Dear Reader,
I picked Nvidia in 2017….
Before it jumped as high as 3,852%…
And I just revealed the exact day this AI boom will end.
And if you’re wondering how that’s possible…
Well, I’m using an investment secret that correctly predicted the end of every major boom over the last century…
It predicted the end of the roaring 20s boom on October 31st of 1929… right before the great depression crash…
It predicted the end of the Reagan Bull Market in the 1980s on September 1st of 1987… right before the black Monday crash…
It predicted the end of the dotcom boom on February 1st 2000…
It predicted the end of the housing bubble bull market on January 2nd 2008…
And it predicted the end of the Post-Financial Crisis Recovery in February 3rd 2020… right before the Covid crash…
This same investment secret…
Is now pointing to the exact day this AI boom will end (click here to see it.)
Stay sharp,
JC Parets, CMT
Founder, TrendLabs
NVIDIA Analysts Say Buy Ahead of Q4 Earnings, With Conviction
Authored by Thomas Hughes. Publication Date: 2/16/2026.
Key Points
- NVIDIA analysts are robustly bullish ahead of the Q4 2025 earnings report.
- A convergence of factors suggests this stock could rise by 100% to 200% over the next few years.
- Catalysts include the Q4 release, 2026 guidance, and the GTC developer conference.
- Special Report: [Sponsorship-Ad-6-Format3]
If you are wondering whether NVIDIA (NASDAQ: NVDA) is a Buy ahead of its Q4 2025 earnings release, the odds are high that it is. Indications from analyst sentiment trends, institutional activity, valuation, and technical setups suggest this rally is roughly halfway complete.
NVIDIA could rise from the $180 level to well over $360, and potentially as high as $520 or more over time. The near-term catalysts are clear: Q4 results due in late February are likely to be strong, and the annual GTC developer conference in mid-March is expected to drive stock prices industry-wide.
Analyst Trends Suggest NVIDIA Is Deep Value
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Despite growth and margin questions, analyst trends point to a bullish market stance and a deep-value opportunity for NVIDIA investors. MarketBeat's data shows coverage expanding over the trailing 12 months to 52 analysts, who rate the stock a Buy with a 96% buy-rating bias and a consensus price target implying roughly 45% upside.
That 45% consensus understates some of the momentum: recent price-target increases and above-consensus initiations point toward the higher end of the range. A move to $352 would imply about 95% upside and would likely not mark the end of this trend.
Recent analyst commentary highlights the positive setup. GF Securities is looking to the GTC conference for several catalysts, including updates on co-packaged optics, a rack-scale language processing solution, and other hardware developments. UBS is bullish on the pre-release setup, noting favorable conditions such as supply-chain checks, lingering doubts despite optimistic management, and relatively tepid stock action in recent months.
NVIDIA Stock Is Wound Up, Ready to Advance in Early 2026
The technical setup is constructive. NVIDIA's stock has been consolidating and formed a bullish pennant, a continuation pattern that often appears within a longer-term uptrend. If confirmed, the pattern implies a move roughly equal to the preceding rally — about $90 (approximately a 50% upside) at the low end, and up to 100% at the high end. 
The technical picture is reinforced by the valuation outlook. NVIDIA currently trades at under 10X its 2035 earnings forecast, which suggests the stock could rise 100% to more than 200% by 2035 if consensus growth materializes.
A 100% advance would bring NVIDIA's 2035 valuation roughly in line with the broad market average on a current-year basis. If NVIDIA retains a blue-chip tech premium — for example, trading above 30X 2035 earnings — the upside could be closer to 200% by that year, assuming execution meets expectations.
Institutions Aggressively Accumulate NVIDIA Stock in Early Q1 2026
Institutional data from MarketBeat shows institutions aggressively accumulating NVIDIA. Institutions own about 65% of the shares and exhibited a buy-to-sell ratio of roughly $3.50 bought for every $1 sold on a trailing 12-month basis, rising to over $4.50 to $1 in early 2026. That accumulation provides a solid support base on pullbacks, limiting downside risk while providing a tailwind for any rally. In this setup, NVIDIA is likely to continue trading within its range until the upcoming catalysts — only a few weeks away — trigger a breakout.
Up 135% in the Past Year, Can Cameco Continue Its Run?
Authored by Jordan Chussler. Publication Date: 2/17/2026.
