Jeff Brown’s “Exegesis AI” Stocks Revealed (5 Picks)

Hi folks! Today I’m writing about Jeff Brown’s new “Exegesis AI” presentation, where he teased FIVE artificial intelligence (AI) stocks he’s bullish on.

According to Jeff Brown, his prediction could help us turn a small stake of as little as $1,000 into a “seven figure nest egg.”

That’s a bold claim, and it’s one I’d recommend taking with a grain of salt. Especially since the whole thing is a sales pitch for his $49 newsletter, The Near Future Report.

Nevertheless, Brown has picked some decent stocks in his time. And I wanted to know what his latest five AI picks were, so I looked into the clues he shared in the presentation.

In this post, I’ll show you what I found!

What Is Jeff Brown Predicting?

There’s a lot of fluff and sales hype in Jeff Brown’s presentation, but when you boil it all down… what he’s predicting is a huge AI boom.

Jeff Brown began his pitch by discussing Microsoft’s Stargate project, an initiative involving Microsoft and OpenAI (the company behind ChatGPT) that aims to achieve artificial general intelligence (AGI) by 2028.

A key part of this project involves the construction of a new AI data center in Mount Pleasant, Wisconsin (because AI needs a lot of computing power to work).

In fact, new data centers are being built all over the place to handle the increased demand for computing power from AI.

And since Nvidia is the largest and most well-known supplier of GPUs (the special computers used inside data centers), countless stock pickers have been jumping on the bandwagon by recommending companies they claim are “Nvidia killers” or “secret partners” of Nvidia, which is kind of what Jeff Brown is doing here as well.

Basically, he’s predicting that we are experiencing an AI boom that will require many new data centers to be built in the U.S. and that he knows of different “suppliers” and “silent partners” and whatnot that we can profit from.

Here’s a snippet from the teaser:

“The boom now is happening in these AI data centers and all the equipment they need to operate.

“They’re filled up with computer hardware such as servers, from top to bottom… stacked on top of each other.

“These are essentially high-powered computers that process extremely large amounts of data.

“The last time you bought something on Amazon…

“Scrolled through your friends’ posts on Instagram…

“Watched a Netflix show…

“Or looked for directions on Google Maps…

“That information probably came from one of these data center servers.

“Now, here’s the problem…

“We simply don’t have enough of them to develop and power the next generation of AI, to ‘Exegesis AI.’

“We need more data centers urgently.

“Not next month. Not tomorrow. Right now.”

Source: https://web.archive.org/web/20241107090753/https://secure.brownstoneresearch.com/?cid=MKT814034&eid=MKT818052&assetId=AST352123&page=2

What is Exegesis AI?

Well, the simple answer is that there’s no such thing as “Exegesis AI.”

This is a marketing gimmick Jeff Brown came up with to make his presentation sound more exciting and mysterious (so he can sell more newsletters).

What he’s (actually) referring to is called Artificial General Intelligence (AGI), which is essentially the next level of AI, where the AI has human-like intelligence and is so smart it can teach itself to do stuff rather than needing to be trained and prompted.

Here’s how Jeff Brown explains it:

“What exactly is ‘Exegesis AI’?

“What does that mean?

“Exegesis means to deeply understand a body of information, the context within which it was written, and to have the ability to interpret that information, extract deeper insights and provide an explanation.

“This is, of course, exactly what the human brain is capable of doing.

S”o when we think about what is happening with artificial intelligence right now, we essentially have a synthetic mind that can learn, solve complex problems, and extract deeper insights.

“I’m referring to an AI that can think for itself.

“Computer scientists call this Artificial General Intelligence or AGI.

“And it’s coming faster than most expect.”

So, long story short, Jeff Brown is super bullish on the future of AGI and data centers, and he predicts that there’s a huge opportunity to invest in this space.

And that leads us nicely into the next section about what his stock picks are…

What Are Jeff Brown’s AI Stock Picks?

During the presentation, Jeff Brown teased five stocks that align with his “Exegesis AI” (AGI) prediction, and in this section, I’ll break these down for you.

I can’t say with absolute certainty that I have all five of his picks correct, but I did manage to figure out what some of them were based on the clues he shared in the teaser.

So, with that said, let’s get started…

Stock 1: “Nvidia’s Silent Partner: How to Profit from the AI Data Center Boom”

Jeff Brown’s first AI pick is a company that he claims is “working together with Nvidia to develop servers and other data center equipment.”

“I found a company that’s working together with Nvidia to develop servers and other data center equipment that were specifically designed for this next generation of AI.”

