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
Insiders Buy 3 High-Risk Stocks—Here's What's Driving the Moves
Written by Leo Miller. Article Published: 2/9/2026.
Key Points
- Insiders are buying into GME, USAR and UA, providing interesting signals around these risky names.
- GameStop's CEO is outlining his intentions to make a big splash, and receiving support from famed investor Michael Burry.
- USA Rare Earth is orchestrating funding for its mine-to-magnet ambitions, and receiving insider purchases.
- Special Report: [Sponsorship-Ad-2-Format3]
When it comes to analyzing insider trades, investors should keep several important nuances in mind. For example, insider sales can often appear alarming until one realizes they were made under a predetermined Rule 10b5-1 plan. Because insiders must schedule these trades far in advance of their execution, they don't provide a clear bearish signal.
Meanwhile, insider buying tends to be a much better indicator for investors. As famed asset manager Peter Lynch once said, "Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise."
This makes me furious (Ad)
I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement.
To that end, let's break down the recent insider buys and the news surrounding three high-risk names: GameStop (NYSE: GME), USA Rare Earth (NASDAQ: USAR), and Under Armour (NYSE: UA).
Insiders and Michael Burry Buy GME Amid CEO's Bold Statements
GameStop has been in and out of financial headlines for years, most famously tied to the "meme-stock" phenomenon.
Recently, CEO Ryan Cohen gave an interview to the Wall Street Journal in which he said he wants to acquire a major public company to turn GameStop into a much larger firm. The company reportedly has $8.8 billion in cash, cash equivalents, and marketable securities available to help finance an acquisition.
Details are scant, and Cohen acknowledged the uncertainty: "It's ultimately either going to be genius or totally, totally foolish." Despite that uncertainty, insiders and outside investors are buying GME shares.
Three insiders purchased a total of nearly $11 million in shares from Jan. 20 to Jan. 23.
"Big Short" investor Michael Burry has also been buying GME. While this insider activity is a positive signal, betting heavily on GameStop remains risky—especially since almost all of the recent insider purchases came from Cohen himself.
USAR Insiders Make Purchases After Key Funding Announcements
USA Rare Earth has also seen notable insider buying. Two insiders purchased about $2.17 million worth of shares on Jan. 29. Those buys came days after the company announced a non-binding letter of intent (LOI) with the U.S. Department of Commerce. The LOI could provide USAR with up to $1.6 billion in government support, $1.3 billion of which would be a secured loan.
However, the agreement has not been finalized.
USAR has also secured $1.5 billion in private financing intended for building out its rare-earth mine-to-magnet value chain. Currently, MP Materials (NYSE: MP) is the only U.S. company with a scaled rare-earth mining operation, a position USAR aims to challenge.
Given the strategic importance of rare-earth magnets to many technology companies and national defense, government engagement with USAR is logical.
Insiders buying shows confidence in the company's prospects, but with significant volatility and government funding still unfinalized, USAR remains a high-risk stock.
Under Armour Sees Over $200 Million in Insider Buys
Finally, the seemingly forgotten apparel brand Under Armour has attracted large insider purchases. Since late December 2025, major shareholder Prem Watsa — through subsidiaries of Fairfax Financial Holdings Limited, where he is CEO — has bought a substantial number of Under Armour shares.
In total, Watsa purchased about $219 million of Under Armour shares from late December through early February. Those purchases follow roughly $1 million of insider buys by three individuals in August 2025.
Those moves were rewarded on Feb. 6, when shares jumped more than 19% after Under Armour's latest earnings report, which beat sales expectations and delivered an adjusted earnings-per-share surprise.
Still, Under Armour's outlook is mixed. Much of the EPS beat was driven by a one-time tax benefit. The stock trades at a steep forward price-to-earnings ratio of about 59x, the company has posted negative sales growth for 11 consecutive quarters, and it expects sales to decline again next quarter. Those factors may give investors pause about its premium valuation.
Insider Buys: Positive Indicators, But Not Gospel
These insider purchases provide encouraging signals from each firm's key insiders, but they are only one indicator investors should consider. Insiders can be wrong, and their buys should be weighed alongside company fundamentals, valuation, and the broader market context before making investment decisions.
3 Giants With Solid Yields Lifting Their Dividends Higher
Written by Leo Miller. Article Published: 2/20/2026.
Large companies with solid to high dividend yields are boosting payouts. This includes major names in utilities, real estate, and restaurants. Here's the dividend news on these stocks, each with yields above 2.5%.
