Dear Fellow Investor,
I've been investing in technology for over 40 years.
And I've learned one thing…
The BIGGEST money gets made right before everyone realizes what's happening.
Not after.
My name is George Gilder.
In 1991, I predicted smartphones would change the world.
In 1994, I said streaming video would destroy Blockbuster.
In 1996, I called Amazon's dominance when it was "just a bookstore."
People thought I was nuts.
But early investors who listened?
- Apple: 249,900% since IPO
- Netflix: 112,700% from going public
- Amazon: 216,100% since IPO
Now I'm seeing something that could be BIGGER than all of them.
The Trump administration just secured a $200 billion investment in a new computing technology.
It's called wafer-scale processing.
And my research suggests it could make today's AI data centers obsolete.
Three companies are leading the charge by building what I call the "Trillion Dollar Triangle" capable of:
- Processing speeds up to 100X faster than current systems
- Using 90% less energy consumption
- Eliminating the need for massive data centers
This isn't theoretical.
It's already working in real-world applications.
And Wall Street is still asleep at the wheel.
>>Get the three company names before the crowd catches on <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
S&P 500 Fires Buy Signal With 100% Accuracy Rate: What Comes Next
Reported by Thomas Hughes. Publication Date: 3/25/2026.
Key Points
- The S&P 500 entered oversold territory in March, triggering a buy signal with 100% accuracy.
- The index faces headwinds, but fundamentals and earnings outlook offset it.
- Oil and inflation are risks that may keep the market trending sideways in the near-term.
- Special Report: Have $500? Invest in Elon's AI Masterplan
The S&P 500 entered oversold territory on its weekly candle charts late in March, triggering a buying signal with a 100% accuracy rate over the trailing 15-year period. Oversold, as indicated by stochastic, means the market has been pushed below what many would consider its fair value — a situation where most sellers who needed or wanted to exit have likely done so, leaving a buyer bias. In that scenario, the index has limited downside and is more likely to move higher, a tendency that has already been confirmed.
Technical, Analysts, and Valuation Trends Converge: Upside Potential Offsets Risks
Chart watchers will note there were three such signals in 2023. The first produced only a tepid rebound, but the next two delivered much stronger recoveries and a full market reversal. That 2023 reversal was driven largely by AI-related strength and has so far produced roughly a 50% gain in the index.
Invest in SpaceX Before IPO (Ad)
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong.
According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30.
Click here to see the full storyThe takeaway for investors is similar today: near-term headwinds may temper price action, but fundamentals and longer-term forecasts provide support. The most likely path is a period of consolidation within the current range followed by a push to new highs later this year.
Analyst sentiment supports this view. Barclays is the latest to raise its S&P 500 target, citing stronger-than-expected earnings and optimistic forecasts that should help offset macro headwinds. It lifted its index target to 7,650 — a 250-point increase that places the index near the high end of its expected year-end range.
And the value is there, if not uniformly across all sectors. The S&P 500 traded near 20x earnings in late March, roughly in line with long-term norms, but market leaders are trading at meaningful discounts. NVIDIA (NASDAQ: NVDA) — the single most influential stock in the index, representing about 7% of the S&P 500's market cap — was trading around 20x current-year earnings, implying little to no premium for the world's leading AI company.
NVIDIA and other blue-chip tech names typically trade in the 30x–35x range when fully valued, implying potential upside of 50%–75% from valuation expansion alone. Combine that with forward earnings forecasts that place the stock near roughly 5x projected 2035 earnings, and the theoretical upside for this market leader stretches substantially further — in some scenarios, into the 400%–600% range.
S&P Set Up to Hit 7,500 This Year
Key support and resistance targets for the S&P 500 Index are 6,521.92 and 6,993.48. For the S&P 500 Index tracking ETF (NYSEARCA: SPY), the price equivalents are roughly $64.72 and $69.78.
Support should be meaningful but could be breached; if that occurs, the next support zone is near 6,400 (about $64 on SPY). Resistance could remain firm until macro headwinds abate, keeping near-term upside capped at roughly 471 points, which equates to about $4.71 on the SPY. Over a longer horizon, adding that 471-point range to the resistance level implies a move toward the 7,464 area for the index (about $74.64 on SPY) as a minimum target, and up to 7,500 at the higher end.
