Michael Robinson of Trend Trader Daily is teasing a “once-in-a-century breakthrough” called “PVAB,” which he claims will “usher in a $173 trillion global reset.”
According to Robinson:
“A once-in-a-century breakthrough – bigger than 5G, AI, quantum computing, blockchain, augmented reality, and almost every other modern technology you can think of…”
“… this breakthrough is about to usher in a $173 trillion global transition.
“I expect this trend could create one of the biggest wealth-building opportunities since the start of the Internet…
“And dozens of companies involved in this trend could double… triple… even soar 10 times in value.
“I call it ‘PVAB.'”Source: https://web.archive.org/web/20230808231303/https://secure.trendtraderdaily.com/?cid=MKT723121&eid=MKT730674&assetId=AST290400&page=2
Robinson teased several so-called “PVAB” stocks in the presentation, which he reveals to those who join his newsletter, Digital Fortunes, for $99.
Ahead, I’ll show you what PVAB is all about, what he’s predicting, and share my guess on what companies he’s teasing.
So with that said, let’s get rolling!
What Is PVAB? And What’s the Big Deal?
PVAB isn’t an actual name of a technology… it’s just something Michael Robinson made up to make his presentation sound more interesting/mysterious than it actually is.
In short, it stands for “PhotoVoltaics And Battery technology.”
“PVAB stands for:
“‘PhotoVoltaics And Battery technology.'”
PhotoVoltaics is just another word for solar power, and the “battery technology” Robinon’s referring to is the tech behind storing solar energy.
After the “forever battery” mania popped in 2021/2022, most newsletter gurus started pushing AI stocks, which is now the hot thing everyone’s excited about.
But for whatever reason, Michael Robinson is still beating the drum on the solar/battery trend, which he claims is a “breakthrough” that “changes everything.”
“The PVAB breakthrough changes everything.
“And when I say everything, I mean everything – homes, offices, airports, train stations, ports, transport, gadgets….
“Imagine, the biggest ocean liners to the smallest wristwatch… all powered by PVAB.
“Mark my words: It is going to be the biggest energy disruption ever.”
Why is so bullish on solar?
It is quite a long-winded presentation, so I won’t dissect the whole thing.
But the gist is that Robinson’s bullish on solar energy because it’s getting cheaper and more efficient, which is typically when the adoption of a given technology accelerates since it becomes more affordable for the masses.
Here’s how Robinson puts it:
“Because of new breakthroughs, PV captures the sun’s energy in insanely cheap ways never before possible..”
“My point is this – exponential advances in technology change everything. Costs go lower, speed goes higher, and size gets smaller.
“The same thing happened with computers… cell phones… you name it.
“And the same thing is happening to PV energy.
“Efficiency is going up.
“Costs are going down.
“And the price to produce energy is plummeting.”
As for the battery side of things, Robinson paints batteries as the solution to solar energy’s intermittency issue (aka the sun isn’t always shining issue).
And with improvements in battery storage technology and the cost of batteries decreasing, he believes we are seeing the convergence of a “completely new breakthrough.”
“Bottom line: The two breakthroughs have converged, for the first time ever in history…
“PV will collect the sun’s energy in insanely cheap and efficient new ways…
“And new battery technology will be able to store that energy for the long term and cheaper than ever before…
“Combined, that makes the convergence of PVAB a completely new breakthrough.”
That’s the gist of it, anyway.
Now with all that said, let’s look into what stocks he’s teasing.
Michael Robinson’s PVAB Stock Picks
Robinson gave his first “PVAB” stock pick away for free, which was Tesla:
“Remember, at the beginning of this presentation I told you I’d give you the name and ticker symbol of the PVAB company you should buy right away.
“That company is Tesla.”
As for why he’s bullish, according to Robinson, Tesla is a “leader in the most critical part of PVAB,” utility-scale battery storage.
During the presentation, he described some of Tesla’s battery storage projects and talked about Tesla Energy Ventures, which he claims wants to become “an official electricity retailer” that deals directly with customers.
So, that was his freebie pick.
And aside from Tesla, he teased four other companies.
“The #1 Way to Profit on the PVAB Energy Boom”
Here are the clues Robinson shared about this company:
“…the absolute best thing you can do is to simply take a significant stake in technologies that can boost the efficiency of PVAB.
“Luckily for you and me, there’s a very easy way to do that with one simple investment.
“It lets you own the best PVAB technology… and the components EVERY PVAB system needs to be more efficient..
“This technology can…
- Make even the most efficient PVAB system even more efficient.
- Maximize production in all weather conditions.
- Be set up and commissioned easily thanks to a streamlined installation process.
- Last over 30 years with minimal maintenance.
“This investment is up over 270% since last spring… and I expect it to absolutely soar in value in the years to come.”
As you can see, he didn’t reveal much at all about this one.
All we know is that it’s a company that helps make solar battery energy more efficient and that the stock has gone up over 270% since last spring (for reference, the presentation is dated March 2023).
