Dear Fellow Investor,
Recently, a $200 billion bet was placed against every data center in America.
And almost nobody saw it coming.
I’m George Gilder. I’ve been calling tech revolutions for over 40 years.
Smartphones in 1991. Streaming in 1994. Amazon in 1996.
Early investors in those calls could have seen gains of 249,900%… 112,700%… and 216,100%.
Now I’ve identified something that could make all of them look small:
A radical new chip architecture – backed by the Trump administration and its $200 billion bet…
That processes data up to 100X faster using 90% less energy.
Three companies are converging to make today’s AI data centers obsolete.
Wall Street hasn’t connected the dots yet.
But the smart money – Vanguard, BlackRock, Morgan Stanley – has already poured billions in.
Once the third company IPOs, the window slams shut on the biggest profits.
>> Get all three company names before the fuse is lit <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
A Quiet Navy Shipbuilding Move Just Put Palantir's Software Deeper Into the Yard
By Chris Markoch. First Published: 3/20/2026.
Key Points
- Keel Holdings has joined Palantir in the U.S. Navy’s ShipOS initiative, a program aimed at modernizing the Maritime Industrial Base with AI and integrated data workflows.
- ShipOS appears aligned with the federal push to rebuild U.S. maritime capacity, even if it sits outside the formal Maritime Action Plan framework.
- Palantir’s government exposure remains a central debate, but the operational work described for ShipOS also resembles problems commercial manufacturers face at scale.
- Special Report: Elon Musk already made me a "wealthy man"
In a week where defense and aerospace stocks continue to compete for investors' attention, one development has flown under the radar—but it could have significant implications for the U.S. Navy and for Palantir Technologies Inc. (NASDAQ: PLTR).
The development? Keel Holdings and Palantir are partnering to support the U.S. Navy's Shipbuilding Operating System (ShipOS) initiative.
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Palantir CEO Alex Karp said the partnership aligns directly with the company's mission to support U.S. military advantage.
ShipOS was first announced in December 2025, and the latest development is the addition of Keel to the existing arrangement with Palantir.
"By leveraging Palantir's AI-powered ShipOS, we are taking meaningful steps to accelerate our schedules, streamline operations, and enhance collaboration across the supply chain," said Keel CEO Brian Carter.
When ShipOS kicked off, 79th Secretary of the Navy John C. Phelan described the initiative as more than a software rollout, saying it "puts Palantir's cutting-edge tools in the hands of decision makers at every level" by providing real-time visibility across the supply chain.
A Proof of Concept Running Parallel to a Bigger Policy Push
Recently, President Trump signed an executive order calling for the rebuilding of the U.S. Navy's fleet.
The centerpiece of that effort is America's Maritime Action Plan (MAP), which will be supported by billions of dollars in federal funding.
While ShipOS isn't formally part of the MAP, both efforts fall under the Navy's Maritime Industrial Base (MIB) workstream, which MAP treats as central to its revitalization strategy. ShipOS also complements several MAP objectives, including:
- Addressing the decline in domestic shipbuilding capacity
- Modernizing shipyards with digital tools and integrated data systems
- Demonstrating meaningful efficiency gains in production planning and execution
In short, ShipOS functions as an operational, AI-driven proof of concept running alongside MAP's broader policy and funding framework. MAP sets the national strategy; ShipOS is already executing a key piece of it on the ground.
What the Skeptics May Be Missing
Palantir skeptics often point to the company's dependence on U.S. government contracts, arguing that such reliance is an Achilles' heel. That concern is worth examining from two angles.
First, even if this is "only" a government deal, it's a sizable one. Valued at $448 million, it would represent over a quarter of Palantir's 2025 government revenue of $1.855 billion. That supports the bullish view that meaningful growth remains available to the company.
Second, the work Palantir will perform—integrating operational data, reducing bottlenecks, compressing planning cycles, and improving supplier coordination—has clear commercial applications. Just three years ago, Palantir's commercial business was minimal; as of the company's last earnings report, commercial customers now account for nearly 45% of Palantir's revenue.
Put another way, Palantir has moved beyond the perception of being a black box used only for military surveillance and into broader operational and commercial roles.
PLTR Technical Setup: Key Levels to Watch
PLTR stock is up more than 15% in the last month.
Investors have rotated back into the stock following military action by the United States and Israel against Iran.
That said, price action has consolidated over the last two weeks, reflecting broader market uncertainty and ongoing debate over Palantir's valuation.
Over the long haul, the bull case for Palantir remains intact.
