RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
“This AI Giant is About to Go Bust”
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Just For You
Qualcomm Just Got a Street-Low Price Target—What’s Spooking Analysts?
Submitted by Sam Quirke. First Published: 3/20/2026.
Key Points
- Qualcomm shares have fallen sharply in recent months, with the stock now down roughly 30% since the start of the year and trading near multi-year lows.
- A fresh downgrade, accompanied by a street-low price target, has added to the pressure, highlighting growing concerns about the company’s growth prospects.
- However, with valuation now compressed and a share buyback program being ramped up, there’s a growing argument that the market may be overreacting to near-term risks.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
After a strong finish to 2025, Qualcomm Inc (NASDAQ: QCOM) has been on the back foot so far in 2026. Since early January, the stock has been sold aggressively, with shares now hovering around $130, near levels seen during last year’s broader tech pullback.
The latest catalyst for the weakness was a downgrade that included a street-low price target. While a single analyst call rarely decides a stock’s trajectory by itself, this one struck a nerve because it echoes concerns investors have been grappling with for months and follows a year in which the shares already fell more than 20%.
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A humanoid robot called Figure 03 escorted First Lady Melania Trump at a White House tech summit attended by CEOs and representatives from 45 countries. Alpha School, a private institution replacing teachers with AI, is now expanding to 35 cities with Department of Education support – and its students are scoring in the top 0.1% nationally.
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Let’s take a closer look at what’s behind the very bearish update and whether there’s room for a rebound in the months ahead.
What’s Spooking Investors
The team at Seaport Research Partners was behind the recent downgrade, moving Qualcomm to a Sell rating and setting a $100 price target. In a note to clients, Seaport’s chief concern was Qualcomm’s core smartphone business.
Despite efforts to diversify, the company remains closely tied to global handset demand, which is showing signs of fatigue after years of strong growth. Rising device costs, longer upgrade cycles and a more cautious consumer backdrop have softened expectations for smartphone volumes, directly affecting Qualcomm’s revenue potential.
Compounding that are supply constraints for key components, such as memory chips, which are pushing up costs across the ecosystem and making it harder for manufacturers to stimulate demand.
Beyond near-term cyclical pressure, structural headwinds also loom. Competition is intensifyingacross multiple segments as device makers invest more heavily in their own silicon. At the same time, Qualcomm is moving into capital-intensive areas such as automotive and artificial intelligence that, while promising long term, are likely to weigh on margins in the near term.
Why the Market Might Be Too Negative
Despite those concerns, there are reasons to think the market’s reaction may be overdone. One obvious factor is valuation: with the stock near $130, Qualcomm’s price-to-earnings (P/E) ratio of 26 compares favorably with Advanced Micro Devices Inc (NASDAQ: AMD), whose P/E is about 76. That gap suggests a substantial amount of pessimism is already priced in.
Operationally, the company has continued to deliver headline results that exceed analyst expectations, indicating the underlying business may be more resilient than the share price implies.
Management’s recent moves reinforce that view. Qualcomm announced a new $20 billion share buyback alongside a 3.4% dividend increase, signaling that executives believe the stock is undervalued and that they expect continued cash generation.
Finally, many of the risks investors cite—rising competition and margin pressure—have been part of Qualcomm’s story for several quarters. The stock has repriced considerably since those concerns first surfaced, so a portion of that uncertainty is likely already reflected in the current share price.
The Opportunity Going Forward
That said, the downgrade and the $100 target have understandably rattled the market and highlighted risks investors may have been downplaying. Slowing smartphone demand and tougher competition are legitimate and help explain why shares have continued to slip.
With shares down roughly 30% since January and trading at a compressed valuation, however, there’s a growing argument that many of those risks are close to being fully priced in. Whether Seaport’s $100 target is realistic remains an open question. A drop to that level would require a further decline of about 30% from current prices, taking the stock well below last year’s lows—possible, but less likely if the broader market stays risk-on.
If Qualcomm can continue executing—keeping its core business resilient while allowing newer growth areas like automotive and AI to gain traction—the company has a clear path back to being viewed as a growth story for the future rather than one of the past.
Near-term catalysts to watch include upcoming earnings, handset demand trends, progress in automotive and AI partnerships, and any updates to capital return plans. Those developments should help determine whether the recent selloff is an attractive buying opportunity or a sign of more pain to come.
More Reading from MarketBeat Media
Cloudflare’s Stablecoin: A Real Catalyst or Short-Term Hype?
Author: Sam Quirke. Date Posted: 3/19/2026.
Key Points
- Cloudflare shares jumped more than 6% on March 18 after reports that Coinbase and other companies are competing to issue a stablecoin for the company.
- The stock is now up more than 40% since late February and trading near its highest level since last November, as strong earnings and AI-driven optimism continue to fuel momentum.
- While the stablecoin narrative adds another layer to the bull case, investors must decide whether this is a meaningful long-term catalyst or simply a short-term hype-driven boost.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
After a choppy start to the year, Cloudflare Inc. (NYSE: NET) has emerged as one of the tech sector’s most compelling growth stories. Having finished 2025 on the back foot, the stock has staged an aggressive comeback in recent weeks, driven by strong earnings, improved guidance and the company’s fresh positioning at the center of the artificial intelligence (AI) revolution.
Last month’s earnings report played a key role in resetting sentiment: Cloudflare topped expectations, delivered 34% year-over-year revenue growth and issued forward guidance that beat forecasts. Management also reinforced a vision in which AI agents become primary users of the internet — with Cloudflare as both the platform they run on and the network they traverse. That narrative helped drive a powerful 30% rally in the stock. Fresh news this week about the company’s plans to launch a stablecoin added further fuel to the move — let’s take a closer look.
What’s Driving the Excitement
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A humanoid robot called Figure 03 escorted First Lady Melania Trump at a White House tech summit attended by CEOs and representatives from 45 countries. Alpha School, a private institution replacing teachers with AI, is now expanding to 35 cities with Department of Education support – and its students are scoring in the top 0.1% nationally.
