RJ Hamster
CIA Whistleblower EXPOSES COVID Cover-Up Plot | Republican Post
— Read on republicanpost.net/cia-whistleblower-exposes-covid-cover-up-plot/
RJ Hamster
Ten dog-friendly hiking trails ranked across San Diego, LA, and Arizona. Leash rules, parking info, and the one rule every hike needs.
— Read on kahootsfeedandpet.com/blogs/blog/10-dog-friendly-hikes-in-san-diego-la-arizona-with-leash-rules-parking-info
RJ Hamster
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Chicago, Illinois >> Trump’s Next Mining Target?
Jim Rickards’ patented I-3 system has just detected a mass influx of cash recently flowing into a tiny mining company’s stock.
Giving him reason to believe it has been targeted by President Trump’s administration.
Meaning we could be sitting on the precipice of a massive profit opportunity.
Watch his latest briefing on how to get all the need-to-know details right here.
Back in July, I covered Flowers Foods(NYSE: FLO) in one of my Safety Net columns. At the time, it had been falling for 2 1/2 years and had lost half its value. But the 6.3% yield was tempting to some investors, so we dug in to determine whether it was safe.
The stock earned an “A” rating for dividend safety.
Since then, the dividend has stayed flat… but we can’t say the same for the stock price. It has continued to slide, falling another 47%.
Because of the price decline, the yield now stands at an eye-popping 12%.
Is it still safe?
Flowers Foods is the second-largest producer of packaged bakery goods in the United States. It was founded in Thomasville, Georgia, in 1919 and now has more than 10,000 employees in 19 states.
Its brands include Nature’s Own, Dave’s Killer Bread, Wonder Bread, and Tastykake.
The company has been seeing lower volume and losing market share for several years as higher prices have put pressure on consumers, leading them to cheaper, private-label store brands.
Despite declining market share, free cash flow has actually held up quite well – until now.
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After four years of growth, free cash flow is forecast to decline in each of the next three years.
Last year, Flowers Foods paid shareholders $209 million in dividends, which was 66% of its $319 million in free cash flow.
That’s fine. I want to see a payout ratio of 75% or below to feel confident that the company can continue to pay its dividend even if free cash flow hits some obstacles.
This year, however, the payout ratio will cross that threshold and come in at 82% if Wall Street’s projections are accurate.
In fact, according to analysts, by 2028, the dividend will surpass free cash flow.View larger image
Falling free cash flow and a too-high payout ratio are both problematic.
But perhaps the company’s track record can save its Safety Net grade…Finish Reading Here
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RJ Hamster
Dear Reader,
Dr. Mark Skousen here.
You want to know what makes me furious?
Watching the same scam play out over and over.
A company like SpaceX could go public any day now… in what Bloomberg is touting as “the biggest IPO of ALL TIME.”
And who is allowed to get in early?
The hedge fund guys. The Goldman partners. The private equity sharks. The same people who’ve already won the game ten times over.
They gobble up shares at pre-IPO prices… where around 95% of the gains are made.
Then they open the gates to everyone else — after they’ve already locked in their fortunes.
Regular investors get the leftovers. The scraps.
I’ve been fortunate…
Early in my career, I made the right connections. CIA directors. I’ve met four US presidents. Wall Street power players. The types of people who can get you in Pre-IPO. I’ve had a seat at the table my whole life. And it’s made me wealthy. But I’m 77 years old now.
I’m tired of watching good people get shut out of opportunities that could change their lives.
So when I heard SpaceX could be getting ready for a $1.5 TRILLION IPO… I decided to pay it forward.
Today, I’m prepared to share an “access code” that lets my readers grab a pre-IPO stake in SpaceX. Before Elon’s big announcement. Before the feeding frenzy. Before regular investors get shut out again.
For once, the door is open. And I’m holding it for you.
Click here to see how to get your pre-IPO ‘access code’.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. After meeting Elon face-to-face and conducting my own due diligence… Im now convinced he’ll announce the IPO on June 1, 2026. Don’t miss your shot at life-changing returns. Click here before this window closes forever.Advertising Disclosure: This email contains paid advertisements. This email is from our associates at The Oxford Club.
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RJ Hamster
A disaster.
