A Stock to Buy Today

Let’s start in the present day with a fast, free inventory suggestion that our macro investing knowledgeable Eric Fry believes might develop right into a 1,000%+ winner…

In the event you dwell within the Pacific Northwest, you already know this beloved chain – Dutch Bros Inc. (BROS).

This fast-growing espresso joint has already surpassed 1,000 shops and plans to broaden to 4,000 – 7,000 over the following decade. Right here’s Eric with extra on why it’s rising so quickly:

In the event you learn a Reddit message board about this firm or speak to anybody who frequents one in all its shops, you notice rapidly that Dutch Bros is just not merely a spot to purchase espresso to go; it’s a vacation spot.

Its product choices and total vibe elicit the identical form of cult-like devotion that Chick-Fil-A or In-N-Out do.

However recognition alone doesn’t create a 1,000%+ inventory. What about its economics?

From Eric’s unique Dutch Bros suggestion to his Funding Report subscribers:

Every location is a profit-spinning machine.

Within the second quarter of 2024, the typical company retailer (which incorporates newly-constructed ones) added $149,000 in quarterly gross contribution.

…Tough back-of-envelop calculations counsel that new places are breaking even in beneath three years…

Dutch Bros plans to extend its retailer footprint by 27% over the following yr, and can achieve this with a mix of current money flows and cash-from a $150 million debt issuance within the first quarter.

Related internally-driven progress charges might come up going ahead, which implies Dutch Bros will develop exponentially till it lastly saturates its related markets, maybe someday within the 2030s.

Funding Report subscribers are up 79% to date, however Eric believes we’re nonetheless early on this progress story, calling Dutch Bros. “a 10-bagger alternative hiding in plain sight.”

Why Eric is looking for a 10-bagger: Apogee

Eric’s first ever inventory selecting algorithm – referred to as Apogee – noticed Dutch Bros in July 2024.

Apogee’s aim is to determine the shared traits of Eric’s 41 totally different inventory suggestions that went on to climb 1,000%+, so we might replicate their success.

Again-testing Apogee towards 14,000 shares and 31 years of market historical past produced spectacular outcomes:

• A 72%-win charge, and
• A mean achieve of 308% on these winners.

Final week, Eric coated all this – in addition to the 5 traits which might be present in his 10X winners – in a dwell broadcast. The free replay is still available here, however just for one other few days.

And in the event you just like the Dutch Bros thought, Eric provides away 5 further Apogee suggestions – ticker symbols and all – freed from cost within the replay.

You can catch it all right here.

May Bitcoin attain $1 million inside the subsequent decade?

That’s the newest prediction from the Winklevoss twins final week, house owners of the crypto change Gemini.

At first look, that seems like one other dose of crypto hype. But when we take a look at this logically, the trail to $1 million isn’t that loopy.

Immediately, Bitcoin’s market cap sits round $2.3 trillion. With roughly 19.9 million cash in circulation, attending to $1 million per coin would require a market cap close to $20 trillion – roughly a 9X improve.

I believe the Winklevoss twins didn’t pull that quantity from skinny air. It’s in the identical ballpark because the estimated worth of all of the world’s above-ground gold (within the $20–25 trillion vary).

Now, take into account this…

Within the early 2000s, gold’s complete market cap was beneath $2 trillion.

Immediately, that market cap has swelled to nearly $25 trillion – about 10X progress over barely greater than 20 years.

Is it truthful to match Bitcoin to gold?

Sure:

• Like gold, Bitcoin is scarce and can’t be conjured up at will
• It’s decentralized
• It affords potential inflation safety
• It’s more and more being handled as a retailer of worth as its volatility slowly eases

On high of that, Bitcoin has distinctive tailwinds:

• Institutional traders are leaping in, aided by ETF entry
• Public corporations are holding BTC on their steadiness sheets
• Some governments are adopting it as authorized tender
• And coverage sentiment towards crypto is regularly turning extra constructive

Put all of it collectively and – sure – it’s not loopy to make the connection between gold and Bitcoin.

And to cussed skeptics who declare that Bitcoin is worthless as a result of it does nothing, generates zero money flows, and derives its worth purely from emotion – congratulations, you simply described gold.

What concerning the timeframe for 10X returns?

Trying forward in the present day, can Bitcoin climb 1,000% in roughly half the time it took gold?

That’s extra of a stretch – but it surely’s not inconceivable.

• World debt has ballooned previous $315 trillion
• Central banks proceed to lean on cash printing in occasions of disaster
• Most developed nations face detrimental demographics (so an acceleration of debt is probably going within the playing cards)
• Inflation will stay a persistent menace.

Not like gold (which could be mined), Bitcoin is constructed on absolute shortage – there’ll solely ever be 21 million cash. Plus, Bitcoin is a depreciatory asset. Think about how folks lose their crypto passkeys so their Bitcoin holdings are successfully gone ceaselessly.

