RJ Hamster
RJ Hamster
RJ Hamster
RJ Hamster
I wish this wasn’t the case…
But it’s happening, exactly as I predicted.
And now a colossal societal shift is about to upend everything.
I first warned my readers of this threat months ago. Many disregarded it.
It seemed too far off… too extreme… but now it’s happening… and mark my words: it’s going to accelerate exponentially from here because the cat is now officially out of the bag.
Let me explain:
News just broke that Meta is laying off 10% of its employees (around 8,000 jobs) in a push for “efficiency.”
On the same day Microsoft announced it will offer voluntary retirement to 7% of their U.S. workers (stated another way, quit now on your terms or we’ll fire you).
Oracle, Block, Snap, Amazon, and others have all done the same.
Although most people think this is about AI… it’s not. The story goes far deeper and is far more consequential. It’s something that I’ve been warning off for months now.
And I’m not the only one.
Two Nobel Prize winners have warned of this Final Displacement.
Because they know, as I do, this event could trigger a once-in-a-generation wealth shift.
A transfer of wealth that’s already begun with Goldman Sachs estimating 12,400 Americans are being financially destroyed every day… while others grow richer than ever before.
Which side you’re on could depend on what you do next.
Because for those who understand what’s unfolding, this could be one of the greatest wealth-building phenomena of their lives.
But for those who bury their head in the sand… this force threatens to wipe out years of investment returns and could even destroy their financial future.
Here’s the full story for you.

26 years ago, I started telling friends, family, and anyone who would listen about an unprecedented societal shift that was barreling down on us.
I’d discovered that a new technology was about to unleash massive, almost unimaginable, changes. I likened the impact to the railroad boom, the Industrial Revolution, and the rise of personal computing.
At the time, I was working as an investment analyst for an elite research group, but my colleagues and bosses refused to listen to me.
No matter what I said, they simply would not acknowledge the sands shifting beneath their feet.
The legendary Dr. Kurt Richebächer – one of the world’s leading Austrian economists – even called me and my ideas “radical.”
But I was certain this new technology would trigger a transformation that was simply unfathomable to most people… and those on the frontier could reap financial returns unlike any the world had ever seen before.
So, I decided to put my entire career – not to mention every cent I had – on the line to spread the story myself.
I left my job as a research analyst… went home to my third-floor apartment in one of Baltimore’s worst neighborhoods… and with a borrowed laptop, I wrote my first financial prophecy.
And in an investment paper that’s now been read by more than one hundred thousand people…
I explained how the endless miles of new fiber optic cables being laid was creating a new railroad across America.
And that this new “railroad” was going to upend the telecommunications industry and pave the way for a new internet economy.
I also warned it would decimate some of America’s most dominant companies like AT&T.
At the time, this was an outlandish idea, with analysts calling AT&T “dominant”, “unstoppable”, and “the giant that no other company can topple.”
But those who were willing to open their minds to my so-called “radical” ideas were not only able to sell these companies before they collapsed…
They also had the chance to get in early on the firms that would go on to command this new internet economy:
Amazon, Adobe, Qualcomm, SunMicrosystems, Uniphase, Texas Instruments… These are household names now, but when I first recommended them in the late 90s, they were complete unknowns.
Since then, I’ve issued a number of other financial prophecies, many of which have come to pass precisely as I predicted.
But today, I’m stepping forward with a new exposé that I believe could surpass anything I’ve ever done…
It’s an investigation into what I call The Final Displacement… and I don’t think we will ever again see a story that rivals the magnitude of this during my lifetime.
I’m not talking about AI… quantum computing… augmented reality… the blockchain… or anything else you might be thinking of.
No. This is far bigger than them all. In fact…
It’s the cornerstone that all our recent technological innovations have been built upon and the future will be built upon too.
Yet you’ve likely never heard of it before.
Outside of the labs in the world’s most prestigious universities and tech companies, almost nobody has.
But those who have… those who can see the writing on the wall… they’re investing billions of dollars, as they know this will transform everything.
Marc Andreessen… Ben Horowitz… Elon Musk… Jeff Bezos… Mark Zuckerberg…Jensen Huang… Bill Gates… the list goes on and on.
They know, as I do, that in a few years from now, we will not recognize the world we live in.
How we work, live, communicate, transact… it will all be completely upended by what’s coming next.
Today, I’m going to share it all with you… and I promise you’ve never heard anything like this before.
You see, despite the magnitude of this story, nobody is openly and freely discussing this turning point. And that deeply concerns me, because I believe its emergence will draw an indelible demarcation line in society.
On one side, you’ll have those who understand it, invest in it, and who are greatly enriched by it.
On the other side… you’ll have those who underestimate it, turn a blind eye and are unfortunately impoverished by the sweeping changes it ushers in.
I know what side I’ll be on.
And I know what side I want you to be on.
So go here to watch my full investigation into this story.
Including the names of the companies to buy and sell if you want to capitalize on the impending multi-trillion-dollar displacement.
Good investing,
Porter Stansberry
Sunday’s Exclusive Content
Reported by Jeffrey Neal Johnson. Published: 4/16/2026.

