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TRADE ALERT: Let’s lock in our energy profits

The last thing anybody wants is a war in the Middle East. 
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April 4, 2024 – Fidelis Insurance Group (FIHL) & Updates: (CCLP/KGS, PR, FANG)

On April 1st, Kodiak Gas Services (SYM: KGS) closed its purchase of CSI Compressco (SYM: CCLP).
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March 21, 2024 – CSI Compressco LP (SYM: CCLP)

This is an interesting story – and a heck of an opportunity.
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March 7, 2024 – CSI Compressco LP (SYM: CCLP)

The energy sector continues to be very good to us.
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October 26, 2023 – Diamondback Energy (SYM: FANG)

When the markets been this choppy in the past, I’ve avoided making recommendations for a week or two.
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May 28, 2021 – HRVSF (Updates FANG, COHR)

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March 19, 2021 – HIG (Updates QEP/FANG, COHR)

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March 12, 2021 – QEP

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Behind the Markets

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Behind the Markets
I’m back—and better than ever! After spending some time in Europe with my family, teaching my kids about the foundations of Western civilization, I came home to some powerful headlines. One story that really jumped out was from Barron’s, quoting Defense Secretary Pete Hegseth. His announcement about cutting red tape to unleash American manufacturing in the defense sector is music to my ears—and great news for us as investors. While I was trying to unplug (rare for me), I couldn’t help but notice the market reaction. Drone stocks like Kratos and AeroVironment jumped sharply—Kratos is now up 97% from our recommended price, and AeroVironment is up 115%. This is the kind of shift we’ve been preparing for. The Pentagon is finally starting to move faster, and it's giving new life to small defense contractors who were previously shut out by a painfully slow approval process. But here’s what most people missed: this isn’t just an American story. Europe is seeing the same renaissance in defense spending, and that opens the door to a second wave of opportunity. We’ve put together a special report highlighting the top American and European defense stocks still flying under the radar—but not for long. As always, I’m grateful to be back with you. This is a truly exciting time for investors who understand the future of warfare is distributed, intelligent, and autonomous. Make sure you don’t miss this moment. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LlBwa3lXZkl5cE8w

Dylan Jovine | New Era of Warfare = New Wealth

Good morning — Dylan Jovine here with Behind the Markets. Lately, we’ve been diving deep into this monumental shift happening right before our eyes: the move from AI to what I call the EI era — Embodied Intelligence. It’s one thing to have AI on your screen, but it’s a whole different world when that intelligence jumps into physical form. Robots, smart devices, delivery bots — it’s all coming, and it’s going to change every corner of our lives. In today’s video, I broke down my personal top 7 ways robots are going to impact our daily routines, industries, and even our relationships. From home assistants that actually fold your laundry to fitness bots correcting your form, eldercare robots helping with medication, and even robotic pets offering companionship — it sounds like science fiction, but it’s already starting to happen. The EI era isn’t a theory anymore; it’s a business reality that’s going to hit fast and hard. And while some of these ideas still sound wild to me (I’ve seen too many Terminator movies to let a robot cook my dinner), there’s no denying which industries are going to adopt them first. The ones where they can save the most money. Warehousing, security, delivery — those are coming sooner than you think. In this episode, I explain exactly why, and how it all ties back to data centers and nuclear-powered infrastructure keeping it running. I also talk about how companies like Tesla are already using embodied intelligence today, and why this shift is going to unlock entirely new markets. If you haven’t checked out our brand new video and report on EI, make sure you do. This is one of the biggest investment opportunities I’ve seen in 20 years — and you’ll want to be ahead of it. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3Ljc0QldaU3FIejNr

Dylan Jovine | The Future of EI: Robots Will Change Our Lives

Hey everyone — Dylan Jovine here with Behind the Markets. In today’s video, we’re diving deeper into a story most people still haven’t connected the dots on: the rise of embodied intelligence. It’s not just about AI anymore. It’s about AI stepping off your screen and into the real world in the form of intelligent robots — and it’s happening right now, faster than anyone expected. We talked about Tesla’s Robotaxi yesterday, but today I’m sharing a few other jaw-dropping examples. Did you know the White House is already using a robot dog called Unitree B2 to patrol the grounds? And Tesla’s humanoid robot, Optimus, is set to roll out this September. Companies are investing billions in home health aide robots, robotic warehouse guards, and factory workers — and these aren’t novelty toys. These are real, functional, cost-saving, task-performing robots that are about to flood the market. I get it — it sounds wild. I grew up watching clunky, useless robot demos and sci-fi movies. But this isn’t sci-fi anymore. This is the EI Era, and it’s officially underway. And when you realize what kind of data, power, and infrastructure this new world requires, you start to see exactly where the smart money is headed. We’ve put together a special report breaking down what’s coming, which companies are positioned to win big, and where the smartest investment opportunities are right now. Check it out — because whether you like it or not, the robot revolution is here. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LnVjUkpQOGNtWTA4

Dylan Jovine | Embodied AI Is Here — The Robot Revolution Begins in 2025

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TRADE ALERT: Let’s lock in our energy profits

The last thing anybody wants is a war in the Middle East. 
Learn More

April 4, 2024 – Fidelis Insurance Group (FIHL) & Updates: (CCLP/KGS, PR, FANG)

On April 1st, Kodiak Gas Services (SYM: KGS) closed its purchase of CSI Compressco (SYM: CCLP).
Learn More

March 21, 2024 – CSI Compressco LP (SYM: CCLP)

This is an interesting story – and a heck of an opportunity.
Learn More

March 7, 2024 – CSI Compressco LP (SYM: CCLP)

The energy sector continues to be very good to us.
Learn More

October 26, 2023 – Diamondback Energy (SYM: FANG)

When the markets been this choppy in the past, I’ve avoided making recommendations for a week or two.
Learn More

May 28, 2021 – HRVSF (Updates FANG, COHR)

Learn More

March 19, 2021 – HIG (Updates QEP/FANG, COHR)

Learn More

March 12, 2021 – QEP

Learn More

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