Dear Fellow Investor,
The last time we saw a shift this big, the PC crushed the mainframe.
Companies that didn't adapt went bankrupt.
When smartphones hit, BlackBerry became a paperweight.
History is repeating itself.
George Gilder, the man who called both of those revolutions, says it's happening again.
Right now.
He's been tracking a new kind of super chip.
It uses a whole silicon disc as one giant brain instead of slicing it into tiny pieces.
The result?
Up to 100 times faster than today's best AI systems.
And it uses 90% less power.
Now, the companies building this aren't unknown startups.
Two are already public. One is about to IPO.
Gilder says once that IPO drops, Wall Street will finally catch on. And the chance to get in at today’s low price could vanish for good.
The AI data centers everyone's betting on right now?
They could be the next Blockbuster.
⇒ See Gilder's three picks before the IPO hits
Roger Michalski
Publisher, Gilder’s Technology Report
Domino's Pizza: Outlook for the Berkshire Holding After Q1 Drop
Reported by Leo Miller. First Published: 4/29/2026.
Key Points
- Berkshire Hathaway has stood by its position in Domino's Pizza for more than a year amid the stock's weak performance.
- Domino's shares took a significant tumble after the company's latest earnings report, as macro factors and competition hurt sales.
- Domino's is expanding while customers close down stores, but it is questionable whether the juice in this stock is worth the squeeze.
- Special Report: Elon Musk already made me a “wealthy man”
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) isn’t afraid to take stakes in companies the market has soured on. One of those names is Domino’s Pizza (NASDAQ: DPZ). Berkshire initiated a position in Domino’s during Q3 2024, purchasing 1.3 million shares.
Although the stock was essentially flat from that purchase through the end of 2025, Berkshire has since more than doubled its holding to over 3.4 million shares.
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Domino’s has started 2026 poorly, with shares down nearly 20%. Much of the decline followed the company’s latest earnings report, which sent the stock down almost 9% in a single day. After a difficult quarter, here’s where Domino’s stands going forward.
Domino’s Misses, Lowers Guidance for 2026
In Q1 2026, Domino’s reported revenue of $1.15 billion, slightly below expectations of $1.16 billion. Overall revenue rose 3.5% year over year. The larger miss was in adjusted earnings per share, which fell nearly 5% year over year to $4.13. Analysts had expected $4.29, which would have implied roughly a 1% decline.
U.S. same-store sales increased by just 0.9%, signaling that most of Domino’s growth came from new store openings rather than stronger performance at existing locations. While new stores are a legitimate growth driver, they don’t provide an “apples-to-apples” view of the underlying business—opening locations can boost sales without indicating improved performance at legacy stores.
Domino’s also lowered its full-year guidance. The company now expects same-store sales to grow by “low single digits” in both the U.S. and international markets, versus prior expectations of about 3% in the U.S. and 1%–2% internationally. While “low single digits” overlaps with those ranges, the updated language still reads as a downgrade because it allows for growth just above 0%.
Weak Consumer, Elevated Competition Hit Domino’s
Domino’s pointed to several headwinds. As the company noted, consumer sentiment has dropped to levels not seen since the COVID-19 pandemic. Even with Domino’s focus on affordability, weak consumer sentiment hurts restaurant demand and helps explain the tepid same-store sales — customers are simply ordering less often. That said, since the start of 2023 U.S. same-store sales growth has averaged roughly 2.3%, suggesting a recovery is possible if sentiment improves.
Competition has also intensified, with rivals promoting attractive deals in areas where Domino’s traditionally led. But those competitors face their own challenges: Pizza Hut (a Yum! Brands (NYSE: YUM) subsidiary) plans to close 250 stores in 2026, and Papa John's International (NASDAQ: PZZA) intends to shutter about 300 North American locations across 2026–27. By contrast, Domino’s plans to open more than 175 U.S. stores in 2026.
Lower-price competition favors scale: companies must offset lower sales per order with greater order volume to maintain revenue. Among the major pizza chains, Domino’s is the only one expanding its store base, which raises questions about how sustainably Pizza Hut and Papa John’s can match Domino’s price promotions while cutting locations.
Domino’s: Long-Term Value Doesn’t Equal Long-Term Outperformance
Domino’s has grown free cash flow at a compound annual rate near 16% since Q1 2023. Its current valuation, however, implies long-term free cash flow growth of less than half that rate. Free cash flow rose faster than revenue because the company delivered significant margin improvement; its free cash flow margin is up roughly 400 basis points since Q1 2023, despite modest top-line growth in 2024 and 2025.
As a leader in a mature pizza market, Domino’s is unlikely to sustainably generate growth materially above recent trends. That makes continued margin expansion critical to the stock’s upside. Domino’s low-price positioning and continued store openings support the potential for further margin gains.
