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Dear Fellow Investor,
At first glance…
It looks like a piece of plywood.
Like something somebody found in a Home Depot dumpster.
But here's where it gets interesting.
Because that "piece of plywood?"
Might just be the most powerful, most lucrative AI chip ever built.
And it runs on a FRACTION of the power other chips need.
Now before eyes start glazing over…
Stick with this.
Because THIS is exactly the kind of thing that has quietly created generational wealth.
Why?
Here's the ugly problem nobody in AI wants to talk about:
Data centers are eating electricity like a frat kid eats free pizza.
One single rack of computers can now devour more power than an entire office building.
The electric companies?
Barely keeping up.
So the whole AI revolution…
The thing Wall Street's been foaming at the mouth over…
Has a massive, inconvenient power problem sitting right in the middle of it.
Enter this chip.
Same job.
Fraction of the energy.
And tech investing legend George Gilder says THAT difference…
Is EXACTLY what decides who wins next.
Now Gilder doesn't throw terms like "generational opportunity" around lightly.
This is a man who was calling tech revolutions before most people knew what the internet was.
So when he identifies THREE next-gen companies positioned to dominate this chip’s power breakthrough…
And calls them the "Trillion Dollar Triangle…"
Smart investors lean in.
All three picks.
The full breakdown.
Ready right now.
But "early" only counts for those who act now..
So click below and get the details before everyone else does.
To the future,
Roger Michalski
Publisher, Eagle Financial Publications
Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain
Author: Chris Markoch. Article Posted: 8/24/2026.
Key Points
- Long-term Treasury yields rebounded even after the Treasury Department expanded bond buybacks, suggesting the programs alone cannot contain borrowing costs.
- Rate-sensitive stocks like Realty Income and D.R. Horton face pressure from elevated financing costs, weaker demand, and less competitive dividend yields.
- Palantir's stock rally has stalled near $170 as higher Treasury yields prompt investors to reassess valuations of high-growth, risk-on assets.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Long-term Treasury yields are rebounding despite the government's expanded bond-buyback plan, putting renewed pressure on rate-sensitive stocks. The 30-year yield recently reached its highest level since 2007, prompting the U.S. Treasury Department to announce expanded long-duration buybacks to relieve pressure on the long end of the bond market.
Yields bounced right back anyway. That's a sign that buyback programs alone may not be enough to keep a lid on borrowing costs. To be fair, bond yields don't move stock prices directly. But they do influence the assumptions investors use to price stocks, and that's where the real damage—or opportunity—emerges.
Here’s the stock symbol I’ve promised (Ad)
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better.
This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.
Get the stock name and ticker symbol free of charge todayIt's accurate to note that 30-year yields are not high in historical terms. But the long arc of history doesn't mean much to investors, consumers and businesses that became accustomed to operating in a world where low yields were expected.
When financing costs remain elevated, businesses sensitive to dividends, growth and momentum are repriced first, often before their actual earnings show any strain. The key is to understand how higher bond yields could impact specific stocks and sectors, because the risks are different but equally real.
Realty Income: The Monthly Income Payer May Get Comparison-Shopped
Realty Income (NYSE: O) is known as The Monthly Dividend Company®. As a real estate investment trust (REIT), the company is required to pay out at least 90% of its earnings to shareholders as a dividend. The predictability of that dividend is also matched by an attractive 5.25% yield.
However, Realty Income has also delivered attractive share-price growth despite a challenging commercial real estate market. That's why the company has delivered a total return of more than 640% over the last 20 years.
Higher long-term interest rates may start to make Realty Income's dividend look less competitive. That could change if the company continues to deliver double-digit stock-price growth. But that will depend on earnings, which may come under pressure if higher long-term bond yields increase the company's financing costs.
Analysts forecast approximately 3.8% earnings growth over the next 12 months. That's consistent with its earnings growth rate over the last 10 years, which may make the stock more attractive for current shareholders to hold. However, investors on the sidelines may want to wait for confirmation of that earnings growth before committing capital.
D.R. Horton: A Direct Correlation With a Frozen Housing Market
D.R. Horton (NYSE: DHI) is one of the nation's largest homebuilders. Investors may be surprised to see that DHI is up nearly 55% over the last five years despite a housing market that seized up once interest rates began moving higher.
Homebuilders are dealing not only with soft consumer demand but also with higher input costs. Theoretically, higher bond yields could lead to actions that bring inflation down, which would help with the input-cost issue. But the demand problem will only be solved by lower mortgage rates, which are inconsistent with higher Treasury yields.
This pressure has shown up in the company's earnings per share (EPS), which have declined year over year (YOY) for the past four quarters. In a higher-for-longer rate environment, D.R. Horton will likely have to rely on more promotions, putting pressure on margins. Adding to that pressure, the homebuilder cut its forward revenue guidance when it reported Q3 2026 earnings in July.
Bullish analysts point out that Berkshire Hathaway recently took a new stake in DHI. The company, formerly led by Warren Buffett, tends to be early. Skeptics will say Berkshire may be too early on this one.
Palantir: Yields May Be the Immovable Object Blocking Momentum
Palantir Technologies (NASDAQ: PLTR) delivered one of the strongest earnings reports of the current cycle on Aug. 3. PLTR is up more than 40% since the report, after the company demonstrated its key role in the AI ecosystem. By every measure that matters, Palantir delivered a strong report.
