Dear Reader,

One of America's most respected AI insiders just issued a major buy alert for August 31st.

Keith Kaplan has already invested $17 million directly into his own AI research and tools and built a platform that 180,000 people worldwide now use in the stock market.

He famously called the 2020 crash early, while dramatically escaping from London on one of the last planes out before lockdown.

Now he says there's a handful of stocks you need to buy before the end of this month, to set yourself up for 1,000% potential returns in the near future.

Everything you need to know is revealed FREE right here.

Put simply, after spending millions of dollars on AI research, hiring a former NSA codebreaker and Pentagon insider…

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"Move your money HERE instead."

Best,

Allison Isla
Publisher, TradeSmith

P.S. Tens of thousands of folks already use Keith's tools in the stock market.

One gentleman named Stephen told us he has built a $2.95 million retirement portfolio using Keith's work, saying that"these results wouldn't have been possible" without it.

Another follower named Keith W. said:

"I have more than doubled my portfolio. I love the consistency of my results."

But if Keith's new warning is correct, you're running out of time to move your money ahead of the market's next big twist.

Everything you need to know is laid out free of charge right here.

The investment results described in these testimonials are not typical. Investing in securities carries a high degree of risk; you may lose some or all of the investment.

Solventum Nears Inflection Point As It Begins to Unlock Value

Submitted by Thomas Hughes. Article Posted: 8/7/2026.

Solventum’s (NYSE: SOLV) stock price action has been tepid since its IPO, but recent trends suggest an inflection point may be near. Supported by fundamentals—including portfolio optimization, improving cash flow, and the initiation of capital returns—the stock has been trending higher and is on track to retest its previous highs.

A break above those highs could signal a shift in market dynamics and potentially take the stock significantly higher. Because market action is organic, the upward movement could mirror the price movements that preceded it. The pattern in play is a post-IPO correction, consolidation, and range-bound trading. A breakout could imply an advance of approximately $43 from the trigger point, or about 47% from the existing highs.

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On May 21, 2026, a federal bank board unanimously approved a nearly $3 billion loan to build a gold mine on American soil. Congress had 25 days notice and raised no objections.

The company's own filings cite substantial support and partnership from the Department of War. Alongside gold, the deposit holds a second metal China has banned from export to the U.S., the only domestic reserve of its kind.

The company is roughly one fiftieth the size of Newmont.

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Solventum Reveals Momentum With Its Q2 Report

Solventum had a solid quarter in Q2, with results reflecting both organic strength and the impact of portfolio repositioning. Revenue grew 2.2% to $2.21 billion, exceeding expectations by 230 basis points and benefiting from strength across all segments.

On an organic basis, the company grew 9.5%, driven by volume and product mix. By segment, Dental Solutions led with a 15.2% gain, followed by MedSurg at 8.9% and Health Information Systems (HIS)—the software arm of the medtech company—at 5.4%.

Within MedSurg, Infection Prevention and Surgical Solutions rose 10.1%, while Advanced Wound Care increased 7.1%.

Margin expansion was another catalyst, as one-time items such as tariff refunds combined with organic strength to drive improvement. Although SG&A increased 20%, adjusted earnings grew 50.9%, exceeding consensus by more than 3,300 basis points. Cash flow was comparably strong. More importantly, free cash flow—the cash available to pay down debt and return capital to shareholders—increased 144%, supporting both debt reduction and capital returns.

Guidance also served as a catalyst for the stock. The company raised its outlook for organic revenue growth by 50 basis points at the low end, narrowing the range while improving its earnings outlook. Adjusted earnings per share (EPS) is now expected to exceed $7.10 at the low end of the range, well above the previous high end of $6.60. The likely outcome is that the company continues executing its strategy and delivers another solid report and outlook in the subsequent quarter.

Solventum Initiates Buyback, Share Count Reduction Begins

Solventum’s post-IPO strategy has centered on debt reduction, and the company remains on track to meet its goals. Evidence of its financial position and market strength can be seen in its decision to initiate share buybacks earlier this year, a program that gained momentum in Q2. Buyback activity totaled $288 million in Q2, reducing the share count by an average of 1% year over year and 0.35% during the first six months of the year. Looking ahead, the company will likely sustain this pace and may accelerate repurchases as the balance sheet improves. For now, equity and cash are down, reflecting the impact of buybacks, while debt has also declined, leaving the company in a healthier position than before.

Institutional holdings reflect high confidence in Solventum’s long-term potential. Institutions own more than 75% of the stock and have been accumulating shares aggressively since the IPO. The only negatives are that buying activity slowed dramatically in Q2 2026 and shifted to distribution in early Q3. The risk is that institutions continue selling into the rally, capping the stock near its previous highs, but valuation metrics suggest otherwise.

SOLV stock presents a discount relative to its medtech peers, trading at approximately 12 times its guidance, while peers command higher valuations. Abbott Laboratories (NYSE: ABT) and Johnson & Johnson (NYSE: JNJ) trade at 19 to 23 times current-year earnings, setting the stage for SOLV to rise as much as 50% or more as it unlocks value. Medtech pure plays trade at 14 to 15 times earnings. Prompted by activist investor Trian Fund Management, the company also announced another strategic sale: the separation of its HIS segment, which is among its smallest, slowest-growing, and least profitable businesses. That leaves additional value to unlock.

