Editor’s Note: Our colleague, the former $900 million hedge fund manager Larry Benedict, has discovered a way to make money from gold… WITHOUT buying a single ounce. Read on to learn more…

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Dear Reader,

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If you’re skeptical, I understand…

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• What Gold Skimming actually is — and why it works whether gold goes up or down.
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Regards,

Kim Moening
Host, Gold Skimming

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Today’s Exclusive Content

Why Lam Research Still Looks Like a Buy After a 300% Rally

Submitted by Sam Quirke. Article Published: 5/7/2026. 

Key Points

• Lam Research has surged almost 300% over the past 12 months, yet Wall Street still sees further upside ahead.
• Strong earnings, expanding margins, and accelerating AI infrastructure demand continue to strengthen the bull case.
• This week’s SpaceX-related reports have added another layer of excitement to an already red-hot momentum story.
• Special Report: Have $500? Invest in Elon’s AI Masterplan

In a field full of success stories, Lam Research Corporation (NASDAQ: LRCX) has emerged as one of the clearest winners of the AI boom. As of May 7, the stock was up almost 300% over the last 12 months, more than 70% year to date, and over 30% in the past month alone.

That has been great news for investors who have ridden the move from the beginning, but the stock’s one-way run, especially in recent weeks, may be making some investors cautious right now.

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Even so, Lam Research continues to attract fresh bullish attention. Strong earnings two weeks ago, growing excitement around AI infrastructure spending, and now new speculation tied to SpaceX’s ambitious semiconductor expansion plans have all added to the momentum. The result is a stock that has already soared into the proverbial stratosphere, yet analysts still argue the best may be yet to come. Let’s take a closer look at why.

Strong Earnings Confirmed the Bull Case

The biggest reason Lam Research continues to rally is that the company is no longer trading on hype alone. That may have been true a year ago, but investors are now seeing clear evidence that the underlying business is benefiting directly from the AI-driven surge in semiconductor demand.

Last month’s earnings report reinforced that view in a meaningful way. Revenue growth was strong, margins expanded, and management delivered exactly the kind of confident outlook investors were hoping for. More importantly, the company showed that demand for advanced semiconductor manufacturing equipment is continuing to accelerate as chipmakers race to expand AI-related production capacity.

This matters because Lam sits at the center of the semiconductor manufacturing ecosystem. The more aggressively companies invest in advanced chips, memory, and foundry capacity, the greater the demand for Lam’s equipment and technology.

Investors are increasingly recognizing that dynamic. As with many other companies MarketBeat has covered recently, Lam is no longer viewed as just another cyclical semiconductor stock. Instead, it is increasingly being treated as a direct infrastructure play on the AI boom itself. That distinction helps explain why the rally is continuing into May even after such enormous gains over the past 12 months.

The SpaceX News Adds Another Layer of Excitement

The other catalyst helping to fuel the latest leg of the rally came on Wednesday, May 6, in the form of reports surrounding SpaceX’s ambitious Terafab semiconductor project in Texas.

According to reports, SpaceX is planning a massive semiconductor manufacturing facility to produce its cutting-edge 2nm chips by the end of the decade, supporting its AI and robotics ambitions. Lam Research has reportedly emerged as one of the key equipment suppliers Elon Musk has contacted regarding the project.

Even though the details are still speculative, investors immediately saw the potential upside. And just as Intel Corp (NASDAQ: INTC) shares reacted earlier this week to news that Apple Inc (NASDAQ: AAPL) was considering them as a partner, Lam shares rose to fresh all-time highs.

This is exactly the kind of narrative that momentum investors love. It ties Lam Research directly to one of the hottest themes in the market while also linking the company to Elon Musk, AI, domestic manufacturing, robotics, and next-generation semiconductor infrastructure.

Whether the project ultimately reaches its full scale remains to be seen. Still, the fact that Lam is being associated with it at all further strengthens the perception that the company sits at the center of the AI infrastructure buildout.

The Rally Is Stretched, But the Trend Remains Strong

Investors should not ignore how extended the stock has become in the near term. A 300% rally over 12 months is extraordinary by any standard, and the latest leg higher has been especially aggressive.

Technically speaking, Lam Research is clearly overbought, and a period of profit-taking or consolidation would be completely normal after a move like this. Investors considering chasing the stock at current levels need to be realistic about that risk.

However, the broader setup still looks favorable. Importantly, analysts remain bullish despite the massive gains already seen. The likes of Deutsche Bank recently reiterated its Buy rating alongside a $325 price target, while Oppenheimer did the same, only with a $330 target.

For investors on the sidelines wondering whether it is worth chasing the stock at these levels, that matters, because it suggests Wall Street still sees meaningful upside ahead, even after one of the market’s strongest rallies. The stock may need time to cool off in the short term, but the bigger picture continues to point higher.

Lam Research appears well-positioned to benefit from a rare combination of strong execution, powerful industry tailwinds, and accelerating investor enthusiasm for AI infrastructure. And as long as companies keep racing to build the infrastructure powering the AI economy, Lam looks likely to remain one of the biggest winners.

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Today’s Exclusive Content

CPI Card Group’s Quiet Cash Machine Faces a Digital Reality Check

Submitted by Peter Frank. Article Published: 5/4/2026. 