The MarketBeat consensus price target for Domino’s is near $421, implying more than 20% upside. Targets were revised down following the earnings report, with the average of immediate updates around $407.
There appears to be value in Domino’s shares, but given the company’s position in a mature industry, it seems unlikely the stock will materially outperform the S&P 500 Index over the long term at current prices. It will be worth watching how Berkshire Hathaway manages its Domino’s stake in the coming quarters, with Warren Buffett now retired.
Amazon Takes a Bite Out of Hims: What Its GLP-1 Entrance Means
Reported by Leo Miller. First Published: 4/28/2026.
Key Points
- After Hims reached a key deal with Novo Nordisk, Amazon rained on the company's parade.
- Amazon is launching its own weight management platform, offering popular GLP-1s.
- Amazon's cost and delivery advantages put Hims in a difficult competitive position.
- Special Report: Elon Musk already made me a “wealthy man”
GLP-1 seller Hims & Hers Health (NYSE: HIMS) has experienced significant volatility recently. Despite a 41% single-day surge in early March, HIMS remains down nearly 10% in 2026. That spike followed a new collaboration between Hims and Novo Nordisk A/S (NYSE: NVO), the maker of Wegovy.
Under the deal, Hims no longer needs to sell copycat versions of Novo’s weight-loss and diabetes drugs. Novo will allow Hims to sell branded versions of its Ozempic and Wegovy injectables, as well as the Wegovy pill, and Novo dropped its lawsuit against Hims. With Novo’s GLP-1 revenues under pressure, Hims will act as an additional sales channel for the company.
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Click here to find out what it is.But Hims now faces competition from one of the largest consumer companies in the world: Amazon.com (NASDAQ: AMZN). In mid-April, Amazon added a weight-management offering to its One Medical platform, a move that pushed HIMS shares down about 4%. Here’s how Amazon is positioning itself and what it could mean for Hims going forward.
Amazon Enters the GLP-1 Market Through One Medical
Amazon says the Wegovy pill and the Foundayo GLP-1 pill will be available through One Medical. Foundayo is Eli Lilly and Company’s (NYSE: LLY) recently approved oral GLP-1, known clinically as orforglipron. Cash-pay prices for the pills start as low as $149 per month, which is in line with Hims' pricing.
Amazon will also offer injectables for Wegovy and Zepbound (Lilly’s popular weight-loss injectable). Cash-pay prices for injectables start at about $299 per month through One Medical. While Zepbound’s cash price matches Hims, Hims advertises Wegovy injectables starting at $199.
Both Hims and One Medical require a membership. On this front, Amazon has a clear edge: Amazon Prime members can add a One Medical membership for $9 a month or $99 per year, compared with Hims' membership, which is $39 for the first month and $149 thereafter.
Amazon is also offering same-day GLP-1 delivery to nearly 3,000 cities, with plans to expand to 4,500 cities by the end of 2026. By contrast, Hims notes delivery times of “as early as two days to a week.”
Lower Cost and Faster Delivery: A Clear Challenge for Hims
Amazon’s lower membership fee and faster delivery give it clear consumer advantages, even if Amazon isn’t explicitly trying to undercut Hims on drug pricing. For example, an injectable Wegovy prescription for an Amazon Prime member would cost roughly $3,700 per year before taxes on One Medical, versus over $4,000 on Hims. For injectable Zepbound the gap is wider — about $3,700 annually on One Medical compared with more than $5,000 at Hims. Delivery speed could also be materially faster with Amazon.
That presents a serious competitive challenge. The two firms offer similar products and services at different effective prices, and with an estimated 180.1 million Amazon Prime members in the U.S., One Medical’s reach could sway a large portion of consumers.
Moreover, an Amazon Prime membership currently costs $139 per year, so customers joining Prime primarily to access GLP-1s through One Medical could still pay less overall than choosing Hims.
That said, it is not guaranteed consumers will switch. Hims has built a substantial customer base — over 2.5 million subscribers — and is growing quickly. Sales reached $2.35 billion in 2025, up 59% year over year, although analysts expect growth to moderate to roughly 16% in 2026.
Hims has faced competition before from numerous entrants into the telehealth and wellness space, but none with the scale and logistics capabilities of Amazon.
Outlook: Greater Competition and Mixed Analyst Sentiment
It will likely take several quarters to determine whether Amazon’s One Medical push meaningfully impairs Hims' growth. Hims’ next earnings report will cover Q1 2026, before One Medical’s GLP-1 launch. Still, given Amazon’s size and retail advantages, the long-term competitive risks to Hims are real.
Analysts remain divided on Hims stock. MarketBeat currently tracks 13 Hold ratings, four Buys and one Sell.
The MarketBeat consensus price target near $32.50 implies about 10% upside. However, targets updated after Hims’ February earnings report are less optimistic, averaging roughly $26.30 — about 10% downside.
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