In 1991, a genius named George Gilder made a prediction that sounded insane.
He said smartphones were going to change everything.
People laughed.
In 1994, he predicted that Blockbuster would be replaced by online streaming.
Wall Street yawned.
And in 1996, he forecast that companies like Amazon would dominate e-commerce.
Many investors ignored him.
But here's what happened to the people who DIDN'T ignore him...
Apple rose over 249,900% from its IPO.
Netflix, over 112,700%.
Amazon, over 216,100%.
A $10,000 investment in any of those companies - for those who got in early - would be worth millions today.
So when Gilder says he's identified the next technological earthquake...
One that could be bigger than Apple, Netflix, and Amazon COMBINED...
Smart investors pay attention.
And here's what he's saying now:
Computers - as we know them - are about to become obsolete.
Not eventually.
Soon.
A breakthrough called "wafer-scale technology" is quietly being developed by three companies...
And Gilder believes it's going to completely rewrite what computing means.
Instead of slicing silicon wafers into individual chips...
This technology uses an entire wafer as a single interconnected "super-chip."
The result?
Processing power that could handle more data in minutes than conventional systems process in hours or days.
While using 90% less energy.
This isn't theoretical.
The tech already exists.
It’s processing data at mind-blowing speeds in real-world applications.
But here's the part many investors are missing...
Three companies in this arena are about to converge.
And when they do, Gilder's convinced it will trigger what he calls the "Trillion Dollar Triangle."
One of these companies is about to have its IPO.
And once that happens...
The window to position yourself ahead of the crowd could slam shut.
Gilder's research suggests this convergence could create returns that dwarf even his biggest winners of the past.
But only for investors who see it coming.
So if you want to see his full analysis...
And discover the three companies at the center of this revolution...
Because if Gilder's track record is any indication...
Waiting even a few more weeks could cost a fortune.
⇒ Read George Gilder's full briefing on the Trillion Dollar Triangle here
Yours for higher profits,
Roger Michalski
Publisher, Eagle Financial Publications
P.S. Gilder didn't just predict these trends. He identified them years - sometimes decades - before they went mainstream. His research into this "wafer-scale revolution" could be his most important forecast yet. But that means acting BEFORE the third company's IPO.
The SkyWater Deal: IonQ's Bid for Quantum Supremacy
Submitted by Leo Miller. Published: 3/20/2026.
Key Points
- IonQ doesn't want to just be a quantum computing researcher; it wants to own the full stack.
- The company's planned acquisition of SKWT is a move to accelerate its quantum development by bringing manufacturing under its umbrella.
- While the deal poses risks, IonQ clearly is not afraid to take big swings as it works to win the quantum race.
- Special Report: Elon Musk already made me a "wealthy man"
IonQ (NYSE: IONQ) is one of the leading stocks in the quantum computing industry. The firm made a significant move in 2026 as it looks to differentiate itself from peers. In late January, IonQ announced a definitive agreement to acquire SkyWater Technology (NASDAQ: SKYT) for approximately $1.8 billion.
IonQ says the merger makes it the "Only Vertically Integrated Full-Stack Quantum Platform Company" and accelerates its "fault-tolerant quantum computing roadmap." Let's cut through the financial and technical jargon to understand what this means for the industry and why investors should care.
IonQ: One Fish in a Sea of Quantum Approaches
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Add yourself to the distribution list here.IonQ is one of many companies working to develop fault-tolerant quantum computing. Fault-tolerant quantum computing means advancing the technology from experimental demonstrations to systems that can reliably solve complex, real-world problems.
Consulting firm Bain & Company estimates quantum computing could unlock up to $250 billion in value across industries such as pharmaceuticals, finance, logistics, and materials science.
There are several different technical approaches to quantum computing. IonQ uses the "trapped ion" approach. Alphabet (Google) and International Business Machines (NYSE: IBM) pursue the "superconducting gate-based" approach, while D-Wave Quantum (NYSE: QBTS) uses quantum annealing.
The technical differences are outside the scope of this piece, but the main takeaway is the same: none of these approaches is yet close to achieving fault tolerance.
This is where SkyWater Technology becomes interesting.
SkyWater: An Approach-Agnostic Quantum Enabler
SkyWater doesn't build full quantum computers itself. Instead, it acts as a development and manufacturing partner for various quantum companies—helping design systems and then transitioning them into production.
One of the key benefits of SkyWater's model is that it works with developers regardless of their chosen approach. This approach-agnostic strategy lets it generate revenue from quantum research today and positions it to benefit as a manufacturing partner for whichever technical approach proves most successful.
In its Q3 2025 earnings, SkyWater reported its "strongest ever quarter for quantum computing-related revenue," positioning it to exceed 30% revenue growth among quantum customers in 2025. The company also signed four new quantum customer engagements. Clearly, SkyWater was gaining traction with its approach-agnostic model—but the calculus has changed.
Merger Accelerates IonQ's Development, But May Undercut SKYT's Message
The merger brings IonQ's quantum research expertise and SkyWater's manufacturing capabilities under one roof. IonQ argues this can accelerate its path to fault-tolerant quantum technology and help it claim industry leadership.
For example, the company says the deal could accelerate development of its 2-million-qubit chips by up to a year. IonQ also expects the combined operations to lower costs to an industry-leading level.
That said, SkyWater is less approach-agnostic once owned by a quantum computing competitor. The companies say SkyWater will continue working with other quantum firms, but the combined company now has a clear incentive to prioritize IonQ's approach. It's reasonable to question whether some of SkyWater's quantum customers will want to continue working with a business owned by a competitor, which could reduce future quantum-related growth at SkyWater.
