Wall Street Legend Put 60% In One Stock — Here’s The Ticker

Dear Reader, 

By any conventional wisdom, putting 60% or your money into a single stock sounds crazy. 

But that's what one of the most famous investors in America did with the stock I'm going to tell you about today. 

And yes, I'm going to give you the name and stock ticker symbol for this company, totally free of charge. No credit card or e-mail address required. 

Why am I doing this? 

Because while I'm not recommending you put half your money in this stock, I do believe this is one of THE best retirement stocks in America today. 

In short, it's a business few have heard of, but EVERYONE should own. 

It's an incredible business... a company unlike any other in America.

The returns for this business are massive (more than Apple, Amazon, and the S&P 500 combined in recent years )... the dividends could be massive too... and the best part of all is that the next few years could be even more lucrative than the recent past.

And that's because the assets this company owns are critical for America's two most important industries right now (yes, AI is one of them).

That's why, besides Berkshire Hathaway, I believe this might be the "Greatest Retirement Stock in America" today.

To learn more, click here to get my full write-up and the name and ticker symbol of this amazing stock, totally free of charge. Again, no credit card or e-mail required.

Regards,

Whitney Tilson
Senior Analyst, Stansberry Research

P.S. On this page I'll also give you all the details on the famous investor who put 60% of his fund into this stock. He's made an absolute fortune on this business over the years, and I think you could do the same in the years to come. Click here to get all the specifics.

☕️ GM Munchers! It's Friday in July, which means half of Wall Street is at a lake house pretending to check emails while the other half is at their desk pretending to work.

On today’s menu:

• 📉 3 Reasons The Market Tanked Yesterday

• 🔍 Google Crashed Over 7%

• 🚗 Tesla Just Had Its Worst Day In Over A Year

• 😏 Politicians Just Bought This Stock

Yesterday’s numbers:

BREAKING NEWS

📉 Three Headlines Knocked The Market Down Yesterday

The market had a serious case of mid-Summer heatstroke yesterday because everywhere you looked, it was red. Similar to when I forget sunscreen before a round of golf, things quickly got ugly.

For the first time since March, Brent climbed to over $100 a barrel, up 7% yesterday alone and now up more than 42% in just the last 20 days. But if that isn’t volatile enough, it was just the start of the drama. It wasn't one story yesterday that did the damage but three, and each one made the next one worse.

1. 🚢 The tankers got hit. Houthi forces struck two Saudi oil tankers with missiles and drones after declaring a blockade on Saudi shipping.

2. 🇺🇸 Trump escalated fast. He warned the US would hold Iran responsible for any attack on ships, then told Axios he's considering a massive attack, bigger than ever before.

3. 📈 Rate expectations flipped. With inflation already running at 3.7% against a 2% target, expensive oil pushed prediction markets to now price in two rate hikes in 2026.

Here's the chain reaction that matters. Tankers get hit, oil spikes, inflation expectations climb, and suddenly the Fed is talking about raising rates instead of cutting them. Treasury yields also rose right alongside the price of oil, which is the bond market saying the same thing just in a different language.

The Fed meets July 28 and 29 under new Chair Kevin Warsh. Traders put roughly a one in three chance on a hike happening at that meeting but it’s unlikely. What the market is more concerned about is what will happen later this year.

The Munch Take: Markets spent the spring getting comfortable with two ideas. The Middle East story was winding down, and rates were headed lower but both just got tested in a single session. Nobody knows whether Trump follows through, and that uncertainty is exactly what oil traders are pricing. Asides from the headlines, next week's Fed meeting is what matters most. And if you’ve got cash? It might be time to start hunting for a bargain.

🚗 Tesla Just Got Smoked After Earnings

Tesla is having one of those days that makes your coffee taste like regret. The stock got hit after weaker-than-expected earnings, dropping over 15% yesterday and wiping out $140 billion. It’s now down 27% this year.

And to make it even worse? It’s now trading at the same price it was on October 19, 2021.

Here's the strange part. The business had a record quarter. Revenue hit $28.24 billion, up 26%, and Tesla delivered a record 480,126 vehicles. Both beat expectations.

The problem was everything below the top line. Operating income fell 57% to $398 million. Operating margin dropped to 1.4% from 4.1% a year ago. Earnings came in at $0.33 per share against the $0.53 Wall Street wanted. And free cash flow went negative at $1.09 billion, Tesla's first cash burn in two years.

The cause is spending. Capital expenditures more than doubled to $5.8 billion, and management confirmed the full year budget will stay above $25 billion and climb from there. Tesla is pouring money into robotaxis, Optimus robots, and AI chips.

🐂 The Bull Case:

• 🚗 Record deliveries and record revenue mean the car business is still growing fast.

• 🤖 Full Self Driving subscriptions hit 1.48 million, up 56%, and Robotaxi now runs in seven metro areas.

• 💵 The cash burn was much smaller than the $3.64 billion Wall Street had feared.

• Free Report: Your $29.97 book is free today (from ProfitsRun)

🐻 The Bear Case:

• 📉 A 1.4% operating margin means Tesla barely makes money selling cars right now.

• 💸 Capex above $25 billion this year, rising for two to three more years, with no revenue attached yet.

• ⏰ The robotaxi and robot promises have slipped before, and investors have stopped granting the benefit of the doubt.

The Munch Take: Tesla is asking investors to stop valuing it as a car company and start valuing it as an AI company. The trouble is the car business is what pays the bills, and its margin just fell to almost nothing. Analysts trimmed their targets without changing their ratings, which is Wall Street's polite way of saying show us the money. Everything now depends on whether the robots arrive before the patience runs out.

"The biggest wealth-creation event of my 40-year career is unfolding right now" (Ad)

Legendary investment strategist of America's oldest and largest private investment research club who bought Apple before the iPhone... Netflix before streaming... And Amazon before prime (all under $2 a share split-adjusted)... Now issues urgent warning for all U.S. investors...

GET THE FULL DETAILS HERE

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🔍 $GOOGL Alphabet cratered 7.13%, wiping out almost everything it had gained all year. Owning $94 billion of a rocket company you can't sell turns out to be less exciting than it sounds.

🛡️ $LMT Lockheed Martin ripped 10.37% after beating earnings, raising its full year outlook, and growing its backlog to a record $230 billion. When the Middle East headlines get loud, the defense stocks stop being boring.

💪 $HIMS Hims & Hers Health added 3.35% after an FDA advisory panel backed broader pharmacy compounding of a peptide called BPC-157. Big day for gym bros everywhere.

✈️ $AAL American Airlines fell 8.35% after cutting its full year earnings outlook on higher fuel costs. Oil closed above $100 yesterday. Airlines burn oil for a living. The math writes itself.

🛒 $ACI Albertsons got destroyed, down 21.64%, after warning that cautious shoppers are dragging on sales and near term earnings. When the grocery store tells you people are being careful with money, that's worth more than most economic reports.

🍫 $NSRGY Nestlé shed 7.27% as higher restructuring costs weighed on first half profit. I eat enough chocolate to keep this company afloat single-handedly, so I'm relieved they're blaming restructuring.

TRADING SUCCESS

🤑 Friday Motivation

🚀 Pre-Market Fuel

1. 🤑 Free Report: 3 Stocks for Elon’s Next Chapter (via StocksToTrade)

2. 😏 Politicians just bought this stock.

3. 🥇 Gold has overtaken U.S. Treasuries.

4. 🇩🇪 Germany’s bond market is falling apart.

5. 🤑 Intel surged over 11% after-hours.

🍪 Munchy Memes

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