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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...
A better retirement stock than Berkshire?
For years, I've called Berkshire Hathaway my No. 1 retirement stock in America.
I've attended 27 of Buffett's last 28 annual shareholder meetings in Omaha.
I've urged my readers to put a significant chunk of their retirement savings into Berkshire.
And it's worked out extraordinarily well.
But today I want to tell you about a company I believe might be even MORE powerful.
It doesn't manufacture a single chip, write a single line of code, or produce a single drop of energy or gas.
Instead, it controls assets so rare and irreplaceable that the entire AI boom grinds to a halt without them.
Every AI giant. Every energy company. Every pipeline operator that needs access... has to pay.
I call it the world's most profitable tollbooth – one that collects on the largest flood of spending in American history, whether markets rise or fall.
And unlike Berkshire – which hasn't paid a dividend since 1967 – this company sends enormous piles of cash directly to shareholders.
Not one check... But TWO.
Including a special payout that can run 5 to 10 TIMES bigger than the regular quarterly dividend.
>>> Learn how to collect both checks <<<
Over the past decade, it's outperformed Apple, Amazon, AND the S&P 500 – combined.
Right now, it's trading at a rare discount. Past windows like this one have turned a $10,000 stake into $55,000 – in just over 12 months.
The next dividend hits in weeks.
I'm giving away the name, ticker, and full story – completely free.
>>> Watch: Why This "Tollbooth" Stock May Be America's New Greatest Retirement Stock <<<
I flew to West Texas to see what this tollbooth actually controls...
Sitting above it in a helicopter, looking down at 9,000 construction workers crawling across a single stretch of desert...
I understood immediately why the smartest money in the world is rushing in.
Regards,
Whitney Tilson
Senior Analyst, Stansberry Research
P.S. The discount window is already narrow.
But Mid July is what makes it urgent.
On January 14th, Trump signed "Project Vault."
His team got 180 days to go make deals to lock down America's supply of the critical minerals buried inside what this tollbooth controls.
Mid July is when they report back.
If the deals got done — great.
If they didn't — Trump has already put certain options on the table.
Price floors. Tariffs. Hard government protection for these exact minerals.
Either way... the tollbooth 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.
The next dividend hits in weeks, too.
>>> Watch the free presentation before the deadline hits. <<<
CleanSpark Inks a $6.6B AI Lease to Become a Digital Landlord
Submitted by Jeffrey Neal Johnson. Posted: 7/15/2026.
Key Points
- CleanSpark signed a $6.6 billion, 20-year triple-net lease in Sandersville, Georgia, providing 175 megawatts to an undisclosed technology tenant for AI data center use.
- The deal, plus an exclusivity agreement covering an 885-megawatt Texas portfolio, could generate over $1 billion in predictable annual revenue and shift CleanSpark's valuation away from crypto mining cycles.
- CleanSpark faces roughly $1.75 billion to $2.1 billion in Sandersville construction costs and plans to use its 13,941 Bitcoin treasury as collateral to avoid shareholder dilution.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The digital gold rush is rapidly giving way to the artificial intelligence land grab. For years, Bitcoin miners amassed vast power portfolios to run energy-intensive operations. Today, that same electrical capacity sits at the exact bottleneck starving the world's largest technology firms. Power is the new premium real estate, and the organizations controlling grid connections hold the ultimate leverage.
CleanSpark (NASDAQ: CLSK) has just weaponized that leverage, securing a $6.6 billion, 20-year AI data center lease that decouples its valuation from cryptocurrency volatility. By locking in $330 million in expected annual net operating income, CleanSpark is forcing Wall Street to aggressively reprice its stock. Once a cyclical miner, the company is rapidly transforming into a premier digital infrastructure landlord.
Cashing in on the High-Performance Compute Boom
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Click here to get all three AI stock names from Alexander GreenWhen evaluating infrastructure companies, predictability is everything. CleanSpark recently executed a 20-year triple-net lease at its Sandersville, Georgia, campus. The agreement designates 175 megawatts of critical IT load for high-performance computing and AI workloads.
For investors unfamiliar with commercial real estate terminology, a triple-net lease requires the tenant to pay property expenses, including real estate taxes, building insurance, and maintenance. The triple-net structure shields CleanSpark from operational cost creep. Management projects a near-100% net operating income contribution margin from this arrangement, generating an average of $330 million in annual cash flow once deliveries begin in late 2027.
The identity of the tenant remains officially undisclosed, but CleanSpark notes that the partner is a high-investment-grade global technology entity.
