Original Report Date: April 27, 2025
Original Stock Price: $35
Editor’s Note: First we are going to share the original report without changing a single word. Then we are going to share our latest views on this stock with massive upside. The update is published on February 27, 2026.
There’s a once-in-a-generation convergence happening right now. Three unstoppable megatrends are reshaping the global economy—and one under-the-radar stock is perfectly positioned to profit from all of them.
This isn’t a flashy AI stock or a speculative play. It’s the infrastructure backbone of the future—and it’s trading at a bargain.
Let me explain.
Trend #1: The AI Arms Race
Artificial intelligence is the most transformational force since the steam engine—and it’s just getting started.
But behind every ChatGPT prompt and robotic breakthrough is something few investors are thinking about:
Power. Lots of it.
Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:
Where will all of that energy come from?
Even Sam Altman, the founder of OpenAI, issued a stark warning: “AI depends on an energy breakthrough.”
Elon Musk was even more blunt:
“AI will run out of electricity by next year.”
As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.
And that’s where the real opportunity lies…
One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US.
As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.
The “Toll Booth” Operator of the AI Energy Boom
- It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
- It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
- Japan is actively sourcing non-Chinese, non-Russian LNG.
- India and South Korea are deepening energy ties with the U.S.
- New terminals are being planned and permitted in anticipation of the coming surge.
Trump’s tariff threats may dominate the headlines—but his behind-the-scenes LNG diplomacy could be the real financial windfall for U.S. energy companies.
And our pick is sitting in the perfect spot to benefit.
>>>> SEE ALSO MY #1 AI STOCK PICK with 10,000% UPSIDE POTENTIAL <<<<<<
Built for the Future: Zero Debt, Cash to Deploy, and AI in Its Sights
While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…
This company is completely debt-free.
In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.
It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.
And here’s what the smart money has started whispering…
The Hedge Fund Secret That’s Starting to Leak Out
This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.
They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.
Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.
And that’s for a business tied to:
- The AI infrastructure supercycle
- The onshoring boom driven by Trump-era tariffs
- A surge in U.S. LNG exports
- And a unique footprint in nuclear energy—the future of clean, reliable power
You simply won’t find another AI and energy stock this cheap… with this much upside.
This isn’t a hype stock. It’s not riding on hope.
It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.
This is your chance to get in before the rockets take off!
At Insider Monkey, we believe in earning your trust first—by delivering real value, upfront. We’re confident that once you see the quality of our research and the strength of our ideas, you’ll want to subscribe on your own terms.
So here it is—our top short-term stock pick of 2025:
👉 Fluor Corporation (Ticker: FLR)
When we published our premium report at the end of April, FLR was trading around $35 per share. Based on everything we’ve laid out—from the AI infrastructure boom to the LNG export surge and the American manufacturing revival—we believe FLR is poised to double over the next 12 to 24 months.
And this isn’t just a recommendation—it’s a conviction.
I personally took a double-sized position in my own portfolio. That’s how strongly I believe in Fluor’s upside.
This is our free gift to you.
We want you to profit from it—and see firsthand the power of aligning your investments with long-term megatrends.
We’ve shown you what we can do.
Now imagine what you’ll unlock as a premium subscriber.
UPDATE: Today is February 27, 2026. It’s been exactly 10 months since I published the original report. FLR shares returned nearly 50% in 10 months and currently stand at $52.31.
This rally was not driven by a single event but by a strategic “triple play” of massive asset monetization, aggressive share buybacks, and a pivot toward higher-margin, lower-risk contracts.
The single biggest catalyst for the 50% surge was the successful exit from NuScale Power, a small modular reactor (SMR) company Fluor had incubated for years.
Between September 2025 and February 2026, Fluor unlocked nearly $2 billion in cash by selling its stake in NuScale.
Just recently, in early 2026, the company received a final chunky payment of $1.35 billion, providing the “dry powder” needed to transform its balance sheet.
Instead of letting the NuScale cash sit idle, management launched one of the most aggressive share repurchase programs in the company’s history.
Fluor spent $754 million to buy back 18 million shares in 2025.
For the current year (2026), Fluor has committed an additional $1.4 billion to stock buybacks. This massive reduction in share count (shares outstanding) has provided a mechanical tailwind to the stock price.
FLR returned 50% because it successfully transformed from a struggling construction firm into a cash-rich engineering powerhouse with a fortress balance sheet and a massive buyback program that is actively shrinking the supply of its own stock.
I am not selling my shares yet and I will let you know when I start to take some chips off the table. Subscribe below so that you get an email alert the next time we publish an update about FLR:
