I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis.
I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God.
I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree.
Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons.
I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA.
While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon..
In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God.
We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987).
From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting.
Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982.
I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects.
In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston.
In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018.
Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia.
In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey.
As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova.
Love and God Bless,
Peter – aka RJ Hamster Jo hi
Regards, Ryan Fitzwater Publisher, Monument Traders Alliance
This ad is sent on behalf of Monument Traders Alliance. 105 W. Monument Street Baltimore, MD 21201. If you would like to optout from receiving offers from Monument Traders Alliance, please click here.
This offer is brought to you by StockGuru LLC. 2563 Cherry Hill Ln Hermitage, PA 16148. If you would like to unsubscribe from receiving offers brought to you by Stockguru click here. Stockguru LLC (dba InvestingDistrict), 2563 cherry hill ln, Hermitage, PA 16148, United StatesYou may unsubscribe or change your contact details at any time.
Buy This, Not That: Wall Street’s Backward AI Trade
SPONSORED
Gold Is Being Reintroduced Into the Monetary System
While the media focuses on political scandals, inflation and coming up with ridiculous acronyms “TACO”… Smart money is tracking a far bigger shift: a gold revaluation is quietly underway. Garrett Goggin, CFA, says this could trigger 100X moves in select miners — and he’s identified four with the biggest upside.
Every 23rd day, a powerful market anomaly occurs. Now, you can learn how to exploit it for potential payouts of as much as $9,550, $12,150, and even $18,400 within a month starting with as little as $5,000.
Shah Gilani is the Chief Investment Strategist of Manward Press. Shah is a sought-after market commentator… a former hedge fund manager… and a veteran of the Chicago Board Options Exchange. He ran the futures and options division at the largest retail bank in Britain… and called the implosion of U.S. financial markets (AND the mega bull run that followed). Now at the helm of Manward, Shah is focused tightly on one goal: to do his part to make subscribers wealthier, happier, and freer.
You are receiving this email because you subscribed to Total Wealth. To unsubscribe from Total Wealth, click here.
Need help with your account? Click here. Have a question or comment for the editor? Click here. Please do not reply to this email as it goes to an unmonitored inbox.
Nothing published by Manward Press, LLC should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation.
Any investments recommended by Manward Press, LLC should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.
Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of Manward Press, LLC, 14 West Mount Vernon Place, Baltimore, MD 21201.
AI Is Rewriting the Future of Patient Care — and Healthcare Triangle (NASDAQ: HCTI) Is Charging to the Front with a Transformational Acquisition and Global Expansion Strategy
Healthcare Triangle, Inc. (NASDAQ: HCTI) is rapidly evolving into a next-generation healthcare technology powerhouse as the company prepares to acquire Spain-based Teyame.AI, a rising star in AI-powered customer experience automation projected to hit $34 million in revenue next year.
This highly strategic move directly addresses the widening gap between sophisticated clinical systems and meaningful patient interaction — creating a platform where digital engagement is personalized, multilingual, always-on, and tightly connected to real clinical data.
Combining Teyame’s proven engagement technology with HCTI’s QuantumNexis AI engine and Ezovion hospital intelligence solution could give HCTI a dominant advantage in a healthcare market desperate for efficiency, automation, and better patient outcomes.
This is unfolding at a time when generative AI in healthcare is expected to grow more than 20-fold over the next decade, creating extraordinary opportunity for players already delivering real-world adoption.
With strong financial backing, global partnerships with AWS, Google, and Microsoft, and traction across major hospital networks, HCTI has built the foundation for significant scale and recurring SaaS-driven growth.
For investors searching for a high-potential entry point into the unstoppable healthcare AI revolution, Healthcare Triangle may be a stock to put on your radar.
This message is a paid advertisement for Healthcare Triangle, Inc. (NASDAQ: HCTI) from SmallCaps Daily and Interactive Offers. MarketBeat Media, LLC receives a fixed fee for each subscriber that clicks on a link in this email, totaling up to $12,500. Other than the compensation received for this advertisement sent to subscribers, MarketBeat and its principals are not affiliated with either SmallCaps Daily or Interactive Offers. MarketBeat and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither MarketBeat nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from MarketBeat to buy or sell any security. MarketBeat has not evaluated the accuracy of any claims made in this advertisement. MarketBeat recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding Healthcare Triangle, Inc. (NASDAQ: HCTI) on Interactive Offers’ website for additional information about the relationship between Interactive Offers and Healthcare Triangle, Inc. (NASDAQ: HCTI).
If you need help with your subscription, please contact MarketBeat’s South Dakota based support team at contact@marketbeat.com.
Time is running out! The final order deadlines for Christmas are fast approaching, check them below and place your order today to ensure delivery in time.
Art is the ultimate holiday gift, personal, meaningful, and timeless. Whether you’re surprising someone special or treating yourself, it’s the perfect way to celebrate individuality, spark joy, and create lasting memories. Shop GiftsHoliday Deadlines
GFL Environmental has recently mounted a comeback after declining for several months, thanks to pricing accelerations and EBITDA improvement, among other factors.
AerCap Holdings shares are trading near a 1-year high but still have room to grow as a result of strong sales, inventory, and cash management.
Despite a recent trading halt, Petrobras stock appears undervalued relative to other firms in the energy space.
A handful of mega-cap stocks tend to dominate investor attention—and to drive the S&P 500’s overall performance every year. But there’s still opportunity in the overlooked corners of the market. Investors aiming to uncover the next big winner should consider combining two key factors: attractive valuations and strong Wall Street support.
The three stocks below stand out on both fronts, delivering on value metrics while also garnering interest from analysts via a large number of bullish ratings and optimistic price target estimates.
A major shift is coming to the gold market — the world’s largest gold buyer is preparing to launch a new way for everyday Americans to invest in gold with a click, and when it goes live in 2026 it could unleash a wave of demand unlike anything we’ve seen. Garrett Goggin believes one $1.60 gold stock is positioned to be a prime beneficiary of this surge — a move where even a small price jump could mean a meaningful gain — along with several other miners set to ride the same trend.Click here to see the $1.60 gold stock and Garrett’s full list of recommendations
GFL Stock Rebounds as Analysts Project Growth in 2026
GFL Environmental Inc. (NYSE: GFL) is an environmental services company providing a variety of waste management and soil remediation services. By serving the residential, commercial, and industrial spaces, GFL maintains a broad portfolio of clients and steady business despite fluctuations in the wider market.
Still, external headwinds like commodity prices and economic factors impacting construction volumes have caused GFL shares to trend downward for much of the year, falling from July through November.
In recent weeks, though, the company has mounted a turnaround that has recovered much of that decline, and the stock is currently up marginally year-to-date (YTD).
The reversal may be due to the firm’s latest earnings report, which highlighted a record adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin of 31.6% and a 6.3% acceleration in pricing thanks to improved volumes.
GFL continues to expand its reach with a string of merger and aquisition (M&A) activity, and executives see up to $6.6 billion in annual revenue for 2025 after a recent increase to full-year guidance.
With a price-to-earnings (P/E) ratio around 7, GFL remains undervalued relative to its peers. This makes it a prime target for investors, as analysts expect massive growth—projecting nearly 83% in earnings growth in the coming year and about 28% in possible upside.
AerCap Stock Trades Near Highs But Remains Undervalued
Aircraft leasing and financing firm AerCap Holdings N.V. (NYSE: AER) caters to airline clients and other aviation customers globally. Despite trading near a 52-week high after climbing by more than 45% YTD, AER’s sub-7 P/E ratio may signal that the company is undervalued.
Shares flew higher in the last several weeks thanks to an excellent third-quarter earnings report, which highlighted AerCap’s impressive fleet and utilization above 99%.
The firm is well prepared for fluctuations in demand, as it is sitting on some 1,200 spare aircraft engines and has confirmed a spare-engine pool deal that solidifies its position for several years to come.
AerCap beat on both earnings per share (EPS) and revenue in Q2, the result of the sale of 32 aircraft for about $1.5 billion. The company increased its full-year adjusted EPS guidance following the record sales.
Cash management is key in AerCap’s industry, and the firm has also demonstrated its prudence in this area by achieving lower average debt costs. It’s no surprise, then, that eight out of 10 analysts have a bullish view of AER shares.
Petrobras Offers High Dividend Yield and Undervalued Shares
Petróleo Brasileiro S.A. (NYSE: PBR), known as Petrobras, is a Brazilian state-owned oil and gas firm. The company’s massive production in the third quarter allowed it to improve its adjusted EBITDA in spite of volatility in oil prices. Indeed, Petrobras has a uniquely potent combination of low production costs, an expanding portfolio of exports, and solid reserves.
For investors seeking a combination of value and passive income, Petrobras can deliver. The firm’s dividend has surged in recent quarters, and it maintains a sustainable payout ratio despite a massive dividend yield of 8%.
Meanwhile, its P/E ratio is under 6, making it competitively valued relative to many of its peers in the energy industry.
Investors should beware that in early December 2025 trading was halted on shares of PBR amid pending corporate news.
It’s worth keeping a close watch on these developments, as they may promote volatility in the near-term.
Still, PBR has a Moderate Buy rating overallbased on four Buy and three Hold ratings from Wall Street analysts, and a forecast of about 16% in upside going forward.
Thank you for subscribing to Insider Trades Daily, which covers the most recent insider buying and selling activity from Wall Street CEO’s, CFO’s, COO’s and other insiders.
If you have questions about your newsletter, please feel free to contact MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from InsiderTrades.com, you can unsubscribe.
Copyright 2006-2025 MarketBeat Media, LLC. All rights protected. 345 N Reid Pl., Suite 620, Sioux Falls, S.D. 57103. United States..
A New Leader at Six Flags: Is the Roller Coaster Over?
Written by Jeffrey Neal Johnson. First Published: 11/25/2025.
Article Highlights
John Reilly brings decades of operational experience to the helm of Six Flags and has received strong support from the board and major investors.
The strategic reset allows the company to prioritize capital investment in rides and attractions to drive higher attendance and guest spending.
Consumer demand remains resilient, as data shows guests are willing to pay higher prices for upcoming season passes despite market challenges.
Six Flags Entertainment Corporation (NYSE: FUN)has announced a major leadership change that investors are watching closely. On Nov. 24, 2025, the company named John Reilly as its new President and CEO, effective Dec. 8, 2025. Reilly succeeds Richard Zimmerman, who is stepping down after guiding the company through its recent merger.
The market reaction was immediate and positive. Following the announcement, shares of Six Flagsjumped roughly 7% in trading, suggesting Wall Street views the leadership change as a potential turning point for the entertainment giant.
After a difficult post-merger integration and a year-to-date (YTD) stock decline of about 70%, the arrival of an operational specialist signals a shift from uncertainty to focused execution. For value-oriented investors, experienced leadership combined with a depressed share price looks attractive.
The Fixer Takes the Helm
The appointment of John Reilly is more than a routine management change; it’s a deliberate move to bring in a specialist known for turning around theme park operations.
Reilly brings roughly 30 years of industry experience, most recently as CEO of Palace Entertainment and previously serving as interim CEO of SeaWorld Parks & Entertainment.
His tenure at SeaWorld is particularly relevant to Six Flags shareholders—he was credited with stabilizing operations during a turbulent period.
The Board of Directors, led by incoming Chair Marilyn Spiegel, said they sought fresh eyes to optimize the combined portfolio.
Legacy Six Flags parks have suffered from underinvestment and inconsistent maintenance. Reilly is viewed as well-equipped to address those issues, identify hidden inefficiencies, and drive margin expansion.