“I believe this company will be the biggest beneficiary of this race towards Exegesis AI.

“And shares are still cheap because this company is not like Nvidia.

“It gets virtually zero attention from the media.

“So it’s completely flying under the radar.

“I call it ‘Nvidia’s Silent Partner’ because this is the one strategic partner that Nvidia never speaks about publicly.

“It has also been called an ‘AI sleeping giant.'”

So, based on that, we’re looking for a company that is working with Nvidia to build out new data centers and one that isn’t very well known.

What else did he say?

According to Jeff Brown, the company has more than doubled the sales of its ‘AI technology’ in the last quarter, its customers include Microsoft and Amazon, and 37 analysts have called the stock a “buy.”

“Sales of this AI technology have more than doubled in the most recent quarter…

“And it’s already providing key data center infrastructure to big players like Microsoft and Amazon.

“That’s why a total of 37 analysts on Wall Street have rated this stock as a buy.”

Those hints are somewhat vague, but they seem to point to a company called Arista Networks Inc (ticker: ANET), a California-based computer networking company.

I’m not 100% sure about this one, but it seems to fit quite nicely with Jeff Brown’s clues. And while I don’t know if I’d call its shares “cheap,” its market cap is a lot lower than that of Nvidia, so that may be what Jeff Brown meant when he said that.

Stock 2: “How to Profit from Bill Gates’ New PC Revolution”

Next on the list is a company that Jeff Brown claims has “just partnered with Microsoft” to “revolutionize the PC industry once again.”

“I’m also excited about another company that has just partnered with Microsoft.

“Together, they’re planning to revolutionize the PC industry once again.”

What Brown is talking about here is a new version of personal computer Microsoft calls Copilot+, which he describes as a “new generation of Windows PC with built-in AI capabilities.” And according to Brown, he found the company helping them built these machines, which he says is 16 times smaller than Microsoft.

“I found a company that’s helping Microsoft build these AI-powered PCs.

“It’s perfectly positioned to profit from this new PC revolution.

“It’s a company that’s 16 times smaller than Microsoft…which means there’s plenty of upside potential.

“And I added this stock to my new model portfolio because I know that investing in Bill Gates’ partners can be quite profitable.”

This one appears to be Qualcomm Inc (ticker: QCOM), a U.S. company that makes semiconductors, software, and wireless technologies.

We didn’t have a lot to go off with this pick, either. But the clues Jeff Brown provided were quite specific, and make me quite confident this one’s his second pick.

Why?

Firstly, Qualcomm’s market cap is roughly 16 times smaller than that of Nvidia. It’s not exactly 16 times smaller, but it’s in that ballpark (and it may have been closer to that figure when Jeff Brown filmed his presentation several months ago).

Second, Qualcomm is helping Microsoft build the new Copilot+ PCs, and you can find out more about this partnership in this article on the Microsoft website.

Stock 3: “How to Profit from The Next Nvidia”

Jeff Brown’s third pick is an Apple supplier that he says has developed an AI chip that’s even more powerful than Nvidia’s A100 GPU. According to Brown, it performed 179 times faster than the world’s most powerful supercomputer during a lab test.

Here’s a summary of what he said about this stock:

“… the most important and widely used AI chip in the world today is Nvidia’s A100 GPU.

“Well, this Apple supplier has just developed an AI chip that’s even more powerful than that.

“It has 50 times the computing power of the Nvidia H100 chip.

“Researchers at Los Alamos national laboratories recently tested this new chip…

“And they were shocked.

“It performed 179 times faster than the world’s most powerful supercomputer.

“That’s why I believe this Apple supplier will have an impact well beyond just Apple and AI smartphones.

“I believe its chips will help power all the next big AI innovations coming in the near future.

[…]

“… Motley Fool recently predicted this company will follow Nvidia’s footsteps and reach a $1 trillion valuation.”

What other hints did he share?

Aside from what I just mentioned, Brown dropped the names of some of the company’s biggest investors, which include Ken Griffin, Ken Fisher, Paul Tudor Jones, and more.

“… legendary investors on Wall Street are pouring a ridiculous amount of money into what could be ‘the next Nvidia.’

“Billionaire Ken Griffin, the founder of the largest hedge fund in the world Citadel, already took a stake.

“This is the man who made $16 billion in profits in 2022, the biggest annual windfall in the history of hedge funds.

[…]

“Famous billionaire Ken Fisher has poured almost $5 billion into this company as well.

