Friend,

History rhymes.

March 1968: Central banks ran out of gold.

London shut down for two weeks. Gold went from $35 to $850.

That’s 2,329%.

March 1980: COMEX couldn’t deliver silver.

They changed the rules. The Hunts got wiped out.

But Silverado Mines ran 3,989%.

March 2020: Swiss refineries closed. Delivery stopped.

The CME made up a new contract on the fly. Karora Resources ran 847%.

See the pattern?

It’s always March. The crunch. The rule changes. The chaos.

Every time, paper holders got crushed. Mining stock holders got rich.

The next big delivery month is April 2026. First Notice Day is March 31st.

I’ve found the one stock set to capture the bulk of this wealth transfer.

>> See My #1 Pick for the Coming Crisis <<

The Buck Stops Here,
Dylan Jovine

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This Week’s Exclusive Content

After a Brutal Selloff, Are These 3 SaaS Giants About to Bounce?

Written by Sam Quirke. Posted: 2/27/2026. 

Key Points

• HubSpot is down over 60% despite decent revenue growth, but its RSI is starting to move out of extreme lows while analysts are targeting major upside.
• Salesforce has fallen about 40%, but strong earnings and similarly bullish price targets suggest rebound potential if support holds.
• Okta is down roughly 40% ahead of earnings, yet analysts still see significant upside if confidence returns.
• Special Report: [Sponsorship-Ad-6-Format3]

Wall Street’s so-called “SaaSpocalypse”—the sharp drop across traditional software companies in recent weeks—has been driven by one dominant fear: that artificial intelligence (AI) will automate away the core functions these software companies provide. If AI can enable customers to handle tasks such as marketing workflows, customer relationship management and identity verification autonomously, why would they pay premium subscription fees to software-as-a-service (SaaS) vendors?

That logic has sparked heavy selling across the sector this quarter, but the reality is more nuanced. These platforms and many of their peers are not static tools waiting to be replaced; they are deeply embedded systems that are increasingly integrating with AI rather than competing with it.

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With sentiment now thoroughly washed out and several names sitting near multi-year lows, the risk-reward profiles of a few companies are starting to look attractive. Here are three to consider.

HubSpot: Oversold, But Quietly Stabilizing

Down more than 60% over the past year, HubSpot Inc (NYSE: HUBS) has endured one of the steepest drawdowns among large-cap SaaS names. Its shares hit a fresh low immediately after earnings in mid-February, despite once again beating expectations on headline numbers. That reaction underscores how fragile sentiment has become.

Since then, buyers have pushed back. HubSpot shares have avoided a new low, and the stock’s relative strength index (RSI) has begun moving out of extremely oversold territory.

That combination often signals that selling pressure is exhausting itself and that a foundation may be forming.

Fundamentally, this does not look like a broken business. Revenue is still growing roughly 20% year over year, retention remains solid, and customer stickiness is intact.

Management has also authorized a fresh share repurchase program, a clear signal that leadership believes the stock is materially undervalued. Analyst support reinforces that view: Citigroup, UBS Group and RBC have all reiterated Buy ratings in recent weeks, with Citigroup’s $640 price target implying more than 150% upside from current levels.

Salesforce: Sentiment Bruised, But Not Broken

Salesforce Inc (NYSE: CRM) was also swept up in the downdraft. Shares are down more than 40% from last year’s high, pressured by concerns that AI could compress CRM functionality and by broader investor risk-off sentiment across the enterprise software space.

The latest earnings report, released after the bell on Feb. 25, did little to calm nerves. The company beat non-GAAP EPS expectations and delivered revenue roughly in line with estimates, but its near-term guidance was soft.

Even so, the stock traded higher the day after earnings, and a rebound could gain traction if shares hold above $175, which has become a critical support level. As long as it holds, the setup looks more like potential consolidation than collapse. Analyst conviction has not evaporated—in fact, Wedbush reiterated its bullish stance this week, setting a $375 price target.

That implies nearly 100% upside from current levels. If CRM shares can find their footing above that low, the decline may be viewed as a buy-the-dip opportunity rather than a warning sign.

Okta: High Risk, High Reward Ahead of Earnings

Of the three, Okta Inc (NASDAQ: OKTA) carries the most near-term uncertainty. Its shares have essentially flatlined since summer 2022 and remain far below post-pandemic highs. More recently, the stock is down about 40% from last summer’s peak, reflecting skepticism about the durability of growth and rising competitive pressure.

Okta’s March 4 earnings report will be pivotal. Investors will be watching closely, especially after Salesforce’s softer forward guidance. While Okta’s shares have been trying to form a low in recent sessions, a disappointing report could extend the malaise and validate the market’s caution.

