RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
What we know about the Minneapolis ICE killing
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RJ Hamster
RJ Hamster
A $3 trillion market could be about to double
 A message from Weiss Inc. |
| Dear Reader,Some of Wall Street’s biggest names are quietly stockpiling a special resource.BlackRock and JPMorgan have poured hundreds of billions of dollars into it.And they aren’t alone.The list of major financial firms who want in on the action …Seems to grow by the day.Names like Goldman Sachs, Citigroup and Morgan Stanley.Or Barclays, Merrill Lynch and Credit Suisse …I could go on and on.Even tech giants like Amazon, Microsoft and Google are desperate for it …Particularly for the massive data centers they continue to build.This enormous inflow is sending the value of this asset to the moon.It’s already up more than 115% in the past year …And we believe it’s just getting started.Philippe Gijsels of BNB Paribas, one of the biggest banks in the world, says …“We are still closer to the beginning than to the end of what could well become one of the largest bull markets in recorded history.”Many analysts believe this $3 trillion market could double in the very near future.Now keep in mind, I’m not talking about microchips … Or rare earth metals.This has nothing to do with Nvidia or any of the Magnificent 7.But this special sector has a long history of yielding some massive winners.Including 5,993% …13,025% …Even an astonishing 55,900%.Now signs are pointing to a big run coming again …Something analysts are saying is the end of a nine-year winter.Find out more.11780 US Highway 1, Palm Beach Gardens, FL 33408-3080 Copyright © 2025 Weiss Ratings. All rights reserved. |
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RJ Hamster
Peter, 👀 Did you know about these features?
 How can you make the Bible part of your daily life?Life change starts with getting to know God through His Word! And the Bible App was made to help you consistently seek God.Here are 3 ways you can spend intentional time with God through the Bible App this year.STUDY GOD’S WORDWith the Reader, you can go deeper into Scripture by adding highlights, notes, prayers, and so much more. Tap a Bible verse to get started.Open ReaderSET A REMINDERWith Reminders, you can intentionally set time to connect with God each day. Set a reminder in your Bible App settings so you’ll never miss it!Set a ReminderADD YOUR FRIENDSJust like social media, you can add Friends in the Bible App and grow in God’s Word together by:Starting a Bible Plan as a group Interacting in the Community Feed Praying for one another with prayer requests Add Friends |
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RJ Hamster
Protect Your Bank Account with THESE 4 Simple Steps
Dear Reader,
Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
It will give them unprecedented powers to control your bank account.
They could closely track every transaction.
They could even freeze it.
Unless you protect yourself today. Fortunately, there are 4 simple steps you can take to safeguard your savings.
Discover these 4 simple steps here.
Good luck and God bless!
 |
| Martin D. Weiss, PhD Weiss Ratings Founder |
Additional Reading from MarketBeat.com
3 AI and Cloud Stocks With Analyst Conviction and Long Runways
Reported by Nathan Reiff. Published: 1/5/2026.
Summary
- Some of the AI stocks with the biggest potential heading into 2026 have double-digit top-line growth year-over-year (YOY), highlighting the impact of surging demand.
- Twilio, Arista Networks, and Pegasystems represent key participants in the communications, infrastructure, and software-as-a-service (SaaS) corners of the AI market, respectively.
- These firms may have long runways in the AI space thanks to their capacity to generate cash and their potential for rapid growth as AI demand continues to heat up.
At the start of 2026, the biggest AI names are usually hardware providers like NVIDIA Corp. (NASDAQ: NVDA) or established tech giants such as Microsoft (NASDAQ: MSFT). Because many leading AI firms, including OpenAI and Anthropic, remain private, investors have only limited, indirect exposure to the sector.
Beyond those titans, other publicly traded companies have strong fundamentals and long runways to lead in cloud and AI—spanning communications, infrastructure, enterprise automation, and more. The companies below fit that description and enjoy notable analyst support heading into the new year.
Twilio Will Build Momentum As AI Adoption Increases
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Twilio Inc. (NYSE: TWLO)‘s cloud communications platform enables developers to embed messaging, voice, and other engagement tools into web and mobile apps. Its platform also positions Twilio as a core provider of AI-enabled applications for enterprise customers.
Twilio’s fundamentals look strong heading into 2026. The company reported record third-quarter results, including 15% year-over-year (YOY) revenue growth to $1.3 billion, and it raised targets for full-year revenue, profitability, and free cash flow thanks to product and AI momentum.
Revenue is now expected to reach nearly $5 billion in 2025, with free cash flow for the year as high as $900 million. Much of this outlook reflects Twilio’s long runway in AI—its AI-based customer engagement tools, such as voice bots, bolster demand as AI adoption grows across industries. Despite a share-price gain of more than 30% over the past year, Twilio appears reasonably valued: its price-to-book ratio is 2.73, comparatively lower than many peers.