“Steven Cohen, Cathie Wood, Paul Tudor Jones, George Soros…

“They’re all investing hundreds of millions of dollars combined in this company.”

What could it be?

My research initially led me to a company called Cerebras Systems, mostly due to the clue about how the company he’s teasing has developed an AI chip that has “50 times the computing power of the Nvidia H100 chip.”

That led me to a Barron’s article that seems to suggest that Cerebras matches that clue.

I also found this article on contrary.com that talks about how Cerebras developed a chip that performed “molecular dynamics simulations 179 times faster than Frontier” (the world’s most powerful supercomputer).

So, Cerebras Systems looks like a match.

However… Cerebras is NOT a publicly traded company.

Which means it’s unlikely that Brown is recommending it because private companies are not easy for everyday folks like you and me to invest in.

So, I kept digging, and my research led me to Broadcom Inc (ticker: AVGO), which could be a match as well. It doesn’t seem to fit the above clues as well as Cerebras, but it is an Apple supplier, and the Motley Fool did write an article saying it could hit a $1 trillion market cap.

I’m curious to know what you think about this one, so if you have any thoughts on it, let me know in the comments section below!

Stock 4: “How to Profit from Elon Musk’s Robotics Revolution”

Jeff Brown’s fourth stock pick is a company that supplies Tesla with a “key piece of sensor technology that enables its AI self-driving car software.” And he claims it could end up supplying Elon Musk with the same sensors for his new robot named Optimus.

“You see, Elon Musk has been working on a new AI product that according to Goldman Sachs…

“Could become the next “must-have” device, just like smartphones.

“I’m talking about humanoid robots powered by Artificial General Intelligence.”

[…]

“But aside from Tesla, I’m also recommending shares of a smaller Elon Musk supplier.

“This little-known company is already supplying Tesla with a key piece of sensor technology that enables its AI self-driving car software.

“So I wouldn’t be surprised if they end up supplying Optimus with those sensors as well.

“In fact, Morgan Stanley just recommended this stock as one of the key ways to play this robotics trend.

“And they’re not alone.

“While most people are in the dark, a total of 45 hedge funds are investing in this little-known stock.”

Those clues are quite vague, but my guess for this one is Luminar Technologies (LAZR), a U.S. company that develops lidar technology for autonomous vehicles.

Why?

Well, the only real clue we have to go off is that Jeff Brown is teasing a company that has supplied Tesla with sensor technology for its self-driving cars.

And not only does Luminar supply Tesla with lidar tech (which helps its cars “see”), but according to techcrunch.com, Tesla is (or at least has been at one point) Luminar’s biggest customer.

So, it could be a match, but I’m not certain.

Stock 5 “The End of Diseases: The AI Company Behind the Genetic Revolution”

The last “Exegesis AI” stock Jeff Brown teased is a biotech company that he says has “built a new AI algorithm that predicts whether a given genetic mutation will cause disease.”

According to Brown, it’s ‘leading a revolution.’

He says the company has developed an AI similar to ChatGPT, but instead of training it on human language, it has been trained on genome sequences.

“I found a company that’s leading this revolution.

“It just built a new AI algorithm that predicts whether a given genetic mutation will cause disease.

“Their AI is like ChatGPT…

“But instead of being trained on human language, it was trained on genome sequences.

“So I believe this company’s AI will be able to analyze your genes and help you treat diseases even before they develop…. And before it’s too late to cure.”

What could it be?

I’m really not sure about this one. Brown provided virtually no clues about this stock, so I’d be purely speculating if I was to share my take on this one.

But if you think you know what it is, let me know below.

Bottom Line

Back in 2021, Brown released many popular stock teaser presentations that predicted all kinds of amazing things. But he has been awol for quite a while, so I was surprised to come across his new pitch. I thought he had vanished from the space!

Does he have a good track record?

As with most well-known stock-pickers, Jeff Brown tends to highlight all his best trades while saying very little (or nothing) about his losing picks. But he does appear to have recommended some decent stocks over the years.

I’ve revealed quite a few of his stock picks on this blog, too. And while some of them took a nose dive in 2022, some of his picks have done reasonably well.

My suggestion?

Take the sales talk with a grain of salt. And don’t join Brown’s service (The Near Future Report) expecting to get rich overnight. You might like it if you want to find out what his AI picks are and get some other tech stock ideas, but there are no guarantees that you will make anywhere near the kind of money he talks about in the sales pitch.

Anyway, that’s it from me.

I hope you found this article helpful, and appreciate you stopping by!