That said, analyst optimism remains. Truist Financial recently reiterated its Buy rating with a price target around $115, implying roughly 60% upside from current levels. The risk-reward dynamic is more nuanced here than with the other two stocks.

Okta needs its upcoming report to confirm that the worst-case scenario is not materializing, that AI fears have been overstated, and that market caution has gone too far. If it can demonstrate stability and resilience, the rebound potential could be meaningful. If not, investors’ patience will be tested further.

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This Week’s Exclusive Content

GitLab Sell-Off Overdone: AI and Cash Flow Signal a Rebound

Written by Thomas Hughes. Posted: 3/4/2026. 

Key Points

• GitLab is well-positioned for the age of AI inference, as it enables superior outcomes at all stages of the software development lifecycle.
• Tepid guidance and a weak analyst response sent shares to long-term lows, where institutions are likely to buy.
• Cash flow is king in 2026, and GitLab has it, as evidenced by its inaugural $400 million share buyback authorization.
• Special Report: [Sponsorship-Ad-6-Format3]

Fears of slowing growth and AI disruption pushed Gitlab (NASDAQ: GTLB) shares to long-term lows in early March. The sell-off — overdone to begin with — has driven the stock into ultra-deep value territory, creating a compelling opportunity.

While AI-related concerns weigh on the near-term outlook, the company continues to grow and is well-positioned for the AI inference era. Its platform and newer products embed AI functionality throughout the software lifecycle, which can boost efficiency and outcomes while maintaining security, compliance and governance standards. 

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Evidence of its positioning and the strength of its outlook is reflected in its cash flow and balance sheet, which enabled the company to authorize a share buyback. Gitlab is cash-flow positive despite aggressive investment, has a clear path to improvement, and plans to spend up to $400 million repurchasing shares.

That buyback equals roughly 10% of the post-release market cap, reinforcing an already solid support base. Investors can expect Gitlab to repurchase shares on price pullbacks — such as the early-March dip when shares hit record lows.

The balance sheet shows a strengthening capital position and improving shareholder value. Current assets rose across all categories at fiscal year-end, with cash and equivalents exceeding liabilities. The company carries no long-term debt, has total liabilities below equity, and equity increased about 27% year over year. 

Valuation, Institutions, and Analysts Point to GTLB’s Robust Upside Potential 

Gitlab’s shares could double from their March lows based on current earnings estimates alone. Forecasts imply a high-teens to low-20% compound annual growth rate (CAGR) through the middle of the next decade, placing the stock near 10x its 2035 consensus. In one scenario, the shares could rise at least 100% to align with broad market averages, or 200% or more to approach valuations of established blue-chip tech firms. 

Further evidence of Gitlab’s value comes from its institutional ownership and analyst trends. Institutions, including public and private capital, own roughly 95% of the stock and have been aggressively accumulating shares.

MarketBeat data show institutions have been net buyers for 13 consecutive quarters, with activity ramping in 2025 and again in early 2026.

That creates a solid support base likely to persist in 2026 and act as a tailwind for the stock once a rebound gains traction. 

Analysts reacted somewhat bearish to Gitlab’s fiscal Q4 2026 earnings report, but that was measured against a high bar. MarketBeat tracked about half a dozen revisions within the first 12 hours of the release: one downgrade, five price-target reductions, and one affirmation. The immediate impact on sentiment trends, however, was limited.

Those six ratings are stronger than the broader Moderate Buy consensus, and the adjusted price targets — while reduced — average just below the broader consensus, implying roughly 65% upside is possible. 

Gitlab Offers Mixed Guidance After Strong Report

Gitlab delivered a solid FY2026 and Q4. The company reported $260.4 million in net revenue, up about 23.2% year over year and 320 basis points above consensus. Strength came from larger customers: the company saw an 8% gain across its customer base, led by 18% growth in large customers and 26% growth in mega customers. Net retention rate (NRR) was strong at 118%, and remaining performance obligation (RPO) rose 24% on a current basis and 20% overall, signaling continued momentum in the quarters ahead.

Margin dynamics were mixed but encouraging. Gross margin narrowed by 200 basis points, but improvements in operational efficiency more than offset that. Adjusted operating margin improvedby 300 basis points, helping deliver a 42.8% increase in operating income. Increased spending did weigh on profits, leaving adjusted EPS and free cash flow down year over year; still, adjusted EPS of $0.30 beat estimates by $0.07, which offered no clear reason to sell.

Guidance was somewhat mixed versus consensus but fundamentally solid: revenue guidance slightly missed expectations while profitability targets were strong. The company expects more than 17% revenue growth this year and wider margins; management’s margin guidance was roughly 250 basis points above consensus, suggesting the potential for stronger profitability than the street currently models. Management also outlined several initiatives to drive growth, including expanding go-to-market coverage, accelerating client acquisition, optimizing pricing and packaging, and executing its AI strategy.

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