In financial markets, turmoil often follows a familiar script. When the recent U.S.-Iran peace negotiations in Islamabad collapsed, traditional markets reacted as expected: the S&P 500 saw heightened volatility and crude oil surged as investors sought tangible assets — a classic flight to safety amid rising geopolitical risk.
This time, however, a new actor emerged. While equities wavered, the digital asset class showed notable resilience. Bitcoin (BTC), long viewed by many as a speculative risk-on asset, held firm above the key $71,000 support level.
The Stock Signal That Called 2008 Just Flashed Red
What does a 100-year-old algorithm know that Wall Street doesn’t? This proprietary signal predicted the Dot-Com bust, the 2008 financial crisis, and the 2020 crash. Now, as Middle East tensions threaten to trigger America’s $38T debt crisis, it just issued its biggest warning yet. Get the 10 popular stocks to avoid — and 3 overlooked stocks you need to buy now.Get the full details in our urgent briefing
That performance may signal a shift in market perception, bolstering the argument that Bitcoin is evolving into a non-sovereign safe-haven — a form of digital gold. For investors looking to align portfolios with this trend, two stocks — Strategy Inc. (NASDAQ: MSTR) and Coinbase Global (NASDAQ: COIN) — offer compelling but fundamentally different ways to gain exposure.
Strategy Inc. provides perhaps the most direct equity proxy for Bitcoin. While it operates an enterprise analytics software business, the company’s identity and valuation are now closely tied to its aggressive strategy of acquiring and holding Bitcoin as its primary treasury reserve. As a result, the company’s balance sheet is effectively a direct reflection of the digital asset’s market value (see Strategy’s balance sheet).
The company’s commitment is substantial, with holdings reported at 780,897 BTC (roughly $59 billion). That conviction was on display when the company added $1 billion — 13,927 more Bitcoin, even as geopolitical tensions were rising.
This all-in approach causes Strategy’s stock to move closely with Bitcoin’s price. For example, the shares gained about 6% to trade above the $138 level following the recent market divergence (see Strategy’s chart).
Investors often pay a premium for Strategy stock relative to the net asset value (NAV) of its Bitcoin holdings. That premium reflects strong demand for regulated, easy-to-trade exposure to Bitcoin — effectively a way to gain exposure without buying and custodying the digital asset directly.
Where Strategy Inc. is a direct bet on Bitcoin’s price, Coinbase Global is a broader play on the entire digital-asset ecosystem. As the leading U.S.-based exchange and custodian, Coinbase is building the regulated infrastructure institutional investors require before deploying large pools of capital. That role becomes especially important in times of uncertainty.
A key regulatory development has reinforced Coinbase’s position: the company received conditional approval from the Office of the Comptroller of the Currency (OCC) for a national trust charter. This approval is more than paperwork — it enhances Coinbase’s standing as a federally regulated custodian.
For institutional clients such as pension funds and asset managers, that level of oversight is often a prerequisite. As large investors increasingly look to diversify into digital assets as a hedge, they are likely to prioritize regulated platforms like Coinbase.
Coinbase’s transaction-based revenue model also positions it to benefit from higher trading volumes during periods of market volatility. The market has taken note: Coinbase shares climbed roughly 8% to above $188, reflecting investor interest in the company’s regulatory moat and long-term prospects (see Coinbase’s chart).
Strategy Inc. and Coinbase Global both offer exposure to the digital-asset trend, but they represent different investment theses and appeal to different risk profiles.
An investment in Strategy Inc. is a direct, high-conviction play. It is a high-beta stock — typically more volatile than the broader market — and offers amplified exposure to Bitcoin’s price swings. Buying Strategy is essentially a focused bet on Bitcoin’s narrative as digital gold and on continued appreciation of the asset.
Coinbase, by contrast, is a broader, more diversified bet on the institutionalization and long-term health of the crypto ecosystem. Its performance depends on overall market activity, adoption of services like staking and custody, and its ability to navigate regulatory change. To borrow a gold-rush analogy: investing in Strategy is like backing an ambitious gold miner, while investing in Coinbase is like owning the company that sells the picks, shovels, and secure vaults to every miner.
Recent market behavior has strengthened the case that digital assets may occupy a lasting role in modern portfolios, particularly as a hedge against geopolitical instability. Both Strategy Inc. and Coinbase Global are well positioned to benefit from that trend, though they offer very different paths for investors.
Strategy Inc. is suited to investors with strong conviction in Bitcoin’s future as digital gold and a willingness to accept significant price volatility. Coinbase is better for investors seeking exposure to the broader, regulated infrastructure that could support the market’s next phase of growth.
Rather than rushing to buy, consider which approach best aligns with your investment horizon and risk tolerance. Adding both names to a watchlist and monitoring how each performs relative to Bitcoin and broader market sentiment can be a prudent way to gain insight. Pay attention to institutional adoption news for Coinbase and to how Strategy manages its corporate treasury over coming quarters — both will be important signals of long-term potential.
Sunday’s Exclusive Content
Reported by Leo Miller. Published: 4/14/2026.

CrowdStrike (NASDAQ: CRWD), Chewy (NYSE: CHWY), and Nutanix (NASDAQ: NTNX) are three stocks the market has turned against. All three are down roughly 30% from their highs, as investors weigh a range of concerns. Amid the selloff, each company has moved to instill confidence by announcing new share buyback programs.
Buyback announcements often signal that a company believes its stock is undervalued. When a company repurchases its own shares it is, in effect, investing in itself. While buybacks can also reduce outstanding share counts and boost per-share metrics, that is a less likely primary motive when shares have fallen sharply. Examining the recent buyback moves at CrowdStrike, Chewy and Nutanix helps clarify how confident management teams are about future prospects.
The Stock Signal That Called 2008 Just Flashed Red
What does a 100-year-old algorithm know that Wall Street doesn’t? This proprietary signal predicted the Dot-Com bust, the 2008 financial crisis, and the 2020 crash. Now, as Middle East tensions threaten to trigger America’s $38T debt crisis, it just issued its biggest warning yet. Get the 10 popular stocks to avoid — and 3 overlooked stocks you need to buy now.Get the full details in our urgent briefing
Since hitting all-time highs in November 2025, CrowdStrike’s share price has fallen more than 30%. The biggest source of pressure is fear that artificial intelligence (AI) tools could reshape the cybersecurity industry.
Notably, Anthropic claims its new Mythos model can detect and exploit vulnerabilities more effectively than traditional systems. At the same time, AI tools in the hands of bad actors would make cybersecurity more important than ever.
Investors are wrestling with whether incumbents like CrowdStrike will benefit from these developments or be materially disrupted by new tools.
The company has spent $150.6 million on buybacks in recent months and said it sees “a growing disconnect between our improving momentum, fueled by AI tailwinds, and our current valuation.” Recently, CrowdStrike authorized an additional $500 million program, bringing total buyback capacity to $1.5 billion — roughly 1.6% of its market capitalization.
That authorization is modest, but late 2025–early 2026 appears to be the first period in which CrowdStrike has meaningfully engaged in buybacks. The new authorization suggests those purchases could continue. Overall, the buybacks and the company’s statement imply meaningful confidence from management, though AI-related concerns are unlikely to fade in the near term.
Shares of e-commerce platform Chewy, which serves pet owners, have also plunged — down more than 40% from their 52-week high. One factor weighing on the stock is a lack of growth in net household formations, a measure of whether pet ownership is rising. Near the end of 2025 the company said it expects formations to remain “flattish.”
In its latest earnings call, Chewy said it was not forecasting a significant rebound in that metric.
Net household formations matter for Chewy because they indicate whether the company’s addressable market is expanding, contracting or staying the same.
Chewy spent about $55 million on buybacks in each of the last two quarters, leaving roughly $250 million in remaining capacity. Alongside announcing a new acquisition, the firm added a $500 million authorization, bringing total capacity to around $750 million — approximately 7% of market capitalization.
Tripling its buyback capacity is a notable vote of confidence from management.
Finally, Nutanix — which provides software for computing infrastructure virtualization — has also ramped buybacks. Its software helps companies pool computing resources so hardware is fully utilized rather than idle.
Nutanix competes with Broadcom (NASDAQ: AVGO), whose VMware platform leads the market. Since acquiring VMware, Broadcom has raised prices substantially, prompting customer consternation — a potential opening for Nutanix.
Still, AI-driven worries and other factors have pressured Nutanix’s stock. The company lowered its revenue and free cash flow outlook during its most recent earnings call, citing customers facing longer server lead times. Those delays pushed out Nutanix’s revenue timing because its software runs on that hardware. Shares are down more than 50% from their 52-week high.
Nutanix increased its buyback authorization by $750 million, taking total capacity to $779 million — about 8.5% of market capitalization. Over the last 12 months, Nutanix raised buyback spending roughly 31% year over year to about $716 million. The new authorization allows it to continue at a strong pace, which is a positive sign.
Among these names, CrowdStrike stands out. The company is one of the dominant players in cybersecurity but faces considerable uncertainty around how AI will change the landscape — both easing some security tasks and creating new attack surfaces that require protection. Wall Street analysts remain generally bullish. The MarketBeat consensus price target near $505 implies roughly 30% upside from current levels, and the company’s buybacks add another layer to the recovery thesis.
Thank you for subscribing to DividendStocks.com’s daily newsletter for dividend and income investors that covers ex-dividend stocks, new dividend declarations, dividend stock ideas, and the latest market news.
This email message is a paid sponsorship from Porter & Company, a third-party advertiser of DividendStocks.com and MarketBeat.
If you need help with your account, please email MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
Copyright 2006-2026 MarketBeat Media, LLC.
345 N Reid Place, Sixth Floor, Sioux Falls, S.D. 57103-7078. U.S.A..
Featured Link: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company(From Banyan Hill Publishing)
RJ Hamster
Mission Statement – With God’s Grace Through Faith, We Are The Hands And Feet Of Christ Empowered To Serve And Love All God’s People.
— Read on iamcrossroads.org/
RJ Hamster


