Jeff Brown's one AI pick is booked solid into 2027

Jeff Brown’s one AI stock.
Sold out into 2027.

Editor’s note: Jeff Brown is the former tech executive who recommended Nvidia back in 2016. Here’s the one AI stock he’d pick now.

Dear Reader,

If you told me I could put my money in only one AI stock, I already know which one I’d pick.

See the company I’d choose

This little-known company has already landed multi-billion-dollar deals with OpenAI, the maker of ChatGPT. Amazon, Microsoft, IBM and AMD are on its customer list too.

Demand for its patented tech runs so hot that it’s sold out into 2027. Wall Street projects its sales will triple in 2027 alone.

Today it’s about the size Nvidia was in 2016. From there, Nvidia climbed 37,800%. That was enough to turn $5,000 into roughly $1.9 million.

Past moves don’t promise future ones. Still, I believe this might be the only stock you need for retirement.

Get the full story >>

We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research

P.S. I call this “Elon Musk’s One Stock Retirement Plan.” Musk just made two moves I believe will drive big demand for this company’s patented technology, and I’d want shares before its executive team makes an upcoming announcement. Here’s why.

Brownstone Research · AI stock briefing

Democrats took Congress overnight, and futures shook off an early drop. SPY is up 0.9%, QQQ 0.4%, IWM 1.4% and DIA 1.6% (~07:25 ET). Gold (GLD) and Amazon are each up 3%. Tesla is down 5.7% and Palantir 4.4%.

THE HEADLINE THAT MATTERS TODAY

A blue Congress lifted futures and knocked Musk’s stocks.

MT Newswires via QuoteMedia · Nov 4, 2026 06:21 ET. “Market Chatter: US Stock Futures Rally as Democrats Take Control of Congress”

Dow futures climbed 724 points, or 1.4%, after Democrats won Congress and key governor races, CNBC reported. Gina Hinojosa’s projected win in Texas raised worries about limits on AI data center building, so CoreWeave, Nebius and SpaceX slipped.

Who’s exposed: Tesla holders. The stock is near $376. Bloomberg says a Democratic Congress could slow the Tesla-SpaceX merger Musk reportedly wants done by mid-2027.

Next: final seat counts today and payrolls Friday.

Wrong if: Tesla wins back its premarket loss by the close. That would say the merger worry was overdone.

TOP PRE-MARKET MOVERS

1 · TE +9.5% ($3.10). Solar is catching a bid after the midterms, with TAN, the biggest solar ETF, up 6%. T1 Energy signed offtake deals for more than 1.58 gigawatts of solar modules on Oct 30 (MT Newswires).

2 · CSIQ +8.8% ($10.99). Canadian Solar is bouncing with the group after three 52-week lows in late October (QuoteMedia). No company news this morning.

3 · USAS +8.5% ($2.94). Americas Gold and Silver hit a 52-week low yesterday after losing about 39% in a month (QuoteMedia). Gold (GLD) is up 3%, and miners are following.

Levels as of ~07:25 ET. Market values run near $930 million for TE, $745 million for CSIQ and $915 million for USAS.

Senator Warren is questioning BlackRock and KKR on data center deals. Alexander Green says the big money moved first (From The Oxford Club)

HANDPICKED FOR YOU

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Signal over noise. Seat counts firm up today, and payrolls land Friday.