| | Good Thursday — here's what actually matters today. | The "Smart Money" is buying its own stock. | While the market obsesses over the Fed, one education company just authorized a buyback so large it could retire half its outstanding shares. We are tracking this "94 Score" anomaly, along with the "Forgotten Coal Town" that Nvidia is funding to power the AI revolution. | Plus: Goldman Sachs and BlackRock just crushed earnings, proving that the "Deal Economy" is back. |
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| 🎓 The "94 Score": Grand Canyon Education | | Wall Street missed this one. | The Anomaly: Grand Canyon Education (LOPE) just authorized a $2.55 Billion share repurchase program.
The Context: With a market cap of ~$4.8 Billion, this buyback represents ~53% of the entire company. This is virtually unheard of.
The Catalyst: In December, the Department of Education finally recognized Grand Canyon University as a Nonprofit. This ends years of legal battles and unlocks massive value. | 🎯 Actionable Trade: The "Buyback" Long | Ticker: Grand Canyon Education (LOPE) Catalyst: The $2.55B buyback provides a relentless "bid" under the stock for years. Target: $220.00 (Previous Highs).
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| | | | (Sponsored by Stansberry Research) | I recently did something controversial. | I stopped listening to analysts. I stopped watching CNBC. | Instead, I fed thousands of stock tickers into a proprietary AI grading system my team and I built. | We call it "The N.E.W. System." It analyzes trillions of data points to rate stocks from 0 to 100. | The results were shocking. | It rated Tesla and Amazon as "overhyped." | But then, it found an anomaly. | A quiet, overlooked company in the education sector lit up the board with a score of 94. | Why? | Because while other companies burn cash to build AI, this company uses AI to print cash. It has authorized a $2.55 billion buyback program7—that's nearly 55% of its entire market cap!8 | When a company buys back half its own stock, you need to pay attention. | My system detected this signal before Wall Street. Now, I'm giving you the data. | Click here to see the full analysis of the "94 Score" stock.
7https://www.webull.com/news/14034180615980032#:~:text=The%20expanded%20US$2.55%20billion,increase%20from%20$236.5%20million%20today. | 8Market Cap as of 2:43PM on 1/7/26: 4.762B 4.762/2.55 =0.535489…s |
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| | ⚛️ TerraPower: Nvidia's Energy Bet | | The Project: TerraPower (Bill Gates' company) just received the permit to build its "Natrium" reactor in Kemmerer. It will replace a dying coal plant.
The Backer: In June 2025, Nvidia (NVentures) invested in TerraPower's $650M funding round. Jensen Huang knows that AI data centers need 24/7 nuclear power, not just wind and solar.
The Partner: Since TerraPower is private, the "Pick & Shovel" play is Centrus Energy (LEU), which has the contract to supply the HALEU fuel. | 🎯 Actionable Trade: The "Fuel" Play | Ticker: Centrus Energy (LEU) Logic: TerraPower's reactor needs "HALEU" fuel. Centrus is the only US company licensed to make it. Target: $75.00 as construction begins in 2026.
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| | | | (Sponsored by Brownstone Research) | I just took a trip to a forgotten coal town in Wyoming's high desert: Kemmerer. | | We brought the cameras. | What we found inside a plain-looking building on the edge of town… shocked me. | | This changes everything. | Click here to see what we caught on camera in Kemmerer | See it before this investigation comes down. | |
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| | 🏦 Earnings: Goldman & BlackRock Win | | The "Masters of the Universe" are back. | Goldman Sachs (GS): | | BlackRock (BLK): | | 🎯 Actionable Trade: The "Deal" Leader | |
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| | 💰 IRS Loophole 408(m): The "Gold IRA" | | Most IRAs ban "collectibles." But there is a loophole. | The Code: IRS Section 408(m)(3) allows specific precious metals (like American Eagles) to be held in an IRA if they meet purity standards and are held by a trustee.
The Opportunity: With gold holding above $4,600/oz this morning, this strategy allows investors to swap "Paper Assets" (Stocks) for "Hard Assets" (Gold) without triggering a tax event. | 🎯 Actionable Trade: The "Paper" Gold | Ticker: Sprott Physical Gold Trust (PHYS) Why: If you can't do a physical IRA, PHYS is the next best thing (fully allocated/redeemable). Trend: Bullish Trend > $4,600.
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| | | | (Sponsored by Allegiance Gold) | Did you know there's an IRS loophole—408(m)—that lets you pull monthly or weekly income from your 401(k), IRA, TSP or 403(b) completely tax-free? | Most Americans have never even heard of it. Yet the wealthy use it to shield gains, avoid penalties and stay fully invested—while everyone else sits exposed. | This isn't a theory. It's a legal, IRS-approved strategy that can put a second, tax-free paycheck in your pocket—no cash conversion, no red tape, no catching penalties. | Grab your FREE 408(m) Guide now | |
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| | 📉 Jobless Claims: The "Labor Hoarding" End? | | Initial Jobless Claims came in at 212,000 (Consensus). | The Shift: While the number looks low, the "Labor Hoarding" era is fading. European data shows companies are finally starting to trim staff they held onto during the pandemic.
The Risk: If claims break above 230k, the "Soft Landing" narrative cracks. For now, the labor market is bending but not breaking. | 🎯 Actionable Trade: The "Safety" Watch | Ticker: TLT (20+ Year Treasury) Signal: If Claims spike in coming weeks, BUY TLT. Bonds will rally as recession fears return.
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| | 📋 Today's Trade Cheat Sheet | A quick summary of the opportunities on our radar today: | Ticker | Theme | Bias | Action | LOPE | 55% Buyback | 🟢 Bullish | Strong Buy | LEU | Nuclear Fuel | 🟢 Bullish | Long Hold | GS | M&A Recovery | 🟢 Bullish | Buy Dips | PHYS | Gold IRA | 🟢 Bullish | Trend Following | TLT | Labor Weakness | 🟡 Defensive | Watch for spike |
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| | POLL — The "Nuclear" FutureNvidia is investing in Nuclear. Do you own any Uranium stocks? | |
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| | Disclaimer: The content provided in this newsletter, including all "Actionable Trade" sections and specific ticker mentions is for informational and educational purposes only and does not constitute financial, investment, or legal advice. | All investments involve risk, including the potential loss of principal. "Actionable Trades" are hypothetical ideas based on market commentary and should not be interpreted as specific recommendations to buy or sell any security. Past performance is not indicative of future results. You should always conduct your own due diligence and consult with a qualified financial advisor before making any investment decisions. |
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