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Editor's note: CNBC nicknamed him "The Prophet." He called Netflix at 78 cents, Apple at 38 cents, and Amazon at $2.80 – long before anyone knew their names. He's appeared on 60 Minutes twice. Now former hedge-fund manager Whitney Tilson is naming what he calls "America's Greatest Retirement Stock" right now – one company at the center of the AI and energy boom. He's giving away the name and ticker, free. See below...
He bet half his $9 billion on ONE stock
One of the most successful fund managers of the past 50 years made what would become the most concentrated bet I've ever seen in my career.
He managed $9 billion.
And he put more than HALF of it – roughly $4.5 billion – into a single, little-known company most Americans have never heard of.
>>> Find out which company <<<
Then it got even stranger.
His firm bought MORE shares nearly every single day for 61 straight trading days.
Then the former CEO of Google went straight to this same company and struck a nine-figure partnership.
I've spent my entire career studying how the smartest investors move their money. And I'll tell you plainly –- nobody bets this big unless they're convinced something huge is coming.
When I finally flew to West Texas to see this company's operations for myself... I understood why.
It controls something so scarce, so irreplaceable, that the White House has invoked emergency powers to protect it.
>>> See what they're protecting <<<
This company already returned more than Apple, Amazon, and the S&P 500 – combined.
And when you see what's driving this company and how much money is pouring into the critical assets it controls...
I think you'll agree that the biggest gains are still ahead.
I just recorded a full free presentation with the complete story.
>>> Watch: Why America's Smartest Billionaires Are Making The Biggest Bet Of Their Careers <<<
Regards,
Whitney Tilson
Senior Analyst, Stansberry Research
P.S. Now you know why the White House moved to shield what this company controls?
Trump signed "Project Vault" on January 14, 2026.
It gave his team 180 days to go cut deals with other countries...
To lock down America's supply of the exact minerals buried inside what this company controls.
Mid-July is when they have to report back.
If the deals got done? Great.
If they didn't — Trump has already put certain options on the table.
Price floors. Tariffs. Rules that stop foreign competitors from undercutting these minerals.
Either way... this company sits on nearly a million acres of the stuff Washington is now fighting over.
And right now, it's still at a discount.
Once that deadline hits and the picture gets clear... that might not last long.
>>> Watch the free presentation before the deadline hits.
Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again
By Chris Markoch. Posted: 7/30/2026.
Key Points
- Palantir reports second-quarter 2026 earnings on Aug. 3, with investors watching whether its AI growth can keep supporting a premium valuation.
- The company’s fundamentals remain strong, but the stock has struggled to hold momentum after recent earnings reports.
- Institutional buying and analyst support remain constructive, though volatility and competition still make Palantir a difficult short-term trade.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Palantir Technologies (NASDAQ: PLTR) is scheduled to report its second-quarter earnings after the market closes on Aug. 3. If history is any guide, the report will be strong, and PLTR is likely to fall the following day.
That has been the pattern the last three times the company has reported earnings. In each case, Palantir has failed to recapture its prior high and has found resistance at a declining 200-day simple moving average (SMA).
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Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.
With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.
Get the ticker symbol and full details at no charge todayAll of which is to say that PLTR has been, and will likely continue to be, a poor trade. That’s true for both long and short investors. On at least 15 occasions in 2026, PLTR has moved by at least 5% in a single trading session. Traders on the wrong side of those moves got hurt.
Nevertheless, after breaking decisively below $130 in late June, PLTR is up roughly 6%. That’s significant at a time when many technology stocks are under pressure. It could be evidence that investors are beginning to buy into a compelling bull case, but that case would be stronger with a close above its 50-day SMA, something the stock hasn’t managed since its late-June breakdown.
Focus on the Business Model More Than History
Palantir is expensive by virtually every traditional metric. Chief executive officer (CEO) Alex Karp recently remarked that Palantir has more business than it can handle and will reach $15 to $18 billion in free cash flow (FCF) in the next two years.
That would make many discounted cash flow (DCF) models for PLTR comically inaccurate. However, many investors will look back to companies like Microsoft (NASDAQ: MSFT) and Cisco Systems (NASDAQ: CSCO). At one time, both companies had lofty valuations. Buying and holding required immense patience —14 years for MSFT and 25 years for CSCO—before the companies were re-rated.
