RJ Hamster
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Back to Bulls or Rug Pull?
Wednesday, April 8, 2026
You’re Watching the Wrong Stocks
Every morning you scan the same giants, Apple, Tesla, Nvidia, right alongside everyone else, and every week you watch the real movers rip in names you never had on your radar.
That’s not bad luck. That’s structural. Money rotates out of crowded tickers into neglected ones, and by the time the move is obvious, the easy gains are already gone.
Jeff Bierman’s BURN SIGNAL is built to catch that rotation early, the same clue that flagged NFLX +$14 in 4 days and CAT +$26 in 2 days before the breakouts looked obvious.
Tomorrow at 2pm EST, Jeff is going live and free to show you exactly what he watches for.
You’ll discover how he can spot these rotations before everyone else and turn them into actionable trades.
👉 [CLICK HERE TO RESERVE YOUR SEAT]
Don here…
The S&P 500 just ripped 2.4% to the upside. Everyone’s celebrating. The VVIX says they shouldn’t be.
The VVIX is the volatility of the VIX itself. It measures what professional traders are actually doing with their hedges. On a day where the market exploded higher, the VVIX only dropped 5%.
That tells you something critical. The professional world is not giving up their protection.
VIX options traded nearly 1.6 million contracts today. That is enormous volume for a day where the market supposedly just resolved its problems.
And here’s what most people are missing about this rally. We went from unchanged on the week to the upper edge of the weekly expected move. The $167 expected move landed almost to the penny. There is nothing unprecedented about where we are right now.
The real story is underneath the surface. I faded the financials today with a bearish position in XLF after we cracked through the expected move. Earnings kick off next week, and if this market fades from here, financials get hit hardest.
Tech told the real story today. In tonight’s video, I walk through the specific names flashing warning signs and the ones still showing strength:
- Tesla traded on massive volume and nearly cracked through its recent lows, closing at the lower edge of its expected move.
- Microsoft bounced early, hit the upper edge of its expected move, then faded all the way back to unchanged.
- Apple bounced but well underperformed both the S&P 500 and the NASDAQ throughout the session.
- Google jumped back to near its most recent highs with a strong bid underneath it.
- Broadcom put in a full two standard deviation move to the upside on news from yesterday.
Without Tesla, Microsoft, and Apple carrying weight, this market has a problem. Meta can fly 6.5%. Broadcom can rip. Google can bid. It does not matter if the heavyweights are broken.
The VIX is still sitting at 21. The vol futures have flattened but not normalized. I expect considerably more than the $84 of expected movement priced in for the rest of this week.
Before any geopolitical risk entered the picture, tech was already in trouble. This rally has not fixed that.
To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE
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RJ Hamster
The market is hinting at what comes next…
Good Afternoon,
The headlines are chaotic…
War… oil shocks… market swings…
And portfolios taking hits almost daily…
But step back for a second…
Because the market may already be hinting at what comes next.
Right now…
Some of the worst-hit sectors should be collapsing.
Banks… telecom… airlines…
And yet…
A few specific stocks inside those sectors are holding their ground.
Not soaring…
Not crashing…
Just… quietly refusing to break.
That’s not normal.
And according to Marc Lichtenfeld, Chief Income Strategist at The Oxford Club and a longtime dividend investor, it’s exactly the kind of signal smart investors watch for.
In this short interview, he explains why—and reveals 3 names already showing this pattern:
- A global banking giant operating in 95 countries, with a “sticky” cash engine most competitors can’t replicate
- A telecom leader paying 5.7% income, with pricing power that tends to snap back fast when confidence returns
- And an airline with a built-in fuel advantage so unique… it actually profits differently when energy prices spike
These aren’t random picks…
They’re leaders inside struggling sectors—the kind that often move first when the tide turns.
He also shares a grounded perspective most investors need to hear right now:
Why downturns like this are normal…
Why they tend to be shorter than they feel…
And how to think clearly when everyone else is reacting emotionally.
Bridget Bennett
MarketBeat
PS: If you want to see how Marc approaches markets like this and how he builds income-focused portfolios designed to weather volatility, you can get a free look at his Wealthy Retirement strategy here.
