Editor’s Note: See the following from Joel Litman, Chief Investment Officer and Analyst at Altimetry, whose followers include names at Fidelity, BlackRock, Vanguard, and half of the top 300 money management firms in America. Joel has deep ties to Washington, DC and he’s consulted for the Pentagon, the FBI, the Department of Defense, and has lectured at the US Marine Corps War College. Today he secured access to one of the most heavily guarded areas in the world to uncover the truth about what could soon become the biggest stock market story of the decade.

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Dear Reader,

For years, we’ve been told SpaceX is a rocket company… that will one day take humans to Mars (and the moon).

But according to new satellite images from 300 miles above the Earth’s surface, there is something very strange going on at SpaceX right now that has nothing to do with space.

A new division of SpaceX is deploying a new way to power our world… that could replace our need for foreign oil forever — without using nuclear fission, solar, wind, geothermal, coal, or any sort of battery.

When you consider SpaceX burns 29,600 gallons of fuel per launch… it makes sense the business would want a better way to generate energy.

But what it’s doing right now could change not only SpaceX’s operations… but also dramatically affect the entire country — and your investments.

What it’s deploying is a newly permitted technology I know simply as “Dark Energy.”

Most people have no idea something like this is even possible.

And it will sound like science fiction – at first.

But as I prove in my new boots-on-the-ground interview from West Texas, this is the beginning of what could be a $10 trillion boom for investors who know what to do – and who take the right steps now.

SpaceX can’t make this “Dark Energy” by itself. It relies on a small group of little-known suppliers to make it happen.

And I believe that’s why a laundry list of billionaires and tech CEOs are getting themselves into position.

Early supporters of “Dark Energy” include Nvidia CEO Jensen Huang, Oracle founder Larry Ellison, and OpenAI CEO Sam Altman.

Not to mention names like Brad Gerstner, a legendary tech investor who managed to be early on Uber, Microsoft, Amazon, Meta, and Nvidia.

He just joined a $300 million round backing this technology.

Or Garry Tan.

Garry invested in Coinbase back in 2012… turning a $300,000 stake into $2.4 billion in less than 10 years. 

He’s backed Airbnb, Stripe, DoorDash, and Dropbox… and his firm has invested in companies that are now worth more than $1 trillion combined.

Today, he’s backing “Dark Energy.”

This discovery could change our daily lives… and radically lower the cost of power.

And I believe that for you, this could be one the most profitable moments of your financial life if you position your money behind the right stocks before this news spreads.

I’m sharing all the details right now, on camera.

Click here to see how you could double your money or more by backing this new “Dark Energy.”

Regards,

Joel Litman
Chief Investment Officer, Altimetry

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More Reading from MarketBeat Media

The Trade Desk: Down 75%, But a Reversal May Be Near

Reported by Sam Quirke. Date Posted: 4/25/2026. 

Key Points

• Shares of The Trade Desk have collapsed more than 75% since last summer, and sentiment has fallen close to rock bottom.
• The stock’s short interest is now above 11%, creating the conditions for a potential squeeze if momentum can flip.
• With earnings fast approaching and expectations low, the risk-reward setup is looking unusually attractive.
• Special Report: Elon Musk’s $1 Quadrillion AI IPO

Shares of The Trade Desk (NASDAQ: TTD) are trading around $23 after bouncing off the $20 area earlier this month. While that rebound is encouraging, it barely scratches the surface of the damage from recent months.

The stock remains down about 75% from its 52-week high last August and nearly 85% since December 2024, making this one of the more severe downtrends among large-cap names right now.

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For existing shareholders, it’s been a painful ride. For those on the sidelines, however, the setup is shifting from merely disappointing to potentially interesting. The big question is whether this is just another short-term bounce or the early stages of something more meaningful. There are several reasons to think it might be the latter, so let’s take a closer look.

A Perfect Storm of Negative Sentiment

The biggest driver behind the downtrend has been the rise of artificial intelligence and concerns that parts of the digital advertising ecosystem could be disrupted. While The Trade Desk is a major player in programmatic ads, it doesn’t have the resources to weather or combat that disruption the way larger competitors, like Alphabet (NASDAQ: GOOGL), do.

Company-specific issues have added to the pressure. Questions about fees charged to some of The Trade Desk’s biggest clients have emerged, with several customers flagging concerns. At the same time, macro headwinds—including geopolitical tensions tied to Iran—have pressured advertising budgets and prompted lower earnings forecasts.

The result is prolonged negative sentiment, which helps explain why shares of TTD have erased gains accumulated over the past six years.

Extreme Bearishness Is Creating Opportunity

It’s perhaps understandable that The Trade Desk is now one of the most heavily shorted large-cap stocks, with more than 11% of the float sold short. That heavy short interest, however, makes the setup more interesting.

High short interest doesn’t guarantee a squeeze, but it raises the potential for one if the narrative begins to shift. Look at Avis Budget Group (NASDAQ: CAR)and the short-squeeze-fueled rally it experienced this month to understand the upside potential.

Expectations for The Trade Desk have been reset and are unusually low. Combine that with a valuation that’s becoming more attractive, and the downside appears relatively limited compared with the potential upside.

Analyst sentiment is beginning to turn. UBS Group this week reiterated its Buy rating on the stock and set a $31 price target, roughly 30% above current levels. That wouldn’t match the extremes seen in some short squeezes, but it would go a long way toward breaking the multi-month downtrend.

Meanwhile, the consensus price target implies an even stronger scenario — more than 78% potential upside over the next year.

Early Signs of a Technical Turn

Technically, selling pressure on TTD appears to be easing. So far this year, the stock has shown a willingness to hold $20, which is beginning to establish itself as a key support zone. At the same time, its Relative Strength Index is climbing sharply from deeply oversold territory, suggesting the aggressive selling of recent months may be abating.