Delivering World-Class Financial Research Since 1999
Editor’s note: Some of the best AI investing opportunities come from the manufacturing side…
Most folks don’t consider what goes into producing the chips used in data centers. But without the natural resources to manufacture them, the semiconductor industry would grind to a crawl.
In today’s Masters Series issue, originally published in the April 14 issue of the free Chaikin PowerFeed daily e-letter, Pete Carmasino, chief market strategist at our corporate affiliate Chaikin Analytics, shares one overlooked noble gas behind the AI boom…
By Pete Carmasino, chief market strategist, Chaikin Analytics
Pattillo Higgins knew Sour Spring Mound didn’t just stink…
It held the key to making Texans rich.
These days, Texas is the poster child for the U.S. oil and gas industry. But that wasn’t the case in the late 1800s. At the time, most of America’s oil and gas came from Appalachia.
Sour Spring Mound was a small, sulfurous hill in Beaumont, Texas.
The locals gave it that name because of its pungent smell. Natural gas routinely seeped to the surface. And the neighborhood kids sometimes set the ground on fire.
Higgins believed the smell came from a massive oil reserve beneath the hill.
So he got to work…
In 1898, Higgins hired a mining engineer to help him dig wells. If they struck oil, they hoped to get 50 barrels per day out of the hill.
On January 10, 1901, Higgins and the mining engineer hit the jackpot…


Recommended Links:
Major Nvidia Reckoning Incoming (Do This Immediately)
Silicon Valley insider Jeff Brown and 50-year Wall Street legend Marc Chaikin both recommended Nvidia when people believed the company just made chips for video games. The stock would have made you as much as 319X your money since. But today, they say the stock is facing a major reckoning… putting millions of Nvidia AI chips at risk of going DARK… yet setting the stage for dozens of opportunities to 10X your money or more as the second era of the AI race begins. Click here to learn more.
‘America’s National Nightmare Is Coming’
The reclusive Oregon forecaster who accurately predicted both the 2008 banking collapse and the post-2020 inflation crisis says a huge event is coming to America this month. He’s warning that very soon, life in America is going to take a strange and dangerous turn… See his warning here – before it’s too late.
First, the well spat out a bunch of mud. Then, it threw six tons of drilling pipe over the derrick. As the drilling team cleaned up the debris, a roar came from below the earth.
In a 2017 article, the New Yorker detailed what happened next…
More mud flew up, followed by rocks and gas and then by oil, which spouted [150] feet into the air: a black fountain surging from the arterial wound that the drillers had made.
It was the greatest oil discovery in history.
For the next nine days, until the well was capped, the gusher spurted into the air [100,000] barrels of oil a day – an output that exceeded the production of all the other wells in America combined.
After the first year of operation, the well, which Higgins named Spindletop, was producing [17] million barrels a year.
The discovery of oil beneath Spindletop launched the American petroleum boom in 1901. Now, Texas produces the most oil of any state by far – about 2 billion barrels per year.
And it all started with a foul-smelling hill along the Gulf Coast near Louisiana.
More than a century has passed since Higgins’ efforts led to the discovery of oil at Spindletop. Today, the location serves a different – yet just as critical – purpose…
It’s the world’s largest storage facility for helium.
And folks should be paying attention to this noble gas right now…
Most regular folks associate helium with balloons. But the element is far more important than your kid’s birthday party. It’s a key driver in the modern economy…
This irreplaceable gas has the lowest boiling point of any element.
That makes it the go-to coolant for some of the world’s most sensitive technologies. I’m talking about things like MRI machines, superconducting magnets, and space rockets.
The most pressing demand for helium comes from the semiconductor industry…
Throughout the chipmaking process, companies use helium for many purposes. It’s needed for lithography, sanitary material transport, and for cooling and anti-rust treatments.
In short, it’s impossible to make chips at scale without helium. So in turn, it’s one of the most critical elements in the race to build out AI infrastructure.
But there’s a big problem…
While demand is soaring, the helium supply chain looks precarious today.
Qatar is a major helium producer. But the war with Iran has drawn in the Middle Eastern country. And nearly a third of the world’s helium supply hangs in the balance.
Meanwhile, America’s Federal Helium Reserve contained more than 1 billion cubic meters in the mid-1990s. But the reserve was so deep in debt that Congress began phasing it out.
It’s now all gone.
As of the past couple of years, it’s up to private businesses to provide the helium for America’s AI ambitions. And the ones that can step up will be able to name their price.
So keep a close eye on helium producers.
And that’s not all…
More broadly, the companies that produce this essential element sit in the chemicals industry. And today, the Power Gauge says this industry is “strong.”
Our system rates 77 stocks in the space. Of those, 37 are “bullish” or better. Only four are “bearish” or worse. The rest are in “neutral” territory.
Put simply, it’s a great setup for helium producers right now. And the Power Gauge sees a big opportunity with the broader chemicals space, too.
Good investing,
Pete Carmasino
Editor’s note: A hidden threat is breaking out in the AI market. And not even the “old guard” AI companies are safe. But two investing legends have found a silver lining. On April 29, they’re showing what they believe is the greatest wealth-creation opportunity in their combined 90 years of investing. Click here for more details.
You have received this e-mail as part of your subscription to Stansberry Digest. If you no longer want to receive e-mails from Stansberry Digest click here.
Published by Stansberry Research.
You’re receiving this e-mail at pahovis@aol.com. Stansberry Research welcomes comments or suggestions at feedback@stansberryresearch.com. This address is for feedback only. For questions about your account or to speak with customer service, call 888-261-2693 (U.S.) or 443-839-0986 (international) Monday-Friday, 9 a.m.-5 p.m. Eastern time. Or e-mail info@stansberryresearch.com. Please note: The law prohibits us from giving personalized financial advice.
© 2026 Stansberry Research. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Stansberry Research, 1125 N Charles St, Baltimore, MD 21201 or stansberryresearch.com.
Any brokers mentioned constitute a partial list of available brokers and is for your information only. Stansberry Research does not recommend or endorse any brokers, dealers, or investment advisors.
Stansberry Research forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Stansberry Research (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation.
This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. It’s your money and your responsibility.
RJ Hamster

Dear Reader,
There’s a backdoor into Elon Musk’s enormous wealth…
The backdoor is simple:
93% of the time, this results in a 12.75% gain.
How does this secret work, exactly?
Well, it’s no secret that most of Musk’s wealth comes from Tesla. And he hopes you’ll buy the stock, because it makes him richer.
But here’s what Musk will never tell you…
Most of the time, Tesla stock goes nowhere.
And yet — every year, from May 20 to June 22, Tesla goes up by an average of 12.75%. This has held true 93% of the time, for 15 years.
So don’t help Musk get richer.
Just game Tesla stock using this trading secret.
Regards,

To ensure that you continue to receive marketing emails from TradeSmith, please add info@exct.tradesmith.com to your address book.
If you no longer want to receive marketing emails from TradeSmith, please click here to unsubscribe.
If you have any questions, please don’t hesitate to contact Customer Service at support@tradesmith.com or by calling 1-866-385-2076.
© 2026 TradeSmith, LLC. All Rights Reserved. 1125 N. Charles Street, Baltimore, MD 21201
Terms of Use | Privacy Policy | Unsubscribe
RJ Hamster
Get ready for the week in stocks: key earnings, ex-dividend dates, and IPOs to watch.Text “MarketBeat” to 68285 to get SMS breaking news alerts for stocks on your watchlist and other special reports. Learn More.







































Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla.
It’s already racked up $26 billion in government contracts.
Peter Thiel just bet $1 Billion on it.
👉 UNLOCK THE TICKER NOW AND GET IT COMPLETELY FREE.