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The SpaceX filing just happened. You’ve got weeks. (Ad)
From The Oxford Club: Reuters reports Elon Musk filed secretly. Barron’s says it’s being finalized behind closed doors. CNBC just revealed 21 banks – including JPMorgan, Goldman Sachs, and Morgan Stanley – are competing for a role in what Wall Street is calling ‘Project Apex,’ a potential $1.75 trillion listing Bloomberg has dubbed the biggest of all time. Dr. Mark Skousen, Macroeconomic Strategist at The Oxford Club, says a pre-IPO ‘backdoor’ entry still exists – and nearly 15,000 investors have already accessed his free recommendation. June is the reported target date, and the window is narrowing.
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RJ Hamster
We’re excited to have you on board
Hello,
Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board.
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This Week’s Featured Story
Down 75% From Its High, How Much Lower Can Nike Get?
By Thomas Hughes. First Published: 4/2/2026.
Key Points
- Nike is in a position to move lower, as results and guidance undermine investor confidence.
- Amid a market shift, Nike will struggle to reclaim lost market share.
- Valuation metrics suggest this stock has room to move lower in 2026.
- Special Report: Elon Musk already made me a “wealthy man”
Nike (NYSE: NKE) stumbled, and while a turnaround appears to be gaining traction, headwinds remain fierce. The recovery is taking longer than investors expected, leaving the stock vulnerable to further declines.
The primary takeaway from the fiscal Q3 2026report is that weakness will likely persist for at least another quarter — possibly longer — keeping sentiment negative and the stock under pressure.
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Analysts continue to rate Nike as a consensus Moderate Buy with a Buy-side bias. Nevertheless, sentiment and price targets have deteriorated in 2026, and the trend accelerated after the update. MarketBeat-tracked revisions include downgrades and price target cuts, suggesting a consensus rating downgradecould occur in the coming quarter alongside lower price expectations.
The chart signals are not constructive. The market gapped down and continued lower, and momentum indicators such as stochastic and the MACD are signaling a sell. The move came with significantly increased volume, which suggests this could be the start of a larger downward leg.
Optimism Erodes, Nike Analysts Cut Ratings and Price Targets
Consensus forecasts a rebound from the early-April lows, but the prevailing trend is eroding investor confidence. The low end of analyst targets points to double-digit downside, and with continued weakness expected next quarter, analysts are unlikely to establish a firm floor until after the next earnings release.
One major hurdle is loss of market share to competitors such as On Holdings (NYSE: ONON). While Nike’s revenue and earnings have contracted recently, some lines of the business still outperformed expectations. The bigger risk is that Nike no longer commands the same unchallenged position in the market as newer brands gain traction.
Institutions may provide some support, but the picture is mixed. Data show institutions bought on balance in Q1, but only marginally; they own roughly 65% of the shares outstanding. If that cohort begins to distribute, it could exert meaningful downward pressure. Short interest has risen but remains modest, under 3% of shares outstanding, so short sellers are a smaller risk for now.
Valuation is also a concern. The roughly 15% post-release decline eased some pressure, but at about 22x forward earnings Nike may no longer deserve a premium given its challenges. Is Nike in danger of defeat? Unlikely — the brand is too large and entrenched — but it is facing a significant market shift and is no longer the uncontested leader. That leaves room for On Holdings and others to capture share as they build momentum.
Capital returns have been a reason to own Nike, but that pillar faces risk too. The company is unlikely to cut or suspend its dividend, but it may slow the pace of dividend hikes. Share buybacks are down significantly year over year and could be curtailed further if the turnaround stalls and cash priorities shift.
Weak Results and Soft Guidance Undermine Nike Stock Price
Nike’s fiscal Q3 revenue beat expectations, but that outcome wasn’t surprising given the low bar analysts had set. The modest upside was more than offset by tepid growth, margin compression, and guidance that points to continued weakness.
Segment results help explain the situation. Wholesale — which Nike is refocusing on — improved by 5%, but that gain was offset by softness in direct-to-consumer (DTC). Earlier emphasis on DTC growth contributed to pressures in wholesale, and the company now faces the challenge of finding the right balance to sustain growth and margins amid intensifying competition.
Guidance was the catalyst for the sell-off. Analysts had hoped Q3 would be the trough and that Q4 would show improvement; instead, Nike’s management set guidance implying revenue could decline by about 3% at the midpoint, well below the roughly 2% increase analysts had expected. That gap between expectations and guidance is weighing heavily on the stock.
