Dear Reader,
I believe what's inside these strange white crates will go down as Elon's greatest ever invention.
They are part of a new "super startup" that Elon is incubating within Tesla itself.
This new super startup has nothing to do with electric vehicles, space, social media, crypto, biotech, robots or AI…
In fact, 99.99% of Elon's followers have no idea about it…
It's quietly buried in financial statements, already putting billions in his pocket...
$12 billion in 2025 alone.
And that's just the beginning.
Because according to Adam O'Dell, the analyst who recommended Palantir before it became the top performer in the S&P 500…
As Adam shows here, it's at the center of what Blackstone, one of the world's largest asset managers, calls: "A $23 trillion investment opportunity".
And yet… virtually no one is reporting on this story.
You won't find any pundits discussing it on Fox Business or CNBC. And you certainly won't read about it in the pages of the Wall Street Journal or the New York Times.
But that won't last long.
Because when the news gets out about what's inside Elon's crates, and what they can do, it's going to be everywhere — from Fox News to your family's group chat.
Which is why Adam believes that anyone who understands what's going on here, and positions themselves before July 22, could walk away wealthier than they ever thought possible.
Regards,
Adam O'Dell
Chief Investment Strategist, Money & Markets
P.S. In this briefing, I also give away the name and ticker symbol of one of my top picks to play this new Elon opportunity — completely free. Go here to watch it now.
Why Smart Money Is Quietly Piling Into This Lithium Stock
Written by Jeffrey Neal Johnson. Originally Published: 4/29/2026.
Key Points
- The United States government's equity stake elevates the Thacker Pass project to the level of a strategic national asset for the domestic supply chain.
- Major institutional funds are significantly increasing their positions, signaling strong conviction in Lithium Americas' long-term and strategic value.
- An unusual surge in bullish options activity suggests sophisticated traders are positioning for a significant upward revaluation of Lithium Americas' shares.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
An unusual surge in bullish options activity for Lithium Americas (NYSE: LAC) suggests institutional investors are positioning for a significant upside repricing, looking past near-term operational headwinds. On April 28, call option volume jumped 197% above the daily average, with more than 62,000 contracts changing hands. That aggressive derivatives positioning arrived even as Lithium Americas grapples with a recent earnings miss and a newly activated equity dilution program, implying sophisticated investors are focused on a stronger, structural catalyst.
The market is beginning to factor in a fundamental shift in Lithium Americas' risk profile. Recent SEC filings show the U.S. government is not only a lender but also a direct equity partner, reframing the investment thesis from a speculative mining play to a quasi-sovereign strategic asset.
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See the full details on this $2 gold stock before July 1The most consequential catalyst is the U.S. Department of Energy's (DOE) direct investment in Lithium Americas. An SEC filing on Jan. 30, 2026, disclosed that warrants were issued to the DOE, giving it the right to purchase a 5% equity stake in Lithium Americas at a nominal exercise price of $0.01 per share. At the same time, the DOE secured a 5% economic stake in the Thacker Pass joint venture.
That structure effectively makes the U.S. government a key stakeholder, aligning federal interests with successful execution of the Thacker Pass project. The equity exposure complements the previously announced $2.23 billion DOE loan facility and the $625 million joint venture with General Motors (NYSE: GM).
The combination of federal and corporate support elevates Thacker Pass from a conventional mining asset to a cornerstone of America's domestic electric vehicle (EV) supply chain. For investors, this materially reduces long-term political and regulatory risk and provides a structural floor for the asset's valuation.
That said, investors must still weigh significant near-term financial pressures that could induce volatility. The path to production requires a period of peak capital deployment and potential share dilution.
The $250 Million Dilution Question
According to a Form 8-K filed on March 19, 2026, Lithium Americas activated a $250 million At-The-Market (ATM) equity program. This facility allows the company to sell shares directly into the market to fund ongoing development, which can create an overhang on the stock price. While the ATM is a necessary financing tool, it introduces near-term dilution risk—making the concurrent spike in bullish call volume especially notable, since options traders appear to be betting on a catalyst large enough to offset equity issuance pressure.
Peak Spending, Peak Risk: The Billion-Dollar Buildout
Lithium Americas is entering its most capital-intensive phase. Management guided fiscal 2026 capital expenditures for the Thacker Pass project at $1.3 billion to $1.6 billion. That spending is critical to achieving mechanical completion, targeted for late 2027, and represents peak execution risk. Any project delays or further cost inflation could strain Lithium Americas' liquidity, so timely drawdown of the DOE loan and capital injections from the GM joint venture will be essential to maintaining momentum.
The tension between near-term risk and long-term potential is apparent in institutional trading patterns. Large, well-capitalized funds appear to be accumulating shares—looking through the current phase of heavy spending and dilution toward a de-risked, federally backed production asset.
The Institutional Seal of Approval
Over the past 12 months, institutional inflows have outweighed outflows, totaling $183.13 million in purchases versus $44.22 million in sales. The most recent quarter showed notable accumulation from major asset managers: VanEck Associates increased its position by 20.8% to nearly 17.5 million shares, Millennium Management LLC boosted its stake by 35.8%, and Legal & General Group Plc expanded its holdings by more than 200%. That pattern suggests institutional capital is endorsing the long-term strategic value of Thacker Pass despite near-term financial complexity.
Decoding the 62,000-Contract Signal
The 197% surge in call option volume is a strong signal of speculative conviction. Concentrated activity of this scale often precedes a major corporate announcement or a shift in market sentiment. With short interest above 7% of the public float, a sharp upward move could trigger short covering and create a feedback loop. Traders are watching the $5.50 strike closely— a decisive break above that level, particularly on high volume, could force dealers to hedge and accelerate upward momentum.
