“OpenAI Signed a 25-Year Contract. You Can Collect On It Every 90 Days.” That is the headline from Angel Investment Research, fronted by analyst Jason Williams and attached to the paid publication The Wealth Advisory.
The pitch says OpenAI has committed to a long-term power deal, while the company behind it has a dividend record stretching back 79 years. The offer’s stated deadline is November 15.
We identify the stock below with high confidence: 96 out of 100. The filings and company disclosures line up unusually well with the promotion’s clues.
What the promotion gave away
The giveaway is a very specific bundle: a utility with 79 consecutive years of quarterly dividend payments that never fell below the prior quarter, 25 straight years of annual increases, an $81 billion five-year capital plan, more than 17 gigawatts of large-customer agreements, and roughly 1.2 gigawatts of current data-center load.
Then comes Project Camellia, a 3.2-gigawatt, 25-year OpenAI agreement on roughly 1,400 acres near Savannah. The same pitch is also branded as “The AI Royalty” and “AI Royalties.” Those names refer to the same offer.
The stock behind AI Royalty
The headline stock is Southern Company, ticker SO. The strongest clue is Georgia Power’s own announcement of a 25-year agreement with OpenAI to serve Project Camellia in Effingham County. Southern’s Q2 2026 earnings call described the project as a 3.2-gigawatt, single-campus contract, while OpenAI describes Camellia as a long-term data-center campus.
The dividend language fits too. Southern’s 2026 dividend announcements say it has paid a quarterly dividend equal to or greater than the previous quarter for 79 consecutive years, and its April 2026 release says the dividend was increased for the 25th consecutive year. Southern’s Q4 2025 earnings materials also support the $81 billion capital plan, with 95% allocated to state-regulated utilities.
The $20 billion project figure appears in Effingham County materials, and phased construction is described publicly. But the exact claim that the contract contains five equal $4 billion phases can’t be verified because the available agreement is heavily redacted. The bonus-report matches are thinner guesses: Prologis for “The Hidden Power Empire,” and Cisco, CrowdStrike, Palo Alto Networks, and Qualys for the cybersecurity report. None can be confirmed as the complete bonus lineup.
Also in this offer
The offer bundles 5 bonus reports that tease their own stocks. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|
| The Hidden Power Empire: The Warehouse Landlord Quietly Powering the AI Boom | PLD — Prologis, Inc. | 72/100 — solid |
| Cybersecurity AI Profits: Four Companies Positioned for the Next Era of Digital Warfare | CSCO — Cisco Systems, Inc. | 58/100 — probable |
| Cybersecurity AI Profits: Four Companies Positioned for the Next Era of Digital Warfare | |
Every claim, checked
The claim-by-claim checks below separate the well-supported pieces from the one flashy detail the public record can’t settle. Southern’s dividend history, capital plan, customer commitments, data-center load, and Project Camellia agreement are all grounded in company releases, earnings-call materials, Georgia Power disclosures, and local project documents.
| The promotion claims | Verdict | What we found |
|---|
| For 79 years, no quarterly dividend payment was lower than the prior quarter. | Checks out | Southern Company’s 2026 dividend announcements state that for 79 consecutive years it has paid a quarterly dividend equal to or greater than the previous quarter. |
| Southern has raised its dividend every year for 25 consecutive years. | Checks out | Southern Company’s April 2026 dividend release says the company increased its dividend for the 25th consecutive year. |
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Get Started →About that deadline
The promotion gives November 15 as its deadline. We received the campaign on only one day, October 28, 2026, so the record is too thin to say whether that date rolls. One observed deadline isn’t a pattern.
Nothing in the promotion materials ties November 15 to an earnings date, regulatory decision, index change, or other checkable corporate event. For now, it’s a stated offer deadline, and that’s all the evidence supports.
What else this analyst is pushing
This is the fourth Jason Williams promotion we’ve identified. “DOGE Dividend Checks” pointed to Easterly Government Properties, which was down 0.82% after the reveal; “The Hidden Power Empire” identified Prologis, up 0.12%; and “The $10 Trillion AI Infrastructure Boom” also identified Prologis, down 0.4%.
Two of those earlier promotions pointed to the same company, Prologis. That’s a small sample, not a verdict on the analyst, but it is useful context when a new pitch arrives with a fresh name and a familiar infrastructure theme.
Is it actually worth owning?
The pitch’s central argument is simple: OpenAI needs enormous amounts of power, Southern can supply it through Georgia Power, and shareholders can turn that demand into quarterly income. The first two links hold up. The third is where the sales language starts wearing a royalty costume.
Southern really does have a 25-year OpenAI service agreement, a growing base of large-customer commitments, and a major regulated-utility construction plan. But nothing in the cited evidence turns Project Camellia into a royalty owed directly to shareholders. Investors receive Southern’s declared dividends, not a contractual slice of OpenAI’s payments.
That doesn’t make Southern uninteresting. The long dividend record and visible electricity demand give the company a credible utility investment case, while the $81 billion capital plan shows the scale of the buildout ahead. It also means substantial spending, financing, execution, and regulatory exposure. A durable dividend is not the same thing as effortless income.
The bonus basket is much less coherent than the headline pitch. Prologis is an adjacent data-center and industrial-infrastructure play, while Cisco, CrowdStrike, Palo Alto Networks, and Qualys sit in different parts of cybersecurity. Southern carries the OpenAI power thesis; Prologis is the nearest infrastructure cousin; the cybersecurity names are a separate AI-security idea. They shouldn’t be treated as interchangeable pieces of one royalty stream.
How confident are we? 96 out of 100. We identified Southern Company (SO) from the promotion's own clues and checked 16 of its claims against filings, earnings calls, ownership records, market data and public reporting. This is our analysis, not the publisher's disclosure — we have no relationship with them.