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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.
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
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.
We took a helicopter over the Stargate construction site together...
What I saw below us removed any doubt.
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. <<<
3 Unique AI Software Plays With Strong Analyst Support
Author: Nathan Reiff. First Published: 7/29/2026.
Key Points
- Amid an ongoing AI market correction, three smaller AI software companies, Klaviyo, Similarweb, and Braze, have recently received analyst rating upgrades or price target increases.
- Klaviyo posted 28% year-over-year revenue growth and raised guidance, though it has fallen roughly 40% year to date despite about 65% analyst-projected upside.
- Similarweb and Braze both show strong fundamentals, with Similarweb landing $47 million in new contracts and Braze reporting 30% revenue growth and expanding margins.
- Special Report: SpaceX is offering you shares. Don't take them.
The AI market correction is an early and significant test of investors' resilience in the space. While even some of the biggest tech stocks with an AI footprint have lost ground in recent weeks, smaller and less-proven names may be particularly volatile.
For aggressive AI bulls unafraid to take on heightened risk amid the turbulence, there may be opportunities to buy the dip and eventually reap significant rewards.
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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 todayLesser-known AI software companies may be a good place to begin the search for potential candidates, although it helps to have some reassurance that these firms have strong fundamentals. Each of the companies below has received a recent ratings upgrade or price target boost from one or more Wall Street analysts.
Despite a Crowded Field of Competitors, Klaviyo Finds a CRM Niche
Klaviyo Inc. (NYSE: KVYO) operates a customer data platform and provides marketing automation software for e-commerce businesses. The company's tools help clients personalize communications and customer support using AI. This makes Klaviyo a competitor to larger rivals like Salesforce (NYSE: CRM), although Klaviyo caters more to smaller companies than to those seeking enterprise customer relationship management (CRM) solutions.
In the last several weeks, KVYO shares have received a new Buy rating from Goldman Sachs analysts and a $3 price target boost from Citigroup. The stock has a Moderate Buy rating overall, with 18 Buy ratings compared with just three other ratings. Wall Street sees potential upside of about 65% for KVYO, a significant turnaround after the stock shed roughly 40% year to date (YTD).
Klaviyo's fundamentals may support this growth, as seen in its Q1 2026 earnings report. Revenue climbed an impressive 28% year over year (YOY), while the firm achieved its highest-ever non-GAAP operating margin. Management also raised its full-year guidance for revenue and operating income, citing the strength of the company's AI-driven products, such as Composer and Customer Agent.
A catalyst from an upcoming earnings report could help reverse the recent decline, but Klaviyo must contend with the question of carrier fees. The company has absorbed these costs so far, but they could pose a greater threat as its business grows.
A High-Risk, High-Reward Proposition in Similarweb
The smallest of these three companies and, in some respects, the riskiest for investors at this stage, Similarweb Ltd. (NYSE: SMWB) uses AI to collect and analyze data from internet traffic, app usage and more to provide customer analytics tools for businesses. Its proprietary dataset is a strong asset, as is its ability to serve clients across enterprise businesses, investor groups, government agencies and more.
A major price target boost from Citigroup analysts in July may have increased visibility for SMWB among investors, but the stock remains a consensus Hold overall. Interestingly, it has largely bucked the AI industry dip and is down only about 5% YTD, while still retaining 17% upside potential.
In June, Similarweb announced two multi-year enterprise contracts representing a combined $47 million in total contract value to be recognized over the coming three years. This is a major development for the company and a signal that it is gaining recognition for its ability to train large language models (LLMs). If it can maintain this trajectory, the company may be able to accelerate revenue growth beyond the 10% YOY improvement reported in its last quarter.
Braze Builds Stability Amid Growing Revenue, Margins, and Free Cash Flow
Braze Inc. (NASDAQ: BRZE) is also in the business of automating marketing, like Klaviyo. While the companies take different approaches, Braze also faces threats from established competitors like Salesforce. One thing that distinguishes Braze from Klaviyo is its focus on enterprise customers, which gives it a large addressable market. The company has also retained customers effectively.