But its momentum has stalled around $170, due in no small part to higher Treasury yields. On the one hand, that confirms a higher floor, which was likely and deserved after the strong report. On the other hand, the stock's resistance to moving higher could be attributed, in part, to higher yields, which are prompting investors to reconsider risk-on assets with high valuations.
The takeaway for investors is that PLTR may need to go through a period of multiple compression before moving higher. That scenario would be a gift to many investors who were late to Palantir, as analysts continue to raise their price targets despite the valuation concerns.
Aehr Test Systems Soars Again on Latest Orders, Jefferies Eyes Big-Time Upside Ahead
Written by Leo Miller. Date Posted: 8/24/2026.
Key Points
- Aehr Test Systems has become one of 2026’s standout AI-linked stocks after a dramatic run in its share price.
- Recent orders for the company’s FOX-XP systems are putting its exposure to AI processors and silicon photonics in focus.
- With ambitious fiscal 2027 guidance in place, investors are watching whether new orders can translate into the revenue needed to support Aehr Test Systems’ valuation.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Investing in the artificial intelligence theme has been nothing short of a wild ride in 2026, especially when it comes to stocks that are not household names. Few stocks provide a better example of this dynamic than semiconductor testing equipment company Aehr Test Systems (NASDAQ: AEHR).
Throughout the year, Aehr’s market capitalization has grown from less than $700 million to well over $3 billion. This has resulted in a year-to-date (YTD) return exceeding 400%, making Aehr one of the best-performing stocks of 2026.
Here’s the stock symbol I’ve promised (Ad)
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better.
This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.
Get the stock name and ticker symbol free of charge todayAehr had already delivered an impressive performance through July, gaining nearly 300% YTD. However, the stock has moved into a different stratosphere in August, with shares up more than 30% during the month. This comes despite AEHR falling 25% from its August high, demonstrating the immense volatility surrounding the stock.
Notably, repeated orders for Aehr’s AI chip testing systems, rather than mere hype, are driving its ascent, with two recent orders pushing shares to new heights.
Aehr Secures Millions in Orders for FOX-XP
Aehr has highlighted two new orders, one small and one large, but both are notable. First, the company says it has received an order from its lead silicon photonics customer for a FOX-XP system. FOX-XP is Aehr’s wafer-level burn-in (WLB) machine, which puts semiconductor wafers under intense conditions to test for defects. The order is notable because it comes from a silicon photonics customer, a high-growth area within the AI semiconductor industry. Experts expect silicon photonics to become increasingly important in AI networking because of its superior bandwidth compared with copper-based networking.
Gaining silicon photonics customers signals Aehr’s ability to generate demand from this high-growth market. Furthermore, this is a repeat order, showing that the customer has found Aehr’s machines useful and is supporting production with additional equipment. Still, the order is small, involving just one FOX-XP system.
Aehr’s second order announcement is far more significant. Aehr notes that it has also received a follow-on order from its lead wafer-level AI processor customer, which makes AI training and inference chips. The order, valued at $22 million, includes multiple FOX-XP machines and various types of ancillary equipment. At first glance, a $22 million order may sound relatively small, but Aehr is a relatively small company.
Investors should note that several months ago, Aehr said it had received a $41 million commitment, marking a record order for the company. Bringing in a new order that is just over half the size of its largest-ever order is therefore very significant. This is especially true when considering Aehr’s ability to meet its guidance.
Aehr’s Recent Orders Support Lofty Guidance Goals
Aehr released blockbuster guidance during its last earnings report, estimating that it would generate $130 million to $150 million in sales during its fiscal year 2027 (FY2027). Note that Aehr’s fiscal reporting period is several quarters ahead of the calendar year, with FY2027 having begun in June. Achieving these figures would represent explosive growth of approximately 160% to 200% year over year compared with its fiscal 2026 sales of $50 million.
At the time of its last report, Aehr’s effective backlog of $100.6 million covered approximately 66% to 77% of its revenue guidance. With the new $22 million order expected to ship within the next six months, it should contribute directly to Aehr’s FY2027 revenue target. All else being equal, the order would increase Aehr’s effective backlog to $122.6 million.
Thus, the company’s effective backlog would account for approximately 82% to 94% of its revenue guidance, substantially increasing the likelihood that it meets its target. Notably, to reach the midpoint of its guidance ($140 million), Aehr only needs to generate and deliver additional orders worth approximately $18.4 million.
With the company generating at least $22 million in orders during the first three months of FY2027, Aehr appears to be on track to meet its goal. Aehr says that its AI processor customers’ “current production plans contemplate capacity beyond this order,” suggesting they could submit additional orders going forward.
Aehr Gains Sky-High Price Target as Valuation Bakes in Big-Time Growth
Aehr now trades at a forward price-to-sales (P/S) ratio of approximately 25x. This highly elevated figure demonstrates the substantial amount of growth the market is pricing into the stock. However, it is significantly below Aehr’s peak forward P/S ratio of nearly 45x.
Aehr carries a Buy rating with a price target of $136.67 and has recently received a lofty $175 price target from Jefferies. Jefferies recently initiated coverage of the stock, and its target implies significant upside. However, if Aehr is to reach this target, the stock is unlikely to move in a straight line. Aehr can see single-day gains and declines of 20% or more, further highlighting the stock’s high-risk nature.
Investors interested in this name should monitor Aehr’s ability to convert its large backlog into actual revenue, which will require strong production execution. Additionally, it will be important to see whether Aehr expands its customer base into new areas of AI chips. Order announcements involving memory chip or central processing unit (CPU) customers would be particularly notable, as these are also high-growth AI infrastructure segments.
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