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Truist Lowers PT on Vericel Corporation (VCEL) to $41 From $46

Posted on 2025 年 10 月 20 日 by admin

When Jeff Bezos declared that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year, and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040, there would be at least 10 billion humanoid robots, each priced between $20,000 and $25,000. Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equivalent to:

– 175 Teslas
– 107 Amazons
– 140 Metas
– 84 Googles
– 65 Microsofts
– 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company but to an entire ecosystem of AI innovators set to reshape the global economy. It’s a leap so massive it could redefine how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential. How could anything be worth that much? The answer lies in a breakthrough so powerful it’s changing how humanity works, learns, and creates — a breakthrough that has already set off a frenzy among hedge funds and Wall Street’s top investors.

### The Under-Owned Company at the Heart of the $250 Trillion Revolution

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution. In fact, experts argue this company’s supercheap AI technology should concern rivals.

Before revealing the details, let’s consider how some of the richest people on the planet are positioning themselves:

– **Bill Gates** sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and tackling climate change.
– **Larry Ellison**, through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
– **Warren Buffett**, not known for tech hype, says this breakthrough could have a ‘hugely beneficial social impact.’

When billionaires from Silicon Valley to Wall Street line up behind the same idea, you know it’s worth paying attention to.

### Looking Beyond the Titans

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere.

The real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible. And judging by whispers from Silicon Valley insiders and Wall Street veterans, this prediction might not be bold at all:

> A few years from now, you’ll wish you’d owned this stock.

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### AI’s Massive Energy Challenge and the Hidden Opportunity

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now — and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, model update, and robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: **Where will all of that energy come from?**

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, founder of OpenAI, issued a stark warning:
> “The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:
> “AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained, electricity prices are rising, and utilities are scrambling to expand capacity.

### The “Toll Booth” Operator of the AI Energy Boom

That’s where the real opportunity lies.

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play.

It’s not a chipmaker. It’s not a cloud platform.

But it might be the most important AI stock in the US, owning critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

It owns critical **nuclear energy infrastructure assets**, positioning it at the heart of America’s next-generation power strategy. It’s one of the few global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.

It plays a pivotal role in **U.S. LNG exportation**—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG. And this company sits in the toll booth—collecting fees on every drop exported.

But that’s not all. As Trump’s proposed tariffs push American manufacturers to bring operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

**AI. Energy. Tariffs. Onshoring.** This one company ties it all together.

### Why Wall Street Is Starting to Notice

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all behind the scenes.

AI needs energy. Energy needs infrastructure. Infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street attention is growing because this company is riding multiple tailwinds without the sky-high valuation. Most energy and utility firms are buried under mountains of debt, struggling with hefty interest payments to appease bondholders.

This company, however, is completely debt-free. In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

### The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar and absurdly undervalued that some of the most secretive hedge fund managers have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from cameras, to rooms full of ultra-wealthy clients.

Why?

Because excluding cash and investments, this company is trading at less than 7 times earnings. And that’s for a business tied to:

– The AI infrastructure supercycle
– The onshoring boom driven by Trump-era tariffs
– A surge in U.S. LNG exports
– A unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap with so much upside.

This isn’t a hype stock. It’s not riding on hope. It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

—

### Disruption Is the New Name of the Game

Let’s face it—complacency breeds stagnation. AI is the ultimate disruptor, shaking the foundations of traditional industries.

Companies that embrace AI will thrive, while those clinging to outdated methods risk being left in the dust.

As an investor, you want to be on the winning side—and AI is the winning ticket.

### The Talent Pool Is Overflowing

The world’s brightest minds are flocking to AI. From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is **NOW**.

Don’t be a spectator in this technological revolution. Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money—it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

—

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—

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now—and this stock is a steal!
https://www.insidermonkey.com/blog/truist-lowers-pt-on-vericel-corporation-vcel-to-41-from-46-1630300/

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