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.
- It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.
While investors pile into chip stocks with sky-high valuations, this company is quietly supplying the electricity that makes AI possible. No matter who wins the AI race—Microsoft, Google, Amazon, Meta—this company gets paid.
Trend #2: Trump’s Tariff Strategy Could Trigger a U.S. LNG Export Boom
Donald Trump has made one thing clear: he’s coming back to renegotiate global trade—on America’s terms.
His top priority? Narrowing the U.S. trade deficit. And this time, he’s not just targeting Chinese imports—he’s taking aim at every trade partner who’s been running a surplus at America’s expense.
Trump’s team is already working behind the scenes to revise trade deals with Japan, Europe, and South Korea. And while the media focuses on tariffs and quotas, savvy investors are watching where the real money will flow:
Into American LNG.
Here’s why: The U.S. is sitting on a massive glut of natural gas—thanks to the shale boom. Domestic prices are near historic lows, while Europe and parts of Asia are paying 3–5x more for the same fuel. It’s the perfect imbalance.
And Trump knows it.
That’s why he’s pressuring our trading partners to buy American energy as part of future trade agreements. It’s a simple way to cut the trade deficit without slapping tariffs on U.S. consumers.
That sets the stage for a massive wave of U.S. LNG exports, backed by political momentum and international demand.
Now here’s where our stock comes in…
Our stock is a tollbooth operator in this booming sector. This company builds the infrastructure that makes LNG exports possible—the pipelines, terminals, and systems that physically move U.S. gas to global buyers.
If Trump succeeds in tying LNG purchases to trade deals—and all signs suggest he will—this company will be printing money on every contract signed. The more the world buys American gas, the more this company earns.
And this isn’t some hypothetical “if.” The groundwork is already being laid:
- Europe is scrambling to replace Russian gas permanently.
- 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.
Trend #3: The Great Onshoring Boom—And the $9 Billion Clue in Indiana
For decades, America offshored its industrial base. Now, that trend is reversing—and fast.
From semiconductors to pharmaceuticals, manufacturing is coming back to U.S. soil. Rising geopolitical tensions, Trump-era tariffs, and global supply chain shocks have forced companies to rethink their entire operating models. The result? A tidal wave of onshoring—and our stock is riding it like a pro.
Just look at what’s happening in Lebanon, Indiana.
Pharma giant Eli Lilly is investing $9 billion into two state-of-the-art manufacturing facilities at the LEAP Lebanon Innovation and Research District. This is one of the largest life sciences manufacturing investments in U.S. history—and it’s not a one-off.
Our company—a global leader in engineering, procurement, and construction management (EPCM)—has already been awarded a $3.2 billion contract for this project. That’s not a preliminary deal. This is full notice to proceed. Shovels are in the ground. Steel is going up. Money is already flowing.
And this is just the beginning.
The Lilly project is a bellwether for what’s coming: dozens of similar large-scale facilities across the country, spanning sectors from biotech to clean energy to advanced manufacturing. Each one will require complex infrastructure, deep engineering know-how, and flawless execution.
That’s exactly what our company delivers.
This isn’t speculative future revenue. This is high-margin, long-duration, politically supported work—backed by blue-chip clients and megatrends. And as more companies race to bring operations home, our stock is in the pole position to win contract after contract.
n fact, you can think of it this way:
Wherever America rebuilds its industrial backbone, this company gets paid.
It’s not just an AI play. It’s not just an energy play. It’s also the ultimate onshoring pick-and-shovel stock—a contractor to the next American manufacturing supercycle.
And while Wall Street focuses on headlines, smart investors are loading up on the company quietly collecting billion-dollar checks behind the scenes.
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!
The Reveal: Our Top Short-Term Stock Pick for 2025
This is the moment when most newsletters put up a paywall and ask you to spend $99.99 to find out the name of the stock.
But we’re not doing that today.
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.
If you’re interested in going even deeper…
If you’d like to access our #1 long-term AI stock pick—one that we believe has 10,000% upside potential over the next decade—click here to learn more.
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