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RJ Hamster
We’re excited to have you on board
Hello,
Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board.
Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox.
You’re just two quick steps away from completing your sign-up:
1. Make sure our emails go to your inbox
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Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
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Tap our email address at the top (next to From: on mobile), then select Add to VIP
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Reply to this message and add newsletters@analystratings.net to your contacts
2. Confirm your subscription
Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter.
Confirm your subscription here.
After you confirm, feel free to download our popular free report, “7 Stocks to Buy and Hold Forever” with this link.
Thanks again for subscribing—we look forward to being part of your investing journey.
Matthew Paulson
Founder and CEO, MarketBeat.
P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Week’s Featured Story
Down 75% From Its High, How Much Lower Can Nike Get?
By Thomas Hughes. First Published: 4/2/2026.
Key Points
- Nike is in a position to move lower, as results and guidance undermine investor confidence.
- Amid a market shift, Nike will struggle to reclaim lost market share.
- Valuation metrics suggest this stock has room to move lower in 2026.
- Special Report: Elon Musk already made me a “wealthy man”
Nike (NYSE: NKE) stumbled, and while a turnaround appears to be gaining traction, headwinds remain fierce. The recovery is taking longer than investors expected, leaving the stock vulnerable to further declines.
The primary takeaway from the fiscal Q3 2026report is that weakness will likely persist for at least another quarter — possibly longer — keeping sentiment negative and the stock under pressure.
Iran War TRUTH: What Was Revealed Behind Closed Doors (Ad)
For a moment…
Forget about Trump’s ties to Israel.
Forget about reports of Iran’s nuclear program.
Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.
Analysts continue to rate Nike as a consensus Moderate Buy with a Buy-side bias. Nevertheless, sentiment and price targets have deteriorated in 2026, and the trend accelerated after the update. MarketBeat-tracked revisions include downgrades and price target cuts, suggesting a consensus rating downgradecould occur in the coming quarter alongside lower price expectations.
The chart signals are not constructive. The market gapped down and continued lower, and momentum indicators such as stochastic and the MACD are signaling a sell. The move came with significantly increased volume, which suggests this could be the start of a larger downward leg.
Optimism Erodes, Nike Analysts Cut Ratings and Price Targets
Consensus forecasts a rebound from the early-April lows, but the prevailing trend is eroding investor confidence. The low end of analyst targets points to double-digit downside, and with continued weakness expected next quarter, analysts are unlikely to establish a firm floor until after the next earnings release.
One major hurdle is loss of market share to competitors such as On Holdings (NYSE: ONON). While Nike’s revenue and earnings have contracted recently, some lines of the business still outperformed expectations. The bigger risk is that Nike no longer commands the same unchallenged position in the market as newer brands gain traction.
Institutions may provide some support, but the picture is mixed. Data show institutions bought on balance in Q1, but only marginally; they own roughly 65% of the shares outstanding. If that cohort begins to distribute, it could exert meaningful downward pressure. Short interest has risen but remains modest, under 3% of shares outstanding, so short sellers are a smaller risk for now.
Valuation is also a concern. The roughly 15% post-release decline eased some pressure, but at about 22x forward earnings Nike may no longer deserve a premium given its challenges. Is Nike in danger of defeat? Unlikely — the brand is too large and entrenched — but it is facing a significant market shift and is no longer the uncontested leader. That leaves room for On Holdings and others to capture share as they build momentum.
Capital returns have been a reason to own Nike, but that pillar faces risk too. The company is unlikely to cut or suspend its dividend, but it may slow the pace of dividend hikes. Share buybacks are down significantly year over year and could be curtailed further if the turnaround stalls and cash priorities shift.
Weak Results and Soft Guidance Undermine Nike Stock Price
Nike’s fiscal Q3 revenue beat expectations, but that outcome wasn’t surprising given the low bar analysts had set. The modest upside was more than offset by tepid growth, margin compression, and guidance that points to continued weakness.
Segment results help explain the situation. Wholesale — which Nike is refocusing on — improved by 5%, but that gain was offset by softness in direct-to-consumer (DTC). Earlier emphasis on DTC growth contributed to pressures in wholesale, and the company now faces the challenge of finding the right balance to sustain growth and margins amid intensifying competition.
