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
Tesla's Big China Sales Spike Didn't Excite Investors—Here's Why
Submitted by Sam Quirke. Published: 3/12/2026.
Key Points
- Despite a big jump in Tesla’s Chinese sales numbers, the stock barely reacted and remains close to multi-month lows.
- Investors increasingly appear to be valuing Tesla less as an EV manufacturer and more as a long-term AI and robotics story.
- A fresh bullish analyst rating highlights why the primary driver for the stock may lean more on execution than vehicle deliveries.
- Special Report: Elon Musk already made me a "wealthy man"
Tesla Inc. (NASDAQ: TSLA) just delivered a headline that historically would have sparked notable upside in the stock. The company's Chinese sales for February jumped more than 90% year over year, one of the strongest delivery figures Tesla has reported in months.
Under normal circumstances, a surge of that magnitude would be clear evidence that demand is rebounding in one of Tesla's most important markets, especially after months of sliding delivery figures across the board.
"This AI Giant is About to Go Bust" (Ad)
I recently sat down with the famous economist and best-selling author who predicted the biggest stock market crashes of the last two decades, and he's now predicting this AI giant is about to go bust, triggering a full-blown AI meltdown that could wipe out 80% of the stock market. This is the same man who predicted the 2008 meltdown just three weeks before Lehman Brothers imploded and the Covid meltdown just three weeks before the stock market suffered the fastest drop in history, and now he's predicting this coming AI meltdown will be 10 times bigger than Lehman Brothers and could send a ripple effect through the market that could crater the entire AI industry.
See the name of this company and five steps to prepareYet despite the pop, Tesla's stock barely moved. Shares gained just over 2% on the news and continue to trade near multi-month lows. At first glance, that muted reaction might seem discouraging for investors hoping for a rebound in the company's EV business. A deeper look, however, suggests the market may be more focused on Tesla's broader ambitions — from autonomous driving to the potential for a SpaceX IPO and how that could lift Musk's wider ecosystem.
Delivery Numbers Are Losing Their Influence
For much of Tesla's history, vehicle deliveries were the single most important metric driving the stock. Strong sales growth reinforced the company's leadership in electric vehicles (EVs), and investors rewarded the shares accordingly. Whenever deliveries disappointed, the market often reacted just as strongly in the opposite direction.
That relationship now appears to be evolving. If a dramatic jump like this isn't enough to significantly shift investor sentiment, it suggests the market is assigning far less weight to delivery numbers than it once did.
This shift likely reflects a broader change in how investors evaluate Tesla. Over the past year, CEO Elon Musk has increasingly framed the company less as a traditional automaker and more as a technology platform built around artificial intelligence (AI), full autonomous driving, and robotics.
As that narrative has gained traction, the market appears to be paying less attention to monthly delivery reports and more attention to whether Tesla can execute on those longer-term ambitions. For investors on the sidelines, that creates an interesting setup.
The Narrative Around Tesla Is Changing
Musk has been pushing the company's long-term vision, repeatedly positioning Tesla as a tech company that also happens to build cars. Those ambitions include autonomous driving systems, robotaxi networks and humanoid robotics projects. If Tesla can gain traction in any of these areas, the potential future revenue could dwarf the company's current vehicle business.
That perspective helps explain why the market is willing to look past fluctuations — even large ones — in monthly delivery numbers. While EV sales remain important to Tesla's near-term financials, they're no longer the primary factor determining how investors value the company.
Analysts Are Leaning Back Into the Bull Case
Another sign the narrative is shifting comes from Wall Street. After several cautious analyst updates this quarter — including Phillip Securities' sell rating and $215 price target last month — Bank of America initiated coverage last week with a Buy rating and a $460 price target. With Tesla shares trading around $400, that implies roughly 15% potential upside.
Notably, the firm's optimism is based less on delivery numbers and more on Tesla's potential leadership in the "consumer autonomy" space.
That distinction matters because it reinforces the idea that the market is increasingly viewing Tesla as an AI-first tech company that happens to build cars. Of course, those opportunities remain largely unproven at scale, which is the main risk today.
Autonomous driving technology still faces regulatory hurdles, and Tesla's robotics ambitions are in the early stages. That uncertainty helps explain why the stock continues to swing sharply with sentiment. Still, with investor focus shifting toward execution, Musk's track record of delivering on bold goals could be enough to push the stock higher if milestones are met.
Execution Is Now the Real Catalyst
Looking ahead, investors should increasingly watch for concrete signs that Tesla is making real progress on its long-term technology goals rather than reacting only to monthly vehicle delivery numbers.
Updates on autonomous driving capabilities, robotaxi deployments, and robotics development will likely have a greater impact on the stock than any single sales report. If Tesla's ambitions start to materialize, the market could quickly rediscover the optimism that has driven the stock's biggest rallies.
3 Rebound Candidates With Technical Tailwinds
Submitted by Dan Schmidt. Published: 3/13/2026.
Key Points
- Volatile markets are often good times for risk seekers to look for momentum reversals to score outsized profits.
- To trade on short-term signals, technical analysis is a necessary concept to understand for your research.
- According to technical indicators such as the RSI and MACD, these three stocks have potential to rebound in 2026.
- Special Report: Elon Musk already made me a "wealthy man"
When volatility reigns, many investors seek shelter in low-beta sectors and dividend-paying stocks. Volatility also creates opportunities for investors who can tolerate the swings, which is why risk seekers often use technical analysis. Fundamentals drive long-term performance, but technical indicators can help pinpoint when trends flip, enabling day and swing traders to capture gains from short-term moves. Here are three stocks hiding in the volatility that could be on the verge of a major trend reversal.
Using Technical Indicators Like MACD and RSI to Identify Momentum Shifts
March has certainly been a volatile month, and with the Iran conflict still ongoing, this environment may persist into April. Technical analysis becomes especially useful when markets are gyrating and momentum swings like a pendulum. Below is a brief refresher on two commonly used momentum oscillators before we review the stock picks:
- Moving Average Convergence Divergence (MACD) indicator - Uses two exponential moving averages (EMAs) to measure momentum and identify trend shifts. The 12-day EMA and 26-day EMA are compared; the difference between them is plotted, and a 9-day EMA of that difference serves as the signal line. When the MACD line crosses above the signal line, it often signals that bullish momentum is building.
- Relative Strength Index (RSI) - Measures the magnitude of recent price changes using 14 periods of average gains and average losses. The RSI is useful for identifying overbought and oversold conditions on a 0–100 scale. Readings above 70 are typically considered overbought, suggesting upward momentum may be peaking, while readings below 30 are viewed as oversold, indicating a potential bullish reversal.
3 Stocks With Technicals Pointing to a Trend Reversal
"This AI Giant is About to Go Bust" (Ad)
I recently sat down with the famous economist and best-selling author who predicted the biggest stock market crashes of the last two decades, and he's now predicting this AI giant is about to go bust, triggering a full-blown AI meltdown that could wipe out 80% of the stock market. This is the same man who predicted the 2008 meltdown just three weeks before Lehman Brothers imploded and the Covid meltdown just three weeks before the stock market suffered the fastest drop in history, and now he's predicting this coming AI meltdown will be 10 times bigger than Lehman Brothers and could send a ripple effect through the market that could crater the entire AI industry.
See the name of this company and five steps to prepareUsing the MACD and RSI, we've identified three formerly downtrodden stocks that may be poised to reverse. Remember that technical trading can be time-consuming and risky, and is generally best attempted by experienced investors.
Wayfair: Tariff and Trend Relief Could Mark the Bottom
The retail sector was hit hard by tariffs, especially companies dependent on low-cost imports like Wayfair Inc. (NYSE: W). Furniture imports were affected by tariffs tied to the International Emergency Economic Powers Act (IEEPA), but those measures have been challenged in court and affected firms can now seek relief.
The tariff story may have been a "buy the rumor, sell the news" event: many investors expected the measures wouldn't hold up. With the fundamental picture improving, Wayfair may finally be finding a bottom after a lengthy decline. A bullish MACD crossover points to rising buying momentum, and the RSI is trending up after spending a month in oversold territory.
Lyft: A Floor May Be Forming for the Beleaguered Rideshare Company
Lyft Inc. (NASDAQ: LYFT) will likely always play Robin to Uber Technologies Inc. (NYSE: UBER)'s Batman, but the market is large enough for both. LYFT shares are down more than 30% so far this year, wiping out gains since last August and putting the stock roughly back where it was a year ago. The roughly $13 level has proven sticky for buyers and could serve as a floor where bullish momentum builds. Despite the company's struggles, analysts still carry an average price target of $19.63, implying upside of more than 50%.
Technical signals on the MACD and RSI support the triple-bottom thesis. A bullish MACD crossover highlights the potential reversal, and the RSI is beginning to bounce off the oversold threshold—similar to the move in August that preceded an 80% jump over three months.
Caesars Entertainment: Technical Signals Hint at a Potential Catalyst
Shares of Caesars Entertainment Corp. (NASDAQ: CZR) rose sharply after news that Houston Rockets and Golden Nugget owner Tillman Fertitta was reportedly planning a takeover bid. The bid was reported at about $7 billion, valuing the company near $34 per share—a significant premium to the then-current price of roughly $28. Caesars is one of the largest Las Vegas operators, with a market cap around $5.8 billion and a portfolio that includes Caesars Palace, Planet Hollywood, Harrah's and The Cromwell.
Casino stocks have faced pressure from online sportsbooks like DraftKings Inc. (NASDAQ: DKNG) and prediction markets such as Kalshi and Polymarket, which are increasingly accessible through brokers like Webull and Robinhood Markets Inc. (NASDAQ: HOOD). Still, Caesars reported $2.9 billion in revenue in Q4 2025, a 4.2% year-over-year increase that beat expectations. The takeover talk has also sparked speculation about spinning off the digital gaming business, which is registering strong revenue growth and could free capital to reduce debt.
News of Fertitta's bid surfaced on March 11, though rumors had been circulating earlier, and the stock has climbed more than 55% in the past month. CZR has destroyed capital over the last five years—losing more than 70% of its value—so this breakout is a long-awaited respite. Multiple technical indicators point to a bullish reversal, including a move above both the 50- and 200-day moving averages and a bullish MACD crossover. The MACD histogram also suggests upside momentum remains strong, so this rally could still be in its early innings.
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