REB Infinite Power Review: Is Jon Najarian’s Market Rebel Report Worth It?

When xAI needed 150 megawatts to power the Memphis Colossus supercomputer and the local utility could deliver about 8, the company bypassed the grid entirely and built its own on-site power plant in roughly 122 days. Jon “Dr. J” Najarian’s “Infinite Power” presentation builds its entire thesis on that event, and it is one of the better-evidenced energy pitches we have reviewed: the Memphis turbines are documented reality, the grid-decay statistics are quoted nearly verbatim from the American Society of Civil Engineers, and the reframe at the heart of the pitch, “You can pay for the grid that’s failing or you can profit from the grid that’s replacing it,” is genuinely memorable. Here is our complete review.

Images to be added when available.

The Presenter

Jon Najarian is one of the most recognizable faces in retail trading education, and his credentials here are unusually verifiable. “For 16 years, I was one of the most recognized faces on CNBC,” he says, and it is true: he has been a regular on Fast Money, Halftime Report, and Options Action. “In 2004, the $50 billion hedge fund Citadel acquired my company, Mercury Trading” matches public records. He and his brother Pete later sold another firm to E*Trade; the transcript says “$725 million,” while the family’s own public bio puts the 2016 sale at $750 million, a small discrepancy worth correcting in any retelling.

The personal story is one of the best in financial marketing: “I played linebacker for the Chicago Bears… The Bears cut me to make room for a kid out of Baylor named Mike Singletary.” True, and part of Najarian’s standard bio. The HeatSeeker unusual-options-activity system and the book Follow the Smart Money are real Market Rebellion products, and both are used as bonuses in this offer.

His stock calls are framed honestly as peak gains: Apple from 2010, “up 2,380%”; Tesla from early 2014, “peak gains of nearly 3,400%”; Palantir from its 2020 IPO, “peak gains of over 2,000%”; Nvidia in February 2021, “soared 1,100%.” These are favorable selections, his best-known calls rather than a full record, but each of those stocks really did trade at those peak levels above the cited entry points during the 2023-2026 AI run, and “peak gains” is the right way to state them.

The Big Idea

The narrative spine has three beats. First, xAI needed power fast: “Elon didn’t have three years. He needed power within four months,” so it trucked in roughly 35 gas-turbine “power pods,” each unit “91 feet long” and weighing “200,000 pounds,” delivering more than 400 megawatts at the Memphis site. Second, the same approach is scaling at Southaven, Mississippi, and “every major American operator is now racing to do the same.” Third, one small Houston company supplies the pods, and unlike a normal equipment vendor, it leases them: “It’s called power as a service. And it changes everything about how to value this company.”

The supporting grid facts are where this presentation earns its credibility. We verified the 2025 ASCE Infrastructure Report Card’s D+ grade for US energy infrastructure, and the exact age statistics match: “70% of power transformers are 25 years or older, 60% of circuit breakers are 30 years or older, and 70% of transmission lines are 25 years or older.” The University of Texas Energy Institute’s roughly $5 trillion grid replacement estimate is real, as is the DOE warning that blackouts “could increase by 100 times in 2030” under certain conditions.

The “why haven’t I heard of this” answer is institutional neglect: the company is small, “$6 billion” in market cap, “roughly 20 times smaller than” the average S&P 500 company, and the Memphis real-estate transaction “barely registered in the financial press.” The pattern argument carries the greed: “The biggest winners in any boom aren’t the companies on the front pages. They’re the suppliers,” backed by three real precedent runs, Vertiv’s roughly 1,200% from its SPAC debut, Generac’s 850% pandemic-era surge, and Quanta Services’ long 8,600% climb from its 1998 IPO.

The smart-money evidence is specific: “Vanguard owns over 900,000 shares. Millennium Management… owns more than 660,000 shares. BlackRock is in, so is Morgan Stanley, and so is VanEck.” One honest caveat we would add: index giants like Vanguard and BlackRock hold nearly every S&P 500 constituent, so passive ownership is not the same as conviction buying; the Millennium figure, an active hedge fund, is the more meaningful signal.

The contract schedule gives the thesis a concrete timeline: a second hyperscaler contract of 500 megawatts begins January 2027, and a third, signed two months before the recording, runs 600 megawatts scaling through 2028 on a 10-year term with a 5-year extension option. That is roughly two gigawatts under contract, and it is the reason the “power as a service” framing matters: each lease is a long-dated revenue stream, closer to an infrastructure annuity than an equipment sale, and the valuation question Najarian is really asking is whether the market will eventually price the company like a contracted infrastructure owner rather than a cyclical equipment vendor. The event catalysts he names are dated and real, including the DOJ’s intervention in the Memphis permitting dispute, characterized in the filing as a threat to “American national economic and energy security.”

The Key Claims

The headline claim, quoted verbatim: “If only a small portion flows towards this $6 billion company, the growth will be through the roof. But as you’re about to see, it’s positioned to capture the lion’s share. That’s why I believe this is the most asymmetric supplier stock setup of my 40-year career.”

