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

Authored by Nathan Reiff. Published: 9/4/2026.

Accelerant Holdings (NYSE: ARX) came into investors' view in mid-August after its shares surged 43% in a single day. This type of price leap is often reserved for clinical-stage biotech firms announcing breakthrough results, for instance, rather than an unglamorous firm that connects 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 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 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 top- and bottom-line figures were significantly higher than Wall Street's already optimistic predictions.

The magnitude of Accelerant's EPS beat, in particular, is a sign 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, indicating very 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. 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 taking on 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, which could further distinguish the company from its industry peers. As Accelerant attracts more capital to its platform, it can also facilitate more risk, generating larger volumes of fee income without increasing the company's 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 over Accelerant's pre-announcement price, but after the brief spike, 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 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 some potential arbitrage opportunities remain, it seems unlikely that Accelerant will see another one-day gain like the one it experienced in August.

Investors may want to avoid wasting time on ARX and instead assess what about the company warranted such a premium from Thoma Bravo before seeking out those same qualities elsewhere. Two of Accelerant's competitors that may see a boost in 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 competitive over the last month, both firms now operate in a market that has provided evidence of what a successful specialty insurance platform may be worth to investors.

Revolution Medicines Got Its Breakthrough—What Moves It Next?

Authored by Chris Markoch. Published: 9/4/2026.

Revolution Medicines (NASDAQ: RVMD) just landed one of the biggest wins in oncology this year, and the stock barely blinked. On Aug. 26, the FDA approved RASONQUE (daraxonrasib), the first broad RAS-targeted therapy for metastatic pancreatic cancer.

In the pivotal RASolute 302 trial, patients receiving RASONQUE nearly doubled their median overall survival compared with those receiving standard chemotherapy.

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This is a genuinely rare outcome in a disease that has resisted targeted therapy for decades.

By any normal standard, that's the kind of headline that sends a biotech stock soaring. Instead, RVMD shares traded roughly flat on the day of approval. The reason is simple: investors had already bought the rumor.

Data from RASolute 302 was presented at oncology conferences months earlier, and the stock rallied 41% in a single day.

That gap between medical significance and market reaction is the real story here. It's also a lesson in how markets price information, not just outcomes.

The Science Is the Easy Part to Believe

RAS mutations drive more than 90% of pancreatic cancer cases, and for decades, RAS was considered "undruggable." Revolution Medicines built its entire platform around cracking that problem with its RAS(ON) tri-complex inhibitor technology, which binds the active, "on" state of the RAS protein rather than the inactive state that most earlier compounds targeted.

RASONQUE's approved label reflects just how far that platform has come. The drug is cleared for adults with metastatic pancreatic adenocarcinoma who've had at least one prior therapy, with or without an identified RAS mutation, and without requiring a companion diagnostic test.

That's a notably broad population for a targeted therapy. It's also a meaningful reason why oncologists are calling this a paradigm shift rather than an incremental improvement.

Priced in, Then Priced... Where, Exactly?

Here's where the RVMD story gets more interesting than a simple "sell the news" narrative. Looking at the daily chart, RVMD isn't crashing; it's consolidating near all-time highs after an extraordinary run.

Shares recently traded around $210, down about 2% since the Aug. 26 announcement. That's a rounding error for a stock that's up over 425% over the past 12 months and still trading near its 52-week high of $224.31. The 50-day moving average continues to slope upward, and MACD remains in bullish territory. It's what technical traders call a beautiful chart.

Analyst behavior tells a similar story. Since the approval, the Revolution Medicines analyst forecasts on MarketBeat show that multiple firms have raised their price targets, with Evercore offering the most bullish target at $320. That kind of response shows that analysts had already modeled approval into their estimates and are now recalibrating around what comes next: first-line expansion, additional tumor types, and peak-sales assumptions.

The Competitive Picture Favors RVMD—For Now

Eli Lilly (NYSE: LLY) is often cited as RVMD's biggest threat in the RAS space, and it's a legitimate long-term competitor. But the comparison requires some precision. Lilly's lead RAS asset, olomorasib, is still in Phase 3 trials and targets only KRAS G12C-mutated tumors — a single mutation subtype. It isn't yet approved for pancreatic cancer.

RASONQUE, by contrast, launched with an approved label covering the broader RAS-mutant population, and no diagnostic test is required. Lilly does have earlier-stage G12D and pan-KRAS programs in development, along with rivals like Amgen (NASDAQ: AMGN), Roche (OTCMKTS: RHHBY), Merck (NYSE: MRK), and Boehringer Ingelheim, all advancing their own RAS-pathway candidates.

The competitive field is real and will intensify. Today, though, Revolution Medicines holds the only broadly approved RAS-targeted therapy in pancreatic cancer, and that head start matters as the company seeks to capture first-mover share in prescribing patterns.

The Bill for Building a Commercial Biotech

The one note of caution sits in the financials, not the clinical data. Revolution Medicines raised its 2026 GAAP operating expense guidance to a range of $2.1 billion to $2.2 billion as it scales manufacturing, clinical development, and commercial infrastructure simultaneously. Second-quarter net loss widened sharply to $644 million, up from $248 million a year earlier.

That's the cost of transitioning from a clinical-stage biotech to a commercial oncology company in real time. Furthermore, that kind of spending is not unusual for a first launch of this scale.

But it's worth noting that RASONQUE is currently doing the heavy lifting alone. The company's broader pipeline—additional RAS(ON) candidates across lung and colorectal cancer—is expanding, but nothing else appears close to approval in the near term. Investors betting on RVMD from here are effectively betting on one drug's commercial execution and label expansion, not a diversified product portfolio.

What Actually Moves This Stock From Here

With approval priced in and the "will it work" question answered, the next re-rating catalysts are execution-based rather than binary: first-line treatment expansion, additional trial readouts in lung and colorectal cancer, insurance reimbursement uptake at RASONQUE's $39,800 monthly list price, and evidence that the company can control spending as it scales commercially.

The medicine itself is a legitimate breakthrough for a disease for which patients have received almost nothing for decades. The stock's next move depends on something less dramatic: whether Revolution Medicines can turn a scientific win into a commercial one before cash burn outruns the launch.