down from the boardroom. And they’re both pointing at the same stocks.
The last time Joel’s True Blue lit up this strongly on a theme, the stocks he flagged went on to return 230%… 247%… and 859%.
And what both our systems are pointing to is one of the most urgent infrastructure crises America has ever faced.
100X Spike in Blackouts?
If you’ve been reading Joel’s research, you already know this story. He’s been making the case for months.
One large data center consumes as much electricity as 2 million homes. Hundreds more are in the pipeline and can’t yet get a grid connection.
It’s why the Department of Energy is projecting a 100x spike in blackouts by 2030. It’s why President 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 to what we’re seeing now, the Oklo trade looks like a warm-up.
My system has been tracking the surge in consumer and investor attention around AI energy infrastructure for months. Joel’s system has been running the financial statements of every microcap in that sector. Together, we’ve homed in on four small, largely unknown companies sitting right at the center of this buildout – companies with massive earnings distortions and the kind of catalysts that have historically sent stocks up 10x, 20x, and beyond.
We’re revealing all on July 2 at 10:00 a.m. ET.
Three powerful market catalysts are set to converge around that date. We believe the window to get positioned ahead of them is open right now – and won’t be for long.
Reserve your spot for The U.S. A.I. Summit here, and you’ll be among the first to hear everything Joel and I have found.
I hope you’ll join us.
Cheers,
Landon Swan
Cofounder, MegaTrends