Dylan Jovine has released a new presentation teasing “The Last Retirement Stock,” which he claims could “generate as much as 1,000% windfall over the next 12 months.”
He also claims it could provide a “lifetime of income.”
What’s he teasing? And should you pay attention?
Well, I was curious about that myself. So I looked into Jovine’s presentation to find out what it’s all about and get the name of the company he’s teasing.
In this post, I’ll show you exactly what I found.
Breaking Down Dylan Jovine’s Presentation
According to Dylan Jovine…
“An $85 TRILLION mega-shift has begun… and the little-known company at the center of it is trading at just $15 a share.
“… you could generate as much as 1,000% windfall over the next 12 months, and also a lifetime of income.”
Source: https://web.archive.org/web/20240819043012/https://go.behindthemarkets.com/btm-the-last-retirement-stock-6-month-trial/
That’s a very bold claim and one I would recommend taking with a rather large grain of salt because no one can predict gains like that.
Not only that but Jovine’s entire pitch is being used to promote a paid newsletter called Behind The Markets (so he’s hyping everything up to sell more newsletters).
That being said, Jovine did make some interesting points, and I’ll do my best to summarise them for you here to save you from watching/reading the whole pitch yourself.
Basically, Jovine’s pitch centers around these three things:
- Firstly, he claims that artificial intelligence (AI) is massively ramping up the demand for energy.
- Second, he claims that oil is the solution to meet those energy needs, yet supply is nowhere near high enough.
- And third, he claims that the company he’s teasing is the solution.
His first point is absolutely true… AI consumes a lot more energy than standard computing, and it is driving up energy demand globally. Whether or not this leads to an energy “crisis” remains to be seen, but AI certainly consumes a lot of energy.
Here’s how Jovine described the situation in the presentation:
“The International Energy Agency says Artificial Intelligence already uses as much energy as a small country — like Germany or Saudi Arabia…
“That is expected to double within the next 2 years — meaning AI’s energy demand will eclipse nations like Sweden or even Japan.
“Imagine that happening every few years — another nation emerging out of nowhere, demanding energy…
“And imagine if that nation was VITAL to some of the biggest imports and exports in the world.
“This is the situation with AI.
“We have a superpower emerging that is pivotal for the next phase of technology… and it needs more energy than the international energy supply is built to manage.”
So, long story short, Jovine’s first point is that AI is increasing the global demand for energy.
And as mentioned, his second main point is that oil is the solution.
According to Jovine, oil is “the most efficient form of energy we have” since a single barrel can power the average U.S. home for two months.
Here’s how he puts it:
“ENERGY is the linchpin of innovation. And OIL is the most efficient form of energy we have.
“A single barrel of oil can power the average American home for 2 months.
“To do the same with coal, you’d need nearly half a ton.
“You’d need 8 million cubic feet of natural gas.
“And forget about wind and solar… you’d be completely reliant on the weather.”
According to the epa.gov website, fossil fuels are the most common form of energy used to generate electricity in the U.S.
However, oil accounts for less than 1% of that.
By far, the main sources of energy used to generate electricity are natural gas and coal, which, based on 2022 data, accounted for 39.8% and 19.7% respectively.
So, I don’t know why he’s so fixated on oil when it comes to powering AI.
Nevertheless, oil is a critical resource, and demand for oil is still rising despite the push toward renewable energy.
And based on the presentation, Jovine believes there is somewhat of a supply crunch in the oil sector brewing, mostly due to government policy.
“Consider that drilling for new wells has fallen more than 20%… to 500 active rigs.
“The all-time low is 400.
“President Biden has forced oil and gas companies to pay even more to drill on federal land. In fact, The Interior Department raised royalty rates for drilling by 30%.
“And worse, not only has a new oil refinery not been built in America since 1977…
“But the CEO of Chevron said ‘the United States may never build another oil refinery’ due to Federal policy.
“The cost and regulatory maze is simply too much — even for some of the largest corporations in the world.
It all comes down to the extreme policies of governments around the world to move towards the ‘Net-Zero Emissions’ by 2050.
“This has paralyzed the energy sector… and battered the electric grid of the United States…”
He even went as far as to predict that, due to rising demand and supply constraints, that oil could reach $300 a barrel…
“We have an entire new nation’s worth of energy demand coming online — perhaps multiple times over the next decade thanks to AI.
“And we have our own government putting the kibosh on every effort to harness our own energy supply here in America…
“Instead they’re funding fruitless green and alternative energy tech that has no way of meeting this level of demand right now.
“We’ve already drained the Strategic Petroleum Reserve to historic lows.
“Meaning there’s only two options: to abandon the AI revolution, surrendering the edge to countries like China (devastating to our national security) …
“Or giving in and feeding the ravenous demand for energy needed by companies like Micron, Nvidia, OpenAI, Microsoft…
“Consider that Goldman Sachs found that AI is set to drive the power demand of data centers up 160%.
“Demand like this will send the price of oil soaring.
“Perhaps even more than the embargo… to $200, even $300 or more per barrel.”
I don’t know if he’s right or not, but that is the gist of his presentation.
