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Dear Reader,
For years, I've recommended to my readers to put a big chunk of their retirement money into one stock: Berkshire Hathaway.
And for anyone who followed my recommendation, they've had the chance to do very well.
But now, I may have found an even better retirement stock for the years to come—and today I'm going to show you the name and stock symbol, totally free of charge. (Click here to get the specifics.)
This is a company few have heard of, yet it's at the epicenter of America's two most important industries right now. (Yes, AI is one of them.)
In my new presentation, I explain everything you need to know about this incredible company, and I reveal the stock market ticker symbol, totally free of charge.
No credit card or email address or anything else required.
It's incredible story of a company unlike any other in America.
The returns could be massive (much bigger than Berkshire in recent years)... the dividends are massive, too... and the best part of all is that I think the next few years will be even more lucrative for this stock than the past, because the assets the company owns are critical for America's two most important industries right now.
That's why I believe this might be the greatest retirement stock in America right now.
Click here to get the name and ticker symbol of this amazing stock, totally free of charge. Again, no credit card, or email required.
Regards,
Whitney Tilson
Editor, Stansberry Research
P.S. One more thing. This stock is so powerful, one famous money manager put 60% his entire multi-billionaire fund into the exact same stock I'm going to tell you about today. It sounds crazy until you see exactly what this company owns and does. You'll find everything you need to know, including the stock name and ticker symbol, here.
Texas Roadhouse and Brinker International Have the Recipe Rivals Are Missing
By Dan Schmidt. Publication Date: 8/15/2026.
Key Points
- While chains like Sweetgreen and Papa John's struggled in 2026, Texas Roadhouse and Brinker International managed to grow both comps and margins.
- Texas Roadhouse shares rallied nearly 30% year-to-date and reached a new all-time high after management cut its fiscal 2026 beef inflation forecast to 5%.
- Brinker International stock surged 80% over three months as Chili's same-store sales growth of 5.6% drove an upbeat fiscal 2027 outlook despite Maggiano's weakness.
- Special Report: SpaceX is offering you shares. Don't take them.
The restaurant sector has been a mixed bag so far in 2026. Commodity prices, particularly for beef and oil, have been a major pressure point, and several fast-casual chains, including Sweetgreen Inc. (NYSE: SG) and Papa John’s International Inc. (NASDAQ: PZZA), recently reported disastrous earnings. But the industry also has its share of winners, and the following two companies are pulling off an impressive double feat: growing comps and margins. With commodity pressures (hopefully) in the rearview mirror and consumer sentiment bouncing off historic lows, these two restaurant stocks look like good candidates for a strong second-half finish.
Texas Roadhouse: Margins Expected to Improve as Commodity Pressures Fade
Texas Roadhouse Inc. (NASDAQ: TXRH) was hit hard by soaring beef prices, and its stock went nearly two years without reaching a new all-time high. The company sells its steaks at thinner margins than most casual chains and makes up the difference by upselling add-ons, sides and drinks. This strategy gave the company little room to absorb soaring beef costs, which peaked in Q4 2025, when the company reported 9.5% commodity inflation in its quarterly earnings. At the time, management projected commodity inflation of 7% for fiscal 2026, which was expected to pressure margins through the rest of the year.
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Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.
Watch Marc Chaikin's free presentation and get his full buy-and-sell list todayBut when the company released its fiscal Q2 2026 results on Aug. 6, some of those fears were put to rest. The commodity inflation outlook was lowered to 5% for fiscal 2026, with a projected decline to 2%-3% by Q3. Beef relief is the primary reason investors remain committed to the company despite negative year-over-year (YOY) earnings growth. Margin rates have yet to reflect these falling costs, but Q2 sales growth outpaced commodity inflation, helping explain why profitability still eroded despite 6.2% comps and 11.1% revenue growth. However, margin declines are slowing, and food and beverage costs as a percentage of sales should turn negative YOY if current pricing trends hold. The stock received several price target boosts following the earnings report, including a new Street-high target of $235 from Robert Baird and Royal Bank of Canada.
TXRH shares are now up nearly 30% year to date (YTD), with nearly half of that gain coming in the last six weeks. The stock broke above its 50- and 200-day moving averages in June as the Relative Strength Index (RSI) moved into bullish territory. A Golden Cross confirmed the breakout, and the stock made its first new all-time high since 2024 on July 29. With cost relief in sight and consumer sentiment improving, the stock may have further upside.
Brinker International: 2027 Guidance Boost Pops Stock Another 10%
Brinker International Inc. (NYSE: EAT) has been one of the industry’s surprise turnaround stories, driven mostly by growth at its flagship Chili’s restaurants. And unlike Texas Roadhouse, the company began seeing its margins expand before cost relief entered the picture. That is why its stock chart looks more like that of an AI hyperscaler than a casual sit-down dining chain. Shares are up 80% in the last three months alone and received another bump following the company’s latest results.
Brinker International reported its fiscal Q4 2026 results before the bell on Aug. 12, with fairly milquetoast headline numbers: earnings per share (EPS) of $3.07, slightly below consensus, and revenue of $1.54 billion, slightly above consensus. But the proof was in the composition, which again showed very strong underlying economics. Same-store sales at Chili’s grew 5.6%, helping offset a 2.5% comp decline at Maggiano’s. Restaurant operating margins grew 40 basis points YOY and 20 basis points sequentially, indicating that dollar economics were improving even at the height of commodity pressures. Maggiano’s remains an anchor, with foot traffic declining 5.3%, but it accounts for less than 10% of total company sales.
It was the boost to full-year fiscal 2027 guidance that sent the stock soaring after the release. Management projected annual revenue of $6.2 billion to $6.3 billion and EPS of $12.60 to $13.40. At the midpoint, these figures represent YOY growth of 6.9% and 21%, respectively. However, there is a caveat: The fiscal year includes a 53rd week, which should be removed for a complete comparison. Without the 53rd week, revenue growth estimates are 4.9%, and the EPS range is $11.90 to $12.70. That is still impressive growth, but not as shocking as the headline figures.
The EAT stock chart reflects the margin gains TXRH has yet to achieve. An 80% gain in a quarter has already priced in much of the expected cost relief, and EAT faces less pressure from beef prices anyway. The long-term uptrend remains healthy, with the stock firmly above its 50- and 200-day moving averages, which formed a bullish Golden Cross in June. But a short-term pullback would not be surprising, with the RSI above 75, indicating an overbought stock. However, if investors take profits over the next few sessions, the pullback could create a better entry point for new investors, especially since the stock still trades at a discount to TXRH at 24 times earnings.
The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell
By Jeffrey Neal Johnson. Publication Date: 8/19/2026.
Key Points
- Anthropic surpassed a $65 billion annualized revenue run rate in July and confidentially filed a draft S-1 in June, signaling a major upcoming IPO.
- Investors can gain indirect pre-IPO exposure through partners like SAP, Salesforce, and Zoom Video Communications, which hold equity stakes or deep Claude integrations.
- Hyperscale infrastructure suppliers, including Amazon, Alphabet, and Broadcom, are benefiting from massive cloud hosting and custom silicon contracts tied to Anthropic's growth.
- Special Report: SpaceX is offering you shares. Don't take them.
Anthropic recently exceeded expectations, surpassing an annualized revenue run rate of approximately $65 billion at the end of July. Enterprise AI monetization is compounding at a pace that exceeds historical software adoption curves. The developer behind the Claude foundation models confidentially filed its draft S-1 in June, setting the stage for what will likely become the largest pure-play foundation-model listing in market history.
Retail investors are typically locked out of the explosive value creation available in late-stage private markets. By the time an initial public offering prices, much of the premium is often already reflected in the opening trade. Finding passive backdoor entry points before the stock trades publicly offers a way to capture potential upside while minimizing post-listing volatility.
Sell these "safe" blue chips immediately (Ad)
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.
Watch Marc Chaikin's free presentation and get his full buy-and-sell list todayExamining the corporate venture backers, software firms, and infrastructure suppliers embedded in the Anthropic ecosystem could provide a clear roadmap for where to start buying. Tracing how that ecosystem fits together brings the smartest opportunities for early entry into focus.
Pouring the Concrete: When Run Rates Turn to Cash
Anthropic posted preliminary second-quarter booked revenue of approximately $11.5 billion, but the real story lies in its operating leverage. The company generated positive adjusted operating income and positive operating cash flow during the quarter.
This milestone challenges the bearish argument that foundation-model development is subject to endless margin compression. When computing costs begin to plateau while application programming interface licensing and enterprise deployments accelerate, profitability can scale aggressively. This exponential revenue growth validates the strategic investments made by minority stakeholders and confirms a solid duopoly between OpenAI and Anthropic at the frontier-model layer.
To fund the final sprint toward its public debut, Anthropic is currently expanding its pre-IPO revolving credit facility well beyond its initial $10 billion target. Securing commitments of approximately $1.25 billion from lead underwriters such as Morgan Stanley (NYSE: MS), Goldman Sachs (NYSE: GS), and JPMorgan Chase (NYSE: JPM) mirrors the late-stage liquidity maneuvers typical of mega-cap listings.
This capital injection provides vital operational runway. Management can confidently reserve multigigawatt data center space and advanced semiconductor capacity without triggering premature equity dilution ahead of the IPO. For analysts tracking balance-sheet dynamics, this is a clear signal of imminent execution.
Framing the Future: Software Proxies and Partnerships
The true gauge of a foundation model's staying power is how deeply it is embedded in the workflows of large companies. Deep product integration across Fortune 500 networks establishes a highly predictable, recurring revenue floor. Software giants are rapidly moving away from closed-loop proprietary models in favor of embedding Claude natively into their own enterprise applications.
SAP SE (NYSE: SAP) recently integrated Claude across its Business AI Platform and Joule assistant. That kind of reliance suggests that Anthropic has transitioned from a standalone developer tool into a core infrastructure layer for the enterprise software world. Once an enterprise resource planning system relies on a specific AI model for core automated functions, switching costs can become prohibitively high.
Similarly, Salesforce, Inc. (NYSE: CRM) has participated in every Anthropic funding round since Series C. Because each round has priced higher than the last, that repeated early exposure continues to compound, building equity upside that is not yet reflected in Salesforce's stock. Beyond the capital, Salesforce's deep Claude integrations validate the enterprise demand behind that $65 billion run rate and give retail investors a conduit to the foundation-model premium.
Early corporate backers of Anthropic stand to realize substantial balance-sheet gains once pricing is finalized. Zoom Video Communications, Inc. (NASDAQ: ZM), which holds a strategic position through Zoom Ventures, could see the book value of that position increase from just over $1 billion to approximately $6 billion under a multitrillion-dollar long-term IPO scenario. Building positions in corporations holding Anthropic venture stakes could help investors gain indirect exposure to that upside.
Wiring the House: Infrastructure and Custom Silicon
Maintaining a $65 billion revenue engine requires enormous quantities of custom chips and electrical power. Anthropic's operational strength is visible in the contracted cloud-hosting backlogs of its primary compute suppliers. The capital invested by hyperscalers in Anthropic cycles back into their core infrastructure businesses, creating an efficient dual-ecosystem monetization flywheel.
Amazon.com, Inc. (NASDAQ: AMZN) reported a 37% top-line acceleration in its cloud-computing segment, driving an approximate $169 billion run rate, largely fueled by multiyear capacity reservations on Amazon Bedrock. A substantial portion of this backlog is anchored by a $100 billion, 10-year cloud-hosting commitment from Anthropic.
Alphabet Inc. (NASDAQ: GOOGL) saw a similar 82% top-line surge in its cloud segment, reaching approximately $24.8 billion and driven heavily by hosting Anthropic workloads natively on custom tensor processing units.
Recent capacity expansions also leverage strategic partnerships with Broadcom Inc. (NASDAQ: AVGO) for custom silicon deployment alongside Alphabet. Securing these compute supply chains helps bypass third-party merchant-silicon bottlenecks and hardware premiums. These infrastructure providers serve as foundational pillars, holding mark-to-market equity stakes in Anthropic that could re-rate upon a public offering. By examining this contracted demand, investors can find fundamental evidence that clients are actively paying for specialized developer tools at scale.
Finishing Touches: Assembling Your Proxy Basket
Navigating an impending high-profile technology debut requires separating the underlying business quality from the inevitable first-day trading frenzy. Direct participation in an offering of this magnitude can expose investors to lockup expirations and extreme price volatility. Retail traders rarely receive the institutional allocations needed to profit from a gap-up opening.
Constructing a pre-IPO proxy basket comprising enterprise integrators, strategic venture participants, and hyperscale compute suppliers could be an appealing alternative to a direct investment in Anthropic. Investors gain indirect exposure to Anthropic's exponential growth trajectory while retaining the downside protection of established software cash flows and digital advertising moats.
Accumulating equity in the partners that hold the keys to Anthropic's capitalization table offers a pragmatic way to capture frontier-model upside before the broader market reprices these assets. Investors may want to add these strategic proxy equities to their watchlists as the formal review process advances and the credit syndicate expands ahead of the highly anticipated listing.
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