Dear Reader,
Dr. Mark Skousen here.
Elon Musk already made me about $800,000 richer.
Years ago, I got into a Tesla-heavy fund before anyone believed in him. Back when the "smart money" said electric cars were a joke. When the media was writing his obituary every other week.
I ignored them all. I trusted my research. I bet big.
That single bet turned into a near seven-figure position in under a decade.
Now I'm betting on Elon again — with SpaceX.
Bloomberg is calling the upcoming IPO "the biggest listing of ALL TIME." A $1.5 TRILLION valuation.
And after meeting Elon face-to-face at a private gathering of Wall Street elites, and throwing myself into my research, I'm convinced the announcement is coming soon.
March 26, 2026. That's my prediction.
I have an "access code" that lets you grab a pre-IPO stake before it happens.
I’d like to share it with you…
Elon already helped me make a small fortune. I believe he's about to do it again — for anyone smart enough to get in early.
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Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. I've bet on Elon before and won. Now I'm doubling down. Just click on this link to see how to join me.
Synopsys: Long-Term Opportunity Outweighs Near-Term Headwinds
Submitted by Leo Miller. Article Posted: 2/26/2026.
Electronic automation design (EDA) stock Synopsys (NASDAQ: SNPS) has been in a rut over the last several months. While EDA revenue growth remains strong, the firm's intellectual property revenue is declining. This is partly due to struggles at one of Synopsys's largest semiconductor customers, Intel (NASDAQ: INTC). Furthermore, although the company gained approval for its $35 billion acquisition of Ansys, the deal has been a near-term profitability headwind.
Still, reasons for optimism are not lacking. Synopsys is one of the dominant players in EDA, technology that is crucial for semiconductor design. The Ansys deal expands the company's total addressable market from chips to full-system development. NVIDIA (NASDAQ: NVDA) also invested $2 billion in the firm, signaling confidence in Synopsys's future.
Let's dive into Synopsys's latest financial results and the Ansys deal to assess the outlook going forward.
SNPS Posts Beats, But Shares Falter After Modest Guidance Increase
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Key Points
- NVIDIA-backed Synopsys has struggled as of late, but still maintains a dominant position in a key part of the semiconductor industry.
- The firm's Ansys acquisition is progressing, with new product monetization set for 2027.
- Synopsys' long-term outlook remains positive, with the stock trading at depressed valuation multiples compared to its history.
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In its fiscal Q1 2026, Synopsys reported revenue of $2.41 billion, slightly above estimates of $2.39 billion. Overall revenue jumped 66% year over year, largely reflecting the consolidation of Ansys.
Adjusted earnings per share (EPS) rose 24% to $3.77, beating company guidance and exceeding consensus of $3.56 (about 17% growth expected).
On an organic basis, EDA sales increased 12% — a solid but not spectacular result. Design IP sales declined 6%, in line with management's characterization of 2026 as a "transition year" for that business. Still, this was the best quarterly result for Design IP in five quarters; in three of the previous five quarters, Design IP sales fell by 15% or more.
Despite the beats, Synopsys shares fell roughly 5% after the release for a couple of reasons. First, although Q1 included an adjusted EPS beat of more than $0.20, the company only raised the midpoint of its full-year EPS guidance by $0.06, implying management does not expect the Q1 tailwinds to persist through the year. Second, NVIDIA reported on the same day and its shares sold off; given NVIDIA's importance in the semiconductor ecosystem, that broader weakness likely affected sentiment toward Synopsys as well.
Ansys: Near-Term Profitability Headwind, Potentially Large Long-Term Tailwind
The Ansys acquisition has had a meaningful impact on Synopsys's reported profitability since the deal closed. In fiscal Q2 2025, Synopsys's non-adjusted operating margin was 23.5%. By fiscal Q4 2025 it had fallen to 5.4% as Ansys's costs were consolidated before cost and revenue synergies could materialize.
In a positive sign, the non-adjusted operating margin improved by 300 basis points (3.0 percentage points) in the latest quarter to 8.4%, suggesting the profitability rebound may be beginning.
The real benefits of the Ansys deal should appear over the medium to long term. Synopsys expects $400 million in cost synergies by year three and $400 million in revenue synergies by year four of the merger. The company plans to achieve this by reducing overlap and headcount where appropriate and by developing new combined products. Synopsys aims to launch joint products in 2026 and begin monetizing them in FY2027.
