LandBridge & Texas Pacific Land: The Picks-And-Shovels Of The West Texas AI Boom
· seekingalpha.com
Texas Pacific Land is shifting to an AI data center land play, but its valuation prices in too much GW growth. Read why TPL stock is a Sell and LB stock is a Buy.
My primary focus is the oil and gas industry. When I started researching Texas Pacific Land ( TPL ), I assumed I was analyzing an oil royalty company. After a s...