Dear Reader,
Elon Musk did something he has never done before.
He bought ad space during the biggest television event of the year... at $266,000 per second.
125 million Americans watched his ad and probably forgot all about it.
But I haven't stopped thinking about what it means...
You see, when the world's richest man spends millions to speak directly to America, investors should pay close attention. Especially when 1 in 3 people watching the Big Game that night were using "buy now pay later" services, and when 40% of Americans have more credit card debt than emergency savings.
There were two completely different Americas watching the same football game that night...
And Elon knows exactly which one he's building his future for.
What he told the world that night is the most important financial signal I've seen in years.
My name is Whitney Tilson. I spent 30 years on Wall Street and managed a $200 million fund firm. I've made a career out of seeing what other people miss...
That’s why I've put together a free presentation explaining exactly what happened that night, and what I think you should do with your money before everyone else figures it out.
Regards,
Whitney Tilson
Editor, Stansberry Investment Advisory
Former Hedge Fund Manager
Co-Founder, Teach for America
Harvard MBA
P.S. After the game ended, 600 private jets flew out of San Francisco. It broke city records. And it's all related. Elon... the private jets... they're all part of a huge economic current ripping through America. I explain why in the same presentation.
Why Boston Scientific's Big Dip Could Be a Bigger Opportunity
Author: Nathan Reiff. Originally Published: 3/24/2026.
Key Points
- Boston Scientific shares are down over 25% year-to-date after investors may have been disappointed by the company's 2026 sales guidance.
- Still, there are many positives that could entice investors keen to buy the dip, including strong free cash flow growth and the prospect of access to new markets with the impending completion of the Penumbra acquisition.
- A potential major catalyst for growth is the Champion trial, which could significantly increase the addressable patient pool of Boston Scientific's Watchman line.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
Medical device manufacturer Boston Scientific Corp. (NYSE: BSX) has had a tough start to the year: shares are down about 26% year-to-date (YTD) and nearly a third over the past year. Yet investors who look closely at the healthcare company's fundamentals may find it has posted some solid recent results, including adjusted earnings per share (EPS) of $0.80 for the last quarter, two cents above consensus.
Indeed, Boston Scientific's earnings suggest the company is performing well—its electrophysiology (EP) segment, and Watchman products in particular, have grown rapidly and appear positioned to keep growing. Results from the Champion-AF trial, expected by the end of March, could materially expand the product's addressable market. That may tempt investors to buy the dip in BSX stock, but it's important to consider why the shares fell and what risks remain.
Is the Boston Scientific Dip Justified?
Major U.S. Gov't Gold Announcement Coming April 15? (Ad)
A former Pentagon and CIA advisor is flagging April 15 as a critical date for gold investors. He says the U.S. government is set to grant final authorization for mining operations at what he believes is the largest gold deposit in the world.
The company behind it trades at just $2 per share and has largely flown under the radar. He believes early investors positioned before the announcement stand to benefit most.
View his full analysis and see the details behind this gold playShares of BSX dropped after the February earnings release despite revenue rising about 16% year-over-year (YOY) and adjusted EPS beating expectations. Free cash flow also improved meaningfully, increasing roughly 38% YOY to about $3.7 billion.
The selloff appears tied to the company's 2026 organic revenue guidance, which forecasts YOY growth of 10% to 11%—significantly slower than 2025's roughly 20% full-year revenue growth. Management attributes part of the near-term slowdown to discontinuing certain Axios catheter products and other lines at the start of the year, an action it expects will shave about 150 basis points off early-2026 growth.
Still, much of Boston Scientific's business remains intact, growing and efficient. The company is guiding for another year of rising free cash flow—about $4.2 billion anticipated in 2026—along with further operating-margin expansion and other metric improvements.
The Champion Trial Could Be a Catalyst for Reversal
One potential catalyst for a share-price recovery is the Champion trial, which compares the Watchman stroke-prevention implant against oral anticoagulation. Investors should watch these results closely: if outcomes are favorable, the addressable patient pool for Watchman could expand dramatically—potentially quadrupling to about 20 million patients.
Positive Champion results would have multi-year implications, enabling Boston Scientific to accelerate sales growth globally by identifying millions of additional potential patients.
Another growth driver could be the planned acquisition of neurovascular-device maker Penumbra (NYSE: PEN). The $14.5 billion deal would give Boston Scientific entry into the mechanical thrombectomy market, where it currently has no presence. The acquisition is being financed in part with a $6 billion term loan secured in late February. While that increases near-term leverage, the company's rising free cash flow and solid fundamentals may help alleviate investor concerns.
Risks and Analyst Perspectives Are Worth Keeping in Mind
A negative Champion result would pose a material risk. It would not only undercut expectations for Watchman's accelerating sales, but could also weaken Boston Scientific's overall revenue outlook and make its 2026 guidance (10%–11% growth) harder to achieve.
