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
3 Boring Infrastructure Stocks That Could Beat the Market in 2026
Authored by Chris Markoch. Posted: 3/18/2026.
Key Points
- TC Energy offers stable, contract-backed cash flows and benefits from rising energy demand regardless of oil prices.
- Canadian National Railway’s coast-to-coast network and strong grain shipments support steady earnings and dividend growth.
- Canadian Pacific Kansas City’s rail network in North America, as well as its merger synergies, position it for long-term earnings expansion.
- Special Report: Elon Musk already made me a "wealthy man"
With AI enthusiasm, geopolitical conflict, and tariff uncertainty pulling markets in different directions, companies with predictable cash flows, durable infrastructure moats and rising dividends may be ideal setups for 2026.
Investors may want to look north of the border and consider these three Canadian companies with predictable (some might say boring) business models that could be well positioned in 2026. These stocks won't make headlines, but they could quietly deliver returns.
TC Energy: A Toll Booth on North America's Energy Network
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See the full warningThere is no shortage of angles for investors in 2026. The tech trade, fueled by artificial intelligence, remains fertile. The conflict with Iran has also pushed defense and cybersecurity stocks to the forefront.
Both theses, however, depend on energy, which is why TC Energy (NYSE: TRP) deserves consideration for 2026. The Calgary-based company transports and delivers natural gas and crude oil across a vast North American pipeline network.
Energy stocks were already expected to perform well in 2026 before the conflict in Iran sent crude prices higher.
With oil prices likely higher for longer, it makes sense to own firms that comprise the infrastructure energy needs to move—regardless of the commodity price.
TC Energy is a relatively steady business that has been in TradeSmith's Green Zone for nearly two years. About 98% of its comparable EBITDA comes from rate-regulated or long-term take-or-pay contracts. In 2025, TC Energy put $8.3 billion in new projects into service, and those projects came in significantly under budget—an upside investors may not have fully priced in, even though TRP is up over 16% in the past 12 months.
Owning TRP requires some conviction. Institutional ownership, while still positive year-over-year, fell sharply over the last two quarters. Yet the share price has been resilient, rising more than 18% in the three months ending March 17.
Canadian National Railway: A Coast-to-Coast Freight Powerhouse
The next two names are freight railways. First up is Canadian National Railway (NYSE: CNI), the only railroad in North America that links the Atlantic, Pacific and Gulf coasts. That creates a toll-booth effect similar to pipelines, but applied to long-haul freight.
Transportation stocks have sold off twice in 2026, yet Canadian railways have largely held up. That said, tariff headwinds remain: in its most recent earnings report, the company disclosed roughly CAD $350 million (about $255 million) in revenue losses from tariffs and flat volumes for 2026. Still, in the last two quarters Canadian National posted record grain shipments.
That performance likely helped institutional buying shift from bearish to bullish in the fourth quarter and supports a forward outlook for about 12% earnings growth.
Analysts' price targets have been trimmed since the company's last earnings report, but as of March 17 CNI still carries a consensus target north of $118—roughly 16% upside. To help bridge that wait, the company recently raised its dividend by 3% and authorized a new buyback of up to 24 million shares.
A Cross-Border Rail Growth Story
Canadian Pacific Kansas City (NYSE: CP) is another rail stock worth considering. It is the only single-line railroad connecting Canada, the United States and Mexico—a meaningful advantage as supply chain resilience becomes central to corporate strategy.
The former Canadian Pacific merged with Kansas City Southern in 2021. Investors may balk at just 6.2% share-price growth over the past five years, but the integration is still in the early innings and synergies are continuing to flow through to the bottom line.
Like Canadian National, CP faces tariff uncertainty: the company is projecting a C$200 million (about $146 million U.S.) impact from tariffs over the next 12 months.
Valuation is a consideration: trading around 25x earnings, CP sits at a premium to the rail-group average. Still, analysts forecast roughly 14% earnings growth over the next 12 months and have a consensus price target of $92, implying approximately 14% upside.
Planet Labs: The Satellite Stock That Keeps Shooting to the Moon
Submitted by Leo Miller. Date Posted: 3/22/2026.
Key Points
- Planet Labs shares delivered one of the most impressive performances of 2025, rising nearly 400%.
- The company's latest earnings report added more fuel to the fire as sales, earnings, and guidance came in well above expectations.
