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,

Sometimes you come across an opportunity so explosive…

That it has the potential to turn a small stake…

Into a six figure and in some rare cases even a seven-figure nest egg…

Like it happened when I picked Nvidia in 2016.

It jumped high 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 think this little-known AI stock is one of those opportunities…

Which is why I call it “Elon Musk’s One Stock Retirement Plan.”

Now, if this idea of retiring with a single stock sounds crazy to you…

You should know that some of the best investors in the world believe that the idea of diversification is a little overrated.

Stanley Druckenmiller said…

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding two or three asymmetric home runs.”

I believe this stock is an asymmetric home run.

Or listen to legendary investor Peter Lynch. He said…

“I would own one stock if I can find one great stock.”

Even Warren Buffett said…

“Diversification is protection against ignorance. It makes little sense if you know what you are doing.”

Click here now and I’ll show you why I believe this stock might be the only one you need to retire.

Jeff Brown,
Founder & CEO, Brownstone Research

P.S. If I could buy only one stock, this would be it… it might just be the perfect tech stock.

It’s a leader in an AI breakthrough that’s protected by 150 patents…

It’s a small company, unknown to most people… still in the initial phase of exponential growth…

Plus, it has a near term catalyst that could send shares skyrocketing… starting November 11.

One of Trump's Favorite Stocks Just Reported Blowout Earnings

Written by Jessica Mitacek. Date Posted: 9/3/2026.

On multiple occasions this year, President Donald Trump has publicly shown his support for Dell Technologies (NYSE: DELL), telling Americans to “go out and buy a Dell computer” as recently as July 6.

In doing so, he has shone a light on one of the best-performing stocks of the past year.

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Since reaching a multiyear low on April 4, 2025, in the wake of the market’s tariff tantrum, shares have gained more than 490%.

Founder and CEO Michael Dell and his wife, Susan, are also vocal supporters of the president. They have personally pledged $6.25 billion to help fund Trump Accounts—the administration’s tax-advantaged investment plans for children under 18 that provide $1,000 in government funding for babies born between 2025 and 2028.

But Trump isn’t just a fan of the stock. According to his 927-page financial disclosure, filed with the U.S. Office of Government Ethics on June 30, he is also a shareholder. That position has paid off for the president and investors broadly, most recently following Dell’s blowout Q2 2027 earnings, which the company reported after the close on Sept. 1.

Dell Reports a Big, Beautiful Q2 Earnings Blowout

The 42-year-old company is perhaps best known for its laptop and desktop computers, which were popularized by a series of highly successful commercials in the early 2000s.

But as a multinational technology conglomerate, Dell also designs, manufactures and sells a broad range of IT products and services, including enterprise software, cloud infrastructure and managed financial solutions.

Dell is also a government contractor. Trump’s stake, which reportedly grew to between $1 million and $5 million in February and March, preceded the company’s being awarded a five-year, $9.7 billion contract on May 28 to provide software consolidation and cloud services across the military, intelligence community and Coast Guard.

Q2 2027 revenue came in at a record $46.97 billion, surpassing the consensus estimate of $44.89 billion and representing a 58% year-over-year (YOY) increase. But earnings per share (EPS) was the headline-grabber. An EPS of $7.04, up more than 200% YOY, easily surpassed analysts’ expectations of $4.91. The earnings beat marked the company’s 10th in the past 11 quarters.

Additional highlights included:

• AI server revenue of $16.4 billion and a growing backlog of $95 billion

• Full-year guidance for AI server revenue of $74 billion

• Traditional server and networking revenue growth of 122%

• Storage growth of 26% YOY, with record demand growth in Dell-IP

• $2.2 billion in cash flow from operations and a record $4.3 billion returned to shareholders through dividends and stock buybacks

As a result, Dell raised its full-year revenue guidance by $25 billion to a range of $192 billion to $202 billion and raised its EPS guidance to $25.50 at the midpoint.

In his earnings call comments, COO Jeff Clarke said Dell’s broad portfolio, global reach and customer relationships are helping drive demand across compute, networking, storage and PCs as the company’s addressable market expands.

Post-Earnings Price Target Hikes Reinforce Wall Street’s Bullish View

Analysts largely anticipated the company’s strong showing in Q2 2027.

On May 30, Wall Street Zen raised Dell from a Buy rating to a Strong Buy rating. On June 1, Goldman Sachs analysts boosted their price target on Dell from $230 to $500 while maintaining a Buy rating. More recently, Bank of America raised its price target on Dell from $505 to $600 on Aug. 31 while maintaining a Buy rating.

Following Dell’s Sept. 1 earnings report, JPMorgan raised its target from $565 to $635 and maintained an Overweight rating, while UBS, TD Cowen and Morgan Stanley lifted their targets to $500, $500 and $499, respectively.

Overall, Dell carries a Moderate Buy rating. Based on 34 analysts covering the stock, its average 12-month price target suggests more than 11% additional upside from current prices.

Institutional Buying Supports Analysts’ Bull Thesis

In addition to bullish price targets and strong ratings from Wall Street, institutional owners are backing up the investment case. Over the past year, 1,031 institutional buyers have injected $92.48 billion into Dell, easily surpassing the outflows from 602 sellers, which totaled just over $3 billion.

Meanwhile, short interest has recently tapered off. Currently, just 3.7% of the float—or $6.89 billion worth of shares—is sold short, marking a notable improvement from the multiyear high of nearly $8 billion shorted on May 29.

