Dear Reader,
Everyone knows Elon Musk for Tesla.
Some know him as an early investor in PayPal.
But very few investors realize Musk has quietly built something else entirely…
A massive global network that could power the next phase of artificial intelligence.
Right now, thousands of these systems are already operating around the world.
They run day and night…
With minimal human input.
And Elon Musk believes this technology could ultimately help Tesla become:
“The most valuable company in the world.”
But here’s the surprising part.
The core infrastructure behind this project isn’t owned by Tesla.
It’s owned by one of Elon Musk’s private ventures.
And while most investors assume private companies are impossible to access…
Veteran tech investor Matt McCall recently revealed a little-known way everyday investors can gain exposure.
Right now the stock involved trades for less than $30.
Here’s to the future,
Matt McCall
3 Natural Gas Names to Watch as a Global Supply Shock Builds
By Chris Markoch. Article Posted: 3/21/2026.
Key Points
- Global LNG supply disruptions, especially in Qatar, are tightening markets and could push natural gas prices higher in 2026.
- Vermilion Energy and EQT offer leveraged exposure to rising gas prices through European access and unhedged production strategies.
- The UNG ETF provides direct exposure to natural gas futures for investors looking to play the commodity itself.
- Special Report: Elon's "Hidden" Company
Oil prices are sending shock waves through the market and giving energy stocks a much-needed boost. A similar, but different, story is emerging with natural gas. The spot price of natural gas has been down since the conflict with Iran began. The U.S. Energy Information Administration (EIA) cites milder-than-expected February weather that left more gas in storage. In addition, rising oil prices are driving up production in the Permian Basin, which produces more associated natural gas as a byproduct.
However, there are geopolitical risks that could push natural gas prices higher even if the shock to oil prices proves transitory. It all comes down to activity in the Strait of Hormuz. Approximately 20% of liquefied natural gas (LNG) flows through the strait, and most of that supply originates in Qatar.
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Discover the #1 Memecoin To Own NowThis is where the supply-demand imbalance becomes acute. Qatar's Ras Laffan complex has curtailed operations — a move unprecedented for the facility — removing roughly 14% of the global monthly supply forecast offline. That shortfall may not be noticeable in the United States, but Europe is feeling the impact: European natural gas prices are up roughly 65%, the highest levels since March 2023.
The Questions Hanging Over the Market
Even if the conflict with Iran ends on the timeline being given by the Trump administration, it will take weeks — not days — for the Ras Laffan plant to return to full production. Can the world make up that lost capacity, and how quickly?
The short answer appears to be no, at least not at the scale or delivery speed required. This disruption comes at a time when demand for natural gas, and LNG in particular, is very strong. The United States has opened three new export facilities to help meet global demand, including from hyperscalers, but those additions won't provide immediate relief.
That makes lower natural gas prices the more likely outlier. For investors, that dynamic can signal an opportunity.
Vermilion Energy Offers Direct Access to Premium LNG Markets
Vermilion Energy (NYSE: VET) stock is reflecting current natural gas prices, but it may not fully reflect the company's strategic positioning. VET has risen more than 50% in 2026, putting it within about 20% of its consensus price target.
The price move comes despite a mixed earnings report in which the company beat on the bottom line but missed revenue by roughly $50 million.
Vermilion is the only Canadian exploration and production company with in-ground European natural gas production. That gives it the advantage of selling gas into the European market without incurring LNG liquefaction, shipping, or regasification costs.
That cost advantage will be important as the company looks to expand production in Germany. A new well is expected to come online in the first half of 2026, and Vermilion already has an anchor buyer in Uniper, one of Germany's largest energy utilities.
America's Largest Gas Producer Is Betting Big on Price Upside
EQT Corporation (NYSE: EQT) is the largest U.S. natural gas producer by volume. EQT stock is up about 18% in 2026 and is trading within roughly 5% of its consensus price target.
Like Vermilion, EQT delivered a mixed earnings report in March. Since early March, however, analysts have noted that EQT is essentially unhedged for 2026.
That is a clear bet by management that natural gas prices will move higher; by avoiding hedges, they won't be forced to leave potential upside on the table.
Adding to the bullish case, after reintegrating its Equitrans midstream assets in 2024, the company's breakeven price has fallen to about $2/MMBtu (one million British thermal units, a common natural-gas energy measure).
At current prices, EQT is generating solid profits and stands to benefit if natural gas moves higher.
Investors Can Play Natural Gas Directly With This ETF
Both Vermilion and EQT are viable ways to play a rise in natural gas prices. However, investors seeking direct exposure to the commodity might consider the United States Natural Gas Fund (NYSEARCA: UNG).
The fund holds a diversified basket of natural gas futures contracts. That structure explains why the ETF is down more than 40% over the past 12 months and roughly 1% in 2026: the U.S. market has generally remained well supplied, even after extreme cold this winter.
UNG is up about 2% over the 30 days ending March 18, a move that may reflect institutional buying. While the fund is not broadly held by institutions, buying has outpaced selling in four of the last five months, suggesting larger investors may be positioning for higher natural gas prices.
