Your Capital Flare – Investing and Stocks News

Your Capital Flare – Investing and Stocks News
— Read on yourcapitalflare.com/

Brad’s Deals. There’s a real-life human behind every post.

A smarter way to save with exclusives & expert-picked deals from thousands of trusted retailers to give you the advantage when you shop.
— Read on www.bradsdeals.com/

Born Of A Montana Barstool

How to get rich in the last best place
— Read on ryandbusse.substack.com/p/born-of-a-montana-barstool

Nvidia’s Holy Grail

Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you.

---

The #1 AI Investment
Elon + Nvidia =

Dear Reader,

Do you see this weird looking device?

This is Nvidia’s holy grail.

It contains over 3 terabytes of memory…

80 billion transistors…

And can perform over 60 trillion calculations… per second.
 

This single computer chip goes for $25,000 a pop.

And now…

Elon Musk…

The world’s richest man…

Alongside Nvidia’s CEO Jensen Huang…

Are about to crank it up to 1 million.

At a remote facility in Memphis Tennessee…

You two of them have teamed up with an emerging tech titan…

To build the most advanced AI machine on the planet…

Powered by 1 million of these advanced AI chips.

This Will Unlock the TRUE Power of Artificial Intelligence!

But before you rush out to buy shares of Tesla or Nvidia…

There’s another investment you must consider.

You see, there is ONE company…

That Elon … and Nvidia…

And 98% of the Fortune 500…

Are ALL working with…

To prepare for AI 2.0.

Nvidia’s CEO has even said – this company is ESSENTIAL to their ongoing expansion.

>>>See how you can invest in this revolutionary company today.

Elon is expanding this project RAPIDLY…

And just announced a second AI computer…

That will need this company in order to build. 

This may be the single greatest way to build wealth from the AI bull market.

But you must take action immediately.

AI is quickly becoming one of the MAIN focuses in Trump’s new administration…

And once Wall Street sees what this AI can really do — it will be too late.

>>>Go here to learn how to invest in Elon new AI venture.

Regards,

James Altucher
Editor, Paradigm Press

---

Further Reading from MarketBeat.com

Crisis in the Caribbean: The Defense Sector Playbook

Authored by Jeffrey Neal Johnson. Publication Date: 1/7/2026. 

In Brief

• RTX Corp stands to benefit significantly from inelastic global demand for its precision stand-off weapons and advanced air defense interceptors.
• L3Harris Technologies is optimizing its portfolio to fund high-growth national security technologies while dominating the solid rocket motor market.
• Embraer is capitalizing on the urgent need for regional logistics and border surveillance by expanding its fleet of tactical transport aircraft.

The geopolitical landscape shifted dramatically on Jan. 5, 2026. Following the collapse of the Argyle Accords and the failure of diplomatic channels over the Essequibo region, the U.S. Department of Defense initiated military operations in Venezuela.

As the broader market absorbs this volatility, a clear signal has emerged within the Aerospace & Defense (A&D) sector: investors should not make broad, undifferentiated purchases of defense stocks because of this conflict.

Less than 0.2% of investors know this market exists (Ad)

Less than 0.2% of investors know this market exists…

There’s a hidden market where crypto trades at 80-95%cheaper than mainstream exchanges. It’s called the “Native” Markets, and it’s how every crypto millionaire has made their fortune. Don’t buy at the top – get in before retail even knows:Click here for the FREE guide on how it’s done.

Instead, smart money is rotating capital toward companies that address two immediate, critical needs: replenishing depleted high-tech ammunition and strengthening regional border security. That conflict-driven thesis points to three companies: RTX Corp (NYSE: RTX), L3Harris Technologies (NYSE: LHX), and Embraer (NYSE: EMBJ).

The Strike Package: RTX Corp and L3Harris

To understand recent stock moves in this sector, investors must first understand the battlefield.