The combination of higher revenue and lower costs would materially aid Synopsys's profitability recovery. Longer term, the strategic rationale is compelling.
Synopsys's EDA tools focus on chip design — the "brains" of computing systems — while Ansys provides physics simulation software used to model the "body" or physical system surrounding those chips. As products such as autonomous vehicles, drones and robots become more complex, companies increasingly need integrated design workflows. Physical constraints like size, power, and thermal dissipation mean chips and systems must be co-optimized.
By combining Ansys's simulation capabilities with Synopsys's EDA tools, engineers can evaluate how physical limitations affect a design before manufacturing. Reducing costly mismatches between chips and their supporting systems should lower development risk and expenses, creating a strong incentive for adoption of Synopsys's integrated offerings and expanding its addressable market over time.
SNPS: A Long-Term Tech Winner
Overall, although Synopsys has faced near-term challenges, its long-term outlook remains attractive. The stock now trades at a forward price-to-earnings ratio near 28x, below its three-year average of about 36x. That relative undervaluation, combined with Synopsys's leadership position in EDA and the potential upside from Ansys integration, makes the long-term opportunity compelling.
Grab's 2026 Selloff Had Reasons—But the Rebound Case Is Building
Submitted by Thomas Hughes. Article Posted: 2/13/2026.
Key Points
- Grab Holdings is growing in Southeast Asia and is deeply undervalued relative to long-term forecasts.
- Analysts and institutions show strong conviction in their bullish posture.
- Free cash flow enables a buyback authorization that can help support price action.
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Grab Holdings' (NASDAQ: GRAB) 2025 and early-2026 price pullback was not unwarranted, as merger and growth concerns emerged. Trading at roughly 40x this year's earnings and about 2x the 2035 consensus, GRAB presents a deep-value opportunity in a stock poised to rebound.
The pullback followed a proposed merger with Indonesian ride-hailing competitor GoTo — a deal that has not been finalized — and the prospect of significant legislative changes in Indonesia that could limit profit potential in one of Grab's largest markets.
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Grab is well-positioned for growth in Southeast Asia, is profitable, and is outperforming expectations. Economic growth is underpinned by industrialization, infrastructure investment, and a rapidly growing middle class with increasing access to digital communications.
Those trends are powerful tailwinds: they expand the addressable market, raise disposable income, and accelerate digital and Internet-service adoption. Near-term headwinds should abate.
Grab Has Strong Quarter, Authorizes Share Buyback
Grab delivered a strong Q4 2025, reporting revenue growth of 18.6% to $966 million. The top line beat consensus by about 40 basis points and was supported by growth across all segments. Deliveries revenue, which makes up roughly half the top line, rose 16% year-over-year on a constant-currency basis, supported by a 21% increase in gross merchandise volume. Mobility grew 15%, while the smaller Financial Services segment increased 36%.
Margin results were also encouraging. Operational improvements and revenue leverage drove meaningful gains: adjusted EBITDA rose 54%, the company swung to operating profit from prior losses, and adjusted free cash flow reached $290 million — up 78%. The only near miss was adjusted EPS, which was roughly break-even versus the $0.01 expected, but management's guidance helped offset that shortfall. Management targets low-20% revenue growth and roughly 45% adjusted EBITDA growth for 2026.
In a sign of confidence in cash flow and the outlook, Grab's board authorized a follow-on $500 million share buyback program. That amount represents nearly 3% of mid-February market capitalization and is expected to be executed over the next two years. The buyback both signals board confidence and provides a tailwind for the stock's price.
Analysts and Institutions Have Conviction in GRAB's Future
Analyst data shows solid bullish conviction. Of the seven analysts tracked by MarketBeat, six rate the stock Buy or better (about 85%) and one rates it Hold. The consensus target is near $6.50 — roughly 50% above early-February support levels and a five-month high if reached.
Institutional investors collectively own about 55% of the stock and have been accumulating. MarketBeat data shows a $3.60-to-$1 buy-side balance on a trailing 12-month basis, with early-2026 activity consistent with that trend. That represents a strong support base and a market tailwind capable of helping the price recover toward near-term highs.
Grab's chart suggests upside potential. While downside risk remains, technical indicators point to oversold conditions and divergences that imply bulls have regained control and can reclaim lost ground. Key resistance levels to watch are $4.50 and $5.00 — both likely to generate volatility. Catalysts for a move higher include continued revenue growth and improving profitability in upcoming reports.
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