Dear Reader,

Dr. Mark Skousen here.

I've worked for the CIA.

I've personally met four US presidents.

I've spent 45 years studying the markets — calling Black Monday six weeks before it happened... predicting the fall of the Berlin Wall... pinpointing the exact bottom in 2009.

But what I'm about to share with you is the boldest prediction of my career.

After meeting Elon Musk face-to-face at a private gathering of Wall Street elites, and months of my own research, I'm now staking my reputation on one date.

March 26, 2026. Mark it on your calendar right now!

That's when I believe Elon will announce the SpaceX IPO — what Bloomberg is calling "the biggest listing of ALL TIME."

I have found an "access code" that lets you grab a pre-IPO stake before it happens.

But in 72-hours… your window to take advantage could close.

After that, you may never get the chance again.

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Yours for peace, prosperity, and liberty, AEIOU,

Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club

P.S. I don't make predictions lightly. When I put my name on something, I mean it.

Click here before Elon announces his IPO plans… and the biggest gains are gone.

This Month's Exclusive Story

Micron's Mic-Drop Quarter: AI Memory Demand Supercharged Earnings

Written by Thomas Hughes. Publication Date: 3/19/2026.

Key Points

Micron’s fiscal Q2 results showed explosive year-over-year growth, led by AI-driven memory demand and broad strength across business segments.
Profitability expanded sharply, with major improvements in margins and earnings per share alongside aggressive guidance for the next quarter.
Analysts largely maintained or raised their views after the report, as attention shifts to capacity spending and the transition to next-generation high-bandwidth memory.
Special Report: Elon's "Hidden" Company

There are many reasons for investors to doubt the durability of Micron's (NASDAQ: MU) AI-driven boom—and the broader AI boom—but one factor is too significant to ignore and outweighs most other concerns.

AI is a power-hungry technology. Its growing energy demands are already pushing data centers and chip suppliers to focus on energy efficiency and heat reduction, while accelerating wear on underlying hardware.

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Estimates vary, and it's still early, but experts generally agree the AI datacenter upgrade cycle will be accelerated. Some believe it could require a complete refit of equipment every 18 to 24 months—about twice as fast as traditional hardware cycles. Upcoming generations of GPUs—NVIDIA's (NASDAQ: NVDA) Vera Rubin and Advanced Micro Devices' (NASDAQ: AMD) MI450, for example—could shorten that cycle even further.

In a world where HBM demand is so high that capacity is sold out for the foreseeable future and prices are surging, Micron is well-positioned.

Each AI GPU requires numerous stacks of High Bandwidth Memory (HBM), setting the stage for Micron to continue growing and sustaining revenue at very high levels.

As it stands, Micron is trading in deep value territory relative to current-year and next-year earnings forecasts. Projections have not seen meaningful revisions for months and generally lag the company's outlook—some even forecast revenue slipping in fiscal year (FY) 2028 before accelerating in FY2029.

The likely outcome is continued outperformance, with analysts upgrading forecasts for long-term revenue and earnings, which should lift the stock. Even so, the roughly 5x valuation relative to the FY2027 estimate implies the stock could rise at least 100%, and potentially as much as 400%, to align with the broader market. If the market decides Micron merits a premium multiple, thousands of basis points would be added to that upside.

Micron's Q2 Blowout Put AI Memory Demand Front and Center

Micron posted a blockbuster quarter reminiscent of NVIDIA's AI-driven breakout, and looks poised to deliver strong results in coming quarters.

The company's revenue surged to $23.86 billion, up 197% year over year (YOY) and outperforming the consensus by roughly 2,300 basis points. Strength was broad-based as demand across end markets normalized.

Mobile and Client: $7.71 billion (up 245%)
Core Data Center: $5.69 billion (up 211%)
Automotive and Embedded: $2.71 billion (up 162%)
Cloud Memory: $7.75 billion (up 163%)

Margins were notably stronger, improving by thousands of basis points YOY across gross, operating, and net measures. Gross margin widened by about 3,700 basis points, pushing gross profit roughly 5.9x higher. Operating margin climbed from 24.9% to 69%, and net income rose about 7.8x.

Earnings per share (EPS) stole the show: $12.20 per share, more than 4,100 basis points above MarketBeat's reported consensus of $8.50, and nearly 8x last year's EPS.

Guidance was equally strong, supporting the valuation outlook. The company expects revenue growth to accelerate again—around 250% at the midpoint for the quarter—with earnings growth accelerating to roughly 875%. Given the pace of AI/datacenter spending and broader end-market normalization, these targets could still prove conservative.

Analysts Gush With Praise Following Micron's Beat and Raise Quarter

Analyst reaction was overwhelmingly bullish. The main near-term concern is the planned spending ramp to expand capacity and improve quality as Micron transitions to HBM4 production.

Most analysts either held or raised their views: there were no notable downgrades or price-target cuts. Several firms reiterated bullish ratings and above-consensus targets, while others pushed targets toward the high end.

The consensus estimate still trails the stock's mid-March price action but is up nearly 200% on a trailing-12-month basis, with the high end of analyst targets around $700.

A brief sell-the-news pullback followed the release, but it was shallow and quickly absorbed. Any further weakness is likely to be limited, with dips finding support at higher levels as Micron's improving outlook continues to drive the stock upward.

Today's Featured Content

SERV Robotics Delivers Catalyst for Short-Squeeze

By Thomas Hughes. Originally Published: 3/11/2026.

Key Points

SERV Robotics is rapidly expanding its services and is on track to continue at a robust pace in 2026.
Analysts and institutions indicate accumulation, providing solid support and a market tailwind.
Short interest is high, setting the stage for a squeeze that could take this market to a fresh long-term high.
Special Report: Elon's "Hidden" Company

Serve Robotics (NASDAQ: SERV) reported a solid fiscal Q4 2025 result, enough to trigger a steep rise in its share price and, potentially, a short squeeze. Expansion is moving faster than expected and is projected to continue through 2026.

Key takeaways include Serve Robotics' expanding footprint—not just by city count but also by active robots, clients, and foodservice platforms. The Q4 release highlighted new additions such as White Castle, broader delivery verticals, and deeper partnerships with Uber Eats (NYSE: UBER) and DoorDash (NASDAQ: DASH), all of which are tailwinds for revenue growth.

High Short Interest Sets SERV Up for Rally and Squeeze

Only 72-Hours Left? (Ad)

I've worked for the CIA, personally met four US presidents, and spent 45 years studying the markets—calling Black Monday six weeks before it happened, predicting the fall of the Berlin Wall, and pinpointing the exact bottom in 2009. But what I'm about to share with you is the boldest prediction of my career.

After meeting Elon Musk face-to-face at a private gathering of Wall Street elites and months of my own research, I'm now staking my reputation on one date: March 26, 2026. That's when I believe Elon will announce the SpaceX IPO—what Bloomberg is calling the biggest listing of all time. I have found an access code that lets you grab a pre-IPO stake before it happens, but in 72 hours, your window could close.

Click here to see how to claim your SpaceX access code

Short interest is a material factor here, representing both risk and potential. The risk: short-sellers are correct and SERV's shares decline. The potential upside: with about 29% of the float sold short, solid results and an improving outlook could catalyze a short squeeze, forcing short positions to be covered and driving the stock higher.

MarketBeat's short-seller data suggests covering may already be underway. If short sellers begin to cover en masse, it could trigger a rapid share-price spike. At present, the 6.1 days to cover indicates that short covering could produce a meaningful price move.

Analysts expressed caution after SERV's guidance update, but there were no immediate consensus revisions following the report. The main concern is cash burn, which the company forecasts will roughly match revenue in 2026.

That cash draw could be offset by operational progress and rapid top-line growth. Consensus forecasts point to a hypergrowth phase over the next five to six years: very strong, high triple-digit revenue growth in 2026, decelerating to lower triple-digit growth in 2027, then high-double-digit growth in subsequent years.

The guidance also underscores risk: the company plans about $25 million in CapEx versus roughly $26 million in expected revenue, which will pressure the balance sheet. That includes reduced cash and the prospect of equity erosion through dilution. The company does have near-term liquidity—around $260 million in liquid assets—but that cushion came with dilution: the share count doubled over the past year, a dynamic that can attract short interest.

Even if no further dilution occurs, capitalization remains a concern. As Serve leans into expansion, additional funding will likely be needed. Analysts generally expect profitability only early in the next decade, implying one or more additional capital raises may be required before growth becomes self-sustaining.

Institutions Support SERV Stock, Accumulate Aggressively in Q1 2026

While shorts have been active, institutions have been accumulating shares. Institutional investors now own roughly 40% of the stock, and on a trailing 12-month (TTM) basis they bought at a rate greater than $2 for every $1 sold, with activity ramping in early 2026.

Early Q1 2026 flows show more than $10 bought for each $1 sold, providing a solid support base and favorable market tailwinds. Strong institutional demand could amplify short covering and lead to outsized, accelerated moves in the stock.

Market responded favorably to the news: the share price jumped about 10% in pre-market trading, then extended gains by another 1,000 basis points (10%) after the open. The move established support at a key level, lifted the stock above a cluster of moving averages, and set the stage for further upside. Near-term resistance sits at roughly $14.15 and could be reached before mid-year if momentum continues.

Analyst coverage has tightened even as caution remains. MarketBeat data shows coverage expanding to nine analysts on a trailing 12-month basis, sentiment firming to Strong Buy, an 87.5% buy-side bias, and an upward trend in the price target.

The price target is the operative metric in March: it implies about 65% upside from the pre-release close and would mark a one-year high if achieved. Upcoming catalysts include the potential to outperform guidance—particularly through the benefits of recent acquisitions. The acquisition of Diligent Robotics broadens Serve's addressable market from sidewalk deliveries to in-house hospital services and potentially other service areas.

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