Dear Reader,

I hesitated to even send you this.

After what I heard…

After who told me…

On January 7th… just outside Washington, D.C… I sat across from a man whose family has been tied to global power for decades.

Oil deals. Intelligence circles. Government insiders.

He leaned in and told me something that changed everything I thought I knew about the Iran war.

What you’re seeing on the news?

It’s not the real story.

Not even close.

The strikes… the chaos… the escalation…

It’s all part of something much bigger.

A global deal worth trillions.

And the only reason I know this is because of him — an anonymous contact who risked everything to pass this information along.

I verified it. Cross-checked it. Dug deeper.

And what I uncovered is something every American investor needs to see immediately.

Click here to see the full breakdown before it’s too late.

It’s a coordinated move that could reshape the global economy for decades.

But you need to see it for yourself.

Go here now and uncover the real reason behind the Iran war.

Regards,

Addison Wiggin

Founder, Grey Swan Investment Fraternity

This Expensive Chip Stock Is Up 140%, Analysts Say It's Still a Buy

Submitted by Sam Quirke. First Published: 4/1/2026.

Key Points

Lattice Semiconductor shares may carry one of the most extreme valuations in the market, but that hasn’t stopped investors or analysts from piling in.
Despite a recent pullback, the stock is up roughly 140% from its April lows, supported by strong earnings and bullish sentiment.
With growth accelerating and expectations still rising, the question is whether valuation matters as much as investors think it does.
Special Report: Elon Musk: This Could Turn $100 into $100,000

This may be the first time many readers have heard of Lattice Semiconductor Corporation (NASDAQ: LSCC); it's not a name that dominates headlines in the semiconductor space. It doesn't have the scale of NVIDIA Corp (NASDAQ: NVDA) or Advanced Micro Devices, Inc (NASDAQ: AMD), but over the past year it has quietly become one of the market's best-performing chip stocks.

Shares are currently trading in the $80–$100 range after a modest pullback over the past week that mirrored broader equities. That dip hasn't dented the longer-term trend: the stock is up roughly 140% since its April 2025 lows. In today's market, that kind of performance usually comes with a catch — and for Lattice, the catch is valuation.

He shipped a power plant across the ocean (Ad)

Elon Musk is burning nearly $1 billion a month running dozens of gas turbines around the clock — because he can't power the world's largest supercomputer without equipment that takes up to 2 years to source.

One small company can deliver that equipment on his timeline. Wall Street hasn't connected the dots yet.

See the one stock Musk can't build his supercomputer without

With a four‑digit price‑to‑earnings (P/E) ratio, Lattice sits in valuation territory rarely seen in recent public markets. For context, NVIDIA trades at about 35 times earnings and AMD at about 77 times. On the surface, a four‑digit P/E would seem enough to scare off most investors. Yet, at least for now, the market appears willing to look past it. Let's take a closer look at why.

How to Interpret the P/E Ratio

At first glance, a P/E ratio around 4,000 implies a stock that is wildly overvalued. The ratio shows how much investors are willing to pay for each dollar of earnings, and generally, the higher the P/E, the higher the expectations for future growth.

Historically, elevated P/E ratios have been more common in low‑interest‑rate environments, particularly across tech stocks. When capital is cheap, companies can invest ahead of revenue, and investors are more willing to pay a premium for anticipated growth.

That backdrop has changed. With interest rates higher, the cost of funding growth has increased, and markets are far less tolerant of stretched valuations. Triple‑digit P/Es are now uncommon — four‑digit multiples are exceptional.

That is what makes Lattice's valuation notable: it implies rare confidence in the company's future earnings growth, even by tech standards. The key question is not whether the valuation looks extreme on paper, but whether the company can grow into it quickly enough to justify it.

Growth Is Driving the Narrative

The encouraging news for investors is that Lattice has consistently beaten earnings expectations. February's report delivered a solid beat on both top‑line and bottom‑line numbers, and management issued bullish forward guidance. That combination — execution today plus visibility into tomorrow — makes it easier for investors to justify a premium.

Wall Street isn't shying away from the valuation either. Recent analyst updates from Stifel Nicolaus, Susquehanna, and Jefferies set price targets in the $110 to $135 range. From current levels, those targets imply upside north of 10% — notable for a stock that has already delivered large gains.

For investors concerned about the frothy P/E, these analyst placements are important. When analysts look past an elevated multiple and still assign higher targets, it signals confidence in Lattice's ability to deliver the growth underpinning that multiple. It can also create a feedback loop: continued earnings beats and strong guidance help sustain the premium the market is willing to pay.

What Could Go Wrong

That said, a P/E of this magnitude leaves little margin for error. Any slowdown in revenue growth, margin compression, or disappointing guidance could trigger a sharp correction. The recent week‑long pullback, which tracked the broader market decline, is a reminder of how quickly sentiment can change.

There's also the broader risk tied to the semiconductor cycle. While Lattice shares have moved higher recently, many peers have lagged. NVIDIA, for example, is trading near levels from July of last year. That divergence increases the pressure on Lattice to keep delivering and prove its growth story.