Importantly, this hire has the backing of the company’s most active shareholders. JANA Partners, an activist holding roughly 3.9%, issued a public statement applauding the appointment. When a board and major investors align on leadership, it reduces boardroom friction and lets management focus on creating shareholder value.
Clearing the Decks to Create a Value Play
To see why investors are optimistic, consider the financial backdrop Reilly inherits. In its third-quarter earnings report released in November, Six Flags reported a net loss of $1.2 billion. Much of that stemmed from a large accounting adjustment.
The company recorded a $1.5 billion non-cash impairment charge related to goodwill and intangible assets. In short, the company acknowledged that the value of legacy Six Flags assets on the books exceeded their current worth because of chronic underinvestment.
By taking this charge now, the company has effectively cleared the decks: it has acknowledged past overvaluations and reset the financial baseline, making future earnings comparisons easier.
With the bad news disclosed and largely priced in, the stock’s valuation becomes the focus for value investors. Trading in the $13–$14 range, Six Flags is near its lowest prices of the year. Yet the consensus price target among Wall Street analysts sits near $28.57, implying potential upside of nearly 98% from current levels if the turnaround is successful.
The Plan to Fix the Parks
Reilly’s core operational challenge is reversing the decline in guest spending. In the third quarter of 2025, the company reported mixed operational results that underscore the need for a strategic pivot:
Attendance: Rose slightly by 1% to 21.1 million guests.
Per-Capita Spending: Fell 4% to $59.08.
Admissions Spending: Decreased 8% to $31.48.
The spending decline reflects a shift in the attendance mix toward more season pass holders, who typically spend less per visit, and fewer single-day guests, who pay higher ticket prices. Reversing this trend requires making the experience feel more premium.
Six Flags plans to reallocate capital toward guest-facing upgrades—new rides, improved food offerings, and better aesthetics—while trimming administrative costs. This supports the merger’s original target of $200 million in savings within two years, a goal still within reach despite slower-than-expected integration.
Marketing is also being refreshed to modernize the brand. A high-profile example is a partnership with NFL star Travis Kelce, designed to reconnect with younger demographics and help shed the discount-chain image.
Early indicators suggest some resilience in demand for a premium product: sales of 2026 season passes are up 3% in revenue compared with the same period last year, despite a 5% increase in the average pass price. That suggests guests are willing to pay more if they perceive the experience is improving.
A New Era for FUN: Can Six Flags Deliver?
John Reilly’s appointment ends a period of pronounced uncertainty for Six Flags. With leadership in place, a cleaned-up balance sheet, and a clear mandate to fix operations, the company is positioned to pursue a recovery.
The road ahead remains challenging: the new CEO must manage substantial debt and complete a complex merger integration that has proven tougher than expected. Still, the market’s positive reaction indicates investors see a favorable risk-reward. A low entry price, significant analyst upside, and support from activist investors create an appealing opportunity for patient, value-minded investors. For them, the Reilly era may represent the best chance yet for the combined company to realize its potential.
Thank you for subscribing to Earnings360, a morning newsletter that summarizes quarterly earnings for public companies that trade on U.S. markets.
This email communication is a paid advertisement sent on behalf of Angel Publishing, a third-party advertiser of Earnings360 and MarketBeat.
If you need help with your subscription, please contact our U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from Earnings360, you can unsubscribe.
Trump’s $500 Billion Artificial Intelligence Infrastructure Initiative Could Drive These 5 Stocks Higher
Dear Reader,
It’s the end of the first calendar year of President Trump’s second term, and the results are clear. Markets are at record highs, and investors are pouring capital into the sectors most favored by his administration’s economic agenda.
At the center of this growth is Trump’s $500 billion artificial intelligence infrastructure initiative, a cornerstone policy driving major gains across banking, energy, and defense.
Our analysts have identified five companies best positioned to benefit from these developments. You’ll find them in our free report, 5 Best Stocks to Buy Under the Current Administration.