This is not a counterinsurgency operation; it is a conflict with a state actor equipped with advanced Russian-made air defense systems, specifically the S-300VM Antey-2500. That system creates a denial zone, making standard airstrikes too risky for manned aircraft. Consequently, the U.S. military must rely on stand-off weapons — precision missiles launched from hundreds of miles away to destroy targets without exposing pilots. That tactical reality creates a direct financial pipeline to major U.S. contractors.

RTX Corp: The Prime Integrator

RTX Corp is the primary beneficiary of the stand-off strategy.

It produces the tools required to counter the S-300 network:

• The Tomahawk Cruise Missile: The standard for long-range precision strikes.
• The GEM-T Interceptor: A critical missile used by the Patriot Air Defense System to protect U.S. forces from counterattacks.

Entering 2026, RTX held a record backlog of over $225 billion. The removal of the Department of Justice regulatory overhang in late 2024 has allowed the company to focus squarely on execution.

RTX’s key advantage in the current situation is pricing power. The Venezuela operation comes after years of stockpile depletion in Eastern Europe and the Middle East. With global inventories critically low, demand for RTX products is relatively inelastic: governments must replenish supplies regardless of price, improving revenue visibility through the rest of the decade.

L3Harris: The Engine Room

You cannot fire a missile without a motor — and that is where L3Harris Technologies comes in.

Following its strategic acquisition of Aerojet Rocketdyne in mid-2023, L3Harris is the dominant supplier of solid rocket motors.

There is a symbiotic relationship:

• Volume Growth: Every Tomahawk that RTX sells requires a propulsion system from L3Harris.
• Strategic Focus: On Jan. 5, 2026, news broke that L3Harris is divesting lower-margin civil space assets. The roughly $500 million in new net capital can be directed to high-demand national security technology.
• Margin Expansion: The LHX NeXt efficiency program aims to cut overhead and streamline operations, positioning L3Harris to improve profit margins compared with the last major conflict cycle.

The Brazil Hedge: Embraer’s Logistic Monopoly

While U.S. primes handle long-range strike capabilities, Brazil faces a different requirement: containment.

The conflict in Venezuela presents a large stability risk for the continent, forcing Brazil to secure its 1,300-mile northern border. This military mobilization, known as Operation Roraima, began in 2024 and was reactivated on Jan. 3, 2026, to temporarily close and then reinforce the border between Venezuela and Brazil. That mobilization is a unique catalyst for Embraer.

The Workhorse: A-29 Super Tucano

The Brazilian Air Force (FAB) has significantly increased its presence in the border region, and its primary tool is the Embraer A-29 Super Tucano. This turboprop is rugged, inexpensive to operate, and well suited to monitoring the dense Amazon.

In November 2025, Embraer rolled out a substantial upgrade for the A-29, adding counter-UAS (anti-drone) capabilities. That enhances the aircraft’s operational value and revenue potential.

• Utilization Rates: As these aircraft fly around the clock to monitor the border, they require parts, maintenance, and support.
• Recurring Revenue: That activity boosts Embraer’s Services & Support division, which typically yields higher margins than aircraft sales alone.

The Halo Effect

Embraer is also benefiting from a flight-to-quality in the transportation sector. The C-390 Millennium military transport recently beat the U.S.-made C-130 Hercules to win a contract with Sweden in late 2025. As the Brazilian military demonstrates the C-390’s reliability moving troops to the Venezuelan border, it becomes a live marketing case for other nations modernizing their fleets.

Caution Ahead: Supply Chains and Valuation

While the demand signal is strong, the supply chain remains a limiting factor. The primary risk to this bullish thesis is not political but industrial.

The bottleneck: defense contractors are struggling to convert large backlogs into cash. The industry faces persistent shortages in critical raw materials:

• Titanium: Essential for airframes and engines, with supply lines still adjusting away from Russian sources.
• Energetics: The specialized chemicals needed for rocket motors (a key input for L3Harris) are in short supply globally.

Investors should also be mindful of the war premium. Stocks often spike on the initial news of conflict. If the Venezuela operation is swift and surgical, short-term sentiment may cool. The longer-term thesis — the need to replenish depleted inventories — remains valid regardless of how long the conflict lasts.

