AI & EVs Need This Wingman 🤝
Don't miss today's YouTube video!
Note: Please read our disclaimer at the bottom of the article.
#ATG 🙌 #BOP 🚀 Nation Update❤️️
Hi, I’m Paul Mampilly.
Welcome to my company's Substack, where we provide daily coverage of #OGI (opportunity, growth, and innovation) market trends, macro level analysis, and stock picks.
Like our name suggests, at ATG Digital, we go Against the Grain to support everyday people on their investing journeys.
ATG also represents seeing the world for what is abundantly clear to see — an opportunity for incredible growth and the BRIGHT and PROSPEROUS future that lies ahead.
To aid you on your journey to financial freedom, we have five paid plans starting at $9.99 for you to consider.
With a subscription you get:
Premium Content: Weekly market and stock updates via email.
Stock Picking Guidance: Flash (buy/sell) alerts.
Model Portfolio Access: Access to LIVE portfolios.
Webinars: Private events with the team selected by you.
Just visit atgdigital.media to see which plan is the best fit for your journey!
Substack 🥞 subscribers: 6,289 (+2)
Dan: 1 Stock Too Hot to Ignore . . . 🥵
There’s a reason we’ve increased our exposure to the electricity market across all ATG Digital model portfolios.
In case you missed it — our lead analyst, Paul Mampilly, spells it out in this YouTube video below:
Across all Tiers, we now have 21 open positions we believe could benefit as natural gas prices rise and electricity costs surge.
While many of our investments are positively correlated with the price of electricity, today, we’re zooming in on natural gas — a key driver of the coming energy boom.
Natural Gas Is Heating Up Fast 🔥
According to Henry Hub, a major natural gas pipeline, the price of natural gas is currently trading at around $3.90 per million British thermal units (MMBtu).
That’s up 56% over this time last year. But it’s not stopping there . . .
The price of natural gas is accelerating, with estimates of hitting $4.83/MMBtu in August — a massive 24% surge in just two months!
In the long term, the natural gas market is set to have a compound annual growth rate (CAGR) of 7.3% through 2029:
However, we believe there is more upside potential.
Demand Is Exploding 💥
Natural gas fuels over 40% of U.S. electricity generation.
With rising geopolitical tensions and wars, oil and gas reserves could become a weak point.
This could cause the already high demand for the commodity to rise, and with it, the price.
And here’s the kicker:
Megatrends like artificial intelligence (AI) and electric vehicle (EV) adoption are supercharging the demand for electricity.
These technologies are power-hungry — and with limited supply, prices are soaring!
A Natural Gas Powerhouse 🏭
For a chance to ride the energy boom, we added Antero Resources Corporation (NYSE: AR) to our Gold Tier model portfolio.
AR 0.00%↑ is a natural gas powerhouse operating across the U.S.
At the end of 2024, AR 0.00%↑ reported proven reserves of 17.9 trillion cubic feet of natural gas with average production of 3,424 million cubic feet per day.
With natural gas prices ticking upward, we believe AR 0.00%↑ is well-positioned to benefit — especially given its direct exposure in the industry!
But that’s not the only thing working in AR 0.00%↑ ’s favor . . .
A Strong Balance Sheet 📊💪
With inflation and high interest still elevated, strong balance sheets matter!
Companies with little to no debt and promising cash flows could trade at a premium.
That said, let's look at AR 0.00%↑ ’s first quarter (Q1) 2025 earnings release:
✅ Reduced net debt by $204 million, down to $1.29 billion.
✅ $458 million in net cash from operating activities, up 75% year over year (YoY).
✅ $337 million in free cash flow, up a considerable 7,400% YoY.
✅ 2.7 million shares purchased for roughly $92 million.
With a previously announced repurchasing program, AR 0.00%↑ still has roughly $1 billion available under the buyback plan.
The company’s outlook also aligns with ours — natural gas usage is poised to surge.
In our view, global adoption of AI and EVs can’t happen without massive electricity generation.
And at the core of this generation is natural gas.
AI, EVs, data centers, manufacturing — even crypto mining — all depend on affordable, reliable electricity.
What’s Next? 👀
We plan to hold AR 0.00%↑ in our Gold Tier, alongside many of our other electricity-related plays to ride this megatrend.
And we’re just getting started.
For access to two exclusive portfolios, weekly commentary on high-conviction plays, and trade alerts — click the button below. 👇
Fed Chair Vs. Trump?
Is Fed Chair Jerome Powell moving too slow?
President Trump’s recent comments regarding the Fed’s latest decision certainly suggest so.
ATG Digital analyst Dean shares two ways you can potentially profit from the chaos unfolding in the market.
Check it out below:
While you’re there, don’t forget to like, comment, and subscribe to the channel!
#OGI100: Friday, June 20, 2025
The #OGI100 is down 0.04% today.
Created on September 22, 2022, the #OGI100 is an index/portfolio comprised of opportunity, growth, innovation, and crypto-related investments.
Our goals with the #OGI100 are twofold . . .
First, we want readers to get a sense of what our investments are doing in the market, because they can sometimes perform very differently than traditional indices (like the S&P 500 or Nasdaq 100).
Second, we’d like to eventually turn the #OGI100 into an exchange-traded fund (ETF).
That way, instead of owning hundreds of growth stocks, you can get exposure to ATG Digital thinking — in opportunity, growth, innovation, and crypto — all in one place.
To learn more or to express your support for the launch of an ETF (by completing a poll), click here.
Next Week: Paul highlights what to expect during market volatility. 📝
If you didn’t have a chance to read our Substack articles this week, be sure to catch up on them here:
Tuesday — 1 Play to Power Your 2025 ⛽️
Wednesday — Market Wisdom From Shakespeare 🎭
Thursday — Happy Juneteenth ❤️ — 6/19/25
On Friday, June 20, 2025, we hope you enjoyed this week’s articles.
❤️ This Substack was made — by US, for YOU — with love. ❤️
Questions? Concerns? 🤔 Look Below 👇
Have questions or trouble accessing your account? Please reach out to us at info@atgdigital.media or schedule a call, and our Customer Support team will be happy to help.
You can also check our FAQ page on our website for an up-to-date list of questions and answers. Your question may have been addressed there.
*Please be advised that customer support calls are limited to 15 minutes and will strictly cover your membership subscription and billing needs only. Any calls that are disrespectful in nature may be subject to immediate termination.
Join us, be #BOP 🚀, be #ATGNation 🙌, #GoATG! ️️❤️️
Disclaimer/Legal Stuff Written in Plain English
What you read/watch/hear is OPINION, not financial/investment advice. Treat it no different than when you read/watch/hear your favorite author/YouTuber/podcaster. Despite our best efforts, we get things wrong and make mistakes. Investing is risky. There is no guarantee you will make money. Your investments may lose value. That’s RISK. Past performance is no guarantee of future results. Employees, contractors, and owners of ATG Digital, LLC own/trade/transact in the stocks, options, and crypto that are the subject of our trade alerts, updates, reports, and commentaries. We cannot give you personalized financial advice because we are NOT financial advisors. It’s on you to decide how much/when/what to buy/sell based on YOUR financial needs, plans, and risk preferences. There are no guarantees. Loss of your capital is an outcome that you should evaluate carefully with a financial advisor before you trade, speculate, or invest. It's your money and your responsibility.