That’s how legendary investor Louis Navellier described this morning’s Producer Price Index (PPI) report in his Breakthrough Stocks Flash Alert update.
The headline figure jumped 1.4% for the month, crushing the 0.5% forecast, and doubling the revised 0.7% March number.
On a year-over-year basis, the index climbed 6% – the biggest jump since December of 2022.
Let’s go to Louis for what’s behind the numbers:
Here’s the problem: Wholesale goods costs rose 2%. Wholesale service costs rose 1.2%.
That means inflation is increasingly being embedded on the wholesale level and will likely persist.
So, we have Treasury yields going higher this morning. We have the yield curve flattening a bit, and that means all hope for rate cuts are off until we get Treasury yields a little lower.
We need to keep an eye on the services inflation that Louis highlighted – it doesn’t respond quickly to ceasefire agreements or reopened shipping lanes. Once it’s embedded, it takes time to work back out.
It appears that we’re at risk of that happening today.
Earnings.
Back to his update to subscribers:
We should just take a step back and realize that we have 20% earnings growth with the S&P this quarter.
Earnings are forecasted to be good for the remainder of the year. Stocks are a great inflation hedge.
So, despite this news that has rattled the market with inflation, we are in a very good environment.
In all candor, we made too much money too fast, so we are going to have to back and fill here just a bit.
Overall, while hotter inflation may delay rate cuts, Louis doesn’t see it derailing the broader bull market.
He expanded on his outlook during a live event this afternoon, detailing why he believes we’ve entered one of the rarest – and potentially, most lucrative – market windows in decades. This has only happened a handful of times in recent history: 1995, 2001, 2008, 2020 – and now, today.
Louis says it’s the kind of setup that historically produces massive stock winners – and he’s already tracking 53 names showing early signals. Better still, he gave away one of them this afternoon.
If you missed it, you can catch a free replay right here.
Now, let’s shift gears to a story from earlier this week that largely flew under the radar – cybersecurity experts may have just prevented a nightmare scenario…
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Look out for a package from Bastrop, Texas. It could arrive any day — and it’s from Elon Musk. It’s part of a project he’s waited 27 years to launch, which could be 15 times bigger than SpaceX, Tesla and xAI combined. And it’s going live right now.
Sometime in the past few months, a group of criminals sat down with an AI model and asked it to break into millions of computers at once.
The AI obliged.
It found a hidden flaw in a piece of software used by businesses worldwide – one that no human researcher had found, and that no traditional security scanner had flagged. Then it wrote the attack code. Clean, methodical, ready to deploy.
This isn’t a hypothetical.
Google’s Threat Intelligence Group (GTIG) confirmed this occurrence on Monday in a report that’s genuinely alarming.
The hacker’s plan was to launch a mass exploitation campaign. Translation – hit as many targets as possible, all at once, before anyone knew what was happening.
Fortunately, Google’s threat intelligence team caught it first, worked with the software maker to patch the hole, and shut the operation down before it launched.
But the next hackers may not make the same mistakes.
Without getting too deep in the weeds, the AI-enhanced attack allowed hackers to bypass two-factor authentication. That’s the “enter the code we texted you” step that most of us rely on as our last line of defense. With this exploit, that protection was gone.
What made this different from every previous attack of its kind was how the “skeleton key” that enabled the hack was made. Not by a team of elite hackers working for months, but by an AI model, working for hours.
The GTIG report explained how they knew AI was involved. The attack code had telltale fingerprints – the kind of hyper-organized, over-documented, textbook-perfect formatting that AI models produce when they write code.
From the GTIG report released on Monday:
The script contains an abundance of educational docstrings, including a hallucinated CVSS score, and uses a structured, textbook Pythonic format highly characteristic of LLMs training data (e.g., detailed help menus and the clean _C ANSI color class).
In other words: the AI was so thorough, organized, and eager to explain itself that it gave itself away.
This time.
For years, this type of sophisticated attack required time and expertise.
It meant months of painstaking work by some of the most skilled people in the world. Nation-states could do it. Elite criminal organizations, occasionally. Everyone else was locked out.
AI has suddenly changed that.
Here’s Ryan Dewhurst, Head of Threat Intelligence at cybersecurity firm watchTowr, in The Hacker News:
AI is already accelerating vulnerability discovery, reducing the effort needed to identify, validate, and weaponize flaws.
