Hello there.

Welcome to Friday, boys. Time to see who steps up when the chips are down.

In this issue:

…Ain’t that a kick in the head. Turns out playing banker is the best way to stay in the game. Well, you know what they say: The house always wins. Now, let’s deal ‘em. 🃏

In partnership with Greenland Energy Company

Because the basin behind the ticker is ranked the 13th largest undeveloped oil accumulation in the world.

Envoy Media — Dr. Phil McGraw's distribution company — is producing Arctic Wildcatters, a six-part docuseries chronicling Greenland Energy Company (NASDAQ: GLND)'s October 2026 drilling campaign. Projected reach: 220M+ TV households across the U.S.

Behind the cameras: an 8,400+ km² onshore Arctic basin with the same Permian-Triassic geology that built the North Sea. 58 prospects mapped by Sproule. Up to ~13.0 billion barrels of gross un-risked prospective resources. Rights to earn a 70% working interest after funding/completing the first two exploration wells, subject to the farm-out terms*(OPW-1 and OPW-6); 80 Mile retains 30%.

Halliburton, IPT Well Solutions, and Stampede Drilling already engaged. Float locked post-deSPAC. Reported borrow rates near ~827%.

When a story this big needs a host, you pick Dr. Phil.

→ Learn more about the stock

*Filings indicate 50% after the first well and 70% after the second.

**This is a paid advertisement by Greenland Energy Company

America’s favorite mega-cap darling just got a reality check. Nvidia has now lost $1 trillion in market value in less than two months, and its stock price is lower than it's been since before ChatGPT made everyone lose their minds.

Paradoxically (or par for the course; you decide), Nvidia isn't actually doing worse. Their chips still power basically everything AI, and analysts keep raising their profit predictions. The stock just got so expensive so fast that investors started looking elsewhere for deals. Micron and AMD have been stealing the spotlight while Nvidia settles into the summer.

Plus, there may be a silver lining. Nvidia is now cheaper than the S&P 500 average. And Wall Street still thinks the stock could jump 50% in the next year. So if you missed the first rocket ship, this might be your second chance to grab a seat. Or… it might keep sliding. Nobody actually knows. We’re in chip country now, boys. Welcome to the wild west.

Sponsored by VWAV:

OpenAI just got a new $520 million credit line from Bank of America, and it's not just about the money. I mean, it is. It always is… But yeah, this is basically BofA sliding into OpenAI's DMs right before their big IPO.

Surprise, surprise, banks don't just hand out half-a-billion-dollar loans for fun. By lending money now, Bank of America gets to see OpenAI's financial situation up close, which puts them in pole position to help with the actual IPO later. And IPOs are where banks make the real cash through fees and advisory work. OpenAI is aiming for a valuation of over $1 trillion when they go public, so every major bank wants a piece of that action. Bank of America is apparently also trying to get similar roles with Anthropic and has helped raise almost $500 billion for AI companies since last year.

At a macro level, this is another sign that AI companies are graduating to Wall Street mainstays, despite news like Nvidia’s recent performance. The era of "maybe AI is just hype" is pretty much over when the second-biggest bank in America is writing nine-figure checks and fighting to be at the IPO table.

In this episode of The Best One Yet, the hosts unpack a week where Netflix struggles to compete for attention, a single trend forecast reshapes the World Cup, and Fiat bets that the future of transportation might actually be less car.

📻 Tune in to:

🎧 Listen on:

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake