Category: RJ Hamster

NVIDIA’s Secret Supplier Is Breaking Out

President Reagan’s Final Warning
(ad from Behind The Markets)Everyone knows NVIDIA is the king of AI.
But almost no one knows who’s keeping the king alive.

NVIDIA’s new Blackwell chips depend on a tiny company with 7,000 patents – technology so critical that the U.S. government blocked NVIDIA from acquiring it, calling its innovations “vital to national security.”

And the timing couldn’t be more explosive:

The U.S. and China are locked in an AI war – Washington is restricting chip exports, China is limiting rare-earth metals, and AI chips have become the new “oil.”

And while retail investors chase the obvious play… billionaires like Ken Griffin and Stan Druckenmiller are quietly buying the one company NVIDIA cannot replace – its “Secret Supplier.”

On 19 February, NVIDIA is preparing a major Blackwell announcement.
When that news hits, this tiny supplier could be in the spotlight within minutes.

See why this small firm could become the real winner.EDITORS NOTEAt Smart Investor Brief, we pride ourselves on being your trusted guide to uncovering exceptional opportunities. Above is a message from one of our partners that we believe warrants your attention and thoughtful review.Editor’s Handpicked Recommendations (ADs)STOP using your bank account (unless…)

Your Bank Account Could Be Frozen

– Weiss Ratings –

Learn more 401(k) & Roth IRA Crushed by Law Passed by Congress

This Law to Devastate Roth IRA & 401(k) Accounts

– Salem Media Group –

Act Now! Stop Paying Interest — Here’s How Americans Are Saving Thousands

0% Interest Until 2027? These Cards Actually Exist

– FinanceBuzz –

Learn More Contact us by sending an email to support@smartinvestorbrief.com You will receive a response within 24 hours.

Smart Investor Brief sending this newsletter on behalf of Prestige Publishing LLC

200 Continental Dr Suite 401, Newark, DE 19713

Privacy Policy

Terms & Conditions

Unsubscribe

© 2026 All Rights Reserved. Smart Investor Brief (SIB)

RJ Hamster

Have you seen this 7-figure ‘Pre-Breakout Pattern’?

It’s rare to meet 7-figure traders…

Not Instagram traders showing screenshots.

Not YouTube gurus teaching strategies they don’t actually trade.

I’m talking about someone who’s actually generated consistent 7-figure annual returns…

Someone who’s been profitable for over 20 years using the same core strategy.

Normally, traders like that don’t share what they’re actually doing.

Which is why you have to catch the live training John Carter is hosting on February 18th…

It’s his biggest trade timing breakthrough in 7 years…

John’s revealing the ‘Pre-Breakout Pattern’ that generated $24.9 million in only 10 trades.

This is the system he’s trading right now in his accounts.

In fact, he’s sharing his active watchlist LIVE…

And his automated scan that reveals stocks poised for explosive moves.

==> Reserve your spot for February 18th

Most traders will never get access to someone like this.

Don’t miss it.

P.S. – John’s doing his biggest training in YEARS to get traders ready for 2026. If you’ve been struggling to find consistency, this is a live training you need to attend.

After +50% Return in 2025, GM Gets Off to a Strong Start in 2026

Written by Leo Miller. Publication Date: 1/29/2026.

Quick Look

General Motors’ shares jumped after a strong adjusted EPS beat and upbeat 2026 guidance.
A large Q4 special-charge package weighed on GAAP results but appeared largely priced in.
The stock’s outlook hinges on free cash flow durability and how EV adoption evolves in the United States.

U.S. automotive giant General Motors (NYSE: GM) just saw its historic rally get another boost. In 2025, shares of GM delivered a total return of more than 54%, marking the stock’s best calendar-year performance since its 2010 relisting on the NYSE.

The stock jumped again on Jan. 27, rising 8.8% as markets reacted to the company’s Q4 and full-year 2025 earnings report and as Wall Street analysts turned more bullish on the name.

GM Posts Strong EPS Beat, Eyes Double-Digit Earnings Growth in 2026

Trump just signed it (Ad)

A recent policy development is drawing attention from income-focused investors.

According to one analyst, changes behind the scenes may be opening the door to new cash-flow opportunities designed to generate regular monthly income — without requiring investors to pick individual stocks or predict market direction. In a new briefing, he explains how the structure works and what investors should understand before considering it.Learn how these income opportunities are structured

In Q4, GM reported revenues of about $45.3 billion, a decline of 5.1%. That was slightly below analysts’ forecast of $45.8 billion (a 4% decline). Despite missing on revenue, the company posted a solid beat on adjusted earnings per share (EPS): $2.51 versus expectations of $2.26. Adjusted EPS rose nearly 31% year-over-year, versus estimates near 18%.

For the full year 2026, GM expects adjusted EPS in a range of $11 to $13. The midpoint of that guidance modestly exceeds the analyst consensus of $11.95. Against full-year adjusted EPS of $10.60 in 2025, the midpoint implies roughly 13% earnings growth in 2026.

Wall Street reacted positively to the results, with several firms raising price targets in the days that followed. The consensus price target on GM is near $85 — essentially the same as the stock’s Jan. 28 closing price. However, targets published between Jan. 27 and Jan. 28 were considerably more optimistic, averaging just over $100 and implying further upside of roughly 18% from that close.

GM Takes $7+ Billion Charge Amid EV Slowdown, China Restructuring

A notable blemish in the report was full-year net income attributable to shareholders of $2.7 billion, well below the company’s midpoint guidance of $8 billion. GM said this shortfall was largely driven by about $7.2 billion of special charges recorded in Q4.