Despite these risks, the long‑term case for Lattice remains compelling. The company operates in a segment that still appears early in its cycle, and it seems the market may only now be starting to appreciate how powerful a player Lattice could become.

Russell 2000 Stocks: Too Early or Finally Interesting?

Author: Chris Markoch. Date Posted: 3/29/2026.

Key Points

The Russell 2000 remains discounted versus the S&P 500, creating a potential opportunity if interest rates begin to fall.
The iShares Russell 2000 ETF (IWM) offers diversified exposure to small caps, with institutional buying signaling growing interest.
Stocks like Mueller Water Products and AAON highlight sector-specific growth in infrastructure and data center demand.
Special Report: Elon Musk: This Could Turn $100 into $100,000

It's helpful to remember that many of today's top mega-cap companies started as speculative small-cap stocks. Regardless of size, the best companies are those that continue to grow revenue and earnings.

Small-cap stocks are generally more volatile—small price moves can produce outsized gains or losses. Many of these companies are unprofitable or generate little revenue, and some rely on debt to fund growth.

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 play

That wasn't a problem when the Federal Reserve kept interest rates near zero; the cost of capital was cheap and risks were muted. But the cost of capital has risen as rates climbed, and recent remarks from Fed Chair Jerome Powell suggested the Fed is in no hurry to cut rates this year.

It's no wonder the Russell 2000 index, commonly referred to as the "small-cap" index, is down slightly this year. Still, the index has had a solid three-year run despite the higher-rate environment.

Yet the valuation gap between the Russell 2000 and the S&P 500 remains wide. As of March 26, the Russell's average price-to-earnings ratio was about 19x versus roughly 27x for the S&P 500. That implies the Russell 2000 valuation would need to rise by roughly 50% to match the S&P 500.

That's why some analysts believe now is a good time to position for Russell 2000 stocks. If the market rallies on any hint of lower interest rates, these names are likely to draw investor attention.

IWM ETF Offers Broad Exposure to Russell 2000 Opportunities

Exchange-traded funds (ETFs) aren't intended to beat the market, but they play an important role in many portfolios. One option for investors who want exposure to small-cap stocks without single-stock risk is the iShares Russell 2000 ETF (NYSEARCA: IWM).

As its name implies, this fund is designed to help investors "own the index," similar to how the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) provides performance in line with the S&P 500.

Investors may find the composition of the IWM fund notable. The top four sectors by weighted exposure are financials, health care, industrials, and consumer discretionary—each accounting for more than 10% of the fund. That contrasts with SPY, which has over 31% of its sector exposure in technology.

That may indicate where analysts and institutions expect growth to come from in the coming years. Institutional net buying has outpaced selling by roughly 4:1 over the past 12 months — a trend retail investors should note.

Mueller Water Products Taps Into Infrastructure Spending Trends

Examining IWM's sector exposure can help identify individual Russell 2000 companies that may be well positioned for gains. One such name is Mueller Water Products (NYSE: MWA). With a market cap near $4.3 billion as of March 26, it isn't a microcap, but it remains within the Russell 2000.

Mueller is a major player in water infrastructure, with one of the largest installed bases of iron gate valves and fire hydrants in the U.S.

The company has reported solid year-over-year revenue and earnings growth, and that trend is expected to continue. A key driver is federal investment to rebuild aging water systems. Most of Mueller's manufacturing is domestic, which aligns with policies that favor onshore production.

This domestic footprint also helps limit exposure to imported materials and tariff risk.

MWA stock is up more than 16% in 2026, and the analyst forecasts on MarketBeat show a consensus price target implying over 10% upside. With a price-to-earnings ratio around 22, it trades at a modest discount to many other industrial stocks.

AAON Stock Gains Momentum From Data Center Demand

AAON Inc. (NASDAQ: AAON) is another mid-cap name included in the Russell 2000. The company manufactures specialized heating and cooling (HVAC) systems for commercial and industrial customers.

A key market in 2026 is data centers. In its Q4 2025 earnings report, AAON cited a backlog of $1.3 billion, supporting guidance for sales growth of 18%–20% and gross margins of 29%–31%. Like Mueller, AAON generates most of its revenue in the U.S.

AAON stock has been volatile over the past 12 months, with more than 20 moves of at least 5%. Still, analysts remain constructive: the consensus price target of $107.75 would represent roughly 30% upside from AAON's late-March price.

This email is a sponsored message provided by Banyan Hill Publishing, a third-party advertiser of MarketBeat. Why was I sent this email message?.

If you would like to unsubscribe from receiving offers for Strategic Fortunes, please click here.

If you have questions about your newsletter, feel free to email our U.S. based support team at contact@marketbeat.com.

If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.

© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl. #620, Sioux Falls, S.D. 57103-7078. U.S.A..

Today's Featured Content: He Predicted the iPhone in '91. Here's His Newest, Biggest Pick Ever.