The best AI stocks for 2025 are not what you think.
In fact, if you were to ask me to name three of the best AI stocks for 2025, I wouldn’t even mention Nvidia (NASDAQ: NVDA), Palantir (NASDAQ: PLTR) or Google (NASDAQ: GOOG).
Yes, those are three of the biggest players in the AI industry. But that doesn’t mean they’re necessarily the best ways to profit from the AI revolution.
Much like what we saw with the gold rush during the mid-1800s, the biggest wins in the AI industry will come from the “picks and shovels.” Not the AI itself.
And in the case of AI, the most profitable “picks and shovels” play is energy. That is, the energy required to power AI data centers.
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The Best AI Stocks for 2025 are NOT AI Stocks
If you’re a regular reader of these pages, you already know about Amazon’s deal to build small modular reactors (SMRs) to power its data centers.
As well, you’re probably aware of Google’s deal with Kairos Power to develop a fleet of SMRs to power its data centers.
And just two weeks ago, data center operator Switch inked a deal with Oklo (NYSE: OKLO). That one is to deploy 12 GW of SMR projects.
Indeed, we will see more of these deals in 2025 as the world’s biggest tech giants race to secure enough power to meet demand for AI applications. And while these data centers can be powered with anything from natural gas to solar, the advantage of SMRs is their siting flexibility.
These things can be built practically anywhere and without the need for a large, established infrastructure. As well, they’re far cheaper and faster to build than traditional power plants.
While we’re still probably a few years away from seeing these SMRs fully operational, the smart money is already piling into the space. I’m talking about guys like:
- Sam Altman — Net worth: $1.1 Billion
- Bill Gates — Net worth: $103.5 Billion
- Jeff Bezos — Net worth: $235.2 Billion
- Sergey Brin — Net worth: $150.5 Billion
- Elon Musk — Net worth: $428.8 Billion
Make no mistake: if these guys are ponying up for a piece of the SMR market, we are, too.
Indeed, the rapid development of the AI industry can only continue if there’s enough energy to power it. And most of that energy will eventually come from SMRs. Which is why we’re all in on what’s been dubbed the AI Master Key.
The AI Master Key is the link between escalating power needs from AI data centers and the cheap energy required to power them.
The AI industry should do well in 2025. But you’re simply going to get the most bang for your buck with the companies powering this industry. And that’s why we're so bullish on the AI Master Key.
We even put together this short investor note which explains exactly how the AI Master Key works. And of course, how you can start profiting from it right now.
To a new way of life and a new generation of wealth…
Jeff Siegel
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Jeff is the founder and managing editor of Green Chip Stocks. For more on Jeff, go to his editor’s page.
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