Wafer-scale technology could deliver 100X the performance while using 90% less energy...
Dear Fellow Investor,
While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet.
I’m George Gilder. I’ve been calling tech revolutions for 40+ years.
When I predicted cell phones would change everything in 1991, people laughed.
When I said streaming video would kill Blockbuster in 1994, Wall Street ignored me.
When I called Amazon’s dominance in 1996, investors shrugged.
Those “crazy” predictions were followed by insane returns:
- Apple: 249,900% since IPO
- Netflix: 112,700% from going public
- Amazon: 216,100% since IPO
Now I see something even BIGGER brewing…
I see the death of big data centers coming. And My research suggests three companies are making it happen: building what I call the “Trillion Dollar Triangle”:
- Wafer-scale chips 100X faster than current systems
- 90% energy reduction
- Technology that makes AI data centers unnecessary
Make no mistake... This could be one of the biggest opportunities I’ve seen in over four decades.
>> Get the three company names before Wall Street catches on <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
Grab's 2026 Selloff Had Reasons—But the Rebound Case Is Building
Authored by Thomas Hughes. Date Posted: 2/13/2026.
Key Points
- Grab Holdings is growing in Southeast Asia and is deeply undervalued relative to long-term forecasts.
- Analysts and institutions show strong conviction in their bullish posture.
- Free cash flow enables a buyback authorization that can help support price action.
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Grab Holdings' (NASDAQ: GRAB) price pullback in 2025 and early 2026 was not unwarranted, given merger and growth concerns. Still, trading at roughly 40X this year's earnings and about 2X the 2035 consensus, GRAB presents a deep-value opportunity in a stock poised to rebound.
The pullback followed news of a proposed merger with Indonesian ride-share competitor Go To, which remains pending, and the possibility of significant legislative change in Indonesia that could limit profit potential in one of Grab's largest markets.
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Grab is well-positioned for growth in Southeast Asia, is profitable, and is outperforming expectations today. Economic growth is underpinned by industrialization, infrastructure investment, and a rapidly expanding middle class with increasing access to digital communications.
Those are powerful tailwinds: a larger addressable market, rising disposable incomes, and deeper penetration of Internet services. Near-term headwinds are likely to pass as these structural drivers persist.
Grab Has Strong Quarter, Authorizes Share Buyback
Grab delivered a strong Q4 2025, reporting revenue of $966 million, up 18.6% year-over-year. The top line beat consensus by about 40 basis points and was supported by growth across all segments. Deliveries revenue, roughly half of the topline, rose 16% YOY on a constant-currency basis, helped by a 21% increase in gross merchandise volume. Mobility grew 15%, while Financial Services expanded 36%.
Margin progress was also notable. Operational improvements and revenue leverage drove material gains: adjusted EBITDA increased 54%, the company moved to operating profit from a loss, and adjusted free cash flow rose 78% to $290 million. The only near-term disappointment was adjusted earnings, which came in at break-even versus the $0.01 expected, but guidance offset that. Management is targeting low-20% revenue growth and nearly 45% adjusted EBITDA growth in 2026.
In a sign of confidence in cash flow and the outlook, Grab's board authorized a $500 million follow-on share buyback. That amount represents nearly 3% of mid-February market cap and is expected to be deployed over the next two years. The move both signals the board's confidence and provides a tailwind for price action.
Analysts and Institutions Have Conviction in GRAB’s Future
Analyst data show strong bullish conviction. Among the seven analysts tracked by MarketBeat, the consensus rating is Buy: six analysts have Buy-or-better ratings (about an 85% bias) and one has a Hold. Their price targets center near $6.50, roughly 50% above early-February support and would mark a five-month high if reached.
Institutional ownership is meaningful: institutions collectively hold about 55% of the shares and have been net buyers. MarketBeat data show a $3.60-to-$1 buy-side balance on a trailing 12-month basis, with buying activity continuing into early 2026. That ownership base is a strong support and a potential market tailwind capable of helping the stock recover toward recent highs.
Grab's stock price appears set up to advance. While downside risk remains, the chart shows oversold conditions and divergences that suggest bulls have regained control and can reclaim lost ground. Key resistance levels to watch are $4.50 and $5 — both likely to spark volatility. Catalysts for a move higher include continued revenue growth and further improvement in profitability in upcoming quarters.
