Something incredible has been happening on the same day every month.

Stocks are going on historic runs, and every single time it’s started on the 10th.

Last April, my system flagged OKLO on the 10th. It ran 769%.

The next month, RGTI ran 464%

Then June 10th, THM, 288%.

It continued month after month:

• STIM – 40%
• AMPG – 138%
• TGB – 193%
• IMPUY – 119%
• CELC – 149%
• SCCO – 60%
• AXTI – 248%
• TMQ – 39%

And the most recent alerts are already up double digits, with much more room to go.

It’s been a rolling catalyst, same start day, different stocks, massive returns.

In this short briefing, I explain why this keeps happening on the 10th and how you can position yourself for the next wave.

Watch the breakdown here.

Chris Rowe

---

Further Reading from MarketBeat

Okta and CrowdStrike Could Be the Backbone of AI Security

Reported by Jeffrey Neal Johnson. Article Published: 3/18/2026. 

Key Points

• Okta is extending its market-leading identity platform to provide essential governance and authentication for the new workforce of autonomous AI agents.
• CrowdStrike’s platform provides crucial real-time security by monitoring the actions of AI agents to ensure they operate safely and as intended.
• Together, their platforms create the foundational security layer for the AI-powered enterprise, addressing a massive new market opportunity for investors.
• Special Report: Have $500? Invest in Elon’s AI Masterplan

A fundamental shift is underway in the enterprise. Artificial intelligence (AI) is moving beyond helpful assistants, like chatbots that respond to prompts, toward autonomous workers. This new machine workforce is made up of goal-seeking AI agents that can execute complex tasks, access sensitive data, and interact with critical systems without direct human supervision.

As companies race to deploy this technology to boost efficiency and innovation, they are also creating a largely unprotected digital frontier. That reality is forcing a shift in security strategy and turning AI protection into a non-discretionary spending category. For investors, it signals a substantial opportunity, with identity leader Okta (NASDAQ: OKTA) and cybersecurity giant CrowdStrike (NASDAQ: CRWD) emerging as the foundational platforms likely to secure this new era.

The Multi-Billion-Dollar Risk Driving the Budget Shift

Skip Headlines Straight to Original Research (Ad)

Our investment research analysts are going to be releasing their next investment idea tomorrow morning, around 10:00 AM Eastern time.Add yourself to the distribution list here.

Securing the machine workforce is not optional; it is a response to a new class of financial, operational, and reputational risk. Security models designed to protect human employees are insufficient when non-human agents operate at machine speed. That mismatch is forcing C-suite executives and corporate boards to reallocate security budgets to address these high-stakes threats.

• The Unsecured Machine Identity: Every AI agent needs a unique identity and credentials. As enterprises deploy thousands of agents, managing this new population becomes a major governance challenge. Without a centralized system to issue, monitor, and revoke access, compromised agent credentials become critical vulnerabilities.
• High-Speed, High-Scale Threats: A human attacker is limited by time and resources; a compromised AI agent can move laterally across networks, identify vulnerabilities, and exfiltrate large datasets at machine speed. That amplifies the potential damage from a single incident and requires automated, real-time defenses.
• The Governance and Compliance Gap: In regulated industries, organizations will need auditable evidence of what their AI agents did and did not do. Proving agents are operating as intended—and not being manipulated—makes AI security a core part of corporate governance and risk management, driving top-down spending.

A Two-Pronged Solution for a New Market

Securing an autonomous workforce requires a multi-layered, platform-based approach. Enterprises prefer trusted, comprehensive solutions rather than a patchwork of niche products. That is where Okta and CrowdStrike are building a complementary investment case, positioning themselves as the two essential pillars for protecting the agentic enterprise.

Okta: Identity Governance for the Machine Workforce

Okta is tackling the foundational challenge of identity and governance by extending its market-leading identity platform from humans to machines. Okta recently unveiled a blueprint for the secure agentic enterprise—a framework intended to provide a centralized system of record for every AI agent.

The Okta for AI Agents platform acts as a universal directory, letting companies register, authenticate, and manage the full lifecycle of their digital workers. IT and security teams gain a single control plane to see which agents are deployed, what systems they can access, and to instantly revoke credentials if an agent is compromised.