On the other hand, Wall Street remains broadly optimistic. Of 25 analyst ratings, 23 are Buys and two are Holds, including March Buy reissues from firms such as Stifel Nicolaus, Jefferies and Truist Financial. Some analysts have trimmed price targets while maintaining Buy ratings.
Still, the consensus price target of $106.27 is more than 50% above the current trading level, suggesting analysts see substantial upside if the company meets or exceeds expectations.
GameStop Stabilizing: What Comes Next for Investors?
Authored by Thomas Hughes. First Published: 3/26/2026.
Key Points
- GameStop's business remains in contraction despite improvement in its turnaround strategy.
- Collectible sales grew by nearly 50% but were insufficient to move the sentiment needle.
- Headwinds and structural sales decline remain in effect, offset by the hope that the business can successfully transition to a holding company.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
GameStop's (NYSE: GME) fiscal Q4 2025 results show a company that has stabilized after years of struggle. Still, positive aspects of the report are offset by persistent headwinds, leaving the market in limbo, where it has been for many quarters. The key question is what comes next — and the likely answer is more of the same. GameStop's stock price remains stuck in a trading range that will probably hold until the company clears its next major hurdle.
The next hurdle is a return to growth in its core video game business.
Major U.S. Gov't Gold Announcement Coming April 15? (Ad)
A former Pentagon and CIA advisor is flagging April 15 as a critical date for gold investors. He says the U.S. government is set to grant final authorization for mining operations at what he believes is the largest gold deposit in the world.
The company behind it trades at just $2 per share and has largely flown under the radar. He believes early investors positioned before the announcement stand to benefit most.
View his full analysis and see the details behind this gold playThe caveat for prospective long-term holders is that GameStop's core business faces a long-term, structural decline, not a temporary setback.
Problems affecting the industry include high console prices, inflation-driven weakness in consumer demand, a delayed upgrade cycle, and the accelerating move to cloud and AI-driven gaming.
The last major upgrade cycle happened years ago, so many gamers already own the latest hardware.
At the same time, a shift toward SaaS and cloud-based gaming is eroding the software side of the business, leaving console makers and traditional resellers at a disadvantage.
Looking ahead, future upgrade cycles are unlikely to match those of the past as AI and cloud capabilities advance. Hardware and packaged-software sales are likely to experience steady, long-term decline as consoles gradually become less central to gaming. Industry observers expect a major technological transition to be well underway by 2030, with edge and hybrid solutions coming to the fore.
GameStop Improves Profitability: Sales Decline Persists
GameStop delivered a mixed quarter with strengths offset by weaknesses. Revenue was $1.1 billion — slightly ahead of expectations but down more than 14% year-over-year as core segments contracted. By segment, Hardware sales fell about 12.4% year-over-year and Software declined roughly 27%, while Collectibles grew.
The increase in Collectibles is encouraging and reflects progress on the turnaround plan, but that segment is still less than one-third of the business and not large enough to offset declines elsewhere. Given this mix, GameStop is unlikely to return to sustained growth soon; even if it does, there remain serious questions about valuation. Available earnings forecasts are scarce, reflecting limited analyst enthusiasm, and the stock trades at nearly 30X earnings — a significant premium given its subdued outlook (read more).
Earnings have been an area of improvement, but probably not enough to ignite broad bullishness. The company materially improved adjusted earnings by cutting cost of sales and SG&A expenses (see financials), but most of the structural cost reductions are already in place and the underlying business remains under pressure. GAAP results were also hurt by asset impairments.
Those impairments were primarily tied to the company's Bitcoin holdings and produced a notable contraction in GAAP profits, including a roughly 30% sequential decline in the reported asset value. The hit may be difficult to fully recover from given the broader crypto deleveraging and macro pressures; BTC price action is likely to remain under pressure in the near term.
GameStop Has No Buy-Side Support, Only Sell-Side Pressure
Retail traders remain the most active market participants in GME stock. Institutional investors that had been buyers in 2025 reversed course late in the year and accelerated selling into early Q1 2026, creating a headwind. That dynamic is amplified by short selling: short interest, while off its peaks, is up from last year's lows and is currently trending near 15%, meaning a catalyst could push it higher. Analysts are likewise skeptical; the consensus from the two covering analysts is a Reduce rating with a combined forecast implying more than 40% downside.
That said, the stock did respond modestly to the earnings release, trading up about 1% in premarket activity and holding those gains after the open. The risk is that the shares remain entrenched in their range, well below the key resistance level near $26.50, and fail to establish a sustainable uptrend.
GameStop's primary strategic lever is its balance sheet. The company sits on roughly $9 billion in cash and assets, which could fund targeted acquisitions or strategic investments as it attempts to transition from a legacy retailer into a more diversified, holding-style business capable of generating value outside of its traditional hardware and packaged-software model.
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