Dear Reader,
I just bought 10,000 shares of a little $5 company…
And I suggest you do the same.
I think it could be a fantastic opportunity (as I explain here.)
Similar to when I put $50k into a little-known mining company back in 1995…
Then cashed out 3 years later for about $1.3 million.
Get the details here… then decide for yourself.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. I first developed a relationship with the President when he spoke at my FreedomFest conference.
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And I quickly learned that he does not want the United States dependent on foreign nations for our resources.
That’s why I’m convinced his administration will take a stake in this one company.
It is the ONLY company in America capable of providing a crucial resource… 80% of which is controlled by Russia, China, and Indonesia.
Here’s the whole time-sensitive story.
Micron's New Moat: The AI Memory Supercycle
Submitted by Jeffrey Neal Johnson. Originally Published: 3/5/2026.
Key Points
- The demand for High-Bandwidth Memory to power artificial intelligence has created immense pricing power for a limited number of key suppliers.
- Micron's recent earnings and forward-looking guidance point to unprecedented profitability, driven by record-setting gross margins.
- The company is making substantial investments in global manufacturing to meet what it sees as sustained, long-term demand from the AI infrastructure build-out.
- Special Report: [Sponsorship-Ad-6-Format3]
In a market where many high-flying technology stocks are under intense scrutiny and facing heightened volatility, semiconductor giant Micron Technology (NASDAQ: MU) is separating itself from the pack. Micron's stock has surged more than 340% over the past year, outpacing broader market gains and signaling a material shift investors are starting to notice.
The story of the artificial intelligence (AI) revolution is evolving. While much of the attention has focused on makers of powerful graphics processing units (GPUs), the industry's key bottleneck has quietly shifted to the advanced, high-speed memory those GPUs require. That change places Micron squarely at the center of the next phase of the AI hardware boom.
Why AI's Thirst for Memory Is a Golden Opportunity
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In 2000, I warned Barron's that a popular dot-com stock was headed for trouble. It dropped 90%. Now I'm making the opposite call on that same company: buy it now. This stock has become the lifeblood of AI data centers, yet almost no one has caught the story. While the media focuses on AI chip wars, they've missed this company's essential role in building out data centers. Their hardware is so critical that a single building uses enough of it to stretch around the world eight times. If you own Nvidia, you might want to pivot. If you missed Nvidia, this is your second chance at the AI data center buildout happening worldwide.
See the under-the-radar play fueling AI data centersTraining and running sophisticated AI models is among the most computationally intensive tasks in modern computing. GPUs provide the processing power, but their performance depends on how quickly they can access data. High-Bandwidth Memory (HBM) is the high-speed data highway that keeps those GPUs fed. Think of a GPU as a world-class factory: HBM is the logistics network that delivers the raw materials (data) fast enough to keep production lines running at full speed. Without sufficient memory bandwidth, AI systems slow dramatically.
That essential role has turned HBM into a valuable prize. The market is a tight oligopoly — Micron, SK Hynix and Samsung (OTCMKTS: SSNLF) are the only major suppliers capable of producing HBM at scale. This limited supply of a mission-critical component has given Micron notable pricing power, a trend now visible in its financial results.
In its first fiscal quarter of 2026, Micron reported earnings per share (EPS) of $4.78, well above analyst expectations of $3.77. But the company's outlook for the second quarter makes the opportunity more evident.
Management is guiding toward record revenue of $18.7 billion and an exceptional gross margin of roughly 68%.
For context, that margin far exceeds typical levels in the historically competitive memory market and points to an unusually profitable period. Demand is so strong that Micron's entire 2026 HBM allocation is already sold out under fixed-price, fixed-volume contracts, which helps insulate a significant portion of its revenue from short-term market swings.
How Micron Is Building a Long-Term Moat
Maintaining this level of performance requires more than a single product—it requires a long-term strategy. Micron's recent initiatives indicate it is aggressively building a moat to protect and expand its position. The company plans to ramp capital expenditures to about $20 billion for fiscal 2026, a sizeable commitment that suggests management views current demand as the start of a durable AI-driven supercycle.
That investment is financing a multi-pronged global expansion. With support from the U.S. CHIPS and Science Act, which helps de-risk these long-term projects, Micron is building next-generation fabs in Idaho and New York. These facilities will increase capacity while strengthening the domestic semiconductor supply chain. The company has also begun commercial production at a new assembly and test facility in India, further diversifying its manufacturing footprint.
Although the memory industry has historically been cyclical, the demand generated by AI infrastructure appears more structural and sustained. Management expects memory supply to remain substantially short of demand through and beyond 2026. By investing billions now in geographically diverse, advanced capacity, Micron aims to meet that long-term demand and reinforce its role as a key pillar of the AI ecosystem.
Positioned for Profit in the Next Phase of AI
Micron's recent outperformance is not accidental; it reflects a strategic position at the intersection of technology and surging demand. The computational needs of modern AI have created a hardware bottleneck that has shifted to high-performance memory, and Micron is converting that constraint into a financial advantage.
Its leading position in the HBM market, unusually high profit margins and a forward-looking capacity-expansion plan support a case for sustained growth. For investors seeking exposure to the next crucial stage of the AI revolution, Micron has positioned itself as a vital — and highly profitable — tollbooth for the infrastructure that will power future AI advances.
