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[3 of 3] Collect Income From AI’s #1 Energy Partner

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Editor's Note: For AI to survive, it needs massive amounts of three things: land, water, and energy.

There's one company that's been sitting on all three for over a century.

It's already outperformed Apple, Amazon, and Microsoft since 2000, turning $1,000 invested into $556,454... but Chief Income Strategist Marc Lichtenfeld says, "I believe the next 25 years could be even more profitable."

He explains why here.

- James Ogletree, Senior Managing Editor

Collect Income From AI's #1 Energy Partner

Marc Lichtenfeld, Chief Income Strategist, The Oxford Club

Marc Lichtenfeld

Everyone knows the giant companies supporting AI. Nvidia (Nasdaq: NVDA), Microsoft (Nasdaq: MSFT), and Alphabet (Nasdaq: GOOG) are just a few of the household names.

At this point, those Mag 7 stocks are crowded trades.

To make money from AI, investors have to look in places where most others haven't.

In Parts 1 and 2 of this series, I discussed companies that own land and water rights, which will be important to data center build-outs.

But it all starts with energy.

Without cheap, reliable energy, data centers don't run, and AI (as well as many other technologies) lies dormant.

We're going to need a lot of energy.

OpenAI said that in the next eight years, it wants to build 250 gigawatts of new computing power. No big deal - just 20% of all of America's current electricity-generating capacity.

The electricity generator to take note of is Black Hills (NYSE: BKH). Based in Rapid City, South Dakota, it serves 1.35 million customers in eight states, including Wyoming, which is becoming a hotbed for data center construction.

It is also in the process of acquiring NorthWestern Energy (Nasdaq: NWE), which will add an additional 800,000 customers.

Black Hills counts tech giants Microsoft and Meta Platforms (Nasdaq: META) among its data center clients. It will also supply electricity for a new 115-acre data center campus in Cheyenne.

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The regulatory framework under which Black Hills operates allows it to provide low-cost electricity to data center operators - an important fact considering that the president wants data centers to pay higher prices for electricity.

Black Hills also pays a solid 3.9% dividend yield and has raised its dividend every year since 1971. That's an impressive track record.

The company just raised its dividend last week to $0.703 per share. Shareholders of record as of February 17 will receive their dividends on March 1.

Black Hills is a great way to generate income while owning a company that feeds the data centers what they're hungry for: energy.

However, if you're looking for the best way to play all three resources that AI needs to operate - land, water, and energy - be sure to check this out...

It's one company that dominates in all three areas, and it has a 25-year track record that would make Warren Buffett jealous.

Since 2000, its average annual return is a tremendous 29% per year. (And that was mostly before the surge in AI.)

Click here for details on what I call "the 29% Account."

Good investing,

Marc

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