Marc Chaikin’s Power Gauge and the American Atlas Portfolio: The AI Stocks He’s Watching Now

Marc Chaikin has spent more than 60 years studying the stock market. He created the Chaikin Money Flow indicator that still appears on professional trading terminals around the world. The Nasdaq once hired him to design new market indices. Today he is best known for the Power Gauge, a proprietary rating system that evaluates more than 5,000 stocks using 20 different factors and assigns each one a clear bullish, neutral, or bearish rating.

That system has a public record of identifying major winners early. It turned bullish on Nvidia years before the stock’s multi-thousand-percent rise. It also flagged Micron Technology and other companies that later delivered substantial gains for investors who paid attention. Right now the same Power Gauge is focused on a new development that Chaikin believes could reshape artificial intelligence and create one of the largest investment opportunities of the next decade.

He calls it the American Atlas.

What Is the American Atlas?

Most people think of artificial intelligence in terms of chatbots and image generators. Systems like ChatGPT, Gemini, Claude, and Grok are impressive at everyday tasks. They write text, answer questions, and create pictures. Yet they still struggle with the hardest scientific work. They cannot reliably model nuclear fusion reactions at the atomic level, design new drug molecules with full precision, or engineer advanced quantum systems.

The reason is technical. Nearly all current AI models run on lower-precision hardware, often called FP16 or even lower. These chips calculate very quickly, which is useful for generative tasks. They lack the extreme accuracy needed for real scientific simulation. Adding more of the same chips into larger and larger data centers does not fix the precision gap. That is why the big breakthroughs many people expected still feel years away.

A different approach is taking shape at Oak Ridge National Laboratory in Tennessee and other national laboratories across the country. Instead of one giant facility, the plan centers on a network of much smaller AI micro-clusters. The first of these is called Lux. It is designed to run on higher-precision FP64 hardware from the start. The difference in precision is exponential. This hardware can handle the calculations required for serious scientific work while still maintaining competitive speed.

Lux is only the first node. The broader network, which Chaikin has named American Atlas, is planned to link nine new micro-clusters with more than 50 existing high-performance supercomputers already owned by the Department of Energy. These machines are located at laboratories from Tennessee to California and New Mexico. Official descriptions have compared the effort in urgency and ambition to the Manhattan Project. One senior official called it the world’s most complex and powerful scientific instrument ever built.

The stated goals focus on four areas: energy (with a strong emphasis on nuclear fusion), medicine and biotechnology, quantum computing, and scientific AI itself. When progress accelerates across these domains together, independent estimates have placed the long-term economic impact near $248 trillion. That figure is many times larger than the first wave of generative AI because it touches energy markets, healthcare, advanced manufacturing, and national infrastructure.

How the Power Gauge Identifies the Opportunity

Chaikin’s Power Gauge does not rely on stories or hype. It examines 20 factors that cover financial strength, earnings quality, technical trends, and expert sentiment. The system then produces a single clear rating. Stocks that receive a bullish rating and also show supportive money-flow signals are the ones Chaikin watches most closely.

At the time of his research, the Power Gauge rated Advanced Micro Devices (AMD) as bullish. AMD has developed a new generation of accelerators designed specifically for high-precision and scientific computing workloads. Chaikin’s team linked these chips to the early nodes of the American Atlas network. Government contracts and laboratory partnerships are already directing funding toward the hardware and supporting infrastructure.

AMD is the most visible name. Chaikin’s full research also includes a group of smaller companies that have signed contracts or supply critical pieces of the system—networking equipment, power delivery, cooling technology, specialized materials, and related components. Some of these firms are far smaller than the major chipmakers. That smaller size can create greater percentage upside if the project scales as planned. All of the names in the research carried bullish Power Gauge ratings when the analysis was completed.

Alongside the buy-side research, Chaikin prepared a companion report that identifies AI-related stocks his system now rates as higher risk. These are companies whose current technology or business models may face pressure once higher-precision scientific AI becomes more widely available.

The Stocks in Focus

The companies Chaikin is watching fall into a few clear categories. First are the suppliers of high-precision computing hardware needed for the new micro-clusters. Second are the firms that provide the networking and data-movement technology required to connect dozens of systems into one integrated platform. Third are the companies that solve power, cooling, and materials challenges that come with dense computing environments.

Because many of these businesses are still relatively small, they remain under the radar of most large institutional investors. That is exactly the type of situation the Power Gauge is designed to highlight—stocks with solid fundamentals and a clear catalyst that have not yet been fully recognized by the broader market.

Chaikin has packaged the complete list, the supporting analysis, and the current Power Gauge ratings into a report called the American Atlas Portfolio: Top Stocks to Profit from the Dawn of AI Superclusters. Readers who want the full details, including the specific companies and the reasoning behind each rating, can find the complete research here.

Why the Timing Matters

The first micro-cluster is already under construction. Final connections are being made. The broader network of existing supercomputers is being adapted and linked. As results begin to appear and mainstream coverage increases, investor attention is likely to grow.

Chaikin’s research is designed for investors who prefer to study an opportunity while it is still relatively early. The Power Gauge provides a consistent, rules-based way to evaluate the companies involved rather than relying on headlines or speculation.

For a clear video explanation of the full thesis, the Power Gauge ratings, and how the American Atlas Portfolio is structured, you can watch this walkthrough.

Final Thoughts

Marc Chaikin’s Power Gauge has helped investors identify major trends for many years. The American Atlas project represents his current focus on the next phase of artificial intelligence—one aimed at real scientific progress rather than just better chatbots. The stocks tied to the hardware, networking, and infrastructure of this effort form the core of the research he is sharing.

All investing involves risk, including the possible loss of principal. Past performance of any rating system or individual stock is not a guarantee of future results. The information in this article is for educational purposes and should not be considered personalized investment advice. Readers should conduct their own due diligence and consider their individual financial situation before making any decisions.

The combination of a clear technological shift, government-backed infrastructure, and a quantitative rating system that has flagged winners before is what makes this research worth examining. The full American Atlas Portfolio analysis and the video explanation are available for those who want to look deeper.