The analyst consensus price target sits around $195—roughly 2% higher than before the most recent rally. UBS recently reiterated its Buy rating and raised its price target to $200 from $180, while Dan Ives of Wedbush reaffirmed his Outperform rating and $230 target.
In the short term, the 50-day simple moving average (SMA) may be key. Despite recent volatility, the stock has stayed close to that level. A convincing, sustained move above it would likely be required for the next leg higher to begin.
Why It's Not Time to Give Up on the Gold Trade
Submitted by Chris Markoch. Date Posted: 3/28/2026.
Key Points
- Gold’s recent pullback reflects a stronger U.S. dollar and profit-taking, but long-term fundamentals still point to higher prices.
- The U.S. fiscal outlook, including a $42 trillion net deficit and rising Treasury yields, strengthens the case for gold as a hedge.
- Investors can gain exposure through GLD for direct price tracking, GDX for leveraged upside, or Newmont for income and stability.
- Special Report: Elon Musk already made me a "wealthy man"
What's going on with gold? After surging above $5,000, gold has pulled back roughly 20%. That's not unexpected after such a strong move, but it does raise the question: why? The conventional view is that the dollar has strengthened because, despite the U.S. economy's own debt problems (more on that below), it remains the best house in a bad global neighborhood. Much of the world's commerce is still denominated in dollars.
Since the dollar and gold often move in opposite directions, some pullback in gold makes sense. There's also a simpler explanation: many speculators who jumped on the gold train during the rally likely chose to take profits.
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U.S. Debt Strengthens Gold's Long-Term Case
In March 2026, the U.S. government published the "Financial Report of the United States Government for fiscal year 2025." This annual Treasury report provides an accounting of what the country owns and what it owes.
This year's report shows assets of about $6 trillion against liabilities totaling nearly $48 trillion. That implies a negative net worth of roughly $42 trillion — the worst imbalance in U.S. history.
You don't need to be an accountant to see that is problematic. What makes the report even more worrying is that it excludes large "unfunded mandates" such as future Social Security and Medicare obligations.
Adding to the strain are higher yields on the 10-year U.S. Treasury note, which stood near 4.34% as of March 25. That level is roughly where it's been for the past two years, but there is a key difference: in prior crises (for example, during tensions with Iran), investors flocked to U.S. Treasuries as a safe haven. That flood of demand appears muted this time.
Now consider that the United States is seeking an emergency $200 billion in funding for operations against Iran. If the conflict continues, that may only be a down payment. If the Treasury lacks sufficient revenue, increased borrowing or money creation could follow, potentially driving higher inflation — a scenario that tends to be bullish for gold.
Gold's Role Is Wealth Preservation, Not Growth
As noted above, one reason gold's price has retreated is profit-taking by speculators. That's a normal part of markets, and Warren Buffett was correct when he called gold "just a metal." The primary reason to own gold is to preserve wealth, not to generate long-term growth.
Many gold holders would prefer not to need it in an ideal world. But as the U.S. government's own numbers suggest, the world is far from perfect. Gold serves as insurance in that imperfect world.
Gold will always have its detractors, but even Morgan Stanley (NYSE: MS) recently suggested investors could allocate up to 20% of a traditional portfolio to gold. You don't have to own physical bullion — here are three practical alternatives.
GLD ETF: A Simple Way to Track Gold Prices
The SPDR Gold Shares ETF (NYSE: GLD) tracks the price of physical gold bullion stored in vaults, offering direct exposure without the hassles of personal storage. With an expense ratio of 0.40%, it provides liquidity and ease for portfolio integration.
GLD is a sensible option for conservative investors seeking a hedge against inflation and dollar weakness, as highlighted by recent U.S. debt concerns. Keep in mind, however, that GLD represents "paper gold" and could present counterparty risks in extreme crises, which may make it less suitable for some very long-term holders.
GDX ETF: Exposure to Gold Miners' Upside
If gold embarks on a sustained rally, gold mining stocks often outperform. The VanEck Vectors Gold Miners ETF (NYSE: GDX) holds a diversified basket of major gold producers, offering leveraged exposure to rising gold prices through the miners' operational and earnings leverage. Its 0.51% expense ratio balances cost with broad sector coverage, making it suitable for investors seeking higher upside potential amid geopolitical or fiscal pressures.
Newmont: Income and Stability in a Volatile Market
Newmont Corporation (NYSE: NEM), the world's largest gold producer, offers direct equity exposure to established miners with strong reserves and production profiles. Trading at more attractive valuations after the gold pullback, Newmont benefits from scale, cost efficiency and a dividend yielding roughly 1%. It can be a choice for investors seeking a blend of income and the safe-haven qualities of gold during uncertain fiscal times.
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