That kind of price action often signals quiet accumulation, where buyers step in before a clear sentiment reversal. It’s still early, but bulls will be watching closely: if TTD can build on this bounce and avoid falling back below $20 ahead of next month’s earnings report, the case for a more meaningful recovery strengthens.

Earnings Could Be the Catalyst

One thing to watch heading into the company’s Q1 2026 report is that The Trade Desk has delivered headline beats in its last three quarters, which suggests the business may be holding up better than the stock price implies. Continued outperformance could force some short sellers to rethink their positions.

Even modestly better-than-expected results could trigger short covering, lifting the share price and potentially accelerating a reversal. That said, given the risks outlined above, it’s prudent not to get ahead of the fundamentals.

If The Trade Desk disappoints or reinforces concerns about growth, the downtrend could resume. But after the stock has already given up so much ground, the risk/reward profile looks increasingly attractive for buyers.

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More Reading from MarketBeat Media

GPU Prices Are Surging—3 Ways to Play the AI Chip Shortage

Reported by Thomas Hughes. Date Posted: 4/14/2026. 

Key Points

• GPU rental pricing is surging as capacity limits cap supply, and demand continues to grow.
• GPU-as-a-Service providers are well-positioned in this environment, but are not the only ones to benefit.
• GPU and memory makers are also poised to see their revenue and earnings spike.
• Special Report: Elon Musk’s $1 Quadrillion AI IPO

AI bubble or not, demand trends suggest this expansion continues and shows no end in sight. In early April, GPU rental prices began skyrocketing, underpinning a robust outlook for GPU-as-a-Service providers. These companies span a diverse array of businesses, but they share one thing in common: they own or have access to NVIDIA (NASDAQ: NVDA) AI-capable GPU clusters at scale, rent them on-demand or under long-term contracts, and benefit from a dynamic pricing model.

Dynamic pricing here means demand and supply align to create pricing power. For investors, that pricing power translates into stronger revenue and earnings forecasts — factors that lift stock prices. Reports show H100 and H200 pricing rising about 40% as of March, while pricing for newer Blackwell and upcoming Vera Rubin models was up 50% or more as of April. Demand is so strong that operators are shifting away from short-term on-demand business toward longer-term, highly visible contracts that let them access capital markets, invest in growth and expand capacity.

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Demand remains robust, accompanied by reports of delayed deployments from major AI labs and hyperscalers. A lack of capacity is driving those delays and, in turn, supporting a bullish outlook for data centers, GPUs and the GPU-as-a-Service industry. The primary bottleneck is training capacity: persistent shortages — especially of inference-capable systems — are impeding the training of large models. At the root of the problem is HBM memory. HBM is essential to AI GPU construction, with each GPU requiring multiple HBM stacks and each stack using many chips. HBM capacity is ramping, but it is not expected to materially ease the shortage until well into 2027.

Play #1: Memory Chip Makers

Memory is central to the GPU shortage, and Micron (NASDAQ: MU) is among the best-positioned suppliers. Its HBM modules are widely regarded as top-tier for AI modeling and inference, and Micron is well advanced on expansion projects. The company is pursuing several initiatives to improve its supply chain and bolster its domestic footprint, with many projects expected to come online in 2027 and beyond. In the near term, revenue and earnings are growing at a rapid, high triple-digit pace, and analysts are raising estimates — a dynamic underpinned by tight supply and higher pricing. Micron is reportedly sold out of HBM through 2027.

Micron’s analyst sentiment is strong. MarketBeat tracks 37 analysts covering the stock, a sufficient base for a high-conviction rating; coverage has increased and the consensus is Buy. About 90% of ratings are Buy or higher, reflecting significant conviction. As of mid-April the consensus price target implied roughly 10% upside, but more recent targets point to at least 20% upside from the key resistance near $450.

Play #2: GPU Chip Makers (That Aren’t NVIDIA)

Although NVIDIA is well-positioned to ramp production and capture revenue, it may not be the only or best choice for every investor. Advanced Micro Devices (NASDAQ: AMD) has lagged NVIDIA in some areas, but it is on the verge of launching a new product line that includes rack-scale solutions and the supporting software stack.

AMD’s open-source approach aims to compete directly with NVIDIA’s CUDA, positioning the company to gain data center share. Its chips are viewed as efficient for inference and likely to deliver meaningful cost savings. That combination could lead AMD products to sell out quickly and help expand the data center and GPU-as-a-Service markets over the longer term.

Companies that have announced deals for MI450 products include Meta Platforms (NASDAQ: META), OpenAI, and Oracle (NYSE: ORCL). Each plans to use the GPUs to power large-scale computing centers for AI development and inference. Analysts expect revenue growth to accelerate sequentially over the next four to six quarters and have been lifting price targets ahead of AMD’s fiscal Q2 2026 release. MarketBeat data shows 40 analysts covering AMD, producing a Moderate Buy consensus and implied upside of roughly 20%–55%.

Play #3: GPU-as-a-Service Providers

GPU-as-a-Service providers are clear beneficiaries: higher rental prices flow directly into revenue and earnings. Examples include CoreWeave (NASDAQ: CRWV), Applied Digital (NASDAQ: APLD), Nebius Group (NASDAQ: NBIS), and IREN Limited (NASDAQ: IREN). CoreWeave may be best-positioned with more than 30 data centers across the EU and U.S., but the others also stand to gain materially.

The biggest challenge is the capital-intensive buildout, which is already underway and largely financed by debt and dilution. Signs that risk may be limited include swelling backlogs — Nebius Group is a notable example. While its liabilities approach $8 billion in early 2026, the company is supported by a backlog exceeding $45 billion, which helps underwrite its expansion plans.

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