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Sponsored content from Chaikin Analytics
Editor's Note: Please read the following note from 60-year Wall Street legend Marc Chaikin, who recently held an emergency briefing at 4 World Trade Center to share a shocking development at an AI lab Time magazine calls "the most disruptive company in the world."
Dear Reader, One of the world's most powerful tech companies just accidentally leaked an extraordinary 512,000 lines of source code across nearly 2,000 internal files... And exposed a new AI breakthrough that could change America forever. You see, when I examined this code, I saw something that few others had noticed... A hidden mechanism that could create extraordinary wealth for savvy investors... and financial turmoil for everyone else. The source code refers to it as Project Tengu. And you can find its fingerprints on many of the biggest stories of 2026. From the $1 trillion tech wipeout in February and the ongoing waves of layoffs... To the military conflicts in Venezuela and Iran, and NASA’s space exploration efforts... It all traces back to this Tengu initiative. No wonder Time magazine recently crowned the lab behind it "the most disruptive company in the world." However... if what I've discovered about this code is correct... On June 16, it could trigger an explosive sea-change that will make its past moves sound trivial in comparison. This could spark a 42-fold investment boom, impact $500 trillion in global wealth, and make investors in this company a great deal of money. This firm (not SpaceX or OpenAI) is planning to go public as soon as this year... But if you want to get a jump on the masses and invest in it ahead of its potential trillion-dollar IPO, I've identified a "backdoor" into this startup that's currently trading for less than $40 a share. And it recently experienced the same proprietary signal that appeared before Nvidia, Apple, and Tesla soared dramatically. This firm's technology is the "secret weapon" of the most powerful people in tech and finance...
- Mark Zuckerberg
- Ray Dalio
- Goldman Sachs CEO David Solomon
- And even Nvidia CEO Jensen Huang who called it "incredible."
Right now, you have a chance to invest in this company before it reshuffles the global power structure as soon as June 16. I'm sharing the name and ticker symbol of this pre-IPO opportunity in an emergency briefing in the heart of the financial district – the 50th floor of 4 World Trade Center. I filmed this presentation here because this company's Project Tengu initiative could make New York – and our country at large – become unrecognizable. And if you can only buy ONE stock that could profit from this $500 trillion technological shift... I strongly recommend you make it this one. For all the details... Click here to see this little-known "backdoor" into what could become the biggest AI game-changer to date. Regards, Marc Chaikin
Founder, Chaikin Analytics P.S. In my view, this is the biggest and most important potential IPO of 2026. And I say that not because its annual revenues have already surpassed both OpenAI and SpaceX... Or because its sales have grown by an extraordinary 10-fold every single year since its inception three years ago... Or even because it's an AI powerhouse trusted by eight of the 10 largest companies in the world. No, I believe this will produce the hottest IPO of 2026... and potentially become the biggest company in stock market history by the end of the decade... Because I've experienced its technology firsthand – and accessed a "beta test" of its Tengu program. I recently filmed a brief, 30-second demonstration of this application, so you can see for yourself why the Wall Street Journal calls it "a thinking machine of shocking capability." Click here to watch the demo now.
Special Report
3 Stocks Rallying on Micron's Price Boost: Substance or Hype?Reported by Dan Schmidt. Article Posted: 5/28/2026. 
Key Points
- UBS raised its Micron price target to $1,625 on May 26, citing long-term AI hyperscaler agreements and a concentrated three-company HBM supply chain.
- Western Digital and Rambus rallied in sympathy with Micron and appear fundamentally supported by similar data center demand and supply dynamics.
- onsemi's 9% sympathy rally looks unwarranted, as automotive chips dominate its revenue and the stock appears technically overextended after an 80% three-month gain.
- Special Report: Trump Issues Emergency Order That Supports Elon Musk's Next Venture
The raging semiconductor rally got another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. (NASDAQ: MU) to a stunning $1,625, nearly triple his previous target. With the stock trading below $800 at the time of the upgrade, the new target implied upside of more than 100% and a company valuation of over $1.8 trillion.