NEE: United States Top Utility Company Boosts Dividend After Strong 2025
NextEra Energy (NYSE: NEE) is one of the largest electric power and energy infrastructure companies in North America. In fact, with a market capitalization near $190 billion, NextEra is the largest utility by market value in the United States. The company generates the majority of its revenue and profit through operating Florida Power & Light (FPL), which serves about 12 million people.
Its NextEra Energy Resources (NEER) segment develops and operates energy infrastructure across 44 states and parts of Canada, focusing on renewable, nuclear, natural gas and battery storage facilities.
This makes me furious (Ad)
I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement.
Key Points
- Three stocks with dividend yields approaching as high as 4% just announced their latest round of increases.
- NEE announced a significant dividend increase, with shares of one of the U.S.'s top energy providers off to a strong start to 2026.
- PLD, a key Amazon logistics partner, lifted its dividend and expects accelerating bottom line growth in 2026.
- Special Report: [Sponsorship-Ad-2-Format3]
The stock performed well in 2025, delivering a total return of over 15%, and shares are already up another 15% in 2026. NEE's 8% adjusted earnings per share (EPS) growth in 2025 exceeded the high end of its guidance, with both FPL and NEER seeing strong momentum. With Florida's population rising and NEER holding a nearly 30-gigawatt backlog, the company believes it can sustain 8% or higher annual adjusted EPS growth through 2032.
On Feb. 13, NEE raised its quarterly dividend by 10% to approximately $0.62 per share. NEE will pay the next dividend on March 16 to shareholders of record as of Feb. 27. That gives the stock an indicated dividend yield near 2.7%. The company expects to continue boosting payouts, targeting dividend growth of about 6% annually from the end of 2026 through 2028.
PLD: Massive REIT Lifts Dividend, Putting Yield at 3%
Next up is Prologis (NYSE: PLD), a leading industrial real estate investment trust (REIT). With a market capitalization near $130 billion, Prologis is the second-largest stock by market value in the United States real estate sector. The company generates around 85% of its net operating income from facilities in the United States, with the remainder from international operations. It leases warehouses and logistics sites to companies handling business-to-business distribution and to firms providing e-commerce and retail fulfillment.
Notably, Prologis's largest customer is Amazon.com (NASDAQ: AMZN). Still, its customer base is highly diversified: the top 25 customers account for only 22% of total net effective rent.
Prologis shares returned an impressive 25% last year and are up about 10% so far in 2026. Core Funds From Operations (FFO) rose 4.5% to $5.81, a positive rebound after a decline in 2024. The firm's 2026 guidance points to another solid year, with Core FFO growth expected to accelerate to roughly 5%, based on midpoint figures.
On Feb. 12, Prologis increased its annualized dividend by 6% to $4.28 per share. The company plans to pay a $1.07 quarterly dividend on March 31 to stockholders of record at the close of business on March 17. That yields PLD shares at approximately 3% on an indicated basis.
QSR: High-Yield Restaurant Stock Increases Dividend Again
Finally, Restaurant Brands International (NYSE: QSR) is one of the largest quick-service restaurant companies globally, owning Tim Hortons, Burger King and Popeyes. With a market capitalization near $32 billion, QSR ranks among the ten most valuable U.S. restaurant stocks.
QSR produced a modest 9% total return in 2025, and shares are up about 1% so far this year. Much of the underperformance stemmed from missing its long-term comparable-sales growth target: comparable sales rose 2.4% for the full year, below the firm's 3% goal. Management called 2025 a "low point" and expects growth to accelerate in 2026.
On Feb. 12, QSR announced a 5% dividend increase, raising its quarterly payout to $0.65 per share. The new dividend will be paid on April 2 to shareholders of record at the close of business on March 19. The stock now carries an indicated dividend yield of about 3.8%, making QSR the highest-yielding large-cap name in the U.S. hotels, restaurants and leisure industry. QSR has increased its dividend for 14 consecutive years.
Highlight Stock: NextEra Energy
NEE, PLD and QSR are all returning more capital to shareholders. Among them, NextEra stands out: FPL provides strong, stable cash flow, while NEER offers upside from energy expansion (albeit with greater volatility). With analysts projecting U.S. electricity demand to rise about 25% by 2030, NEE appears to have a solid runway for long-term growth.
This email message is a sponsored email sent on behalf of Eagle Publishing, a third-party advertiser of MarketBeat. Why was I sent this email?.
If you need assistance with your newsletter, feel free to email MarketBeat's South Dakota 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.
Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Place, Suite 620, Sioux Falls, South Dakota 57103-7078. USA..
No comments:
Post a Comment