Analysts Could Tip the Scale as Sentiment Firms

Analysts will be a deciding factor for this stock. The group of 13 analysts has moderately high conviction in its Hold rating, while sentiment is firming and the average price target is rising ahead of the release.

The early-August consensus trailed the market action but was lifted by subsequent revisions, which point to a $100 price target at the high end. A move to $100 would be enough to establish a fresh high, and sentiment has strengthened following the release.

Initial analyst responses to the report were favorable, focusing on core strength, cash flow, capitalization, and guidance. As a result, upward momentum will likely continue. Solventum’s biggest risk is executing its growth strategy, but the company appears to be gaining traction.

CoreWeave's $129 Billion AI Backlog Changes the Bull Case

Submitted by Thomas Hughes. Article Posted: 8/12/2026.

CoreWeave’s (NASDAQ: CRWV) Q2 results sparked a rally in its stock price and the broader market, revealing that the AI spending bubble continues to grow. Results were arguably tepid relative to consensus, with revenue outpacing the midpoint target by just 80 basis points, but expectations were high.

The growth was exceptional. Critical details include 113% year-over-year revenue growth, record-setting results and a rapidly expanding backlog.

The Department of War is on a gold mine's filings (Ad)

On May 21, 2026, a federal bank board unanimously approved a nearly $3 billion loan to build a gold mine on American soil. Congress had 25 days notice and raised no objections.

The company's own filings cite substantial support and partnership from the Department of War. Alongside gold, the deposit holds a second metal China has banned from export to the U.S., the only domestic reserve of its kind.

The company is roughly one fiftieth the size of Newmont.

Get the name and ticker before the signature is finalized

CoreWeave’s backlog topped $104 billion at quarter-end, with an additional $25 billion in capacity contracted in early Q3. At the Q2 pace, the backlog represents approximately 13 years of revenue. In this environment, all CoreWeave needs to do is execute its strategy. The company’s capital expenditures (CapEx) are accelerating as it expands its capacity.

On the company’s recent earnings call, executives raised their year-end target for active power to 1.85 GW, a nearly 9% increase from the prior quarter. The likely outcome is that momentum will continue to build and subsequent releases will be equally robust.

CoreWeave’s Bottom Is in, But Risks Remain

CoreWeave’s post-release price action triggered a 20% increase in premarket trading, extending a move that began the day before the report was released. The takeaway is that CRWV is confirming solid support in the high-$60 range and will likely continue advancing.

The risk is that the move is driven as much by short covering as by fundamentals, given the stock’s high short interest. MarketBeat data reveals that more than 18% of shares were sold short as of early August—more than enough for short covering to influence price action. The question is how high the stock might climb before reaching its next ceiling, and the answer may not be very high.

Technical factors suggest that the stock could hit a ceiling in the $115 to $125 range. This range aligns with prior highs and congestion bands dating to shortly after the IPO, creating significant overhead resistance. Additionally, technical indicators such as the stochastic oscillator and MACD, which were bullish as of mid-August, have yet to show a firmly bullish entry signal. For now, they are consistent with range-bound trading. If short sellers remain interested, these are levels where they are likely to sell into rallies.

Analysts’ sentiment trends are more bullish and set the stage for higher prices, but those gains will not come easily. JPMorgan Chase lifted its price target to $110 following the earnings report, but its commentary was generally cautious. Analysts at the firm highlighted strong demand, the expanding backlog and aggressive scaling as near-term catalysts.

Other analysts chose to reaffirm their targets, pointing to cash burn, the balance sheet, rising debt and the burden of interest expense. CRWV remains well supported by analysts, with consensus pegged in the high-$130 range, but the stock may experience volatility because of short interest and general caution. Institutions cannot be relied on either, as they have slowed their accumulation to a trickle.

CoreWeave’s Catalyst: The Inflection to Positive Cash Flow

If CoreWeave’s biggest hurdle is the expense of building out capacity, the primary catalyst for higher share prices will be executing on the backlog, converting it to revenue and transitioning to profitability. What the market may be missing is that the bulk of CoreWeave’s expenses are front-loaded in the form of hardware and capacity expansion. These costs should diminish over time—rapidly as the build-out matures—leaving long-term, cash-generating hyperscaler contracts in place.

Meanwhile, price increases announced earlier this year were reflected in management’s commentary. Executives expect the changes to increase contract values and positively affect contributions, cash flow and losses. In this scenario, the company’s margins could return to positive territory, and profitability could be reached by late 2027 or early 2028.

If the company continues accelerating its deployment of active capacity, profitability could be reached much sooner. The biggest risk is the growing debt load. It takes a significant amount of money to purchase GPUs and related hardware, and spending is not expected to slow soon. Delays and missteps will be reflected in the stock price, and dilution is always a threat.

Guidance is another factor for investors to consider. The company raised its guidance and may easily outperform it, but the forecast remains tepid relative to the consensus estimate. Analysts have set a high bar and may not be impressed with upcoming results, regardless of their strength, unless there is clear evidence of cost control and early signs of profitability. This sets the stage for CRWV’s share price to remain range-bound within its existing range for the foreseeable future, potentially well into 2027.