Editor's Note: Our colleague Louis Navellier manages a $1.1 billion portfolio — including $358 million in AI stocks. He called Nvidia before it went up 44,000%, Apple before a 36,000% rise, and Microsoft before its 60,800% climb. He predicted the 2008 crash in writing, documented by MarketWatch, called the dot-com bust, and called the 2020 Covid rally. Now, as Taiwan's biggest chipmaker pours billions more into American soil, he says the AI arms race just tipped in America's favor — and he's revealing the one stock positioned to benefit, for free. But you'll want to see it before September 29.

Dear Reader,

Last week, Taiwan Semiconductor — the company that makes the chips inside almost every AI system on earth, reported blowout earnings.

It beat revenue and profit expectations and raised its full-year growth forecast past 40%.

At least, that's the headline Wall Street ran with.

But, here's the one they buried:

TSM is putting ANOTHER $100 billion into U.S. chip manufacturing.

On top of the $165 billion it already committed.

That's $265 billion, from a single Taiwanese company, betting on American soil, in the middle of an AI arms race with China.

Ask yourself why.

I don't think it's about tariffs.

I think TSM knows something the rest of Wall Street hasn't priced in yet...

Something that's sitting behind a razor-wire fence in the mountains of Tennessee, at the same secretive government lab that built the atom bomb in 1945, American scientists are finishing work on a new AI mega computer.

President Trump himself compared it to the original Manhattan Project. This time, for AI.

I call it Golden Dawn.

And I believe Golden Dawn will be 283 trillion times more powerful than today's leading AI systems; span a territory larger than the state of Texas. And that can accelerate AI breakthroughs by 36,000%, potentially turning five-year timelines into five days.

When it goes live, I believe it will trigger a $100 trillion reset of the AI markets.

TSM's $100 billion bet isn't a coincidental... it's the smart money getting in position before the rest of the market understands what's coming... like we have seen time and time again.

Earnings season is only reinforcing the case. Analysts now expect S&P 500 profits to grow near 24% this quarter, with a real shot at topping 29% once the dust settles. That's some of the strongest earnings growth I've tracked in 40 years, and most of the credit goes to AI and chip demand.

Most investors are watching the score. I'm watching what's coming next.

I've identified one company — still relatively unknown, the same way Nvidia was unknown when I recommended it in 2016 at $2.51, split-adjusted, before it went up 44,000% — that I believe is positioned exactly right for Golden Dawn's launch.

I'm revealing it, down to the ticker, in a new free presentation.

Click here to see it now.

Regards,

Louis Navellier
Senior Quantitative Investment Analyst, InvestorPlace

P.S. Taiwan Semiconductor just told you where the smart money is going — $100 billion at a time. Golden Dawn is where I believe it's headed next.

Go here before September 29th for the full details, including the ticker — before I'm forced to take this down.

Micron’s AI Memory Boom Could Send Shares 100% Higher

Written by Thomas Hughes. Article Published: 9/16/2026.

Signals ranging from price action to analyst sentiment point to another massive run for Micron (NASDAQ: MU) stock. While headwinds and hurdles—including market anxiety, profit-taking, and repositioning—weigh on the stock today, long-term trends suggest at least another 100% upside. The key hurdle in September is the growing call to slow the advancement of AI.

Micron Is Well-Positioned for AI’s Virtuous Cycle

The news reads as a red flag, but it’s also a red herring: Alarm over runaway models obscures who actually stands to gain if AI’s advance stalls.

A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.

It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.

Watch the full story and see the verified track record for yourself

As concerning as the advancement of uncontrollable models may be, it’s not the models that AI companies are worried about. In this scenario, slowing AI’s advancement—cough, cough, pausing training of the most expensive models—is what the market needs. It would reduce AI’s high upfront costs, enable hyperscalers to monetize the infrastructure already in place, improve cash flow, and reassure investors while affirming their ability to continue spending. Regarding regulation, as MarketBeat writer Chris Markoch likes to put it, what more could AI companies ask for than the government installing roadblocks for startups and widening their moat?

For Micron, this means continued, persistent demand for its high-bandwidth memory (HBM) products. The biggest risk is an anticipated earnings cliff tied to capacity expansion and price normalization. Memory chip stocks command premium pricing in 2026, which is a central factor in Micron’s results and earnings outlook.

The market is getting this wrong: This isn’t a legacy-style memory cycle in which demand spikes, peaks, and retreats, undermining pricing power. Instead, it’s the early stage of a long-running trend in which data-center demand and inference keep prices elevated. The concern is that efficiency gains could reduce the amount of memory each query requires. But efficiency isn’t a memory killer. Rather, it makes inference more affordable, and affordability drives demand, increasing the number of queries and the need for memory.

Micron Winds Up for Big Move, Technicals Point to $1,600-$2,400 Range

Micron’s price action is very bullish. The stock has rallied strongly over the trailing 12 months, rising almost $800, or 500%, and has also crossed an inflection point, creating a price gap that was later confirmed as support.

The weekly chart shows a robust rally and consolidation range, likely signaling continuation. The critical details are the magnitudes of the range and rally, which approach $400 and $800, respectively. These are the projected magnitudes for future price action, assuming a fresh high is set, putting the technical price targets at $1,600 and $2,400.

Among the more bullish technical factors is MACD convergence. MACD convergence signals a strengthening market that is likely to retest existing highs and move on to new ones. The technical risk is that the price will top out near the existing highs, but earnings and analyst trends suggest otherwise.