That AI is ramping up the demand for energy, that oil is the best way to meet this demand (which seems a bit odd to me), and the company he’s teasing is a great investment.
What company is he teasing?
Read on.
Revealed: Jovine’s “Last Retirement Stock”
Dylan Jovine didn’t give us many clues to work with, but he did share enough about his pick to help narrow it down to one company that seems to fit.
Let’s start by summarizing his clues, then I’ll show you what I think he’s teasing.
First, he said the stock is trading at around $15 a share:
“An $85 TRILLION mega-shift has begun… and the little-known company at the center of it is trading at just $15 a share.”
We also know that it’s a company operating in the oil sector and that it specifically focuses on transporting oil. Here are some of the clues surrounding that:
“It’s a major player in the energy field… with control of more than 750 million barrels of oil a day… and 2.2 million barrels of natural gas liquids.”
[…]
“It’s not a driller.
“They don’t pull oil out of the ground.
“It’s the ‘toll booth’ all oil has to pass through.”
What else did he say?
Jovine provided two other main hints.
First, he said the company has outperformed specific assets and entire sectors over the past (almost) decade. And second, he said the company distributes “90% of their profits back to the shareholders.”
For nearly a decade, this investment has beaten gold… crushed the oil sector… outpaced real estate… and even outperformed the entire global health care sector.
[…]
In fact, the company distributes 90% of their profits back to the shareholders because it’s more lucrative for the executives than collecting massive salaries.
What could it be?
It looks like Dylan Jovine’s “Last Retirment Stock” is Energy Transfer LP (ticker: ET).
Energy Transfer LP is a Texas-based company that primarily focuses on storing and transporting fossil fuels like oil and natural gas.
As of writing, the company owns and/or operates over 125,000 miles of pipeline, making it one of the largest midstream companies in the U.S.
And as for how it matches up with Jovine’s clues…
First, it’s currently trading at around $16 a share (close to what Jovine said):
Second, according to a 2024 earnings call, the company transported 2.2 million barrels of natural gas liquid (NGL) per day in the fourth quarter of 2023.
And lastly, the company operates as a Master Limited Partnership (MLP).
From my understanding, this means they must distribute 90% of their profit to shareholders in the form of dividends (similar to a REIT).
So, it looks like Energy Transfer LP is a match.
How can you find out for sure?
The best way to know for sure which stock Jovine’s teasing would be to read his report, titled “The Last Retirement Stock: AI Income For Life,” which comes with a subscription to his paid newsletter, Behind The Markets.
And if you want more info on that service, check out my Behind The Markets review.
In it, I break down my experience after joining, share how his picks have performed, and give my opinion of whether or not it’s worthwhile.
Recommended: Go here to see my #1 rated stock advisory of 2024
Bonus Pick: Jovine’s “AI Linchpin” Stock
After discussing the “Last Retirement” stock pick, Jovine teased two additional stocks in the presentation. One was a nuclear power stock, and the other was a tech company.
He provided virtually no clues about his nuclear pick, so I don’t know what that is. But he did share some tangible hints about his third pick, which led me to a possible match.
Here’s a summary of the clues he shared:
“… I have one more situation I’d like to clue you in on today — perhaps the single greatest tech investment to profit from the rapid expansion of AI.”
[…]
“70% of the world’s population interacts with this firm every day, and don’t even know they exist.
“That’s because the chips they design power the cloud, smartphones, data centers, and now AI.
“In fact, 99% of smartphones use this firm’s processors.
“Apple designs its custom silicon for iPhones and Macbooks around their chips.
“The new superchip Nvidia has created specifically for AI requires this company’s CPU.
“Microsoft is in the same boat — their new AI chip requires the CPU cores only this business produces.”
[…]
And no, I’m not talking about Taiwan Semiconductor… or ASML… or some of these other ‘headliners’ over the last few years.
“This firm is even more important.
Rosenblatt Securities just stated it bluntly: the pioneering chip architecture created by this company is ‘indispensable’ as AI ramps up.
“Nvidia went as far as trying to buy the whole company for $40 billion.”
Based on those clues, Jovine’s second pick appears to be Arm Holdings (ARM), a British semiconductor and software design company.
Why do I say that?
Well, firstly, I’m no expert on what this company does, but from what I can see, it designs the central processing unit (CPU) cores and semiconductor chips that other companies use, which appears to line up with what Jovine was teasing.
Second, according to fortrade.com, “99% of smartphones use ARM processors.”
And third, Nvidia tried (and failed) to buy Arm in 2020 for $40 billion (source), which is a match with the most specific clue Jovine shared in the presentation.
So, Arm looks like a match here too.
Bottom Line
I can’t tell you if the stocks I mentioned in this post are good investments or not, but they do appear to be the companies Dylan Jovine teased in the presentation.
So I hope you found this post helpful!
Just keep in mind that nothing is certain in the world of investing. Despite Jovine’s seemingly unshakable confidence in his recommendations, even he gets it wrong. So take the presentation with a grain of salt and always do your own research.
Anyway, that’s it from me.
If you have any thoughts on any of this, feel free to chime in below.
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