Two new tickers. Paid subscribers only.
Tomorrow morning, I'll send paid Moonshot Minute subscribers two new tickers I'm adding to the Moonshot Minute Portfolio. | The portfolio has delivered gains of 190%, 152%, 140%, 108%, 101%, 90%, 88%, 67%, 64%, 61%, and 47% across open and closed positions. Not every pick has been a winner, though. We have a few that are down a bit right now. | But the ones that hit, hit hard. | Tomorrow's two picks are built on the same approach: find the thesis everyone is ignoring, get there early, and hold with conviction. | Both companies I'm adding to the portfolio sit at the center of the $15.8 trillion grid infrastructure buildout I wrote about on Friday. One has a backlog north of $39 billion and is the company utilities call when they need to build anything grid-related. | The other has been wiring America since 1891, and its earnings are on pace to nearly quadruple in two years. Almost nobody on Wall Street is talking about it. | These aren't speculative bets. These are companies with real revenue, real backlogs, and a structural tailwind that doesn't depend on which AI model wins or which chip is fastest. | The grid has to be built. These two are building it. | Every closed gain in the portfolio — 140%, 108%, 101%, 88% — started as an email that landed in paid member inboxes before the market opened. Tomorrow morning is another one of those emails. | You're either getting it or you're not. | Double D | P.S. #1: I'm also watching a third company very closely. Different angle on the same grid thesis. If certain numbers come in the way I expect them to, paid subscribers may get a bonus third pick this week. | P.S. #2: Here's a screenshot of the current Moonshot Minute Portfolio. I've blurred out the tickers since that information is only for Premium Members, but you can see how we've done so far: |
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