Jeff Brown 3 Stocks Behind Elon’s “Agenda X” Revealed

Elon Musk, the visionary entrepreneur who reshaped industries with PayPal, SpaceX, and Tesla, is on the cusp of another revolutionary venture.

Dubbed “Agenda X” by tech analyst Jeff Brown, this master plan, 27 years in the making, aims to transform the global financial system through a new technology called “X Money.” Partnered with Visa, Musk’s X Corp is poised to unleash a financial supersystem that could replace half the world’s financial infrastructure, valued at over $21 trillion.

Brown, a seasoned angel investor and former executive at Qualcomm, NXP Semiconductors, and Juniper Networks, has identified three under-the-radar tech companies critical to this venture. These companies, supplying essential technology for X Money, present a rare investment opportunity for early investors in 2025 and beyond.

This article delves into the details of Agenda X, the technology behind X Money, and the three stocks Brown recommends to capitalize on this financial revolution.

The Genesis of Agenda X

Elon Musk’s journey to Agenda X began in 1998 when he co-founded PayPal, initially launched as X.com. His vision was to create an “everything app for finance,” revolutionizing how money moves globally. Despite PayPal’s success, Musk was ousted before fully realizing his dream. Fast forward to 2022, Musk acquired Twitter for $44 billion, rebranded it as X, and moved it to the X.com domain he repurchased in 2017. This move wasn’t just about free speech; it was a strategic step to revive his financial supersystem vision.

In March 2025, Musk’s AI startup, xAI, acquired X for $45 billion, merging advanced AI capabilities with X’s massive user base. This acquisition, coupled with a partnership with Visa, the world’s largest payment processor, sets the stage for X Money — a platform that promises instant, low-cost transactions, global accessibility, and integration with Musk’s ecosystem, including Starlink and Tesla’s Robotaxis.

Brown calls this convergence Agenda X, a plan to disrupt America’s outdated financial ecosystem, potentially unlocking $10 trillion in value.

The Technology Behind X Money

X Money is envisioned as “PayPal on steroids,” a financial supersystem enabling users to transfer money instantly, pay bills, invest in stocks, and more, all within a single app. Key technological components include:

  1. Visa’s Global Network: With 4.7 billion cardholders across 200 countries, Visa’s infrastructure ensures X Money’s transactions are secure and instantaneous. Visa Direct, a real-time payment processing system, minimizes transaction fees, making X Money competitive against traditional banks.

  2. Starlink Satellites: Over 7,100 Starlink satellites will beam high-speed internet to underserved regions, granting access to X Money for an estimated 2 billion unbanked individuals. In 2024, Starlink expanded to countries like Mongolia and Zimbabwe, with further growth in 2025.

  3. xAI’s AI Capabilities: xAI’s Grok 3, running on the Colossus supercomputer, will power X Money’s features, such as automated budgeting and personalized investment portfolios, enhancing user experience.

  4. Super-Advanced Microchips and Memory Chips: These are the backbone of X Money’s infrastructure, enabling the processing power needed for AI, data centers, and secure transactions.

Brown emphasizes that X Money’s launch is imminent, with leaked computer code suggesting a rollout any day now. Forty-one states have already approved X Money, and Musk has invested an additional $150 million to prepare for the launch.

Why Agenda X Matters

The financial system today is plagued by inefficiencies—high transaction fees, slow processing times, and limited access for the unbanked. Traditional banks like JPMorgan Chase and Wells Fargo rely on outdated technology, with payment transfers often taking days. X Money, leveraging Visa’s network and Starlink’s connectivity, promises to address these issues, offering:

  • Instant Transactions: Payments processed in real-time, bypassing delays.

  • Low Fees: Competitive transaction costs, saving businesses billions annually.

  • Global Access: Internet access via Starlink enables financial inclusion for billions.

Musk predicts X Money could dominate half the world’s financial system, a market worth over $21 trillion. The digital payment market alone is projected to reach $10 trillion by 2033, driven by the growing adoption of mobile banking (60% of Millennials and 57% of Gen Z use mobile apps). This shift positions X Money to capture a significant share, challenging traditional financial institutions.