BY NATHAN REIFF | APRIL 26, 2026 06:50 AM

BY PARADIGM PRESS

BY NATHAN REIFF | APRIL 26, 2026 06:10 AM

BY NATHAN REIFF | APRIL 25, 2026 09:10 AM

BY BANYAN HILL PUBLISHING

BY SAM QUIRKE | APRIL 25, 2026 08:25 AM

BY JEFFREY NEAL JOHNSON | APRIL 25, 2026 07:10 AM

MarketBeat All AccessMy MarketBeatAccount SettingsAnalyst RatingsStock ListsHeadlinesDividend DeclarationsEarnings AnnouncementsInsider TradesInsider Buying StocksInsider Selling StocksBuy StockAre we ignoring the same signal Wall Street ignored in 1929? (Ad)
The Stock Signal That Called 2008 Just Flashed Red
What does a 100-year-old algorithm know that Wall Street doesn’t? This proprietary signal predicted the Dot-Com bust, the 2008 financial crisis, and the 2020 crash. Now, as Middle East tensions threaten to trigger America’s $38T debt crisis, it just issued its biggest warning yet. Get the 10 popular stocks to avoid — and 3 overlooked stocks you need to buy now.
GET THE FULL DETAILS IN OUR URGENT BRIEFING
Amkor Technology (NASDAQ:AMKR), AvalonBay Communities (NYSE:AVB), Brown & Brown (NYSE:BRO), Cadence Design Systems (NASDAQ:CDNS), Celestica (NYSE:CLS), Cincinnati Financial (NASDAQ:CINF), Crane (NYSE:CR), Crown (NYSE:CCK), Grupo Aeroportuario Del Pacifico (NYSE:PAC), Joint Stock Company Kaspi.kz (NASDAQ:KSPI), Nucor (NYSE:NUE), Public Storage (NYSE:PSA), Rambus (NASDAQ:RMBS), Sanmina (NASDAQ:SANM), Sun Communities (NYSE:SUI), TFI International (NYSE:TFII), Universal Health Services (NYSE:UHS), Ventas (NYSE:VTR), Verizon Communications (NYSE:VZ)
Allegion (NYSE:ALLE), American Tower (NYSE:AMT), Applied Industrial Technologies (NYSE:AIT), Arch Capital Group (NASDAQ:ACGL), Ares Capital (NASDAQ:ARCC), Avery Dennison (NYSE:AVY), Barclays (NYSE:BCS), Bloom Energy (NYSE:BE), Booking (NASDAQ:BKNG), BP (NYSE:BP), Centene (NYSE:CNC), CMS Energy (NYSE:CMS), CocaCola (NYSE:KO), Corning (NYSE:GLW), CoStar Group (NASDAQ:CSGP), Ecolab (NYSE:ECL), Edison International (NYSE:EIX), Enterprise Products Partners (NYSE:EPD), Equity Residential (NYSE:EQR), Essex Property Trust (NYSE:ESS), Expand Energy (NASDAQ:EXE), Extra Space Storage (NYSE:EXR), F5 (NASDAQ:FFIV), Fair Isaac (NYSE:FICO), FirstEnergy (NYSE:FE), Franklin Resources (NYSE:BEN), General Motors (NYSE:GM), Hilton Worldwide (NYSE:HLT), Incyte (NASDAQ:INCY), Ingersoll Rand (NYSE:IR), Invesco (NYSE:IVZ), Kimberly-Clark (NASDAQ:KMB), Markel Group (NYSE:MKL), MKS (NASDAQ:MKSI), Mondelez International (NASDAQ:MDLZ), Novartis (NYSE:NVS), NXP Semiconductors (NASDAQ:NXPI), Omega Healthcare Investors (NYSE:OHI), Omnicom Group (NYSE:OMC), ONEOK (NYSE:OKE), PACCAR (NASDAQ:PCAR), Pentair (NYSE:PNR), PPG Industries (NYSE:PPG), RenaissanceRe (NYSE:RNR), Robinhood Markets (NASDAQ:HOOD), S&P Global (NYSE:SPGI), Seagate Technology (NASDAQ:STX), Spotify Technology (NYSE:SPOT), Starbucks (NASDAQ:SBUX), Sysco (NYSE:SYY), Teradyne (NASDAQ:TER), Sherwin-Williams (NYSE:SHW), T-Mobile US (NASDAQ:TMUS), TransUnion (NYSE:TRU), United Parcel Service (NYSE:UPS), Unum Group (NYSE:UNM), Vale (NYSE:VALE), Veralto (NYSE:VLTO), Visa (NYSE:V), W.P. Carey (NYSE:WPC), Waste Management (NYSE:WM), Watsco (NYSE:WSO), Webster Financial (NYSE:WBS), Welltower (NYSE:WELL), Xylem (NYSE:XYL), Zimmer Biomet (NYSE:ZBH)
AbbVie (NYSE:ABBV), Aercap (NYSE:AER), Aflac (NYSE:AFL), Alamos Gold (NYSE:AGI), Align Technology (NASDAQ:ALGN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com(NASDAQ:AMZN), American Financial Group (NYSE:AFG), American Water Works (NYSE:AWK), Amphenol (NYSE:APH), Amrize (NYSE:AMRZ), Antero Midstream (NYSE:AM), Antero Resources (NYSE:AR), ASE Technology (NYSE:ASX), Astrazeneca (NYSE:AZN), Automatic Data Processing (NASDAQ:ADP), Banco Santander Brasil (NYSE:BSBR), Banco Santander (NYSE:SAN), Biogen (NASDAQ:BIIB), BioMarin Pharmaceutical (NASDAQ:BMRN), Brookfield Infrastructure Partners (NYSE:BIP), Bunge Global (NYSE:BG), C.H. Robinson Worldwide (NASDAQ:CHRW), Canadian National Railway (NYSE:CNI), Canadian Pacific Kansas City (NYSE:CP), Carpenter Technology (NYSE:CRS), Carvana (NYSE:CVNA), CGI Group (NYSE:GIB), Chipotle Mexican Grill (NYSE:CMG), Coca Cola Femsa (NYSE:KOF), Cognizant Technology Solutions (NASDAQ:CTSH), Confluent (NASDAQ:CFLT), Deutsche Bank Aktiengesellschaft (NYSE:DB), eBay (NASDAQ:EBAY), EMCOR Group (NYSE:EME), Entergy (NYSE:ETR), Equinix (NASDAQ:EQIX), Evercore (NYSE:EVR), Everest Group (NYSE:EG), Flowserve (NYSE:FLS), Ford Motor (NYSE:F), FormFactor (NASDAQ:FORM), Garmin (NYSE:GRMN), GE HealthCare Technologies (NASDAQ:GEHC), Generac (NYSE:GNRC), General Dynamics (NYSE:GD), GFL Environmental (NYSE:GFL), GSK (NYSE:GSK), Haleon (NYSE:HLN), Humana (NYSE:HUM), IDEX (NYSE:IEX), Invitation Home (NYSE:INVH), Ionis Pharmaceuticals (NASDAQ:IONS), Kinross Gold (NYSE:KGC), KLA (NASDAQ:KLAC), Lennox International (NYSE:LII), Lloyds Banking Group (NYSE:LYG), Meta Platforms (NASDAQ:META), MGM Resorts International (NYSE:MGM), Microsoft (NASDAQ:MSFT), Mid-America Apartment Communities (NYSE:MAA), Nebius Group (NASDAQ:NBIS), Old Dominion Freight Line (NASDAQ:ODFL), O’Reilly Automotive (NASDAQ:ORLY), Penske Automotive Group (NYSE:PAG), Penumbra (NYSE:PEN), Phillips 66 (NYSE:PSX), PT Telekomunikasi Indonesia, Tbk (NYSE:TLK), Qualcomm (NASDAQ:QCOM), Regency Centers (NASDAQ:REG), Regeneron Pharmaceuticals (NASDAQ:REGN), SBA Communications (NASDAQ:SBAC), Service Corporation International (NYSE:SCI), SoFi Technologies (NASDAQ:SOFI), Stanley Black & Decker (NYSE:SWK), Teva Pharmaceutical Industries (NYSE:TEVA), Allstate (NYSE:ALL), TotalEnergies (NYSE:TTE), Tradeweb Markets (NASDAQ:TW), TTM Technologies (NASDAQ:TTMI), Tyler Technologies (NYSE:TYL), UBS Group (NYSE:UBS), United Dominion Realty Trust (NYSE:UDR), United Microelectronics (NYSE:UMC), Verisk Analytics (NASDAQ:VRSK), Viavi Solutions (NASDAQ:VIAV), VICI Properties (NYSE:VICI), Vulcan Materials (NYSE:VMC), Woodward (NASDAQ:WWD), Yum China (NYSE:YUMC), Yum! Brands (NYSE:YUM)
Agnico Eagle Mines (NYSE:AEM), Air Products and Chemicals (NYSE:APD), Alliant Energy (NASDAQ:LNT), Alnylam Pharmaceuticals (NASDAQ:ALNY), Altria Group (NYSE:MO), American International Group (NYSE:AIG), AMETEK (NYSE:AME), Amgen (NASDAQ:AMGN), APi Group (NYSE:APG), Apple (NASDAQ:AAPL), ArcelorMittal (NYSE:MT), Arthur J. Gallagher & Co. (NYSE:AJG), Ascendis Pharma A/S (NASDAQ:ASND), ATI (NYSE:ATI), Atlassian (NASDAQ:TEAM), Banco Bilbao Viscaya Argentaria (NYSE:BBVA), Banco Santander Chile (NYSE:BSAC), Blue Owl Capital (NYSE:OWL), Bristol Myers Squibb (NYSE:BMY), Broadridge Financial Solutions (NYSE:BR), Camden Property Trust (NYSE:CPT), Cardinal Health (NYSE:CAH), Carrier Global (NYSE:CARR), Caterpillar (NYSE:CAT), Cenovus Energy (NYSE:CVE), Check Point Software Technologies (NASDAQ:CHKP), Chunghwa Telecom (NYSE:CHT), Cigna Group (NYSE:CI), CNH Industrial (NYSE:CNH), ConocoPhillips (NYSE:COP), CRH (NYSE:CRH), DexCom (NASDAQ:DXCM), DT Midstream (NYSE:DTM), DTE Energy (NYSE:DTE), Eli Lilly and Company (NYSE:LLY), Encompass Health (NYSE:EHC), Entegris (NASDAQ:ENTG), First Solar (NASDAQ:FSLR), Fomento Economico Mexicano (NYSE:FMX), Fortive (NYSE:FTV), Gildan Activewear (NYSE:GIL), GoDaddy (NYSE:GDDY), Hershey (NYSE:HSY), Hubbell (NYSE:HUBB), Hyatt Hotels (NYSE:H), Illinois Tool Works (NYSE:ITW), Illumina (NASDAQ:ILMN), ING Group (NYSE:ING), Intercontinental Exchange (NYSE:ICE), International Paper (NYSE:IP), Iron Mountain (NYSE:IRM), Jones Lang LaSalle (NYSE:JLL), Kimco Realty (NYSE:KIM), L3Harris Technologies (NYSE:LHX), Labcorp (NYSE:LH), Lincoln Electric (NASDAQ:LECO), LPL Financial (NASDAQ:LPLA), Martin Marietta Materials (NYSE:MLM), MasTec (NYSE:MTZ), Mastercard (NYSE:MA), Merck & Co., Inc. (NYSE:MRK), Monolithic Power Systems (NASDAQ:MPWR), Monster Beverage (NASDAQ:MNST), Parker-Hannifin (NYSE:PH), PPL (NYSE:PPL), Quanta Services (NYSE:PWR), Reddit (NYSE:RDDT), ResMed (NYSE:RMD), Rivian Automotive (NASDAQ:RIVN), Roblox (NYSE:RBLX), Roku (NASDAQ:ROKU), Royal Caribbean Cruises (NYSE:RCL), Saia (NASDAQ:SAIA), Smurfit Westrock (NYSE:SW), Southern (NYSE:SO), SPX Technologies (NYSE:SPXC), Stellantis (NYSE:STLA), Stryker (NYSE:SYK), T. Rowe Price Group (NASDAQ:TROW), TechnipFMC (NYSE:FTI), Tenet Healthcare (NYSE:THC), Textron (NYSE:TXT), AES (NYSE:AES), Clorox (NYSE:CLX), Trane Technologies (NYSE:TT), Twilio (NYSE:TWLO), Valero Energy (NYSE:VLO), Wayfair (NYSE:W), WESCO International (NYSE:WCC), Western Digital (NASDAQ:WDC), Weyerhaeuser (NYSE:WY), Willis Towers Watson Public (NASDAQ:WTW), Xcel Energy (NASDAQ:XEL), XPO (NYSE:XPO)
AON (NYSE:AON), Ares Management (NYSE:ARES), Brookfield Renewable Partners (NYSE:BEP), Chevron (NYSE:CVX), Church & Dwight (NYSE:CHD), Colgate-Palmolive (NYSE:CL), Dominion Energy (NYSE:D), ExxonMobil (NYSE:XOM), HF Sinclair (NYSE:DINO), IES (NASDAQ:IESC), Linde (NASDAQ:LIN), LyondellBasell Industries (NYSE:LYB), Magna International (NYSE:MGA), Moderna (NASDAQ:MRNA), NatWest Group (NYSE:NWG), nVent Electric (NYSE:NVT), TC Energy (NYSE:TRP), Estee Lauder Companies (NYSE:EL), TPG (NASDAQ:TPG)
VIEW UPCOMING EARNINGS REPORTS
The Real Threat to Datacenters (It Isn’t Iran) (Ad)Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez have introduced the AI Data Center Moratorium Act – a bill that would impose an immediate federal ban on new datacenter construction until Congress passes comprehensive AI legislation.
Tech visionary George Gilder, who predicted the smartphone in 1991 and Netflix’s dominance years before Blockbuster fell, has identified three companies he calls the ‘Trillion Dollar Triangle’ – centered on wafer-scale computing technology that could process more data in minutes than today’s GPU systems handle in hours, at a fraction of the energy. Two are already public; one is approaching IPO.
SEE THE THREE COMPANIES GILDER BELIEVES COULD RESHAPE AI INFRASTRUCTURE
COMPANYPERIODAMOUNTYIELDEX-DIVIDEND DATERECORD DATEPAYABLE DATE AGNC AGNC Investmentmonthly$0.1214.0%4/30/20264/30/20265/11/2026 LNT Alliant Energyquarterly$0.542.9%4/30/20264/30/20265/15/2026 ALLY Ally Financialquarterly$0.302.8%5/1/20265/1/20265/15/2026 AM Antero Midstreamquarterly$0.234.2%4/29/20264/29/20265/13/2026 AON AONquarterly$0.821.1%5/1/20265/1/20265/15/2026 ASML ASMLquarterly$3.180.9%4/27/20264/27/20265/5/2026 BMO Bank Of Montrealquarterly$1.674.5%4/29/20264/29/20265/26/2026 BMO Bank of MontrealquarterlyC$1.673.6%4/29/20265/26/20265/26/2026 BK BNYquarterly$0.531.6%4/27/20264/27/20265/8/2026 CRS Carpenter Technologyquarterly$0.200.2%4/28/20264/28/20266/4/2026 CASY Casey’s General Storesquarterly$0.570.3%5/1/20265/1/20265/15/2026 CFG Citizens Financial Groupquarterly$0.462.9%4/30/20264/30/20265/14/2026 ELPC Companhia Paranaense de Energia – Copelspecial$0.194.4%5/1/20265/1/202610/13/2026 STZ Constellation Brandsquarterly$1.032.7%4/29/20264/29/20265/14/2026 COST Costco Wholesalequarterly$1.470.6%5/1/20265/1/20265/15/2026 EC Ecopetrolannual$0.664.4%4/29/20264/29/20265/7/2026 ENTG Entegrisquarterly$0.100.3%4/29/20264/29/20265/20/2026 ETR Entergyquarterly$0.642.2%5/1/20265/1/20266/1/2026 EPD Enterprise Products Partnersquarterly$0.555.9%4/30/20264/30/20265/14/2026 FAST Fastenalquarterly$0.242.0%4/28/20264/28/20265/26/2026 MS Morgan Stanleyquarterly$1.002.1%4/30/20264/30/20265/15/2026 NI NiSourcequarterly$0.302.5%4/30/20264/30/20265/20/2026 NOK Nokiaquarterly$0.051.8%4/28/20264/28/20265/12/2026 NRG NRG Energyquarterly$0.481.3%5/1/20265/1/20265/15/2026 PAA Plains All American Pipelinequarterly$0.427.7%5/1/20265/1/20265/15/2026 O Realty Incomemonthly$0.275.1%4/30/20264/30/20265/15/2026 TRGP Targa Resourcesquarterly$1.252.1%4/30/20264/30/20265/15/2026 AES AESquarterly$0.184.3%5/1/20265/1/20265/15/2026 WST West Pharmaceutical Servicesquarterly$0.220.4%4/29/20264/29/20265/6/2026 WES Western Midstream Partnersquarterly$0.939.2%5/1/20265/1/20265/15/2026 WCP Whitecap ResourcesmonthlyC$0.065.0%4/30/20265/15/20265/15/2026
VIEW DIVIDEND ANNOUNCEMENTS
The SpaceX “Headfake” (Look here instead) (Ad)When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn’t the IPO itself – it’s the infrastructure behind it.
One small-cap company supplies a mission-critical component to Musk’s xAI Colossus site that can’t be built around. While retail waits for a ticker that doesn’t exist yet, early money is moving into this supplier at a fraction of its potential value.
SEE THE SMALL-CAP STOCK POWERING THE SPACEX BUILDOUT TODAY
IPO DATECOMPANYPRICE RANGE# OF SHARESVOLUME4/27/2026BW Industrial Holdings (BWGC)$6.00 – $7.002,600,000$16,900,000.004/27/2026Encore Medical Inc. (EMI)$5.00 – $5.003,000,000$15,000,000.004/27/2026Optimi Health Ltd. (Uplisting) (OPTH)$6.00 – $8.002,500,000$17,500,000.004/27/2026Pershing Square Inc. (PS)$50.00 – $50.00100,000,000$5,000,000,000.004/27/2026Riku Dining Group (RIKU)$4.00 – $6.005,000,000$25,000,000.004/28/2026BW Industrial Holdings Inc. (BWGC)$6.00 – $7.002,625,000$17,062,500.004/29/2026Silver Bow Mining Corp. (SBMT)$10.00 – $13.004,347,828$50,000,022.004/29/2026Pershing Square Inc. (PS)$50.00 – $50.00100,000,000$5,000,000,000.004/30/2026Avalyn Pharma (AVLN)$16.00 – $18.0011,800,000$200,600,000.00
VIEW IPO CALENDAR
U.S. Analyst RatingsCongressional BuyingCorporate BuybacksCryptocurrenciesDividend DeclarationsEarnings AnnouncementsEarnings Conference CallsFDA CalendarGap Up/Down StocksInsider TradesInitial Public Offerings (IPOs)Most Active StocksPercentage Gainers/DeclinersSector PerformanceShort InterestStock SplitsUnusual Options VolumeUnusual Trading VolumeGET 30 DAYS OF MARKETBEAT ALL ACCESS FREESign up for MarketBeat All Access to gain access to MarketBeat’s full suite of research tools:
Thank you for subscribing to MarketBeat!
MarketBeat empowers individual investors to make better investment decisions by delivering up-to-the-minute financial information and objective investment analysis.
If you have questions or concerns about your account, please email our South Dakota based support team at contact@marketbeat.com.
If you wish to opt out or change which emails you subscribe to, you can modify your subscription preferences or unsubscribe from this newsletter.
Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl., Sixth Floor, Sioux Falls, SD 57103. USA..
Just For You: You’re Being LIED To About The Iran War(From Banyan Hill Publishing)
RJ Hamster
dividend-dispatch@mail.beehiiv.com
RJ Hamster