Arista Is Positioned As a Core AI Infrastructure Partner
Known for networking hardware like routers and switches, Arista Networks Inc. (NYSE: ANET)has been increasingly focused on the cloud, making it a key partner for data centers and AI clusters. AI workloads require significant infrastructure, and Arista is one of the go-to names in that space.
Arista’s popularity is reflected in nearly 28% year-over-year (YOY) revenue growth in the latest quarter and consistently strong margins. Revenue from AI-enabled networking stands out in particular, with guidance suggesting it could nearly double from 2025 to 2026. Arista’s strong cash generation and substantial cash reserves should support long-term R&D and shareholder returns, which helps explain why roughly three-quarters of analysts rate ANET a Buy. Wall Street expects about 25% further price appreciation and roughly 17% earnings growth for Arista over the next year.
Strong Cash Flow and Subscription Growth Support Pegasystems
Customer relationship management and intelligent process automation provider Pegasystems Inc. (NASDAQ: PEGA) has shifted from a legacy licensing model to a cloud-based subscription system. Preliminary results are encouraging: Pega Cloud annual contract value (ACV) rose about 27% year-over-year.
Growing revenue has helped Pegasystems expand cash flow and complete its largest-ever share repurchase, nearly $400 million, in the latest quarter. Importantly, the company remains debt-free, leaving it well positioned to continue investing and rewarding shareholders.
Pega appeals to investors seeking growth because of its large addressable market across many sectors. Its subscription model provides predictable, recurring revenue that should benefit as AI-driven demand boosts top-line growth. Not surprisingly, nine of 11 analysts rate PEGA a Buy.
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Today’s Featured Link: JPMorgan Says Gold Will Hit $4,250 (Here’s How to Profit Monthly) (From Investors Alley)
RJ Hamster
Inside: Pre-IPO Ticker + The Next Elon Musk?
Dear Reader,
We believe we’ve uncovered The Next Elon Musk…
And a layup of a 10X opportunity.
To get you in, we’re giving you a 4-letter ticker symbol tied to his private-stage company — before it goes public.
You won’t find this ticker on any mainstream financial site.
And yet, it gives you early exposure to one of the most advanced platforms on Earth — backed by the U.S. government to the tune of almost $30 BILLION in contracts.
It could easily rival Tesla’s 1,200,000% gains over the last two decades.
But you must act now…
Because this private briefing reveals the ticker — and it’s only available for a limited time.
👉 Click here to unlock the 4-letter pre-IPO ticker symbol now.
Regards,
Addison Wiggin
Founder, Grey Swan Investment Fraternity
Additional Reading from MarketBeat
A Christmas Stress Test: Why Diesel Pricing Stress Means Profits
Written by Jeffrey Neal Johnson. Originally Published: 12/30/2025.
Summary
- The structural shortage of diesel fuel has created a supply shock that keeps profit margins historically high for companies that manufacture the product.
- Valero Energy utilizes its highly efficient refining network to capture maximum value from the current disconnect between fuel prices and freight volume.
- Phillips 66 is actively reshaping the market and unlocking shareholder value by streamlining its portfolio and closing high-cost assets to tighten supply.
Every December, the global supply chain undergoes a massive pressure test commonly called the Christmas Stress Test.
In a normal year, millions of holiday packages flood the logistics network. That surge typically drives up both freight volumes (the amount of goods moving) and fuel demand. The 2025 holiday season, however, produced a rare anomaly that has left many investors puzzled.
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Freight volumes remained relatively soft, suggesting consumers and businesses were spending cautiously, yet diesel prices surged. That contradicts the usual relationship between supply and demand: weak demand typically pushes fuel prices lower. Instead, the cost of moving goods rose even as the volume of goods moving slowed.
For general industrial stocks such as FedEx (NYSE: FDX) and retailers like Amazon (NASDAQ: AMZN), this is a clear warning sign. Higher transportation costs paired with softer volumes point to margin pressure heading into the first quarter of 2026. If it costs more to move fewer products, earnings will likely suffer.
By contrast, companies that manufacture fuel stand to benefit. Valero Energy (NYSE: VLO) and Phillips 66 (NYSE: PSX) are well positioned to profit from the diesel disconnect. While the broader economy worries about sticky inflation and logistics costs, these refiners are capitalizing on a market that is structurally short on supply.
The December Crack Back and the Diesel Margin Surge
To understand why these stocks are rising, investors should know about the crack spread. This metric represents the difference between the price refiners pay for crude oil and the selling price of refined products like diesel — effectively the refiner’s gross profit margin.