Key Points
- As investors continue to rotate out of tech, energy continues to dominate in early 2026 with a 21% YTD gain.
- While fossil fuels have recovered, nuclear energy is also fueling the rally as demand is forecast to double by 2040.
- After gaining 135% over the past year, analysts remain bullish on Cameco, with the stock receiving a consensus Buy rating.
- Special Report: [Sponsorship-Ad-6-Format3]
Since leading the market in 2021 and 2022, energy has become one of the S&P 500's most overlooked sectors. After stocks recovered from 2022's bear market, technology and communication services—home to five of the Magnificent Seven—have led the market each year.
In the three years since 2022, the energy sector posted losses of 1.3% and modest gains of 5.7% and 8.7%, respectively, trailing the broader market and finishing near the bottom of the 11 S&P sectors. Much of that underperformance reflected weaker global oil demand and a multi-year supply surplus.
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But after the Nasdaq hit an all-time high on Oct. 29, 2025, investors have been moving away from higher-risk, higher-volatility tech stocks and into lower-risk, defensive sectors. That ongoing flight to safety—fueled by worries about a broader correction in AI and software names—has coincided with surging natural gas prices, which has helped the energy sector.
As a result, energy is up about 21% year-to-date in 2026. While much of the bounce has been attributed to fossil fuels, an often-overlooked part of the sector—nuclear energy stocks—has helped energy outpace the market and most other S&P sectors.
The Nuclear Revival Propelling Cameco
Over the past year, mainstream excitement around a nuclear renaissance focused largely on pre-revenue companies in the small modular reactor (SMR) and nuclear fuel technology spaces.
Names such as NuScale (NYSE: SMR), Oklo (NYSE: OKLO) and Lightbridge (NASDAQ: LTBR)—and the idea of using SMRs to power AI data centers—grabbed headlines. Those stocks ran hard: Oklo, for example, rallied more than 521% between May and October 2025.
When some of those names later pulled back as investors locked in gains, nuclear's established players continued a steadier ascent. Cameco (NYSE: CCJ), the world's largest publicly traded uranium producer, is a prime example. The stock is up nearly 15% YTD and rose roughly 136% over the past year as global uranium demand rewarded companies with operating scale, resilient supply chains and stable customer relationships.
Founded in 1988 through a merger of the Saskatchewan Mining Development Corporation and Eldorado Nuclear Limited, Cameco's market capitalization has grown to about $49.25 billion. With global uranium demand forecast to increase roughly 28% by 2030 and to more than double current levels by 2040, the company remains a leading force in the nuclear industry.
That trend was on display when Cameco reported its full-year and Q4 2025 results on Feb. 13.
Cameco's Q4 Double Beat Is Indicative of the Path Forward
Last week, Cameco announced earnings and revenue that beat analyst expectations on both the top and bottom lines. Quarterly earnings per share (EPS) of $0.36 surpassed estimates of $0.29, while revenue of nearly $875 million—up 1.5% year over year—exceeded estimates around $782 million.
It was the company's second EPS beat in three quarters after a spell of missed expectations. Management's commentary suggests the company may have turned a corner, which could bode well for future gains given rising global uranium demand.
Bullish takeaways from Cameco's recent earnings call highlighted a disciplined contracting strategy that, by the end of 2025, resulted in roughly 230 million pounds of long-term commitments, including about 28 million pounds per year for the next five years.
The company is deliberately preserving some uncommitted supply to capture higher prices as demand grows. Additionally, Cameco's partnership with Westinghouse and involvement in a U.S. government initiative—backed by at least $80 billion—continue to advance deployments. Cameco expects its share of Westinghouse's adjusted EBITDA to be roughly $370 million to $430 million in 2026.
Those factors help explain why institutional investors and many analysts remain bullish on the stock.
What Wall Street Thinks of Cameco
Among 16 analysts covering Cameco, the stock carries a consensus Buy rating and an average 12-month price target just above $131, implying roughly 16% potential upside.
Institutional ownership exceeds 70%, with 733 buyers outnumbering 464 sellers over the past year. Buying activity in Q2, Q3 and Q4 2025 was the strongest seen in three years.
Meanwhile, bears have been largely absent. Short interest is 1.62% of the float—down about 17% month over month—and represents fewer than 7 million shares of the roughly 435.5 million shares outstanding.
According to TradeSmith, Cameco's financial health sits in the Green Zone, where it has remained for more than two months.
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