Faced with a weakening environment for electric vehicles (EVs), GM cut production capacity and took impairment charges on EV-related assets. It also reached settlements with suppliers that had expected a certain level of orders, and it recorded charges related to restructuring its joint venture in China with SAIC Motor.

Those items flowed through the income statement as one-time expenses (or losses), reducing pre-tax profit and, ultimately, net income.

The company had first disclosed it would take these charges earlier in January, a revelation that pushed GM shares down about 2.7% on Jan. 9. Because the market had already priced in much of this news, the charges did not materially change the market’s reaction to the earnings release.

GM’s Rally May Still Have Considerable Tread on the Tires

Even after a very strong 2025, General Motors does not look excessively expensive. The company generated $10.6 billion in adjusted automotive free cash flow in 2025 despite industry headwinds.

For 2026, GM’s midpoint guidance for adjusted automotive free cash flow is $10 billion, with U.S. industry-wide auto sales expected to decline moderately. Sustaining free cash flow near these levels will be key to GM’s long-term financial health.

If GM can maintain free cash flow around these amounts, its valuation—roughly 7x forward earnings based on 2026 guidance—looks reasonable and leaves room for upside.

EV Adoption Slows, But Long-Term Growth Still Shapes GM’s Strategy

U.S. EV sales declined in 2025 and lost market share relative to other vehicle types. Kelley Blue Book estimates that EVs accounted for 7.8% of new-car sales in the U.S. in 2025, down from 8.1% in 2024. Still, analysts expect EVs to capture much larger share over the long term. Big Four accounting firm Ernst & Young (EY) projects EVs could represent 32% of U.S. light-vehicle sales by 2035.

That makes GM’s decision to scale back some EV capacity notable, though the company is not abandoning EVs. EY also warns of “policy roadblocks” that could keep EV market share nearer 11% by 2029, reflecting potential regulatory and incentive uncertainties. A slower adoption pace would give GM additional time to refine its EV strategy while continuing to generate profits from internal-combustion vehicles.

GM’s leading position in full-size pickups and SUVs should also provide some insulation from EV-related headwinds. Those vehicles carry some of the industry’s highest margins and have been slower to electrify. Overall, GM appears well-positioned over the next few years, supporting an optimistic outlook for the stock — though competition and shifts in the EV landscape merit continued scrutiny.

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 communication is a paid sponsorship provided by Simpler Trading, a third-party advertiser of DividendStocks.com and MarketBeat.

If you have questions about your subscription, please don’t hesitate to email MarketBeat’s U.S. 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. All rights reserved.
345 N Reid Place, Suite 620, Sioux Falls, S.D. 57103-7078. U.S.A..

Read More: How to collect $500-$800 weekly (BlackRock’s system) (From Decentralized Masters)

RJ Hamster

Happening Now: Stock Breakout for Monday Profit Potential

A 89.5% gain on Nuburu Inc…

A 149% gain on MSS…

A whopping 536% gain on Rebel Holdings…

These are stock winners you could have already locked in the last few months, simply follow the signals in my new algorithm: The Monday Algo

You see, every Monday like clockwork, my algorithm spots stocks that are about to break out for gains like +149%, +190%, and a rare +536%… in as little as one day.

Now, it’s flashing buy on a new dirt-cheap stock with a great chance of moving +100% or more this Monday.

And if I’m right, this stock will move FAST…

So get the details ASAP…

And join my students and me every Monday for a shot at a full year of profit in just one day.

Look forward to seeing you there,

Tim Bohen

Bonus News from MarketBeat

Levi Strauss May Be a Super Buying Opportunity After the Earnings Dip

By Chris Markoch. Published: 2/2/2026.

Article Highlights

LEVI stock pulled back after earnings despite a double beat, as lighter EPS guidance and tariff concerns weighed on investor sentiment.
Levi Strauss continues to transform its business, driven by growing direct-to-consumer sales, e-commerce expansion, and early momentum from Beyond Yoga.
Technical indicators suggest LEVI stock may be near an inflection point, with narrowing Bollinger Bands and improving momentum setting up a potential rebound.

The key theme this earnings season is that “good enough” isn’t good enough. Levi Strauss & Co. (NYSE: LEVI) delivered a double beat in its fourth-quarter earnings report, but its forward guidance — particularly earnings guidance — came in lighter than analysts expected. LEVI stock was down about 7% at the opening of trading on Feb. 2.

Levi’s beat on both the top and bottom lines. Adjusted earnings per share (EPS) were $0.41, two cents above the $0.39 estimate. Revenue was $1.77 billion versus forecasts of $1.71 billion, and organic revenue rose about 5%.

Buffett’s Parting Gift to Berkshire Hathaway? (Ad)

The biggest tech investors have unloaded their top AI investments. Peter Thiel’s fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett’s parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks.Watch the interview revealing these four market forces.

On a year-over-year basis, however, EPS declined 18% and revenue fell 14%. Operating margins were essentially flat at 11.9%.

Looking ahead to 2026, the company projects reported revenue growth of 5% to 6%. Its EPS guidance of $1.40 to $1.46 per share comes in slightly below analysts’ expectations, which imply roughly 9.45% earnings growth over the next 12 months.

The lighter guidance reflects the impact of tariffs, which have hit Levi Strauss harder than many other retailers. The company did not dwell on tariffs, noting it expects pricing power with vendors and lower cotton costs to help offset some of the headwinds.

Levi’s Continues to Transform Its Business

Levi Strauss remains synonymous with denim, and the company is leaning into what it calls a “head-to-toe denim lifestyle.” At the same time, it is expanding beyond denim with its small but fast-growing Beyond Yoga business.

Levi is also seeing growth across channels. Its direct-to-consumer business accounted for 49% of overall revenue in the quarter, with e-commerce representing 22%. The company plans to add 50 to 60 stores in 2026, bringing the total to about 200.