Jamie Dimon, Larry Fink, and Senator Mark Warner are all warning about mass job displacement. One historian is predicting a permanent underclass as automation accelerates. History shows these shifts also create rare wealth-building opportunities for investors who act early.See the investment blueprint for navigating the AI displacement now
At first glance, a Cloudflare-issued stablecoin might seem outside its core business. Viewed through the lens of AI and internet infrastructure, however, the logic is clearer.
The next phase of the web is increasingly imagined as one powered by autonomous agents that interact, transact and act on behalf of users. If that vision unfolds, those agents will need a way to move money efficiently and programmatically across services and platforms. A stablecoin designed for AI-driven transactions could enable faster, lower-cost and more seamless payments between services, platforms and users.
Cloudflare’s potential role in that ecosystem is what has investors excited. The company already occupies a critical layer of the internet, delivering the performance, security and connectivity that power millions of websites and applications. Extending that position into payments could add another monetizable layer to its platform.
That possibility helps explain the market’s positive reaction: Cloudflare’s shares rose more than 6% on March 18 after the reports surfaced.
Why This Could Be a Real Catalyst
If executed successfully, a stablecoin initiative could create a meaningful new opportunity for Cloudflare. One of the company’s strengths is its ability to introduce products at key points in the internet stack. From content delivery to security and serverless computing, Cloudflare has expanded its footprint by adding services developers and enterprises rely on.
A payments layer would be a natural extension of that strategy. Enabling transactions directly within its ecosystem could deepen customer integration and generate new usage-based revenue streams.
There is also a broader strategic angle: as AI agents proliferate, the infrastructure that supports them will grow in value. Cloudflare’s management has described a “virtuous flywheel” in which more agents drive more code onto its platform, increasing demand for its services. Adding payments to that mix could strengthen the flywheel further. If Cloudflare becomes a default layer for both computation and transactions, its addressable market could expand significantly over time.
Why Investors Should Still Exercise Caution
That said, several reasons counsel caution. Most importantly, the initiative remains unconfirmed and appears to be in an early stage. The reports indicate several companies, including Coinbase Inc (NASDAQ: COIN), are competing to partner with Cloudflare on a stablecoin. Investors deploying capital now are buying the concept rather than a finished product.
There’s also the danger of narrative overextension. Cloudflare already benefits from strong AI momentum, and adding a crypto-related storyline could amplify expectations. When expectations run ahead of execution, the bar for success becomes much higher.
Finally, valuation matters. After a roughly 40% rally in less than a month, much of the recent optimism may already be priced in. That doesn’t preclude further gains, but it does raise the risk of volatility if upcoming updates fail to meet elevated expectations.
Sizing up the Opportunity
It’s important to separate the idea from execution. The concept of enabling AI-driven transactions through a native payments layer is compelling, even if it remains largely unproven at this stage.
For investors, the key question is whether this represents the early stages of a durable new growth driver or a speculative narrative that fuels short-term hype. For now, the stock’s recent jump reflects an investor base willing to buy into the potential. Ultimately, Cloudflare’s ability to turn the concept into a reliable product and revenue stream will determine whether the stablecoin idea becomes a lasting catalyst or just another headline-driven surge.
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Link of the Day: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company(From Banyan Hill Publishing)
RJ Hamster
This stock is everywhere on TikTok
Hi!
The other day, my daughter was sharing her seemingly endless TikTok stream with me.
She knows I’m all over the internet as “the futurist who said ‘Sell Nvidia”, so she likes to show me all the cool technology videos in her feed.
She wants to know what I think about “crazy thin screens” and “foldable TVs” and “viral drop tests”.
Usually, we banter back and forth, and I consider it a good way to pass quality time with someone I love.
Until the other day…
As we sat there on the couch, I was struck by something crazy…
The company I’ve been telling everyone to replace Nvidia (NVDA) with was everywhere in these TikTok videos.
Now, it was never mentioned by name as far as I heard, but its technology was front and center in all the “crazy thin screens” and “foldable TVs” and “viral drop tests”.
It was even there in the oval office recently when Tim Cook paid President Trump a visit.
This company is basically the opposite of an internet hype stock. (It’s 174 years old and pays a quarterly dividend.)
So, the fact that its technology components are everywhere – but only if you know what you’re looking for – is why it’s the perfect kind of stock to own right now.
In a year where Nvidia stock is looking very depressed so far while this stock has been on a tear recently… it’s also the perfect stock you can buy to replace the overhyped tech names paying a steep price as they come back down to earth.
Because 2026 is making room for stocks that failed to make headlines in 2025, but whose real growth was impossible to ignore.
This particular stock I love has almost doubled in price over the past year, but the runway for growth is limitless.
Because in a single data center, there is enough of this company’s components to circle the globe 8 TIMES OVER.
And with hyperscalers set to earmark as much as $3 trillion (!!!) to spend on data center buildout, this company is likely going to encounter almost incomprehensible demand.
Its share price growth is already well outpacing Nvidia, but the ride is JUST beginning.
Get all the details on what’s primed to be the best technology stock of 2026 right here.
Sincerely,
Eric Fry
Senior Macro-Investment Analyst, InvestorPlace
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RJ Hamster
SpaceX IPO Confirmed: Claim Your Stake Today
A message from Brownstone Research
Editor’s Note: What if you could claim a stake in what’s set to be the biggest IPO ever… starting with just $500? Click here to see the details from former tech executive and angel investor Jeff Brown — the man who picked Bitcoin, Tesla, and Nvidia before they exploded higher. Or read more below.
Dear Reader,
Elon Musk just unlocked the biggest investment opportunity of the year.
He’s about to take SpaceX public in what’s set to be the biggest IPO ever.
The New York Times predicted it “will unleash gushers of cash for Silicon Valley and Wall Street.”
If you click here and learn what to do…
Some of that cash could end up in your pocket.
ATTENTION: There’s no need to wait for the company to go public.
You can claim your stake today.
But hurry…
Elon Musk has already interviewed the Wall Street banks that will file all the paperwork and take the company public.
