Dear Investor,
While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet.
I bet most investors missed it completely.
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…
Trump’s $200 Billion AI Chess Move
In June 2025, Trump secured a historic $200 billion investment in revolutionary chip technology.
Not the AI chips everyone’s buying.
Something much, much bigger.
Something that could make those chips OBSOLETE.
It’s called “wafer-scale computing.”
Instead of cutting silicon wafers into tiny chips, this technology uses entire dinner-plate-sized wafers as single super-computers.
The result? Processing power that’s 100X faster than current Nvidia chips while using 90% less energy.
And here’s what Wall Street doesn’t get:
While they’re obsessing over which AI software stock to buy next...
Three companies are quietly building the “Trillion Dollar Triangle” that could transform virtually every tech sector on earth.
- Company #1: Pioneered wafer-scale architecture that processes data faster than anything currently available
- Company #2: Has manufacturing precision to mass-produce these revolutionary chips
- Company #3: Eliminates the bottlenecks that plague current AI systems
When these technologies converge in the coming months, I believe today’s AI data centers will end up a thing of the past, like IBM’s old mainframes.
The Smart Money Is Already Moving
Big institutions aren’t waiting for CNBC to catch on:
- Vanguard: $101 billion positioned
- BlackRock: $82 billion invested
- State Street: $47 billion allocated
They understand this isn’t just faster computing.
It’s a complete rewrite of what’s possible.
Ignore the Chaos! Profit From the Revolution
Best of all, my research suggests that when a paradigm shift is this big, early investors have gotten rich regardless of market conditions.
I’ve seen this pattern play out for decades:
Phase 1: Disbelief (where we are now).
Phase 2: Acceptance
Phase 3: Panic buying at 10X prices
I’ve seen the biggest fortunes get made in Phase 1.
>> Get the three companies behind Trump’s AI revolution <<
To massive profits,
George Gilder
Editor, Gilder’s Technology Report
P.S. When Company #3 has its IPO in the coming months, the mainstream media will finally understand what’s happening. By then, early positioning opportunities vanish forever. Don’t get left behind.
What to Watch for in Meta's Earnings: 2026 CapEx and AI Updates
Reported by Leo Miller. Article Posted: 1/26/2026.
In Brief
- Shares of Meta Platforms have struggled since its last earnings report in October 2025.
- The company's 2026 capital expenditure guidance will be among the most-watched metrics in its Jan. 28 release.
- Analysts continue to see considerable upside in shares despite investor trepidation.
In Q3 2025, Meta Platforms (NASDAQ: META) reported results that disappointed investors, sending the shares down more than 11%. With the next report approaching, the Magnificent Seven company is under close scrutiny.
Meta will report on Jan. 28 after the market closes. While investors will be focused on Q4 2025 results, the stock's next move will likely hinge on the company's 2026 outlook. Here are the key factors that will shape that outlook.
Analysts Project ~20% Revenue Growth, Minimal EPS Increase
Buffett's Parting Gift to Berkshire Hathaway? (Ad)
The biggest tech investors have unloaded their top AI investments. Peter Thiel's fund dumped its entire $100 million Nvidia stake. SoftBank unloaded its entire $5.8 billion position. Perhaps the biggest signal is Berkshire Hathaway sitting on $382 billion in cash, more than Amazon, Microsoft, and Apple combined. Was this Warren Buffett's parting gift before stepping down? Four unstoppable market forces could upend the economy in the coming weeks. Any one could be devastating alone, but four at the same time would wreak havoc. The last time this played out was over 50 years ago, leading to a lost decade for stocks.
Watch the interview revealing these four market forces.At a high level, investors want Meta to meet or exceed analyst expectations for revenue and adjusted earnings per share (EPS). Analysts currently expect revenue of $58.3 billion, roughly 20%–21% growth, and adjusted EPS of $8.16, about 2% growth. In the prior two quarters, Meta grew faster than those rates on both metrics.
Meta is also expected to provide revenue guidance for Q1 2026; the company typically does not give full-year growth guidance. Analysts are projecting $51.3 billion in sales next quarter, or about 21% growth. Because revenue usually peaks in Q4 with seasonal holiday ad spending, a notable drop from Q4 to Q1 would not be alarming.
The growth rates of ad impressions delivered and price paid per ad will be key advertising metrics to watch. Growth of around 10% or slightly higher for each would be consistent with recent trends.
Expense Guidance Will Be Top of Mind
The most important number investors will watch is likely Meta's capital expenditure (CapEx) guidance for 2026. In Q3 the company signaled it expects materially higher spending in 2026.
When Meta initially guided $71 billion in CapEx for 2025, commentary suggested the figure could grow to well over $100 billion in 2026. That implication rattled markets, as many questioned whether prior AI investments justified such a large increase.
Analysts expect Meta to give a concrete CapEx range. If the range exceeds most forecasts, it could pressure the stock significantly.
It's unclear whether guidance will top expectations. Meta has used aggressive rhetoric about its AI ambitions, including the Meta Compute announcement, which outlines plans to build tens of gigawatts of data center capacity this decade. Since the last report the company has also signed energy deals totaling 6.6 GW of capacity, factors that could push CapEx higher.
Investors may take some comfort from the fact that Meta shares have fallen more than 13% since the last earnings report, which could limit near-term downside.
Total expense guidance, which excludes CapEx, will also be important. The range will indicate how hiring AI-focused talent and other initiatives are affecting Meta's overall cost structure.
CTO Touts New AI Models as Analysts Eye Upside
Beyond the numbers, investors will want updates on Meta's AI development. On Jan. 21 at the World Economic Forum, Meta's Chief Technology Officer Andrew Bosworth described the new AI models the company is using internally as "very good."
Although Bosworth did not name them, sources indicate Meta is working on two new models codenamed Avocado and Mango. Positive commentary about these internal models could lift investor sentiment, particularly since the firm's earlier LLaMA models have not broadly impressed the market.
Despite the recent decline in the stock, Wall Street analysts remain constructive. The consensus price target sits near $822, implying roughly 25%–27% upside.
Meta is playing the long game with AI. Whatever the market's initial reaction to the next earnings report, investors will need to decide whether the company still represents a compelling long-term opportunity.
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