This is today’s reality: discovery, weaponization, and exploitation are faster. We’re not heading toward compressed timelines; we’ve been watching the timelines compress for years.
There is no mercy from attackers, and defenders don’t get to opt out.
And it’s not just criminals. The GTIG report documented a sweeping picture of state-sponsored actors already deeply engaged in AI-assisted hacking – China, North Korea, and Russia, all using AI models to accelerate their operations.
We’re talking about attacks that are industrialized, systematic, and happening right now – as you’re reading this.
John Hultquist, chief analyst at GTIG, spoke to The Register about what Monday’s report really represents:
There’s a misconception that the AI vulnerability race is imminent. The reality is that it’s already begun.
For every zero-day we can trace back to AI, there are probably many more out there.
There’s a concept we explored in our April 6 Digest that applies directly here – what we called the “Prisoner’s Dilemma” of AI adoption.
The idea is simple…
Every CEO knows that racing to implement AI carries some degree of risk. But if a competitor implements AI and increases efficiency/profitability while that CEO doesn’t, his/her company loses.
So, everyone races – despite the risks. But recognize what this means…
Every time a business wires AI into its operations – connecting its data, its customers, its internal systems to an AI provider – it runs new digital plumbing. But all that plumbing presents a new sea of opportunities for AI-equipped attackers.
The GTIG report provided an example of this…
Earlier this year, a criminal group called TeamPCP snuck malicious code into LiteLLM – a popular piece of software that businesses use to connect their systems to AI providers like Anthropic, Google and OpenAI. Because so many companies had installed LiteLLM, that hidden code quietly stole the digital keys those companies used to access their AI accounts – without anyone noticing.
Think of it like a locksmith who, instead of just making you a key, also made a secret copy for himself. Every customer who came to him for a key got robbed without ever knowing he’d been there.
Nobody at those companies did anything wrong. They were just doing what every company is doing right now – racing to connect to AI before their competitors do.
But the faster these companies race, the more exposed they become to this risk.
This is the Prisoner’s Dilemma in action.
When stories like this break, many investors panic-sell cybersecurity stocks.
In fact, we’ve seen two examples this year – once after Anthropic’s Claude Code Security announcement in February, and again after the Claude Mythos panic in March/April. The market feared that AI would render cybersecurity companies irrelevant.
That’s wrong – AI-powered attacks create more demand for security, not less. But that doesn’t mean every cybersecurity company benefits equally. And that’s where we need to clarify what’s really happening today.
Imagine two home alarm companies…
One built its system from scratch, knowing that thieves would one day use sophisticated technology to case houses. Its sensors don’t just watch for broken windows – they look for unusual patterns of behavior, things that feel wrong even when nothing is technically broken.
The other company took an alarm system from the 1990s – perfectly good at the time – and added a software update to keep up with today’s systems.
When AI-powered burglars arrive, which company’s customers are better protected? And which company gets the new contracts?
Obviously, the companies that were built with AI at their core are structurally better equipped for a world where attackers use AI. The companies that bolted AI onto legacy architectures are scrambling.
The kneejerk reaction is to reach for a cybersecurity ETF – you get broad exposure with no single-stock risk.
The two most widely held are the First Trust NASDAQ Cybersecurity ETF (CIBR)and the WisdomTree Cybersecurity Fund (WCBR).
While that’s not necessarily wrong, be aware of what this means…
Both ETFs hold a broad basket of cybersecurity names – so, they include plenty of the legacy, bolt-on players we just described. You’d be buying the whole industry at a moment when the industry itself is splitting into winners and losers.
Now, that’s not necessarily a dealbreaker. Wedbush’s channel checks, published earlier this year, found that cybersecurity vendors have set 2026 sales targets up to 30% higher than the typical 12% global spending growth baseline.
So, for now, even bolt-on companies could benefit from a “rising tide” environment as Corporate America spends more on security.
But go in with your eyes open: broad exposure here means, well, broad exposure, which includes the companies least equipped for what’s coming.
For investors who want to avoid this, two of biggest AI-native platforms are CrowdStrike Holdings (CRWD) and SentinelOne (S).