And he has already announced his IPO plans to his shareholders…
Confirming that it will happen soon…
I believe he’ll file the paperwork by the end of this month…
That’s why I’m urging you to click here and learn how to claim your stake now.
Look, this might be the most anticipated IPO in the history of mankind.
Once the company goes public, for the first time ever…
Hundreds of millions of investors around the world…
Will have a chance to buy shares of one of Elon’s most successful companies.
I believe it’s going to be a stampede like we’ve never seen before.
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Just click here and I’ll show you how to get started.
We have so much to look forward to,
Jeff Brown
Founder & CEO, Brownstone Research
More Reading from MarketBeat.com
When Insider Selling Is a Good Thing: 2 Stocks to Watch
Written by Thomas Hughes. Article Published: 3/23/2026.
Key Points
- Waste Management insiders sold roughly $25 million in stock after shares hit an all-time high in early 2026, but institutional accumulation and a growing dividend keep the long-term outlook bullish.
- Ionis Pharmaceuticals faces heavier insider and institutional selling, though analysts see roughly 25% upside driven by the commercial ramp of Olezarsen.
- Both stocks have pulled back from recent highs, potentially creating entry points for investors willing to look past short-term selling pressure.
- Special Report: Musk and Bezos are racing to blanket the planet – here’s why (From True Market Insiders)
Insider selling can be constructive when corporate insiders are simply taking profits in stocks whose outlooks are getting more bullish. In this piece, one name is a steady, cash-generating dividend-growth machine, while the other is a commercial-stage biopharma with an outlook for double-digit — approaching hyper — growth. In both cases, recent insider sales helped trigger pullbacks from early-2026 highs, creating potential entry points for new investors.
Waste Management Doesn’t Waste Time: Growth and Dividends in 2026
Waste Management (NYSE: WM) rallied about 25% from its 2025 low to a new all-time high in early 2026. Those highs prompted insiders — including the CEO, CFO, CAO, COO and several VPs — to sell shares. That selling helped cap gains in Q1 but is otherwise immaterial to the longer-term outlook: insiders own only 0.18% of shares outstanding, and sales totaled less than $25 million.
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Institutional activity shows accumulationover the trailing 12 months, with activity ramping in 2025 and remaining strong into 2026. Institutions own roughly 80% of the company, and this group has been accumulating for about three years without distribution quarters — a trend the earnings and capital-return outlook suggests could continue.
Analysts are also constructive, with 25 tracked ratings for 2026. That coverage provides both support and a price tailwind, as analyst coverage has increased on a trailing-twelve-month basis.
Sentiment is firming: the consensus rating sits at Moderate Buy and is approaching Strong Buy, while price targets are trending higher. The late-March consensus implies roughly 10% upside, which would be enough to reach a new all-time high if the analyst outlook plays out.
The dividend is another reason to consider the stock. Waste Management yields about 1.65% in early 2026, the payout ratio is sustainable at roughly 56% of earnings, and the company has a history of annual increases. Management appears on track for potential inclusion in the S&P Dividend Aristocrats Index by the end of the decade — an outcome that typically increases buy-and-hold ownership, reduces volatility, and supports a longer-term uptrend.
Ionis Pharmaceuticals: A Cautious Outlook for a Potential Blockbuster
Ionis Pharmaceuticals (NASDAQ: IONS)is an RNA-focused biopharma with multiple marketed products and two drivers that matter most. Spinraza — marketed through a partnership — still generates large sales but is in decline. The other is Olezarsen, a wholly owned candidate expected to reach peak sales north of $2 billion; many analysts view that $2 billion estimate as conservative, and price targets have been rising accordingly.
Insider selling at Ionis mirrors the pattern at Waste Management in early 2026, but with important differences. Ionis insiders also sold heavily in 2025, and institutional investors have been pulling back as well. Institutions own more than 90% of the stock, and their profit-taking in 2025 and into Q1 2026 represents a meaningful headwind.
Analysts provide the offset. Institutions have taken profits after the stock more than doubled from its 2025 low, but analyst coverage — 21 tracked analysts — yields a consensus Moderate Buy. Coverage is expanding, sentiment is firming, and price targets are trending upward; the consensus implies about 25% upside by year-end, while the high end of analyst targets adds about another 10% on top of that.
The growth story is the reason to own Ionis. The company is forecast to sustain a high-20% growth rate well into the next decade, reach profitability in 2028, and steadily improve thereafter. On long-term forecasts, a valuation at roughly 7x projected 2035 earnings would still leave substantial upside — the stock could more than double under that scenario and still appear inexpensive. If Olezarsen meets or exceeds conservative peak-sales estimates and the pipeline delivers additional commercial successes, the upside could be materially higher.
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RJ Hamster
How We Reverse-Engineered a $16 Billion AI Secret
How We Reverse-Engineered a $16 Billion AI Secret
Note from Senior Editor Michael Salvatore: Trading with AI is no longer just for the pros.
That’s the message from TradeSmith CEO Keith Kaplan that we’re sharing today.
Below, Keith shows how one of TradeSmith’s biggest AI breakthroughs can pinpoint the exact “profit window” for a stock trade – including the optimal strategy to use.
Believe it or not, tools like this date back millennia. And today, they’ve never been more powerful at helping everyday traders make money in the markets.
For the full story, catch the replay of the TradeSmithGPT launch right here.
BY KEITH KAPLAN
CEO, TRADESMITH
In the spring of 1901, a group of Greek divers stumbled upon a Roman-era shipwreck off the island of Antikythera.
They weren’t searching for treasure. They were looking for sea sponges – the kind that grow on quiet reefs and were sold for a few drachmas back on shore.
But they found something entirely unexpected at the bottom of the Aegean Sea.
At first glance, it did not look like much – just a lump of corroded metal and wood, encrusted in coral and calcified from thousands of years beneath the sea. But when scientists used modern imaging technology to investigate what was inside, they found it housed a network of gears – some with teeth finer than those in a modern wristwatch – stacked and intermeshed with breathtaking precision.