In the fourth quarter of 2025, markets saw what traders are calling the December Crack Back. Margins for Ultra-Low Sulfur Diesel (ULSD) in the New York Harbor market surged to roughly $49 per barrel in late December — more than double the low $20s seen in October.
This spike was driven not by booming demand but by a supply shock. Three main factors combined to keep prices elevated:
- Geopolitics: Tightened sanctions on Russian oil companies such as Rosneft and Lukoil in late 2025 effectively removed a significant volume of diesel from the global export market.
- Winter Weather: Diesel and home heating oil are chemically similar. A cold snap in late 2025 boosted heating oil demand, drawing down the same inventories used for trucking.
- Capacity Cuts: Domestic refiners have permanently shuttered facilities to reduce costs, leaving fewer barrels available.
For the broader economy, high fuel prices amid a freight slowdown increase the risk of a harder landing in 2026. For the refining sector, however, the shortage establishes a high profit floor: even with fewer trucks on the road, the margin on each gallon sold remains historically large.
Valero Energy: The Operational Powerhouse
In a market short on diesel, the refiner with the most functioning capacity gains the most.
Valero Energy has emerged as the operational frontrunner. The stock has outperformed the broader energy sector, rising roughly 35% year-to-date.
Valero’s strategy centers on operational excellence. While some competitors have been distracted by restructurings, Valero has prioritized running its plants efficiently. In the third quarter of 2025, the company reported earnings per share (EPS) of $3.66, beating analyst expectations.
The company’s refineries have been operating at near 97% utilization. In a market where margins reach $49 per barrel, high utilization directly translates into substantial free cash flow.
Valero is also investing in lower-carbon fuels. Through Diamond Green Diesel (DGD), its joint venture with Darling Ingredients, Valero expanded capacity at its Port Arthur facility in 2025 to produce Sustainable Aviation Fuel (SAF). That diversification gives investors exposure to both the immediate diesel upside and the longer-term transition in energy.
Phillips 66: The Architect of the Squeeze
While Valero benefits from running hard, Phillips 66 has actively reshaped the market — and in doing so has helped lift industry-wide margins.
In October 2025, Phillips 66 stopped crude processing at its Los Angeles refinery (Wilmington/Carson), removing about 139,000 barrels per day of supply from the West Coast market. Taking that capacity offline tightened the local market and pushed up prices for fuel produced by remaining assets.
That decision followed pressure from activist investor Elliott Investment Management, which urged the company to improve performance. Phillips 66 responded with its Streamline 66 initiative, aimed at cutting costs and boosting shareholder returns.
The company has made progress, surpassing its $3 billion asset divestiture target by late 2025 with sales that included a Swiss retail stake and various pipeline assets.
Investment firm Raymond James maintained an Outperform rating on Phillips 66 in late December, pointing to the effectiveness of these self-help measures. For investors, Phillips 66 represents a strategic play: value creation through portfolio optimization, buybacks, and cost reduction rather than purely through higher production volumes.
2026 Outlook: How to Position Your Portfolio
The 2025 Christmas Stress Test clarified the investment landscape for the coming year: the global market faces a structural shortage of diesel refining capacity. That shortage insulates refiners from some of the economic pressures that may hurt other industrial sectors.
Investors seeking exposure to this disconnect have two clear approaches:
- The Offensive Play: Valero Energy offers direct exposure to elevated profit margins. High utilization and established renewable diesel operations make it a primary beneficiary of the current price environment.
- The Strategic Play: Phillips 66 provides a restructuring narrative. By closing higher-cost assets and executing on divestitures and buybacks, it aims to unlock balance-sheet value beyond cyclically higher margins.
As we move into 2026, the data suggest that while higher shipping costs could weigh on the broader economy, refiners are likely to remain a relative bright spot for portfolios.
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RJ Hamster
YDES Could Be 2026’s Biotech Breakthrough
YD Bio Ltd. (NASDAQ: YDES) is Pioneering the Next Era of Cancer Diagnostics and Advanced Eye Care While Driving Commercial Revenue RIGHT NOW.
YD Bio Ltd. (NASDAQ: YDES) is setting itself apart by turning breakthrough science into commercial solutions. The company’s OkaiDx™ liquid biopsy platform now enables early detection of pancreatic, colorectal, and breast cancers across most of the U.S., combining non-invasive testing with at-home blood collection and telehealth support. At the same time, YDES’s FDA-cleared Exovisse® contact lenses and artificial tears are generating near-term revenue while laying the foundation for next-generation regenerative therapies. With 20-year strategic agreements with EG Biomed and 3D Global Biotech, YDEShas secured exclusive access to advanced molecular diagnostics and stem cell-derived exosome therapies, positioning itself at the forefront of two of healthcare’s fastest-growing markets.