Inside, you’ll see:
A banking powerhouse expanding as deregulation deepens
An energy leader increasing production at record levels
A defense contractor capturing new federal spending
An immigration services firm gaining from border policy changes
A media company growing with the “Patriot Economy”
If you missed the early rally, this second phase of Trump’s economic resurgence could be your next opportunity.
Get your complimentary copy now before the next policy announcement moves these stocks again.
Download The 5 Best Stocks to Buy Under the Current Administration Report
By clicking ‘Download the Report’ you will subscribe to Wealth Creation Investing and will also receive a free subscription to Monument Traders Alliance
You are receiving this email because you subscribed to Wealthy Retirement. Wealthy Retirement is published by The Oxford Club.
To stop receiving special invitations and offers from Wealthy Retirement, please click here. Please note: This will not impact the fulfillment of your subscription in any way.
Questions? Check out our FAQs. Trying to reach us? Contact us here. Please do not reply to this email as it goes to an unmonitored inbox.
Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation.
Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.
Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, LLC, 105 West Monument Street, Baltimore, MD 21201.
It’s said that these are the three most important aspects of a property. This is especially true in the development of AI.
AI is an intrinsically “local” technology. With few exceptions, AI applications must operate in proximity to processing power – i.e., with some combination of cloud and edge computing.
So, proximity matters. Location matters.
And the semiconductor industry is taking the mantra to heart… and relocating back to the United States, where it first started. (In 1958, Jack Kilby invented the integrated circuit in Dallas, Texas.)
While U.S. companies dominate chip design, the physical manufacturing has been heavily concentrated in Asia, where most of the world’s fabrication (fabs) are located.
Taiwan leads the charge in global semiconductor output. South Korea, Japan, and China follow suit.
But now, a major American comeback is on the table. And it’s due in part to rising geopolitical tensions between two of those listed countries.
So, in today’s Smart Money, let’s take a closer look at the global factors driving the U.S. chip boom. Then, I’ll share the best way to capitalize on the coming “Made in America” trend.
The race for AI supremacy will determine the next superpower… And the White House isn’t leaving it to chance. In the past 90 days, the government has taken equity stakes in 3 small American companies critical to our technological future. Each stock surged 111%… 194%… and 211% after the announcements. Now, it’s happening again. Onecompany holds the key to keeping America ahead. The analyst whose firm identified all 3 previous government stakes BEFORE they happened believes THIS could be #4. See his urgent analysis here — before Washington makes it official.
China, Taiwan, and the Chip Crisis
Semiconductors are the “brains” of virtually all modern electronic devices. Almost anything with an on/off switch has at least one semiconductor in it.
Taiwan produces 70% of the world’s chips – not to mention a whopping 90% of the advanced chips used for AI databases, smartphones, and modern automobiles.
Its economy has been called the “most indispensable” in the world.
This is where China poses a major risk.
China and Taiwan have been in a state of political and military tension for roughly 75 years. And these tensions have increased significantly over the past year.
If China invades Taiwan, the consequences would be grim, not just for the U.S. but for the entire world. And China is ramping up the pressure in a big way.
On Monday, Beijing vowed to defend what it considers sovereignty over Taiwan, warning against external interference (the U.S. in particular). And Chinese President Xi Jinping recently ordered 153 warplanes to fly by Taiwan in one 25-hour period.
Now, Xi might just be flexing China’s muscles, but he’s also said that taking Taiwan by force is a “historical inevitability.” As a result, Taiwan is preparing for that inevitability by spending billions of dollars on advanced missile systems, fighter jets, and drones.
Obviously, Taiwan is taking the risk of invasion very seriously… and so are most semiconductor companies. That’s why there’s a huge push to bring semiconductor manufacturing back to the U.S.
In fact, Taiwan Semiconductor Manufacturing Co. (TSM) – the world’s largest contract chip manufacturer – is accelerating plans to build an advanced packaging facility at its Arizona site.
TSM is currently manufacturing wafers, the base of semiconductors, in Arizona. However, these wafers are shipped back to Taiwan for dicing, testing, and packaging.
