Editor’s Note: Jeff Brown is the former tech executive who picked Nvidia in 2016 before it jumped 37,000% higher. He’s now recommending another AI stock that’s the same size Nvidia was 10 years ago. He calls it “Elon Musk’s One Stock Retirement Plan” because he believes Elon Musk is about to create massive demand for this company’s patented technology. Click here to see the details or read more below.

Dear Reader,

If you told me I had to put all my money in only one AI stock…

This is it!

This little-known company has already secured multi-billion dollar deals with giants like Open AI, the creator of ChatGPT…

Amazon… Microsoft… IBM… and AMD… just to mention a few.

In fact, there’s so much demand for this company’s patented tech that they’re sold out into 2027.

Business is absolutely booming.

In fact, Wall Street is projecting sales will triple in 2027 alone.

This is one of the fastest growing companies on the planet…

And it’s the same size Nvidia was back in 2016…

Before it exploded 37,800% higher...

Enough to turn $5,000 into an entire retirement nest egg of $1,895,000.

And while I can’t guarantee you’ll become a millionaire...

I believe this might be the only stock you need to retire.

We have so much to look forward to,

Jeff Brown,
Founder & CEO, Brownstone Research

P.S. I call this opportunity “Elon Musk’s One Stock Retirement Plan.”

Why?

Because Elon Musk just made two moves that I believe will create massive demand for this company’s patented technology…

And I believe if you buy shares of this company BEFORE the upcoming announcement from its executive team…

This single investment could be your ticket to retirement.

Accelerant’s Take-Private Deal Raises a Bigger Question for Insurance Stocks

Author: Nathan Reiff. Article Posted: 9/4/2026.

Accelerant Holdings (NYSE: ARX) came into view for investors in mid-August after its shares surged 43% in a single day. This type of share-price leap is often reserved for clinical-stage biotech firms announcing breakthrough results, for instance—not for an unglamorous company connecting specialty insurance risk across a network of capital providers. Investors, therefore, may underestimate Accelerant's performance potential.

Accelerant's major breakthrough on Aug. 13 resulted from two overlapping catalysts. First was the company's unusually strong Q2 2026 earnings results. Second, announced at the same time, was the firm's revelation that it would be taken private by Thoma Bravo. Investors may be too late to maximize their gains on ARX stock, but the massive jump reveals important lessons about the specialty insurance industry that could pay off in other cases.

The First Major Driver: Extraordinary Earnings

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Accelerant's earnings for the latest quarter were stellar, topping Wall Street expectations across multiple critical metrics. With nearly $357 million in quarterly revenue, Accelerant improved this figure by about 63% year over year (YOY). Earnings per share (EPS) of 32 cents were more than double the 14 cents reported a year earlier. Both the top- and bottom-line figures were significantly higher than Wall Street's already optimistic estimates.

The magnitude of Accelerant's EPS beat, in particular, indicates that profitability is expanding at a breakneck pace. In Q2 2025, net income attributable to common shareholders was $8.8 million; by the same quarter this year, it had climbed to nearly $79 million. Adjusted EBITDA also made major gains, demonstrating strong operating performance across multiple segments.

How Accelerant's Business Stands Out

Accelerant does not function like most insurance companies, which underwrite risk using their own balance sheets. Instead, it operates a specialty insurance exchange that connects capital providers, reinsurers, institutional investors and agents. Accelerant generates fee-based income from policies written through its exchange, allowing it to avoid assuming the insurance risk itself. This is crucial to the firm's margin growth: It can expand without taking on greater balance-sheet exposure.

The company is expanding its capacity through key partnerships with third-party-capitalized insurer WoodStar Reciprocal, among others. This should help Accelerant scale its fee revenue, potentially allowing the company to distinguish itself further from its industry peers. As more capital flows onto Accelerant's platform, the company can facilitate greater volumes of risk and generate additional fee income without increasing its own balance-sheet risk.

The Second Major Driver: A Private Equity Deal

Thoma Bravo plans to take Accelerant private in an all-cash transaction with an enterprise value of more than $4 billion, valuing the shares at $20.25 each. This represented a significant premium to Accelerant's pre-announcement price, but after the brief spike, the shares stabilized just below that level.

While the Thoma Bravo deal may not present much of an investment opportunity now that it has been announced and investors have reacted accordingly, it does suggest that specialty insurance marketplace models may be undervalued elsewhere in the market. Thoma Bravo specializes in insurance technology platforms and is unlikely to have paid a premium approaching 50% without determining that Accelerant was trading well below its true value.

Investors might view this as an opportunity to seek out other insurance companies operating outside the traditional model, perhaps using Accelerant's low-capital, fee-heavy exchange structure or something similar.

This Opportunity May Have Passed, But Others Could Await

ARX shares are currently trading slightly below the $20.25 take-private price as investors factor in deal-completion risk, regulatory timelines and other concerns. While some potential arbitrage opportunities may remain, it seems unlikely that Accelerant will see another one-day gain like the one it experienced in August.

Investors may want to avoid spending too much time on ARX and instead assess what made the company worth such a premium to Thoma Bravo before seeking out those same qualities elsewhere. Two of Accelerant's competitors that may see increased investor attention following the announcement are Ryan Specialty Group Inc. (NYSE: RYAN) and Kinsale Capital Group Inc. (NYSE: KNSL). Although their share-price performance has not been as strong over the past month, both companies now operate in a market that has demonstrated what a successful specialty insurance platform may be worth to investors.