The Role of Policy and Timing

The success of Agenda X is bolstered by a favorable political environment. President Trump’s return to office in 2025 has unleashed a “Golden Age of technology” by slashing regulations. Key actions include:

  • Revoking Biden’s Executive Order #14110: This order restricted AI development, but Trump’s reversal has freed xAI to innovate.

  • Outlawing CBDCs: On January 23, 2025, Trump revoked Biden’s Executive Order #14067, preventing a central bank digital currency that could have competed with X Money.

  • Bitcoin as a Reserve Asset: On March 6, 2025, Trump recognized Bitcoin as a strategic U.S. reserve asset, enabling X Money to integrate cryptocurrency for secure, instant global payments.

These policies, combined with Trump’s $500 billion plan for AI data centers, create an ideal environment for X Money’s launch, ensuring minimal government interference and maximum innovation.

Jeff Brown’s Investment Philosophy

jeff brown x money

Jeff Brown’s track record speaks for itself. With over 30 years in Silicon Valley, he has a knack for spotting tech breakouts before they hit the mainstream. His past recommendations include:

  • Nvidia: A $1,000 investment in 2015 grew to over $230,000 by 2024.

  • AMD: A $1,000 investment turned into $13,000, driven by AI processor demand.

  • Bitcoin: Recommended at $240 in 2015, it soared 34,300% by 2025.

  • Tesla: A second recommendation in 2018 yielded up to 2,400% gains.

Brown’s strategy involves identifying visionary entrepreneurs, revolutionary technologies, and under-the-radar suppliers critical to their success.

He avoids overhyped stocks like Nvidia or Tesla, focusing instead on lesser-known companies with high growth potential. For Agenda X, Brown has pinpointed three companies supplying indispensable technology for X Money, each poised for significant gains as the platform launches.

The Three Stocks Behind Agenda X

Brown’s research highlights three companies as critical partners in X Money’s ecosystem. These stocks are not household names like Nvidia or Microsoft but are essential to the technology powering Agenda X. Below is a detailed analysis of each:

1. The Agenda X Chip Supplier

report bnf the agenda x playbook

Technology: Super-advanced microchips, dubbed “Agenda X Chips,” are vital for X Money’s data processing, AI applications, and secure transactions. These chips power Musk’s Colossus supercomputer, Starlink satellites, Tesla’s Robotaxis, and Optimus robots, as well as Visa’s payment infrastructure.

Market Position: This company holds a near-monopoly, controlling 90% of the global market for advanced chips. Major tech giants—Apple ($17 billion), Nvidia ($7.73 billion), Meta, Google, Amazon, and Microsoft—rely on its custom chips. With Intel’s declining fortunes, this company faces minimal competition.

Growth Potential: The company is investing $60 billion in three new fabrication plants in Arizona to meet surging demand. Multi-billion-dollar contracts with tech leaders ensure long-term revenue. Brown predicts that as X Money launches, this stock could see 10x to 100x returns, driven by its pivotal role in the AI and digital payment booms.

Why Invest Now: With X Money’s imminent launch, this company’s obscurity won’t last. Early investors can buy shares before mainstream awareness drives up prices.

2. The Memory Chip Supplier

report bnf silent partner

Technology: Advanced memory chips are crucial for handling the massive data processing needs of xAI’s AI models and X Money’s transactions. These chips are used in Musk’s Colossus supercomputer and planned GigaFactory data center, as well as over 5,000 AI data centers nationwide.

Market Position: This company is the sole supplier of memory chips advanced enough for modern AI applications. Demand is skyrocketing as tech giants like Microsoft, Amazon, and Meta build new AI data centers (e.g., Microsoft’s $100 billion Stargate project).

Growth Potential: Musk’s GigaFactory alone requires a million chips, and partnerships with BlackRock and xAI ($30 billion project) amplify demand. Brown sees this stock as a high-growth opportunity, with potential for significant gains as AI and X Money expand.

Why Invest Now: The memory chip market is underserved, and this company’s unique position makes it a prime target for early investors before X Money’s launch draws attention.

3. The Robotics Sensor Supplier

report bnf how to profit from elon musks robotics revolution

Technology: This company provides sensors critical for Tesla’s self-driving cars and Optimus robots to “see” their environments. These sensors are integral to X Money’s potential integration with Robotaxis and Optimus, enabling seamless payment experiences.