That means chips labelled “Made in the U.S.” aren’t truly finished in the U.S. But the company’s plans for its Arizona-based packaging facility will allow it to package and test in the U.S.
TSM plans to make all-American chips a reality before 2030.
Now, this story isn’t a new one, especially when it comes to China. And neither is the opportunity to capitalize on it…
The “NMIC” Trend
Back in September 2020, I identified a new megatrend: “Made in America… Or at Least NOT Made in China.”
NMIC, for short.
As I said to my paid subscribers at the time…
“Made in China” is becoming both a political and supply-chain risk for numerous companies in the United States and elsewhere… [A] growing number of Western companies are moving to eliminate or reduce Chinese production from their supply chains, if they can do so responsibly and cost-effectively.
A shift to “Made in America” would be the optimal outcome for many of these companies, but the first order of business is simply to establish production that is “Not Made in China.”
Prior to the Covid-19 pandemic, America’s growing reliance on China-based production of numerous goods seemed mildly galling, but convenient.
Although we certainly didn’t like exporting manufacturing jobs overseas, we didn’t mind buying China-made goods for a fraction of what the U.S.-made equivalent would cost.
Then came the pandemic. Suddenly, we Americans discovered that we had become overly reliant on China for various products. Because of this realization, ramping up U.S. production of key raw materials and products became “priority #1” in boardrooms across America.
I realized that U.S. companies would reduce or eliminate Chinese production from their supply chains. So, I recommended Australia-based, rare-earths producer Lynas Rare Earths Ltd. (LYSCF).
Lynas is the largest producer of rare earth minerals outside of China, and the company a stood to benefit from the “NMIC” trend.
And boy, has it. Lynas has climbed as high as 700% since then.
The “Not Made in China” trend is gearing up again. But this time, the biggest opportunity lies in the “Made in America” half.
And it’s not just limited to the semiconductor industry.
I can say without hyperbole that tech firms, energy companies, drugmakers, automakers, and even entire countries have pledged to unleash a tidal wave of cash on our country.
Here’s why…
U.S. Soil Is Getting Richer
Trillions of dollars are earmarked to flood into our country over the next five years. Yes, trillions with a “T.”
InvestorPlace Senior Analysts Louis Navellier, Luke Lango, and I assembled a list of over 127 separate entities that have pledged to invest anywhere from $300 million to $1.3 trillion in the American comeback.
This list includes big-name tech companies like Amazon.com Inc. (AMZN) and Alphabet Inc. (GOOGL)…
To pharmaceutical giants like Eli Lilly and Co. (LLY) and Johnson & Johnson (JNJ)…
To automakers like Ford Motor Co. (F),blue chips like The Hershey Co. (HSY), and even companies you’ve most likely never heard of.
Sovereign nations are also getting in on the act. The United Arab Emirates, Qatar, Japan, and the European Union are pitching in at least $1 trillion apiece.
In the next few years, these powers will spend a grand total of $11.3 trillion to build and expand semiconductor plants, data centers, and more…
All on U.S. soil.
This is a brand-new, homegrown industrial revolution. It’s the American Dream 2.0.
And we’ll likely never see a revolution of this magnitude again. So, Louis, Luke, and I teamed up to identify 12 stocks that reflect the upside potential of this trillion-dollar homecoming.
And tomorrow, we’ll be releasing an additional bonus recommendation. It’s a San Jose, California-based firm that provides end-to-end manufacturing services for the optical, electronics, and mechanical industries.
It specializes in products that use printed circuit boards (PCBs), which include virtually all modern electronic devices.
So, this company is poised to benefit from the demand for American-made, AI-related hardware.
Manage your account We hope this timely investment research is valuable to you. As you know the markets move fast and conditions change frequently. So please check the current issue for the most recent advice. Please note that we cannot be liable for any missed bulletins caused by overzealous filters. To ensure that you continue to receive this valuable part of your service please take a moment to add services@exct.investorplace.comto your address book.