- Planet Labs is generating impressive results, and management believes AI could unlock even more growth.
- Special Report: Elon Musk already made me a "wealthy man"
Investors just can't seem to get enough of satellite and geospatial imaging stock Planet Labs PBC (NYSE: PL). In 2025, the stock delivered an astonishing return of 388% as the firm's revenue growth accelerated sharply.
This momentum continued into 2026, with shares up more than 30% around mid-March. On March 19, Planet Labs rose nearly 9% in the regular session ahead of its earnings release, then jumped more than 25% after the report.
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👉 Unlock the ticker now and get it completely free.Given the meteoric rise in this industrial stock, is there still upside? Diving into the company's business model and its latest financials can help investors assess the answer.
Planet Labs: Improving Decision Making with Earth Imaging
Despite the technical-sounding business, Planet Labs' model is straightforward. The company operates the world's largest fleet of earth-imaging satellites that capture daily images of the planet. It sells those images and analytics software to customers through recurring subscription offerings.
Planet Labs helps customers monitor changes on Earth's surface to improve decision-making. In its fiscal year 2026 (FY2026), 59% of revenue came from Defense and Intelligence customers. (Note that Planet Labs' fiscal reporting period is several quarters ahead of the calendar-year period.)
Planet Labs' imaging helps government customers monitor activities by adversaries and other strategic events.
The company serves both government and commercial customers: in FY2026, 23% of revenue came from civil government customers and 18% from commercial customers.
Commercial users include companies in agriculture, insurance, energy, forestry and finance. For example, commodity traders can use satellite images to assess crop conditions during harvests. Poor harvests reduce supply and can push prices higher; firms with earlier visibility via Planet Labs can gain a trading edge.
Because launching and maintaining satellites is expensive, Planet Labs needs to scale its customer base to reach sustainable profits. Its "one-to-many" model is central to that goal: basic customers access a common global image set, which creates more scalable economics than legacy competitors that sell exclusive images. Higher-tier subscriptions offer targeted higher-resolution imagery, and premium tiers allow customers to reserve images when a satellite passes over an area of interest.
Planet Labs Posts Big Beats, Crushes Guidance Expectations
In its latest quarter, Planet Labs reported revenue of $86.8 million, up 41% year-over-year (YOY). That meaningfully beat estimates of about $78.2 million, which implied growth near 27%. The company also reported adjusted earnings per share (EPS) of $0.00, an improvement from a $0.02 loss a year earlier and better than the $0.04 loss analysts expected.
For FY2027, Planet Labs provided midpoint revenue guidance of $427.5 million, implying growth of roughly 39%. That would mark a substantial acceleration from the company's FY2026 full-year growth rate of 26% and comfortably exceeded estimates of $380 million.
Notably, for the first time Planet Labs generated positive full-year adjusted EBITDA and free cash flow (FCF): adjusted EBITDA was $15.5 million and FCF was $52.9 million.
However, the company is guiding for a decline in adjusted EBITDA in FY2027, projecting a range of $0 million to $10 million. It expects FCF to remain positive but did not provide detailed guidance for that metric.
Management remains more focused on growth than near-term profitability. The company's $900 million backlog, up 77% YOY, is nearly three times the $307.7 million in revenue it generated in FY2026. Serving that backlog requires continued investment: for example, Planet Labs expects to double its satellite manufacturing capacity in FY2027.
The company also expects to deliver only about 37% of its backlog over the next 12 months, underscoring the longer-term nature of the business and helping explain why near-term profitability could decline as investments ramp.
PL Eyes AI-Driven Demand Unlock in Civil and Commercial Markets
Following Planet Labs' surge, the company's market capitalization tops $10 billion, implying a forward price-to-sales ratio roughly in the 23–26x range. That valuation prices in a large amount of growth for years to come.
Such growth is possible, but difficult to predict with certainty. Management believes advances in AI will unlock greater demand in civil and commercial markets in FY2027. Those markets were flat or down in FY2026 while Defense and Intelligence drove growth, but the company thinks civil and commercial users will ultimately be larger markets over the long term.
Ultimately, Planet Labs' current financials may not fully justify its valuation. Investing in the stock requires conviction in the company's long-term story, the value of its imagery and analytics, and the potential for AI to meaningfully broaden commercial demand.
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