They called it the Antikythera Mechanism. And it’s the oldest-known analog computer in the world, now on display at the National Archaeological Museum in Athens.
The Antikythera Mechanism in National Archaeological Museum, Athens
(Source: Wikimedia Commons)
The Antikythera Mechanism is older than the Colosseum and older than the Christian Gospels. Yet it could predict lunar and solar eclipses, track the movements of planets, and even display the dates of the ancient Olympic Games.
More than 2,000 years later, we’re still building machines to predict the future. But instead of gears, they run on code.
And they don’t just track planets anymore. Thanks to a branch of artificial intelligence known as machine learning, these systems can now forecast the movement of stocks.
In 2022, hedge fund Citadel used AI to rake in $28 billion and returned $16 billion to its clients – the largest annual profit ever recorded by a hedge fund. And here’s the kicker: This haul was mostly thanks to computer-based trading.
And thanks to the biggest breakthrough so far in our 21-year history at TradeSmith, everyday investors like you can now also tap into the power of AI-assisted trading.
It not only tells you the best time to profit from a trade. It can also show you the optimal type of trade to execute… with backtested gains as high as 776% in just 17 days.
Let me show you how.
Recommended Link
Here’s the Best Day to Buy Nvidia
Did you know Nvidia has a 93% history of soaring, beginning on one particular day every single spring? We call this the “Green Day phenomenon.” It works on 5,000 stocks. For example, Amazon has a 100% history of soaring beginning on one particular day every single year. Click here to see the green days for 5 major stocks today.
Look at What AI Systems Have Achieved So Far
Artificial intelligence is relatively new to the scene. And I know there are still folks who doubt its power.
I get that.
But think about what AI systems have been able to achieve so far. They have…
- Decoded a 2,000-year-old scroll buried in volcanic ash. Using machine learning and X-ray scanning, researchers trained an AI to “read” carbonized papyrus scrolls destroyed in the volcanic eruption that buried Pompeii. Human eyes couldn’t read them, but AI saw patterns in the ink invisible to us. Ancient text, resurrected from ash.
- Discovered a brand-new antibiotic. In 2020, researchers at MIT used an AI system to scan more than 100 million chemical compounds – and they found a new, highly effective antibiotic called Halicin. It works on drug-resistant bacteria.
- Piloted fighter jets and won dogfights against human pilots. In a Defense Advanced Research Projects Agency (DARPA) test, an AI-powered fighter jet pilot beat an experienced U.S. Air Force pilot 5-0 in simulated dogfights. AI can now outmaneuver a human in life-or-death tactical decisions – with zero delay, no fatigue, and perfect memory.
- Transformed cancer detection. AI systems can now spot early-stage cancers (like breast or lung cancer) with greater accuracy than expert radiologists, finding subtle patterns in scans and biopsies that human eyes often miss. In some trials, it reduces false positives and saves lives.
- Predicted extreme weather better than government forecasters. A Google DeepMind model recently beat the U.S. National Hurricane Center in short-term storm forecasting. It can predict rainfall and dangerous weather hours in advance with unprecedented precision – a game changer for everything from farming to hurricane evacuations.
All of this reads like science fiction. But it’s happening right now in the real world.
And as I mentioned up top, AI is also transforming the way we invest and trade.
An Extraordinary Moment for Investors
About 70% of daily trading volume on U.S. stock markets – including the NYSE – is executed via algorithmic (automated) trading.
That means when you buy or sell a stock, it’s likely that it’s not a human trader on the other end of the trade. It’s an algorithm.
Now, quant hedge funds are beginning to rely on the latest AI chips, like Nvidia’s popular GPUs, to test some of their most advanced models.
But I’m here to tell you that it’s not just elite Wall Street funds who get to harness the power of AI to boost their profits. Thanks to the breakthrough we’ve made at TradeSmith, everyday investors like you can, too.
As a software engineer with a degree in computer science, I know that it takes an insane amount of research, calculation, computer processing power, trial and error – not to mention grit – to create a system that can get damn close to true foresight.
But at TradeSmith, we’ve done it.
As we’ve shown in our extensive backtesting, it’s now possible to see four years, eight years, even nine years of stock market gains in a matter of weeks using this AI-powered tool.
We’re calling it TradeSmithGPT.
Now, that doesn’t mean TradeSmithGPT will get 100% of its calls right. There will be hits and misses.
But by harnessing its power, you’re significantly stacking the odds in your favor.
Here’s an example I showed folks during the live demo of TradeSmithGPT. It’s a trade our system flagged on Oct. 3, 2024…
That’s when this AI identified a 19-day profit window opening for the popular music streaming platform stock, Spotify (SPOT).
Not only that, but it also identified the type of trade that would be best to execute in this window – which created a trade opportunity for a gain of 153% in just a few weeks.
That doesn’t mean that SPOT’s stock soared 153%, of course. But it means that with this AI edge and placing a specific trade, you could have seen this triple-digit gain in less than three weeks.
Or let’s go back to last summer, on July 17…
Our system identified video conferencing stock RingCentral’s (RNG) “profit window” as nine days…
And the trade it recommended to capitalize on this profit window brought home gains of 102%.
Same logic applies here as it did to the SPOT trade. While RingCentral stock itself didn’t climb to skyscraper heights, the specific type of trade that TradeSmithGPT identified could have helped you grab a quick 100+% gain in mere days.
The Window Is About to Close
The message is clear: TradeSmith’s unique AI trading tool can give you an edge where you normally wouldn’t have one in the markets.
And it’s available right now for folks like you.
If you missed the live demo of TradeSmithGPT, don’t worry. You can view the replay here – but only for a limited time.
And by acting now, you’ll be ready to seize a brand-new opportunity TradeSmithGPT just flagged… which will drop on Tuesday, March 31.
But as I said, the replay is only around for so long. After Monday, I can’t promise you’ll ever see it again.
Go here now – and you’ll have three fresh trade opportunities ready for you on Tuesday.