This strategy ties directly to Okta’s growth outlook. In its Q4 fiscal 2026 earnings report, the company said its portfolio of new products—which includes its AI solutions—accounted for roughly 30% of new bookings, and deals that included these products saw an average contract-value uplift of about 40%. As enterprises adopt AI agents, Okta’s solutions could become a primary catalyst for higher-margin revenue growth.

CrowdStrike: Securing Real-Time Agent Behavior

Where Okta establishes who an agent is, CrowdStrike focuses on what an agent does. CrowdStrike is applying its real-time threat-detection expertise to monitor AI-agent behavior, calling this the Endpoint Detection and Response moment for AI—analogous to how EDR became essential for user devices.

At the center of this approach is the Falcon AI Detection and Response product, which provides runtime visibility into the interaction layer. It monitors prompts, responses, and agent actions to detect and block malicious activity such as prompt injection or unauthorized data access. That capability is already translating into financial momentum: CrowdStrike reported a record $331 million in net new Annual Recurring Revenue in its most recent quarter. On the earnings call, CEO George Kurtz called the AI revolution a generational growth opportunity and a tailwind for the business, underscoring that its security platform is becoming indispensable infrastructure for the AI era.

Why Two Platforms Are Better Than One

The investment case is not about picking a single winner but recognizing the value of a complementary duopoly. Enterprises need both identity governance and behavioral security to protect their AI investments: Okta provides the secure front door, and CrowdStrike supplies the real-time security guard. Together, they form a comprehensive defense.

Analysts expect the broader AI security market to grow at high double-digit rates for the foreseeable future. For Okta and CrowdStrike, that expansion materially increases their Total Addressable Market and supports a clear rationale for future growth that may not yet be reflected in their premium valuations.

As companies seek to solve this complex problem, they are likelier to choose trusted, integrated platforms from established leaders rather than a collection of smaller, unproven vendors. That reduces vendor complexity and total cost of ownership for IT teams, creating a durable competitive moat for both firms as they capture a significant share of this multi-billion-dollar budget reallocation.

Owning the Security for Tomorrow’s Workforce

The rise of an autonomous digital workforce is an irreversible trend that will shape enterprise productivity for the next decade. As organizations build that future, they will need a new security foundation. Platforms from Okta and CrowdStrike are well positioned to become as indispensable as the AI agents they protect, offering investors a clear, durable long-term growth trajectory tied to the future of work.

---

Further Reading from MarketBeat

The New War Portfolio: 3 Stocks Built for a High-Tech War

Reported by Jeffrey Neal Johnson. Article Published: 3/8/2026. 

Key Points

• Palantir’s artificial intelligence platform is becoming the essential command-and-control engine for modern intelligence operations.
• AeroVironment’s combat-proven unmanned systems deliver unparalleled precision and tactical agility on the modern battlefield.
• Northrop Grumman’s extensive backlog and advanced platforms offer investors stable exposure to long-term, strategic defense programs.
• Special Report: Have $500? Invest in Elon’s AI Masterplan

Geopolitical instability is rising worldwide, and that shift is acting as a powerful catalyst for the defense industry. This is more than a cyclical increase in spending—it’s an inflection point. A new defense doctrine is emerging in which victory is determined less by mass and more by information superiority, precision and autonomous action. For investors, that signals a durable, long-term trend: the most compelling growth stories are companies enabling a smarter, data-centric approach to national security.

Why This Time Is Different for Defense Spending

Defense budgets worldwide are being reshaped to address 21st-century conflict. The focus is shifting toward technologies that deliver decisive intelligence and operational advantages—funding for artificial intelligence (AI) to process data at machine speed, unmanned systems deployed with greater agility, and resilient communications and networks that connect everything. This isn’t the usual cyclical uptick; it’s a structural reallocation of capital toward the technology of modern warfare, creating a sustained tailwind for companies at the forefront.

Palantir: Turning Battlefield Chaos Into Clarity

Skip Headlines Straight to Original Research (Ad)

Our investment research analysts are going to be releasing their next investment idea tomorrow morning, around 10:00 AM Eastern time.Add yourself to the distribution list here.

In modern military operations, data is the most valuable ammunition, and Palantir Technologies (NASDAQ: PLTR) provides the system to aim it. The company has positioned itself as a central nervous system for intelligence, turning vast streams of battlefield information into actionable insights.

