Last week marked a major milestone for Curzio Research: We held our first-ever Curzio One Wealth Forum at Pier Sixty-Six in Fort Lauderdale.
We had over 100 attendees, including CEOs, founders, industry leaders, and—of course—many of our Curzio One members. It was two days of direct access, real conversations, and the kind of high-level networking you just can’t replicate online.
There was well over $1 billion of collective capital in the room (but zero egos).
Here are some of the biggest themes and standout moments from the event.
A different kind of conference
From the opening reception to the farewell breakfast, the forum delivered something rare in the investment world: true transparency and interaction.
The lineup featured sessions spanning topics like uranium, gold, consumer goods, biotech innovation, private markets, monkeys, and more.
But instead of canned PowerPoints, each CEO sat down with Frank for candid, unscripted conversations and audience Q&As. And unlike most conferences, our speakers stayed for the entire event—mingling over cocktails, answering questions over lunch, and trading insights with members long after their sessions ended.
It was a real-time demonstration of what makes Curzio One so powerful: a network of sharp, experienced people who make each other better investors.
AI is definitely not a bubble
Members repeatedly asked Frank whether AI is in a bubble—and his answer was unequivocal.
Why? Because multiple members in the audience work directly with hyperscalers, building AI data centers themselves. These insiders told Frank and the room that hyperscaler capex is accelerating, not slowing.
Demand is nowhere near being met by supply. That’s the opposite of a bubble. Spending is still increasing, adoption is still expanding, and hyperscalers are planning 10–15 years out.
The AI power crunch (and why nuclear wins)
One of the most urgent themes to emerge was energy—specifically, the widening gap between AI’s exploding power needs and the grid’s ability to supply it. And nuclear is one of the only solutions that can realistically keep up.
Amir Adnani, CEO of Uranium Energy Corp. (UES), broke down why uranium is entering a multi-year boom as demand for small modular reactors (SMRs), domestic energy independence, and AI-driven power loads accelerates.
Simply put, nuclear energy is one of the biggest opportunities that most investors are still missing.
One-of-a-kind experiences
It’s not often an investment conference is co-sponsored by a luxury boutique confectionery company… But the Curzio One Wealth Forum was.
Sugarfina gifted attendees with decadent chocolate toffee almonds and Champagne Bears, made with Dom Pérignon vintage champagne. Plus, everyone got a sneak peek at Sugarfina’s holiday collection (including samples).
What’s more, Scot Cohen, CEO of Wrap Technologies, demonstrated the company’s BolaWrap public safety device live… on Frank. (On last week’s Wall Street Unplugged Premium, Frank explained why he’s scooping up more WRAP shares. Here’s how to access the episode.)
Later that evening, Jimmy and Maguire Kane, founders of the Adrenaline Tricking League, delivered a high-adrenaline stunt performance that electrified the room. Flips. Kicks. Weapons. Wonder Woman’s stunt double. It was electric.
Private markets and the power of access
One of the most exciting parts of the forum happened between the sessions—in the hallways, at the tables, and even during breakfast.
That’s where the real deal-making took place. Members invested directly in new private funding rounds. CEOs secured new strategic relationships. Curzio Research itself signed multiple major contracts—including one of the largest deals in our company’s history.
This is exactly what Curzio One was built for: access to ideas and opportunities you’ll never hear about on CNBC.
You don’t need 10 winners. You need one.
But finding that one requires access—access to people, to founders, to insights, and to each other.
This event showed the true power of the Curzio One network: Experts helping experts… Founders speaking with shareholders face to face… No ego, no hype—just real conversations… And a shared commitment to finding great ideas early.
Thank you, and what’s next
To our incredible speakers—Amir Adnani, Michael Breen, Scot Cohen, Eric Goldreyer, Frank Holmes, Jimmy & Maguire Kane, Paul Kessler, Dr. Paul Kudlow, Scott LaPorta, Luke Norman, Shawn O’Brien, and Frank Trotter—thank you for your openness, insight, and energy.
To our members—you made this inaugural forum unforgettable.
And to our sponsors—Sugarfina, Adrenaline Tricking League, DigiPower X, GT Biopharma, Battle Financial, and SFA Therapeutics—thank you for supporting this landmark event.
This is just the beginning. Next year will be bigger, better, and even more powerful.
We hope to see you there.