Could LEVI Stock Get a Super Bowl Bump?

Super Bowl LX will be played at Levi’s Stadium, home of the San Francisco 49ers. While the venue selection was made years ago, the coincidence could prove a “happy accident” for LEVI shareholders.

The brand will be prominent during the game and the lead-up to it, and Levi’s plans to debut its first Super Bowl commercial in 20 years. For many viewers, the commercials are as memorable as the game itself, so the ad could generate considerable buzz among key demographics.

Investors won’t know if the ad and the Super Bowl presence will translate into higher revenue and earnings until the next report. Still, beyond the paid placement, Levi’s is likely to receive substantial free publicity.

Marketing campaigns alone aren’t a primary reason to buy a stock, but combined with the current technical setup for LEVI shares, they could influence investor sentiment.

LEVI Stock Is at an Inflection Point

Levi’s management says the company is at an inflection point, and the stock appears to be at one as well. Over the past three months the shares have been rangebound, which is better than many names in the retail sector. The stock is trading near the lower Bollinger Band as the bands have narrowed significantly.

Narrowing Bollinger Bands often precede a breakout in either direction. Here, the price is testing the lower band while the 20-day simple moving average (SMA) converges with the longer 150-day SMA — a setup that can precede a directional move.

Momentum indicators support the case for a possible rebound. The MACD has flattened after a prior decline, suggesting bearish momentum is slowing and leaving room for a potential bullish reversal. The RSI (not shown) sits in the mid-30s, another signal that a mean-reversion rally could be possible.

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

This email message is a sponsored message from StocksToTrade, a third-party advertiser of The Early Bird and MarketBeat.

Results are not typical and will vary from person to person. Making money trading stocks takes time, timing, proper execution, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk.

If you need assistance with your account, please feel free to email MarketBeat’s South Dakota based support team at contact@marketbeat.com.

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

© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 North Reid Place #620, Sioux Falls, SD 57103. USA..

Read More: How to collect $500-$800 weekly (BlackRock’s system) (From Decentralized Masters)

RJ Hamster

This market has a mind of its own… Dow…

1389 Center Dr
Park City UT 84098
US

Unsubscribe | Change Subscriber Options

RJ Hamster

“How Much Can I Actually Spend Each Year With…

How Long Does $2.5M Last in Retirement?If you have $2.5 million saved, you’re well ahead of most Americans. But how long that money lasts may depend less on the balance itself—and more on the decisions you make with it. Wondering how much you can actually spend each year in retirement? Using the 4% rule as a benchmark, you’d hypothetically withdraw about $100,000 in the first year (4% of $2.5 M), increasing slightly each year for inflation. However, there may be potential downsides to the 4% rule, and it may not be the right strategy for your portfolio. A financial advisor may be able to size and structure your retirement budget based on your income sources, spending needs, tax situation, and goals – so you know what’s realistic for you. SmartAsset’s free quiz can help you find and compare vetted financial advisors who serve your area, each legally bound to work in your best interest. It’s never too late to plan to work toward a comfortable retirement.Get Your Financial Advisor MatchesThis Quiz Matches nearly 50,000 People Each Month with Vetted Fiduciary Financial Advisors This is a hypothetical example and is not representative of any specific security. Actual results when working with a financial advisor will vary. This scenario is for illustrative purposes only and does not represent an actual client. Results may vary. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries (“Adviser(s)”) with a regulatory body in the United States). The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation. SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries (“Adviser(s)”) with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

Today’s Exclusive Article

Atlassian Has Been Crushed—But the Setup Into Earnings Is Shifting

By Sam Quirke. Article Published: 1/24/2026.

Summary

Atlassian has been aggressively sold to multi-year lows, despite generating its most revenue ever.
The extreme pessimism has pushed momentum into oversold territory, but there are already signs of a reversal.
With some analysts calling for as much as 75% upside from here, Atlassian looks like a diamond in the rough.

Shares of tech stock Atlassian Corp. (NASDAQ: TEAM) are trading around $130 after starting the year above $160. Considering the S&P 500 is up more than 1% over the same period, it has been a pretty brutal start to the year for investors in the stock.

That may not surprise investors: the stock is down more than 60% year-over-year and has hit fresh multi-year lows. Atlassian lagged throughout 2025, and the weakness this month has already made it the worst-performing large-cap stock of 2026 to date.

Buffett’s Parting Gift to Berkshire Hathaway? (Ad)

On the surface, that kind of move looks like a clear vote of no confidence and will be enough for many investors to steer clear. For contrarians, though, this setup deserves a closer look. With Atlassian’s next earnings report due in less than two weeks, there are several reasons to think this could be a buying opportunity—here are the top three.

Reason #1: Wall Street Sees Upside in Atlassian Stock

One clear sign that sentiment may have diverged from fundamentals is the sell-side stance. Over the past three weeks, multiple firms have reiterated Buy or equivalent ratings on Atlassian. Mizuho, which named the stock one of its favorite picks heading into 2026, recently gave it an Outperform rating and a $225 price target. Citigroup issued a Buy with a $210 target, while Piper Sandler and BTIG Research also struck a bullish tone.

The common thread across these updates is that the market has become overly negative about the impact of AI agents and automation on Atlassian’s growth prospects. Analysts generally agree these concerns are being misinterpreted and exaggerated; AI is more likely to enhance Atlassian’s platform than to undermine its core value proposition. When analysts see as much as 75% upside, it’s hard not to respect the potential—even if the chart looks rough.