Secondary claims:

  • “I’ve never been more certain about a single investment opportunity in my entire career”
  • “the next 12 to 24 months could produce one of the biggest stock surges of the past 30 years”
  • A takeover scenario: “an acquisition announcement could deliver a stock pre-order. of 30 to 100% overnight” (the transcript’s “pre-order” is a caption artifact of spoken phrasing; the claim is a potential overnight pop on acquisition news)

What earns our respect is the risk passage, delivered in Najarian’s own voice: “Now, like any investment, nothing is guaranteed. There’s risk when it comes to any kind of investing, especially when you’re dealing with a company at this scale. And there’s a chance the stock could fall as quickly as it could rise.” That is better practice than the genre norm, and the claims around it are consistently hedged with “I believe,” “could,” and “I’m not saying it’s certain. I’m saying it’s the highest conviction call that I’ve made in years.”

The presentation also handles its weakest point head-on, which is rare: “in 2024, this company derived 96% of its Power Pod revenue from a single customer. And that customer was Elon Musk’s XAI.” Naming your own customer-concentration risk before the reader finds it is the single most trust-building move a supplier pitch can make, and the answer, “If Elon walked tomorrow, this company still owns over one gigawatt of new contracted hyperscaler capacity coming online through 2028,” is a real counter-argument rather than a dodge.

The Free Ticker

No ticker is revealed for the hero pick; it sits behind the $79 paywall with a clear fingerprint: a Houston-headquartered, NYSE-listed company founded in 2014 by an engineer with Permian oil-and-gas roots, leasing power pods under 10-to-15-year contracts, with roughly 2 gigawatts under contract across three hyperscalers, xAI as the anchor customer at roughly 900 megawatts, revenue doubling from just over $300 million in 2023 to over $600 million in 2024, and a second 500-megawatt contract beginning January 2027.

Our read of the clues, flagged as analysis: the strongest public candidate is ProEnergy Holdings, the Houston-based gas-turbine supplier whose equipment powers xAI’s Memphis and Southaven sites, but press reports describe ProEnergy as IPO-valued in a range that conflicts with the transcript’s $6 billion market cap, so either the teased company is a different turbine lessor or the promo’s figures are approximations. The Ticker Revealer should verify market cap, listing, and contract schedule against filings before naming it. We do not identify the stock here.

The free comparison names are all real and correctly characterized: Vertiv (VRT), Generac (GNRC), and Quanta Services (PWR) as the supplier-pattern precedents, plus closed past trades named on screen, including AST SpaceMobile, Instacart, Applied Digital, Synchrony, and Nokia (“419 percent… in just 34 days”), which is more specific disclosure than most promos give.

What You Get

The product is Market Rebel Report, Najarian’s monthly stock-recommendation service: “I select my number one stock pick… You get the ticker, the full investment thesis.”

  • Price anchor: “we’ve decided to set the standard price for three months of access at $199,” discounted to “just $79 for three months… That’s just $26 a month, less than a dollar a day,” with an even cheaper option teased on the next page.
  • The bonuses stack four resources: Elon’s Infinite Power Grid, the tiny company powering the AI energy revolution (valued at $399.99), The Next SpaceX, the number one stock to ride Elon’s next wealth wave, a digital copy of Follow the Smart Money (with the eBay anecdote: “I’ve seen paperback copies listed on eBay for over $65”), and “the missing chapter” written for stock-only investors, plus access to a live Friday 1 p.m. briefing on “TradeMonster AI.”
  • The guarantee is 30 days, full refund, keep-the-bonuses: “If you decide you don’t like the research, the format of our updates, or even the font that I use… I’ll grant you a full refund. And you’ll keep all the reports and the book as my gift to you.” Also, notably: “we do not charge any kind of processing or restocking fees like some other publishers do.”

The real cost question: this is a three-month introductory offer, and the renewal price after the trial is not stated in the transcript. Confirm renewal terms before joining.

Our Take

Among the “Elon + AI + power” pitches crowding inboxes this year, this one is closer to journalism than most. The Memphis build-out, the turbine counts, the ASCE statistics, the DOE blackout projection, and the institutional ownership figures are all checkable, and the presenter’s own risk disclosure, customer-concentration admission, and named closed trades give the presentation an honesty budget most competitors never bank. The “power as a service” leasing twist is a genuinely interesting valuation argument: recurring contracted revenue behaves differently from one-time equipment sales, and framing the supplier as “the AI boom’s quiet landlord” is a real insight, not just marketing.

The honest counterweights: the claim that this company “could replace America’s broken $5 trillion power grid entirely” overreaches, the grid-replacement spend is mostly utilities’ wires, transformers, and generation, while this company serves on-site gas-turbine installations for data centers; the two are different slices of a large pie. The SpaceX-acquisition scenario is speculative. And a company that derived 96% of its 2024 Power Pod revenue from one customer is a concentrated bet by definition, however well the diversification pipeline is argued.

Who is this for? Readers who want exposure to the behind-the-meter power theme through a small, volatile supplier rather than the large-cap utility and turbine names, and who respect a presenter with a documented trading pedigree. At $79 for three months with a keep-everything refund, the cost of finding out whether Najarian’s research fits your style is low. We would size any position in the actual pick with the customer-concentration fact firmly in mind.

Where to Learn More

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