A New Breed of National Asset
The current market for Lithium Americas reflects a classic tradeoff between short-term uncertainty and long-term strategic value. The recent earnings miss and ongoing CapEx burn are tangible reasons for caution; analyst ratings underscore the divide: Wedbush assigns a bullish $8 price target, while Scotiabank lowered its target to $5, citing dilution risk.
Nonetheless, the U.S. government's entry as a direct equity partner materially changes the risk-reward calculation. This sovereign backstop is a rare layer of security in the mining sector. For investors with a longer time horizon, the current share price may represent an opportunity to gain exposure to a strategically vital, de-risked asset that supports North American energy independence. The heavy institutional buying and anomalous options activity are signals that the market may be beginning to price in that new reality.
Verizon’s Signal Strength: The Turnaround Call Is Loud and Clear
Written by Jeffrey Neal Johnson. Originally Published: 4/30/2026.
Key Points
- For the first time in over a decade, Verizon achieved positive subscriber additions in the first quarter, demonstrating success in its market strategy.
- Verizon achieved a record quarterly adjusted EBITDA by improving operational efficiency and adopting a disciplined approach to customer acquisition.
- Verizon is enhancing shareholder returns through a major stock buyback program, complementing its long-standing, attractive dividend.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Decades of attrition in the telecom sector conditioned investors to view legacy giants as utility-like dividend plays. That narrative, however, faces a significant challenge from Verizon Communications Inc. (NYSE: VZ). Verizon’s impressive first-quarter performance signals that a fundamental operational pivot is not just underway but is actively generating a potent combination of subscriber growth, record profitability, and renewed capital appreciation potential that income investors can no longer ignore.
For the first time since 2013, Verizon posted positive postpaid phone net additions in Q1, adding 55,000 subscribers. That result breaks a long pattern of seasonal Q1 losses and provides tangible proof of Verizon’s revamped market strategy.
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That tightening of the subscriber funnel stems from Verizon’s strategic move away from broad, margin-crushing promotions.
Most compelling is that the subscriber turnaround came alongside record profitability. Verizon reported its highest-ever quarterly adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $13.4 billion, resulting in a 140-basis-point expansion in the adjusted EBITDA margin to 38.9%.
The data indicate Verizon is adding higher-quality subscribers under a more disciplined, profitable framework. This financial strength translated to the bottom line: adjusted earnings per share (EPS) of $1.28 comfortably beat consensus estimates of $1.21. It is important to contextualize the quarter’s revenue of $34.44 billion, which narrowly missed analyst expectations. Management said the top line was impacted by an 80-basis-point drag from one-time customer credits related to a January network outage, suggesting the underlying revenue trajectory is stronger than the headline number implies and consistent with Verizon’s reaffirmed full-year guidance.
Hardwiring a High-Margin Future
The strong Q1 results appear to be the result of a multi-pronged strategy that leverages core infrastructure, embraces technology for efficiency, and maintains a disciplined focus on cost control. The integration of Frontier Communications’ assets is a central catalyst, accelerating Verizon’s push to become a dominant broadband provider.
Verizon is on track to reach more than 32 million fiber passings by year-end. That aggressive fiber buildout is the linchpin of its convergence strategy, which bundles high-speed internet with mobile services. The economics are compelling: management notes churn on converged offers is nearly 30% lower than on standalone mobile plans. With a wireless attachment rate of 55% for broadband customers, the expanding fiber footprint creates a durable, high-margin engine for both attracting and retaining valuable mobile subscribers.
Verizon’s improved profitability is also tied to abandoning the free-handset retention model in favor of a micro-segmented approach. Using data, the company now delivers targeted offers that address specific customer pain points instead of relying on expensive device subsidies. That surgical approach drove an approximate 35% sequential reduction in acquisition and retention costs in Q1, a structural shift that supports Verizon’s goal of achieving $5 billion in operating expense savings in 2026. Q1 operating cash flow of $8 billion was robust enough to absorb a $1.1 billion severance charge, underscoring the improving cash-generation power of the business. Further de-risking the operational outlook, Verizon recently ratified a new four-year contract with its East unions, ensuring labor stability during the Frontier integration.
A Direct Line to Shareholder Value
For investors, Verizon’s operational turnaround creates a compelling dual thesis: a secure, high-yield dividend now complemented by tangible catalysts for capital growth.
Verizon’s free cash flow grew 4% year-over-year to $3.8 billion in Q1, providing a solid foundation for capital allocation. The dividend yield of roughly 6% remains a cornerstone of the investment case, supported by a 20-year track record of consecutive increases and a cash-flow payout ratio of about 30.74%.
What has changed is the introduction of an aggressive capital-return program. Verizon executed $2.5 billion in share repurchases in Q1—its first significant buyback program in over a decade. That move signals management’s confidence in the operational turnaround and a renewed commitment to returning excess capital to shareholders.
The primary headwind to monitor is Verizon’s balance sheet. Leverage rose to 2.6x net unsecured debt-to-EBITDA following the Frontier acquisition. Management, however, has a clear deleveraging plan and is targeting a return to its 2x–2.25x range by 2027.
Given the success in stabilizing its subscriber base, expanding margins to record levels, and executing a strategy centered on its fiber network, the investment narrative for Verizon appears to be at a meaningful inflection point. Income-focused investors who also want exposure to a credible, data-driven turnaround may find Verizon’s current position warrants serious consideration.
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