AI Power Stocks: The Private Power Boom List

AI power stocks are the subject of “The Private Power Boom,” the energy report inside Dr. Mark Skousen and Matt McCall’s “XAI Boom” presentation, and the report’s core fact is one of the most checkable in the entire AI-investing genre: “The world’s largest maker of gas turbines is effectively sold out through 2030.” If you searched the topic, here is what the pitch actually claims about the power build-out, which supporting facts verify, and our honest read of the report and the bundle it ships with. The complete campaign treatment is our XAI Boom review.

The Pitch’s Private Power Thesis

The presentation’s framing, in its own words: “these companies are looking for ways to bring their own power directly to the data center, and they’re creating an entire new energy market. I call it the private power boom.” The claim is that hyperscalers, unable to wait for grid interconnection queues, are contracting their own generation, gas turbines, behind-the-meter capacity, on-site power, and that the suppliers of that hardware are the bottleneck assets of the AI build-out.

The supporting facts the pitch cites, and our review verified: Three Mile Island’s restart agreement, Amazon’s $650 million campus purchase, Vistra’s run, and GE Vernova’s gas-turbine backlog extending past 2030. Every one of those is documented public history, which makes the power act of this presentation the most factually grounded of its four acts. The report, “The Private Power Boom, Five Ways to Profit as Big Tech Builds a New Power System Beyond the Traditional Grid,” carries “five specific investments… the name and the ticker of each one” behind the subscription.

Where the Free Pick Fits

The campaign’s free, fully named recommendation is SK Telecom (NYSE: SKM), the backdoor play on the Anthropic IPO through its documented $100 million stake in the AI lab. It is not a power stock; it is the pitch’s “second IPO” mechanism applied to Anthropic, and its details are covered in our SK Telecom profile. The power names, by contrast, are all gated behind the report, which is the standard funnel structure: the free pick demonstrates the method, the reports carry the applications.

The Honest Read

What checks out: the entire factual spine. Gas turbines genuinely are backlogged for years; the Three Mile Island restart, Amazon’s campus purchase, and Vistra’s run are documented; and the behind-the-meter contracting trend is real in every hyperscaler’s disclosed capex. The pitch’s power act has the highest verification density of any section we reviewed in this campaign, and readers comparing AI-power pitches across publishers will find this one’s sourcing unusually solid.

The caveats. The “new energy market” framing is directionally right but early: private power contracting is accelerating, yet the utilities remain central to most large loads, and the transition’s pace is the open question. The five report names are gated, so the free presentation teaches the thesis without giving you its expressions. And the campaign’s surrounding return language (the market “could double from here, maybe even triple by 2029”) is macro opinion attached to solid micro facts, which is the structure to keep in mind throughout: the facts are checkable, the projections are opinions, and the presentation mixes both freely.

For the AI-power theme from another publisher, our Infinite Power review covers Jon Najarian’s power-pod supplier thesis, and the Anthropic stock coverage from the sibling Oxford Club campaign covers the other side of this bundle’s bet.

Frequently Asked Questions

Which power stocks does the report name? None in the free presentation. The five names, “the name and the ticker of each one,” sit behind “The Private Power Boom, Five Ways to Profit as Big Tech Builds a New Power System Beyond the Traditional Grid” inside the subscription bundle. The presentation gives the sector facts on camera and charges for the expressions, which is the standard funnel structure and the thing to know before searching for “the list.”

Is SK Telecom a power stock? No. The free pick is the campaign’s “second IPO” mechanism applied to Anthropic (documented $100 million stake, August 2023), not part of the power act. The two halves of the bundle run on different logic: the backdoor trades on an IPO event, the power names trade on a hardware bottleneck.

How solid is the sector thesis? The best-sourced section of the four acts: “The world’s largest maker of gas turbines is effectively sold out through 2030,” Three Mile Island’s restart agreement, Amazon’s $650 million campus purchase, and Vistra’s run are all checkable public history. The open question is pace: utilities remain central to most large loads, and the “new energy market” is accelerating but early.

What does this mean? The facts are checkable, the five names are gated, and the macro wrapper (the market “could double from here, maybe even triple by 2029”) is opinion attached to the facts, not derived from them. That layering is the reading order we recommend for the whole bundle.

The Offer Behind the Report

The XAI Boom bundle is a dual-subscription package: a year of The Skousen Report (12 monthly issues, the model portfolio, weekly updates, access to the gross output signal) plus a year of McCall’s Innovation Report, the Private Power Boom report, McCall’s “The Second IPO Blueprint” and “Machine Medicine” reports, the final exit plan alert service, and a complimentary copy of The Maxims of Wall Street. Pricing: “this complete package is valued at $795… you’re going to receive everything for just $129,” with 90 days to examine everything, a full refund, and every report kept. If the private power thesis is what earned your attention, the full presentation is here.

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