Sezzle’s BNPL Growth Is Working, But the Stock Comes With a Catch

Author: Peter Frank. Article Posted: 9/10/2026.

Sezzle (NASDAQ: SEZL) has taken shareholders on a memorable ride this year, both good and bad. The question is where the stock goes from here.

The fintech company recently reported an impressive quarter, topping Wall Street's estimates on nearly every measure and raising its outlook for a third consecutive time. By most measures, the results were strong.

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Stockholders, however, didn’t agree. Shares plunged the next day. It's a classic case of too much good news setting high expectations and investors looking for reasons to sell. Some analysts think it’s time to buy.

Sezzle’s Niche Is Turning Payments Into Recurring Revenue

Founded in 2016, Sezzle runs a buy-now-pay-later installment platform that lets shoppers split purchases into interest-free payments. The company went public on the Australian Securities Exchange in 2019, then completed a direct listing on Nasdaq four years later at $13 per share. The stock spiked that day to $81.

Among its differentiators, Sezzle has carved out a niche with smaller merchants and subscription offerings, including Sezzle Anywhere and Sezzle Premium. These products turn a payments app into a recurring-revenue business. When the company announced second-quarter earnings on Aug. 6, its active subscribers had jumped 76.4% year over year to about 854,000.

Revenue Growth Is Not Coming at the Expense of Profit

That subscription push is showing up in the numbers. Revenue for the three months came in at a record $149.7 million, 51.7% above year-ago levels and comfortably ahead of the roughly $135.1 million analysts expected. Net income rose 47.7% to $40.8 million, while adjusted net income totaled $39.3 million, an increase of 58.4%. Adjusted earnings per share of $1.13 were up 61.4% and beat estimates of $1.03.

Gross merchandise volume (GMV), or the total dollar value of purchases processed on the platform, rose to $1.3 billion, up 37.9% from a year earlier. Active consumers reached 3.16 million, with the average shopper transacting 7.2 times per quarter.

Adjusted EBITDA margin remained essentially flat at 38.8%, meaning the company’s growth is not coming at the expense of profitability.

Guidance Moves Higher, But New Products Remain the Wild Card

As a result, management raised its outlook for a third straight time, guiding to 35% full-year revenue growth, $185 million in adjusted net income and $5.25 in adjusted earnings per share.

Two new products, SezzleCash and a peer-to-peer payment tool called Sezzle Send, are still in the early stages of rollout and were excluded from the guidance, giving the company room to beat its outlook if either gains traction.

Sezzle also said it had lined up a $300 million credit facility to lower its funding costs, bought back $28 million of its stock during the first half of the year and, in September, announced new merchant partnerships with Gymshark, the Debenhams Group of British retail brands and Follett Higher Education's network of more than 1,000 college bookstores.

Why Sezzle Fell After a Strong Quarter

None of that news, however, stopped the stock from falling roughly 34% the day after the report, in what looked like a valuation reset rather than a business problem.

Shares had already more than doubled in the three months leading up to earnings. Despite that runup—or perhaps because of it—Sezzle’s guidance, which implied slower growth in the second half of the year, gave investors a reason to take profits.

The Risks Behind the BNPL Growth Story

Yet there are other reasons for caution. Sezzle's provision for credit losses—the money it sets aside for shoppers who don't pay—is expected to run between 2.5% and 3% of GMV for the full year.

Sezzle has also filed an antitrust lawsuit against Shopify (NYSE: SHOP), which is still pending. In addition, buy-now-pay-later products broadly face an uncertain regulatory path after the Consumer Financial Protection Bureau moved to bring installment loans under credit-card-style rules.

This comes after a short-seller report from Hindenburg Research in late 2024 questioned Sezzle's underwriting, even though the stock has since climbed well above where it traded at that time.

The company also competes against Affirm (NASDAQ: AFRM), PayPal’s (NASDAQ: PYPL) Pay-in-4 product, Block's (NYSE: XYZ) Afterpay and Klarna (NYSE: KLAR), all fighting for the same checkout real estate.

Sezzle’s Upside Case Comes With Volatility

Wall Street, for its part, still likes the stock, though assessments are mixed. Nine analysts cover the stock, with a consensus rating of Moderate Buy and an average 12-month price target of $146.50, implying about 23% upside. The highest 12-month price target is $172, while the lowest is $76. That spread indicates the high degree of variation among analysts’ expectations.

That tentative view is also evident in the market's skittishness. Shares of this Minneapolis-based company have swung from roughly $65 at the start of 2026 to an all-time high approaching $196 in July before plunging after the earnings report. The stock is still up nearly 90% year to date.

Sezzle, which does not pay a dividend, appears to be a growth stock and is trading accordingly. With fast-growing revenue, improving profitability, a price-to-earnings ratio of almost 26 and management that keeps beating its own targets, the company combines a compelling growth story with a valuation—and a stock chart—that can swing sharply in either direction.

For investors comfortable with a potentially exciting but bumpy ride, raised guidance, new revenue streams and a growing merchant base argue for staying engaged. More conservative investors might want to watch from afar.

Either way, Sezzle has earned its place on a watchlist, and any decision to buy should come with a plan for how much volatility can be tolerated.