Micron’s analyst trends are as bullish as they have been in the last two years. MarketBeat’s data reveals steady, firm coverage, with 38 analysts showing strong conviction. They rate MU a consensus Buy, with a 92% buy-side bias, and the price target trend is upward. The consensus forecast calls for a move to $1,295, representing 40% upside as of mid-September—enough to set a fresh high. More importantly, the trend points to a consensus-or-better price target, with the high end at $2,000, representing more than 100% upside and falling within the technical targets.

Capacity Constraints to Continue: HBM Prices Aren’t Going to Fall Soon

The catalyst for MU stock is capacity constraints. The market is focused on expansion plans but fails to understand that capacity increases aren’t expected to significantly affect supply until at least late next year. Market tightness is likely to linger through 2028 or longer. More aggressive forecasts suggest that tightness will persist into 2031, and there are numerous reasons to believe them.

Not only is the DRAM market neglecting its legacy business and building shortfalls in non-AI markets, but system-wide HBM demand will continue to increase. Advanced Micro Devices (NASDAQ: AMD) isn’t using MU for its MI-450s but does use HBM—more than NVIDIA (NASDAQ: NVDA), in fact. AMD’s sales are expected to explode over the next few quarters, keeping HBM supplies tight.

If investors need further proof, they need only look at Micron’s backlog and commitments. As it stands, the company has more than $100 billion in logged orders, its capacity is sold out through 2027, and it will likely sell out through the end of 2028 soon. Commitments include 16 major long-term supply contracts with set pricing, providing visibility. In the words of CEO Sanjay Mehrotra, demand exceeds capacity by approximately 50%. In this environment, there is no reason to think the HBM market will crash anytime soon. Acceleration is more likely.

Optical Cable Corporation Is Starting to Get the Market’s Attention

Written by Thomas Hughes. Article Published: 9/12/2026.

Optical Cable Corporation (NASDAQ: OCC) is poised for explosive upside as the AI industry drives accelerating demand for its products.

OCC manufactures fiber-optic, copper and hybrid cabling solutions for data centers, enterprise networks and government customers.

A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.

It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.

Watch the full story and see the verified track record for yourself

After a long period of pressure, the stock is rebounding in 2026 and is positioned to reclaim value lost after the dot-com bust.

The takeaway is that this is not a recovery of the old business. Instead, it reflects new demand driven by next-generation technologies and AI, which remains in its earliest phases.

Optical Cable Corporation: A Safe Microcap Play

Optical Cable Corporation is a microcap stock, but unlike most microcaps, it has an established business and, more importantly, positive cash flow and profits. Third-quarter results included $24.3 million in revenue, driven by demand across segments and representing a 22% increase from the prior year. Gross margin also improved by 570 basis points.

Key details include the backlog, which grew by about 85% year over year, pointing to sustained strength and accelerating momentum in future quarters. Other critical improvements include significant margin gains from revenue leverage, including the 570-basis-point increase in gross margin and a 10-basis-point reduction in SG&A expenses as a percentage of revenue.

Profitability is real. The company delivered 21 cents in GAAP earnings, up more than fivefold from the prior year, and management said strong sales and demand continued into August. The company did not provide guidance, but its commentary was optimistic, highlighting improving product demand and expanding global opportunities.

Improving Visibility Underpins Stock Price Action

While analyst coverage and institutional holdings remain limited, improving visibility and market interest are fueling the stock's uptrend. Recent news includes OCC's inclusion in the Russell Microcap Index, a move that not only enhances market awareness but can also encourage additional ownership. With approximately $1.5 billion in funds linked to the index, the inclusion provides a firm foundation for future price gains.

Additionally, an expanding partnership with Lightera is driving gains. Management confirmed that the alliance has transitioned from planning to execution, with the first bundled products delivered in the third quarter. The partnership aligns Lightera's cable designs with OCC's bundling capabilities and targets AI applications through a joint go-to-market strategy. One benefit for OCC is greater supply chain stability: Lightera helps insulate the company from industry bottlenecks and shortages by providing cables for bundling.

A Robust Technical Outlook for OCC Stock

The Russell Microcap Index's impact is reflected in institutional data. Russell-linked funds own a small 13% stake but have been accumulating aggressively over the past few quarters. The only downside is that profit-taking and rotation drove volatility and capped gains in summer 2026. However, the technical chart signals point to higher highs later in 2026 or early 2027.

The strongest signals are rising trading volume, which has trended steadily higher since late 2024, when the AI opportunity emerged, and a MACD convergence. MACD convergence can signal improving market momentum, supporting the case for a retest of previous highs if buying pressure continues.

The critical resistance target is near $22.50. It aligns with dot-com-era resistance and marks a significant inflection point for traders. In this scenario, a sustained move above $22.50 would signal a buy, with clear upside to about $38. A move to $22.50 represents roughly 65% upside as of early September; a move to $38 would add another 65% to 70% in upside.

OCC Has Risks, But the Market Is Wising Up to the Opportunity

The biggest risk for Optical Cable Corporation is its focus on Tier 2 hyperscalers. These smaller, co-located, AI-focused enterprises and laboratories provide less visibility into future revenue and earnings sustainability. In this environment, revenue and earnings gains can be lumpy, and that volatility will be reflected in the stock price.

Additionally, the company's inventory build-up has increased its working capital needs, creating cash-flow risks. The company will need to convert its backlog in a timely fashion to maintain liquidity and financial health. As it stands, the balance sheet is healthy and leverage is low, but the company's capitalization remains modest.

What the market gets wrong about OCC—and what it is starting to realize—is that OCC is no longer a legacy play on commoditized fiber-optic cables. The company is not a standard manufacturer; it produces ruggedized specialty products and has a widening moat built on custom solutions for its Tier 2 clients. Turnkey solutions enable fast, easy deployments for customers and can deepen those relationships. More importantly, increased demand and sustainable sales translate directly into bottom-line profitability, which is what counts.