In 2022, I made a call that made people question my judgment.

I told my readers to buy Rolls-Royce. The stock was trading under $2.

Most people heard "Rolls-Royce" and pictured luxury cars for billionaires. A relic. A name from another era.

But that's not what I saw.

I saw a world-class aerospace company — one that builds the engines powering half the world's wide-body aircraft — hidden beneath a name the market had stopped taking seriously.

There was a massive disconnect between price and reality. And disconnects like that don't last forever.

The stock eventually climbed more than 1,100% over a 3–4-year period.

Over that time, some subscribers reported making $141,000. Others reported $272,000. One told us he'd made more than $1 million.

I believe the same kind of setup is unfolding right now — in a completely different sector. See what I'm looking at today.

I'm not bringing up Rolls-Royce to relive an old winner.

I'm bringing it up because the pattern I'm seeing today feels eerily familiar.

A misunderstood technology. A market that's barely paying attention. And a catalyst that could force investors to take a second look.

The technology is what I call the Energy Cube.

Here's what most people don't realize: there's a next-generation compact nuclear energy system — roughly the size of a shipping container — capable of powering up to 1,000 homes. No combustion. No emissions. It runs 24 hours a day regardless of whether the sun is shining or the wind is blowing. And it may be the single most viable answer to the biggest bottleneck in the AI buildout: the explosive demand for always-on, clean power that the current grid simply cannot meet.

Bill Gates has backed companies tied to it.

Jeff Bezos has backed companies tied to it.

Google and Microsoft are making billion-dollar commitments in the same direction.

Yet most investors still have no idea this technology — or the company behind it — even exists. Get the full story behind the Energy Cube.

That may change very soon.

The Nuclear Regulatory Commission is expected to issue a key approval decision as early as August — the first of its kind for this class of technology in over a decade. If that approval comes through, it would clear the single biggest regulatory hurdle standing between this company and full-scale commercial deployment. And it could force institutional capital off the sidelines overnight.

The market eventually figured out Rolls-Royce. By the time it did, the biggest gains were already behind the people who waited.

I believe the same window may be opening right now.

See Why I'm Making This Call Now

Yours in smart speculation,

Karim Rahemtulla
Co-Founder, Monument Traders Alliance

P.S. The NRC decision I'm watching is expected in August. If it plays out the way I anticipate, this stock may not stay under the radar much longer. I'd encourage you to watch my full presentation before then — while the opportunity is still ahead of the news cycle.

Tuesday's Bonus Article

Palantir Soars 30% After Blockbuster Earnings—Is the Rally Just Getting Started?

Author: Chris Markoch. Posted: 8/5/2026.

Key Points

Palantir Technologies stock surged 30% on Aug. 4 after reporting a blockbuster second-quarter 2026 earnings report with 93% year-over-year revenue growth.
The company's U.S. commercial revenue jumped 149% year-over-year to $764 million, extending a multi-quarter trend that analysts called a surprising development.
PLTR now approaches a critical $160 resistance level, with analysts raising price targets while questions remain about overbought conditions and possible short covering.
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Palantir Technologies Inc. (NASDAQ: PLTR) just had one of its best days since 2024. The stock closed up 30% on Aug. 4, capping a session that ranks among its strongest in years. The move began after the company delivered a blockbuster earnings report following the market close on Aug. 3.

That wasn’t news by itself. Palantir has delivered strong reports in the last several quarters. Often, that hasn’t mattered to investors, who have lumped Palantir in with the rest of the artificial intelligence (AI) trade.

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The strong move after earnings may be a sign that investors are finally seeing what Palantir bulls have been saying for months. PLTR was being dragged down by misplaced sentiment, but as the reaction to its report shows, consistent outperformance is becoming tough to ignore.

The Third Time Was the Charm

Co-founder and CEO Alex Karp described the quarter as “otherworldly.” That may rub some investors the wrong way, but it’s hard to overstate the strength of Palantir’s Q2 2026 report.

Overall, revenue grew 93% year-over-year, and the company’s Rule of 40 score climbed to 155. Adjusted free cash flow came in at $1.22 billion, representing a 63% margin.

The company closed 220 deals of at least $1 million, 98 deals of at least $5 million, and 73 deals of at least $10 million. It reported total contract value (TCV) of $3.3373 billion, an increase of 49% year-over-year.

With that kind of visibility into future revenue, it’s not surprising that Palantir also raised its guidance for the rest of the year. The company has done the same for several quarters. The difference this time is that the market seems to be listening.

The Surprise That Wasn’t a Surprise

The morning after earnings, several analysts pointed to the strong growth in Palantir’s commercial business as a “surprise” in the report. U.S. commercial revenue grew 149% year-over-year and 28% quarter-over-quarter to $764 million.

The only surprising thing about those growth figures is that analysts were surprised. In Q1 2026, Palantir reported U.S. commercial revenue grew 133% year-over-year (YOY) and 18% quarter-over-quarter to $595 million. In Q4 2025, the company reported the same growth metrics at 137% YOY and 28% quarter-over-quarter, respectively.

Commercial growth has been a criticism of Palantir that dates back to 2022 or even earlier. The thinking is that the company has been too reliant on business from the U.S. government and, specifically, the Pentagon, which can arguably be lumpy.

But the commercial side of the business has been growing at an outsized rate for several quarters. At its core, Palantir’s AIPCon event is a platform for its enterprise customers to explain how Palantir has transformed their businesses.

Feigning surprise over the numbers is like being surprised by the strength of Apple’s (NASDAQ: AAPL) Services business. Palantir hasn’t been hiding the ball, but now investors are seeing the numbers for what they are.

PLTR Faces a Critical Resistance Level

The strong move in PLTR has pushed it toward the $160 level, which served as resistance at two points in 2026. If the stock can push past that level, there is a path to reverse all of its year-to-date losses.

