The AI boom, the energy crisis, and a 100-year supercycle – all in one.









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Dear Reader,



Five years from now, there will be two kinds of investors...



The ones who built generational wealth in the right stocks.



And the ones who stayed in the wrong ones.



I've spent nearly two decades running a hedge fund firm in Manhattan. I
recommended Netflix before it soared 11,000%... Amazon before it gained
9,000%... Apple before it climbed 80,000%.



CNBC called me "The Prophet" after I publicly predicted the Global Financial
Crisis before almost anyone else saw it coming.



>>> See my next prediction <[link removed]>



But I want to be direct with you today.



Because what I'm watching unfold in America right now – a collision of the AI
boom, the energy crisis, and the biggest commodity supercycle in 100 years – is
unlike anything I've seen in my career.



And one little-known company sits right at the center of all three.



It controls critical assets so scarce and so strategically vital, the White
House invoked emergency powers to protect them.



One of the most decorated fund managers of the past 50 years put HALF his $9
billion into it.



Google's former CEO just partnered with it.



And I believe a $10,000 investment in this company today could grow to
$220,000 over the long term.



I've recorded a free presentation. The full name, ticker, and complete story.



The window won't be open forever.



>>> Watch My Free Presentation: America's Greatest Retirement Stock Right Now
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I didn't just read about it.



I flew to West Texas with one of our most trusted boots-on-the-ground
sources...

A man who called the largest oilfield in American history before Wall Street
even knew the name.

<[link removed]>

We took a helicopter over the Stargate construction site together...



What I saw below us removed any doubt.

<[link removed]>

Regards,



Whitney Tilson
Senior Analyst, Stansberry Research



P.S. Here's what I think happens in mid-July



Trump signed "Project Vault" on January 14th.



His team had 180 days to go make deals to secure America's supply of these
minerals.



Mid-July is the check-in.



If the deals got done — great.



If they didn't — he has already put certain options on the table.



Price floors. Tariffs. Government rules protecting these exact minerals.



Now think about what that means for this stock.



It controls the very assets Washington is now fighting over — sitting at a
rare discount.



And if price floors go in... the floor goes in UNDER your position.



That's a very different situation than buying after everyone figures that out.



Five years from now, there will be two kinds of investors.



The ones who were in before mid-July...



And the ones who watched.



>>> Watch the free presentation before the deadline hits. <<<
<[link removed]>

Full Details Here > <[link removed]>

 


Suggested Reading by Morning Watchlist from Behind the Markets:

NATO is spending €27 billion on... pipes?

Wall Street Will Sell You "Soft Landing" Monday Morning. The Real World Is
Selling Constraints.

Monday morning is when Wall Street tries to reset the narrative.

This week, they'll try to sell you "soft landing" while the real world
screams constraints: energy, logistics, and credit.

Consider the tape you're walking into: Brent crude punched through $100 a
barrel Thursday — up 7% in a session, a fifth straight day of gains, its
highest since May — the VIX jumped double digits, and the Fed meets Tuesday.
That's a lot of potential constraints.

The good news? Retail investors can read the same map the insiders use — you
just have to stop watching the index and start watching the bottlenecks. Five
of them, below — plus three companies positioned at the choke points instead of
beneath them.

1) Warsh's Fed Meets the Real Economy (And Markets Are Underpricing the Tail
Risk)

The Federal Reserve meets July 28–29. That's not speculation — it's on the
Fed's calendar.

Here's why it matters for independent investors: this isn't about whether
they hike or hold. It's about tone and tolerance.

When rates stay high, Wall Street wants you to think the pain is "contained"
to a few overlevered zombies.

Reality: the transmission is everywhere — refinancing, small-cap cash burn,
regional-bank credit standards, and consumer financing.

