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.

Micron’s Earnings Reveal Why the AI Memory Boom May Last Longer

Author: Thomas Hughes. Article Published: 10/1/2026.

Micron’s (NASDAQ: MU) stock could double and still appear undervalued because its Q4 earnings report for fiscal 2026 (FY2026) answered three important questions about the duration of high-bandwidth memory (HBM) shortages, operational leverage and cash flow.

Simply put, the market is misjudging HBM demand and the extent to which capacity remains constrained. Micron says 75% of its capacity is already booked through the end of 2027, with supply and demand expected to tighten further in 2028.

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Looking further ahead, 35% of capacity is booked through 2030, supported by signed contracts. That figure is likely to increase as the year progresses.

The gains in monetization, operational leverage and cash flow revealed in the report were impressive, but they will not last forever.

Eventually, the HBM market will stabilize, but the odds are high that this will not happen until sometime in 2028 or later, with the likelihood of an even later recovery increasing each quarter.

In Micron’s fiscal Q4, gross margin nearly doubled year over year, operating margin more than doubled, operating cash flow increased 7.7 times to more than 81% of revenue, and net income and adjusted earnings per share grew 11-fold. Looking ahead, management expects an even stronger year and issued fiscal Q1 guidance well above consensus forecasts.

Micron’s Blowout Quarter Shows AI Memory Demand Is Still Accelerating

Micron had a robust quarter, with demand supporting higher prices, driving revenue gains and wider margins. Net revenue rose to $54.23 billion, up 379.1% year over year (YOY) and 30.8% sequentially, exceeding expectations by more than 500 basis points (bps). Growth was driven by strength in both the DRAM and NAND markets. NAND strength is especially important because it stores the vast amounts of data that AI systems generate and use, pointing to broader, sustained AI demand beyond HBM. DRAM, which includes HBM, grew 27% sequentially and 252% for the year, while NAND grew 42% sequentially and 274% for the year.

All segments produced triple-digit growth, led by the Core Data Center business. It grew 11.4 times YOY, followed by 4.75 times growth in Automotive and Embedded, 3.6 times growth in Cloud Memory, and 3.5 times growth in Mobile and Client.

Micron’s guidance was strong, with positive implications for analyst estimates. Although strength was expected, the size of the beat suggests analysts will need to adjust their Q1 and full-year forecasts and will likely do so again as the year progresses, keeping the bullish trend intact. The likely outcome is that Micron continues to show strength, outperforms its guidance and raises its full-year forecast before year-end.

Analysts' Conviction in Micron’s Bull Case Strengthens

Analysts responded enthusiastically to the release, highlighting top-line strength and signs of durability while reaffirming bullish ratings or raising price targets. At present, the 45 analysts MarketBeat tracks show strong conviction in the Moderate Buy rating, with an 88.8% Buy-side bias, no Sell ratings and an uptrend in price targets. Consensus forecasts call for approximately 30% upside from September’s closing price, but the trend is what matters, pushing the high end to $2,000, or nearly 100% upside if reached.

Institutional trends suggest that an upside move may be developing. Institutions own more than 80% of the shares and resumed buying in Q3 after mixed activity in Q2. Their buying aligns with the August price bottom and subsequent rebound, setting the stage for the uptrend to continue now that fiscal Q4 results and forward guidance have been released. More importantly, institutional ownership signals a floor for price action, limiting downside risk.

Micron’s Balance Sheet Derisks the Outlook

Investors should not overlook Micron’s balance sheet. Improved leverage, margin expansion and cash flow have driven significant improvements from the previous quarter and year. Key details include cash increasing fourfold to more than $38 billion; higher investments, inventory and receivables; current assets rising threefold YOY; and total assets more than doubling.

Other key details include higher current and total liabilities, though they are growing more slowly than assets; significant debt reduction; and improved cash flow capacity and shareholder equity. Equity, a measure of shareholder value, grew 38% sequentially and more than 2.5 times YOY and is expected to continue expanding in the coming year.

Micron’s price action was uncertain in after-hours trading following the release. Shares fell on the news, revealing a market that was already expecting strong results. However, the stock did not fall far, suggesting buyers were waiting, if not aggressively eager, to buy on good news.

