This Landowner Just Found a New Kind of Oil

This West Texas land giant has always made money the old-fashioned way: drilling rights, water royalties, and patience. Now it’s plugging into the AI economy.

A fresh partnership with a data center developer backed by Silicon Valley royalty is rewriting its story, and giving investors a reason to see land, water, and compute as three sides of the same profit triangle.

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AI Opportunities Before Everyone Notices

A powerful shift in America’s AI landscape is underway, and a new group of companies is positioned to benefit.

A free report reveals 9 AI-driven operations showing strong revenue trends and real domestic expansion.

These picks come from sectors seeing faster adoption, lighter regulatory pressure and growing infrastructure demand.

Investors watching early indicators may find the timing advantageous.

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Devon Energy | DVN

Price: $35.72

Devon is quietly regaining its swagger. The stock’s up double digits this year as oil stabilizes and analysts keep raising targets.

Citi just bumped its price goal to $44, joining a chorus of bullish notes from UBS, Mizuho, and Morgan Stanley. 

Devon’s cash discipline, steady production from the Permian, and modest 2.6% dividend make it a blend of yield and torque, the kind of setup traders like when crude stops falling.

Under the hood, Devon is still a free cash flow machine with manageable debt and strong reserves. The market’s just starting to notice again.

Why it matters for you: With energy sentiment thawing and production steady, DVN could ride any tailwind in oil prices back toward the mid-40s, a solid risk/reward for patient investors.

ConocoPhillips | COP

Price: $92.23

Conoco is looking like the adult in the energy room: calm, cash-rich, and strategically nimble.

It’s balancing exploration with disciplined shareholder returns, boasting a 3.3% dividend and $5.8 billion in free cash flow. 

Analysts are split between cautious optimism and quiet confidence, but the company’s long-term projects, like Willow, keep it in the conversation for global energy leadership.

COP’s recent pullback looks more like digestion than distress, especially with oil prices hanging near profitable levels.

The market just needs a catalyst to remind it that steady profitability can be sexy, too.

Why it matters for you: For anyone who likes income with a side of global scale, Conoco still checks the boxes, even if the headlines are louder elsewhere.

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Vistra Corp | VST

Price: $166.17

Vistra’s chart is starting to look like a power grid itself with big surges, occasional brownouts.

After a monster multiyear run, the stock cooled off on a JPMorgan target cut and insider selling headlines. 

Still, the fundamentals haven’t changed: Vistra’s exposure to electricity demand from AI data centers keeps it at the center of one of the hottest themes in U.S. energy.

The short-term jitters? Probably just altitude sickness.

Capacity auction results this week could provide a reality check (or a rocket), depending on pricing. Either way, the power play narrative isn’t going anywhere.

Why it matters for you: If you missed the early AI power trade, watch for dips like this, as Vistra’s volatility may be the toll you pay for front-row exposure to data-driven electricity growth.

GE Vernova | GEV

Price: $639.43

GE Vernova is proving that the industrial comeback isn’t just talk.

Wells Fargo just hiked its target to $831 on the back of higher turbine and electrification demand, and the company keeps delivering on both revenue and margin growth.

Gas turbine deliveries are booming, grid equipment sales are rising, and analysts now see EPS tripling by 2028.

The only catch is it’s no longer cheap, up 80% this year and trading north of 100x earnings.

But Wall Street’s message is clear as GEV is becoming a pure play on the world’s power transition, and the momentum still looks strong.

Why it matters for you: As the energy grid modernizes and global electrification accelerates, GE Vernova is morphing into a must-watch compounder for the next decade.

Texas Pacific Land | TPL

Price: $895.42

TPL ripped higher after announcing a partnership with Bolt Data & Energy, co-founded by former Google CEO Eric Schmidt, to develop massive AI data center campuses across its acreage in West Texas.

It’s not abandoning its roots, as TPL still earns from royalties and water, but it’s adding a high-tech layer: power and compute infrastructure.

The deal gives TPL a right of first refusal to supply water to these projects and an equity stake in Bolt, a rare double dip that could turn its land portfolio into AI infrastructure without the company ever needing to build a server.

It’s an unexpected synergy: energy and data both need huge power footprints, and TPL owns the land where that future gets built.

With a stock split ahead and a new tech narrative brewing, this dusty royalty trust just got a sleek AI makeover.

Why it matters for you: TPL’s edge is scarcity, vast land, power access, and water rights.

If AI infrastructure keeps expanding inland, these assets could become some of the most valuable “picks and shovels” in the digital economy.

📊 Stat of the Day: 66% → 2%

Recession odds on Polymarket have gone from 66% to just 2% in eight months.

The economy’s not just dodging a downturn, it’s outpacing expectations, with the Atlanta Fed now projecting 3.9% GDP growth for Q3.

Between cooling inflation, falling unemployment fears, and a stronger consumer base, the recession that never came might go down as 2025’s biggest market surprise.