Do your own homework – but start with these two.
Let’s be candid about what Monday’s GTIG report reveals…
The barrier to launching a sophisticated cyberattack just fell. It won’t go back up.
The companies that understand this – and the investors who see it early – are the ones who will end up on the right side of what’s coming.
We’ll keep you updated as our experts weigh in.
Have a good evening,
Jeff Remsburg
RJ Hamster
A message from Immersed Inc.
1.5M Users and NASDAQ Ticker Reserved
When Google, Meta, and Microsoft all partner with the same pre-IPO startup, investors pay attention.
But that’s not the only reason over 7,000+ pre-IPO retail investors are backing Immersed.
This company is changing the game in AR/VR, developing the Meta Quest store’s most popular productivity app. 1.5 million people already use it, many up to 60 hours a week.
Their soon-to-be-released Visor headset has 2M more pixels than Apple’s Vision Pro for 70% less cost and weight. No wonder they’re projecting $71M in sales.
While their NASDAQ ticker $IMRS is reserved, you have an opportunity to invest pre-IPO in Immersed right now.
Invest Before the Pre-IPO Round Closes Tomorrow
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RJ Hamster
Dear Friend,
This Saturday, May 16, Children’s Defense Fund (CDF) will join advocates, faith leaders, organizers, students, and families across the country for a National Day of Action for Voting Rights.
As part of the nationwide “All Roads Lead to the South” mobilization, communities are coming together to defend voting rights and build collective power in the face of ongoing attacks on our democracy.
In addition to the national mobilization in Montgomery, Alabama, local actions are taking place across the country, including a community organizing meeting we’re joining in Greensboro, North Carolina, hosted by Faith Community Church and Beloved Community Center.
At CDF, we know the fight for voting rights is inseparable from the fight for children’s futures. When communities lose political power, children and families lose access to the resources and opportunities they need to thrive.
This moment calls for action, organizing, and solidarity.Learn More & Get Involved
Whether you join in Montgomery, attend a local activation like the one in Greensboro, organize in your community, or help spread the word, your voice matters.
In solidarity,
Brittany Packnett Cunningham
Vice President, Chief Strategy Officer
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Children’s Defense Fund · 840 1st St NE Ste 300 · Washington, DC 20002-8000 · USA
RJ Hamster
May 13, 2026
FEATURED – Cisco Q3 FY2026: The AI Infrastructure Shift Is Real Sponsored
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Cisco Q3 FY2026: The AI Infrastructure Shift Is Real
Most earnings beats get a 3% pop and a couple of breathless analyst upgrades. Tuesday nightwas different. CSCO gained 14.37% in after-hours trading following a quarter that didn’t just beat expectations – it reclassified the company in the minds of institutional investors who spent years filing Cisco under “legacy infrastructure.” That story is over.
The numbers first. Then what actually matters.
Adjusted EPS: $1.06 vs. $1.04 consensus. Clean beat. Not a blowout on its own – but layered with everything else, it holds weight.
Revenue:Record revenue of $15.8 billion, up 12% year over year, with GAAP EPS of $0.85 up 37% and non-GAAP EPS of $1.06 up 10%. The $15.56 billion Wall Street consensus wasn’t even close. To put the bottom line in context: non-GAAP gross margin came in at 66.0% and non-GAAP operating margin at 34.2% – both reflecting what CFO Mark Patterson called “record non-GAAP operating income.”
Dig one layer deeper and the order data is where the real story lives. Networking revenue grew 25%, total product orders rose 35%.Cisco’s networking revenue increased 25% to $8.82 billion, exceeding the $8.47 billion consensus among analysts polled by StreetAccount. Data center switching and campus networking orders both posted strong double-digit gains as customers accelerated infrastructure buildouts for AI workloads. These are forward commitments being made now, for infrastructure deployments that are still months away.
Worth noting: security revenue was flat at about $2 billion, in line with the $1.99 billion StreetAccount consensus. Not a catalyst, but also not a drag. The market is focused elsewhere.
