Dear Reader,
According to a former Wall Street insider who's been tracking Trump's every move...
President Trump is preparing to unleash a stunning triple-shock bombshell on Washington.
Creating a frenzy all across America the moment it goes live.
In fact, Trump’s triple-bombshell will be so seismic, it’ll trigger a $7.5 trillion chain reaction in the markets.
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This isn't being covered on CNBC… and Fox Business isn't talking about it.
But the smart money on Wall Street is already moving fast:
- Stanley Druckenmiller just dropped $81 million…
- David Tepper: $270 million…
- Peter Thiel: $273 million…
- Ken Griffin: $1.7 billion…
- Warren Buffett: $5.4 billion….
That's because Trump’s bombshell plan is his priority #1.
He’s fired up about this.
Based on undeniable evidence you’ll see today for the first time, Trump’s plan could go down in history as one of the greatest ‘America first’ initiatives of our lifetime.
It’ll be bigger than the Apollo program and even bigger than the Manhattan Project.
And Trump wants to see initial results within 90 days.
By then the biggest gains will have long since vanished into thin air.
So get the full story here on Trump’s triple-shock bombshell before it's too late.
To Your Profits,
Adam O'Dell
Chief Investment Strategist, Money & Markets
P.S.This opportunity could deliver 10X gains in a year.
Good enough to turn $100,000 into $1 million.
The kind of gains that made NVIDIA’s early investors rich beyond their wildest dreams.
IonQ Just Delivered the Quarter That Changes the Quantum Narrative
Reported by Jeffrey Neal Johnson. Date Posted: 2/26/2026.
Key Points
- IonQ beat revenue expectations in the quarter and raised its forward guidance well above Wall Street expectations.
- The company maintains a substantial cash position that insulates operations from dilution while enabling aggressive investment in strategic growth.
- New acquisitions in sensing and manufacturing have positioned the company to secure major national security contracts and expand its commercial platform.
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Wall Street was caught off guard on Thursday, Feb. 26, when shares of IonQ (NYSE: IONQ) rallied, rising more than 19% to clear the $40 mark. The jump in IonQ's share price followed the company's fourth-quarter and full-year 2025 earnings report, which beat analyst expectations and shifted the narrative for the broader quantum computing sector.
For years, quantum computing has been seen as a science project — technology with immense long-term potential but little current revenue. IonQ's latest results challenge that view. The company reported fourth-quarter revenue of $61.9 million, beating its own guidance midpoint by 55%. Even more striking: revenue grew 429% year over year.
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This represents a financial inflection point. Investors are no longer looking only at promised future breakthroughs; they are looking at a business generating substantial revenue today. The market's reaction suggests IonQ is successfully transitioning from a research lab into a scalable commercial platform.
Doubling Down: Revenue Forecast Signals Hyper-Growth
While the recent quarter was impressive on its own, the rally is driven mainly by the outlook. Management surprised the market by raising full-year 2026 revenue guidance to $225 million–$245 million.
Put in context, that forecast sits well above prior Wall Street consensus. It implies IonQ expects to nearly double annual revenue again in 2026 after tripling revenue in 2025.
Key Financial Highlights:
- Q4 Revenue: $61.9 million (Up 429% YOY)
- Fiscal Year 2025 Revenue: $130.0 million (Up 202% YOY)
- Fiscal Year 2026 Outlook: $225 million - $245 million
This accelerating growth curve is rare in the hardware sector. It reflects rapidly rising demand for IonQ's technology as commercial and government clients scale from small pilots to large contracts. While some analysts remain cautious about valuation multiples, this revenue momentum forces a re-evaluation. In a market hungry for growth, IonQ is delivering results that are difficult to ignore.
A $3.3 Billion Fortress: The Cash Advantage
Rapid scale in deep technology carries high costs. IonQ is not yet profitable on an adjusted EBITDA basis and projects an adjusted EBITDA loss of $310 million–$330 million for 2026. Normally, a burn rate this size would worry investors about dilution or financial stress.
But IonQ is in a different position. The company finished 2025 with pro forma cash, cash equivalents, and investments of roughly $3.3 billion.
Why this matters:
- No dilution risk: Unlike many quantum peers racing against a liquidity clock, IonQ has capital to fund operations for years without needing to issue new shares.
- Interest income: A cash pile of this size generates meaningful interest income in the current environment, helping offset operating losses.
- Strategic flexibility: The war chest lets IonQ invest aggressively in supply chains, talent, and acquisitions while competitors may be forced to cut costs.
That financial stability functions as a significant strategic moat. It largely removes bankruptcy from the bear case, allowing investors to focus on the growth story.
Vector Atomic & SkyWater: Defense Wins That Change the Game
The revenue surge is not just about faster computers; it reflects IonQ's pivot to a Quantum Platform strategy. The company has moved beyond selling access to experimental hardware and is now offering integrated solutions that combine computing, networking, and sensing.
The Vector Atomic Acquisition
Completed in the third quarter of 2025, the Vector Atomic deal brought advanced quantum sensing and timing technologies in-house. Those capabilities enable precise navigation and timing without relying on GPS satellites — a current requirement as GPS jamming becomes an increasing threat.
This strategic value was validated by IonQ's selection for the Missile Defense Agency's (MDA) SHIELD IDIQ contract, demonstrating the technology is mature enough for national security applications and can be funded from defense budgets today.
