Wafer-scale technology could deliver 100X the performance while using 90% less energy...
Dear Fellow Investor,
While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet.
I’m George Gilder. I’ve been calling tech revolutions for 40+ years.
When I predicted cell phones would change everything in 1991, people laughed.
When I said streaming video would kill Blockbuster in 1994, Wall Street ignored me.
When I called Amazon’s dominance in 1996, investors shrugged.
Those “crazy” predictions were followed by insane returns:
- Apple: 249,900% since IPO
- Netflix: 112,700% from going public
- Amazon: 216,100% since IPO
Now I see something even BIGGER brewing…
I see the death of big data centers coming. And My research suggests three companies are making it happen: building what I call the “Trillion Dollar Triangle”:
- Wafer-scale chips 100X faster than current systems
- 90% energy reduction
- Technology that makes AI data centers unnecessary
Make no mistake... This could be one of the biggest opportunities I’ve seen in over four decades.
>> Get the three company names before Wall Street catches on <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
The Cold Snap Lit a Fire Under Natural Gas—3 Trades to Watch
Reported by Chris Markoch. Article Posted: 1/27/2026.
Key Takeaways
- Natural gas stocks are gaining momentum as winter storms, data center demand, and tight U.S. supply push prices higher.
- UNG and BOIL offer tactical ways for traders to capitalize on short-term natural gas volatility during extreme weather.
- Generac provides indirect exposure to cold-weather demand as power outages increase interest in backup generation.
Late January brought snow, ice, and single-digit to sub-zero temperatures across much of the United States. Ahead of that, several energy stocks rallied, particularly those tied to natural gas.
Here's the part that may interest traders: U.S. natural gas production sits at decade lows while demand (even without the recent storms) continues to rise.
Buffett's Parting Gift to Berkshire Hathaway? (Ad)
The biggest tech investors have unloaded their top AI investments. Peter Thiel's fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett's parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks.
Watch the interview revealing these four market forces.One driver is data centers. While there is optimism that nuclear energy could be a solution for the future, natural gas remains the practical choice today. That's why some traders are looking to capitalize using two ETFs that are best deployed as tactical tools.
But that isn't the only way to warm a portfolio during this frigid weather. Winter storms can cause power outages, which drives interest in a company that often sees demand spikes during severe weather.
Each of these names may have further upside. Investors looking to trade this cold snap may want to consider these three options.
UNG Offers Direct Exposure to Short-Term Natural Gas Moves
The United States Natural Gas Fund (NYSEARCA: UNG) gives traders direct exposure to movements in the spot price of natural gas via near-dated futures contracts. With U.S. production near decade lows and demand rising from power generation and data centers, UNG has become a way for nimble traders to express a short-term bullish view during extreme winter weather.
The UNG ETF is up nearly 20% in 2026. Many investors are counting on significant upside because of the supply-demand imbalance, and cold weather can tighten that supply further.
However, the fund remains well below the all-time highs reached in 2022–2023 following Russia's invasion of Ukraine. It dropped sharply afterward and was a difficult trade for much of the next three years, leaving it down more than 61% over the last five years.
BOIL Offers 2x Leveraged Exposure to Natural Gas Futures
The ProShares Ultra Bloomberg Natural Gas ETF (NYSEARCA: BOIL) amplifies volatility by offering 2x leveraged exposure to daily natural gas futures returns. That leverage makes BOIL especially attractive during rapid price surges tied to cold weather, infrastructure constraints, or sudden demand spikes.
For aggressive traders, BOIL can magnify gains when natural gas rallies over short periods. For example, the BOIL ETF is up nearly 38% year-to-date, roughly double UNG's gain.
But the same leverage that boosts upside also magnifies losses. Over the last five years, BOIL is down about 99%, nearly double UNG's decline.
That makes timing critical. BOIL is best suited for experienced traders who can actively manage positions and capitalize on short-lived momentum rather than investors looking for a long-term play on natural gas.
Generac: A Power Outage Play That Isn't Just for Hurricane Season
Generac Holdings Inc. (NYSE: GNRC) isn't a natural gas producer, but winter storms can still make it a compelling cold-weather trade. Extreme weather raises the risk of power outages, driving demand for backup generators from both residential and commercial customers.
Many of Generac's generators run on natural gas, aligning the company with rising interest in gas-fired backup power as grid reliability comes into question. While Generac is often associated with hurricane season, severe winter storms can produce similar demand surges. If outages persist or grid stress worsens, Generac could attract renewed investor interest.
GNRC is up more than 22% in 2026, but it remains about 16.7% below the consensus price target, which has been rising. While Generac trades at a trailing P/E of roughly 31x, its forward P/E is nearer 20x.
Why These Trades Require Careful Timing
What goes up can come down just as quickly, if not faster. Both BOIL and UNG are directly tied to natural gas futures, one of the most volatile commodity markets. Leverage, daily resets, and futures roll costs can quickly erode returns if prices move sideways or reverse.
Weather-driven rallies can fade fast if forecasts change or supply rebounds. Generac faces different risks, including weaker-than-expected demand if outages are limited or the weather normalizes. Investors should treat these trades as short-term opportunities rather than core long-term holdings.
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