Dear Investor,

While everyone’s fighting over AI scraps…

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

I bet most investors missed it completely.

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…

Trump’s $200 Billion AI Chess Move

In June 2025, Trump secured a historic $200 billioninvestment in revolutionary chip technology.

Not the AI chips everyone’s buying.

Something much, much bigger.

Something that could make those chips OBSOLETE.

It’s called “wafer-scale computing.”

Instead of cutting silicon wafers into tiny chips, this technology uses entire dinner-plate-sized wafers as single super-computers.

The result? Processing power that’s 100X faster than current Nvidia chips while using 90% less energy.

And here’s what Wall Street doesn’t get:

While they’re obsessing over which AI software stock to buy next…

Three companies are quietly building the “Trillion Dollar Triangle” that could transform virtually every tech sector on earth.

• Company #1: Pioneered wafer-scale architecture that processes data faster than anything currently available
• Company #2: Has manufacturing precision to mass-produce these revolutionary chips
• Company #3: Eliminates the bottlenecks that plague current AI systems

When these technologies converge in the coming months, I believe today’s AI data centers will end up a thing of the past, like IBM’s old mainframes.

The Smart Money Is Already Moving

Big institutions aren’t waiting for CNBC to catch on:

• Vanguard: $101 billion positioned
• BlackRock: $82 billion invested
• State Street: $47 billion allocated

They understand this isn’t just faster computing.

It’s a complete rewrite of what’s possible.

Ignore the Chaos! Profit From the Revolution

Best of all, my research suggests that when a paradigm shift is this big, early investors have gotten rich regardless of market conditions.

I’ve seen this pattern play out for decades:

Phase 1: Disbelief (where we are now).

Phase 2: Acceptance 

Phase 3: Panic buying at 10X prices

I’ve seen the biggest fortunes get made in Phase 1.

>> Get the three companies behind Trump’s AI revolution <<

To massive profits,

George Gilder
Editor, Gilder’s Technology Report

P.S. When Company #3 has its IPO in the coming months, the mainstream media will finally understand what’s happening. By then, early positioning opportunities vanish forever. Don’t get left behind.

---

Exclusive Article from MarketBeat.com

Tesla’s Earnings Loom With Almost No Room for Error

By Sam Quirke. Date Posted: 1/15/2026. 

At a Glance

• Tesla heads into earnings with its long-term uptrend intact, even as sharply opposing analyst views show how polarized expectations have become.
• Bulls point to structural tailwinds and a stock that continues to defy bearish logic, while bears focus on weakening fundamentals and an unforgiving valuation.
• With earnings just two weeks away, investors face a clear choice between conviction and caution.

Shares of Tesla Inc. (NASDAQ: TSLA) head into their upcoming earnings report with tension building on multiple fronts. Tesla ended 2025 and began 2026 with a seven-day losing streak that tested and held its rising support line. That formed another higher low in a rally that has been in place since before last summer. From a technical perspective, that’s a constructive sign. From a sentiment perspective, however, it has sharpened what was already a stark divide.

On one side are analysts who believe Tesla’s best days are behind it, at least for now. On the other are those who remain convinced the market still underestimates the company’s long-term potential and that the path of least resistance points higher. Below we take a closer look at both arguments.

The Bear Case: Pressure Is Mounting

Why insiders are whispering “$24,000 gold” (Ad)

Some analysts are revisiting historical monetary resets and the role gold has played when governments faced large debt imbalances.

A new free report examines how gold was previously revalued to support national balance sheets, why recent comments from policymakers and investors have renewed interest in this topic, and what individuals may want to understand about protecting long-term savings during periods of monetary change.Download the free report here

The bearish argument has gained momentum this month, making it harder to ignore. This week Wells Fargo reiterated its Underweight rating on Tesla and set a $130 price target. With shares trading around $450, that implies dramatic downside from current levels — roughly 70%. Wells Fargo’s stance reflects concern that several key metrics are moving in the wrong direction at once.

Production and deliveries have been declining, market share has slipped in some regions, and competition across the EV landscape continues to intensify. Chinese manufacturers in particular have been aggressive on pricing and scale, putting pressure on Tesla’s volumes and margins.

Against that backdrop, skeptics note Tesla’s valuation leaves little room for error. With a price-to-earnings (P/E) ratio hovering around 300 — its highest in nearly five years — anything less than a near-perfect report could trigger a significant re-pricing.

The argument has merit: a company facing slowing growth and rising competition, while trading at an elevated premium, warrants caution from many investors.

The Bull Case: Tesla Is More Than an EV Company

The bullish camp sees the picture differently. Providing counterweight to Wells Fargo’s more negative stance, Piper Sandler and New Street Research both assigned Overweight ratings last week, with price targets of $500 and $600, respectively. Those targets imply roughly 35% upside and reflect the view that Tesla’s story extends beyond quarterly delivery numbers.

Bulls argue Tesla is steadily diversifying beyond vehicle sales into areas such as robotics, sustainable energy, and full self‑driving software. These initiatives could create higher‑margin, recurring revenue streams that are not yet fully priced into the stock.

That ability to pivot and unlock new growth drivers has helped Tesla defy bearish arguments in the past. Time and again the company has reframed its narrative just as skepticism peaks. For believers, the recent pullback is not a warning sign but another chance to increase exposure ahead of potential catalysts.

A Stock on the Front Foot, With Little Room for Error

What makes this earnings setup nuanced is the timing: Tesla is not limping into the report from a position of clear weakness. The stock remains in an uptrend, momentum has stabilized after the recent selloff, and buyers have stepped in at a technically important level. That puts Tesla on the front foot heading into the report.

But that position cuts both ways. Indeed, strong results could reinforce the bullish case and validate the idea that the dip was a buying opportunity. Anything less than near-perfect, however, would make it much harder to defend the current valuation and could embolden skeptics who have been waiting for proof that fundamentals are finally catching up with sentiment.

Thank you for subscribing to Insider Trades Daily, which covers the most recent insider buying and selling activity from Wall Street CEO’s, CFO’s, COO’s and other insiders.

This email message is a paid sponsorship sent on behalf of Eagle Publishing, a third-party advertiser of InsiderTrades.com and MarketBeat. 

If you need help with your newsletter, feel free to contact MarketBeat’s U.S. based support team at contact@marketbeat.com.

If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.

© 2006-2026 MarketBeat Media, LLC. 
345 N Reid Place #620, Sioux Falls, S.D. 57103. U.S.A..

Check This Out: [URGENT!] SpaceX Going Public! – Pre-IPO Action! (From Paradigm Press)