All the best,
Keith Kaplan
CEO, TradeSmith
RJ Hamster
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Bravo Troy Ohio is where the news is always Good and it is always about Troy, Ohio.
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RJ Hamster
Kalshi Wins Margin Trading Approval
Your Daily Market Alert
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RJ Hamster
Weekly Roundup – March 29, 2026
AN OXFORD CLUB PUBLICATION
Loyal reader since August 2025
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Man Who Called Nvidia at $1.10: THIS NEW STOCK is the Next Trillion Dollar Company
Biggest Tech Firms in the World are Loading Up! And Apple Just Signed a Deal Through 2040. Get the Whole Story Here.
– ON THE AIR –
ELON MUSK IS ABOUT TO MAKE TESLA SKEPTICS LOOK LIKE COMPLETE IDIOTS… AGAIN
Remember when “experts” said Tesla would never work? That electric cars were a joke? That Elon was just a “crazy dreamer”?
Those same morons are now saying robotaxis are “decades away.”
WRONG. Tesla’s robotaxi fleet launches THIS YEAR. The $34 trillion revolution starts NOW.
Marc Lichtenfeld reveals his thoughts on which companies will ride Elon’s coattails to massive profits.
Don’t be the fool who bets against Musk AGAIN
– WEALTHY RETIREMENT WEEK IN REVIEW –
Here’s what we covered last week in Wealthy Retirement. If you missed anything, be sure to get caught up below!
Dividends vs. Buybacks: Which Are Better for Investors?
Are your investments treating you like Mr. or Ms. Right… or Mr. or Ms. Right Now?
Plains All American: A Solid Energy Value Play
Energy markets have been anything but calm… but Plains has been holding steady.
Restaurant Brands: A Reliable Dividend Payer in a Crazy Market
It’s been difficult to find winning stocks over the past month… but this one fits the bill.
The “Tremendous Problem” With the Government’s Stock Investments
The administration’s actions go against everything American-style capitalism stands for.
Pre-IPO Investing: Where the Real Fortunes Are Made
For years, pre-IPO opportunities were exclusive to ultra-wealthy insiders. Now, the landscape is shifting.
– THE LATEST FROM LIBERTY THROUGH WEALTH –
Our sister e-letter, Liberty Through Wealth, aims to empower you to confidently take charge of your journey to financial liberty. Keep reading below for insights from Chief Investment Strategist Alexander Green and others:
How Smart Investors React to $100 Oil
Oil just blew past $100 for only the fourth time in 44 years – here’s what history shows smart investors do with their stocks when crude spikes.
Enjoy Every Sandwich
How a dying CEO discovered the joy of slowing down, living in the present and truly appreciating the people and moments that make life worth living.
– FRIENDS OF THE CLUB –
Here at The Oxford Club, we cherish the opportunity to network with other individuals and organizations that share our values. Here’s what some of our trusted colleagues from around the financial world have been sharing with their readers lately:
Most Investors Run the Same Portfolio in Every Market. That Is a Mistake.
There is a time to push for excessive returns and a time to protect what you have.
SaaS Crash Alert: Why Catching This Falling Knife Could Get Ugly
These companies were early beneficiaries of the AI trade, positioning themselves as the interface layer for automation and productivity gains. Investors bought that story aggressively, pushing valuations to levels that required near-perfect execution.
BUILD AND PROTECT YOUR WEALTH
Discover the Top Passive Income Opportunity for 2025…
Don’t Miss: Trader Reveals New Strategy That Targets BIG Potential Profits With 1 Ticker Every Week.
New IPO Signs MAJOR Deal with Apple Until 2040. Will It Be the Next Trillion Dollar Company?FacebookLinkedIn
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RJ Hamster
less than two weeks to prepare?
Dear Reader,
As I see it…
You have less than two weeks to prepare for the biggest “millionaire maker” event of the next decade.
My name is Dr. Mark Skousen.
And I met Elon Musk face-to-face at a private gathering of Wall Street elites.
Based on our interaction — combined with months of my own research — I’m now convinced of one thing:
Elon will announce the highly coveted SpaceX IPO on April 20th.
That date is coming fast…
Now… think back for a moment to Tesla’s IPO… when early investors who got in and held on turned $50,000 into $1.5 million over the next 10 years.
The SpaceX IPO is expected to be bigger.
Much bigger…
Industry experts are calling it a “seismic event” — a $1.5 trillion valuation that could surpass the combined market caps of the six largest U.S. defense contractors.
Once that announcement hits… the window slams shut.
But right now — before April 20th — there’s still a way to grab a pre-IPO stake in SpaceX.
I’ve found a backdoor.
And I’m sharing the ticker for free.
Click here to see how to get positioned before April 20th.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. Studies suggest 95% of IPO profits are made BEFORE a company goes public. The SpaceX IPO could happen less than two weeks from today. Click here now to discover how to position your money before it’s too late.
Bonus Article from MarketBeat
Energy Stocks Surge on Oil Spike: Buy, Hold, or Take Profits?
Reported by Chris Markoch. Posted: 3/25/2026.
Key Points
- Energy stocks are rising amid geopolitical tensions, with volatility in oil prices creating both risks and opportunities for investors.
- Chevron, Valero, and Enbridge highlight different ways to gain exposure across upstream, midstream, and downstream segments.
- Dividend yields and pricing power make energy stocks attractive, even as investors weigh whether to take profits or remain invested.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Since hostilities with Iran began on Feb. 28, energy stocks have been among the few dependable winners for bullish investors—until a social-media post by President Trump briefly pushed oil and oil stocks lower. It was a reminder that when markets are on a knife’s edge, even small items can trigger big moves.
It’s worth noting that Chevron Corp. (NYSE: CVX)CEO Mike Wirth says markets are underpricing the supply shocks from Iran’s closure of the Strait of Hormuz. Wirth argued the market was trading on “scant information” and “perception.” While investors are being flooded with data, the accuracy of that information is often in question.
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That isn’t merely an oil executive “talking his book.” Wirth runs a major that has operated in Venezuela for decades and knows firsthand what a disrupted market looks like and how long it can take to return to “normal.”