Palantir’s Artificial Intelligence Platform (AIP) acts as a command-and-control engine, fusing data from satellites, drones and soldiers into a single, real-time operational picture that gives commanders a decisive edge. In this environment, anticipating an adversary’s move seconds before it happens is the ultimate advantage.

Demand for that capability is surging. Palantir’s recent financial results showed roughly 70% year-over-year revenue growth in its last reported quarter, highlighting rapid expansion.

Its deep ties to the U.S. Department of Defense provide a stable government revenue base, while a growing commercial business broadens the addressable market and reduces reliance on government spending cycles. That dual approach creates a more resilient business model capable of capturing growth across public and private sectors.

• Key Investment Takeaway: Palantir offers direct exposure to the high-growth AI-in-defense theme, with a premium valuation that reflects its critical role and accelerating adoption.

AeroVironment: The Unmanned Tip of the Spear

AeroVironment (NASDAQ: AVAV) has established itself as a leading provider of small unmanned systems that are increasingly indispensable in modern conflicts.

Its platforms deliver precision and agility that larger, costlier systems cannot match. Flagship products such as the Switchblade loitering munition (often referred to as a “kamikaze” drone) provide a see-and-strike capability, enabling operators to identify and engage targets with high accuracy.

That capability is complemented by a robust portfolio of reconnaissance drones, including the Puma and Raven systems, which provide critical intelligence, surveillance and reconnaissance (ISR) while keeping pilots out of harm’s way.

Market demand is reflected in its financial performance. In its second-quarter 2026 earnings report, AeroVironment posted revenue growth of more than 150% year over year. The company has announced a domestic manufacturing expansion, signaling management’s confidence in a sustained, high-volume order pipeline from the U.S. military and allied partners. Ongoing contract negotiations, such as those tied to Space Force and SCAR programs, underscore the Pentagon’s valuation of its next-generation technology.

• Key Investment Takeaway: As a go-to provider of combat-proven tactical drones, AeroVironment stands to benefit directly from rising demand for unmanned systems, positioning it as a core play in this doctrinal shift.

Northrop Grumman: The Backbone of Modern Warfare

While Palantir supplies intelligence and AeroVironment provides tactical execution, Northrop Grumman (NYSE: NOC) builds the advanced, resilient platforms that underpin the whole ecosystem.

The company leads strategic programs designed for the information age, most notably the B-21 Raider. This platform is more than a stealth bomber; it is a data-fusing, networked asset intended to operate and connect the battlespace in the most contested environments, ensuring the data streams systems like Palantir’s require are available.

Northrop Grumman’s financial strength offers a stable anchor for investors. It has a large, growing backlog—roughly $95.7 billion—providing long-term revenue visibility and insulating the company from short-term market swings.

Its leadership in the space domain, demonstrated by programs such as DARC for deep-space surveillance, is central to maintaining information superiority. The company also has a 22-year history of consecutive dividend increases, with a current yield near 1.22%. Trading at a P/E of roughly 26, Northrop offers a more traditional valuation compared with high-growth tech names, signaling financial health and a commitment to shareholder returns.

• Key Investment Takeaway: Northrop Grumman represents a stable, blue-chip way to access this theme, combining exposure to advanced defense programs with the security of a massive backlog and a reliable dividend.

A Modern Portfolio for a New Reality

Technology has rewritten the rules of conflict, and investment strategies must adapt. The complementary strengths of Palantir’s AI-driven analysis, AeroVironment’s tactical platforms, and Northrop Grumman’s foundational systems create a potent combined effect. These companies are not merely reacting to current events; they are building the future of defense.

As nations prioritize technological superiority, the triad of data, drones and advanced platforms offers a compelling, forward-looking investment thesis. This technology-first shift in defense posture is likely a multi-decade transformation, placing these three companies at the forefront of a new investment cycle.

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 message is a paid sponsorship for True Market Insiders, a third-party advertiser of DividendStocks.com and MarketBeat. 

If you need help with your account, don’t hesitate 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 reserved.
345 North Reid Place, Suite 620, Sioux Falls, SD 57103. U.S.A..

Just For You: Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company (From Banyan Hill Publishing)