This week's macro stack is a stress test — and one correction to the calendar
you may have seen elsewhere, because being a day off matters in a week like
this:

* FOMC decision and Chair Warsh's press conference: Tuesday–Wednesday
* Q2 GDP (advance estimate) hits Thursday, July 30, at 8:30 a.m. from the BEA
* June Personal Income & Outlays — with the PCE price index the Fed actually
targets — follows Friday morning, not Thursday
And remember what the last quarterly PCE reading actually showed: the PCE
price index rose at a 4.5% annual rate in the first quarter, with the core
index at 4.3%. That's not "solved" inflation. That's the reason the committee
removed its easing bias — and with the national average gasoline price now at
$4.09 after oil's surge, the July numbers won't rescue the doves.

Translation: one surprise data point + one hawkish sentence can flip the
tape. Twice. In the same week.

Bottom line: Don't trade the headline "hold vs hike." Trade the reaction
function — and assume liquidity can vanish fast when the narrative breaks. No
ticker for this section; it's the lens for everything below.

2) Oil's Weekly Surge Is a Monday Problem (Not a Friday Headline)

Energy is back in the driver's seat.

Here's the verified version, because it's even stronger than the weekend
chatter: West Texas Intermediate jumped 6.2% Thursday to settle at $92.19 while
Brent climbed 7% to $100.69 — crossing $100 for the first time since May — as
traders tracked attacks on Saudi oil tankers and disruption risks near major
shipping channels, with Houthi strikes on two Saudi tankers in the Red Sea,
President Trump warning of "major military punishment," a 13th consecutive
night of U.S. strikes on Iran — and Congress splitting on war powers, with the
House voting to direct a withdrawal from hostilities while the Senate rejected
its version 49–47.

This is the part Wall Street always gets wrong: they treat oil like a one-day
trade.

But energy is a tax — and when it spikes, it bleeds into everything with a
lag: freight, chemicals, food inputs, airline pricing, consumer psychology. And
it lands right as the market tries to front-run "easing" narratives.

Watch the second-order plays, not just the barrels — the companies that get
hired when the world decides it needs more barrels.

Company: SLB (SYM: SLB)The world's largest oilfield services company —
reported Friday morning, beat despite a literal war zone, and the street sees
~30% upside.

SLB (the company formerly known as Schlumberger) is the picks-and-shovels of
the entire global oil patch — drilling services, reservoir performance, well
construction, and production systems across more than 100 countries. When $100
oil persists, producers eventually drill; when producers drill, they pay SLB.

The timing hook: SLB reported second-quarter earnings Friday morning and
beat, with EPS of $0.55 against a $0.52 estimate — and it did so despite
genuine wartime friction: Iraq remains under force majeure, pressuring
near-term operations. The stock entered the print around $47, below both its
50- and 200-day averages after a roughly 6.6% slide over the prior month, which
is exactly why the setup is interesting: the consensus is constructive with an
average target near $60 — roughly 28% above the recent price — across 20
covering analysts rating it a Buy. There's even a bonus thread from our
AI-power coverage: a strategic alliance with Liberty Energy to deliver modular
power infrastructure for AI data centers, and a Digital division that crossed
$1 billion in annual recurring revenue, growing 15%.

The honest risks: this remains a cyclical service company hostage to producer
capex — analysts flagged Middle East disruptions producing flat sequential
results and trimmed EBITDA estimates, and the street cut targets steadily
through July even while holding ratings (Barclays to $64, Morgan Stanley to
$54, BofA to $56). If the war premium leaves crude, drilling budgets and this
stock deflate together. And update the numbers before send: the print landed
Friday, so Monday's copy should carry Friday's close and any guidance color
from the call. This is a "the beat is in hand, the cycle is the bet" idea.

Bottom line: If oil stays elevated into the Fed week, "disinflation" gets
fragile fast — and the market's rate-cut fantasy gets punched in the mouth.

3) NATO Just Dropped a €27B Clue: Modern War Runs on Fuel and Pipes

Most people hear "defense spending" and immediately picture jets and missiles.

That's a rookie mistake.

Here's what actually happened — on Wednesday, while everyone watched
earnings: the North Atlantic Council approved NATO's 2027–2031 Common Funding
Resource Plan and formalized the Fuel Supply Chain Capability Programme — a €27
billion investment to modernize fuel storage and distribution infrastructure,
financing new facilities including pipelines in NATO's eastern and southeastern
member states.

Continue Reading →
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