Stansberry Research

09/05/2025

When Warren Buffett makes a move, investors pay attention...

A couple of weeks ago, health care giant UnitedHealth (UNH) made headlines thanks to a surprise purchase from Buffett's investment firm, Berkshire Hathaway (BRK-B).

Berkshire revealed that it bought more than 5 million shares of UNH in the second quarter. That's worth about $1.5 billion as of Friday's close.

Berkshire's stake is only about 0.5% of UnitedHealth's total market value of $275 billion. Still, UNH soared on the news. Shares jumped more than 10% on Friday and hit a one-month high.

The reason is simple... Buffett is one of the world's most famous and most-followed investors.

Between 1965 and the end of 2024, Berkshire Hathaway achieved a return of 5,502,284%... an average annual return of 19.9%. Meanwhile, the S&P 500 Index "only" returned 39,054% (for an average return of 10.4% per year).

In short, folks have learned that Buffett's ideas pay off. But should you follow Buffett and buy UNH shares today?

See what Nick Koziol thinks here: https://stansberryresearch.com/stock-market-trends/should-you-follow-warren-buffett-and-buy-unitedhealth-unh

09/04/2025

Whether you find them cute or creepy, they’re everywhere.

Labubu mania has skyrocketed the stock price of its creator, PopMart, 600% in the past year.

Is this sustainable growth, or just another passing fad like beanie babies? Our friends at Altimetry Authority discuss.

🔔 Gain an instant edge over Wall Street: https://getaltimetry.com/?v=4DCilnhhooUPopMart stock has skyrocketed 600% in the past year thanks to the viral cra...

09/04/2025

“If the CEO’s making $30 million a year no matter what... I’m not interested.” 💸

One of Joe Boskovich’s top ways to evaluate a company = follow the compensation.

On this week’s Stansberry Investor Hour, the founder of Old West Investment Management breaks down how taking a close look at management reveals long-term incentives — and how it factors into his stock picks.

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🔔 Gain an instant edge over Wall Street: https://stansberrydigest.com/?v=qBOO4ezF6_0On this week's Stansberry Investor Hour, Dan welcomes Joe Boskovich to t...

09/03/2025

https://stansberryresearch.com/stock-market-trends/virginia-approves-the-first-nuclear-fusion-reactor-to-connect-to-a-commercial-power-grid-and-power-the-ai-age

A routine planning meeting in Chesterfield County, Virginia just marked a major milestone for nuclear fusion in America...

Last week, commissioners unanimously voted to greenlight the permit for nuclear fusion startup Commonwealth Fusion Systems ("CFS") to build ARC, the 400-megawatt fusion power plant backed by Alphabet's (GOOGL) Google division. It will be located on land owned by utility giant Dominion Energy (D).

If it proceeds as planned, ARC will be the world's first fusion plant connected to a commercial power grid. Construction should begin later this decade.

Why This Matters to Tech Investors Today:
Government leaders, grid operators, and tech companies are each saying the same thing in different ways...

The massive wave of artificial-intelligence ("AI") computing is colliding with real-world power scarcity....

Read the rest by Steven Longenecker on at https://stansberryresearch.com/stock-market-trends/virginia-approves-the-first-nuclear-fusion-reactor-to-connect-to-a-commercial-power-grid-and-power-the-ai-age

09/01/2025

AI Chip Giant Nvidia (NVDA) Just Invested in Nuclear Fusion... Have You?

This week, nuclear fusion startup Commonwealth Fusion Systems ("CFS") raised another $863 million...

The cap table reads like a who's who of investors...

AI chipmaker Nvidia (NVDA) invested in fusion for the first time through its venture arm NVentures. It was joined by other new investors, including Morgan Stanley's Counterpoint Global, Stanley Druckenmiller, and a consortium of a dozen Japanese companies.

This adds on top of the landmark fusion energy "preorder" deal from Alphabet (GOOGL) we detailed in July.

CFS has now raised nearly $3 billion since its founding... roughly one-third of all private fusion capital worldwide.

And step by step, fusion is moving closer to reality...

Read the rest from Steven Longenecker here: https://stansberryresearch.com/stock-market-trends/ai-chip-giant-nvidia-nvda-just-invested-in-nuclear-fusion-have-you

08/31/2025

https://bit.ly/4fWyHCi

Coined "the most exciting human discovery since fire," this new energy initiative could change the world.

Have you heard of Amazon Helios? You may have first read about it years ago in a science-fiction book... And now, it's rapidly moving toward science fact.

The "Amazon Helios" Project is a groundbreaking new initiative in energy. Amazon's founder, Jeff Bezos, has quietly supported it for years. Its name was coined to refer to the push to achieve nuclear fusion power on Earth, an achievement likened to creating a mini sun right here at home.

Investors around the world – including tech visionaries like Bezos – are paying close attention. Fusion is a potential game changer for global energy, the economy, and our everyday lives.

And while the tone around Helios is optimistic... after all, fusion promises limitless, clean energy... there's also a measured awareness that big opportunities can come with volatility and uncertainty.

Learn more here: https://bit.ly/4fWyHCi

08/29/2025

Is a 2025 M&A boom still on its way?

Our friends at Altimetry break down deregulation, CEO confidence, and reduced uncertainty could fuel a surge in mergers and acquisitions in the second half of the year...

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🔔 Gain an instant edge over Wall Street: https://getaltimetry.com/?v=-xYzxLG104UIs 2025 shaping up to be the year of a massive M&A boom? 💥 In this episode ...

08/27/2025

The bottom 490 stocks in the S&P 500 may be stuck in a “little recession” right now.

But for value investors, that’s a big opportunity.

🔗: https://www.youtube.com/watch?v=bppQuWRoIio

See how to find the right ones on this week’s Stansberry Investor Hour, with special guest Tobias Carlisle (founder and portfolio manager of Acquirers Funds, a deep-value investment firm).

🔔 Gain an instant edge over Wall Street: https://stansberrydigest.com/On this week's Stansberry Investor Hour, Dan welcomes value investor Tobias Carlisle b...

08/26/2025

Would you rather shop at Lowe’s or Home Depot?

Better yet: Which would you rather own — $LOW or $HD? It may not be the same answer...

On Stock Market Trends, we break down the hardware store rivalry. 👇

🔗: https://sbry.media/4n1xSun