Editor’s note: Life in America is about to take a very strange turn, says one of Wall Street’s best-connected millionaires, who called the 2000 and 2008 crises, all while building his own $200 million hedge fund firm.
Dear Reader,
At Harvard, Whitney Tilson became close friends with billionaire hedge-fund manager Bill Ackman…
He took on radical socialist New York City mayoral candidate Zohran Mamdani in a public debate last year…
He accurately forecast the 2000 tech wreck and starred in an Emmy-winning 60 Minutesepisode on the 2008 financial crisis…
And he’s one of the best-connected insiders in America today, with dozens of millionaire and billionaire friends. (He even bakes cookies for Warren Buffett at Christmas.)
I’m telling you this today because Tilson says the next six months are going to be a time of extreme change in our country.
He’s warning that America is in the early stages of a crisis that no one in our country can avoid.
It’s connected to the huge (and rapid) changes we’ve seen as a result of AI and other radical new technology.
But Tilson isn’t merely warning of more job losses, or another big selloff in the stock market (though he says both of those things are highly likely in the near future).
He says we’re living through a permanent reset that’ll destroy the America you grew up in.
“I’m 59. I’m a father. And what’s coming in America’s near future keeps me awake at night, frankly,” he said.
That’s why he’s stepping forward publicly today.
If he’s right, 2026 will be a year like no other – and it’s crucial you prepare.
In fact, there are several things Tilson recommends you do immediately to get ready. (Step #1 alone could make you more than stocks, bonds, and even gold.)
I strongly encourage you to take a few minutes to hear Tilson’s latest prediction.
We’ve posted everything you need to know on our website, free of charge. Everything you need to know is right here.
Regards,
Matt Weinschenk
Publisher and Director of Research, Stansberry Research 
Learn how we handle your data in our Privacy Policy
Update your email preferences or unsubscribe here
© 2026 Today In Perspective by Everest Media Brands LLC
228 Park Ave S, #29976, New York, New York 10003, United StatesTerms of Service
RJ Hamster