Braze appears to have the strongest ratings profile of the three companies, with 19 Buys and just a single Sell. JPMorgan Chase analysts boosted their price target earlier in July, bringing the potential upside based on a consensus price target of $34.76 to about 40%.
With $211 million in revenue last quarter, a 30% YOY improvement, Braze also has a solid sales foundation. Margins are performing well, with management expecting a 400-basis-point expansion in operating margin for the full year. Free cash flow is also emerging, with Braze reporting $27 million in free cash flow in its latest earnings report. This performance is supported by strong customer momentum, net additions and the firm's standout AI products. While competition remains fierce, Braze is establishing itself as a solid option among smaller AI software providers.
Circle’s IBM Patent Deal Could Redraw the Stablecoin Infrastructure Race
Author: Jeffrey Neal Johnson. First Published: 7/30/2026.
Key Points
- Circle acquired a large IBM blockchain patent portfolio that strengthens its intellectual property position around USDC, Arc and the Circle Payments Network.
- The deal comes as stablecoin regulation and institutional adoption push digital assets toward more legally defensible infrastructure.
- Circle’s long-term moat may be stronger after the acquisition, but valuation pressure, insider selling and competition remain important risks.
- Special Report: SpaceX is offering you shares. Don't take them.
Digital assets spent a decade championing open-source code and decentralized ideals. Developers originally built protocols to bypass traditional structures, relying on community consensus rather than legal ownership.
That ideological foundation worked well for early adopters, but integrating with the global legacy financial system requires a drastically different approach. Wall Street institutions will not deploy billions of dollars into unpatented, legally ambiguous software environments. Traditional capital demands structural integrity, regulatory clarity and a legally defensible perimeter.
Laying the Foundation With Legacy Tech Patents
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 todayCircle Internet Group (NYSE: CRCL) just drew a hard line in the sand, signaling the beginning of aggressive corporate intellectual property competition. By acquiring a large blockchain patent portfolio from International Business Machines (NYSE: IBM), Circle is fundamentally changing its competitive positioning. The transaction includes more than 680 patent families and nearly 1,000 globally issued patents, covering foundational blockchain architecture, institutional banking infrastructure and secure cloud operations.
This is not a routine technology upgrade. The asset transfer instantly establishes Circle as the top blockchain patent holder in the United States. While retail traders often focus on volatile token prices and offshore liquidity, structural shifts in enterprise architecture offer a clearer view of where digital finance is heading.
Fortifying USDC Against Unpatented Competitors
To understand the significance of this acquisition, investors need to examine the divergence in market share between Circle's USDC and Tether's USDT. Tether currently commands the bulk of offshore retail trading volume. Retail volume is very different from institutional capital. Major banks, asset managers and sovereign wealth funds operate under strict risk management and compliance mandates.
By absorbing foundational enterprise intellectual property, Circle is shifting its competitive advantage from raw stablecoin liquidity to hard technology ownership. Proprietary, patented infrastructure provides a critical compliance layer that open-source protocols cannot guarantee.
When a legacy bank integrates a stablecoin payment rail, it needs legal certainty that the underlying architecture is protected and defensible against patent challenges or regulatory crackdowns. Under strict global banking frameworks, deploying capital into legally ambiguous open-source software increases operational risk, potentially requiring banks to hold more capital in reserve against those assets. Proprietary patents can help address this risk-weighting problem.
This transition aligns with the advancement of global stablecoin legislation. Frameworks such as the Markets in Crypto-Assets regulation in Europe and impending stablecoin bills in the United States demand rigorous operational security. The newly acquired patents strengthen the intellectual property framework supporting USDC, the Circle Payments Network and the Arc layer-1 blockchain. Legally sound infrastructure directly addresses strict institutional risk management standards, positioning USDC as a potential baseline settlement layer for regulated enterprise capital.