So, if historical past tells us that gold 10X’d throughout 20 years of financial enlargement, then it isn’t loopy to think about Bitcoin doing the identical within the decade forward – particularly as international governments proceed to print-and-spend us into oblivion inflicting traders and establishments to search for property that may’t be diluted.

Backside line: $1M Bitcoin in a decade would require all the pieces to go completely for the crypto, however given in the present day’s debt, inflation, and money-printing atmosphere, it’s potential.

And, maybe extra realistically and importantly, even when it “solely” climbs to say, $500K, I doubt we’ll be complaining.

Is gold’s rise alongside bullish inventory costs a pink flag?

Gold has been a standout performer in 2025, climbing roughly 39% year-to-date.

Over the past month, it’s gained one other 9%, buoyed by expectations of U.S. charge cuts, a softer greenback, and lingering inflation and geopolitical issues.

To be clear, gold isn’t simply rising – it’s hitting contemporary all-time highs, setting information greater than 30 occasions this yr. And this has occurred whereas shares have been hitting their very own all-time highs.

That’s uncommon.

Gold is meant to languish when traders allocate into “danger on” property like shares searching for higher returns. And the truth that this isn’t taking place has our expertise knowledgeable Luke Lango suggesting warning.

Let’s go to his Day by day Notes in Innovation Investor:

Each gold and shares are making new highs collectively proper now.

Since 1970, that’s solely occurred 4 different occasions. In most of these situations, the market hit turbulence inside months. Does that imply we’re doomed?

No.

Nevertheless it does imply traders ought to resist the temptation of blind greed. Keep bullish, however hold your wits about you.

Backside line: the short-term setup (next few weeks) is great, the medium-term story (next few months) is fantastic, however the long-term (subsequent few years) requires vigilance. For now, keep lengthy, keep sturdy, and keep prudent.

As we’ve detailed in different Digests, Luke believes we have now one other 12-18 months of bull market – particularly in main AI stocks – earlier than we flame out. So, make investments correctly – staying with bullish momentum in the present day in each property – however acknowledge the rising danger.

Right here’s Luke’s closing takeaway:

To make sure, gold and shares have been hitting report highs collectively ever since late 2023, so this isn’t a brand new phenomenon.

However historical past suggests it’s an unsustainable one. One thing to look at…

Lastly, searching for large returns quick?

Then it’s best to take into account shares which might be potential takeover targets.

When acquisition rumors or affords floor, share costs usually leap because the market anticipates a premium buyout.

As an example, since final Wednesday, Warner Bros. Discovery’s inventory has spiked 54% following stories that Paramount Skydance is getting ready a majority-cash takeover bid.

So, how do you discover these takeover candidates?

Nicely, veteran dealer Jonathan Rose simply put collectively an inventory of them, and he’s letting me share two names with you.

Earlier than these particulars, for newer Digest readers, Jonathan is the newest analyst to affix our InvestorPlace household.

He earned his stripes on the Chicago Board Choices Alternate, going toe-to-toe with among the world’s most aggressive and profitable moneymakers. He’s made greater than $10 million over the course of his profession, cashing in on bull markets, bear markets, and all the pieces in between.

Returning to these potential takeover corporations, right here is Jonathan’s current M&A Watchlist:

Qualys (QLYS)

• What they do: Cybersecurity targeted on compliance and monitoring.

• Why a goal: Sector consolidation + activist stress.

• What’s taking place: Reported to be weighing affords after takeover curiosity.

• Why care: With a $130 inventory worth, any deal might push it towards $170+

SentinelOne (S)

• What they do: Subsequent-gen endpoint safety, competitor to CrowdStrike.

• Why a goal: Growthy asset in scorching cybersecurity, however nonetheless unprofitable.

• What’s taking place: Rumors Palo Alto Networks checked out a deal ($7–$10B).

• Why care: If a deal ever comes, might worth shares at $23+, vs. $17 in the present day.

And right here’s Jonathan’s big-picture commentary for his whole record of takeover candidates, together with Qualys and SentinelOne:

• Why now: Activist stress, bankers being employed, and rejected bids imply these shares are in play.

• commerce: Search for premiums of 30%+ if offers shut. Choices is usually a technique to seize upside, however danger is excessive if no deal occurs.

• Danger notice: Rumors don’t all the time flip into actual affords—be selective and measurement rigorously.

We’ll proceed monitoring and can report again. However Jonathan is likely one of the finest within the biz for recognizing these alternatives, so proceed your self on the within monitor.

And keep in mind, you’ll be able to catch Jonathan and get his newest market concepts – completely free – every single day the market is open at 11 a.m. ET in his Masters in Buying and selling: Stay broadcasts. You can sign up right here.

We’ll hold you up to date on all these tales right here within the Digest.

Have night,

Jeff Remsburg