Amgen Drops 10% on a Trial It Didn't Even Run

Written by Chris Markoch. Date Posted: 9/11/2026.

Amgen Inc. (NASDAQ: AMGN) delivered a strong earnings report on Aug. 4. AMGN stock rose approximately 17% from the Aug. 4 close through early September before reversing sharply.

One of the highlights of Amgen’s report was Repatha, the company’s approved PCSK9 drug, which generated $953 million in Q2 2026 revenue, a 37% year-over-year increase. However, those gains have mostly been erased due to what can only be described as guilt by association.

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The event in question was a disappointing readout from a Phase 3 clinical trial conducted by Novartis (NYSE: NVS). The Swiss-based company reported that its cholesterol drug, Pelacarsen, failed to reduce cardiovascular events in a Phase 3 trial.

It’s not unusual for an entire sector to sell off after one company reports disappointing results. For example, even Eli Lilly & Co. (NYSE: LLY) stock dropped around 2%. However, there’s an important wrinkle that high-speed trading programs don’t consider.

Amgen Delivered Positive Trial Results

On the same day that Novartis reported its disappointing results, Amgen delivered a positive Phase 3 readout of its own. The company’s DeLLphi-305 trial evaluated its DLL3-targeted bispecific tarlatamab (Imdelltra) in combination with AstraZeneca’s Imfinzi (durvalumab) as first-line maintenance therapy for extensive-stage small cell lung cancer. Amgen announced a positive readout, including a statistically significant overall survival benefit.

That didn’t stop investors from selling AMGN stock aggressively. However, the sell-off may be related to another wrinkle: the difference between Amgen’s cholesterol drug, Olpasiran, and Pelacarsen.

Olpasiran Vs. Pelacarsen: Same Target, Different Drug

Both drugs target lipoprotein(a), or Lp(a), a genetically inherited cholesterol particle linked to heart attacks and strokes. Unlike LDL cholesterol, diet and exercise don’t significantly affect Lp(a). That’s why drugmakers have spent years pursuing treatments for it.

But “same target” doesn’t mean “same drug.” Pelacarsen lowered Lp(a) by roughly 72% to 80% in earlier studies. Olpasiran, Amgen’s candidate, reduced Lp(a) levels by more than 95% in Phase 2 testing. Some analysts believe that difference in potency could be part of the story: Pelacarsen may simply not have suppressed Lp(a) deeply enough to demonstrate a benefit, rather than disproving the Lp(a) theory altogether.

Amgen also designed its trial differently. Olpasiran is dosed quarterly, compared with Pelacarsen’s more frequent schedule. Amgen also narrowed its primary success measure to exclude ischemic stroke, arguing that this particular outcome has a weaker genetic connection to Lp(a). Whether regulators and doctors accept that reasoning remains an open question, but it represents a meaningfully different approach from the one Novartis just tested.

None of this guarantees that Olpasiran will succeed. Amgen’s own outcomes data from the Phase 3 OCEAN(a)-Outcomes trial isn’t expected until 2028. The trial’s estimated primary completion date is March 31, 2028. Investors are being asked to wait years for proof, with the recent sell-off showing how much sentiment can shift in the meantime based solely on a rival’s results.

Repatha’s Growth Story Remains Intact

Here’s the distinction that got lost in the recent sell-off: Repatha and Olpasiran aren’t the same drug family at all.

Repatha is a PCSK9 inhibitor. It lowers LDL cholesterol, the “bad cholesterol” most people are already familiar with, and it has been on the market for years with a well-established track record. Olpasiran, by contrast, is an unproven, investigational Lp(a)-lowering drug that hasn’t completed its outcomes trial.

Pelacarsen’s failure says nothing directly about Repatha’s mechanism or results. Yet AMGN stock traded as if concerns about Amgen’s cardiovascular pipeline extended to Repatha as well. Repatha’s fundamentals didn’t budge: The drug’s revenue grew 37% year over year, with 35% volume growth, in Amgen’s most recent quarter.

A late-stage failure involving one experimental drug from a different company and using a different mechanism dragged down sentiment toward a commercial product that is performing as expected. For investors trying to separate the noise from the signal, Repatha is the clearest evidence that the sell-off was driven by a competitor’s headline, not by Amgen’s business.

AMGN Stock Remains Under Pressure

Despite selling off nearly 10% on Sept. 8, AMGN has failed to reverse its decline in subsequent sessions. The stock was down more than 12% in the five trading days ending Sept. 10, with most of that decline occurring during the initial sell-off. It’s now within about 6% of its 200-day simple moving average. If it falls below that level, the May lows around $323 could come into play.

The Amgen analyst forecasts on MarketBeat offer some support for investors with a “buy the dip” mindset.

At around $380 per share in recent trading, AMGN is trading roughly in line with its consensus price target.

However, since the Novartis-fueled sell-off, Wells Fargo has raised its price target to $435 from $400, Cantor Fitzgerald has reiterated its $400 target, and BMO Capital Markets has maintained a $450 price target even after downgrading AMGN from Outperform to Market Perform.

That’s consistent with analyst sentiment since the company’s Q2 2026 earnings report.

It’s confirmation that institutional investors are placing more weight on the company’s balance sheet than on algorithm-driven selling tied to a test result that didn’t involve Amgen.