Author: Brad Thomas, Wide Moat Research

Even though shares have returned about 18% year-to-date, the way I see it, this company is poised for growth no matter what tariff tensions, military conflicts, or AI surprises are headed our way.

Both names could post a 15%-20% total return through 2026.

It could be the only AI bargain.

Paying yields of 5.7% and 6.8%, they’re both mission-critical and are hard to ignore once you know they exist.

With a fortress balance sheet, investors are looking at a definitive margin of safety.