Reason #2: Oversold Readings Suggest Atlassian Is Stabilizing

From a technical standpoint, Atlassian’s chart has looked ugly, but it is starting to show signs of stabilization. Earlier this month, the stock’s relative strength index (RSI) fell as low as 19, putting it firmly in extremely oversold territory. Since then, RSI has moved back above the sub-30 danger zone and is trending higher—a classic sign that selling pressure is easing.

This week’s price action supports that view. Atlassian has rallied roughly 10% over the past three sessions, a notable shift after weeks of relentless selling. The stock is also trading near long-term support levels and roughly in the same zone where sellers retreated three years ago. It may be too soon to call a full trend reversal, but these signals often mark the transition from selling to consolidation.

Reason #3: Atlassian’s Fundamentals Still Look Solid

Perhaps the most persuasive argument against the market’s reaction is that Atlassian’s fundamentals remain intact. The company has routinely topped analyst expectations, and its most recent earnings report delivered record revenue. That’s not the result you’d expect from a business in terminal decline.

There are also signs Atlassian’s own AI initiatives are beginning to gain traction, which helps counter fears it will be left behind as software becomes more automated. Meanwhile, the stock’s valuation has become more attractive after a year of heavy selling, leaving the risk/reward profile improved versus recent memory.

None of this removes risk. Atlassian has been a difficult stock to own, and confidence won’t return overnight. But with the risk/reward looking this favorable, the market may already have priced in the worst-case scenario. If the company can once again top analyst expectations in two weeks, that may be enough to spark a meaningful recovery rally.

Thank you for subscribing to Earnings360, a morning newsletter that summarizes quarterly earnings for public companies that trade on U.S. markets.

This email is a sponsored email for SmartAsset, a third-party advertiser of Earnings360 and MarketBeat.

If you need assistance with your account, please contact MarketBeat’s U.S. based support team at contact@marketbeat.com.

If you no longer wish to receive email from Earnings360, you can unsubscribe.

Copyright 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103. U.S.A..

Read More: How to collect $500-$800 weekly (BlackRock’s system) (From Decentralized Masters)

RJ Hamster

What a Former CIA Agent Knows About the Coming…

This isn’t just another book about investing in gold.

This is a classified-level survival blueprint from a man who’s been trained to stay alive when everything else falls apart.

In his new tell-all exposé, Operation Gold Rush, former CIA officer Jason Hanson reveals how gold and silver saved his life—and how they could save yours when America’s next crisis hits.

Get your FREE copy now »

Here’s what Jason exposes inside:

How to hide gold on your person like a covert operative
Little-known places to stash precious metals where no one will find them
The 2-tier system Jason uses to protect and multiply his wealth
How to move your 401(k) or IRA into a Gold IRA—100% tax-free and penalty-free
What to do when the system fails, the grid goes down, or the markets crash

This is not theory. These are real-world tactics from a man who’s been behind enemy lines, seen countries collapse, and helped Americans prepare for the worst.

And now, he’s partnered with Advantage Gold—the #1 rated precious metals firm in America—to give away this book for FREE.

Click here to claim your copy before they’re gone »

Why now?

Because the next crisis isn’t years away. It’s unfolding right in front of us:

Inflation is raging
Global alliances are collapsing
Central banks are hoarding gold
And the U.S. dollar is under attack

If you’re relying solely on cash, stocks, or your 401(k)… you’re exposed.

Jason knows how fast it can all disappear—he’s seen it happen with his own eyes.

This is your warning.

This is your chance to prepare.

Get Operation Gold Rush + up to $10,000 in FREE SILVER now

To your freedom and protection,

Jeremy Blossom

Senior Analyst, Advantage Gold

America’s #1 Gold Company – 8 Years in a Row

P.S. This book is too powerful to stay available for long. Once supplies run out or Washington catches wind of what Jason’s revealing—it’s over.

Get your free copy + qualify for up to $10,000 in free silver now »

Special Report

Qualcomm Is Back at 2020 Levels—Warning or Opportunity?

Author: Sam Quirke. Posted: 2/5/2026.

Key Points

Qualcomm has erased all gains from the past two years after a brutal pre- and post-earnings selloff.
Structural issues in handsets and weakening confidence make this a clear warning sign for long-term investors.
However, extremely oversold conditions could still create short-term trading opportunities amid elevated volatility.

After reporting disappointing earnings on Feb. 4 after the market close, Qualcomm Inc (NASDAQ: QCOM) left investors wondering what is going wrong. The stock is now trading below $140, down from $185 just a month ago. That represents a steep slide over a very short period, capped by a sharp post-earnings drop on Thursday morning.

Most importantly, Qualcomm has given up the gains it built over the past two years. The stock is back to 2020 levels — a sobering position for a company that has repeatedly pitched itself as a semiconductor company well positioned for the AI revolution.

Stand With Trump – Add Your Name Now (Ad)

Americans who believe in real retirement protection are adding their names to a statement going out to Washington and Wall Street. It’s a message that people are fed up with inflation and the erosion of their savings. President Trump took a stand on protecting American wealth. Now you can add your voice while also learning how to move part of your IRA or 401(k) into physical gold and silver, tax and penalty free.Add your name and claim your free Gold IRA Guide today.

Already on shaky ground entering earnings, Qualcomm did little to restore investor confidence with its Q1 report. (Qualcomm’s fiscal year runs ahead of the calendar year.) While the headline numbers avoided disaster, management’s bearish forward guidance was enough to trigger a fresh collapse in sentiment. Could there still be an opportunity for those with a risk appetite, or was the guidance a warning too clear to ignore? Let’s take a look.