Even if oil avoids a worst-case outcome—such as the $200-per-barrel scenario floated by Citigroup (NYSE: C)—consumers will likely face higher pump prices for a while. If you’ve been on the sidelines during this rally, there are still ways to participate across different areas of the industry.
Big Oil Strength: Chevron Leads the Charge in a Tight Supply Market
Starting with Big Oil, Chevron is the first name to consider. CVX is up nearly 33% in 2026 and has broken out of a range it had been in since 2022.
The recent surge followed U.S. military activity in Venezuela, where Chevron is the only Western oil company currently allowed to operate.
It’s reasonable to ask whether CVX could snap back if tensions in the Strait of Hormuz ease. The stock trades about 11% above its consensus price target, though analysts have been lifting that target—most aggressively at Piper Sandler, which raised its price target to $242 from $179.
Over the past three years, CVX has delivered roughly a 50% total return. That may not thrill pure growth investors, but it underlines Chevron’s standing as a Dividend Aristocrat. For investors seeking both growth and income, CVX remains attractive: even after the rally it yields about 3.5%, or roughly $7.12 per share annually at current prices.
Refining Advantage: Valero Thrives on Volatility and Margin Expansion
If Chevron represents the upstream side of the trade, Valero Energy (NYSE: VLO) offers a different profile: a pure-play refiner that can profit even when crude prices swing. That makes Valero a distinct proposition in the current environment.
While many energy stocks move with crude prices, refiners like Valero benefit from the spread between crude input costs and refined product prices—known as the crack spread. Supply disruptions that rattle producers can actually widen refine margins.
Valero is the world’s largest independent petroleum refiner, operating 15 refineries across the U.S., Canada and the U.K. That scale provides a competitive moat and operational flexibility to adjust sourcing if disruptions force changes to crude supply routes.
VLO has climbed more than 45% in 2026 and trades roughly 20% above its consensus price target. Analysts have been raising forecasts, and while the stock looks somewhat extended, Valero also pays a dividend near 2% (about $4.80 per share annually), making it a blend of cyclical upside and income for patient investors.
Midstream Stability: Enbridge Offers Income and Volume-Driven Growth
Another way to play the energy rally is through midstream companies—pipeline operators that act like toll booths for oil and natural gas. They earn fees to move product regardless of commodity prices, so their performance depends on volumes rather than spot prices. With throughput near record levels in early 2026, volume is a key advantage right now.
That’s why Enbridge Inc. (NYSE: ENB) deserves consideration. The Canada-based company operates over 18,000 miles of pipeline and handles roughly 30% of North American crude production, while transporting about 20% of the natural gas consumed in the U.S.
Over the past three years, ENB has returned about 80% total, reflecting the steady performance typical of midstream firms. The consensus price target of $65 implies nearly 20% upside from current levels, and that potential is complemented by a reliable dividend that currently yields around 5.1% (about $2.78 per share annually).
Sunday’s Exclusive Article
5 April Buys With Double-Digit Year-End Targets
Written by Thomas Hughes. Article Published: 3/27/2026.
Key Points
- Tech stocks are well-positioned to rebound, offering value in early 2026.
- Their improving forecasts are contrary to market headwinds, pointing to continued strength this year.
- Catalysts are likely as the Q1 and full-year 2026 reporting season progresses.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Stock price action in 2026 faces headwinds but remains on track for S&P 500 stocks and others to move higher by year-end. While challenges persist, bullish fundamentals—strength in labor markets, consumer demand and business spending—remain intact. Most business spending is focused on tech, especially data centers and AI, but it extends to other industries as well. The stocks below share several traits: exposure to tech, improving outlooks and the potential to reach high double-digit gains by year-end.
NVIDIA: Too Cheap to Ignore
There are many reasons to buy NVIDIA (NASDAQ: NVDA) stock in April, but the one summing it all up is the deep-value opportunity. Value is visible in the price-to-earnings multiple and analyst trends, which together suggest high-double-digit upside is the minimum to expect. Trading near 21x projected fiscal 2027 earnings, the stock is roughly 50% below where blue-chip tech typically trade, despite robust long-term trends and a strong forward outlook. Long-term forecasts that have so far been conservative imply NVDA would trade at just 6x the 2035 forecast, implying 400%–600% upside over the next five to ten years.
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Key catalysts include the upcoming earnings release, which could affirm current trends and accelerate them. Competition exists, but NVIDIA’s first-mover advantage is substantial, and the company has the capital to capitalize on it. Investors should expect announcements around acquisitions and investments in the coming months. For now, 53 analysts rate the stock a Buy, with a 96% buy-side bias and a consensus forecast for roughly 50% upside.
Advanced Micro Devices: Expensive Today, Super Cheap Versus Tomorrow
Advanced Micro Devices (NASDAQ: AMD) trades at a premium to current-year earnings, but those figures don’t capture the company’s trajectory. AMD is at a critical pivot—on the cusp of launching rack-scale solutions for hyperscale AI datacenters that could unleash torrential demand. Its MI450 solutions deliver superior performance for certain tasks, including inference, and offer a lower total cost of ownership, making them an attractive option when available. Analysts forecast revenue and earnings acceleration, but still well below likely potential. Based on demand trends, AMD’s revenue growth could reach triple digits within the first few quarters after the MI450 launch.
Analyst trends are only slightly less bullish for AMD than for NVIDIA. The consensus of the 40 tracked by MarketBeat is a Moderate Buy. Coverage is increasing, sentiment is firming, and the buy-side bias is 75%. The consensus price target implies roughly 30% upside; the high-end range, where the trend is leading, suggests about double that.
Nebious Group: Building Capacity as Fast as Possible
Nebious Group (NASDAQ: NBIS) faces headwinds, including a swelling debt load, but a growing backlog driven by deals with Meta and Microsoft helps offset them. The most likely scenario is that this data center business, which has close ties to NVIDIA, continues to execute and convert that backlog. Currently, the backlog is nearly $50 billion, with revenue recognition expected to accelerate significantly in the subsequent fiscal year as new projects come online.