I’ve been trading through conflict and political uncertainty for 46 years. And I’ve learned something uncomfortable — something most people already know but don’t want to admit.
The biggest fortunes in history have never been made when everything is calm.
They’re made when the world is on edge and people are too afraid to act.
I have a strategy that was built for exactly this kind of climate.
Of the 169 times I’ve used this strategy — I’ve won 161 times. That’s a 95.2% win rate.
And this year — with the Middle East in chaos and gold volatility running at levels I haven’t seen since 1979 — it’s more powerful than it’s ever been.
That’s not something I celebrate.
But it is something I trade.
On April 29 at 2 p.m. ET I’m going public with everything.
Six specific companies. The exact strategy. The September deadline.
Live. Free. Nothing held back.

Yours in smart speculation,
Karim Rahemtulla, Co-Founder
Monument Traders Alliance![]()
Monument Traders Alliance, LLC
You are receiving this email because you subscribed to Trade of the Day.
Trade of the Day is published by Monument Traders Alliance, LLC.
To stop receiving special invitations and offers from Trade of the Day, please click here.
Please note: This will not impact the fulfillment of your subscription in any way.
Ready to start investing? Click here now.
Questions? Check out our FAQs. Trying to reach us? Contact us here.
To cancel by mail or for any other subscription issues, write us at:
Trade of the Day | 14 West Mount Vernon Place |Baltimore, MD 21201
North America: 800.507.1399 | International: +1.443.353.4977
Website | Privacy Policy
Keep the emails you value from falling into your spam folder. Whitelist Trade of the Day.
© 2026 Monument Traders Alliance, LLC All Rights Reserved
Please do not reply to this email as it goes to an unmonitored inbox.
Nothing published by Monument Traders Alliance should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation.
Any investments recommended by Monument Traders Alliance should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.
Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of Monument Traders Alliance, LLC, 14 West Mount Vernon Place, Baltimore, MD 21201.
REF: 000142349377
RJ Hamster


