Dear Reader,

The Energy Cube.

It's the most important energy breakthrough in one hundred years. Yet, most investors have still never heard of it.

A single unit can be transported by truck...

Dropped next to a data center, military base, or industrial site...

And deliver reliable power for decades.

I like to think of it as the "Starlink of Energy."

Starlink brought internet to places cables couldn't reach.

The Energy Cube brings power to places the grid can't easily serve.

What's remarkable is that the underlying technology isn't new.

Versions of it have been used by the U.S. Navy for decades.

Big Oil buried this breakthrough - just like the electric car before it - using smear campaigns and powerful lobbies.

But until recently, it remained largely outside the public spotlight.

Now that appears to be changing.

Big Tech is searching for new sources of electricity.

Washington is accelerating domestic energy projects.

And a key government milestone expected this August could draw significant attention to this space.

Click here for the full story.

There's a small stock with tremendous upside potential at the center of it.

Yours in smart speculation,

Karim Rahemtulla
Co-Founder, Monument Traders Alliance

Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape

Reported by Thomas Hughes. Publication Date: 8/27/2026.

While Nutanix’s (NASDAQ: NTNX) earnings-driven rally gives investors reason to examine the stock, Advanced Micro Devices’ (NASDAQ: AMD) strategic investment is an even more important reason to buy. AMD isn’t simply integrating its chips with Nutanix; it bought equity in the company and committed to joint development and go-to-market efforts, signaling something more substantial than a simple partnership.

What is Nutanix, and why does AMD care? Nutanix provides a software platform for running applications and managing data across data centers, hyperscale environments and edge locations. It pioneered hyperconverged infrastructure, which bundles computing, networking and storage into a single, unified software system. Its core product, Nutanix Cloud Platform, is a control plane that replaces complex legacy systems with a flexible, unified dashboard. Businesses use it to simplify operations, reduce costs and improve scalability.

Nutanix Cements the Stack for AMD’s AI Systems

AMD wants Nutanix because its software provides the unifying layer needed to sell end-to-end inference systems to businesses and enterprises. AMD will provide the hardware, while Nutanix will provide the control system for seamlessly deploying and running AI models, agentic workloads and inference across networks. The partnership also expands AMD’s push into open-source AI solutions, positioning it as the full-stack alternative to NVIDIA’s (NASDAQ: NVDA) CUDA-based vendor lock-in. Nutanix benefits from AMD’s partnership by expanding its user base, broadening its addressable market and strengthening its sales efforts.

Catalysts for adoption include the reduced space and hardware requirements needed to run the system. This appeals to customers facing space, power, environmental or other constraints on their AI ambitions. Looking ahead, adoption is expected to be robust because inference is likely to become a larger market than model training. Estimates vary, but they generally agree that inference infrastructure will be worth at least twice as much as the model-training market and will grow at a high double-digit to low triple-digit compound annual growth rate over the next several years to a decade.

Catalysts for Nutanix’s stock price include the launch of AMD’s MI450 line and Helios rack-scale solutions. They are already in high demand, with deployments beginning this quarter and expected to accelerate over the next several quarters. Based on demand metrics and trends, AMD’s GPU sales could grow at a high triple-digit pace year over year for several quarters, alongside robust demand for its CPUs and related technologies. This should translate into strong demand for Nutanix solutions, setting the stage for sustained strength over the next decade.

Nutanix Calls Out AMD as Its Most Important Strategic Partner

Nutanix highlighted AMD again during its Q4 fiscal year 2026 (FY2026) report and conference call, underscoring the strength and importance of the relationship. However, as important as AMD is to Nutanix’s stock outlook, Nutanix is also a multifaceted player, with NVIDIA among its other partners. Nutanix deploys its platform alongside NVIDIA’s in a similar manner, making it one of the better-positioned AI companies, with business tied to both major GPU providers. In this scenario, it doesn’t matter who sells the GPUs, CPUs or AI systems, as long as someone does. NVIDIA’s latest results suggest a robust year ahead for AI winners, with its current-year guidance raised and its fiscal 2028 outlook well above forecasts. The results suggest that the market’s disconnect over AI remains material and that these stocks still have ample upside.

Analyst sentiment trends suggest that investors are waking up to the Nutanix opportunity. The stock carries a Moderate Buy rating, and the Q4 FY2026 release triggered numerous price-target increases, including a new high-end target, affirming the uptrend.

Targets from Needham & Company, Oppenheimer and Royal Bank of Canada put the stock in the $85 to $90 range within the next 12 months, which would be enough to establish a new all-time high. Reaching an all-time high could serve as a major technical trigger and unleash an influx of capital. The technical pattern suggests that an inflection point is near, with the potential to rise $55 from the critical resistance point.

Institutional interest also suggests confidence in this AI play. Institutions own more than 85% of the stock, have accumulated shares in every quarter over the past year and ramped up activity in early calendar Q3 as the stock completed its reversal.

The likely outcome is that institutional investors will underpin price action for the remainder of the quarter, aiding a move toward $80. The question is whether they will sustain their bullish posture through year-end. Given the trends, that outcome appears likely. The company provided healthy guidance for fiscal Q1 FY2027 and has the potential to outperform.

Nutanix’s biggest risk is competition, but in 2026, competition may be less of a threat and more of a tailwind. Vendor lock-in with NVIDIA, higher prices and customer friction at VMware have created an opportunity for Nutanix. As a result, Nutanix can gain share in this rapidly evolving market and sustain a dominant position well into the future.