Why This Is a Warning Sign for Long-Term Investors

The core issue is what the latest report implies about Qualcomm’s structural challenges. Management cited industry pressures tied to memory supply constraints and softness in handset demand. These factors are not unique to Qualcomm, but they matter more because the company remains heavily exposed to smartphones despite efforts to diversify. Automotive, Internet of Things (IoT), and licensing are often highlighted as growth areas, but they have yet to offset weakness in the core business when conditions deteriorate.

This matters because Qualcomm has a history of struggling to sustain rallies. Each time optimism builds around a rebound or the diversification narrative, the stock has rolled over, and this latest selloff fits that pattern. The market is right to question again whether Qualcomm can deliver durable growth rather than periodic spikes.

Analyst sentiment has shifted noticeably. Several firms reacted to the earnings by reiterating or downgrading to neutral stances, and some commentary turned outright bearish — HSBC warned it could be “difficult to forecast a potential bottom.”

The result is a loss of credibility. Long-term investors who stayed through multiple cycles are now looking at a stock that has gone nowhere over half a decade, despite repeated promises of transformation. From that perspective, this earnings report reads more like a warning than a reset.

Where Traders Might See a Short-Term Opportunity

That said, while the long-term picture looks damaged, the short-term setup could be different. The speed and magnitude of the selloff have pushed Qualcomm into extremely oversold territory, and momentum indicators are flashing levels rarely seen over the past decade. That doesn’t guarantee a full rebound, but it raises the odds of a sharp bounce once selling pressure starts to ease.

There are early signs of this dynamic. After opening sharply lower the day after earnings, the stock showed signs of support by the afternoon. It will be worth watching whether that support holds in the coming sessions.

Even among analysts who have turned cautious, many revised price targets remain well above the current share price. Bank of America has a $155 target; Cantor Fitzgerald, $160; and Rosenblatt reiterated its Buy rating with a $190 target.

Whether those targets are reached over the next year is uncertain, but in the near term they suggest pessimism could be overextended.

How to Think About the Setup

The key is to separate investing from trading. For long-term investors, this report raises uncomfortable questions. Until Qualcomm proves it can sustain growth and hold gains, patience and caution are warranted.

For short-term traders, the picture is different. Extreme oversold conditions, violent moves, and heavy pessimism create an environment where relief rallies can be sharp and profitable — provided risk is managed tightly.

This message is a sponsored message from Advantage Gold, a third-party advertiser of MarketBeat. Why did I receive this email message?.

If you have questions or concerns about your newsletter, please email MarketBeat’s U.S. based support team at contact@marketbeat.com.

If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.

Copyright 2006-2026 MarketBeat Media, LLC.
345 North Reid Place, Sixth Floor, Sioux Falls, South Dakota 57103. U.S.A..

Check This Out: Two AI Stocks Getting Quiet Attention (Click to Opt-In)

RJ Hamster

50-year Wall Street legend: “Buy this $15 Stock Now”

Dear Reader,

One of the market’s greatest “sleeper stocks” may be about to wake up.

And Wall Street has begun to take notice.

The ticker shot up 5% in a single week as analysts recently raised its price target – and elevated the stock from a “Hold” to a “BUY.”

In fact, one 50-year Wall Street legend just named it his #1 stock of 2026 – live, on-camera.

When you see the role this company is playing in a $269 billion market, you’ll understand why he’s telling his 800,000 followers to put $1,000 into the stock NOW.

(And why BlackRock even made a multi-billion-dollar offer to buy the company behind it.)

Right now, institutional investors hold over 50% of the stock.

But the tide may soon be about to change, as more and more retail investors catch onto its extraordinary potential.

The best part?

As of this writing, it’s trading just around $15 a share.

That’s one-twelfth the price of Nvidia (NVDA).

So if you missed out on NVDA’s extraordinary runup…

This is your rare second chance to get in NOW, before this undervalued stock could become one of the best-performing stocks of the new year.

Click here to get the name and ticker, 100% free.

Regards,

Kelly Brown
Host, Chaikin Analytics

Additional Reading from MarketBeat Media

Zoom’s Anthropic Stake and Huge Cash Pile Could Change the Story

Authored by Jeffrey Neal Johnson. Date Posted: 1/27/2026.

Key Points

Zoom maintains a fortress balance sheet with significant liquidity that supports the stock price while enabling flexible capital allocation strategies.
The strategic equity investment in Anthropic offers shareholders a unique proxy method to gain exposure to the high-growth private artificial intelligence market.
Including advanced artificial intelligence features at no extra cost creates a strong competitive moat that helps retain enterprise customers against larger rivals.

For several years the investment narrative around Zoom Video Communications (NASDAQ: ZM) was relatively one-dimensional, focused almost exclusively on the return-to-office trend and whether the company could sustain growth after the pandemic. As of late January 2026, with the stock trading around $95, market sentiment is shifting. Sophisticated investors are starting to look past quarterly churn in video calling and instead focus on a large, underappreciated asset on Zoom’s balance sheet.

Zoom is increasingly seen as more than a software utility; it has become a deep-value holding company. The primary driver of that view is a strategic early-stage investment in Anthropic, one of the leading artificial intelligence (AI) firms. That equity stake gives public investors an indirect way to access the private AI market and forces a fresh look at what Zoom might actually be worth.

The Anthropic Factor: Accessing the AI Boom Through a Proxy

Trump just signed it (Ad)

To understand the bullish case for Zoom, investors need to consider its venture portfolio. In May 2023, Zoom Ventures made a strategic investment in Anthropic. At the time the move was treated as a standard partnership, but Anthropic—the creator of the Claude models—has since established itself as a top competitor to OpenAI (ChatGPT) and Alphabet’s (NASDAQ: GOOGL) DeepMind.

