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 billion investment 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.

---

Special Report

3M Earnings: Fundamentals and Capital Returns to Drive Highs in 2026

Reported by Thomas Hughes. First Published: 1/21/2026. 

Quick Look

• 3M’s 2026 guidance failed to spark a rally but underpins a robust outlook for capital returns.
• Growth and margin expansion are expected; guidance is likely to be cautious.
• A stock price pullback in Q1 2026 would be a buying opportunity for buy-and-hold income investors.

3M’s (NYSE: MMM) Q4 2025 results and 2026 guidance update didn’t spark a rally, but they align with a long-term outlook for quality and capital returns that keeps the stock on track to set fresh all-time highs this year.

The key takeaways are that sustainable growth is back and margins are improving, supporting capital returns and longer-term growth. The stock can still pull back or correct in this environment, but a full trend reversal is unlikely; dips present buying opportunities, and higher highs are expected to be set routinely over time.

As-Expected Results Align With Long-Term Outlook

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3M’s Q4 results weren’t robust, but they align with the company’s long-term forecast calling for sustained, modest growth and margin expansion. Revenue rose 2.1%, driven by 2.2% organic growth, with a modest headwind from divestitures. Growth was led by the Industrial segment, up 6.3%, while Transportation and Consumer posted slight declines.

The company widened its margins significantly, delivering a 140-basis-point improvement in adjusted operating margin, a 9% increase in adjusted earnings per share (EPS), and roughly $1.3 billion in free cash flow.

Adjusted operating margin exceeded 21% for the quarter and approached 23.5% for the year, running at the high end of its historical range, with further improvement expected in 2026.

Adjusted EPS also beat consensus by more than 160 basis points and is expected to grow in 2026.

Guidance is consistent with the results. The company’s forecast for about 4% growth and an $8.60 EPS midpoint is solid, but it offers little impetus for a broad market rally. Still, these figures sustain the company’s financial health, its ability to invest in growth, and its capacity to return capital to shareholders — the primary drivers of long-term stock value. 3M’s P/E ratio is in line with the broader market as of early 2026, and long-term EPS forecasts imply the stock could appreciate roughly 25% when valued against 2030 earnings potential.

3M’s Capital Return Is Safe

The 2024 dividend cut was painful, but it’s now behind the company and central to today’s opportunity. The adjustment put the payout ratioin the mid-30% range, which is sustainable and opens the door to a new distribution increase cycle given the earnings growth outlook. The company has raised the payout once since the cut and appears on track to do so again in early 2026.

Cash flow and the balance sheet also support share buybacks. Q4 cash flow was about $1.3 billion, and the company spent roughly $900 million on capital returns, including repurchases. Buybacks reduced the share count by 1.3% in the quarter and 2% for the year, and repurchase activity is likely to continue at a similar pace in 2026. For 2026, management forecasts $5.7 billion in cash flow, 100% free cash flow conversion, and a 30% increase in adjusted free cash flow.

3M Falls Back to Critical Support Level

3M’s 2025 results and 2026 guidance prompted a 5% pullback in the stock and structured a buying opportunity. The decline brought the share price down to the 150-day EMA and a prior resistance level that may serve as strong support.

The risk is that the stock slips below the EMA and enters a more prolonged downdraft, but that outcome is not the base case. More likely, 3M will trade around $160 — possibly dipping toward $150 — before rebounding later in the year.

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