Dear Fellow Investor,
What does the "Smart Money" know that you don't?
On March 31st, a 90-year-old law is set to pull the rug out from under the global gold market.
While retail investors are sleepwalking in paper ETFs...
Institutions like Bank of America and Jane Street are quietly loading up on a specific "Shadow Miner."
They aren't buying the metal.
It moves 10x faster than the metal.
They're buying the vault.
The logic is simple: When the paper market defaults on March 31st, the price of physical gold won't just rise—it will "teleport."
I've identified the one stock at the epicenter of this $14 Trillion repricing event.
The math suggests a 1,000% surge is on the table as the "Paper Gold" illusion shatters.
See the 13F filings and the evidence here >>>
"The Buck Stops Here,"
Dylan Jovine, CEO & Founder
Behind the Markets
Atlassian's AI Fear Trade May Be Exhausted—3 Signs Point to a Reversal
Submitted by Sam Quirke. Originally Published: 3/8/2026.
Key Points
- Atlassian shares have collapsed nearly 80% over the past year, sending the stock back to 2018 levels despite repeated quarterly earnings beats.
- The appointment of a new CFO with deep industry experience should help reset investor confidence after one of the tech sector’s steepest selloffs.
- Analysts remain extremely bullish, with Piper Sandler recently calling for 160% upside potential.
- Special Report: Elon Musk already made me a "wealthy man"
Atlassian (NASDAQ: TEAM) has suffered one of the more painful declines in the tech sector over the past year. Once trading above $300, the shares are now around $80 — a roughly 75% drop that takes them back to 2018 levels.
What makes the sell-off notable is that it has occurred even as the company continues to post headline beats in quarterly reports. Revenue growth has remained solid and the core business is still expanding. Still, investors have grown increasingly concerned that the rapid rise of artificial intelligence (AI) could allow companies to automate many tasks they currently use Atlassian's collaboration platform for. That worry has weighed particularly heavily on Atlassian shares.
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Add yourself to the distribution list here.As we enter the final month of the quarter, early signs of stabilization are appearing. The stock has spent the past two weeks consolidating, and a key leadership change could help shift the narrative. With Atlassian appointing James Chuong as chief financial officer at a time when sentiment looks <-a href="https://www.marketbeat.com/originals/atlassian-has-been-crushedbut-the-setup-into-earnings-is-shifting/" target="_blank" rel="noopener">as bad as it can get, there are reasons to think the stock might be approaching a turning point.
#1: Price Action Is Starting to Improve
After months of relentless selling, the stock is showing early signs of stabilizing. A roughly 75% decline is severe by any measure, particularly for a company that remains a core infrastructure provider for software teams worldwide. Atlassian's tools, including Jira and Confluence, are deeply embedded in the workflows of thousands of companies and are widely considered must-have platforms across many enterprises.
Concerns that AI could erode Atlassian's long-term growth have prompted heavy selling. That pressure pushed the stock's relative strength index (RSI), a measure of recent trading momentum, to its lowest-ever reading last month.
Since then, the RSI has been climbing out of extremely oversold territory, and the shares have not set a new low since the final week of February. Adding to the sense that a bottom may be forming is a recent bullish crossover on the stock's moving average convergence divergence (MACD) chart.
None of these technical signals guarantees a recovery, but when they appear together they often indicate that the intense selling that dominated the past year may be easing.
#2: Analysts Still See Massive Upside
Even as the stock hit fresh lows, many Wall Street analysts remained bullish. Atlassian carries a Moderate Buy consensus rating, and several prominent firms have recently reiterated their conviction. Citigroup, Baird, and Piper Sandler, among others, have all issued Buy or equivalent ratings in recent weeks. Piper Sandler's new price target of $200 implies roughly 160% upside from current levels.
Price targets are not guarantees, but the gap between analyst expectations and the current share price is notable. While concerns about AI disruption are understandable, these analysts appear increasingly confident that Atlassian can navigate the shift successfully.
The recent CFO appointment likely reinforces that confidence. Leadership changes at the CFO level often signal a renewed focus on execution and capital stewardship — both areas where Atlassian could benefit as it moves through the year.
#3: AI Could Actually Strengthen Atlassian
There is a growing, credible argument that AI could strengthen Atlassian's platform rather than make it obsolete.
CEO Mike Cannon-Brookes used last month's earnings call to reject the idea that AI will render collaboration platforms unnecessary. He argued that as AI accelerates software development, enterprises will need trusted systems to organize work, manage data, and coordinate increasingly complex teams.