Buying the Rearmament Cycle

The events in Venezuela underscore that geopolitical stability is less certain than it once was. For the stock market, that creates a clear divergence: the Arsenal of Democracy requires urgent replenishment, driving a multi-year growth cycle for RTX Corp and L3Harris. At the same time, Embraer is positioned to capitalize on regional logistics and border-security needs.

Investors viewing the A&D sector today are not merely buying “war stocks”; they are buying into a multi-year cycle of rearmament and regional fortification — but with the caveat that execution risks and supply-chain constraints could temper near-term returns.

Thank you for subscribing to The Early Bird, MarketBeat’s 7:00 AMnewsletter that covers stories that will impact the stock market each day.

This email message is a sponsored email sent on behalf of Paradigm Press, a third-party advertiser of The Early Bird and MarketBeat. 

If you need assistance with your subscription, please don’t hesitate to contact MarketBeat’s South Dakota based support team at contact@marketbeat.com.

If you no longer wish to receive email from The Early Bird, you can unsubscribe.

© 2006-2026 MarketBeat Media, LLC. 
345 N Reid Place, Suite 620, Sioux Falls, SD 57103-7078. United States of America..

Daily Bonus Content: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (From Banyan Hill Publishing)

LindseyWebsterMusic.com Subscribers

LindseyWebsterMusic.com Subscribers

We received a request to change your subscription preferences for LindseyWebsterMusic.com Subscribers.

If you made this request, and would like to change your preferences, use the link below

Update your preferences

If you did not make this request, it was probably submitted by someone else by mistake. You can ignore this email, and no changes will be made to your subscription preferences.

For questions about this list, please contact:
lindseywebster.music@gmail.com

Smelly Bond™ Extra Strong Lash Adhesive

Strong smell, stronger hold. The myth. The legend. The once-sold-out wonder. Smelly Bond. What began as a one-off Whisper Light® batch that we almost didn’t sell—because, frankly, it smelled unhinged—became the most requested bond we’ve ever released. Why? Because it worked insanely well. It sold out instantly. And the
— Read on www.lashify.com/products/smelly-bond-lash-adhesive

Flavors of Finland Gift Box – Licorice.com

Experience the delicious taste of Finland with our Flavors of Finland Gift Box! Our top Finnish Licorice flavors make up this one-of-a-kind gift box: Finnish Black  Finnish Red Finnish Mango  Each tube is filled with 1 pound and is placed in our expertly designed ‘Happy Holidays’ gift box packaging. Include A Free Gift
— Read on licorice.com/products/flavors-of-finland-gift-box

Sharper Image

Sharper Image
— Read on sharperimage.com/

A month before the crash

  Read Online

Dear Reader,

Over the past 25 years, I’ve made it my mission to speak up when something feels off in the markets.

A month before the dot-com bubble burst, I published a warning essentially saying: “This can’t last.”

In 2008, I rang the alarm on housing calling the fall of Bear Stearns and Lehman Brothers.

I’ve exposed shady CEOs, market frauds, and financial bubbles before most investors saw the cracks.

Eventually, CNBC gave me a nickname I didn’t ask for: “The Prophet.”

But what I see happening right now… it’s much bigger.

Some are even calling it, “The bubble to burst them all.”

And that’s why I’ve stepped forward in a way I never have before… to show you exactly what’s coming… and how to stay on the right side of it.

Because if I’m right again – and I’ve put together all my proof for you – this may be your final chance to prepare.

Click here to see the full details while there’s still time.

Regards,

Whitney Tilson
Editor, Stansberry’s Investment Advisory

---

Just For You

Micron Gains Momentum, Again—30% to 80% Upside in 2026

Author: Thomas Hughes. Posted: 12/30/2025. 