I don’t know what this one is.
But if you have any ideas, let me know in the comments below!
“Tesla’s Biggest Nightmare in the Energy Business”
According to Robinson, there’s a “specific type of AI that is helping PVAB double its efficiency in the years ahead,” and he’s found two companies that can help maximize AI in PVAB systems.
One of them, he says, is Tesla.
And here’s what he said about the second one:
“This company makes the most technologically advanced ‘brain’ and ‘nervous system’ to make any PVAB super-efficient.
“The technology can sense exactly how much energy a home or office needs at any given point and deliver the PVAB energy accordingly.
“This firm has already lent its ‘brain’ to many of the leading companies including Google, Panasonic, IBM, AT&T, Sunnova, and even Tesla, just to name a few.
“It is, without a doubt, the best energy stock of the last five years – growing by as much as 17,130%.”
He also shared the following Forbes quote (but swapped out the word “solar” for “PVAB”):
“One of the top bets in the [PVAB] space”
And that clue led me to this Forbes article about Enphase Energy (ENPH), which appears to be Robinson’s PVAB stock pick.
Enphase Energy is a California-based company that, according to Wikipedia, develops and manufactures solar micro-inverters, battery energy storage, and EV charging stations.
And while I’m not sure the exact dates Robinson used to calculate his “17,130%” stock runup figure, the stock has gone up in that ballpark since 2017-2018.
So, Enphase looks like a potential match.
“The Holy Grail of Energy Storage”
Next, we have a company that Robinson claims has developed a technology that has been described as the “holy grail” in battery technology.
“…thanks to a new breakthrough, which is being seen as the ‘holy grail’ in battery technology, you can get a lithium battery that…
“Charges four times faster…
“And lasts 10 times longer than traditional lithium-ion batteries.
“One company is leading the field in this technology.”
As soon as I saw that clue, I knew the technology he was referring to was solid-state lithium battery technology, as this was teased heavily in 2021 by multiple stockpickers.
In short, solid-state batteries are lithium-ion batteries without any liquid in them. Instead, they use a solid electrolyte like ceramic or glass. And they are said to have numerous potential benefits over traditional li-ion batteries in terms of safety (they aren’t as flammable) and energy density (more power, same/smaller size battery).
Robinson also talked about how the company he’s teasing is backed by Bill Gates and that, due to an “innovative move,” retail investors could “get in” on the stock.
He also revealed that it’s trading for less than $10 a share:
“Usually when a company is at this early stage, only venture capitalists with million- and billion-dollar investments can get a leg in.
“In fact, Bill Gates is one of the big investors in this company.
“But recently, the company did an innovative move that allows retail investors to get in, too…
“And now you can buy into this company for less than $10 a share.”
Based on those clues, it looks like Robinson’s pick is Quantumscape Corp (QS), a U.S. company that develops solid-state lithium metal batteries for EVs.
For your reference:
- Bill Gates was an early investor in the company.
- The “innovative move” Robinson was likely referring to was that the company went public via a SPAC deal.
- It’s currently trading at just over $8 a share, down from its 2021 high of around $115.
“The PVAB Speculation – How to 5X Your Money in the Next Five Years”
As for Robinson’s final pick, it’s a lithium mining company that he says has “an ongoing supply relationship” with Tesla and General Motors.
“In short: Most of this company’s revenue comes from a high-purity lithium metal that enables more storage and longer life in batteries.
“This is a well-established, already profitable company… which happens to be in the exact right place at the exact right time.
“Better still, it has an ongoing supply relationship with the leading companies in battery storage – Tesla and General Motors.
“Over the last three years the stock has gained over 600%.”
Putting those clues together, this one looks like Piedmont Lithium (PLL).
Piedmont Lithium is an Australian company that, according to fastmarkets.com, has a supply agreement with Tesla for “high-purity spodumene concentrate,” which is a high-purity lithium ore that is suitable for lithium-ion batteries.
I’m not an expert on lithium or lithium mining, but that seems to line up with part of what Robinson said in the presentation regarding supplying Tesla with lithium.
And according to Yahoo Finance, Piedmont has signed an agreement with General Motors related to its lithium properties in North America.
Lastly, Piedmont Lithium’s stock has gone up around 600% over the past three years, which matches the last clue Robinson shared.
Recommended: Go here to see my #1 rated stock advisory of 2023
I can’t say for certain that my guesses of Michael Robinson’s stock picks are correct, but based on my research of his clues, they look like a match.
If you want to know for sure, you’d need to join his newsletter, Digitial Fortunes, as doing so gives you access to the research reports he’s put together detailing them.
I don’t know (nor will I speculate on) whether or not any of the companies I’ve mentioned are good investments or not.
That’s something you’ll need to decide for yourself.
But I do hope you found this post helpful, and appreciate you stopping by. Also, if you have any comments (or think you know what the first stock is), chime in below.