 Editor’s Note: Ignore the headlines about an “AI bubble.” According to Silicon Valley insider Jeff Brown — the man who called NVIDIA before it rocketed 28,000% — we’re only at the foothills of the next big AI boom. But this time, Jeff says the biggest winner won’t be a chipmaker… It’ll be a company producing something he calls “AI Fuel.” Click here to see what it is — and get the ticker.
Dear Reader, While NVIDIA was the standout winner of AI’s first boom… (My readers know well, I called it before it skyrocketed 28,000%) The next AI wealth explosion DOESN’T rely on chips… It relies on something I call “AI Fuel”. See, most people have no idea how unique AI’s energy needs are. It not only needs a huge amount of power… That power needs to be on 24/7. That’s why our current coal, gas, and even solar infrastructure just don’t cut it. HOWEVER… The Department of Energy is fast-tracking development of a brand-new kind of power plant… Forbes says it “may become the go-to energy source,” And the Bank of America calls it "one of the most consequential energy technologies for the next 25 years." If we want to meet AI’s huge energy demand… This industry could see 33,000% growth in the coming months. And, according to my research, one little-known company could be named as the key “AI fuel” supplier… So we could see gains that rival the early days of NVIDIA. Click here to discover the name and ticker of the company behind the “AI Fuel” Regards, Jeff Brown
Founder & CEO, Brownstone Research
Exclusive News from MarketBeat Media Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?Authored by Leo Miller. Published: 2/3/2026. 
Quick Look- Meta's latest earnings report swayed many investors, as shares rose by a double-digit percentage the next day.
- The company's Q1 2026 guidance implies growth that the company has not seen in years, especially when adjusting for pandemic-driven abnormalities.
- Updated price targets imply +20% upside ahead, with one particularly bullish forecast projecting +50% gains.
All things considered, Meta Platforms (NASDAQ: META) delivered a very strong Q4 2025 earnings report, comfortably beating estimates on revenue and adjusted earnings per share (EPS) in its Jan. 28 release. The company also showed notable underlying improvements in its business. The Magnificent Seven company's outlook was particularly notable. Despite forecasting rapidly rising spending in 2026, Meta projected that sales would increase 30% in Q1 2026 — its fastest growth rate since Q3 2021. Wall Street analysts have taken notice, with many raising their price targets. Meta's growth outlook is striking, and analysts are increasingly bullish on the stock. Growth at Scale: Putting Meta's 30% Guidance in ContextA major force in the crypto world is quietly becoming one of gold's most aggressive buyers — and most investors have no idea it's happening.
A longtime gold analyst says profits from a leading stablecoin operation are being funneled into physical gold at a scale that could materially impact supply and demand. After a recent meeting with insiders, he began outlining what this trend could mean for gold prices and a small group of companies positioned to benefit. Read the full gold briefing here As noted, Meta has not posted 30% growth since Q3 2021 — more than four years ago. That fact alone underscores why the company's Q1 guidance drew so much attention. A deeper look, however, makes Meta's outlook even more impressive. The results many companies reported in 2021 were heavily influenced by the COVID‑19 pandemic. With large parts of the economy effectively shut down in 2020, comparisons against that weak year made 2021 growth appear unusually large. Meta's sales rose almost 22% in 2020, which at the time was its slowest growth rate since at least 2015. As pent‑up demand released in 2021, growth metrics benefited from easy year‑over‑year comparisons. Given this abnormality, it's useful to compare Meta's guidance with periods that precede the pandemic. Excluding 2020 and 2021, Meta has not achieved a 30% growth rate since Q4 2018 — roughly seven years ago. That's notable because as a company's revenue base expands, maintaining very high growth rates becomes more difficult: each incremental dollar represents a smaller percentage of the total. Achieving 30% growth in the coming quarter would put Meta's sales near $55 billion. When the company posted 30% growth in Q4 2018, total revenue was just $16.9 billion. The contrast highlights how much larger Meta's business is today — and how significant it would be to match that earlier growth rate on a much bigger revenue base. Meta Price Targets Rise, Most Bullish Forecast Pushed HigherThe MarketBeat consensus price target on Meta shares currently sits near $849, implying roughly 20% upside. Looking specifically at targets updated after the Jan. 28 earnings release paints an even stronger picture: MarketBeat tracked more than 25 analysts who updated their Meta price targets after the report, and all but one raised their estimates. Among those updates the average target is $870, implying about 23% upside. Although the change is not enormous, it's worth noting that analysts have largely stayed bullish on Meta while many investors sold off. The average of the price targets updated one week after the company's Q3 2025 earnings was $857, despite the stock having slipped more than 10% in that period. The lowest post‑Jan. 28 target tracked by MarketBeat comes from Scotiabank at $700, implying roughly 1% downside versus the stock's Feb. 2 close near $706. The most bullish updated target comes from Rosenblatt Securities. Rosenblatt had set a $1,117 target after the company's Q3 report and has now raised that to $1,144 — implying almost 62% upside. Historically Conservative Forecasts Provide Potential for Upward RevisionsMeta's Q4 report helped win back many investors: the stock rose 10.4% the following day. Most Wall Street analysts remain confident in the company's prospects. Notably, Meta has beaten sales estimates in each of its last 14 earnings releases. That track record supports the view that analysts' forecasts could be revised higher if Meta continues to execute. Still, investors will keep a close eye on the company's spending and expect it to deliver on the ambitious growth targets it has outlined.
| 
0 Response to "Forget chips, AI needs THIS “Fuel”"
Post a Comment