The full replay of Robert Rapier’s briefing on how to collect income from the trillion-dollar AI buildout — by owning the essential-service “toll booths” it all runs on, without betting on which company wins.
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The research Robert walked through on the briefing — two managed portfolios, the Safety Rating System on nearly 390 essential-service stocks, and the AI-power research with the actual names. Choose your term:
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Why owning the power, grid, gas, and water beats guessing which AI company wins.
How the world’s biggest companies signaled exactly where the money is going — and why they keep raising the number.
The chain from one data center to the essential-service businesses that get paid as it gets built.
Recurring demand, real dividends, and lower volatility than the AI names everyone’s chasing.
The grid is the bottleneck — and why this is now a stock-picker’s market, not a buy-the-sector moment.
How Robert rates nearly 390 essential-service stocks before any reach a portfolio.
From the Utility Forecaster portfolios’ 2025 year-end review — actual results, not projections or backtests.
A few of the essential-service businesses Robert’s readers have held for decades — described by category, because the specific names are reserved for members.
Since-entry total returns as of the 2025 year-end portfolio review. Specific holdings are reserved for Utility Forecaster members. Past performance does not guarantee future results; individual results vary.
Chemical engineer with 40+ years of investing experience and 30+ years in the energy industry. Forbes contributor; cited by Bloomberg, The Washington Post, Business Insider, and 60 Minutes as a leading voice on energy and income investing.
Editor of Utility Forecaster — trusted by income investors since 1989 — since 2018, focused on the essential-service businesses people pay in any economy.
Philosophy in one sentence: “You don’t have to pick the winner. You can own the toll booth the winner has to drive through.”
Start for $49 a year, or own the research for life. Two portfolios, the Safety Rating System, and the AI-power names — backed by a money-back guarantee.
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