April 26th, 2026
Donald Doge
We sent this out yesterday and sending it again today because it requires action on your part if you’re a Premium Member. So if you’re Premium, scroll down to the Premium Section before tomorrow morning.
If you’re a free subscriber, keep reading for the frameworks that made it possible for us to secure three doubles this month.
Friday’s close put one of the most speculative positions I have ever added to the Moonshot Portfolio at 137% above our entry price. It’s the third recommendation that has doubled this month in April, and the second that’s doubled in 9 days on the same underlying thesis.
Premium Members: scroll to the Premium section at the bottom of this issue for your full action plan on Moonshot Ride #7, including the Monday-open execution instructions and share-level math.
Below, I’m sharing the principle that produced both Moonshot Rides in the first place. It is something you can apply right now, to themes that are still early, in your own portfolio, without waiting for me to send you a name.
The Job Is Three Things
When you correctly identify a structural force playing out over years, the thesis doesn’t just pay off once. It pays off multiple times, in directions you cannot predict in advance.
Picking the stock is the easy part, and most people skip straight to it, but the actual job is three things.
The first is identifying the force itself. A structural force is a multi-year reshaping of an industry that the market is treating as a short-term trend. Photonics was one example. Gold, silver, copper, and critical minerals are others. The defining feature is that the demand is structural, the supply takes years to build, and the consensus has not yet caught up.
The second is sizing for the volatility you are about to live through. Structural shifts do not move in straight lines. They move in violent zig-zags as the consensus refuses to accept what is happening.
Size too big and the volatility will shake you out before the thesis resolves. Size too small and the eventual win will not change your life.
The third job is holding when the thesis hasn’t broken, even though the chart looks like it has. This is the part nobody talks about, and it is where almost everyone fails.
Two Doubles, One Thesis, Nine Days
On July 14, 2025, I published an essay called The Invisible Backbone of the AI Revolution. The thesis was that copper interconnects could not carry data fast enough at AI scale, and photonics, meaning light-based interconnects, would replace them at the core of every AI data center on Earth.
At the time I published that essay, the Moonshot Portfolio was already holding a large-cap position in that theme. We had entered it five weeks earlier at a price Wall Street thought was fair, and I thought was cheap.
Nine days after the essay published, I added a second position to the same theme: a sub-$1 billion photonics specialist trading under $7 a share. I sized it at 1 to 2percent of portfolio value and set a wide trailing stop from cost basis. And I told Premium members to expect volatility. A lot of it.
For most of the next nine months, this company was underwater. At its worst, it was down more than 40% from our entry. We held the position because the thesis had not broken.
Meanwhile, the large-cap was compounding steadily. It posted earnings beats, accelerating revenue, and steadily climbing data center exposure. Then in early April, one of the largest AI companies on the planet, Nvidia, committed $2 billion in strategic capital to it and announced a multi-year partnership covering custom AI chips, networking, and silicon photonics. The large-cap crossed the 100% threshold, and we hit our Moonshot Ride #6 on April 15.
They acquired a smaller photonics company earlier this year. That acquired company was a named launch customer of our small-cap, which I had flagged in the original buy alert. This week, the small-cap’s CTO confirmed that orders are live and growing inside the acquirer’s ecosystem. The stock took off from its low, and by Friday’s close, it was 137% above our entry.
And now this is Moonshot Ride #7.
The same thesis paid us twice, nine days apart, through a chain of events nobody could have mapped in advance back in July when I first started talking about it.
That’s what a correctly identified structural force does. It compounds in directions you can’t predict, which is why the discipline is to hold the thesis, not to predict the path. Your job is NOT to try to predict.
Three Structural Forces I’m Watching Now
The same framework drives what I write about every week in this newsletter.
If you have been reading me for some time, you’ve seen me publish on three structural forces over and over: the commodity supercycle in gold, silver, copper, and critical minerals; the broader AI and data center infrastructure buildout; and the structural shift in cybersecurity toward autonomous defense.
Each has the same shape that photonics did in July 2025 when I first identified it.
In commodities, the structural force is the rebuilding of Western industrial capacity combined with two decades of underinvestment in mining capex.
New mines take five to ten years to bring online. Demand is being driven by physical electrification, defense rebuilds, data center power, and central bank gold accumulation. The consensus is still treating this as a cyclical bounce.
The data is telling you it is not. Two of our best performers in this theme are currently sitting on triple-digit gains, and I had to walk subscribers through three meaningful drawdowns to get there.
In AI and data center infrastructure, the bottleneck is no longer the GPU. It is the power delivery, the cooling, the memory bandwidth, the networking fabric, and the construction capacity to physically build the data centers.
Each of those subsegments has its own structural setup, with names that do not look like AI plays at first glance. We are positioned in several of them. None have moved in a straight line. All of them have the potential to compound the same way photonics just did.
In cybersecurity, AI is simultaneously creating new attack surfaces and obsoleting the legacy detection tools defending against them. The migration from legacy SIEM and EDR products to autonomous endpoint defense is a multi-year capex cycle for every Fortune 1000 company. We are positioned in this theme. The stock hasn’t yet done what photonics just did, but the thesis has not broken either.
In every one of those themes, the same pattern applies. Identify the force. Size for the volatility. Hold the thesis until something breaks it. The payoffs come in directions and sequences that neither you nor I, nor my team, can predict, which is exactly why most investors miss them.
If you’re a free subscriber and you don’t do anything else with this essay, at least do this one thing. Pick one structural force you actually believe in. Size your position so the volatility cannot shake you out. Do not sell because the chart turned ugly. Sell only if the thesis breaks.
The Hardest Part Is Holding
Picking the stock is easy. Sitting through the months when the thesis is right, but the price is going against you, is the part that breaks people.
Last October, when our latest Moonshot Ride was down 40%, my inbox filled with emails saying the trade was dead, that the market was telling us we were wrong, and that the prudent thing was to take the loss.
Every one of those emails came from someone watching the chart instead of the thesis.
The thesis had not broken, the company had not lost a single customer, and the technology roadmap had not been displaced. The only thing that had changed was the price, and price tells you almost nothing about whether a structural thesis will resolve in your favor.
This is the discipline most investors lack, and it is the only reason a 137% gain is sitting in the Moonshot Portfolio today instead of a 30 percent loss booked in a panic last fall.
If you are reading this as a free subscriber, the framework above is yours. The three themes I named are themes you can act on without me, today, with whatever tools and conviction you have.
What Premium gives you is the specific names, the entry prices, the position sizes, the stops, the Moonshot Ride alerts when a position doubles, the sell alerts when a thesis breaks, and the full portfolio with real-time guidance on every position, including the two photonics names that just produced back-to-back Moonshot Rides on the same thesis.
Here is what the full Premium portfolio looks like today.
All seven Moonshot Rides are riding on house money, with the top of the group up around 185% and today’s addition up 137%.
We have closed 11 trades since I launched Premium in March 2025, every single one a winner.
Four open positions are currently underwater, with the worst down nearly 33% and another down 18%. They have been visible in the Premium portfolio the entire time, because I publish wins and losses alike.
But this is where math works in our favor. Our average winner is up nearly 74%, our average loser is down 17%, and our winners are running nearly 4.5 times the size of our losers.
That is what this framework produces over thirteen months.
One practical note for anyone on the fence.
Premium pricing goes up next week. Every current subscriber stays grandfathered at their current rate for as long as they remain subscribed, a commitment I have never broken and am not going to break now. In fact, we have a group of subscribers paying just $15/month and they will never pay more so long as they remain.
Anyone who joins before the increase takes effect is grandfathered at today’s rate too. But once the increase hits, that is it. No extensions, no grace period, and no coming back to today’s rate later.
If you’ve been reading Moonshot Minute and waiting for the right moment to subscribe, this is the last window at the current price. It closes this week.
Premium Members, scroll below for the full action plan on Moonshot Ride #7, including the name, the exact share-level math on what to sell and what to hold at Monday’s open, and my view on whether the trade still has a case for new entries at current prices.
As always, please email me and let me know how you did. The team and I love reading your notes, and it makes us very proud to see how so many of you have benefited from the late nights.
Double D
P.S. Here’s a screenshot of the current Moonshot Minute Portfolio. I’ve blurred out the tickers since that information is only for Premium Members, but you can see how we’ve done so far:
🔓 Premium Content Begins Here 🔒
In today’s Premium Section, a Moonshot Ride update on our AI buildout positions and how we’re playing these triple-digit winners, as well as updated guidance on next steps. If you’re a new Premium Member, be sure to read through it for some important guidance on these portfolio picks.
I hope you’ve been paying attention because many of our picks are currently beating the S&P by up to 4-to-1 over the last 12 months.
Most financial newsletters charge $500, $1,000, even $5,000 per year. Why? Because they know they can.
I don’t.
I built my wealth the old-fashioned way, not by selling subscriptions.
That’s why I priced this at $25/month, or $250/year.
Not because it’s low quality, but because I don’t need to charge the typical prices other newsletters charge.
One good trade, idea, or concept could pay for your next decade of subscriptions.
The question isn’t ‘Why is this so cheap?’ The question is, ‘Why would I charge more?’
P.S. If this newsletter were $1,000 per year, you’d have to think about it.
You’d weigh your options. You’d analyze the risk.
But it’s $25 a month.
That’s the price of a bad lunch decision.
And remember, just one good idea could pay for your subscription for a decade.
Recent comments from Premium Members:
Amazing! Moonshot is hands down the best $150 decision I have ever made. Up 64% on TICKER REDACTED (so far). Can’t thank you enough for your service, advice, recommendations, insight, and every other positive accolade in the dictionary.
Very respectfully and gratefully,
CK
I’m up 71% in 6 weeks would you recommend adding to this bucket if capital allows?
MS
Hello Double D,
As it happened, I already owned some TICKER REDACTED shares when you recommended the stock. Upon your recommendation, I bought more. All told, I’m up over 70% in a month or two.
I greatly appreciate the detailed discussion you and your team provide for your recommendations.
Thank you.
A happy subscriber,
PK
I finally got some liquidity I could use and bought the stock as well as March 2026 calls yesterday morning (October 2nd) when it was at $17.80.
That is easily the best-timed investment/trade I’ve ever made, and I have your team’s perpetual hard work and research to thank for it.
Thanks again for all the hard work. You and your team push out a lot of solid research, and the effort doesn’t go unnoticed.
It is greatly appreciated,
MD
Closing at 24% gain, and enough profits to pay for 2yrs of your newsletter. Thank you for this! I especially appreciate you detailing the rationale behind your picks. As a newer investor it’s important for me to know why just as much as what.
MS
Up 68.87% on TICKER REDACTED to date, great recommendation!
BW
Thanks for the great tip on TICKER REDACTED! I bought, and just eight trading days later, it’s up 52% as of this very minute. I’m new to your newsletter, less than two months, but I have found it to be quite soundly researched and a truly invaluable source.
I’ve been actively investing for many years and have, at one time or another, subscribed to various investment advisors. None have been as useful (nor as affordable!) as the Moonshot Minute.
You, sir, do excellent work and we individual investors much appreciate it.
SD
Up 66%! Thanks.
SB
Kudos and thank you for the TICKER REDACTED recommendation. TICKER REDACTED has been awesome and I do understand/believe this to possibly be only the beginning. I bought 200 shares at $16 and another 100 at $18, the day before the surge started. Again, I am very grateful.
RH
I’ve only been with you a few weeks now, and overall, my portfolio is up 41%. Couldn’t have done it without you, DD. Thanks again.
HJP
I joined your plan about 2 months ago.
TICKER REDACTED was a real hit – and I did fully realize it yesterday for a rise – 141%. Great deal!!
IS
Just wanted to drop you a quick THANK YOU! Been a member for about a week (I wanted to see your picks for the electrical asymmetry) and I picked up some TICKER REDACTED & TICKER REDACTED. I’m already up $1,300.00 so my membership is covered for 5 years in about a week!
Keep up the great work! Again, THANKS! Glad to be a subscriber!
RH
Update your email preferences or unsubscribe here
© 2026 Moonshot Minute
228 Park Ave S, #29976, New York, New York 10003, United StatesTerms of Service