What You Need to Know

• Micron’s stock rally has gained momentum as 2025 draws to a close, suggesting big gains in store for 2026.
• Analyst targets put this stock above $350 before mid-year 2026.
• Long-term forecasts seem low, which may lead to a bullish revision cycle in quarters ahead.

Micron (NASDAQ: MU) stock has regained momentum as 2025 draws to a close. December’s price action produced a breakout to new highs, signaling trend continuation and suggesting the September–November rally may be only half the move.

Technical analysis often produces two targets for continuation breakouts—a base case and a bull case.

REVEALED: America just unlocked a $500 trillion asset (Ad)

REVEALED: America just unlocked a $500 trillion asset 

Everyone’s talking about AI stocks but almost no one is talking about what AI actually runs on. 

Nickel. Copper. Cobalt. Manganese. 

America just secured exclusive rights to the largest untapped supply on Earth. 

One company is already in position and this could be one of the most important AI infrastructure plays heading into 2026.The name and ticker are available here now >>>

The base case is the dollar magnitude of the rally that preceded the breakout, projected from the breakout point. By that measure, the math implies roughly $135 of additional upside from the breakout area.

The bull case applies the prior move’s percentage gain—about 115%—to the current position. Those calculations place Micron in a $385 to $535 range, implying roughly a 30% to 80% upside that could be reached before mid-2026. 

There are warning signs the rally could cool, such as an overbought stochastic. That indicator, however, can remain elevated for weeks or months during a strong uptrend, and the Moving Average Convergence Divergence (MACD) still shows bulls in control. Analyst upgrades and institutional accumulation further support the price action and encourage retail participation. 

MU Rally Triggered by Results, Driven by Analyst Sentiment

Micron’s rally was initially sparked by its strong earnings for the first quarter of fiscal 2026. While the results and outlook were impressive, analysts have been the primary market drivers. December activity from analysts included a string of price-target raises and at least one upgrade, reinforcing the existing uptrend.

MU stock currently carries a consensus Buyfrom 37 analysts, and price targets have trended higher.

The consensus price target at year-end 2025 was consistent with fair value, but it climbed roughly 30% in the two weeks after the FQ1 release, with several high-end targets reaching $350.

That $350 level sits below the technical targets and is likely to be raised as the year progresses. Fundamentals point to a very strong 2026 and a healthy 2027 as GPU-driven demand supports revenue and earnings growth.

The surge in GPU demand from AI and data-center deployments has contributed to what many call an unprecedented HBM memory shortage. That shortage is expected to persist well into 2027, keeping prices elevated. 

Contracted prices for HBM3 are forecast to increase roughly 15% in December and continue rising through 2026, peaking later in the year. 

And that’s just HBM3—next-generation HBM4 stacks are estimated to command about a 50% premium. While capacity should expand later in the year and ease some pressure, it likely won’t meaningfully dent Micron’s near-term revenue and earnings outlook. 

Micron’s Revenue Forecast May Be Conservative

Micron is positioned for strong revenue growth in 2026. Fiscal Q1 (FQ1) revenue rose 56.7% year-over-year, and management guided FQ2 revenue to $18.3 billion–$19.1 billion. Because much of HBM capacity is already sold out, the odds of a large upside surprise to guidance in the near term are limited.

Looking further ahead, revenue growth is forecast to slow in 2027 and 2028 despite the long-term tailwind from rising GPU demand. If that GPU demand remains strong, management forecasts for 2027 and 2028 could be revised upward during 2026, which would be bullish for MU stock.

Valuation also supports potential gains. Trading below 10X consensus 2026 estimates, Micron appears deeply discounted versus blue-chip tech peers, AI leaders and the S&P 500. A move to average market valuation would imply roughly a 100% stock-price increase—and MU could exceed that if fundamentals continue to accelerate. 

This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.

Update your email preferences or unsubscribe here

© 2026 American Market News 

345 N Reid Place #620
Sioux Falls, SD 57103, United States of AmericaTerms of Service 

TheoTrade (FOMO)

TheoTrade (FOMO)
— Read on theotrade.beehiiv.com/