Editor’s Note: Ignore the headlines about an “AI bubble.”
According to Silicon Valley insider Jeff Brown — the man who called NVIDIA before it rocketed 28,000% — we’re only at the foothills of the next big AI boom.
But this time, Jeff says the biggest winner won’t be a chipmaker…
It’ll be a company producing something he calls “AI Fuel.”
Click here to see what it is — and get the ticker.
Dear Reader,
While NVIDIA was the standout winner of AI’s first boom…
(My readers know well, I called it before it skyrocketed 28,000%)
The next AI wealth explosion DOESN’T rely on chips…
It relies on something I call “AI Fuel”.
See, most people have no idea how unique AI’s energy needs are.
It not only needs a huge amount of power…
That power needs to be on 24/7.
That’s why our current coal, gas, and even solar infrastructure just don’t cut it.
HOWEVER…
The Department of Energy is fast-tracking development of a brand-new kind of power plant…
Forbes says it “may become the go-to energy source,”
And the Bank of America calls it "one of the most consequential energy technologies for the next 25 years."
If we want to meet AI’s huge energy demand…
This industry could see 33,000% growth in the coming months.
And, according to my research, one little-known company could be named as the key “AI fuel” supplier…
So we could see gains that rival the early days of NVIDIA.
Click here to discover the name and ticker of the company behind the “AI Fuel”
Regards,
Jeff Brown
Founder & CEO, Brownstone Research
3 Premium Outdoor Brands with 2026 Tailwinds
Author: Dan Schmidt. Article Published: 12/23/2025.
3 Premium Outdoor Brands with 2026 Tailwinds
Despite a reputation to the contrary, Americans embrace the great outdoors. We hike, bike, and travel across a vast network of parks, and outdoor recreation is a meaningful driver of economic growth. Below, we break down three outdoor-brand stocks that have been breaking out in the final weeks of 2025.
Three Outdoor Stocks with Strong Tailwinds Entering 2026
The outdoor recreation industry is a larger part of the economy than many realize. As of the end of 2023, outdoor recreation generated more than $1.2 trillion in annual economic output, accounting for more than 2.3% of U.S. GDP. More than 3% of the nation's workforce was employed in outdoor services—over 5 million jobs in 2023. Outdoor recreation also benefits from the K-shaped economy, since higher-income consumers are the primary buyers of motorhomes, boats, camping gear, and outdoor sports equipment.
The three companies below have bucked weak consumer sentiment to post solid results and outsized stock gains over the last quarter. If you want to diversify beyond the tech sector, these outdoor brands deserve further due diligence.
Winnebago: Earnings and Guidance Providing Momentum into Next Year
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Discover how to invest in the fund Trump uses to collect this income >>Winnebago Industries Inc. (NYSE: WGO) enjoyed a sales boom during COVID-19 as consumers looked to bring the comforts of home on the road. After reaching an all-time high in March 2021, the stock fell more than 50% as sales slowed. Following a trough in 2024, Winnebago now shows signs of a turnaround. The company has posted three consecutive earnings beats, including an impressive fiscal Q1 2026 report that showed revenue growth of more than 12% year over year (YOY). Despite tariff pressures, Winnebago reported a nearly 400 basis-point gain in operating margin and raised full-year 2026 revenue guidance to $2.8 billion–$3.0 billion.
In Brief
- Outdoor recreation is an industry that's shown strong growth since COVID-19 vaccines became available in 2021.
- Companies in this sector typically cater to high-net-worth clients, which is a bonus in the current economic environment.
- The following three outdoor stocks have both technical and fundamental tailwinds entering 2026.
Winnebago may still be attracting primarily technical traders as the momentum shifts. The stock trades at about 12 times forward earnings and 0.43 times sales, and shares are up nearly 30% over the past three months. A trend reversal is visible on the chart: the 50-day simple moving average (SMA) has crossed above the 200-day SMA, forming a Golden Cross. The Moving Average Convergence Divergence (MACD) indicator has also turned positive, confirming the uptrend and suggesting the buying momentum has some strength behind it.
Yeti Holdings: Mitigating Tariffs with Sales Growth
The Trump administration's aggressive tariff policy created a major headwind for Yeti Holdings Inc. (NYSE: YETI), the popular maker of coolers and drinkware—products like Tundra, Hopper, and Rambler are prized for durability and temperature control. Despite those headwinds, Yeti has delivered steady sales growth by leaning on higher-end customers and expanding into categories such as travel mugs, apparel and footwear, and outdoor cookware.
The company's Q3 2025 earnings report contained several positives: EPS and revenue beats despite a 230-basis-point drag to gross margin from tariffs, 14% YOY international sales growth, and management's decision to increase the share repurchase program to $300 million for 2025.
Technical tailwinds are forming. After trading along the 50-day SMA most of the year, Yeti produced a Golden Cross in September and followed with a roughly 30% rally over three months. Shares now trade well above the prior 50-day SMA support level, and the RSI remains below the overbought threshold of 70.
Acushnet Holdings: Don't Bet Against Golfers
Acushnet Holdings Corp. (NYSE: GOLF) is the parent of golfing brands Titleist, Pinnacle, KJUS and FootJoy. Unlike the other two stocks, Acushnet has underperformed the S&P 500 since April. Still, golf participation continues to expand: 42.7 million people played in 2024, with robust growth among women and people of color. Off-course initiatives such as TopGolf have also broadened interest in the sport, supporting growth across segments.
Acushnet's Q3 2025 results showed growth across all four brands, including 14% YOY growth for the smaller premium KJUS line. Management raised full-year 2025 revenue guidance to $2.52 billion–$2.56 billion, and now expects to mitigate most of the anticipated $70 million tariff impact in 2026.
GOLF shares have solid support around the 50-day SMA, and the recent pullback to that level may present a new entry point for investors. The moving averages and RSI point to an uptrend with underlying momentum, suggesting this dip is more likely a buying opportunity than a trend reversal.
Bottom line: each of these companies faces industry-specific risks, including tariffs and shifting consumer preferences, but all three have recent revenue and margin momentum plus constructive technical setups as they enter 2026. As always, consider doing your own research and assessing risk tolerance before investing.
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