Only 13 analysts cover NBIS, but the underlying trends look robust. Coverage is up more than 100% on a trailing 12-month (TTM) basis, and sentiment is firming with 11 Buy ratings. The stock is up nearly 200% TTM; the consensus price target implies more than 30% upside, and recent targets are clustering at the high end—about another 20% higher.
Amprius Technologies: Winners Keep on Winning
Amprius Technologies (NYSE: AMPX) is a textbook bull-market story driven by an emergent technology, validation through contract wins, ramping capacity, rising demand and improving results and guidance. The most likely outcome is that this story continues to advance boldly, with expanding revenue, margins and profitability.
Technicals reinforce the thesis: the Q4 2025 earnings release triggered a four-week buying event that pushed the stock to multi-year highs. The subsequent consolidation looks like a continuation pattern, suggesting even higher prices are likely.
BigBear AI: Sell-Off Exhausted, Rebound in the Works
BigBear AI (NYSE: BBAI) isn’t out of the woods yet, but its fiscal 2025 report showed the company’s aggressive repositioning has ended. The dilutive capital raising has stopped, the balance sheet is healthier, new acquisitions position the company for growth, and business trends are improving. The likely outcome is that momentum accelerates in upcoming releases, triggering short covering and a full reversal in the stock’s price action.
With about 27% short interest, the stock is ripe for a squeeze. Analyst coverage remains limited but implies more than 50% upside; institutional activitywas more pronounced in Q1 2026, with institutions actively accumulating shares.
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Today’s Bonus Content: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company(From Banyan Hill Publishing)
RJ Hamster
Three Stocks to Buy as Investors Flee This $3…
Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market
Tom Yeung here with your Sunday Digest.
Could a spark light private credit markets on fire?
According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear:
Absolutely.
In a Bloomberg Television interview this week, the Wall Street veteran warned that the recent panic around private credit funds could be a signal of more trouble ahead.
“You accumulate tinder on the floor of the forest and eventually a spark will come,” Blankfein said. “We haven’t had a crisis for a long time, that itself is a reason for concern, because… you haven’t had to sell in distress things that accumulate on your balance sheet that might not be marked correctly.”
In other words, a lot of trouble could be hiding within Business Development Companies (BDCs) – the funds that invest in illiquid private firms and sell shares to the public. Their investments are not “marked to market,” so losses can hide in plain sight. It’s the same accounting magic that allowed banks to obscure losses leading up to the 2008 global financial crisis.
It’s hard to overstate how popular these private-market funds are, or how much trouble they might cause. The top 40 publicly traded BDCs were valued at almost $80 billion last year, and this “shadow banking” system is worth as much as $3 trillion once you include private-market deals and other financing vehicles.
Few other places offer the double-digit dividends that retirees and risk-averse investors seek out.
Even fewer allow the “Four Horsemen” of dangerous investing – complexity, concentration, leverage, and illiquidity – to roam so openly.
The opaque structures have now begun to crack. Last September, automotive supply company First Brands filed for Chapter 11 bankruptcy, triggering a selloff in the BDCs that owned shares. One fund with roughly $22.5 million locked up in First Brands saw its stock price plummet 30%.
The trouble has only snowballed. In November, Blue Owl Capital Corp. (OBDC) called off a merger because too many investors were pulling their money out. By late March, at least four major private-market funds had limited how much investors could withdraw – a move that tends to trigger exactly the panic it’s meant to prevent.
After all, every BDC investor knows that these funds can run into trouble even if they’re solvent. When enough panicked investors sell shares, all at once, the resulting decline in stock prices generally prohibits BDCs from raising fresh capital. That can indirectly cause a wider fire-sale if the fund then fails to meet asset-coverage ratios required by the Securities and Exchange Commission.
So, how afraid should we be of a spark that lights the private capital markets on fire?
The Next Credit Crisis
InvestorPlace Senior Analyst Louis Navellier believes we should be very, very concerned. There’s a lot more that can still go wrong in private credit, and he believes that a $3 trillion crisis in this “shadow banking” business is nearing a breaking point.
He identifies June 30, 2026, as the most likely date we’ll see a reckoning, and he explains why in his latest presentation here.
There are three key reasons you should pay close attention… and not only because Louis also predicted the collapses of Enron, Lehman and Silicon Valley Bank.
First, BDCs and other private credit funds have had years of ultralow interest rates and rising asset prices to gorge themselves on questionable deals.
Bought a company for too much?
Don’t worry, someone else will buy it from you for even more next year.
Have a $100 million loan that’s coming due?
Go ahead and refinance it. The Fed’s rate is near zero.
In fact, the First Brands blow-up was a poster child of a bad deal hiding in plain sight. Few funds questioned the aggressive debt-financed growth of the automotive supply firm. And no one bothered asking how a CEO with a history of alleged misrepresentation (and getting sued by former business partners) was able to borrow more than $10 billion to finance his empire.
And if a high-profile company like First Brands got away with it for so long… how many more “cockroaches” could be hiding among lesser-known firms?
Secondly, BDC ownership is overwhelmingly made up of dividend-seeking retail investors. This cohort has a history of panic selling during times of crisis, and global investment firm Cambridge Associates notes that the group was happy to unload BDCs well below net asset value in 2020.
As Louis outlines in his latest presentation, this is something that could well happen again. Fear is contagious, and BDC redemptions could go from “bumping up against limits” to an all-out dash for the exits.
Finally, the agentic AI-instigated bloodbath in the software industry could soon spill into BDC valuations. As Louis explains, software firms are some of the largest borrowers in private credit markets, and all are now facing existential threats from AI automation.
Shares of blue-chip software companies like Salesforce Inc. (CRM) have already plummeted 36% from their peaks, and Louis believes these losses will become apparent by his June 30 deadline.
So, what can investors do? Well, earlier, I mentioned that BDC owners are overwhelmingly retail investors.
I’m not talking about the meme-stock crowd. Most social media users under 40 would never have heard of Ares, Hercules, or Prospect Capital.