Market Position: As Tesla’s key supplier, this company benefits from the growing robotics market, projected at $38 billion by Goldman Sachs. Unlike Tesla, a $715 billion giant, this supplier has more room for growth, offering higher profit potential.

Growth Potential: With Optimus robots expected to become as ubiquitous as smartphones, demand for these sensors will surge. Brown believes early investors could see extraordinary gains as Tesla’s robotics division expands and X Money integrates with these technologies.

Why Invest Now: The robotics revolution is in its early stages, and this supplier’s stock remains under the radar, making it an ideal investment before mainstream adoption.

Historical Parallels: Lessons from Past Tech Booms

Brown draws parallels between Agenda X and previous tech revolutions, where early investors in support companies reaped massive rewards:

  • Electricity Boom: Investors in light bulb and wire manufacturers made fortunes.

  • Automotive Boom: Steel, rubber, and oil companies soared as Ford’s assembly line scaled.

  • Internet Boom: Cisco (75,000% gains) and Microsoft (43,700% gains) rewarded early investors.

  • Mobile Boom: Qualcomm (95x) and Micron Technology (153x) capitalized on cellphone growth.

X Money represents the next phase of the digital money boom, with a potential $10 trillion market. By investing in the three companies supplying critical technology, investors can position themselves for gains similar to those seen in past revolutions.

Risks and Considerations

While Brown is bullish on Agenda X, he acknowledges the inherent risks of investing:

  • Market Volatility: Tech stocks can be volatile, and gains are not guaranteed.

  • Competition: Another company could develop superior chips, shifting market dynamics.

  • Regulatory Changes: Despite Trump’s support, future regulations could impact X Money.

  • Execution Risks: Musk’s ambitious timeline may face delays or technical challenges.

Brown advises investors to allocate only what they’re willing to lose and to conduct due diligence. His flagship service, The Near Future Report, provides detailed research to mitigate risks, offering monthly insights and three bonus reports: The Agenda X Playbook, Elon Musk’s Silent Partner, and How to Profit from Elon Musk’s Robotics Revolution.

The Urgency of Acting Now

Timing is critical in tech investing, and Brown stresses the urgency of acting before X Money launches. Key indicators include:

  • Imminent Launch: Leaked code and approvals from 41 states suggest a launch any day.

  • Insider Investments: Venture capitalists like Andreessen Horowitz ($400 million) and Fidelity ($19.6 billion) have poured billions into X, signaling confidence.

  • Musk’s Commitment: An additional $150 million investment underscores Musk’s readiness.

Once X Money launches, mainstream media coverage will drive up stock prices, reducing the potential for outsized gains. Brown’s The Near Future Report offers a 60% discount ($199 vs. $499) and a 60-day risk-free trial, making it accessible for investors to act swiftly.

jeff brown agenda x playbook

Conclusion

Elon Musk’s Agenda X, culminating in the launch of X Money, is poised to redefine the financial landscape. Partnered with Visa and powered by Starlink, xAI, and advanced microchips, X Money could capture a significant share of the $10 trillion digital payment market.

Jeff Brown’s three under-the-radar stocks—supplying critical chips and sensors—offer early investors a chance to achieve financial freedom in 2025 and beyond.

With a proven track record of spotting tech breakouts, Brown’s insights, delivered through The Near Future Report, provide a roadmap for capitalizing on this opportunity. As Musk and Visa prepare to flip the “X Money switch,” the time to act is now. Don’t miss the chance to be part of the next tech revolution.

Frequently Asked Questions (FAQ) About Jeff Brown’s “Agenda X” and the Three Stocks

What is “Agenda X”?

Agenda X is a term coined by Jeff Brown to describe Elon Musk’s 27-year master plan to revolutionize the global financial system through a new technology called “X Money.” It involves X Corp, partnered with Visa, leveraging advanced AI, Starlink satellites, and super-advanced microchips to create a financial supersystem that could replace half the world’s financial infrastructure, valued at over $21 trillion.

What is X Money?

X Money is a financial platform described as “PayPal on steroids.” It allows users to transfer money instantly, pay bills, invest in stocks, and more, all within a single app. It uses Visa’s global network for secure, low-cost transactions, Starlink for global internet access, and xAI’s AI for features like automated budgeting, aiming to serve billions, including 2 billion unbanked individuals.