Here’s where it gets interesting. Hyperscaler AI orders have been climbing steeply every quarter. Networking revenue surged 21% YoY to $8.29B in Q2, with hyperscaler AI orders accelerating from $1.30B in Q1 to $2.10B in Q2. Now the year-to-date figure has reached a milestone: Cisco said it’s received $5.3 billion in artificial intelligence infrastructure and hyperscaler orders so far this year, and raised its expected orders for the fiscal year to $9 billion, up from $5 billion.
That’s not gradual adoption. That’s a structural shift in how hyperscalers are sourcing networking infrastructure for AI buildouts. Each quarter, the curve has steepened – and management just nearly doubled the full-year target in a single report. Simultaneously, the company said it expects revenue in that market for the fiscal year of $4 billion, up from a prior projection of $3 billion.
Slight tangent, but it matters: the $5 billion forecast also excludes Cisco’s newest hardware – the Silicon One G300 (102.4 Tbps switching) and the P200 family of deep-buffer routing processors – meaning the bull case for FY27 is built on a product cycle the current guide does not even credit. The same logic applies to the new $9 billion target. Which means the ceiling on that revised guidance may still be conservative. The market is beginning to factor that in.
Going into this report, Wall Street consensus had CSCO at $1.04 EPS and $15.56B in revenue – right at the top of Cisco’s own guidance band of $15.4B–$15.6B. With the consensus right at the top of that range, the market was effectively pricing in a beat – raising the bar for the company to impress. And Cisco still cleared it.
The part people skip in a report like this: the guidance raise matters more than the beat itself. A company can beat a single quarter on cost cuts, favorable timing, or one-time items. A guidance raise of this magnitude – full-year AI orders from $5B to $9B, full-year AI revenue from $3B to $4B – requires real, contracted demand. These aren’t projections based on market modeling. They’re based on purchase orders that exist.
For context on the full-year revenue picture: Cisco raised its FY26 outlook to $62.8 billion to $63.0 billion and EPS to $4.27 to $4.29.Wall Street had modeled FY26 at $61.6 billion, so management raised the bar by roughly $1 billion with this quarter’s results. And the Q4 guidance was equally aggressive: for the fiscal fourth quarter, Cisco called for $1.16 to $1.18 in adjusted EPS on $16.7 billion to $16.9 billion in revenue – analysts polled by LSEG were looking for $1.07 in adjusted EPS on $15.82 billion in revenue. That’s roughly a $1 billion top-line beat on the forward guide alone.
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Alongside the earnings beat, Cisco said in a filing that severance and other costs will result in pre-tax charges of $1 billion, and that the company will recognize about $450 million of that in the fiscal fourth quarter. Layoffs will affect fewer than 4,000 employees – under 5% of the workforce.
That’s not a distress signal. That’s a reallocation.
When a company posts record revenue, beats on EPS, raises full-year guidance across every horizon, and simultaneously announces a restructuring – the restructuring is directional. It tells you exactly where the capital is going next. Cisco isn’t cutting because it’s struggling. It’s trimming legacy cost centers to fund aggressive AI infrastructure expansion. The two moves together – record results plus focused restructuring – communicate a single unified message: the company is shifting its entire organizational weight toward AI growth. That’s a deliberate capital allocation decision, not a defensive one.
This isn’t just a Cisco story. What Cisco’s order data confirms is that the enterprise AI buildout has moved well past the GPU procurement phase and is now deep into the networking layer. Hyperscalers are buying switches, optics, and AI-native fabric at a pace that’s outrunning analyst models. That has clear read-through implications for the broader infrastructure space – including competitors and suppliers tied to data center networking and silicon.
Campus networking is also part of this picture. The official earnings release confirmed a major multi-year, multi-billion-dollar campus networking refresh cycle underway, with the next-generation portfolio ramping faster than prior product launches. That’s a second growth vector running in parallel with hyperscaler AI demand – and it’s largely being undercovered in the post-earnings analysis.
While Cisco has trailed many of its data center peers in the AI race, Wall Street has been rallying to the company’s story of late. The shares have continued to climb this year, gaining 33%, topping the Nasdaq’s 14% advance. The AI infrastructure order acceleration is the core reason institutional money has been repositioning into CSCO throughout 2026.
With a 14% gap already realized in after-hours, the near-term options market is entering Thursday’s session with dramatically altered conditions. Traders positioning after a move of this magnitude need to be deliberate about structure.