The likely catalyst for such a move will be multifaceted but will be centered on the earnings outlook. Current forecasts call for sequential earnings growth to accelerate in Q1 2026 and continue through Q2 and Q3, with high-teens growth expected to persist into year-end.
These trends suggest leaders like NVIDIA will keep outperforming, lifting the broader market. Mid- and smaller-cap companies could still lag by roughly 3%–5% on average. Earnings season begins in mid-April when JPMorgan Chase & Company (NYSE: JPM) reports, but the most market-moving results may arrive later when NVIDIA and other AI-focused companies announce their numbers.
Risks remain. The war in Iran has pushed oil toward multi-year highs, increasing input costs and adding inflationary pressure across the economy. Elevated oil prices can weigh on earnings and lead to weaker guidance as the year progresses. Higher energy costs and persistent inflation also reduce the likelihood the Fed will cut rates soon — another headwind the market must overcome.
3 Boring Infrastructure Stocks That Could Beat the Market in 2026
Author: Chris Markoch. Originally Published: 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: Have $500? Invest in Elon's AI Masterplan
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. Here are three Canadian companies with predictable (some might say boring) business models that could be well positioned in 2026. They won't make headlines, but they could quietly deliver returns.
TC Energy: A Toll Booth on North America's Energy Network
Invest in SpaceX Before IPO (Ad)
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong.
According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30.
Click here to see the full storyThere are many investment angles for 2026: the tech trade driven by artificial intelligence and defense and cybersecurity stocks amid geopolitical tensions. Both, however, ultimately depend on reliable energy delivery. That is why TC Energy (NYSE: TRP) is worth considering. The Calgary-based company transports and delivers natural gas and crude oil through an extensive North American pipeline network.
Energy stocks were expected to perform well in 2026 before the conflict in Iran pushed crude prices higher. With the prospect of oil remaining elevated, it makes sense to own companies that provide the infrastructure energy needs to move, regardless of price.
TC Energy has been a steady operator and has sat 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, the company put $8.3 billion in new projects into service; each project came in significantly under budget — a factor that may not be fully priced into the stock, even though TRP is up more than 16% over the past 12 months.
Buying TRP requires some conviction. Institutional ownership slipped sharply over the last two quarters, though it remains relatively bullish year-over-year. Despite that, the stock has shown resilience, rising over 18% in the three months ending March 17.
Canadian National Railway: A Coast-to-Coast Freight Powerhouse
The first of two rail names is Canadian National Railway (NYSE: CNI). It is the only railroad in North America that connects the Atlantic, Pacific, and Gulf coasts — creating a toll-booth effect for long-haul freight similar to what pipelines do for energy.
Transportation stocks — often called "transports" — have sold off on two separate occasions in 2026. But Canadian railways remained relatively unaffected by those shocks. That said, tariff headwinds are present: in its most recent earnings report, the company cited roughly CAD 350 million (about $255 million) in revenue impact from tariffs and reported flat volumes for 2026. On the other hand, CN has posted record grain shipments in the past two quarters.
Those operational positives may explain why institutional buying shifted from bearish to bullish in the fourth quarter and support 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 carried a consensus target north of $118 — roughly 16% upside. To help shareholders wait for that growth, CN 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 name to consider. It is the only single-line railroad linking Canada, the United States, and Mexico — an advantage as companies prioritize supply-chain resilience.
The company was formed when Canadian Pacific Railway merged with Kansas City Southern in 2021. While CP's stock has gained only about 6.2% over the last five years, the integration is still in the early innings and synergies continue to flow to the bottom line.
Like CN, CP faces tariff uncertainty. Management projects roughly C$200 million (about $146 million U.S.) of tariff-related impact over the next 12 months.
Valuation is a concern for some investors. Trading near 25x earnings, CP sits at a premium to the average rail name. Analysts, however, forecast about 14% earnings growth over the next 12 months and maintain a consensus price target of $92, implying roughly 14% upside.
These three Canadian infrastructure names offer predictable cash flows, durable moats and income characteristics that may appeal to investors seeking stability amid 2026's market uncertainty.
This message is a paid advertisement sent on behalf of Eagle Publishing, a third-party advertiser of MarketBeat. Why was I sent this email content?.
If you have questions about your newsletter, feel free to contact our U.S. based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC. All rights protected.
345 North Reid Place #620, Sioux Falls, S.D. 57103-7078. United States..
Post a Comment
Post a Comment