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. Get the SpaceX infrastructure stock name and ticker here
MU shares rallied nearly 20% the following day, and the entire industry seemed to join in, as the iShares PHLX Semiconductor ETF (NASDAQ: SOXX) climbed 6%. When the entire industry seems to rally every day, it's easy for weaker companies to get caught in the wave and soar to new all-time highs. But it's also crucial to remember Warren Buffett's quote about what happens when the wave recedes: you find out who’s been swimming without proper attire. Why UBS Boosted Its MU Price Target by 200%Arcuri’s May 26 boost to his MU price target reflected his view that high-bandwidth memory (HBM) is undergoing a fundamental shift from a cyclical semiconductor business to one driven by long-term AI infrastructure demand. Instead of a cyclical manufacturing industry, HBM now has structural growth tailwinds led by two key factors:
Long-term Revenue Visibility: AI hyperscalers are running into HBM backlogs and are more willing to lock in long-term agreements for supply and access to next-gen products. Micron already has agreements in place for its entire 2026 HBM supply. Concentrated Supply Chain: Producing HBM products at scale is currently a capability held by only three companies: Micron, Samsung Electronics Ltd. (OTCMKTS: SSNLF), and SK Hynix. In its Q1 2026 earnings report, Micron projected that data center demand for HBM will exceed $100 billion by 2028, more than three times the $35 billion in HBM sales to data centers in 2025. Given these secure, long-term agreements and the concentrated supply base, Arcuri argues that MU shares deserve a valuation similar to NVIDIA Corp. (NASDAQ: NVDA). However, the stock traded at less than 10x forward earnings at the time of the call—far cheaper than the NASDAQ 100 average of 24x earnings, which helped drive the massive re-rating. 3 Stocks Rallying in Sympathy: Hype or Substance?Many tech stocks in the AI and semiconductor space rallied sharply in sympathy, especially Western Digital Corp. (NASDAQ: WDC), Rambus Inc. (NASDAQ: RMBS), and onsemi (NASDAQ: ON). But are these gains warranted? Despite the industry's exuberance, each company still requires substantial due diligence to separate substance from hype. Western Digital: A Clean Complement to Micron’s SurgeWestern Digital Corp. also rallied 8% on the day of the report, bringing its total year-to-date (YTD) gain to more than 200%. Western Digital is now a pure hard disk drive (HDD) manufacturer following the SanDisk spinoff, and the same logic UBS applied to Micron’s HBM products also applies to Western Digital’s HDDs. Hyperscalers are locking in long-term agreements, and the company’s production capacity through 2026 has already been claimed. The fiscal Q3 2026 earnings report on April 30 confirmed the bull thesis with a strong double beat, featuring 45% year-over-year (YOY) revenue growth and gross margins above 50%. 
Several technical factors have supported the lengthy rally in WDC shares. The stock has strong support at the 50-day moving average, which has remained above the 200-day moving average for more than a year. A bearish crossover in the Moving Average Convergence Divergence (MACD) indicator briefly paused the rally, but a bullish reversal now appears to be underway as the stock makes new all-time highs. Rambus: Undervalued Logic Company Licensing Necessary IP to Data CentersRambus is a classic “picks and shovels” play on the memory storage theme. The company develops memory-interface systems that enable the GPU and memory stack to communicate within the data center mainframe, and licenses them as IP. High-margin licensing products that can be sold regardless of which memory company wins the design provide a steady, recurring revenue stream. Additionally, the firm’s HBM4E Memory Controller, launched in April, is now the industry's fastest. The stock has surged more than 60% YTD but remains undervalued relative to peers in the AI space. 
RMBS shares have been more volatile than WDC, but volatility is often the price investors pay for greater upside. The stock spent two months stuck in neutral, bouncing between the 50-day and 200-day moving averages as the Relative Strength Index (RSI) remained in bearish territory. However, an April rally pushed the price above the 50-day moving average, and momentum stalled when the RSI crossed above 50 into bullish territory. The 50-day moving average now appears to be support, which bodes well for future upside potential. onsemi: Sympathy Rally Without the Substanceonsemi also rallied 9% on the day of the Micron report, but the UBS thesis doesn’t really apply here. The company traditionally makes chips for the automotive and industrial markets, which are cyclical and not closely tied to the broader AI space. onsemi has some data center business, but it accounts for only a small portion of the company’s total revenue. For example, the $797 million in Q1 automotive revenue was more than half of the company’s total Q1 2026 sales. Management expects data center revenue to double YOY in 2026, but that would still amount to just $500 million out of a projected revenue base of more than $6 billion. 
While the company has a compelling bull thesis of its own, it remains outside the Micron paradigm. And an almost 90% gain over the last three months has the stock looking frothy. The price is now well above trend, and the MACD is hinting that the bullish upswing is losing momentum. It might be a good time to take profits on ON shares. |