Marc Lichtenfeld Chief Income StrategistThe Oxford Club
P.S. Three tech billionaires are already positioning for this. One recently broke ground on a project that looks suspiciously like what I’m about to show you. See the evidence here.
Further Reading from MarketBeat
Wall Street Punished CrowdStrike for Beating Earnings? Seriously?
By Chris Markoch. Date Posted: 12/3/2025.
In Brief
CrowdStrike beat Q3 revenue and earnings estimates and posted record annual recurring revenue growth.
Shares dipped despite strong guidance, but analyst upgrades signal confidence in long-term momentum.
Rising demand for AI-driven security and customer adoption of new Falcon features support a bullish outlook for CRWD.
High-frequency traders sold CRWD stock immediately after the report, but the shares recovered the following day as investors had time to digest the details.
This isn’t a boom where everyone wins. It’s a transfer from one group to another—like railroads (1800s) and internet (1990s). Louis Navellier, who spent 46 yrs on Wall St., built the grading system institutions paid $24,000/yr for him to evaluate stocks with. Now, his system shows exactly where the $7 trillion is flowing. And it’s not AI.Click here for the full story.
Overall revenue of $1.23 billion topped the consensus of $1.22 billion. On the bottom line, CrowdStrike posted adjusted earnings per share (EPS) of $0.96, beating estimates of $0.94. The company also raised its fourth-quarter revenue guidance to a range of $1.29 billion to $1.30 billion, above the consensus forecast of $1.22 billion.
For Security-as-a-Service (SECaaS) companies like CrowdStrike, metrics such as annual recurring revenue (ARR) matter more to investors because they provide a line of sight into future quarters.
On that front, CrowdStrike delivered. The company reported new ARR of $275 million, up 73% year over year, and year-to-date ARR of $4.92 billion, up 23% year over year.
The Sell-Off Looks Like an Overreaction
Despite the favorable results, CRWD was down about 2.5% in mid-day trading the day after the report. In today’s high-speed trading environment, algorithms often react to specific headline numbers first and analyze later.
The stock initially fell more than 5.5% at the open, but buyers appeared to step in after investors had time to digest the report.
The AI Threat Is Real and Growing
Many technology stocks have been under pressure amid questions about the size of the opportunity created by artificial intelligence (AI). Those concerns may have contributed to CRWD’s recent pullback.
However, that view may be misplaced. On the conference call, CEO George Kurtz said the rise of an “agentic workforce” adds a new threat vector and expands the attack surface for AI.
Enterprises now must secure both a physical and an agentic workforce. CrowdStrike’s AI-native Falcon platform is, as Kurtz put it, “both the armor and intelligence layer that keep agentic identity secure.”
The report indicates many existing customers are adopting CrowdStrike’s new AI-driven features. This aligns with the company’s push to win enterprise customers looking to consolidate security operations or implement integrated cybersecurity solutions.
Higher Price Targets Are Bullish for CRWD Stock
Analysts reacted quickly to the results. The CrowdStrike analyst forecasts on MarketBeatshow at least 10 analysts weighed in the morning after the report; seven raised their price targets, and several lifted targets above the consensus price of $554.09.
This has been the case even as the stock faced pressure driven largely by valuation concerns. It’s too early to know whether CrowdStrike will grow into that valuation, but CRWD is showing signs that bearish momentum has stalled—suggesting the recent sell-off was driven more by profit-taking than a repudiation of the company’s business case.
Thank you for subscribing to The Early Bird, MarketBeat’s 7:00 AMnewsletter that covers stories that will impact the stock market each day.
This email content is a paid advertisement provided by The Oxford Club, a third-party advertiser of The Early Bird and MarketBeat.
If you need help with your subscription, please feel free to email MarketBeat’s U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from The Early Bird, you can unsubscribe.
Copyright 2006-2025 MarketBeat Media, LLC. 345 N Reid Place #620, Sioux Falls, South Dakota 57103. United States..