George Gilder’s Graphene Stocks – Surefire 10 Baggers?

Renowned economist George Gilder believes a Big AI Lie is spreading through the media and Silicon Valley.

No computer is capable of delivering next-generation artificial intelligence…yet. One innovation is the breakthrough AI needs and a couple of Graphene Stocks are the best way to play it.

The Teaser

Two separate teasers, two different stocks, and one common theme.

This is what the mad genius of author, investor, and one-time Ronald Reagan economic advisor George Gilder has compiled.

2024 has been the year of the AI teaser and we have covered more than our fair share. Including The Motley Fool’s “Phase 2” AI Stocks – Make 8,000x Your Money? And Ross Givens’ $8 AI Savior Stock.

Putting together two lengthy pitches just a few months apart is how we know George is deadly serious about the theme – the exceptional material solving the AI crisis.

But is there an AI crisis?

If there is, hardware is at the center of it.

In 1965 Intel co-founder Gordon Moore prophetically predicted that the power of integrated computer circuits would double every year.

As his prediction came to fruition, with computing power doubling every two years, Moore's prophecy became law.

However, transistors can only get so small, and sooner or later Moore's law would be repealed.

Moore himself stated in 2015 that “Moore's Law” would be dead within 10 years.

Well, with 2025 just around the corner, here we are.

George says “AI as we know it wouldn’t exist if computer hardware capacity didn’t double and double again, but everything we’ve done up until now to make computers smarter has reached its limit.”

Simply put, modern computer hardware is not smart enough, requires too much power, and creates too much heat.

Yes, AI is literally melting today’s computer chips.

So, what's the solution?

George thinks technology will move away from silicon-based computers to a breakthrough material called Graphene and he has a pair of staple stocks we should buy.

The Pitch

Two distinct reports contain the names and tickers of George's picks.

The first is titled The 10X Graphene Stock and the second is Your Way In: Graphene’s Trillion-Dollar Takeover.

We can get access to both, but only if we take a trial run of George's flagship research service: Gilder’s Technology Report.

The usual retail price is $249, but for a limited time, the first year costs only $77, with a 30-day money-back guarantee and a few other perks.

Graphene's Big Breakthrough

The material that is supposed to replace all modern computer hardware while enabling AI to reach its next evolution, is derivative of the No. 2 pencil we used in school.

Not only this, but world superpowers are vying to control the market for it because they know that just like how nations with large oil deposits controlled the 20th century, countries that control graphene will dominate the 21st century.

This is due to the inherent, game-changing qualities of the carbon material.

A Marvel of Science

As we pointed out earlier, graphene solves the problem of melting computer chips.

The structure is more thermally conductive than any other material, especially silicon and it has a few other redeeming qualities too.

This includes being hundreds of times stronger than steel or diamond, lighter than air, and thinner than any other substance.

However, there has been one major hurdle preventing the use of graphene – it has been impossible to produce on a commercial scale.

But thanks to one company's technology this is changing.

Its proprietary tech enables it to take food waste, old computer parts, and everyday garbage. And turn it into graphene.

The patent-pending process reportedly also speeds up graphene production by over 350,000%.

This stock and one other will be the biggest winners of the AI Boom in George's view because soon every AI application will require graphene computer hardware.

It’s the only way to build next-generation computers.

Let's find out what George's picks are.

Revealing George Gilder's Graphene Stocks

First, here is what we know about George's #1 graphene stock:

• It is in the process of transforming gene therapy from a complicated science to a simple technology.
• This company is heavily patent-protected and is one of the only firms to have built a platform that expedites the drug discovery process.
• The platform is already helping patients in 15 countries and has partnerships in place with Johns Hopkins and UC Davis.
• It's a true moonshot investment trading for around $1 a share.

This sounds like Orgenesis Inc. (OTC: ORGS).

• Orgenesis' POCare platform is a cost-effective platform that expedites the development of medicines.
• The company has partnered with UC Davis and Johns Hopkins, among others.
• Orgenesis stock currently trades for $1.30 a share.

Graphene Takeover Stock

We got a few details about “the one company about to kick off a trillion-dollar graphene surge.” Here is what we know:

• This company is about to create graphene out of one of the most common resources on the planet: garbage.
• Its secret Ontario plant is set to kick off production any day now.
• The company is privately owned, but with the mass production of graphene just around the corner, this is the best way to profit by investing in a public company.
• This public play could be moments away from being able to mass-produce its world-changing graphene nanobots.

A bait and switch if there ever was one. The private company creating graphene from garbage is Universal Matter Inc. The public play is most likely Dotz Nano Ltd. (OTC: DTZZF).

• Universal Matter's patented Flash Joule Heating processes graphene from sustainable materials in minutes.
• In April 2023, Universal Matter acquired an 18,000-square-foot building in Burlington, Ontario for housing its demonstration plant.
• Dotz Nano was established in 2014 to commercialize graphene production using carbon capture technology.

Getting in on the Ground Floor of the Next Great Tech?

First, let me start by stating the obvious…

Investing in anything pre-commercialization means two things:

• You can afford to lose 100% of your investment
• Your time horizon is years, not weeks or months

From this standpoint, what George is pitching here is closer to an angel or venture investment play than a tangible stock investment.

Universal Matter's recent closing of an equity funding round from an early-stage investment fund confirms this.

However, George is right about one thing – graphene could bring us closer to more powerful AI.

However, despite increased investment into the space, commercial graphene production is still several years away.

According to some sources, widespread graphene use in medical devices and quantum technology is still more than a decade away.

If we look at George's two picks from a micro standpoint. Orgenesis has doubled its number of shares outstanding year-over-year and its only revenue to date has come from cell process development services to hospitals.

Similarly, Dotz Nano is “laying the foundation for future growth,” per its Chairman.

I can't tell you which approach will be the first to commercialize graphene, so owning a basket of graphene stocks from around the world seems like the most sensible approach.

Quick Recap & Conclusion

• Renowned economist George Gilder believes one innovation is the breakthrough AI needs and he has a couple of stock picks to play it.
• The innovation is Graphene, which is more thermally conductive than any other material, hundreds of times stronger than steel or diamond, lighter than air, and thinner than any other substance.
• Two reports contain the names and tickers of George's stock picks. The first is titled The 10X Graphene Stock and the second is Your Way In: Graphene’s Trillion-Dollar Takeover. We can get them both if we subscribe to George's flagship research service: Gilder’s Technology Report for $77 for the first year.
• We revealed both of these picks for free as Orgenesis Inc. (OTC: ORGS) and Dotz Nano Ltd. (OTC: DTZZF).
• These stocks are more akin to early-stage venture speculations than investments in established businesses. Similarly, graphene has yet to be commercialized, with no clear industry leader. So a basket approach to graphene stocks seems most sensible.

What process or tech will win out and commercialize graphene production? Let us know your thoughts in the comments.