YDES isn’t waiting for approvals or hypothetical breakthroughs — it’s already in the market, scaling its diagnostics and eye care solutions while building a robust pipeline for the future. From U.S. expansion with a new California operations hub to growing clinical validation of its early cancer detection platform, YDES is combining execution, innovation, and strategic partnerships for long-term impact.
In 2026, YDES could redefine what it means to be a biotech leader. By turning liquid biopsy technology into a nationwide cancer detection platform and pairing it with regenerative ocular therapies, YD Bio is tackling two of healthcare’s fastest-growing markets simultaneously.
Explore how YDES is positioned at the center of two of healthcare’s fastest-growing markets.[/lin]
3 Strong Dividend Growers for Income Without Rate Risk
Author: Chris Markoch. Published: 1/7/2026.
For many income-oriented investors, buying dividend stocks means looking for utilities stocks and real estate investment trusts (REITs). These companies offer consistent payouts for regular income and typically have some of the highest yields.
These sectors come with risks, such as sensitivity to interest rates, limited earnings growth and heavy regulatory exposure. While those factors could become tailwinds instead of headwinds in 2026, the only thing investors can count on is uncertainty.
For investors who want dependable income without those constraints, a different strategy is to focus on dividend growers rather than high-yield stocks. These are companies that prioritize consistent payout increases backed by durable cash flow, pricing power and relatively low long-term business volatility.
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What You Need to Know
- In 2026, income-focused investors should look for dividend growth supported by durable cash flow, pricing power, and recurring revenue models.
- Roper, Ecolab, and Air Products and Chemicals are examples of companies that deliver income potential without heavy exposure to interest-rate sensitivity or regulatory risk.
- Income-oriented investors benefit from long-term compounding from companies with decades of consistent dividend increases.
While their yields may start lower, the compounding effect of rising dividends can deliver superior income over time. This approach is especially appealing when interest rates remain unpredictable and economic growth is uneven across sectors.
Roper Technologies: An Asset-Light Dividend Compounder
Roper Technologies Inc. (NASDAQ: ROP) is best known as a diversified technology and industrial company. That’s reflected in its price-to-earnings (P/E) ratio of around 30x — a premium to the market average but below the stock’s historical norm.
Beyond valuation, the company’s appeal for income investors lies in its asset-light model. Roper owns a portfolio of niche software, engineered products and data analytics businesses that generate recurring revenue and enjoy high margins.
That structure produces consistent free cash flow, which management has historically used to fund disciplined acquisitions and steadily increase dividends. The business model creates an attractive setup: growth more typical of technology companies combined with the reliability of industrials.
ROP stock has a modest 0.83% dividend yield, but its payout has grown at a double-digit pace over long periods — reflecting both earnings growth (expected in the mid-single digits in 2026) and strong capital discipline. The company is a dividend aristocrat, having increased its payout for 32 consecutive years.
Ecolab: Pricing Power in Essential Services
Ecolab Inc. (NYSE: ECL) is a global provider of water, hygiene and infection-prevention solutions and services. It’s a category that’s easy to overlook but hard to replace. Water sanitation is essential to industries such as foodservice, hospitality, healthcare and manufacturing, which gives Ecolab significant pricing power and growing recurring revenue.
This pricing power has become increasingly valuable as companies face higher input costs and stricter regulatory requirements. Ecolab can pass through cost increases while maintaining margins, supporting steady earnings growth even in uncertain economic environments.
The company has raised its dividend for 33 consecutive years. Like Roper, Ecolab has a modest yield (1.09%), but it pays $2.92 per share and has grown its dividend by about 5% annually over the past three years.
Air Products and Chemicals: Contracted Cash Flow with Growth Optionality
Air Products and Chemicals Inc. (NYSE: APD) is a global leader in industrial gases, supplying oxygen, nitrogen, hydrogen and specialty gases to industries such as energy, chemicals, electronics and healthcare.
What makes the company especially attractive for income investors is its contract structure. Many of the company’s projects operate under long-term, take-or-pay agreements, which provide highly visible and stable cash flow. The company has also positioned itself as a key player in hydrogen and clean energy infrastructure, offering potential long-term upside alongside its core business.
This predictability resembles that of regulated utilities but without the same direct regulatory oversight or comparable sensitivity to interest rates. As a result, APD can support a competitive dividend while continuing to invest in new growth areas.
Air Products & Chemicals became a dividend king in 2025 by raising its dividend for the 50th consecutive year. As of January 2026, the annual payout is an impressive $7.16 per share, and it has grown roughly 6.9% annually over the last three years.
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RJ Hamster
Which of these former U.S. Presidents was sworn in…
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| A century of change: Test your knowledge of the 20th century! |
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RJ Hamster
🗞️ Today’s top 5 featuring: ICE agents fatally shoot…
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