Porter Stansberry’s Nuclear Energy Stock Pick Revealed

Porter Stansberry has released a stock teaser pitch aimed at promoting his newsletter service, “The Big Secret on Wall Street.”

And I decided to take a closer look to find out what company he was teasing.

In short, Porter claims that this is “one of the biggest, sure thing investments” he’s ever seen in his 25-year career and said it revolves around a “secret energy grid.”

One that he claims is “destined to power every home, every business, and every community in this country without releasing any pollutants.”

There was a lot of mystery surrounding what “secret energy grid” Porter was referring to, and he never shared the name of the company he was teasing.

But I looked into his clues to see what I could find.

And in this post, I’ll show you what I found.

The “Secret Energy Grid” Teaser Unpacked

Porter Stansberry’s presentation, titled “Reagan’s Final Premonition,” centered around the idea that nuclear energy is the answer to America’s clean energy future.

Specifically, the presentation claims that on February 21, 2023, former President Ronald Reagan’s “vision” became a reality when the U.S. government approved a “new technology” that could fuel the U.S. with zero emissions.

Long story short, what Porter’s talking about here is the technology behind small modular reactors (SMRs), a type of nuclear reactor that is much smaller than a regular reactor.

And he was referring to how the U.S. has recently introduced new rules that allow for the construction of nuclear SMRs, which went into effect on February 21, 2023.

What’s the big deal?

Well, according to Porter Stansberry, we are in the midst of a “nuclear energy revolution” that could more or less solve America’s ‘clean energy’ problem.

He basically makes the case that SMRs are the future because they are quicker to build, safer, more scalable, and do not produce emissions.

More specifically, according to the pitch, the company he’s recommending is building a microreactor, which is essentially an even smaller version of an SMR.

Porter claims that a microreactor is around 1,000 times smaller than a regular reactor, can provide electricity for 10,000 homes, and can be assembled in 72 hours.

Needless to say, the U.S. (and the world as a whole) having access to clean, affordable, reliable, and abundant energy is a very good thing.

And the way I see it, emerging nuclear energy technologies could reduce the need to rely on fossil fuels, which are subject to commodity boom and bust cycles and could be a lot more reliable than wind and solar (while also being perfectly safe given their size/design).

Of course, I’m not an energy expert (by any stretch of the imagination). So that’s just my armchair take. But I think it’s safe to say that this kind of technology (in general) has the potential to be a big deal over the long term.

So with all that said, what company is Porter teasing?

In the presentation, Porter mentioned a company called NuScale, which, as per the article I shared above, has the “first design to get approval for construction and operation by utilities.”

But that’s not the company he was teasing. Instead, Porter said he was bullish on a different company that makes microreactors.

So let’s look into that now.

Porter Stansberry’s Nuclear Energy Stock

Like the last Porter Stansberry presentation I wrote about, there was no transcript available for this teaser, so my notes are a bit less thorough than usual.

But the following is a breakdown of the main clues I wrote down, and along with what I discussed earlier, they were enough to help me solve this one:

“This company is the sole manufacturer of nuclear reactors for U.S. military aircraft and submarines.”

[…]

This company is “one of only two providers licensed to store and process uranium.”

[…]

“This company is building microreactors for the U.S. military right now.”

[…]

“In 2022, this company’s stock went up 47%.”

[…]

“Once this company’s fleet of micro reactors goes online, I believe this company’s valuation could potentially go up five-fold.”

What could it be?

Well, the first few hints I highlighted above are pretty specific, and in particular, that third one led me to a company called BWXT Technologies (BWXT).

Why?

Because firstly, according to a June 2022 article on utilitydive.com, the U.S. Department of Defense selected BWX Technologies to construct the nation’s first advanced nuclear microreactor.

Second, in the following YouTube video, the company states that BWXT is one of only two commercial plants licensed in the U.S. to process the highest enrichments of uranium and that it’s the “only manufacturer of nuclear reactors and fuel for the U.S. Navy’s fleet of submarines and aircraft carriers.”

This video is a bit “promo-ish,” so I’ve skipped to the part I feel is most relevant to what we just discussed (note I’m sharing this for information purposes only):

Third, when talking about the company he was pitching, Porter shared a clip in the presentation that looked a lot like BWXT’s facility in Virginia (shown in the video above).

And fourth, as per Porter’s clue, BWXT’s stock has gone up about 47% from 2022 to now (I’m writing this on May 9, 2023).

So, while I can’t be 100% certain, I believe BWXT Technologies is Porter Stansberr’s “secret energy grid” (aka nuclear energy) stock pick.

How do you find out for sure?

Unfortunately, the only way to know for certain what company Porter Stansberry is teasing would be to join his service, The Big Secret on Wall Street, for $1,000 (per year).

More specifically, you would need to join that service and read the report he published for subscribers called “A Matter of National Security.”

Bottom Line

Porter Stansberry is quite the storyteller. I’ve seen many stock teaser presentations over the years, and I have to say that his are among the most compelling.

That doesn’t mean his picks are better than the next guy’s… not at all. But he does know how to spin up a good story to make his stock ideas sound amazing.

Nevertheless, I think it’s wise to approach ANY presentation with a healthy dose of skepticism and know that there are no guarantees when it comes to investing.

Porter could end up being right about his thesis, sure. But that doesn’t mean his stock pick/s will work out, as there are many variables to consider as an investor. So I wouldn’t recommend rushing into anything without doing your own due diligence.

In any case, I hope you found this post helpful.

Now you have a better idea of what Porter’s “secret energy grid” pitch is all about (small modular reactor technology), and assuming my guess about his pick is correct, at least now you don’t have to spend $1,000 on his newsletter just to find that out.

Thanks for reading, and all the best!

Update (September 2024): Porter Stansberry is still pitching this nuclear stock in 2024, however, he recently released a new teaser presentation about it called “The War On Elon.” This is just a different spin on the same presentation and it teases the same stock.