Guidance was the catalyst for the sell-off. Analysts had hoped Q3 would be the trough and that Q4 would show improvement; instead, Nike’s management set guidance implying revenue could decline by about 3% at the midpoint, well below the roughly 2% increase analysts had expected. That gap between expectations and guidance is weighing heavily on the stock.
Thank you for subscribing to MarketBeat!
We empower investors to make better investment decisions by delivering real-time financial information and unbiased investment analysis.
If you need help with your account, please don’t hesitate to contact our U.S. based support team at contact@marketbeat.com.
If you would like to unsubscribe or change which emails you receive, you can manage your mailing preferences or unsubscribe from these emails.
Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Place, Sixth Floor, Sioux Falls, S.D. 57103-7078. U.S.A..
RJ Hamster
🔥 Save on Fubo as sports seasons heat up…
Wednesday, Apr. 1It’s officially game time!
The 2026 MLB season is now off and running and the NBA and NHL playoffs begin next week! Now is a perfect time to sure up your sports streaming setup. Fortunately, right now, you can watch games can get great discounts with a subscription to Fubo.
New subscribers can get the Fubo Pro plan for $49 for their first month, or the Elite plan for $54 for a limited time! These plans include regional sports networks in most markets, as well as national sports networks like ESPN, FS1, and many more.
Fubo carries regional sports networks (RSNs) in nearly every American market, and is one of the best places to find local MLB games, especially given all of the tumultuous changes in the league’s broadcasting deals this season. Fans will also be able to use RSNs to watch the NBA and NHL seasons conclude and many of the biggest postseason contests as well. An RSN fee of as much as $17 per month will be attached to your subscription, but with the first-month discount from Fubo, you’re still looking at a total of less than $70 to start out.
Enjoy $25 off your first month of Fubo Pro, or $30 off the Fubo Elite plan for a limited time! Watch local and nationally televised MLB games and much more available on Fubo. Now is the time to try the service and get a month of incredible sports programming at a fantastic discount.Save on Fubo today!
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RJ Hamster
I Want You To Meet My New Friend
Friends, tomorrow night at 8 pm ET, I’m introducing you to a guest who’s one of the world’s top “stock replacement” experts.
This is a brand-new strategy I’ve never revealed before.
He’s a trader with 25 years of experience. And he already put this strategy to the test with his own money. In fact, he recently closed three of these trades for a total profit of about $90,000.
More importantly, he already started sharing this with his followers, and the results were incredible.
One of his members turned $1,330 into over $135,000 on a single trade. Another booked $177,000 in just three weeks. Another one made more than $300,000 last year in realized profits.
All verified. All real.
Let the Game Come to You!
Big T
In case you missed it, here’s Big T’s Digital Asset Daily
Confusion…
It’s everywhere. No one knows what to do.
Oil prices are climbing to multiyear highs. Gasoline is now $6 per gallon in some parts of the country. And Big Tech has lost a combined $2.9 trillion in market valuation.
The S&P 500 is below its 200-day moving average and everyone is convinced this will all blow over. Apparently, we will all go about our business just as we did before the Iran conflict started.
Here’s what won’t go away…
The relentless selling of the Big Tech winners of the past like Oracle, Microsoft, Meta (Facebook) and many more. These companies are undergoing a transformation from asset-lite profit volcanoes… to asset-heavy free-cash flow black holes.
If you include off-balance sheet liabilities, Amazon, Meta, and Oracle have negative free cash flow (FCF). That means if you bought the whole company – you, the owner – would be losing money every year.
Now, I get it. You have to invest money to make money. AI hyperscalers are expected to spend an estimated $5 trillion combined over the coming years on AI infrastructure.
But when you peel back the curtain on the returns, they are ugly.
Based on our analysis, if we attribute half of Meta’s 6% ad pricing growth to AI infrastructure, that implies a 3.5% return on $72 billion deployed.
Even if we say all of the ad pricing growth came from AI, that’s still only a 7% return on $72 billion in spending.
To put that in perspective, Exxon Mobil, a huge heavy industry oil major, expects to make 30% on its capital spending programs.
