Dear Fellow Investor,

I've been investing in technology for over 40 years.

And I've learned one thing…

The BIGGEST money gets made right before everyone realizes what's happening.
Not after.

My name is George Gilder.

In 1991, I predicted smartphones would change the world.

In 1994, I said streaming video would destroy Blockbuster.

In 1996, I called Amazon's dominance when it was "just a bookstore."

People thought I was nuts.

But early investors who listened?

Apple: 249,900% since IPO
Netflix: 112,700% from going public
Amazon: 216,100% since IPO

Now I'm seeing something that could be BIGGER than all of them.

The Trump administration just secured a $200 billion investment in a new computing technology.

It's called wafer-scale processing.

And my research suggests it could make today's AI data centers obsolete.

Three companies are leading the charge by building what I call the "Trillion Dollar Triangle" capable of:

Processing speeds up to 100X faster than current systems
Using 90% less energy consumption
Eliminating the need for massive data centers

This isn't theoretical.

It's already working in real-world applications.

And Wall Street is still asleep at the wheel.

>>Get the three company names before the crowd catches on <<

To the future,

George Gilder
Editor, Gilder’s Technology Report

This Week's Bonus Content

Samsara Shows What Happens When Fundamentals Beat Fear

Author: Jeffrey Neal Johnson. Originally Published: 3/11/2026.

Key Points

Samsara is demonstrating accelerating revenue growth from its largest enterprise customers while establishing a clear foundation for sustained profitability.
The company's massive, proprietary data asset creates a powerful competitive advantage, fueling its AI models and delivering tangible value to clients.
High multi-product adoption rates among large customers signal the platform has become an essential and deeply integrated part of their core operations.
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In a market quick to punish tech companies for any hint of weakness, one company delivered a masterclass in operational execution. Against ongoing volatility and a sharp focus on profitability, investors sent Samsara (NYSE: IOT) shares up more than 18% after its latest earnings report.

This wasn't a random market move; it was a clear signal. As speculative growth stories face greater scrutiny, investors are rewarding companies that produce tangible results and solve real business problems. Samsara's performance highlights a market that increasingly values operational necessity over abstract potential.

Performance, Profitability, and Enterprise Dominance

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Samsara's stock didn't rally on sentiment alone; it was driven by its fourth-quarter fiscal 2026 earnings report, which showed strength across every key metric. The results painted a picture of a company executing at a high level, accelerating growth and establishing a clear path to sustained profitability.

The headline figures provided the initial catalyst. Samsara reported strong top-line growth, with key metrics including:

Quarterly revenue: $444.3 million, a 28% increase year over year.
Annual recurring revenue (ARR): $1.89 billion, up 30% year over year—an acceleration at scale.
Profitability: Samsara delivered its second consecutive GAAP profitable quarter with GAAP EPS of $0.04. Non-GAAP EPS of $0.18 comfortably beat Wall Street's consensus of $0.13.

Digging deeper, the growth is anchored by success in the most valuable customer segment: large enterprises. ARR from customers contributing more than $100,000 annually surged 37%, and this high-value cohort now represents 61% of Samsara's total ARR. The quarter also produced a record 13 new deals worth over $1 million each, signaling that the largest, most complex operations are choosing Samsara and validating the platform's enterprise-grade capabilities.

That success ties directly to Samsara's platform strategy. The company is positioning itself as the central nervous system for clients' physical operations: 96% of large customers subscribe to two or more Samsara products. High multi-product adoption increases stickiness, reduces churn risk, and locks in long-term, predictable revenue.

Looking ahead, management's confident forecast for fiscal 2027 has bolstered investor optimism. Samsara projects revenue growth of 21%–22% and expects to achieve full-year GAAP profitability. That guidance suggests the quarter was not a one-off but the start of a more efficient, durable growth trajectory.

Building an Unbeatable Edge

A strong quarter can spark a rally, but a sustainable investment case needs a durable competitive advantage. Samsara's long-term value rests on a foundation that insulates it from market whims and many direct competitors.

At the core is a proprietary data moat. Samsara's platform collects more than 25 trillion data points annually from the millions of vehicles and pieces of equipment it monitors. This is unique operational data, not internet data that can be scraped or copied. Each new customer expands that dataset, improving the platform's AI models and creating a powerful network effect that's difficult for rivals to replicate.

That data advantage enables practical AI that delivers measurable ROI, separating Samsara from much of the speculative AI hype. For example, the new AI Safety Coach can autonomously review safety footage, provide real-time voice coaching to drivers, and automate safety workflows. For fleet operators, that translates into fewer accidents, less downtime and lower insurance costs.

This focus on clear, measurable value makes Samsara's offerings essential, especially in uncertain economic conditions. As businesses prioritize efficiency and cost control, spending on tools that improve fuel efficiency and prevent breakdowns becomes less discretionary, positioning Samsara as an all-weather holding.

