Dear Reader, America's greatest treasure hunt is happening right now ... and hardly anyone's talking about it. While most investors chase AI hype, a quiet expedition is unfolding across the U.S. that could unlock $100 trillion in hidden federal wealth. We're talking about: - Oil fields untouched since the Cold War
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- Natural gas reserves larger than some nations' entire GDP
It all began when President Trump signed Executive Order 14196, which launched what may be the largest resource-mapping initiative since Jefferson sent Lewis and Clark west. Only this time, the riches aren't rivers and peaks... They're cash-rich assets buried in American soil... and now, they may finally be unleashed into the public markets. I've spent months tracking the companies with boots on this new frontier. And there's one $10 stock I believe is perfectly positioned to benefit. But there's a catch: a fast-approaching deadline could mark the point where this opportunity goes fully public. Click here now to stake your claim before the rush begins. Sincerely, 
Whitney Tilson
Editor, Stansberry Research
Featured Article from MarketBeat Media Krispy Kreme: A Meme Stock Sugar Rush or a Sustainable Treat?Written by Jeffrey Neal Johnson 
Key Points - Management's decision to exit the McDonald's partnership demonstrates a new, disciplined focus on protecting margins and ensuring long-term profitability.
- The company is actively enhancing its core business model by outsourcing logistics and refining its distribution network to achieve greater operational efficiency.
- A capital-light international growth strategy, proven by recent successes, is winning over analysts and creating a lower-risk path to global expansion.
Krispy Kreme (NASDAQ: DNUT) recently sent a shockwave through the market as its trading volume exploded from its typical average of around five million shares to a staggering 150 million in a single day. The jump in volume fueled massive, double-digit price gains. This sudden frenzy has created a sharp divide among investors. One side sees the chaotic, high-risk volatility of a meme stock driven by social media hype. The other side sees a company in the early innings of a fundamental turnaround. While speculation certainly lit the fuse, a closer examination reveals a management team making disciplined, strategic moves to build a significantly stronger and more profitable company. How Market Forces Fueled Krispy Kreme’s Frenzy The jump in Krispy Kreme's stock price was a textbook technical event known as a short squeeze. The stage was set perfectly. First, the stock had high short interest, with traders betting against more than 28% of its publicly available shares. Second, Krispy Kreme has a relatively small public float, meaning fewer shares are available for trading, as its majority owner, JAB Holding Company, holds a prominent, static position. When a wave of coordinated buying from retail investors hit the market, this limited supply of shares caused the price to rise quickly. The rising price forced the short sellers to buy back shares to avoid catastrophic losses, adding to the buying pressure and propelling the stock even higher. This sudden volatility was a product of market forces, not a sudden improvement in the company's business. The real story for investors is in the strategic changes behind the chart. Krispy Kreme's Disciplined Pivot to Profitability While the market was captivated by the price swings, many technical traders missed the fundamental fact that Krispy Kreme's leadership has been methodically re-engineering its business for long-term success. This new strategy prioritizes financial health and sustainable margins over growth at any cost. The Financially Sound McDonald's Exit The decision to end the planned nationwide partnership with McDonald's was a strategic move that demonstrated financial discipline. After a limited rollout, it became clear the venture would not be profitable for Krispy Kreme due to higher-than-expected costs and lower-than-needed sales volumes. Rather than chase revenue in a low-margin endeavor, management made the difficult but correct decision to pivot. This move sent a clear signal to investors: the new Krispy Kreme is focused squarely on the bottom line. Building a More Efficient Machine Krispy Kreme is aggressively tackling its cost structure to ensure future partnerships are profitable. A key initiative is outsourcing its complex U.S. logistics to third-party experts, a move management states is already resulting in cost savings and more predictable expenses. This is combined with a plan to strategically close 5-10% of its least profitable distribution locations. These actions directly address the operational hurdles that have historically challenged the company and are designed to boost the efficiency of its core hub-and-spoke model. Smarter, Capital-Light Global Growth The company is leveraging its iconic brand name overseas through a more intelligent, lower-risk franchise model. The launch in Brazil was a massive success, generating $100,000 in sales in just two days and proving the brand's immense global appeal. The company is now exploring refranchising company-owned markets, such as the United Kingdom and Australia. This capital-light strategy allows Krispy Kreme to expand its footprint and grow revenue without putting its cash at risk, with proceeds from any potential sales earmarked to strengthen its balance sheet. Krispy Kreme’s Turnaround Takes Shape Wall Street is beginning to notice this strategic shift. BNP Paribas (EPA: BNP) recently upgraded its rating on the stock, a sign that it views the company's risk profile as improving. This follows Morgan Stanley's (NYSE: MS) decision to maintain its Overweight rating, indicating continued institutional confidence in the long-term plan. The consensus price target from analysts currently stands above $7.50, indicating a healthy upside potential from recent trading levels. This improving sentiment is backed by concrete actions to fix Krispy Kreme’s financials. Management's move to eliminate the dividend was a clear step to preserve cash, which can now be used to pay down debt. This, combined with the plan to use future proceeds from international refranchising to deleverage, provides a clear roadmap to lowering its 0.83 debt-to-equity ratio (D/E) and strengthening its financial foundation. The next major catalyst for investors will be the company's second-quarter earnings report on August 7, which will provide the first glimpse into the financial impact of this new, disciplined approach. A Sweet Opportunity for the Patient Investor The wild, headline-grabbing price swings in Krispy Kreme stock result from a speculative market frenzy. For long-term investors, however, the more important story is the fundamental pivot to a leaner, more profitable, and financially disciplined business model. With a clear strategy to improve margins, strengthen the balance sheet, and grow smarter, Krispy Kreme lays the foundation for a more resilient future. This strategic turnaround may offer a sweet opportunity for those willing to look past the short-term noise.
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