This is where it’s important to compare apples to apples. Cisco was as dominant in its niche as Palantir is now. But it didn’t have Palantir’s moat.
Microsoft’s growth has come from the sheer breadth of its enterprise. Microsoft isn’t one thing; it has many levers from which to generate revenue and free cash flow.
By contrast, Palantir is still largely a story about two customer types: government agencies and a growing but concentrated list of large commercial accounts. That's both the risk and the opportunity.
Palantir's Foundry and AIP platforms create deep switching costs once a customer's data ontology is built out, arguably a stickier moat than Cisco's hardware ever had. But Palantir doesn't yet have Microsoft's diversification across cloud, productivity software, gaming, and advertising. A slowdown in U.S. government spending or a stumble in commercial AI adoption would hit Palantir's growth story far harder than a similar setback would hit Microsoft's.
What Could Go Wrong?
Whenever PLTR has experienced a significant pullback, buyers—and specifically, institutional investors—have stepped in. Some of that buying is programmatic, since Palantir is now part of both the S&P 500 and the Nasdaq-100. But “smart money” wouldn’t be blindly buying the stock if it truly believed the valuation story.
Instead, the recognition is that, if the bull market remains in place, PLTR is likely to have a tailwind, and institutions will be willing to buy any dip. That’s not to suggest that a bear market is coming anytime soon. However, that’s where the bear case would have the most bite. Such price action would impact the entire market and would not be an indictment of any specific stock.
There's also a company-specific risk from competition. Hyperscalers like Microsoft and Amazon (NASDAQ: AMZN), along with model developers like OpenAI and Anthropic, are pushing deeper into enterprise AI orchestration, the same territory Palantir has claimed as its own.
For now, however, that’s a future concern. There’s no evidence in Palantir’s earnings reports that it’s losing market share to these companies.
Will PLTR Clear Its Valuation Hurdle?
Will history repeat itself? The simple answer is that it could. The business is strong and is likely to report strong growth. At the same time, even after a pullback of approximately 30% in 2026, Palantir still trades at a hefty premium of 105x forward earnings and a price-to-sales (P/S) ratio of around 66x.
Palantir will remain volatile and may therefore not be suitable for every investor. However, the long-term bull case for PLTR remains in place; analysts remain bullish, institutional buying outpaces selling by about 3:1, and more importantly, the company is likely to report another quarter of strong growth.
Palantir's business is executing better than almost every software company on the market today. But price and value are two different things, and the last three earnings reports suggest the market wants more value for the price. Investors chasing PLTR into its Aug. 3 report should size their positions with that pattern in mind, regardless of which side of the trade they're on.
PayPal Rejected a $53 Billion Takeover Bid: Is the Stock Undervalued?
Submitted by Jessica Mitacek. Article Published: 7/22/2026.
Key Points
- PayPal's board rejected a joint $53.4 billion takeover bid from Stripe and Advent International, though shares have kept climbing above pre-bid levels.
- The acquisition offer reportedly aimed to secure PayPal's stablecoin, PYUSD, whose reach is growing after Visa added it to its settlement platform.
- Despite a consensus Hold rating from analysts, PayPal posted accelerating revenue growth, rebounding free cash flow, and repeated earnings beats under new CEO Enrique Lores.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Since its founding in December 1998, PayPal (NASDAQ: PYPL) has grown alongside e-commerce into a financial services giant. Today, the company’s market cap exceeds $50 billion. But along the way, the stock has not been kind to investors.
Following its return to public trading in July 2015 after being spun off from eBay (NASDAQ: EBAY), PayPal surged to its all-time high of $308.53 per share in July 2021. But it has been a difficult ride for shareholders, with PYPL down nearly 82% since then.
Buy this stock tomorrow (Ad)
Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.
With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.
Get the ticker symbol and full details at no charge todayLast week, however, long-term holders were treated to an unexpected catalyst: Stripe and private equity firm Advent International proposed a joint $53.4 billion acquisition of PayPal. Shares rose as much as 19% in premarket trading on July 15, finishing the day up nearly 16%.
In the days that followed, PayPal’s board declined the offer, stating that the bid was too low. Nonetheless, a deal could still materialize.