Bull Case Structure: For traders expecting continued momentum and sector rotation into AI infrastructure names, a defined-risk call spread (buy ATM call / sell OTM call) captures upside while managing the IV compression risk post-event. Target the next technical resistance zone above the gap.
Bear Case Structure: If you believe the gap is over-extended relative to fundamentals – and a 14% overnight move on a $60B+ revenue company does warrant scrutiny – a defined-risk put spread below the gap-fill level offers downside exposure without naked short exposure into an elevated-momentum environment.
Neutral / Theta Structure: An iron condor positioned above the gap high and below the gap-fill level captures premium decay if CSCO consolidates post-earnings. Given the IV collapse dynamic, selling premium in the days immediately following the event can be favorable if the underlying stabilizes. The key risk here is a continuation gap if buy-side desks add to positions at the open.
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The tariff backdrop is not a non-issue. Margin and EPS guidance includes the estimated impact of tariffs based on current trade policy. Management absorbed this into guidance, but any deterioration in the trade environment – particularly with China tariffs still in flux – could compress margins in ways that the current model doesn’t fully reflect. The guidance is built on today’s trade policy. That’s a variable Cisco doesn’t control.
Also worth watching: cash flow conversion. Cash flow from operating activities came in at $3.8 billion for the third quarter of fiscal 2026, a decrease of 7%, compared with $4.1 billion for the third quarter of fiscal 2025. Revenue scaling upward while operating cash flow contracts is something that needs to resolve in the right direction over the next two quarters. It’s not alarming at this stage – but investors will watch whether cash flow converts alongside earnings next quarter.
One more consideration: price reactions have varied, including a -12.32% move on Q2 FY2026 earnings despite positive metrics. The market can reward the same type of beat very differently depending on sentiment conditions. A 14% overnight move on top of a stock already up 33% YTD creates a high bar for follow-through.
The beat-and-raise cycle has now run for multiple consecutive quarters. For Q1 FY27 – the next guidance investors will scrutinize – bullish guidance means networking orders sustaining above 50% growth and AI infrastructure orders pacing toward the new $9 billion annual target.
The bigger question isn’t whether Cisco beats next quarter. It’s whether the hyperscaler order trajectory sustains its curve into FY2027 – or whether the $5.3B year-to-date figure represents a pull-forward of demand that normalizes lower. That’s the debate institutional desks will be running through their models over the next 30 days. The G300 chip and P200 optics contributions, currently excluded from the $9B order target, could meaningfully alter the answer. With shares at a significant premium versus the $89.54 average analyst price target, future guidance must keep accelerating to justify the rally.
What’s interesting is that the Splunk integration is also quietly maturing. Splunk added 500 new logos in the first half of FY26 and is on pace for 1,000 by year-end, with Splunk ARR and product RPO growing double digits. That ARR base is load-bearing for the long-term thesis – it’s what separates Cisco’s AI story from a pure hardware cycle. The market isn’t fully pricing that in yet.
This is not about whether Cisco had a good quarter. It did. The more interesting question is what $9 billion in AI infrastructure orders says about the broader enterprise buildout cycle – and whether the companies currently valued for AI adjacency have actually earned that premium yet. Cisco’s order book is making a case that not many saw coming this clearly, this fast.
– The Editorial Desk
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RJ Hamster
Don here…
Mac Holbrook explained on this morning’s session why every pullback gets devoured before it can develop. He calls it the lockout rally, and disciplined traders waiting for cleaner entries are getting left behind.
He’s still wildly bullish for the next few months. The shift happens later, and the timeline matters more than picking individual stocks right now.
In today’s free session replay, you’ll discover:
The macro setup Mac painted is straightforward. Hot inflation sticks around, the Fed won’t act before midterms, and a new Fed chair is likely to clash with current members.
That combination keeps commodities and stocks running hot in the near term. Then something breaks late summer or early fall, and the playbook flips entirely.
Mac put 30 to 35% odds on a Looney Tunes Nasdaq move 10 to 15% higher in the next two months. He also expects a lost decade in equities once that rally completes.
To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE
P.S. Mac laid out the framework. Gianni trades it. His Trinity Trades webinar Friday at noon EST covers the three highest-probability setups he sees right now in this lockout rally.
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RJ Hamster
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