I’ll concede the economics of Meta’s business far exceed Exxon Mobil’s. (Meta has gross margins of 41% vs. Exxon’s 24%.) What I am saying is there has been no dramatic improvement to Meta’s earnings from its AI spend.
And here’s the really bad news: There may never be. And that’s what is killing the stock prices of not just Meta – but every other Big Tech player that can’t draw a straight line between their AI spend and their earnings.
The bulls will say the tech giants can just dial back their AI spend anytime they want, and FCF will explode higher. True.
But what would happen to the stock price if Meta announced tomorrow that it’s cutting $50 billion from its AI spend?
Wall Street would view it as Meta giving up on the AI race. And the stock would get cut in half as Wall Street re-rates Meta.
Can you see that the tech giants are locked into a spending death race? Unless they all agree to lay down their “arms” at once, they can’t stop spending.
It’s the inevitability of that AI spend that creates the opportunity from what I’m calling The Final AI Shakeout.
While the crowd has been trying to pick the bottom in tech shares, I’ve been warning you against them since last year. Here’s what I wrote on December 19:
“I don’t believe the biggest gains moving forward will come from hyped-up, overvalued Silicon Valley darlings like Amazon, Microsoft, or Nvidia.
Don’t get me wrong, these are still great companies. They’re just incredibly expensive. The “hot” AI stocks are on average trading at about 70x sales.”
Since then, NVIDIA has been down as much as 12%.
And I warned you again on January 5 of this year that popular AI names would collapse in price even as the AI trend got bigger…
“Just like the dot-com bubble inflated popular internet names… the AI bubble is pumping popular tech stock valuations through the roof.
Right now, Alphabet, Amazon, Meta, Microsoft, Nvidia, and Tesla are trading at an average weighted earnings multiple of 56x. That means you have to be willing to pay up to $56 today for every $1 the company earns in a year.
These names are trading at more than 2.5x the entire S&P 500. If that’s not a red flag, I don’t know what is.”
If you followed my warnings, that was just the first step…
The Question You Need to Be Asking Next
Instead of asking, “Who will win the AI race?”… Ask yourself, “Who wins no matter what?”
Think of the path to AI dominance as a series of “toll” roads controlled by a handful of key companies. If you want to compete in the AI race, there are a handful of these toll roads you MUST travel down.
And that’s the difference in the way I want you to look at the whole AI trend.
Amazon, Oracle, Meta, and the rest of Big Tech are truly incredible companies. But they are companies with impaired financials.
When measured against the amount of capital they will have to employ to remain competitive, their current valuations make them bad investments – not bad companies.
So our opportunity lies in owning the shares of the companies that own the toll roads the tech giants have to travel down.
What I am suggesting though is something different. I want you in these companies… but I don’t want you to buy their shares.
Across my career in the newsletter industry, I’ve shown you different ways to make money that Wall Street never would. I’ve helped thousands of my readers retire early.
I worked on Wall Street across three separate decades, and I was never able to achieve that goal. The reason is simple. The incentives are all screwed up.
Wall Street is a fee-generating monster. It is not in their financial interest to get you financially free quickly.
Think about it logically: To them, it makes perfect sense to have you on a 30-plus year plan of you giving them money. You pay them for 30-plus years, and they get to live a life today that they tell you to wait 30 years for.
It’s disgusting. I hate it.
So tomorrow night at 8 p.m. ET, I’m going to share all my research on three companies that own the toll roads that ALL tech companies will have to travel down.
More importantly, I’m going to show you a way to participate that could put you in a position to make 5x, 10x, or even 20x your money.
And no, I’m not talking about regular options trading, futures, or anything extra risky.
Anyone can use this approach. One reader we heard from turned $100,000 into $4 million over 18 months. That’s a 3,900% return. Another booked $177,000 in just three weeks. Another made more than $300,000 in pure profits in 2025.
You can keep running the same playbook for another 30 years. You can make your money manager even richer… Or you can join me tomorrow at 8 p.m. ETand learn how to escape the confusion, get on the right road and cut decades off your own retirement journey.
Let the Game Come to You!
Big T
P.S. I’m also going to share the name of an AI stock I believe could double. It’s on the receiving end of $7.9 trillion in AI infrastructure spending. And right now, the market is shaking out everyone else.
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RJ Hamster
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