Key Points

• CPI Card Group benefits from steady demand for physical payment cards despite digital payment growth.
• The Arroweye expansion boosted revenue but reduced net income due to acquisition and integration costs.
• Strong cash flow supports the business, though leverage and tariffs remain ongoing risks.
• Special Report: Have $500? Invest in Elon’s AI Masterplan

Remember paying with plastic? In this age of mobile payments and online shopping, CPI Card Group (NASDAQ: PMTS) certainly does—and its business is delivering record results.

It may not be a flashy fintech, but CPI makes something that still belongs in your wallet: the physical debit and credit cards banks hand to customers every day. And believe it or not, that business was booming last year, as the company generated a record $543.5 million in revenue and $60 million in operating cash flow, up 37% from the year before.

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How long this increasingly old-fashioned payment method can last is a question investors may be asking. For now, the business looks less exciting than dependable.

Record Revenue Highlights Durable Card Demand

In fact, CPI just posted the best revenue year in its history in 2025. This is a business that benefits every time a bank opens a new checking account, redesigns its card portfolio, or replaces a lost card. Someone has to make that piece of plastic, and CPI is one of the companies that does it.

Even as digital wallets dominate the headlines, underlying demand for physical cards has remained surprisingly durable. That’s good news for CPI. Last year, revenue at the company climbed 13% to $543.5 million, driven by an acquisition, contactless options, and instant issuance solutions. The company’s core debit and credit segment, in particular, grew 20% to $451.5 million.

The fourth quarter was especially strong. Revenue of $153.1 million represented a 22% year-over-year increase and marked a new quarterly record. Adjusted EBITDA for the quarter surged 34% to $29.4 million, a sign the company is becoming more efficient.

The market has taken notice. The company’s stock jumped more than 40% the day it reported earnings despite what some considered mixed results. Earnings per share for the fourth quarter came in at 77 cents, more than 50% higher than expected. Its shares are up more than 15% since the start of the year.

Acquisition Brings Expansion, But Pressures Earnings

A significant part of CPI’s growth story in 2025 was its $46 million, all-cash purchase of Arroweye Solutions, a specialist in on-demand digital card personalization. Arroweye helps banks and fintechs produce customized cards in smaller batches, faster than traditional manufacturing cycles allow. That’s especially valuable for the wave of challenger banks and small-business card programs that need a limited number of cards quickly.

The acquisition is already paying off. Within just eight months of ownership, Arroweye contributed $43 million in revenue to the debit and credit segment and added $6 million in adjusted EBITDA. Management has also suggested that additional integration synergies are still ahead as the company expands from a commodity card printer into a more diversified, software-enabled payments supplier.

While the acquisition contributed meaningfully to revenue, it did weigh on the bottom line. Full-year net income at CPI fell 23% from $19.5 million to $15 million. Both $6 million in acquisition and integration costs and a higher effective tax rate worked to drag down results.

Strong Cash Flow Offsets Rising Costs

Importantly, cash kept coming in. Operating cash flow reached $60 million, up 37% from 2024. That came in handy, as cash flow mostly offset the funding for Arroweye, the company said. For the year, free cash flow came in at $41 million, a 21% increase.

It’s worth noting, though, that the company’s net leverage ratio did rise slightly over the year to about 3.1 times adjusted EBITDA. For a company this size, that’s an important figure to watch. Unexpected drops in orders, further cost increases from tariffs, or additional strategic investments could make leverage more of a risk.

Market shifts also showed up in some of the numbers as CPI faced a few pressure points. The company’s prepaid debit segment came in at $93.6 million, a decline of 12% in 2025 after an unusually strong prior year. Serving the government benefits and reloadable card markets, the segment offers little clear sign of a meaningful near-term recovery.

Tariffs are another concern. CPI gets some card materials from overseas, and tariff costs reduced adjusted EBITDA by $4.4 million in 2025, the company said. The outlook for this year is no better, as it expects about $6 million in additional tariff-related expenses.

Despite those pressures, the company’s guidance points to steady, if unspectacular, growth for 2026. Revenue is expected to increase in the high single digits, adjusted EBITDA to rise in the low-to-mid single digits, and free cash flow to remain stable. Its net leverage ratio should fall back to between 2.5 and 3 times adjusted EBITDA, the company said.

Outlook Is For Steady But Modest Growth

At a company this size, analyst coverage remains unsurprisingly thin. Of the five analysts covering CPI, the overall rating is a Hold. Three analysts recommend a Buy, while one suggests Hold and one rates the stock a Sell. The average price target is $28.25, more than 60% higher than its current trading level.

Clearly, CPI is not a stock for everyone. It does not pay a dividend, so income investors will look elsewhere. The company carries leverage, operates in a niche of the financial sector that most of Wall Street ignores, and faces real questions about long-term demand.

But it just delivered record revenue and a 37% jump in operating cash flow, all while successfully integrating a strategic acquisition, and it has pledged to reduce leverage.

Assuming the world is not going fully digital anytime soon, card issuance remains a reality and a need. Physical cards for new accounts, cycle refreshes, and replacements for lost or stolen cards must come from somewhere.

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