Energy badly lagged this year, and I underestimated how severe the supply glut would be. I was early - but the long-term thesis remains firmly intact. Today's oil prices aren't sustainable. Low prices are forcing discipline, squeezing supply, and creating a rare setup where sentiment and fundamentals are deeply misaligned. With positioning extremely bearish and costs rising, I see energy settin...
I examine how the market mislabels certain stocks such as Texas Pacific Land Corporation, highlighting the need to see what they truly are beneath the surface. TPL's vast Permian holdings offer high-margin, inflation-protected opportunities beyond oil, including water and land value. Emerging trends, like AI-driven data centers, could reshape its potential, making the market underestimate the u...
Texas Pacific Land is a high-margin cash cow. Its land is valuable because it's located in the largest oil-and-gas-producing region in the United States.
Texas Pacific Land stock jumped more than 8% after it struck a deal with the data center startup Bolt to build computing facilities meant to power the AI boom on its land.
Shares of Texas Pacific Land Corporation surged on Wednesday after the company announced a strategic partnership aimed at developing large-scale data centre campuses across its extensive land holdings in West Texas, reigniting investor interest in the company's potential role in the artificial intelligence infrastructure boom. Texas Pacific stock climbed as much as 8.
The S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks. Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader market's 18% rise. Energy sector volatility, driven by weak demand and OPEC supply actions, has challenged investors throughout the year.
Register for Free
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.