Dear Reader,

Marc Chaikin just issued a shocking new prediction about AI.

And we encourage anyone with money in the markets to pay very close attention.

Why? Chaikin is one of Wall Street's most respected investment minds.

His former clients have included billionaires like Steve Cohen, owner of the New York Mets...

D.E. Shaw, founder of one of the world's leading money-management firms...

And George Soros, founder of the Quantum Fund with Jim Rogers...

He pioneered computerized trading on Wall Street.

His Chaikin Money Flow indicator is built into every Bloomberg trading terminal on Earth.

He used his 20-factor Power Gauge system to predict:

• The Covid Crash of 2020
• The Stealth Bear of 2022
• The "Liberation Day" Plunge of 2025
• And countless other events going back 50-plus years

His system flashed bullish on Micron before it soared 970% in one year...

Celestica before it soared 6,600%...

And Nvidia before it skyrocketed more than 50,000%...

But he's calling his new prediction the biggest and most important of his career.

According to Chaikin, a $248 trillion "White Swan" event is about to disrupt AI.

It involves a radical new breakthrough in AI data centers.

This new technology uses 99% less electricity.

It uses 99% less water.

It uses 99% less space than current data centers.

Yet it's more than 1 trillion times more powerful when it comes to generating major scientific breakthroughs.

"If our research is correct, This will shorten discovery timelines from years to days or even hours," says the veteran analyst.

That means breakthroughs that would take 5 years with current AI tech will come in just 5 days – accelerating timelines by 360-fold.

One former IBM executive calls this new tech: "A scientific instrument for the ages.

And it could secure America's AI dominance over China for generations.

Which is why the White House is spending billions to expedite the launch right now.

Even better?

The company behind this breakthrough recently flashed "bullish" in Chaikin's system.

Now he says it could be the best AI investment for at least the next 5 years.

Chaikin reveals all the details for free here, in his brand-new presentation.

He even reveals the name and ticker of the company behind the coming breakthrough about halfway through the video.

But fair warning: This is very timely information.

Chaikin says he reserves the right to take it offline at any moment.

So don't wait. Click the link above to check it out while you still can.

Sincerely,

Vic Lederman
Publisher, Chaikin Analytics

P.S. We recommend checking out Marc's presentation right now. Drop whatever you're doing. When this company's new AI tech launches, his research shows it'll render all current AI tech virtually obsolete – instantly. How? By accelerating AI breakthrough times 360X. (Breakthroughs that were supposed to come in 5 years could come in 5 days.) The time to invest is now, he says. And he reveals the full story – and stock ticker – here, for free. Don't delay. This launch will happen before the end of this year.

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

Submitted by Nathan Reiff. Posted: 9/4/2026.

Accelerant Holdings (NYSE: ARX) grabbed investors' attention in mid-August after its shares surged 43% in a single day. This type of share-price leap is often associated with clinical-stage biotech firms announcing breakthrough results, for instance, rather than an unglamorous company connecting specialty insurance risks across a network of capital providers. Investors may therefore underestimate Accelerant's performance potential.

Accelerant's major breakthrough on Aug. 13 resulted from two overlapping catalysts. First were 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 may 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 key metrics. With nearly $357 million in quarterly revenue, Accelerant improved that figure by about 63% year over year. 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 predictions.

The magnitude of Accelerant's EPS beat, in particular, suggests 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, pointing to healthy 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. Rather, 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 taking on the underlying insurance risk. This is crucial to the firm's margin growth because 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 further distinguishing the company from its industry peers. As more capital flows onto Accelerant's platform, the company can facilitate greater volumes of risk and generate more 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 identify other insurance companies operating outside the traditional model, including those using Accelerant's low-capital, fee-focused exchange model 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 there may be some potential arbitrage opportunities, it seems unlikely that Accelerant will see another one-day gain like the one it posted 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 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 last month, both companies now operate in a market that has provided evidence of what a successful specialty insurance platform may be worth to investors.

