| Editor's Note: I have a message for you from Enrique Abeyta at Breaking Profits. I thought you might find it interesting - check it out here or read more below. - Ryan Fitzwater, Publisher
Analyst: This is A.I.'s "Spindletop" Moment
Dear Reader, In 1901, a "gusher" in East Texas called Spindletop blew skyward and kicked off the oil boom. Fortunes were made overnight. And now, one analyst says, it could happen again. More than a century later — and a few hundred miles west — Texas may be sitting on a new kind of windfall… With a surprising link to the fortunes of American AI. As you'll see, the future of dozens of companies could depend on it. From Anthropic… to Open AI… to Microsoft and Google. Beneath West Texas sits a little-known deposit estimated at millions of tons — holding 21 of 22 key elements modern A.I. depends on. At today's needs, it could help power U.S. A.I. for a century. Meanwhile, Beijing still dominates supply — and may cut us off as soon as December. The clock is ticking. Washington has started an emergency push. The Pentagon already invested nine figures in one U.S. producer… While a tiny Texas disruptor is racing ahead with U.S. processing and a magnet plant to serve defense and tech buyers. If this plays out like the last resource boom, early investors won't need perfect timing — just early timing. I've recorded a short briefing with the full story — and the name and ticker of one of these plays. Watch it here. Best, Enrique Abeyta
Editor, Breaking Profits | 
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