Even if SkyWater loses some quantum customers, IonQ likely judges the development and integration advantages worth the risk—particularly because SkyWater's quantum revenue appears to be a relatively small slice of its total business.
SkyWater reported that quantum-related revenue in its Advanced Technology Services (ATS) segment rose by over 30% in 2025, while overall ATS revenue fell 11% to $212.5 million. In other words, quantum grew quickly but still represented a small portion of ATS, so overall ATS sales declined. ATS made up 48% of SkyWater's total revenue of $442.1 million, which suggests quantum remains a modest part of SkyWater's current revenue base.
IONQ & SKYT: A Potentially Game-Changing Quantum Partnership
IonQ shares are down more than 20% since the SkyWater announcement and roughly 60% from their highs. If the deal closes, however, the combined company could materially strengthen its position in the quantum landscape. Adding SkyWater's sales would likely push combined annual revenue above $550 million—more than four times the roughly $130 million IonQ generated on its own in 2025.
That said, the combined company would also have meaningful negative cash from operations; pro forma cash from operations in 2025 would have been about -$310 million. IonQ must pay hundreds of millions in cash to finance the deal, but it also reported nearly $2.4 billion in cash, equivalents, and short-term investments—providing runway to keep investing and operate at a loss for years if needed.
Overall, quantum stocks remain risky, but the SkyWater acquisition could deliver significant long-term benefits and help IonQ separate itself from the pack.
Stifel Financial: A Wealth Manager's Stock for Wealth Investors
Submitted by Peter Frank. Published: 3/19/2026.
Key Points
- Stifel Financial combines steady wealth management with cyclical investment banking, providing a balanced but market-sensitive play.
- Strong client growth and rising assets signal an ongoing demand for its advisory and investment services.
- Revenue rose about 11% last year and surpassed $5 billion last year, reflecting solid operating momentum.
- Special Report: Elon Musk already made me a "wealthy man"
Stifel Financial (NYSE: SF) recently finished one of its strongest years and executed a stock split. Management sounds optimistic — but should shareholders be?
Maybe not a household name, Stifel makes money by serving households, institutions and other clients. It manages client investments and advises companies on deals and capital markets. Business expanded last year thanks to a rebound in market activity and net inflows from investors moving more of their assets to Stifel.
Stifel's Growing Revenue and Operating Results
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Click here to see our full gold prediction absolutely freeTo recap growth at Stifel: net revenue rose about 11% to a record $5.53 billion last year — the first time it topped $5 billion in the company's 135‑year history. The company then split its stock and raised its dividend. Stifel reported net income of $646.5 million, with earnings per share (EPS) of $5.87.
Although EPS declined versus 2024, that doesn't reflect a slowdown in the business. The net figure includes a $180 million legal charge taken in last year's first quarter related to a FINRA case involving a former broker and client; the company says it is appealing the ruling. On an operational basis, Stifel delivered EPS of $7.92 and a pre‑tax margin of 21%, the CEO said during an earnings call.
As of the fourth quarter, Stifel's adjusted return on tangible common equity was a very strong 31.1%.
The wealth‑management arm is the steady, recurring part of the story. At the end of 2025, client assets reached $552 billion, up 10% from a year earlier, reflecting both market gains and net inflows. Within that, fee‑based assets rose 16% to $224.5 billion. Net revenue at the unit increased 8% to $3.54 billion, while the investment banking unit saw revenue climb 26% to $1.2 billion.
Dividends Keep Going Up
Stifel also has a habit of returning cash to shareholders. In January, the company raised its quarterly dividend 11% to $0.51 per share, marking its ninth consecutive annual increase. It also announced a 3‑for‑2 stock split.
Valuation is where investors must decide. Recent data show Stifel trading at a trailing price‑to‑earnings ratio near 20 and offering a dividend yield under 2%.
Analysts on Wall Street are generally positive but not overly enthusiastic. The consensus rating is a Moderate Buy, with a small majority of analysts listing the shares as a Buy. The average 12‑month price target is around $90, with the highest target above $100.
That points to expectations of steady, reasonable upside rather than a rapid re‑rating — suggesting Stifel is viewed more as a long‑term position than a short‑term trade.
Market Risks Are Obvious
When you own a stock that depends on market activity, there's always risk. Stifel's investment‑banking business benefited in 2025 as companies returned to the capital markets for deals and financing. But that activity can dry up quickly if the economy slows or stocks sell off, which would hurt fee revenue and profits.
Stifel also operates a $32 billion bank and, like any lender, faces credit risk if borrowers run into trouble.
Competition is another ongoing challenge. Stifel must win advisors and clients from much larger players in the broader sector, such as Morgan Stanley (NYSE: MS) and Raymond James Financial (NYSE: RJF), which have deeper pockets and more extensive technology platforms.
A Competitive Future With Potential
To compete and grow, Stifel will need to invest in systems, digital tools and talent. Those investments can compress margins if revenue growth slows. The trade‑off is clear: the company can gain share in attractive markets, but it may need to spend aggressively to stay competitive.
If market activity continues and wealth management remains appealing, Stifel should benefit. The company combines a growing wealth‑management and advisory franchise, strong profitability metrics, a long track record of dividend increases and a recent stock split that makes the shares more accessible — all at a valuation that appears reasonable rather than stretched.
The business is tied to markets and deal activity, so expect more volatility than you'd see in a utility or consumer staples stock. For patient investors building a diversified portfolio of financials, Stifel looks like a solid candidate to buy on pullbacks and hold through typical market cycles.
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