Zoom’s timing was advantageous. By investing in 2023, Zoom secured equity before the large valuation increases that swept the AI sector in late 2024 and 2025. While tech giants like Amazon (NASDAQ: AMZN) and Google have also invested heavily in Anthropic, Zoom’s smaller market capitalization means a successful liquidity event for Anthropic (for example, an IPO) would disproportionately benefit Zoom shareholders compared with shareholders of trillion-dollar mega-caps.

For retail investors this is notable because Anthropic remains private—you can’t buy its shares on public exchanges. Owning Zoom stock effectively provides proxy exposure: as Anthropic’s private-market valuation rises, the value of Zoom’s stake increases too. That appreciation creates balance-sheet value that isn’t captured in standard revenue metrics but is nevertheless real.

The $7.9 Billion Cushion: A Mathematical Floor for the Stock

The presence of this appreciating AI asset has prompted some analysts to use a sum-of-the-parts valuation, which values a company by its component assets rather than relying solely on a price-to-earnings multiple. Viewed this way, Zoom appears to trade at a discount to many software peers.

Zoom’s balance sheet is a key part of that argument. The company holds roughly $7.9 billion in cash, cash equivalents and marketable securities and carries effectively zero debt. That cash pile creates a measurable floor under the stock.

Here’s how the simple valuation math looks for a value investor:

Total market cap: The market currently values Zoom at roughly $27 billion.
Subtract the cash: Remove the $7.9 billion in cash and equivalents, leaving about $19.1 billion attributed to the operating business.
Subtract the Anthropic stake: Further subtract an estimated value for the Anthropic stake (roughly $2–$4 billion). The remainder approximates what you’re paying for Zoom’s core business.

That arithmetic implies investors are buying Zoom’s lucrative core operations—Meetings, Phone and Contact Center—at a historically low multiple. The cash and the Anthropic stake provide a margin of safety: they limit downside risk because the company’s assets alone justify a significant portion of the stock price, regardless of short-term revenue fluctuations.

The Federated Moat: How Ownership Powers Product Strategy

The Anthropic relationship is about more than potential financial upside; it’s a strategic defense against rivals such as Microsoft (NASDAQ: MSFT), which has a deep alliance with OpenAI and integrates those capabilities into its Copilot features. If Zoom had to license comparable AI at retail rates, its profit margins would be under pressure.

Instead, Zoom uses a federated AI approach, routing user tasks to different models based on performance and cost. Because of its ownership stake and partnership, Zoom has privileged access to Anthropic’s Claude model. Claude’s large context window lets it process and summarize lengthy materials—like an hour-long meeting transcript—more effectively than many alternatives.

That advantage lets Zoom disrupt the standard pricing model. Competitors often charge a premium—sometimes up to $30 per user per month—for advanced AI add-ons. In contrast, Zoom includes its AI Companion at no additional cost for paid license holders.

This amounts to a classic moat strategy. By bundling high-quality AI features into existing subscriptions, Zoom increases the value of its service and reduces churn, making it harder for companies to justify switching to alternatives such as Microsoft Teams. The potential bundle savings may not outweigh the loss of free, enterprise-grade AI tools.

A Value Play in a Growth Market

The investment thesis for Zoom has evolved. Where it was once a speculative bet on hyper-growth in 2020, in 2026 it reads more like a calculated value play: a profitable, cash-rich public company that also holds a potentially lucrative stake in a leading private AI firm.

While the core business faces slower growth, the downside is cushioned by the $7.9 billion cash position and what appears to be disciplined capital allocation from management. Coupled with the speculative upside tied to the Anthropic stake, the stock’s risk-reward profile looks attractive to many investors.

For those who feel they missed the first wave of AI winners, Zoom offers a second, more conservative route to exposure. It may not be the flashiest name on the Nasdaq, but the balance-sheet math and strategic positioning suggest it could be one of the most misunderstood.

Thank you for subscribing to Insider Trades Daily, which covers the most recent insider buying and selling activity from Wall Street CEO’s, CFO’s, COO’s and other insiders.

This message is a sponsored email from Chaikin Analytics, a third-party advertiser of InsiderTrades.com and MarketBeat.

This ad is sent on behalf of Chaikin Analytics, 201 King Of Prussia Rd., Suite 650, Radnor, PA 19087. If you would like to optout from receiving offers from Chaikin Analytics please click here.

If you need assistance with your newsletter, feel free to contact MarketBeat’s U.S. based support team at contact@marketbeat.com.

If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.

Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Place, Sixth Floor, Sioux Falls, South Dakota 57103-7078. United States..

Check This Out: Two AI Stocks Getting Quiet Attention (Click to Opt-In)

RJ Hamster

[Revealed] The $100 Starlink Pre-IPO Jackpot!

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

Dear Reader,

It can’t be denied that everything Elon Musk touches turns to gold.

Just look at Tesla, for example, which is up a mind-blowing 35,955% since its 2010 IPO…

… enough to turn a single $100 bill into more than $35,000!

But I believe that pales in comparison to what I predict is about to come next…

That’s because Elon could be gearing up to announce a new IPO for his $100 billion satellite internet giant Starlink.

As Fortune reports, Starlink’s expected IPO is set to be the single largest IPO in history.

And here’s the best part of all…

Wall Street Journal best-selling author James Altucher has uncovered a way to get a pre-IPO stake BEFORE Starlink goes public.

All it takes is just a few minutes of time and as little as $100 to get started. Plus, you can take action right inside your regular brokerage account.

He reveals all of the details, including giving away the name and ticker symbol of this pre-IPO opportunity completely free, in this short video.

But hurry…

If you’re not in before Elon announces Starlink’s IPO, you’ll be too late for your best shot at the biggest profits.

Click here now for the urgent details.

