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.

BREAKING NEWS

🛢️ Peace Talks Are Falling Apart & Oil Went Bananas

If you noticed your local gas station is getting expensive again, you’re not alone.

The Middle East just got even more dangerous after any hopes that tensions were cooling have taken another hit. The U.S. just struck Iran for the 11th consecutive night, raising fears that the conflict is moving further away from a quick resolution.

Secretary of State Marco Rubio went on TV and said the quiet part out loud: "The problem we're having right now is that they're not serious about talks." Trump piled on, saying Iran desperately wants to meet but America has no interest. Washington still says it is committed to diplomacy, but nobody in the oil market is buying it.

The market reaction was instant and ugly. Oil jumped about 4%, with Brent crude blasting above $95 a barrel. Gold, the classic panic button, climbed past $4,130.

Here's why oil moved so hard:

• 🚢 The Strait of Hormuz is still the whole ballgame. That skinny stretch of water carries a huge slice of the world's oil, and it is the exact thing the two sides cannot agree on.

• ⛽ Higher oil means higher gas prices. Every dollar oil climbs eventually shows up at your pump and in the price of, well, everything.

• 📈 It also means inflation could flare up again. That lovely cool inflation report we all cheered? It was measured back when oil was falling. Next month's may not be so pretty.

• Special Report: 3 AI stocks to buy before August 2026 (via Oxford Club)

And here's the part that should make everyone nervous: America's emergency oil piggy bank is looking a lot lighter than it used to. The country's strategic oil reserve has shrunk by about 99 million barrels since February and is now sitting at its lowest level since 1983. Gasoline and diesel supplies are also running below normal, leaving far less room for error if this conflict spirals further.

The Munch Take: Markets can ignore geopolitical headlines for a while and they have, but they can't ignore oil. If oil keeps climbing, it could throw a wrench into the recent progress on inflation and make life much harder for central banks hoping to cut interest rates. Sometimes the biggest market moves start at the gas pump.

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STOCK OF THE DAY

🖥️ Super Micro Computer Stock Rockets On AI Demand

The company name certainly doesn’t roll off the tongue but you know what does? “The stock just climbed 20% in a single day.”

Super Micro Computer ( $SMCI ( ▲ 19.84% )  ) builds the servers that power AI data centers and Tuesday night, they announced more than $60 billion in new orders in a single quarter. Investors couldn't get enough. After closing up 7% during the day, the stock surged another 20% in after-hours trading, pushing shares above $30.

Here's the part that really got investors talking. Supermicro didn't just book a mountain of AI orders - it also expects to make much more profit on each one. The company raised its profit margin forecast from about 8% to 15%–17%, a sign that strong demand for AI infrastructure is translating into a more profitable business.

So, should you buy the stock?

🐂 The Bull Case:

• 💰 The order book is enormous. A $60 billion backlog is more than three times what the whole company is worth today, which is a strange thing to see on a stock chart.

• 🏗️ AI demand is still red-hot. Supermicro builds the servers, racks, and liquid-cooling systems that power AI data centers, so every new AI buildout is another opportunity to win customers.

• 📈 Margins nearly doubled. Jumping from about 8% to 17% means the company could make roughly twice as much money on every server it sells, without shipping a single extra one.

• Free Report: Buy this “Anti-OpenAI” stock (from Chaikin Analytics)

🐻 The Bear Case:

• ⚠️ The orders may not be real yet. Supermicro's own filing says parts of its backlog may not be firm commitments and could still be delayed or cancelled.

• 📉 Growth was softer than the headline. Revenue came in near the low end of the company's forecast, so growth isn't as strong as the headline suggests.

• 🕰️ These numbers are not final. Management put these out early, and the audited report does not arrive until August 11, so details can still shift.

The Munch Take: Investors are celebrating the $60 billion in orders, but the bigger story may be the margin jump. If Supermicro can really turn every dollar of sales into roughly twice as much profit, this could be a major turning point for the business and the stock, which is basically flat for the year. Anyone can grow sales in an AI gold rush but the winners are the companies that turn that demand into lasting profits. August 11 is when Supermicro gets the chance to prove it's one of them.

🍪 Munchy Memes

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