In the meantime, shares have continued to climb above their pre-bid level. Here’s what investors need to know about the digital payment platform’s future and whether the stock’s recent turnaround can be sustained.
Details of the $53 Billion Bid PayPal Passed On
Seeing a potentially mispriced company, Stripe and Advent priced their offer at $60.50 per share—about 6.5% higher than the stock’s July 20 closing price and around 28% above its July 14 pre-announcement close.
Had the bid been accepted, the $53.4 billion deal would have been the largest fintech acquisition in history. Stripe and Advent reportedly planned to hold equal ownership stakes in PayPal rather than divide the company’s assets.
The move makes sense for privately held Stripe, a financial infrastructure platform that provides global payment processing, subscription management and fraud prevention services to businesses.
But the offer was not aimed at absorbing PayPal’s 439 million active consumer and merchant accounts around the world. According to Tech Times, the bid was aimed at securing PayPal’s “consumer-facing stablecoin distribution network and the peer-to-peer trust relationship” those accounts represent.
PayPal’s Stablecoin Is the Ultimate Prize
Launched on Aug. 7, 2023, PayPal’s native stablecoin—PayPal USD (PYUSD)—represents the next chapter in the company’s payment facilitation playbook.
Built on the Ethereum (ETH) and Solana (SOL) blockchains, PYUSD is designed to remain worth $1 and is backed by cash and short-term U.S. government debt. Eligible PayPal users can currently earn a variable 4% annual reward by holding it in their accounts.
More importantly, Visa (NYSE: V) added PYUSD to its stablecoin settlement platform, allowing participating issuers and acquirers to use the token for certain settlement transactions across Visa’s network. The integration could expand PYUSD’s role in cross-border and on-chain payments as Visa builds out its stablecoin infrastructure.
According to Visa’s 2025 annual report, the company reported 4.7 billion Visa-branded cards and total volume of $16.7 trillion last year.
Meanwhile, industry consultancy Grand View Research forecasts the global stablecoin segment of the decentralized finance market to grow to nearly $183 billion by 2033 from $3.3 billion in 2025—good for an almost comical compound annual growth rate of 69%.
As part of its expanded payment settlement rails, Visa’s decision to embrace the PYUSD stablecoin and allow partners to settle fiat currency-backed transactions directly on-chain is poised to be a massive windfall for PayPal.
At the same time, PayPal continues to expand PYUSD’s utility as a low-cost, near-instant payment and transfer mechanism within its digital wallet ecosystem on Venmo and PayPal.
Together with the $60.50 offering, this suggests that shares of the San Jose, California-based firm could be dramatically undervalued at current prices.
Is PayPal Underpriced?
For now, Wall Street has yet to price in the stablecoin story.
Based on the 46 analysts who cover the stock, PayPal carries a consensus Hold rating, and the average 12-month price target implies nearly 2% downside from current prices.
While that may discount the underlying price drivers PayPal is positioned to benefit from, it also overlooks the company’s solid fundamentals and sound management.
In Q1, revenue growth stood at 7.21%—a dramatic year-over-year increase from 1.2% in Q1 2025.
Similarly, after four consecutive quarters of free cash flow (FCF) contraction, PayPal posted back-to-back quarters of FCF growth in Q4 2025 and Q1, at nearly 354% and 155%, respectively.
Earnings per share (EPS) offers another clue. Despite the stock’s struggles, PayPal has beaten earnings estimates in nine of the last 11 quarters, including seven of the last eight. In Q1, the company reported EPS of $1.34, topping the consensus estimate of $1.27. With a trailing price-to-earnings ratio of 10.66, PayPal’s earnings are expected to grow 8.27% over the next year.
In the company’s Q1 earnings call, PayPal’s new CEO, Enrique Lores, who officially took on the role on March 1, reaffirmed the company’s focus on three lines of business: Checkout/PayPal, Consumer Financial Services/Venmo, and Payment Services/Crypto—the latter of which underscores the significance of PYUSD.
Management also expects at least $1.5 billion in gross run-rate savings over the next two to three years as the broad adoption of AI and automation drives down operating costs. Ultimately, these factors should continue to fuel a long-awaited rebound for the company, which next reports earnings on July 28.
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