Wafer-scale technology could deliver 100X the performance while using 90% less energy…

Dear Fellow Investor,

While everyone’s fighting over AI scraps…

Trump just triggered what I believe is the biggest tech disruption since the internet.

I’m George Gilder. I’ve been calling tech revolutions for 40+ years.

When I predicted cell phones would change everything in 1991, people laughed.

When I said streaming video would kill Blockbuster in 1994, Wall Street ignored me.

When I called Amazon’s dominance in 1996, investors shrugged.

Those “crazy” predictions were followed by insane returns:

• Apple: 249,900% since IPO
• Netflix: 112,700% from going public
• Amazon: 216,100% since IPO

Now I see something even BIGGER brewing…

I see the death of big data centers coming. And My research suggests three companies are making it happen: building what I call the “Trillion Dollar Triangle”:

• Wafer-scale chips 100X faster than current systems
• 90% energy reduction
• Technology that makes AI data centers unnecessary

Make no mistake… This could be one of the biggest opportunities I’ve seen in over four decades.

>> Get the three company names before Wall Street catches on <<

To the future,

George Gilder
Editor, Gilder’s Technology Report

---

This Week’s Bonus Content

Why CrowdStrike’s SGNL Acquisition Matters for CRWD Stock

Submitted by Chris Markoch. Posted: 1/16/2026. 

Key Points

• CrowdStrike’s largest acquisition is designed to strengthen identity security inside the Falcon platform.
• SGNL will help provide dynamic access controls for human, non-human, and AI identities across cloud and SaaS environments.
• The technical setup shows CRWD stock near key support levels with some analyst targets well above current prices.

CrowdStrike Holdings Inc. (NASDAQ: CRWD) announced plans to acquire SGNL, a leader in continuous identity. The $740 million deal will help CrowdStrike extend its leadership in next‑generation identity security.

This is CrowdStrike’s 10th acquisition of this type in the past five years and its largest by value, surpassing the $400 million the company paid for Humio in 2021.

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In these transactions — including the SGNL deal — CrowdStrike has used mergers and acquisitions to add specific capabilities to the Falcon platform rather than to reshape the core business.

The announcement hasn’t moved investor sentiment much: CRWD shares were down about 1% in the week following the news. That reflects ongoing valuation concerns, even in a sector projected to deliver some of the strongest growth in the tech sector over the next decade.

The Falcon Platform Is Evolving With the Nature of the Threat

The shift from generative AI to agentic AI — software that can act autonomously, make decisions, and execute tasks — changes how digital work gets done. Instead of humans issuing every command, organizations increasingly rely on automated systems, bots, and AI agents to move data, manage infrastructure, and interact with applications.

That efficiency brings new security challenges, and the SGNL acquisition fits strategically into CrowdStrike’s effort to address them.

From Static Permissions to Real-Time, Risk-Based Access

Traditionally, access in cybersecurity is granted based on roles that change infrequently. Once approved, a user typically retains that level of access until a manual review. SGNL’s technology enables dynamic authorization: access can be granted or revoked automatically based on real‑time signals such as device health, user behavior, location, or suspicious activity.

Integrating SGNL into the Falcon ecosystem lets CrowdStrike extend its security intelligence beyond endpoints into identity and access decisions for SaaS applications and major cloud environments. Practically, this enables continuous privilege limitation, shrinking the attack surface if credentials are compromised or an automated system behaves unexpectedly.

This capability is particularly important as companies deploy AI agents and automated workflows at scale. Non‑human identities and AI‑driven processes must be governed with the same rigor as human users — but at much higher speed and with more automation. CrowdStrike’s combination of real‑time threat detection and dynamic access control creates a tighter feedback loop between what is happening on the network and who is allowed to act within it.

As identity becomes the new security perimeter, the SGNL acquisition helps CrowdStrike move from protecting “where attacks happen” to also controlling “who gets access at any moment.” That evolution strengthens Falcon’s role as a unified platform rather than a collection of point products.

CRWD Stock May Be Ready for a Breakout

CRWD shares are down roughly 18% from their mid‑November all‑time high, but they are now testing and attempting to stabilize near the 200‑day simple moving average (SMA). Momentum indicators show early signs that selling pressure is easing, which could set the stage for a bullish reversal if follow‑through emerges in the coming weeks.

If a similar pattern to the prior advance unfolds — with the stock reclaiming shorter‑term moving averages and showing confirmed momentum — CRWD could retest or exceed its prior peak, implying roughly 35%–40% upside from current levels. That scenario remains contingent on a true reversal in momentum.

That upside corresponds to a price of approximately $640, which aligns with BTIG Research’s reiterated Buy rating and $640 price target.

That target sits well above the consensus price target of around $555. While a $555 outcome would still represent a solid gain of nearly 20%, recent analyst activity shows several firms setting targets above the consensus average, suggesting potential for even greater upside if execution and market conditions cooperate.

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