The likely outcome is that MU continues consolidating within its existing range, potentially gaining traction by year-end. The biggest risks are macroeconomic, including inflation, higher interest rates and the cost of capital for expansion, but cash and cash flow help mitigate them. Micron is well-positioned to execute its strategy in 2027, including plans to accelerate capacity increases.

3 Energy ETFs Built for Oil’s New $100-Plus Reality

Author: Nathan Reiff. Article Published: 9/24/2026.

As a sector, energy has been one of the dominant corners of the market in 2026. In some respects, its performance comes down to a handful of factors: supply disruptions, refining margins and a seismic geopolitical shift following the advent and continuation of the Iran war. Regardless of whether the conflict is resolved this year, the global oil market will likely feel its effects for a long time. Massive disruptions to pumping stations and pipelines in the Middle East, along with the realignment of major energy players and their shifting priorities, could have lasting consequences.

A number of oil and gas exchange-traded funds (ETFs) offer varied approaches to the energy sector. All have performed exceptionally well, returning at least 40% year to date (YTD), but investors must understand their differences to match their investment goals with the demands of a turbulent market.

Why Energy ETFs May Continue to Shine Brightly

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Both Brent and WTI crude have traded well above $100 in September, dramatically higher than the $70 range in which these benchmarks hovered at the start of the year. With the Strait of Hormuz and the Saudi Petroline both heavily disrupted by the conflict, the flow of millions of barrels of oil per day has slowed dramatically or stopped altogether, creating a massive supply shock.

As a result, some energy companies have benefited significantly—oil refiners, for instance, have approached record highs over the summer—while companies in other parts of the value chain have not seen the same results. ETFs with an appropriate focus on the sector may capture these benefits while mitigating individual-stock risk.

An Equal-Weight Approach That Favors Smaller E&P Names

The SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA: XOP) reached its highest level in more than 11 years in September, reflecting both the oil-price environment and the fund's construction.

The fund uses a modified equal-weight approach that benefits smaller exploration and production (E&P) companies alongside their larger rivals. This can lead to strong results during periods of high oil prices, as smaller E&P firms may also have proportionally lower fixed costs, allowing more of each dollar earned from crude to flow directly to cash flow.

The fund's portfolio is not particularly large, with just 53 holdings, but it is fairly divided among large- and mid-cap companies and includes a modest portion of small-cap names. Because the E&P space is known for dividend payments, XOP is also a potential source of income in addition to its capacity for appreciation; the fund has a dividend yield of 1.8%. The availability of this equal-weight approach and distribution at a relatively low expense ratio of 0.35% may add to the fund's appeal, on top of XOP's 45% return so far this year.

A Similar Approach to XOP, But Leaning on the Major E&P Firms

With 48 positions, the iShares U.S. Oil & Gas Exploration & Production ETF (BATS: IEO) has a portfolio that overlaps considerably with XOP. Both funds focus on the E&P segment of the energy sector, but IEO does not weight its holdings equally.

Indeed, a handful of major companies—ConocoPhillips (NYSE: COP) and Marathon Petroleum Corp. (NYSE: MPC), among others—carry significant weight. The top 10 positions account for about 72% of the fund's investments.

This approach is well suited to investors seeking focused exposure to the largest and most stable names in the E&P sector, but it may miss some of the potential gains offered by smaller companies.

On the other hand, it can reduce risk for investors who are cautious about entering an already volatile space.

IEO has a comparable dividend yield of 1.7%, but its expense ratio is two basis points higher than XOP's, at 0.37%. Its 51% YTD return also exceeds that of its rival.

Oil Refiners Outperform, But at a Higher Cost

The VanEck Oil Refiners ETF (NYSEARCA: CRAK) takes a different approach from the funds above by targeting oil refiners specifically.

This ETF has the narrowest portfolio of the three products, with just 26 names, including some that individually account for 8% or more of its assets.

CRAK also looks beyond U.S. companies, with only about 37% of the portfolio allocated to domestic stocks. This makes the fund appealing to investors seeking to diversify beyond the U.S. energy space.

Although CRAK's dividend yield is lower than those of the funds above, at 1.2%, and its expense ratio is considerably higher at 0.61%, the fund has far outperformed XOP and IEO this year. It has returned 69% YTD, and if crack spreads remain elevated, CRAK could continue its rally.