Sincerely,

Doug Hill
VP of Publishing, Paradigm Press

Just For You

From Holding to Hedging: The “Crypto Casino” Trade Is Taking Over

Authored by Jeffrey Neal Johnson. Publication Date: 2/3/2026.

Summary

Cboe Global Markets offers a unique combination of defensive income through dividends and growth potential via regulated prediction products.
Coinbase is actively diversifying its revenue streams by expanding into derivatives and prediction markets to ensure long-term sustainability.
The evolution of the financial landscape favors platforms that capture transaction volume rather than relying solely on asset price appreciation.

In the fast-paced financial markets, a crash is often easier to handle than a flatline. Volatility offers opportunity; stagnation breeds apathy. As of early February 2026, the cryptocurrency market is suffering from a distinct lack of excitement. Bitcoin is hovering around $78,000 after hitting a 10-month low. The explosive rallies that characterized late 2024 and 2025 have evaporated, leaving investors staring at a chart that is chopping sideways and drifting slowly downward.

This lack of action has had tangible financial consequences. Recent data indicates significant capital flight from the bitcoin sector’s primary access points. Spot Bitcoin ETFs have seen over $500 million in outflows in the last week alone. Investors are not necessarily leaving the digital-asset economy entirely, but they are tiring of waiting for a breakout that may never come.

ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is asking whether a stock market crash is coming. Research from Weiss Ratings suggests the first half of 2026 could be very tough for certain stocks as a radical shift hits the market. Some of America’s most popular names could take serious damage. Analysts have identified five stocks you should consider avoiding before this event plays out. If these are in your portfolio, you’ll want to review your positions carefully.See the five stocks to avoid and learn what’s driving this shift.

For aggressive strategies, widespread boredom is a real risk. When a store-of-value asset stops appreciating, speculative capital does not sit on the sidelines holding cash — it migrates. Money is rotating out of passive-holding vehicles and into high-velocity speculative markets: from the “vault” to the “casino.” The result is a new sector thesis — more upside for the operators that facilitate bets, and more downside risk for the assets those bets are placed on.

The House Always Wins: From “Hodling” to Hedging

As traders abandon buy-and-hold, they are flocking to platforms that let them bet on specific outcomes and market volatility. Two major companies, Cboe Global Markets (BATS: CBOE) and Coinbase Global (NASDAQ: COIN), are actively positioning to capture this wave of volume. They are building the infrastructure for the next phase of the market: speculation over accumulation.

That matters because the “picks-and-shovels” businesses can benefit from churn and hedging demand even when Bitcoin itself is stuck.

Cboe Global Markets: The Institutional Fortress

Cboe is distinguishing itself as the adult in the room. While unregulated prediction markets have seen billions in volume on offshore chains, Cboe is finalizing plans to reintroduce binary options.

What Are Binary Options? These are regulated event contracts that allow investors to take all-or-nothing positions. For example, a trader can bet on whether the S&P 500 will close above a certain level.
Why It Matters: This captures gambling demand while wrapping it in an SEC-compliant package accessible to institutional investors.

This strategy is paying off. Cboe’s stock is trading near all-time highs, around $263, creating a sharp divergence from falling crypto prices. Investors view Cboe as a safer way to play the trend. Cboe offers defensive stability — a dividend yield of approximately 0.73% and Q4 earnings due Feb. 6. Unlike a spot Bitcoin ETF, Cboe pays you to wait.

Coinbase: The Aggressive Pivot

Coinbase is no longer just a digital wallet for holding Bitcoin. The company is transforming into a derivatives powerhouse to offset the decline in spot trading fees. If the “hold” trade is losing followers, Coinbase’s goal is to capture the trading activity that replaces it.

The Catalyst: The company recently acquired Deribit, a major derivatives exchange, and is integrating prediction markets into its U.S. app.
The Safety Net: The GENIUS Act, passed in July 2025, provided clearer rules for stablecoins. This ensures that Coinbase’s interest income from stablecoin reserves remains a reliable financial floor.

This steady revenue stream allows Coinbase to take aggressive steps in building out its derivatives business. While Coinbase’s stock is down about 16% year-to-date, trading near $190, the upcoming Q4 earnings report on Feb. 12 will likely highlight this strategic expansion. The company is pivoting from being a bank for crypto to being a casino for speculation.

Don’t Catch the Knife: The Bitcoin Trap

While exchanges pivot to new revenue streams, the iShares Bitcoin Trust (NASDAQ: IBIT) faces a tougher reality. As a spot ETF, IBIT’s performance is strictly tied to the price of Bitcoin. The trust is trading near $47, reflecting roughly a 30% drop in the asset’s value over the past three months and a 10% year-to-date decline. In other words, even if trading activity heats up elsewhere, IBIT only benefits if Bitcoin itself turns higher.

The ETF remains the gold standard for access, boasting net assets of roughly $67 billion and tight trading spreads. However, the current market environment works against it: without rally hype, the store-of-value narrative struggles to attract new money.

The Options Warning

The options market for IBIT signals caution. Trading data indicates a rise in the purchase of put options.

Put Options: Contracts that give the owner the right to sell an asset at a specific price. Investors buy these when they expect the price to drop.
The Implication: The rise in puts suggests large investors are hedging rather than adding to their positions.

Buying IBIT now risks catching a falling knife before the price finds a firm floor. Unlike Cboe, IBIT pays no dividend — investors are entirely dependent on price appreciation, which is currently absent.

The Bored Market: Follow the Volume, Not the Price

The cryptocurrency market isn’t dying; it is evolving. The excitement has shifted from the asset itself to the mechanisms of trading. For investors, the most actionable strategy is to follow transaction volume rather than try to time the bottom of the Bitcoin chart. Put simply: in a flat market, the toll booths can outperform the traffic.