Financing the Great Intellectual Property Land Grab
Executing a corporate buyout of this scale requires substantial capital, underscoring Circle's unique macroeconomic funding mechanism. High short-term Treasury yields currently provide robust reserve income, allowing the company to allocate capital toward proprietary intellectual property.
Trailing-12-month revenue shows strong top-line generation of about $2.86 billion, representing approximate year-over-year growth of 51.5%. This revenue is largely driven by reserve income generated on the U.S. government securities backing USDC in circulation. Unlike the high-risk crypto lending yields that led to sector-wide failures in previous market cycles, Circle uses government yields to fund its corporate expansion.
By channeling this yield into hard IP assets, management effectively shifts future operating expenses. Instead of relying on continuous, expensive in-house research and development or paying third-party licensing fees, Circle can now amortize these IP assets over time. This strategic capital allocation could improve long-term operating margins and build a balance sheet that resembles that of a mature financial technology firm rather than a speculative crypto startup.
The counterparty rationale also highlights a deep strategic alignment. IBM's offloading of its non-core blockchain assets aligns with its aggressive reallocation of capital expenditures toward enterprise artificial intelligence (AI) and quantum computing. IBM shares recently stabilized near $227 following volatility after a sharp single-session drawdown on July 14, 2026, triggered by a preliminary Q2 revenue report showing $17.2 billion in revenue. Despite near-term concerns surrounding AI capital expenditures, IBM maintains trailing-12-month net income of about $10.73 billion.
Selling this portfolio allows IBM to clean up its balance sheet and maintain its attractive 19.2x price-to-earnings (P/E) multiple while securing an approximate 2.98% dividend yield for value-focused portfolios. The agreement outlines future commercial collaborations, allowing IBM to leverage scalable payment rails without the burden of maintaining the underlying patents.
Short-Term Structural Headwinds Meet Long-Term Moats
While the long-term enterprise value being created is substantial, Circle's current equity pricing presents a complex narrative. Trading near $63, Circle has experienced significant multiple compression, declining from a 52-week high of around $193. Its market capitalization currently ranges from $15.5 billion to $16.3 billion.
This downward pressure correlates directly with the normalization of post-IPO pricing and sustained insider equity distribution. In recent months, Circle insiders have sold more than $150 million in stock, with several reported transactions made under prearranged Rule 10b5-1 trading plans.
Despite top-line momentum, net income remains marginally negative at around -$69.51 million, pushing the forward P/E ratio to approximately 73x. The 30-day technical trend displays a pattern of lower highs as the broader market continues to reprice early growth expectations. The market is transitioning Circle from a high-growth crypto software valuation, typically based on price-to-sales ratios, toward a mature financial services valuation model based on earnings multiples.
Yet, institutional options market flows highlight speculative positioning for a potential reversal. Call option volume recently spiked about 30% above the daily average, with institutional buyers accumulating more than 152,000 contracts in a single session. Equity analysts have lowered price targets to reflect ongoing multiple compression, but median consensus targets remain well above spot prices. This implies that structural upside remains intact despite near-term technical selling pressure.
Own the Patents, Dictate the Next Financial Era
The transition from speculative digital asset valuations to standard financial infrastructure multiples is suppressing share prices in the near term. Short-term equity repricing can obscure the foundational business development taking place beneath the surface.
Acquiring 1,000 enterprise-grade patents establishes a legally defensible moat that competitors will struggle to cross. Traditional financial institutions require secure, defensible software environments before committing major capital to on-chain ecosystems, making this intellectual property a primary requirement for legacy market penetration.
Capital deployment in this sector requires investors to navigate executive distribution flows and broader multiple compression. Investors looking beyond the immediate technical weakness might consider the long-term fundamental expansion driven by aggressive IP acquisition. As digital assets fully integrate into the global economy, the companies that own the foundational patents will likely help dictate the terms of the next financial era.
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