What we're witnessing is a rare convergence of presidential policy, AI infrastructure demands, and institutional positioning that hasn't occurred since the early days of the internet boom. When BlackRock and Vanguard collectively control $1.8 billion of an $8 billion company while retail investors remain unaware, history suggests these situations don't last long.
The energy crisis created by AI's explosive growth represents both challenge and opportunity. With data centers potentially consuming 12% of U.S. electricity by 2028, companies positioned at the intersection of energy production and AI optimization may be ideally placed for the next market cycle.
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And Karim Rahemtulla's next unicorn stock is sitting in the blast zone…
What happens when Trump helps push a $1 trillion deal between U.S. tech and Saudi oil?
The answer is simple: Energy stocks go vertical.
And one under-the-radar American company could be the biggest winner.
The controversy began when Trump publicly threatened a major U.S. trading partner over what he called a "big mistake" - their decision to impose additional taxes on this particular company's overseas operations. While the tax impact was minimal, Trump's willingness to go to bat for the firm has sent ripples through investment circles, particularly given his January 20 declaration of a national energy emergency and the company's strategic position in two sectors he's prioritized: energy and artificial intelligence.
The timing couldn't be more critical. A recent Department of Energy-backed study projects that data center electricity demand could consume 6.7-12% of total U.S. electricity by 2028, nearly tripling current usage. Industry experts warn this explosive growth is pushing the nation toward an energy shortage that could cripple technological advancement, with current energy infrastructure unable to support the massive AI buildout underway.
This unnamed company appears uniquely positioned to address the crisis. Operating what industry sources describe as the largest continuous oil and gas deposit ever discovered in the United States, the firm produces 143,299 barrels of oil daily and 467 million cubic feet of natural gas. More significantly, it has pioneered the use of natural gas to power its own hydraulic fracturing operations, dramatically increasing efficiency while reducing costs.
While retail investors remain largely unaware, institutional money has been flooding into the company's shares. BlackRock now holds 32 million shares worth $716 million, while Vanguard has accumulated 48 million shares valued at nearly $1.1 billion. Combined, these two giants alone control over $1.8 billion of the company's $8 billion market capitalization.
Perhaps most telling, renowned value investor Bill Nygren of the Oakmark Select Fund has nearly doubled his position to 8.2 million shares. Nygren, known for his disciplined approach to buying only when stocks are dramatically undervalued, rarely makes such aggressive moves unless he sees extraordinary potential.
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The company recently signed a multi-year, multi-million dollar partnership with Palantir Industries, the AI software firm that became 2024's best-performing stock in the S&P 500. Palantir has continued its momentum into 2025, surging over 60% year-to-date and reporting 39% revenue growth in Q1. The collaboration aims to use artificial intelligence to optimize every aspect of energy production, from equipment reliability to distribution efficiency.
This marriage of AI and energy production represents exactly the type of innovation Trump's "drill, baby, drill" agenda is designed to support. The partnership could theoretically allow the company to dramatically increase output precisely when the nation needs it most, while using AI to solve the very energy crisis that AI itself is creating. Major energy companies are already implementing similar strategies - Chevron recently announced an $8 billion investment to deliver 4 gigawatts of natural gas power directly to data centers, while ExxonMobil is planning 1.5 gigawatts of gas-fired generation specifically for AI infrastructure.
Financial analysis reveals what appears to be a stark market inefficiency. The company generates $3.2 billion in operating income annually - more cash flow than Advanced Micro Devices, which trades at a $160 billion market cap compared to this firm's $8 billion valuation. Similarly, it produces nearly as much operating income as Marriott International, yet trades at one-tenth the price.
The company's dividend yield is over 300% higher than the S&P 500 average, and management recently authorized a share buyback program for 40 million shares - a signal that insiders believe the stock is significantly undervalued. When companies buy back their own shares at this scale, it typically indicates management's confidence that the current price doesn't reflect true value.
Market historians note that such convergences - presidential backing, AI sector partnerships, institutional accumulation, and extreme valuation discrepancies - are extraordinarily rare. When they do occur, the results can be dramatic and swift. Veterans point to similar situations where unknown companies became household names virtually overnight once mainstream attention focused on their strategic importance.
The energy sector's role in enabling AI advancement, combined with the current administration's explicit support for domestic energy production, suggests this situation could evolve rapidly. With Wall Street already positioning aggressively while retail investors remain unaware, the window for early participation may be narrowing quickly. BlackRock's January departure from climate investment commitments may signal institutional appetite for renewed energy sector focus.
However, experienced analysts emphasize that such opportunities typically don't remain hidden indefinitely. Once mainstream media attention turns to companies in strategically important sectors, especially those with presidential endorsement, price movements can be swift and substantial.
Have researchers at MIT just unlocked the "holy grail" of clean energy?
Scientists have recently made a breakthrough in a radical new power source we're calling "Helios" technology.
This game-changing tech could create up to 100 million times more energy than coal, oil, or natural gas.
It produces no carbon emissions or long-lived radioactive waste.
And - most incredibly of all - its primary fuel is the most abundant element in the universe.
In other words, this marvel of physics has the potential to generate virtually limitless energy.
And scientists at an obscure startup have just made a breakthrough that could trigger mass adoption.
This startup could become the Nvidia of "Helios" Technology.
Trump just posted something on Truth Social that sent Tesla into a 9% nosedive. His threat to "terminate Elon's Governmental Subsidies and Contracts" caught Wall Street completely off guard. But there's a much bigger story behind why this feud erupted so suddenly.
After years of staying private, 13 unicorns worth over $500 billion combined are preparing to go public. The first could debut within weeks. Market insiders are calling this the biggest opportunity since 2021, but there's a critical deadline approaching.
While you weren't watching, clean energy just posted its best month since January 2023—up 14.7% in May alone. Individual stocks like Sunrun jumped 16% Tuesday. The momentum is building, and the biggest opportunities may still be ahead as this devastated sector shows signs of life.
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