Additionally, Samsara acts as a pick-and-shovel play on several secular trends. Its core customers in construction, logistics and utilities are building the physical infrastructure for the future—including the massive data centers needed for the AI era. As those industries expand, demand for Samsara's operational-efficiency platform should grow. After the earnings report, multiple analysts reiterated Buy ratings and raised price targets, with firms such as Wells Fargo ($46) and BMO Capital Markets ($44) seeing notable upside.

More Than a One-Quarter Wonder

Samsara's market-defying surge is more than a reaction to a single strong earnings report; it affirms a superior business model. The company is solving essential, real-world problems for industries that form the backbone of the global economy.

In a market that is rightly questioning lofty valuations, Samsara's combination of accelerating growth, a credible path to sustained profitability and a formidable competitive moat offers a compelling blueprint for resilience. For investors seeking durable growth grounded in tangible value, Samsara looks positioned for a profitable future.

This Week's Bonus Content

Core Scientific's $10 Billion AI Shift Unlocks Triple-Digit Upside

Author: Thomas Hughes. Originally Published: 3/4/2026.

Key Points

Core Scientific is well-positioned to execute its strategy and realize its growing, greater-than-$10 billion revenue backlog.
Analysts and institutional data reveal strong support and potential for robust upside.
Short sellers pose a threat, along with the potential short-covering rally or squeeze.
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Core Scientific's (NASDAQ: CORZ) stock has struggled for traction in early 2026, but don't be fooled. The company's strategic shift from Bitcoin mining to AI mining is gaining momentum and accelerating, putting it on track for robust, profitable growth in the coming years. The path to profitable growth is the key driver: revenue is forecast to grow at a more than 30% compound annual growth rate (CAGR) over the next five years, and the market appears to be underestimating the outlook.

Trading at roughly 35X earnings in early March, a 30%+ CAGR implies the stock could trade below 10X earnings relative to the 2030 forecast. That valuation scenario would imply a 100% to 200%+ potential increase in the stock price by then. A 100% gain would put the company in line with broad-market averages for current-year earnings, assigning no additional premium for earnings quality.

Core Scientific Reveals Traction With Business Shift

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Core Scientific's fiscal Q4 2025 results were a mixed bag: revenue contracted and missed consensus, but other details offset that headline weakness. A key driver is the decline in Bitcoin and Bitcoin-related revenue as operations pivot toward AI infrastructure.

While Bitcoin revenue fell, Colocation services — backed by contracts with CoreWeave (NASDAQ: CRWV) — grew more than 250% year-over-year and are expected to continue expanding rapidly over the next two to three years. Management plans to nearly double capacity by early next year and to keep expanding to meet demand thereafter.

Margins showed a mix of positives and negatives, with the net outcome favorable for investors.

Notable highlights include a roughly 330% increase in gross profit and a move from net loss to net income compared with the prior period.

The main negative was negative adjusted EBITDA, driven by rapid expansion and reduced BTC operations; management indicated this is not expected to be persistent. The company did not provide specific guidance but plans to keep ramping revenue and capacity while monetizing its Bitcoin operations and related assets.

The balance sheet is a risk factor: the stockholders' deficit widened in 2025. That said, the risk appears manageable. Increased spending and cash burn reflect deliberate expansion to meet growing demand. The company reports over $10 billion in contracted revenue — equivalent to many years of operations at Q4 2025 income levels — providing a sizable revenue backlog. If Core Scientific continues to execute, cash flow and profitability should improve as the investment cycle moderates.

Analysts Affirm Core Scientific's Double-Digit Upside Potential

Analysts reacted to the report with mixed sentiment but no major revisions. The first three changes MarketBeat tracked included an upgrade to Buy, a reaffirmed Buy, and a lowered price target alongside an Overweight (Buy-equivalent) rating. Collectively, they support the Moderate Buy consensus and reinforce conviction in the consensus price target. At a $25 consensus target, analysts imply roughly 55% upside from early-2026 support levels.

Institutional trends suggest these investors may buy the post-release dip and continue supporting the stock. MarketBeat data show institutions (public and private funds, hedge funds and corporations) own approximately 99% of the float and have been net buyers for six consecutive quarters.

On a trailing-twelve-month (TTM) basis, buying has outpaced selling by roughly $2.50 received for every $1 sold, with purchasing accelerating in the back half of 2025 and into early 2026. That activity suggests a tailwind, a market floor forming and a potential rebound in price over time.

Price action is not yet strong, but it indicates the market is building a support base before a potential advance. The stock is consolidating in a narrowing near-term range around the midpoint of its historical band, with support visible in the stochastic indicator. That pattern could precede a run to the top of the historical range, though a stronger catalyst may be needed to establish new highs. Despite the favorable outlook, short sellers remain a risk and could limit gains in the $20–$22 area.

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