How to position a portfolio for this rotation:

Defensive Growth (Buy CBOE): Cboe Global Markets is the safest play. It provides exposure to the boom in prediction and derivatives markets while paying a quarterly dividend. It helps protect capital while profiting from market activity.
Aggressive Recovery (Accumulate COIN): Coinbase is a buy for investors with a higher risk tolerance. The stock’s recent dip offers an attractive entry point before the full impact of the Deribit acquisition and prediction market rollout is reflected in earnings.
Watch and Wait (Hold IBIT): iShares Bitcoin Trust belongs on the watchlist, not the buy list. Investors should wait for boredom to break and for volume to return to the asset before adding to their position.

In a market defined by stagnation, the winners are not the ones holding the silent assets. The winners are the ones running the tables where the action is still happening.

This ad is sent on behalf of Paradigm Press, LLC, at 1001 Cathedral St., Baltimore, MD 21201. If you’re not interested in this opportunity from Paradigm Press, LLC, please click here to remove your email from these offers.

If you need assistance with your newsletter, please feel free to contact 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.

© 2006-2026 MarketBeat Media, LLC. All rights protected.
345 N Reid Pl., Suite 620, Sioux Falls, South Dakota 57103-7078. USA..

Check This Out: Two AI Stocks Getting Quiet Attention (Click to Opt-In)

RJ Hamster

Europe’s embarrassing Epstein fallout

Follow @FlipboardSee More in The Daily Edition Download App

Epstein revelations topple top figures in Europe, U.S. fallout more muted Associated Press · Jill Lawless “The receipts are now in public, and some might wish they’d traveled less.”

AI wiped out $400 billion this week — and it’s only getting started Axios · Madison Mills The losses come as investors realize that entire industries are on the cusp of being replaced. Lindsey Vonn is set to ski the Olympic downhill race with a torn ACL. How? NPR · Becky Sullivan Most athletes would bow out. Instead, Vonn stunned the skiing world by announcing this week that she would compete anyway. Winter Olympics opening ceremony: heavy on ‘harmony,’ light on weirdness indiewire.com · Kate Erbland As the Milan-Cortina festivities unspooled across multiple locations, the theme of harmony felt more necessary — and harder to capture — than ever.

Super Bowl LX: A fitting end to a historically crazy season flipboard.com · The Sports Desk Unsung Seattle and out-of-nowhere New England clash in a Super Bowl no one saw coming. Fast food vs. GLP-1s The Independent · Rhian Lubin How America’s multibillion-dollar eating habits are adapting to the weight-loss era. Where do the journalists go now? Substack · Miranda Green As media titans self-combust, what does that mean for reporters, their sources and the news we desperately need? What nihilism acknowledges that other philosophies don’t bigthink.com · Alex O’Connor “The thing that the nihilist recognizes is that the values he or she holds are not grounded in anything other than their own preferences.” ‘That’s somebody’s son’ atavist.com · Mary Margaret Alvarado Three mothers, one struggle: saving their children with schizophrenia. The many battles of Salt-N-Pepa Rolling Stone · Andy Greene The pioneering hip-hop group spent years fighting among themselves. Now, they’re turning to a new foe: the music industry.

Was this sent to you by a friend? For more like it, subscribe here.BLOG · CAREERS · ADVERTISE

RJ Hamster

Shop Sunglasses | Maui Jim®

Explore Maui Jim’s full range of sunglasses for men and women. From classic to modern styles, enjoy premium polarized lenses for ultimate clarity. Shop now with free shipping!
— Read on www.mauijim.com/US/en_US/shop/sunglasses

Category: RJ Hamster

Share this:

Like this:

After +50% Return in 2025, GM Gets Off to a Strong Start in 2026

Quick Look

GM Posts Strong EPS Beat, Eyes Double-Digit Earnings Growth in 2026

GM Takes $7+ Billion Charge Amid EV Slowdown, China Restructuring

GM’s Rally May Still Have Considerable Tread on the Tires

EV Adoption Slows, But Long-Term Growth Still Shapes GM’s Strategy

Share this:

Like this:

Levi Strauss May Be a Super Buying Opportunity After the Earnings Dip

Article Highlights

Levi’s Continues to Transform Its Business

Could LEVI Stock Get a Super Bowl Bump?

LEVI Stock Is at an Inflection Point

Share this:

Like this:

Share this:

Like this:

Atlassian Has Been Crushed—But the Setup Into Earnings Is Shifting

Summary

Reason #1: Wall Street Sees Upside in Atlassian Stock

Reason #2: Oversold Readings Suggest Atlassian Is Stabilizing

Reason #3: Atlassian’s Fundamentals Still Look Solid

Share this:

Like this:

Qualcomm Is Back at 2020 Levels—Warning or Opportunity?

Key Points

Why This Is a Warning Sign for Long-Term Investors

Where Traders Might See a Short-Term Opportunity

How to Think About the Setup

Share this:

Like this:

Zoom’s Anthropic Stake and Huge Cash Pile Could Change the Story

Key Points

The Anthropic Factor: Accessing the AI Boom Through a Proxy

The $7.9 Billion Cushion: A Mathematical Floor for the Stock

The Federated Moat: How Ownership Powers Product Strategy

A Value Play in a Growth Market

Share this:

Like this:

From Holding to Hedging: The “Crypto Casino” Trade Is Taking Over

Summary

The House Always Wins: From “Hodling” to Hedging

Cboe Global Markets: The Institutional Fortress

Coinbase: The Aggressive Pivot

Don’t Catch the Knife: The Bitcoin Trap

The Options Warning

The Bored Market: Follow the Volume, Not the Price

Share this:

Like this:

Share this:

Like this:

Share this:

Like this: