What happened to Blockbuster is about to happen to computers

Remember when Blockbuster laughed at Netflix?

Or when Nokia thought flip phones were here to stay?

Yeah. That didn't age well.

Well, something similar is about to happen to computers.

Not in 10 years.

Not in 5.

Soon.

A revolutionary new computing architecture is quietly being developed by three companies right now...

And it's about to make today’s massive data centers look like those room-sized vacuum tube monsters from the 1940s.

This isn't some far-off sci-fi fantasy.

The technology already exists.

It's processing data at speeds that make today's "cutting-edge" AI systems look like they're running on dial-up.

And it uses up to 90% less energy.

When this hits...

The companies and data centers still using traditional computing infrastructure could go the way of the dodo. Just like BlackBerry when smartphones took over.

But here's the thing many investors are missing...

While Wall Street obsesses over AI stocks and the "next big thing..."

Three specific companies are quietly positioning themselves at the center of what insiders are calling the "Trillion Dollar Triangle."

And George Gilder - the guy who predicted the iPhone 16 years early, Netflix a decade before it dominated, and Amazon when it was "just an online bookstore" - believes this convergence could be bigger than all of those combined.

In his opinion, we're looking at a complete paradigm shift in what computing means.

And early investors who position themselves now...

Before Company #3 IPOs...

Could be looking at returns that make the smartphone revolution look like a warm-up act.

But the window's closing fast.

Once that IPO drops, the mainstream media will catch on...

Wall Street analysts will start connecting the dots...

And the chance to get in early could vanish.

So if you want to see what Gilder's research has uncovered...

And why he's convinced this "wafer-scale" revolution is about to rewrite the rules of computing...

Click here to read his full briefing.

Fair warning, though...

This isn't your typical "hot stock tip."

It's a rocket launch into a technological shift that could reshape be an extinction level event for today’s computers.

So if you're the type who prefers predictable 5% returns and sleeping soundly at night...

This probably isn't for you.

But if you're willing to think bigger...

And position yourself ahead of what could be the biggest tech opportunity of our lifetime...

Then you need to see this now.

Click here to read George Gilder's full briefing on the Trillion Dollar Triangle

Yours for higher profits,


Roger Michalski
Publisher, Eagle Financial Publications

P.S. Companies like Apple, Netflix, and Amazon generated life-changing returns for early investors who saw the shift coming. According to Gilder's research, this revolution could dwarf all of those. But only for those who act before the crowd catches on.


 
 
 
 
 
 

Additional Reading from MarketBeat Media

Where's the Bottom, and When Will It Be Time to Sell D-Wave?

Reported by Nathan Reiff. Article Posted: 3/23/2026.

D-Wave quantum computer hardware with branding, highlighting quantum computing amid stock selloff concerns.

Key Points

  • D-Wave Quantum shares are down about 44% since the start of the year, though the company's RSI is near 30, suggesting it may be oversold.
  • At the same time, the firm's price remains significantly elevated relative to its sales, which are still quite low in absolute terms.
  • Investors must try to reconcile these concerns while also trying to ascertain how much farther shares may fall in the current selloff.
  • Special Report: Elon Musk: This Could Turn $100 into $100,000

By many measures, quantum computing leader D-Wave Quantum Inc. (NYSE: QBTS) has had an excellent start to 2026. Most notable: in January alone its bookings exceeded total bookings for all of 2025—driven largely by a $10 million deal with a Fortune 100 company and a roughly $20 million system sale. Meanwhile, the company's cash reserves remain strong as D-Wave positions itself as a dual-approach firm pursuing multiple technological paths.

Still, QBTS stock is not thriving: shares have fallen by about 44% so far in 2026, despite the company's promising news. For current holders, finding the bottom is top of mind; prospective investors may be wondering whether to wait for a better entry when buying the dip. While it's impossible to say precisely how much farther the selloff might go, a closer look at D-Wave's operating runway may help limit dilution risk for now.

Just How Rational Is the D-Wave Selloff?

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Although it can seem paradoxical that D-Wave is selling off amid solid fundamentals and encouraging developments in its latest earnings report, there are reasons the decline may be rational.

D-Wave has seen major sales growth—revenue nearly tripled year over year—but in absolute terms sales remain small at under $25 million annually, especially for a company valued at close to $6 billion. Combined with a large rally through much of early 2025, the share price has become significantly inflated relative to sales. The company's price-to-sales (P/S) ratio reached nearly 327 last year, and even after the recent decline QBTS still trades at more than 237 times sales. Investors may find that metric useful when judging whether the selloff is justified.

Determining the Bottom Is Tricky, But D-Wave's Cash Reserves Provide Important Insulation

With a relative strength index (RSI) around 30, D-Wave shows some signs of being oversold. Recent selling may therefore have been excessive, but that doesn't guarantee the stock has reached the bottom—predicting that level precisely is unlikely.

Investors should note D-Wave's cash position, which was $885 million at the end of the last quarter. That suggests at least three years of operating runway based on current burn rates—not including any major acquisitions— even if revenue growth stalls, which seems unlikely. This makes a decline to zero in the foreseeable future improbable and provides important insulation against further selloff pressure.

What Signs Might Investors Watch For to Sell?

Because it's difficult to predict how much farther shares might fall—made trickier by the fact the company still carries a Moderate Buy rating from Wall Street analysts with roughly 132% upside—investors should watch for changes in fundamentals. For example, slowing bookings or a materially faster cash burn without corresponding revenue growth would be red flags.

Other risks are less obvious. If D-Wave's core gate-model system—being developed alongside its existing annealing offerings—experiences delays or technical setbacks, investor enthusiasm could wane further. External factors such as tariffs, supply-chain disruptions, or other macro issues could also alter the calculus around how long the cash runway will last and how quickly revenue can accelerate.

Ultimately, investors must weigh competing arguments. On one hand, D-Wave may be oversold after its recent decline. On the other, it remains very highly valued relative to current sales.

That tension likely separates investors hoping for a near-term price reversal back toward the 2025 rally from those with long-term conviction that D-Wave will prevail in the multi-year race toward quantum dominance.


Additional Reading from MarketBeat Media

Smithfield Foods Roasts Q4 Estimates: Is a $30 Price Handle Near?

Reported by Thomas Hughes. Article Posted: 3/27/2026.

Smithfield branded ham on cutting board, highlighting packaged meat producer tied to growth, margins and dividend outlook.

Key Points

  • Smithfield Foods is trending higher on margin expansion, growth, and valuation metrics, with fresh highs likely by mid-year.
  • Analysts and institutions are accumulating this stock, underpinning an emerging uptrend.
  • 2026 catalysts include high pork prices, plans to build a new facility, and margin-accretive activity such as the Nathan's Famous acquisition.
  • Special Report: Elon Musk: This Could Turn $100 into $100,000

Smithfield Foods' (NASDAQ: SFD) stock is rallying and looks set to keep rising. The high-quality, deep-value company is firing on all cylinders amid several tailwinds.

The tailwinds include increased demand and pricing for pork products, underpinned by export growth and high beef prices. Estimates vary, but pork demand is expected to remain strong this year, leading to a roughly 2% average price increase per unit as consumers shift away from higher-priced beef. 

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For Smithfield, that translates to an improved earnings outlook and greater dividend safety.

The outlook and safety are reflected in the board's decision to increase the dividend to $1.25 per share this year. At $1.25, the dividend yields about 4.8% with shares near their post-IPO highs, and the shares remain attractively valued. More importantly, the payout ratio and growth outlook suggest the dividend is sustainable and that distribution growth is likely to continue. 

Valuation metrics support a robust rise in the stock price. SFD trades at approximately 9x earnings — roughly six multiples below major competitor Hormel. Hormel, trading near 15x earnings, is also at value levels; it tends to trade above 25x when fully valued. That premium is tied to Hormel's stronger dividend and growth outlook.

In this scenario, both Hormel and Smithfield Foods are positioned to advance over the coming quarters and years, but Smithfield appears poised to outperform. 

Smithfield Foods Grows and Widens Margin in FQ4

Smithfield Foods had a solid fourth quarter, with revenue rising 7.1% to $4.23 billion.

Strength was visible across segments: Packaged Meats up 4.3%, Fresh Pork up 2.1%, and Hogs up 3.3%. The strongest growth came in the Other category, which grew by nearly 43% for the quarter. That category includes high-demand quick-serve, value-added and convenience products such as cooked ribs and snacks. 

Margin trends were also positive. The company experienced pressure in the Other and Packaged Meats segments but offset those declines through product-quality improvements and strength in Fresh Pork and Hogs. Operating profit in Fresh Pork increased by 25%, and Hogs reversed a loss, driving a 20% year-over-year systemwide improvement.

Guidance assumes pricing strength will continue and includes plans for operational improvements, including a new state-of-the-art Sioux Falls facility that incorporates modern automation and improved product flow.

Smithfield stock chart illustrating an emerging uptrend and the share price rocketing higher on quarterly results.

Signs Point to $30 SFD Share Price

The company's momentum is evident in its guidance. Smithfield expects revenue growth to slow to only 3% — about 200 basis points better than previously expected.

Earnings quality is also forecast to improve, prompting analysts to lift price targets.

Coverage isn't extensive — roughly a half-dozen tracked reports — but analysts' upward revisions have pushed the stock higher, forecasting up to about 25% upside at the high end and putting the shares on track for new all-time highs.

This matters because the move would break the post-IPO trading range; if that breakout occurs, the stock could rise 20%–25%, consistent with analysts' high targets. 

Post-release price action was robust, lifting the stock by about $4 to just over $26. The move created a large green candle, reflecting solid support and confirming the uptrend. Trading volume and momentum indicators — including the MACD and stochastic — align with trend-following entries.

Critical resistance sits near the existing all-time high, just above $26, and looks likely to be crossed soon. If that happens, the stock may reach the $30 level within days to a few weeks and could continue higher if subsequent news further strengthens the profit outlook. 

Among this year's catalysts is the acquisition of Nathan's Famous hot dogs, part of a broader strategy focused on high-margin packaged meat products. The purchase makes Smithfield a brand owner rather than just a manufacturer and should boost profitability immediately by eliminating licensing fees and allowing the company to capture 100% of available margin. Institutional investors are also accumulating the stock at roughly a 4-to-1 ratio since the IPO, helping to underpin the uptrend. 


 
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