 Dear Reader, I believe what's inside these strange white crates will go down as Elon's greatest ever invention. 
They are part of a new "super startup" that Elon is incubating within Tesla itself. This new super startup has nothing to do with electric vehicles, space, social media, crypto, biotech, robots or AI… In fact, 99.99% of Elon's followers have no idea about it… It's quietly buried in financial statements, already putting billions in his pocket... $12 billion in 2025 alone. And that's just the beginning. Because according to Adam O'Dell, the analyst who recommended Palantir before it became the top performer in the S&P 500… As Adam shows here, it's at the center of what Blackstone, one of the world's largest asset managers, calls: "A $23 trillion investment opportunity". And yet… virtually no one is reporting on this story. You won't find any pundits discussing it on Fox Business or CNBC. And you certainly won't read about it in the pages of the Wall Street Journal or the New York Times. But that won't last long. Because when the news gets out about what's inside Elon's crates, and what they can do, it's going to be everywhere — from Fox News to your family's group chat. Which is why Adam believes that anyone who understands what's going on here, and positions themselves before July 22, could walk away wealthier than they ever thought possible. Go here now for the story. Regards,
 Adam O'Dell
Chief Investment Strategist, Money & Markets P.S. In this briefing, I also give away the name and ticker symbol of one of my top picks to play this new Elon opportunity — completely free. Go here to watch it now.
Special Report
Seagate Technology Stock Surges as Earnings Beat Silences AI DoubtersReported by Sam Quirke. Date Posted: 7/29/2026. 
Key Points
- Seagate’s earnings report showed that AI-driven storage demand remains strong despite the stock’s recent pullback.
- The company’s guidance came in well above Wall Street expectations, suggesting momentum is still accelerating.
- Investors will be watching whether high-capacity drive demand can keep supporting margins after a massive year-to-date rally.
- Special Report: Sell these "safe" blue chips immediately
Seagate Technology (NASDAQ: STX) has recently been caught in a brutal sell-off, with shares tumbling more than 20% as investors fled anything tied to the artificial intelligence (AI) trade. Even after that pullback, the stock remains up more than 170% year to date, leaving it more exposed than most as concerns mounted that the AI-driven storage boom could be losing momentum. Seagate's Q4 fiscal year 2026 earnings report, however, offered a resounding answer to the doubters. Not only did the company comfortably beat expectations for the latest quarter, but its guidance for the period ahead also surpassed Wall Street's expectations by a wide margin. The results reinforced the idea that the storage boom—and Seagate’s rally—still have plenty of room to run.
The market’s initial verdict says it all. After a sharp pre-earnings sell-off, the stock’s positive reaction to the report suggests investors may have been too quick to write off the AI storage trade. Seagate’s Results Show the Storage Boom Is Still IntactThe headline numbers left little room for argument. Seagate delivered earnings well ahead of consensus as revenue climbed nearly 50% year over year, comfortably surpassing estimates. The reason behind that strength is exactly what the bulls have been pointing to all along, and CEO Dave Mosley echoed it. He cited robust cloud data center demand and disciplined execution, along with durable long-term demand for the mass-capacity storage that Seagate specializes in. In other words, the explosion of AI is creating a seemingly relentless need to store enormous quantities of data, and Seagate is well positioned to capture that demand. Just as importantly, the company's newest high-capacity technology is allowing it to scale shipments profitably. That combination of surging demand and an improving product mix is precisely what has underpinned the margin expansion story that has excited investors. The Technology Behind Seagate’s AI Storage EdgeBehind all of this is the cutting-edge technology that has quietly become Seagate's biggest advantage. Its latest generation of hard drives uses a new recording method that packs far more storage onto each disk, allowing the company to deliver the enormous capacities AI data centers require without a corresponding increase in cost. This is what separates Seagate from a business that’s simply selling more of the same product. Every increase in density means more storage shipped from the same footprint and at a better margin, which could continue to benefit the stock. Seagate’s Guidance Strengthened the Bull CaseAs strong as the quarter's headline numbers were, it was the company's outlook that truly caught investors' attention. Seagate guided to revenue of around $4.1 billion for the current quarter, comfortably ahead of the $3.78 billion analysts had expected. The earnings guidance was even more striking, with the company calling for roughly $7.30 in non-GAAP earnings per share, compared with a consensus estimate closer to $5.63. That represents a substantial upside to expectations. This is the crux of why the report will be reassuring for anyone who has worried that the storage rally has run its course. Seagate is not merely riding a temporary spike in demand. It's telling investors, in the clearest terms available, that this momentum is accelerating. Seagate’s Rally Still Has to Prove It Can LastThe analyst community had been overwhelmingly positive going into the report, with firms such as Wells Fargo and Citigroup raising their price targets in recent weeks. That optimism is unlikely to change anytime soon. Citigroup's fresh $1,300 price target is particularly noteworthy given the substantial upside it implies from recent trading levels. Between those updates and the stock’s positive post-earnings reaction, it’s easy to see why the overall consensus rating on the stock is a Moderate Buy. For investors weighing the opportunity, Seagate’s latest earnings report has done exactly what it needed to. The storage boom that powered its remarkable run through the first half of the year shows no sign of running out of momentum. The margin story is developing as the bulls predicted, and management's guidance points to additional strength ahead. Considering the stock is still trading well below its recent high, this post-earnings window could be an opportunity for investors looking to take advantage.
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