Palantir Is Down 27%, But the Long-Term Math Still Favors Bulls
Authored by Chris Markoch. Date Posted: 2/13/2026.
Key Points
- Palantir has penetrated just 2% to 3% of its expanding addressable market, leaving significant runway for sustained double-digit growth.
- High gross margins and operating leverage position the company to convert incremental revenue into outsized profit as adoption scales.
- Despite bearish commentary and recent stock volatility, analyst price targets and AI-driven demand trends support the long-term bull thesis.
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The broad sell-off in technology stocks has dragged down plenty of big names. Palantir Technologies (NASDAQ: PLTR) is no exception.
Following a gain of more than 136% in 2025, shares of PLTR are down more than 27% as of Feb. 12. For many investors, that kind of volatility brings the stock's lofty valuation back into focus.
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In the short term, the market is a voting machine, and traders are clearly giving PLTR a vote of no confidence.
But in the long term, the market is a weighing machine, and this reset could be an opportunity for investors willing to take a long position in the AI name.
A key reason is that, despite the company's rapid growth in both commercial and government sectors, it has only penetrated roughly 2% to 3% of its total addressable market (TAM).
The Math Behind the Market
When Palantir went public in 2020, the company estimated a global TAM exceeding $120 billion across government and commercial verticals, and it had captured only about 2.4% at the time. Over the past five years the TAM has expanded rapidly—driven by AI demand in analytics, defense, and the commercial sector—at a compound annual growth rate (CAGR) of around 25%.
Even with strong revenue growth in a deeper, more diversified market, Palantir's share of its TAM remains in the low single digits. If the company merely doubled its share to about 5%, that would imply a revenue base approaching $6 billion to $7 billion—still a modest fraction of the potential market.
Accelerating demand for on-premise and classified AI systems should keep TAM expanding faster than Palantir's ability to supply it, preserving structural upside. The takeaway for investors is that modest gains in TAM penetration could translate into double-digit growth for years.
Margins Built for Scale and Long-Term Growth
Part of Palantir's appeal is its operating leverage. Gross margins above 75% and expanding adjusted operating margins—recently in the 30% to 35% range—indicate that incremental revenue flows disproportionately to profit. As commercial momentum compounds, Palantir's cost base should flatten relative to revenue, unlocking further scalability.
This supports a middle-innings growth narrative: Palantir appears to be growing into an enormous market with durable economics rather than peaking at maturity. Investors should view margin resilience not merely as a defensive trait but as a platform for sustained compounding.
The underlying thesis still rests on decades-long trends: the digital transformation of defense, the institutionalization of AI analytics, and the expanding utility of real-time data orchestration.
With only a small fraction of its TAM penetrated and expanding profit potential, Palantir remains a structurally advantaged player early in its growth curve. Market volatility may obscure the view, but the math and the company's margins keep the long-term bull case intact.
A Word About Michael Burry
It would be remiss to discuss PLTR with it down more than 27% without addressing a prominent reason for the sell-off: Michael Burry, the former manager of deregistered hedge fund Scion Asset Management, and his bearish commentary on Palantir.
Burry has expressed skepticism that the company's current momentum will continue, including speculations such as:
- Palantir stock dropping as low as $46 per share.
- Palantir's market cap falling below $100 million.
By his own admission, many of Burry's criticisms are based on anecdotal information from an unnamed former employee and other sources he couldn't independently verify. Another element of his thesis targets the company's heavy reliance on stock-based compensation—a critique that has followed Palantir since its 2020 IPO.
Notably, Burry is not currently shorting PLTR. Investors may recall, however, that the company's shares previously fell after it was revealed Burry's now-defunct hedge fund had $912 million in bearish put options on the stock.
While the bear case may seem thin, it can still stoke fear among investors who hold PLTR despite its high valuation. That means the stock's bottom may not be in yet.
Still, the company's latest earnings report painted a picture of a company that is clearly not slowing down, and analysts (aside from Burry) continue to raise their price targets. The consensus price target is now $191.05, which would represent a gain of more than 47% from the stock's closing price on Feb. 12.
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