The SkyWater Technology Deal
The pending acquisition of SkyWater Technology is equally important. By securing a U.S.-based manufacturing supply chain, IonQ aligns with national priorities around onshoring critical technologies. Owning the manufacturing process supports scalability and trust, making IonQ a stronger candidate for sensitive government programs like the Golden Dome initiative.
Why the Stock Could Keep Climbing
Beyond the fundamental improvements in revenue and technology, market mechanics are amplifying the stock's move. IonQ has often been a battleground name, and heading into this report, betting against the company was a common trade.
The setup:
- Short interest: Approximately 25.14% of IonQ's float is sold short.
- Days to cover: The short ratio is 3.7, meaning it would take nearly four days of average trading volume for short sellers to fully cover their positions.
When a highly shorted stock posts a big earnings beat and raises guidance, it creates a powder keg. Rising prices force short sellers to cover to limit losses, and that buying pressure can push the stock higher.
With the stock up about 19% in a single session, many short sellers are now underwater. If prices hold, continued volatility and forced covering could further propel the shares toward the higher price targets set by bullish analysts.
Separating From the Pack
IonQ has delivered a clear statement: combining triple-digit revenue growth with a fortress balance sheet and significant defense contracts is setting the company apart in the quantum sector.
Risks remain — including longer-term profitability and the timeline for fault-tolerant computing — but strong commercial execution provides a solid floor under the stock. With bullish firms like Rosenblatt issuing targets as high as $100 and short sellers scrambling to cover, the market is beginning to treat IonQ less as a science experiment and more as the sector's first true commercial heavyweight.
Cadence Spikes Post-Earnings With Strong Interest in AI Products
Author: Leo Miller. Article Posted: 2/20/2026.
Key Points
- Shares of Cadence Design Systems just got a jolt after the firm's latest earnings.
- The firm posted beats on sales, adjusted EPS, and guidance with strong revenue visibility going into 2026.
- Cadence also provided encouraging statements around customers utilizing its AI chip design tools.
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Electronic design automation (EDA) company Cadence Design Systems (NASDAQ: CDNS) plays a vital role in the semiconductor industry. Access to advanced EDA software is essential for companies designing semiconductors, and Cadence controls a very large portion of that market. Analysts estimate that Cadence and Synopsys (NASDAQ: SNPS) each hold roughly 30% market share in the space.
Despite Cadence's leading position, the stock has produced only middling returns recently — roughly 5%–10% over the past 52 weeks.
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A recent sell-off in software stocks has pressured Cadence shares, even though the company views AI-driven optimization as a core strength that can deliver substantial gains to customers.
Shares jumped nearly 8% after the company's latest earnings release. Below is a look at the report and what it means for CDNS going forward.
CDNS Puts Up Solid Q4 Metrics and 2026 Guidance
In Q4 2025, Cadence's revenue came in at $1.44 billion, up about 6% year-over-year and slightly above analyst expectations of $1.42 billion.
Adjusted earnings per share (EPS) rose roughly 6% to $1.99, modestly ahead of estimates of $1.91. Cadence also expanded its adjusted operating margin by an impressive 310 basis points in 2025, and free cash flow increased by about 42%.
For 2026, Cadence projects full-year revenue of $5.95 billion and adjusted EPS of $8.10 at the midpoints, figures that are in line with or a touch above consensus and imply about 13% growth for both metrics.
That represents a slight slowdown from 2025's revenue growth of 14% and a larger deceleration from 2025's adjusted EPS growth of 20%. Still, the company expects to maintain solid top-line growth and further margin expansion in 2026, with free cash flow forecast at approximately $1.79 billion (about 13% growth).
Revenue Backlog and AI Productivity Gains Are Promising
Cadence enters 2026 with strong revenue visibility: backlog reached a record $7.8 billion, and the company says roughly two-thirds of 2026 revenue (about $4 billion) will come from that starting backlog. About half the backlog extends beyond 2026, providing multi-year visibility.
While some investors fear AI will disrupt software companies, Cadence positions AI as a growth driver. The company reports robust demand for its AI tools, saying it sees interest from "almost every customer," with rapid engagement to deploy the technology.
Cadence's ChipStack AI Super Agent is an agentic AI solution for automating chip design and verification; the company says it can increase productivity on certain tasks by up to 10x. Its AI-driven Cerebrus product helps engineers more intelligently optimize and explore chip designs.
When engineers create new chip designs, they run experiments to balance power, performance, and area (PPA). Traditionally an engineer might run three to five experiments at once; with agentic-AI workflows they can run 10 to 100 concurrently. Cadence estimates AI optimization can improve PPA by 7%–12% — roughly "half or almost the same gain" as a node migration, which is costly and can take two to three years. Those potential PPA gains strengthen Cadence's value proposition, though results will vary case by case.
CDNS: Top-Tier Semiconductor Stock With Analyst Support
The consensus price target on Cadence sits near $377, implying roughly 27% upside. Targets updated after Cadence's earnings report are slightly lower, averaging about $368 and implying around 24% upside — still meaningful potential.
Cadence is not inexpensive, trading at a forward price-to-earnings (P/E) ratio near 36x, but it holds a very strong industry position. There are good reasons to think AI will benefit Cadence more than it will hurt it. For investors seeking exposure to advances in semiconductor design and AI-driven productivity gains, Cadence remains a compelling long-term option.
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