Keith Kohl’s $3 “AI Master Key” Stock Revealed

Hi, and welcome. Today I’m looking into a presentation by Keith Kohl about a so-called AI “Master Key” stock that he claims could “hand you a fortune.”

In short, he claims there’s a “looming crisis” in the world of artificial intelligence (AI), which has to do with our ability to power AI data centers. And he says there’s one “tiny $3 company” that holds the key to solving this problem.

What company is he teasing?

And is the presentation legit?

Let’s find out…

Keith Kohl’s AI Master Key Prediction

In this presentation, Keith Kohl claims that AI is the biggest tech revolution in modern history, yet we don’t have the energy required to power it.

He says that the more advanced AI becomes, the more computing power it requires, which is placing an “unprecedented strain” on the energy grid.

“AI is the biggest tech revolution in modern history…

“However, this extraordinary growth comes with an extraordinary cost…

“One so big that it could derail not just the future of AI, but also the entire course of human civilization.

“And that’s the MASSIVE increase in energy consumption that’s required to fuel AI.”

[…]

“As AI becomes more advanced, it requires more powerful computing resources, which in turn demand more energy.

“And our existing electrical grid is simply not equipped to meet the colossal energy demands these advancements entail.

“The surge in demand for electricity, driven by the rapid development of AI technologies, is placing unprecedented strain on an already burdened grid.”

Source: https://secure2.angelpub.com/o/web/765407

There’s no doubt about it, AI uses a lot of power and is likely only going to consume more power moving forward as AI gains momentum globally.

But does that mean there’s a “looming crisis” as Kohl claims?

And that his stock pick will make you rich?

Not necessarily.

So I would recommend taking his presentation with a grain of salt.

Still, I wanted to know what he was teasing, so I kept on digging. And what I found was that the “master key” (AKA solution) he’s referring to is nuclear power…

“The ‘Master Key’ is the furthest thing from oil, natural gas, or any other fossil fuel…

“Neither is it solar, wind, geothermal, or any other energy source that relies on mother nature to function.

“Its incredible power can be difficult to grasp.

“It’s an astonishing 40,835 times more powerful than natural gas…

“67,389 times more potent than gasoline…

“And generates an earth-shattering 78,171 times more energy than coal!

“All without producing a single carbon emission…

“Of course, I’m talking about uranium — the fuel behind nuclear power.”

But as Kohl pointed out, nuclear power plants take a lot of time and money to build.

So, as the presentation continued, he revealed that the specific type of nuclear power technology he’s bullish on is small modular reactors (SMRs).

SMRs are basically a smaller, more advanced, more cost-efficient, and safer version of a traditional nuclear power plant. And of course, they take a lot less time to build. And this is the technology he believes is the “master key” of the AI era.

“That’s why leading visionaries like Sam Altman, Bill Gates, and Elon Musk are channeling over $3 billion into a new solution…

“I’m talking about a new fleet of nuclear reactors that are smaller, safer, and cleaner than traditional nuclear plants.

“They’re called small modular reactors (SMRs).

“SMRs have emerged as the ultimate “Master Key” for the AI era.”

I’m not a fan of hyped-up claims in stock teaser presentations because I think they’re often misleading, but I do agree with some of Kohl’s points in this one.

That doesn’t mean the company he’s teasing is a good investment, but I do think nuclear energy itself could be the most viable solution to the world’s growing energy needs.

And SMRs, given their low cost and build time, make it a lot more viable.

Anyways, with all that said, what company is Kohl teasing?

Read on!

The $3 “AI Master Key” Stock

According to the presentation, Keith Kohl is teasing a “tiny $3 company” that he claims holds a monopoly on the technology needed for SMRs to operate:

“The U.S. is FINALLY entering a new, safer era of nuclear power… all thanks to ONE tiny $3 company.”

[…]

“I’ve found a company that holds a monopoly on the essential fuel tech required for SMRS to operate.”

What specific technology is he talking about?

Well, as per the presentation, it has to do with the “unique design and composition” of the nuclear fuel rods the company has developed:

“What distinguishes this company’s fuel rods from conventional ones is their unique design and composition.

“Their helical shape and a special zirconium-uranium alloy enhance heat dissipation, preventing the reactor from overheating.

“This design innovation significantly enhances reactor safety, reducing fuel operating temperatures by up to 1,000 degrees compared to traditional reactors.

“As a result, these rods virtually eliminate the risk of meltdowns or explosions, representing a significant advancement in nuclear safety and efficiency.

“This breakthrough has led the U.S. Department of Energy to champion these fuel rods as the new benchmark for the industry…”

That reminded me of a presentation Kohl’s colleague, Jason Williams, released several years ago, but he appears to be teasing a different company.

In any case, here’s a summary of the remaining clues Kohl shared about his pick, which will help us figure out what company he’s teasing:

“This company has secured a partnership with the Department of Energy to expedite the deployment of SMRs throughout the U.S.”

[…]

“Investor David White calls this crucial technology ‘a game-changing technological advancement’…”

[…]

“Four major utility companies, responsible for generating half of the U.S.’s nuclear power, have partnered with this firm to use its fuel rods.

“The first one is Southern Company…”

[…]

“Additionally, Exelon Generation Company has entered into a partnership with this company.”

[…]

“Moreover, Dominion Energy and Duke Energy, with their combined 13 nuclear reactors, have partnered up with this tiny firm.”

So, we know we’re looking for a company in the nuclear power industry that is trading at around $3 a share, one with a partnership with the U.S. DOE, and one that (according to Kohl) has partnerships with four major utility companies.

Based on those clues, it looks like Kohl is teasing Lightbridge Corp (LTBR), a Virginia-based company specializing in developing nuclear fuel-related technology.

The first clue that led me to that conclusion was the quote Kohl shared from David White about the company’s technology, which I found in an article on Seeking Alpha.

From there, I looked into the DOE partnership, which led me to this Yahoo Finance article. Basically, in 2023, the company announced that Texas A&M University was awarded $1M by the DOE to study the use of advanced nuclear fuels in SMRs. And the article states that the study will evaluate the performance of Lightbridge’s fuel inside an SMR.

What about the other partnerships Kohl mentioned?

That part isn’t clear. I did find the names of the companies he mentioned listed on the company website as part of a ‘Nuclear Utility Fuel Advisory Board,’ but I’m unsure about the specific details of the partnership Kohl was referring to.

Nevertheless, Lightbridge appears to be the company he’s teasing.

And it’s the same company he pitched several years ago in a presentation about TriFuel-238. So, this teaser is essentially a re-brand of that one.

How can you learn more?

The company website discusses its nuclear fuel in more detail, so if you want to know more about how that works, the link I just shared may be of interest to you.

There are also some articles online about the company, and of course, you could read Keith Kohl’s research report about the company.

However, the only way to access that report is to join his paid newsletter, called Energy Investor, for $99.

Before you do that, though, be sure to check out the other articles I’ve published about Kohl’s picks because I’ve looked into quite a few of them over the years.

Bottom Line

I don’t know if Keith Kohl’s AI prediction is on the money or if the company he’s teasing is a good investment idea, but at least now you don’t have to join his newsletter just to find out the name of the company he’s teasing.

So I hope you enjoyed the post.

And thanks for stopping by!