Texas Pacific Land gets a tailwind for its royalty stream as oil spikes on renewed Iran tensions. The stock fell from about $450 to $375 on fear tied to a headline about a major shareholder, not anything fundamental. Its water-treatment business is a growth story most investors are not yet pricing, with a national-security angle on top. A pullback near $400 would be a buying opportunity. x.com  x.com 

Texas Pacific Land is the best royalty business in the world. x.com 

Texas Pacific Land is not a buy here because energy is much closer to a top than a bottom in terms of panic. It would need to fall about $100 further, or energy stocks would need to drop back to earlier lows, before it is worth buying. Energy should be bought amid pessimism and belief in a never-ending glut, typically after an economic calamity sends oil down big, not during a war with Iran. @jc_tricky counters that the energy sector's breakout above 20-year resistance makes those lows unlikely. … Show more

Texas Pacific Land is the ultimate toll booth stock, collecting royalties when others drill on its 900,000 Permian acres while oil companies spend billions drilling wells and fighting decline. Its fast-growing water business also scales with Permian drilling activity, making it a boring bargain that helps investors sleep at night. x.com 

Texas Pacific Land, Canadian Natural Resources and GTT stand out in energy because they have real competitive advantages in a sector of commodity price-takers. Texas Pacific Land owns land and collects royalties at 90%+ margins with almost no costs. Canadian Natural has decades of reserves and the industry's lowest decline rates, so it can generate cash even when oil prices tank. GTT is a true tech monopoly with 90% of its market: anyone moving LNG by sea pays it. x.com 

LandBridge is one of the most overlooked AI infrastructure plays, since AI data centers need land, power and fiber and it owns over 270,000 acres in the Permian. The land earns recurring lease revenue at 99% gross margins, which could make it a quiet compounder like Texas Pacific Land; the stock is coiling in a tight 20-month base. Converting from a Delaware LLC to a Texas corporation could ease index inclusion and broaden ownership, a positive but not a reason to buy alone. x.com  x.com  x.com  … Show more

NUAI could become very valuable by delivering the power AI data centers increasingly struggle to secure. Its 493-acre TCDC campus near Odessa, Texas plans 207 MW, then 550 MW, and up to 1.4 GW long term. The first two phases use behind-the-meter generation without ERCOT interconnection, in a Permian Basin site with gas, fiber and water. Permits are advancing, and power delivery could start by end-2027. It still needs a credible anchor tenant to prove demand, making it a small, speculative bet. … Show more

SpaceXAI could add secured, connected compute in Texas, where it is exploring a major data center expansion. It aims to deploy compute there at a scale similar to or greater than its gigawatt sites in Memphis and Mississippi. x.com 

Bitcoin miners and data-center operators that already control power, sites and interconnection, including IREN, Cipher Mining, Riot Platforms, Hut 8 and MARA, just became more valuable as Texas severely constrains new data-center capacity. Governor Greg Abbott says no new data centers are coming on board and they must not take power or water needed by communities; only projects bringing their own will clear. Regulators have under 10% of the data they need, and no special session is set. x.com  … Show more

Big Digital looks significantly undervalued and should pop on deals. Per Big Digital, its Texas Load House site in Hood County has 17 MW live with a near-term path to 111 MW, subject to ERCOT. Tensor IQ is the offtake on that 17 MW for 7,748 Nvidia B300s targeted for Q2 2027, subject to definitive agreements, with indicative 15-year power-lease revenue of about $546 million at full utilization. x.com