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Stansberry Digest

A Second Wind for the AI Trade

We're getting further away from rate cuts... A second wind for the AI trade... What's good for Micron may not be good for the rest of the AI ecosystem... Why now is not the time to follow the herd... Make sure to sign up for tomorrow's event...


It's another three-year high for inflation...

This morning, the Bureau of Economic Analysis released its monthly personal consumption expenditures ("PCE") data, which showed a 4.1% year-over-year rise in May.

That marks the highest level for headline PCE since April 2023 – when inflation was on the way down from 2022's spike.

As with other recent inflation metrics, energy is taking the lead. In May, the PCE's energy-services component surged more than 24% from May 2025.

But that problem may fade soon... West Texas Intermediate crude is back below where it was before the Iran conflict began. Once falling oil prices make their way to the gas station, we can expect to see inflation begin cooling.

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DailyWealth

One Risk You Might Be Missing in Tech Stocks

Editor's note: The biggest risk in technology investing isn't competition, disruption, or even valuation. It's something far more fundamental – and most folks never think about it. According to Extreme Value editor Dan Ferris, one bond market concept could help explain why today's hottest stocks are more vulnerable than they appear...If you don't like long-term bonds, you should hate technology stocks...

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Episode 470: America Is Running Out of Diesel and No One Is Paying Attention

In this week's Stansberry Investor Hour, Dan welcomes Stansberry Research's Director of Research Matt Weinschenk back to the show in a special crossover episode with Top Stocks. In this collaborative episode, the two discuss diesel, and Matt shakes things up by asking Dan most of the questions.Matt and Dan kick things off by discussing the current state of diesel. The reserve diesel supply is now low enough that it's being measured in days instead of the usual months. The most recent report says that America only has 20 days' worth in reserve. This doesn't bode well for AI data centers since they cannot afford to have long downtimes, and at least 90% of their backup generators run on diesel. Another issue is that the fuel has a limited shelf life. If it's being stored, it can only last for so long, and if it's sitting in a generator, it has to be used or switched out so the generator isn't filled with gunk. And Dan says that even if global issues suddenly got better, diesel's current predicament wouldn't be resolved for a while...

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Whitney Tilson's Daily

A first look at ZoomInfo Technologies

In my first four e-mails this week, I took a "quick glance" at 22 beaten-down stocks and invited my readers to let me know which ones they wanted me to take a closer look at.There were votes for almost all of them, so I know what I'll be busy with for the next few weeks!

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