The company also disclosed that its Rovo AI offering has already reached more than five million monthly active users without materially increasing costs. That suggests AI could be a revenue enhancer rather than a margin eroder.
For the incoming CFO, who officially joins this month, that dynamic should be encouraging. With the platform still growing revenue and the company beginning to lean into AI, Atlassian may have the combination needed to reverse sentiment and begin a recovery.
3 Stocks That Could Be Next to Announce a Stock Split
Submitted by Chris Markoch. Originally Published: 3/15/2026.
Key Points
- Stock splits often follow strong periods of growth and rising share prices.
- KLA, Eli Lilly, and McKesson all trade near or above $900 per share, putting them on investors’ split watch lists.
- Strong fundamentals and bullish analyst outlooks could keep these stocks climbing in 2026.
- Special Report: Elon Musk already made me a "wealthy man"
Stock splits are corporate actions designed to make shares nominally more affordable for a broader range of retail investors. They typically follow periods of significant growth or innovation.
Why do stock splits capture investors' attention when the company's intrinsic value hasn't changed? Investor psychology plays a major role in short-term stock performance. It can be difficult for retail investors to consider buying a stock trading at $500 or $1,000 per share.
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Add yourself to the distribution list here.Smaller investors often find lower-priced shares more accessible because they can buy more shares with limited capital. That said, strong share-price growth usually reflects a solid fundamental story behind the company, not just a numeric label.
For example, Costco Wholesale Corp. (NASDAQ: COST) has been on many analysts' lists of companies that could potentially split its stock for years. As of this writing, COST trades for just over $1,000 per share. That's expensive, but the stock has returned more than 200% over the past five years — gains investors who shied away at $500 missed, not counting the company's dividend.
By contrast, Walmart Inc. (WMT) announced a stock split in January 2024 and the stock has continued to perform strongly, climbing more than 45% in the last 12 months and over 175% in the last five years, excluding dividends.
The takeaway is that quality matters: a stock split can be a useful benefit for owners of high-quality, fast-growing companies, rather than a gimmick to attract buyers. Here are three companies that could split their stock in 2026.
Semiconductor Leader KLA Approaches $1,400 Per Share
KLA (NASDAQ: KLAC) designs and manufactures equipment, software, and services used by chipmakers for process control and yield management. It's not surprising that KLAC has jumped more than 375% in the past five years and rose over 100% in 2025.
Even with the stock trading above $1,400 per share, it remains about 13% below its consensus price target of roughly $1,600. After a strong run tied to the artificial intelligence cycle, a stock split could be on the table.
KLA recently held an Investor Day on March 12, where management announced a $7 billion share repurchase program and a 21% increase to its dividend, marking the 17th consecutive year of a payout increase.
A company can announce a stock split at any time, and KLA reports its Q3 fiscal 2026 earnings on April 29. Given the recent announcements, the board may prefer to wait, but with the share price above $1,400 investors will continue to speculate about a potential split.
Eli Lilly's GLP-1 Leadership Keeps the Growth Story Strong
Eli Lilly & Co. (NYSE: LLY) isn't a tech company, but its stock has behaved like one — up more than 350% over the past five years. That said, the stock has cooled recently: it rose about 18% in 2025 and was down roughly 9% through March 12.
LLY trades just under $1,000 as of this writing, and the consensus price target implies roughly 25% upside, supported by expected earnings growth near 35% over the next 12 months.
What fuels the split conversation is Lilly's dominant position in the GLP‑1 weight‑loss market. The company could further extend that lead if the U.S. Food & Drug Administration approves its oral GLP‑1 candidate in 2026.
That potential milestone — and the fact shareholders recently received a 15.3% dividend increase announced in December 2025 — may lead the company to adopt a wait‑and‑see approach to any split announcement.
McKesson's Quiet Rally Pushes the Stock Near $1,000
McKesson Corp. (NYSE: MCK) is a leading distributor in the healthcare industry, delivering medicines and medical supplies to hospitals, pharmacies, and physicians so patients receive the care they need.
MCK has surged more than 400% over the past five years and is up about 47% in the last 12 months, including a roughly 15% gain in 2026 as of March 12.
In its most recent earnings report, management raised FY2026 guidance, forecasting 12%–16% revenue growth and 17%–19% growth in adjusted EPS — the latter well above analysts' projection of 11%.
McKesson's stock is trading above $900 per share and pushing the top of its 52‑week range. Unlike the other names on this list, MCK is trading roughly in line with its consensus price target, but analyst sentiment remains bullish with multiple targets above $1,000. JPMorgan Chase & Co. currently has the highest target at $1,107.
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