Hi, Whitney Tilson here, senior editor at Stansberry Research.

And today I want to share a stock ticker symbol with you, totally free of charge.

It's a unique company that might just be the world's safest AI stock...

And might also be one of the greatest retirement stocks in America.

Why do I say that?

Because this firm now sits at the epicenter of the AI sector... the energy sector... and the defense sector, too.

I bet you've never heard of this business – yet it's one of the most lucrative stocks in the world. In fact, it's such an incredible business, one of America's most famous investors put roughly HALF his entire fund into this one business!

I've produced a short presentation that reveals everything you need to know, including the name of this business and the stock ticker symbol.

You can access this information today totally free of charge – no credit card, email address, or any other type of payment required.

I strongly recommend you buy this stock today.

Click here to get the name and ticker symbol, free of charge.

Regards,

Whitney Tilson
Senior Editor, Stansberry Research

P.S. What's wild about this stock is that in recent years, it's returned more than Apple, Amazon, and the S&P 500 combined! And incredibly, I think the best years for this business are still ahead. Click here to get the name and stock symbol free of charge, so you can buy it today.

THE MARKET WATCH

📇 Bill Ackman Just Overhauled His Whole Portfolio & Netflix Is Back

Bill Ackman runs Pershing Square ( $PS ( ▼ 2.09% ) ) one of the most closely watched investment firms on Wall Street. He built his reputation making big, concentrated bets and then loudly defending them in public, sometimes for years. He also has more than 2.7 million followers on social media, so when he moves money, other investors tend to notice and often follow.

Ackman is not sitting still right now. His firm just disclosed six new stock positions at once, which he called his biggest portfolio shakeup in years. The headline move is Netflix ( $NFLX ( ▼ 3.3% ) ), a stock he dumped in 2022 after losing more than $400 million on it.

He is not stopping there. Pershing Square also built brand new stakes in $V Visa and $MA Mastercard, along with S&P Global, Intercontinental Exchange and eye care company Alcon.

Here's why this matters beyond one investor's picks. A six-stock reshuffle like this tends to pull real money into the names he picked, since so many people copy his trades. But there is another reason these new bets matter. His investment funds have made less money than the S&P 500 so far this year. That puts more pressure on these new investments to perform well and help improve his overall results.

🐂 The Bull Case:

• A Billionaire Just Bought In: Bill Ackman's Pershing Square bought 3.15 million Netflix shares and said the company has “effectively won the streaming wars.”

• The Ad Business Is Growing: Netflix expects ad revenue to roughly double to $3 billion this year, while its advertiser base has grown more than 70%.

• Margins Are Strong: Netflix posted a 33.4% operating margin last quarter and continues buying back its own shares.

• Bonus Report: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (from Altimetry)

🐻 The Bear Case:

• The Growth Math Gets Harder: Netflix is huge now, making double-digit growth harder to maintain. Even a good quarter could disappoint if Wall Street expects too much.

• Content Costs Keep Rising: Netflix has to spend billions on movies, shows and sports to keep viewers around. If those costs rise faster than revenue, profits could take a hit.

• The Warner Deal Stings: Netflix walked away from its $82.7 billion Warner Bros. deal after Paramount offered more. That leaves a big question: what will Netflix do next to create its next major growth opportunity?

The Munch Take: Ackman is making a big change at a time when his funds have been having a tough year. Bringing Netflix back into the portfolio after losing more than $400 million shows just how strongly he believes the company has changed. The bigger question is whether these six new bets can help turn things around. Ackman has made his move - now the market gets to decide if he got it right.

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BREAKING NEWS

🌙 Wall Street Is Actually Building A Market That Never Sleeps

That tweet isn't hype. The SEC has already been approving pieces of this all year. In April, regulators signed off on a rule letting the NYSE list and trade tokenized stocks, meaning shares turned into digital tokens that live on a blockchain instead of a regular ledger. Nasdaq got its own version approved too.

Here's the plain-English version. A tokenized stock is still real ownership in a real company. It just gets recorded on blockchain instead of paper records, which lets it trade and settle much faster than the usual one-business-day wait.

• 🏦 The big exchanges are already moving. Both NYSE and Nasdaq have SEC approval to offer tokenized trading, not just plans on a slide deck. This is becoming real.

• ⚡ Speed is the big pitch. Tokenization could enable near-instant settlement, 24/7 trading and fractional ownership instead of relying on the traditional market infrastructure.

• 💳 Crypto platforms want in too. Coinbase has its own tokenized stock platform coming, letting people trade shares the same way they trade crypto, any hour of the day.

• 👀 Special Report from Vincere Trading: Institutions run 75% of their capital on algorithms. Hedge funds, 70%. You? Under 5%. Not because it was hidden — because there was never money in offering it to you. Until now.

The Munch Take: A stock market that never closes sounds like the kind of thing that would make traders very happy and their sleep schedules very unhappy. My wife already thinks I spend too much time checking markets during normal hours, so I'm not sure she'd love the idea of me being able to trade at 3 a.m. The technology is moving fast and 24/7 trading could make markets more accessible and efficient. Whether people actually want to trade stocks around the clock is a question we'll get to find out.

🍪 Munchy Memes

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