The Trade Desk: Follow the CEO, Not the Downgrade
Reported by Jeffrey Neal Johnson. Published: 3/12/2026.
Key Points
- The Trade Desk's founder and CEO's substantial personal investment in company stock demonstrates immense confidence in its long-term growth prospects.
- The Trade Desk's value is deeply rooted in its mature and proven AI-driven platform, which powers the vast majority of its client campaigns.
- A significant share repurchase program reinforces management's belief that its own stock represents a compelling and valuable investment for the future.
- Special Report: Elon's "Hidden" Company
Recent price action for The Trade Desk (NASDAQ: TTD) suggests it is at a crossroads. The stock surged on news of preliminary partnership talks with artificial intelligence (AI) leader OpenAI, only to see those gains erased after a notable Wall Street firm issued a downgrade. For investors, the market is now sending two powerful but conflicting signals.
On one side, data-driven skepticism questions the near-term payoff of AI partnerships—a theme across the tech sector. On the other, The Trade Desk's leadership has shown profound confidence. That divergence has produced significant volatility and forces a closer look at where the company's real value lies.
Analyst Caution and Market Headwinds
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Discover the #1 Memecoin To Own NowThe catalyst for the recent downturn was a Wedbush downgrade. The firm cut its rating to Underperform and set a $23 price target, arguing investors grew overly optimistic about a potential OpenAI deal that remains in early stages. An AI partnership, while promising, does not guarantee immediate revenue; the market appears to be recalibrating expectations across the tech sector.
Wedbush also flagged a longer-term risk: disintermediation, where large AI players like OpenAI could build in-house advertising technology and reduce the need for external partners. That concern reflects a broader shift away from valuing companies on AI hype alone toward demanding clear, proven revenue streams.
The caution is amplified by near-term economic realities. During its latest earnings call, The Trade Desk's management acknowledged a slowdown in advertising spending from two crucial sectors: Consumer Packaged Goods (CPG) and automotive. These sectors represent more than a quarter of the business, so any pullback has a tangible impact on revenue forecasts and adds a concrete headwind to near-term growth prospects.
The C-Suite's Answer: A $148 Million Bullish Statement
In response, leadership sent a powerful, unambiguous counter-signal. Between March 2 and March 4, 2026, founder and CEO Jeff Green purchased roughly $148.1 million of company stock on the open market.
An insider purchase of this magnitude is one of the strongest bullish indicators available. Unlike automatic awards or option exercises, this purchase was a deliberate decision to deploy his own capital at current prices. It signals a belief that the stock is undervalued and that the company's long-term prospects are considerably better than recent sentiment suggests—a direct contradiction to the bearish thesis, backed by a nine-figure personal bet.
That insider confidence is reinforced by corporate action: The Trade Desk's Board of Directors has authorized a $500 million share repurchase program. A buyback reduces shares outstanding, can boost earnings per share (EPS), and signals that management views the stock as attractively valued. Together, the CEO's personal investment and the buyback program form a unified message from leadership: they fundamentally disagree with the market's recent bearish turn.
The Power of a Mature Platform
The leadership's confidence rests not on speculative future deals but on the proven strength of its existing technology. The Trade Desk's AI strategy is built on its mature, deeply integrated platform, Kokai. This is not a new or experimental project—Kokai is the core engine that powers the business, with nearly all client campaigns running through its AI-driven systems. It's the reason management can project confidence: Kokai already addresses many of the problems Wall Street is worried about.
Kokai is designed to optimize every facet of a digital ad buy, from targeting the right audience to bidding the right price for an impression in real time. It also serves as the launching pad for continued innovation aimed at delivering measurable results for advertisers.
- Audience Unlimited: This product leverages AI to make the vast consumer data marketplace more accessible and effective for advertisers, simplifying pricing and encouraging smarter, data-driven campaigns.
- Deal Desk: This AI-powered tool increases efficiency and transparency in the advertising supply chain, helping advertisers ensure their budgets are spent effectively and reduce waste.
That technological foundation suggests The Trade Desk's value flows from its core, proprietary AI capabilities. A partnership with a company like OpenAI would be a meaningful opportunity, but it's an addition to an already powerful business rather than a foundational necessity. Management's conviction appears rooted in the performance of an engine they've built and monetized for years.
Finding Value in the Volatility
The Trade Desk's current stock price reflects a clear disconnect. On one side are valid short-term concerns: a cautious analyst outlook, sector-wide pressure to prove AI monetization, and cyclical headwinds in key advertising verticals. On the other side is the long-term conviction demonstrated by the company's founder, backed by a substantial buyback program aimed at returning value to shareholders. That creates a classic conflict between Wall Street's focus on the next quarter and a founder's vision for the next decade.
While the market demands immediate proof of AI-driven revenue from new partnerships, the CEO's actions suggest The Trade Desk's most valuable assets are the proven, data-driven technologies it already owns. This divergence between external caution and internal confidence can present a strategic opportunity. For investors who believe leadership conviction and underlying technology are better indicators of long-term value than temporary market sentiment, the recent dip may warrant a closer look.
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