Who is Jeff Brown?

Jeff Brown is an angel investor, tech analyst, and former senior executive at Qualcomm, NXP Semiconductors, and Juniper Networks. With over 30 years in Silicon Valley, he has a proven track record of identifying tech breakouts, including Nvidia (23,000% gains), AMD (1,300% gains), Bitcoin (34,300% gains), and Tesla (2,400% gains).

What are the three stocks Jeff Brown recommends?

Brown identifies three under-the-radar companies critical to X Money’s success:

  • Agenda X Chip Supplier: The sole manufacturer of super-advanced microchips powering X Money, Musk’s AI, Starlink, and Tesla’s robotics, with a 90% market share.
  • Memory Chip Supplier: Provides advanced memory chips for xAI’s data processing, used in Musk’s Colossus supercomputer and thousands of AI data centers.
  • Robotics Sensor Supplier: Supplies sensors for Tesla’s self-driving cars and Optimus robots, potentially integrating with X Money for payments.
Why invest in these three stocks?

These companies supply essential technology that X Money and Musk’s broader ecosystem (xAI, Starlink, Tesla) cannot function without. Their under-the-radar status and high growth potential make them prime candidates for 10x to 100x returns as X Money launches and gains traction in the $10 trillion digital payment market.

When is X Money launching?

Leaked computer code and approvals from 41 U.S. states suggest X Money could launch any day now. Musk’s additional $150 million investment and Visa’s readiness indicate an imminent rollout, making early investment critical.

How does President Trump’s administration support Agenda X?

Trump’s policies create a favorable environment by:

  • Revoking Biden’s AI-restricting Executive Order #14110.
  • Outlawing a central bank digital currency (CBDC) via Executive Order #14067, eliminating government competition.
  • Recognizing Bitcoin as a U.S. reserve asset, enabling X Money to integrate cryptocurrency.
  • Authorizing a $500 billion AI data center plan, boosting xAI’s infrastructure.
What are the risks of investing in these stocks?

Investing carries risks, including:

  • Market Volatility: Tech stocks can fluctuate significantly.
  • Competition: A rival could develop superior technology, shifting market dynamics.
  • Execution Risks: Delays or technical issues could impact X Money’s launch.
  • Regulatory Changes: Future policies could affect the project.
    Brown advises investing only what you can afford to lose and conducting thorough due diligence.
How can I access Jeff Brown’s recommendations?

Brown’s recommendations are detailed in The Near Future Report, his flagship research service. For $199 (a 60% discount from $499), subscribers receive 12 months of monthly insights, three bonus reports (The Agenda X Playbook, Elon Musk’s Silent Partner, How to Profit from Elon Musk’s Robotics Revolution), and a 60-day risk-free trial with a full refund option.

Why is timing critical for investing in Agenda X?

X Money’s imminent launch, backed by insider investments (e.g., Fidelity’s $19.6 billion), will likely drive mainstream attention, increasing stock prices. Early investors can buy shares at lower prices, maximizing potential gains. Delaying could mean missing out, as seen with Brown’s past recommendations like Nvidia and Bitcoin.

Can I invest if I’m not an accredited investor?

Yes, unlike Musk’s private ventures (e.g., SpaceX, Neuralink), the three stocks Brown recommends are publicly traded, accessible to everyday investors without requiring millions or Silicon Valley connections.

What makes these stocks different from investing in Tesla or Nvidia?

Tesla and Nvidia are already high-valued companies ($715 billion and market leader, respectively), limiting their growth potential. Brown’s three stocks are lesser-known, with more room to grow, offering higher profit potential as X Money scales.

What if I’m skeptical about X Money’s success?

Skepticism is understandable, given Musk’s history of “outlandish” ideas (e.g., PayPal, SpaceX, Tesla), which faced doubt but succeeded. Brown’s research, backed by his track record, suggests X Money’s potential is grounded in Musk’s execution, Visa’s partnership, and favorable policies. The 60-day risk-free trial allows you to evaluate the opportunity without commitment.

How do I get started?

Subscribe to The Near Future Report for $199 to access Brown’s research and bonus reports. Click the subscription button provided in his presentation, review the details, and finalize your membership. You’ll receive immediate access to the reports and a 60-day period to request a full refund if unsatisfied.


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