Zscaler’s Strong Quarter Still Left Investors Waiting on 1 Key Signal

Submitted by Thomas Hughes. Posted: 9/5/2026.

Zscaler (NASDAQ: ZS) gave the market nearly everything it could ask for in its fiscal fourth-quarter 2026 earnings report: outperformance, acceleration, wider margins and strong guidance. The one thing it did not provide was firm reassurance that the sales leadership transition was progressing smoothly. Executives noted that the transition would play out during the first half of the year but offered little additional detail. The critical takeaway is that this transition could become a catalyst for higher share prices, and news could come at any time.

Zscaler has not advanced as strongly as other cybersecurity stocks, in part because of changes among its sales executives. Although one executive was replaced early in the quarter, the departure led to cautious guidance, cautious analyst commentary and tepid stock price action. The upshot is that Zscaler, as a sector laggard with a potential catalyst ahead, is well positioned to advance aggressively once this headwind is removed. Until then, investors can focus on the results and price action, which both underpin and reflect a potential market reversal.

Zscaler Bottoms, on Cusp of Major Price Inflection

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Zscaler’s chart price action is bullish and reflects a double-bottom reversal pattern. The only bad news is that the pattern has yet to be confirmed, although confirmation could come in the coming months. Signs of strength include the price action itself, high volume on buying days and a strengthening MACD, which points to improving momentum. Each upswing is a little stronger than the last and could strengthen further, given the strength of the results and guidance. Critical target levels are near $158 and $195, with the $158 support level potentially being tested before a fresh high is set. Technical triggers include confirmed support at the low end of the range and/or a clear break to fresh highs.

Q4 results indicate that the reversal could continue and new highs could be set. Revenue grew 24.9% year over year (YOY) to $898.19 million, accelerating and exceeding consensus by more than 230 basis points. Strength came from new clients, increased penetration and demand for AI-related products, with Security for AI Solutions growing 50% sequentially. Annual recurring revenue, an indicator of future revenue, also grew 25% both quarter over quarter and year over year, pointing to sustained strength in the coming quarters.

Margin news also supports the bullish outlook, with GAAP and non-GAAP margins improving at both the gross and operating levels. Key details included narrowing losses and improving adjusted profitability, with non-GAAP operating margin rising 220 basis points (bps) to 24.3%. Adjusted earnings per share (EPS) were also solid, increasing 34% and exceeding expectations by 10 cents. The only negative was a rising share count, but the increase was marginal, was linked to share-based compensation and was insufficient to offset the company’s equity gains.

The balance sheet reflects the impact of capital expenditures (CapEx), with cash down year over year, but that is the worst of the news. The cash depletion was offset by increases in inventory and receivables. Current and total assets increased, as did liabilities. The net impact was a 44% increase in shareholder equity, along with the expectation of ample future cash flow to sustain further improvement.

Analysts Respond With Optimism: Forecast Complete Reversal in Price Action

Analysts expressed some skepticism about the sales team transition but were otherwise pleased with the results. Several analysts raised their price targets immediately after the report, reinforcing the consensus target, which implies upside from recent levels. A fresh high is key because it would move the market above critical resistance and confirm a full technical reversal. In this scenario, ZS shares could move toward the high end of the range, pegged at $390.

Institutional activity suggests that downside may be limited. Institutions own about 46% of the stock and have been accumulating shares. More importantly, MarketBeat data indicates that activity accelerated ahead of the release, underpinning late-summer support. The group is likely to remain active on dips, with the critical support level potentially triggering additional buying.

Zscaler’s biggest risk after the report is deceleration. While the latest results reflected acceleration, the guidance forecasts deceleration, creating a headwind for sentiment. The caveat is that the quarter was strong and the guidance came in well above forecasts. The likely outcome is that Zscaler has room to outperform its own guidance, potentially by a wide margin. Its zero-trust tools remain in high demand, which could keep analysts bullish and lift estimates to align with actual results. Agentic AI is the cybersecurity driver, and the industry is still in the earliest phases of agentic rollout. Investors can expect agentic traffic and related security needs to grow significantly over the next few years.