Ziff Davis's $1.2B Deal: A Masterclass in Unlocking Value
Submitted by Jeffrey Neal Johnson. Originally Published: 3/4/2026.
Key Points
- Ziff Davis's strategic sale of its Connectivity division instantly validated the company's belief that its assets were significantly undervalued by the market.
- A massive cash infusion from the sale provides the company with enormous resources to accelerate its shareholder-friendly stock buyback program.
- The company emerges from the deal as a more focused digital media powerhouse with a streamlined portfolio of leading brands in high-value categories.
- Special Report: [Sponsorship-Ad-6-Format3]
On March 3, 2026, the market received a powerful reminder that immense value can hide in plain sight. Shares of digital media company Ziff Davis (NASDAQ: ZD), which had been trading in a frustratingly sideways pattern for months, suddenly ignited. The stock traded as much as 74% higher that day — a move not driven by speculation but by a decisive, transformative catalyst: the announcement of a definitive agreement to sell its Connectivity division to consulting giant Accenture (NYSE: ACN) for $1.2 billion in cash.
For some time, company leadership had argued that the stock was trading at a significant discount to the true value of its diverse portfolio of brands. The market, it appeared, hadn't been fully valuing the sum of its parts. This single, strategic transaction not only proved management's point but also fundamentally altered Ziff Davis's future: the deal reshaped the company's structure, bolstered its balance sheet with cash, and posed an important question for investors — what does a leaner, richer Ziff Davis look like going forward?
The Ultimate Value Play: A Plan Comes to Fruition
Buy This Stock Now (Ad)
In 2000, I warned Barron's that a popular dot-com stock was headed for trouble. It dropped 90%. Now I'm making the opposite call on that same company: buy it now. This stock has become the lifeblood of AI data centers, yet almost no one has caught the story. While the media focuses on AI chip wars, they've missed this company's essential role in building out data centers. Their hardware is so critical that a single building uses enough of it to stretch around the world eight times. If you own Nvidia, you might want to pivot. If you missed Nvidia, this is your second chance at the AI data center buildout happening worldwide.
See the under-the-radar play fueling AI data centersThe stock's surge was the culmination of a deliberate strategy. In late 2025, CEO Vivek Shah told investors the company was trading at a meaningful discount to intrinsic value and had engaged advisors to explore strategic options. That statement signaled management's intent to unlock value within the conglomerate. The sale of the Connectivity division was the execution of that plan.
The most compelling proof of this valuation disconnect is straightforward but striking. The day before the announcement, Ziff Davis's entire market capitalization was roughly $1.05 billion — less than the $1.2 billion cash price paid for the Connectivity division. That gap vividly illustrated how the market had undervalued the company's assets.
The Connectivity portfolio was no small piece of the business; it includes globally recognized and essential internet infrastructure brands. These include Ookla's Speedtest, the go-to service for millions who check their internet performance daily, and Ekahau, a leader in Wi‑Fi network design. Accenture's willingness to pay a premium underscores the strategic importance of network intelligence as enterprises build out AI-driven capabilities. Ziff Davis didn't just sell a division — it monetized a crown jewel for a price the market had failed to recognize.
A Mountain of Cash and a Clearer Mission
With a $1.2 billion cash infusion, Ziff Davis is now well positioned to reward shareholders. The company has a history of using cash flow to repurchase shares, having deployed approximately $109 million for buybacks through the third quarter of 2025. The proceeds from the sale provide substantial firepower to accelerate that shareholder-friendly strategy. A robust buyback program benefits investors in several ways:
- Increased Ownership: With fewer shares outstanding, each remaining share represents a larger piece of the company and its future earnings.
- Higher Earnings Per Share (EPS): Reducing the share count can mechanically boost EPS, a key metric that often drives stock prices.
- Management Confidence: Active repurchases signal leadership's conviction that the shares remain undervalued, even after the recent surge.
Beyond capital returns, the company itself is now a more focused and transparent enterprise. The new Ziff Davis is a streamlined digital media powerhouse built on a portfolio of iconic brands that lead their categories. This simpler structure makes it easier for investors to assess the core business's growth drivers. Key assets remaining include:
- Gaming & Entertainment: Home to IGN, one of the world's leading destinations for gaming and entertainment news and reviews.
- Technology & Shopping: Featuring CNET, a trusted source for tech reviews, and RetailMeNot, a major player in the online retail savings and deals landscape.
- Health & Wellness: Led by Everyday Health, this segment was a standout in Q3 2025, posting 12.7% revenue growth driven by solutions for pharmaceutical and digital health markets.
A New Chapter of Value Creation
The sale of the Connectivity division was more than a one-time event; it was a decisive move that materially improved the investment case for Ziff Davis. It validated management's long-held view of the company's intrinsic worth, corrected a major market inefficiency, and equipped the business with resources to more aggressively pursue shareholder value.
The narrative has shifted from unlocking hidden value to growing what remains. The market has forcefully recognized the worth management sought to reveal. Going forward, investors will be watching how the streamlined portfolio of iconic digital brands performs and how effectively the company deploys capital — whether through buybacks, reinvestment in organic growth, or strategic acquisitions — to sustain and build on the recent re-rating.
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