Instead, BDC owners are typically older individuals seeking consistent dividend income. They’re the ones looking at Ares Capital Corp. (ARCC) – the world’s largest BDC – and snapping up shares to enjoy a 10.5% dividend yield. Smaller firms like Oxford Square Capital Corp (OXSQ) and Great Elm Capital Corp (GECC) offer yields of 20% or more. (GECC was the $16.5 million investor in First Brands that lost 30%.)
That’s important, because investors rotating out of BDCs will not be reinvesting their cash into low-quality moonshots or speculative growth firms.
Instead, they will be seeking alternative sources of dividend income.
And so, we should expect high-yielding quality stocks to outperform as this rotation gets underway. There could be a lot of cash flowing out of private markets, and investors will be parking it in these types of investments.
Louis talks about this in greater detail in his latest presentation, which you can see here. And in the meantime, I’d like to illustrate his thinking with three companies that fit this bill.
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Profiting from America’s Shale Exports
Much of America’s natural gas has historically been “trapped” in the Permian Basin. Older interstate pipelines ran to the wrong places, and so gas was flared, trucked, and even sold to buyers at negative prices. Texas’ Waha Hub prices have often drifted below zero as a result.
That’s where Energy Transfer LP (ET)comes in.
The company operates one of the largest pipeline networks in America and runs several indirect routes from the Waha Hub in West Texas to the Texas Gulf Coast, where gas is compressed and exported as liquefied natural gas (LNG). Energy Transfer plans to open a more direct Waha-to-Gulf route later this year. ET is also a major player in natural gas liquids (ethane, propane, etc), where it holds a 20% global share of exports. And it’s seen demand surge due to insatiable AI demand and LNG shortages from war in the Middle East.
Best of all, Energy Transfer is a low-leverage, income-earning play that offers a 6.9% dividend yield and plenty of room for growth. Its upcoming Waha-to-Gulf pipeline offers a near-term catalyst, and several more pipelines are planned to come online by 2029.
Analysts expect free cash flows to surge 28% this year, 31% in 2027 and 8% in 2028. Shares trade at just 6.5X forward cash flows, making it my favorite midstream company right now.
A Blue Chip on Sale
Investors exiting BDCs will also be seeking out more traditional dividend plays. And Kimberly-Clark Corp. (KMB)sits at the perfect intersection of having 1) high dividends, 2) consistent profits, and 3) a defensible business.
Kimberly is a household goods company that owns six key brands: Huggies, Scott, Kleenex, Cottonelle, Depend, and Kotex. Each generates over $1 billion in annual sales, and profit margins are high.
The Dallas area-based company generated 44% returns on capital invested last year, second in its class only to Proctor and Gamble Co. (PG). KMB also plans to acquire Kenvue Inc. (KVUE), Johnson & Johnson’s (JNJ) former consumer health division. That will add brands like Tylenol, Neutrogena, and Band-Aid to Kimberly’s portfolio.
This acquisition has clearly spooked investors. KMB’s shares have plummeted 18% since announcing the acquisition last November, because everyone knows Kimberly’s profit margins will decline in the short term. Kenvue’s lineup is not nearly as profitable as Kimberly’s existing portfolio.
Yet, markets are also forgetting that Kimberly has a long history of building strong brands in commodity-like markets. Despite some stumbles abroad, the firm has managed to convince the world that it’s worthwhile to pay a premium for branded tissue paper.
In addition, the recent selloff now prices KMB’s stock at a 5.3% dividend yield – well above its long-term average of 3.6%. (Lower stock prices mean higher dividend yields.) Shares trade at their most attractive levels since 2012.
So, even though Kimberly lags the industry leader, its high dividend and reasonably defensible business should be enough to tempt conservative investors its way.
The Conservative REIT
As I’ve said before, Realty Income Corp. (O) is the REIT to buy and hold forever.
It is the only Dividend Aristocrat that offers monthly dividends, and it maintains an ultra-conservative profile by favoring “triple-net” leases where the tenants pay for utilities, taxes, and other costs. Realty’s shares have advanced 15% since I wrote about them in mid-2024, compared to a 26% collapse in the BDC index (including dividends), as measured by the VanEck BDC Income ETF (BIZD).
The downside of this conservatism is slower growth. Management will often sacrifice higher rental income to secure better clients, making Realty Income the opposite of hypergrowth data center plays like Digital Realty Trust Inc. (DLR) or CoreWeave Inc. (CRWV).
However, “slower” doesn’t mean “zero.” The company has grown its Adjusted Funds From Operations (AFFO) per share by 4.6% annually over the past decade – outpacing most of its triple-net rivals. Analysts expect another 4.1% growth this year, and its 5.3% dividend yield is especially attractive.
For conservative investors, Realty offers a way to help savings grind higher over time.
Buying Quality
Energy Transfer, Kimberly-Clark, and Realty Income all have this in common:
They are high-earning companies that clearly explain how their dividends are made.
The companies will face no surprise revaluations… no sudden withdrawal limits… no financial blowups that threaten BDCs. Instead, they will be pumping gas, selling Kleenex, and renting retail space while sitting on their strong balance sheets.
Meanwhile, BDCs are looking increasingly at risk. Bloomberg reports that around $5 billion of capital is now trapped in the private credit industry – stuck behind redemption limits. More asset managers are expected to impose curbs in the coming weeks.
That could create a feedback loop that spirals out of control.
“I don’t see anything systemic,” Lloyd Blankfein conceded in that same interview. “But by the way, I didn’t necessarily see anything systemic in the run-up to the [2008] crisis, which is why that’s the nature of bubbles. Everyone sees it in hindsight, but no one sees it in prospect.”
That’s why you’re going to want to hear what Louis has to say in his new free presentation. In it, he explains why a new wave of bankruptcies could rock the U.S. stock market, and how the shake-up will create devastating losses for some investors… and riches for others.
Click here to sign up for the event.
I’ll be out for travel next week, so I’ll see you back here in two weeks.
Regards,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