Recent market whispers suggest Meta Platforms (NASDAQ: META) was in advanced discussions for capacity in Sandersville, adding serious weight to the lease's underlying credit quality.
This catalyst caused a sharp divergence in the sector. While CleanSpark shares rose nearly 9% on July 14, direct competitors lacking similar infrastructure pivots, such as Marathon Digital Holdings (NASDAQ: MARA) and Riot Platforms (NASDAQ: RIOT), saw muted trading. The market is clearly beginning to value gigawatt-scale power capacity as prime AI real estate.
The Texas Land Grab: An 885 MW Exclusivity Agreement
The Sandersville facility represents only the pilot phase of a much broader strategic overhaul. Embedded within the $6.6 billion agreement is a letter of intent granting the tenant exclusivity over CleanSpark's entire Texas portfolio. That pipeline includes 718 acres of land with up to 885 megawatts of secured and planned power capacity spread across the Sealy and Brazoria campuses.
The financial implications of a full buildout are substantial. If 175 megawatts in Georgia translates to $330 million in annual net operating income, successfully contracting the 885-megawatt Texas pipeline under a similar pricing framework could generate well over $1 billion in highly predictable recurring revenue.
By locking up its Texas land under an exclusivity agreement, CleanSpark establishes a clear, multi-year runway to operate at institutional scale.
Funding the Build: Bridging the Capital Expenditure Gap
Transforming raw land and energy into production-grade AI infrastructure requires significant upfront capital. This is where investors should look past the flashy revenue numbers and assess the balance sheet. Management estimates landlord project costs will range from $10 million to $12 million per megawatt of critical IT load. For the 175-megawatt Sandersville buildout, CleanSpark faces capital expenditures of roughly $1.75 billion to $2.1 billion before recognizing revenue in 2027. With trailing net margins at -67%, the immediate question is how CleanSpark will fund this transition without destroying shareholder value through equity dilution.
The answer lies in CleanSpark's treasury. The company holds a reserve of 13,941 Bitcoin (BTC), valued at approximately $878 million at current market prices. Rather than liquidating these holdings or issuing millions of new shares, CleanSpark can leverage this treasury as collateral.
Financial institutions are increasingly willing to offer debt financing against digital assets. Securing project-level debt would allow CleanSpark to bridge the development gap, sharply weakening the bearish thesis that heavy dilution is the only path forward.
Breaking the Cycle: The Shift Forcing Shorts Out
Whenever a business undergoes a structural transformation, technical friction often follows. CleanSpark currently carries a high short interest, with roughly 33% of the free float sold short. Institutional bears built these positions around the traditional crypto mining narrative, which includes unpredictable revenue, margin compression during Bitcoin drawdowns, and the constant threat of dilution to fund operations.
The Sandersville lease directly attacks the foundation of that short thesis. When a business secures $6.6 billion in contracted revenue from an investment-grade tenant, the valuation model shifts. Analysts no longer apply cyclical crypto multiples; instead, they apply premium digital real estate valuation frameworks.
While some analysts look for chart breakouts to trigger a short squeeze, others understand that a sudden change in the underlying business model can also fuel violent upside moves. With a heavily skewed bullish options chain and more than 78 million shares sold short, the risk of forced covering is elevated. Short sellers are stepping in front of a business that has just secured decades of guaranteed cash flow.
Closing Costs: Assessing the Digital Real Estate Horizon
The transition from mining to hosting is not without risk. The regulatory filings detailing the triple-net lease outline strict, milestone-based delivery covenants. CleanSpark must execute its construction and power integration flawlessly over the next 18 months, as failure to meet these deadlines could result in significant rent abatements or termination of the lease. The multi-quarter lag before revenue recognition in 2027 means the income statement will not reflect this $6.6 billion victory for quite some time.
Despite the execution risks, securing a multi-decade commitment from a tier-one technology titan validates the broader land-and-power strategy. Investors looking to capitalize on the AI compute bottleneck might consider adding CleanSpark to their watchlist to monitor how management secures project financing and executes early construction milestones in Georgia.
Constellation Brands: Beer Growth and Buybacks Mask Stock's Slump
Submitted by Chris Markoch. Posted: 7/9/2026.
Key Points
- Constellation Brands topped revenue expectations but missed on adjusted EPS in its fiscal 2027 first-quarter report, even as the stock trades near multi-year lows.
- The beer segment, led by Modelo Especial and Corona Extra, kept growing while Wine and Spirits posted strong organic sales gains despite a large reported decline tied to a divestiture.