In its favor, despite the strength of this move, PLTR is just now approaching a level on the relative strength index (RSI) that would indicate overbought conditions. Also supporting a higher high is the fact that the move is occurring on strong volume.

However, the other side of the argument is that a parabolic move such as this is frequently due to short covering. If that's the case, the covering will exhaust itself pretty quickly, which could cause the stock to drift lower.

One key factor to watch now will be analyst sentiment. Since the report, the Palantir analyst forecasts on MarketBeat show that two analysts have weighed in, with Piper Sandler reiterating its Overweight call and $230 price target. The consensus price target has ticked up to $190.73 as of this writing.

The Long-Term Outlook for Palantir Hasn’t Changed

In the first seven months of the year, traders who bet against Palantir were rewarded despite two earnings reports that were as strong as the one on Aug. 3. However, the Q2 report is a reminder that it takes only one report to change an outlook.

Palantir reminded investors—not traders—that it’s a one-of-one company that shouldn’t be lumped in with the other names in the AI software debate. The firm will have critics and doubters, and one day, its growth will start to normalize.

But that day wasn’t yesterday, nor is it likely to come for several quarters. That doesn’t mean the stock won’t face hurdles, but the report did nothing to squelch the bullish long-term case for Palantir.

Tuesday's Bonus Article

3 Low-Volatility Plays Quietly Making a Name For Themselves

Author: Nathan Reiff. Posted: 8/3/2026.

Key Points

Low-beta stocks have gained favor in 2026 as an AI-driven tech sell-off pushed investors toward stability and defensive positioning.
Ameren, Waste Management, and Atmos Energy each combine low volatility, betas well below 1.0, and reliable dividend growth track records.
All three companies posted mixed Q2 2026 earnings, with revenue misses offset by EPS beats, yet their share prices remained relatively stable.
Special Report: The company SpaceX cannot operate without

After a banner year in 2025, when high-beta stocks dominated, low-beta names have quietly gained the upper hand in 2026. Supported by a relatively calm Cboe Volatility Index (VIX), low-beta stocks have gained appeal amid the large-scale AI sell-off, which has erased many of the gains in the high-flying tech sector. Investors seeking stability might instead turn to low-volatility names with strong value propositions, the potential for dividend growth and a more defensive approach.

With this in mind, key plays in the utilities sector may provide just the right balance of stability and growth potential—particularly for companies linked in some way to data center needs. Even companies outside this defensive sector can benefit from the low-volatility environment; the list below includes a stable name in the industrials sector.

Ameren's Earnings Growth Is a Strong Point, While Volatility Remains Low

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Ameren Corp. (NYSE: AEE) is an integrated utilities company that provides electric and natural gas services to customers across the Midwest. The company has invested significant capital in expanding these businesses to meet new infrastructure needs in Missouri, driven in part by data center demand.

The company's relative lack of volatility was apparent when it posted mixed results for Q2 2026 on July 30.

Although earnings per share (EPS) came in 5 cents above estimates, revenue declined by nearly 6% year over year (YOY), missing analyst predictions by about $183 million.

Still, shares hardly budged in after-hours trading immediately following the report, reflecting the company's beta of 0.47.

As a regulated utility, Ameren tends to generate predictable earnings that are resilient in the face of competition.

At the same time, the firm's dividend is robust and reliable, with a yield of 2.7%, a payout ratio just below 54% and more than a decade of consistent increases.

Even if AEE shares are unlikely to deliver market-beating returns, their passive-income potential still stands out.

Waste Management Share Dip Is a Buy Opportunity for a Solid Dividend Name

As the largest waste collection and disposal company in the United States, Waste Management Inc. (NYSE: WM) generates consistent revenue thanks to its essential services. The company has a beta of 0.44, making it significantly less volatile than the broader market. Even so, shares have underperformed the broader market so far this year, returning about 3% year to date (YTD) compared with roughly 6% for the S&P 500.

Heading into August, investors may see a buying opportunity, as the company's Q2 2026 earnings report in late July prompted a modest sell-off in shares. This may be due in part to Waste Management's revenue miss: the company grew revenue by 4% YOY but still came in about $25 million below analyst predictions. EPS, on the other hand, topped predictions by 4 cents, thanks to strong performance in the company's recycling and renewable energy businesses.

Automation-related labor savings should help Waste Management cut costs, while higher recycling volumes may continue to provide a top-line boost. For Waste Management investors, however, a bigger draw may be the company's dividend. With a dividend yield of 1.7% and a durable, two-decade history of regular increases, the firm is a stalwart for passive-income investors. Its cash flow should allow this trajectory to continue for the foreseeable future.

Atmos' Earnings Trajectory and Stable Dividend Make for a Winning Defensive Play

Atmos Energy Corp. (NYSE: ATO) is a major natural gas distribution company that may stand out heading into August because of recent ratings activity. Analysts at Wells Fargo recently initiated coverage with an Overweight rating, while analysts at JPMorgan Chase recently boosted their price target for ATO shares. The company has been successful not only at deploying capital to expand its pipeline operations but also at quickly realizing earnings from those projects.

Steady earnings growth and a fairly stable price-to-earnings ratio make Atmos a reliable bet, while the company's beta of 0.60 means it is only slightly more volatile than the two firms listed above.

Like those companies, Atmos also has a compelling dividend profile for investors seeking a steady source of passive income. The company offers a dividend yield of 2.3% with a payout ratio just above 49%.

The company also has a strong annualized five-year dividend growth rate and a track record of more than 40 years of distribution increases.

If natural gas usage continues to grow because of demand from industrial and other sectors, Atmos could continue to appeal to investors for these same reasons for many years to come.

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