- New CEO Nicholas Fink outlined an occasion-based growth strategy as the company continued returning cash to shareholders through buybacks and dividends amid raised full-year guidance.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Constellation Brands (NYSE: STZ) delivered its fiscal year 2027 Q1 report on June 30 with mixed results. Revenue of $2.43 billion beat expectations of $2.39 billion. However, Constellation missed the bottom line, reporting adjusted earnings per share (EPS) of $3.43, below expectations of $3.70.
Even so, earnings were higher year over year (YOY). Management also raised its full-year reported EPS outlook to $11.50 to $12.20 and reaffirmed comparable guidance of $11.20 to $11.90. At the midpoint, reported EPS would be 23% higher YOY.
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Click here to get all three AI stock names from Alexander GreenThat hasn’t done much to satisfy investors. As of the market close on July 8, STZ continued to trade near multi-year lows around $130, keeping shares below their 200-day moving average of roughly $146, while the stock's MACD remained in negative territory.
When it comes to earnings reports, investors often pay too much attention to what the company did and not enough to its future outlook. In the case of Constellation Brands, that’s a disconnect worth examining, especially as STZ trades approximately 29% below the analysts’ consensus price target of $167.89.
Constellation's Beer Business Continues to Drive Growth
Constellation's beer segment, anchored by Modelo Especial and Corona Extra, grew net sales 2% on a 1.8% increase in shipment volumes. Operating margin held roughly flat at 39%. Depletions, a measure of what's actually moving off store shelves, dipped by a modest 0.3%. The company remained the top dollar-share gainer in the U.S. beer category during the quarter, with five of the 15 top share-gaining brands nationally.
Wine and Spirits told a more complicated story. Reported net sales fell 47%, but that decline was almost entirely due to last year's divestiture of a large portion of the mainstream wine portfolio. Excluding that impact, organic net sales actually grew 8%, with depletions up 6.6%. The Kim Crawford brand’s depletions grew by roughly 4%, while Mi CAMPO Tequila surged 62%. The segment's operating loss narrowed sharply, improving 140 basis points to a margin of negative 0.7%.
Constellation Challenges the GLP-1 Bear Case
A popular bear thesis for beer and wine stocks holds that GLP-1 weight-loss drugs are suppressing overall drinking. Constellation's numbers argue against that story, at least for now. If GLP-1 adoption were driving a broad pullback in alcohol consumption, beer volumes should be falling alongside wine and spirits. Instead, beer shipments grew, and organic sales and depletions for wine and spirits both increased.
This suggests that Constellation Brands is adjusting to changing consumer tastes. That's different from a company stuck in a doom loop of declining demand.
What shows up in the numbers is lower pressure on the income ladder. Management described a "discerning and value-conscious consumer mindset," particularly among lower-income households, as gas prices rose more than 50% nationally during the quarter.
That's the K-shaped economy playing out in real time: a bifurcated consumer base, with higher-end brands with strong equity, like Modelo and Kim Crawford, continuing to find buyers even as lower-income households pull back elsewhere.
Constellation Rewards Shareholders With Buybacks and Dividends
Constellation returned over $400 million to shareholders during the quarter. That was split between $324 million in year-to-date share repurchases and a quarterly dividend of $1.03 per share. Management is targeting a comparable net leverage ratio of approximately 3x while continuing to fund the construction of a third brewery in Veracruz, Mexico. Operating cash flow rose 4% to $662 million, and free cash flow increased 9% to $485 million.
New CEO Nicholas Fink Outlines Constellation's Growth Strategy
This was the first earnings report with Nicholas Fink as President and Chief Executive Officer (CEO). Fink used the earnings commentary to lay out an occasion-based growth strategy. The plan centers on understanding when, where, and why consumers choose specific brands, rather than treating growth purely as a distribution or pricing exercise.
Fink singled out Modelo Especial's continued distribution runway and relatively low brand awareness as a specific opportunity, alongside continued investment in fast-growing Pacifico and Mi CAMPO.
Constellation Stock Offers Value for Patient Investors
At roughly 11x earnings, Constellation trades at a discount that looks reasonable for a defensive consumer name with a dominant beer franchise and an improving wine-and-spirits business. The stock's continued technical weakness suggests the market hasn't fully priced in the operating improvement yet.
To be fair, risks remain. Wine and Spirits still operates near breakeven, tariff exposure on agricultural inputs is an ongoing concern the company flags directly in its filings, and the broader beverage alcohol category faces real questions about long-term consumption trends.
But this quarter's results suggest the pressure so far is more about consumer selectivity than a structural retreat from alcohol altogether. For patient investors, Constellation's combination of earnings growth, aggressive capital returns, and a still-skeptical stock chart is worth watching closely.
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