Dear Fellow Investor,

Elon Musk has created more millionaires than any other person on the planet.

• Tesla has made more than 5,000 of its own employees millionaires.
• SpaceX minted 4,400 new millionaires in a single day.
• A welder with a $10,000 SpaceX stock package became a millionaire on IPO day.

Now Elon is gearing up for the biggest venture of his entire career.

Former Wall Street CEO Dylan Jovine says it could be bigger than all of Elon's previous ventures combined.

And this time, you don't need to be a SpaceX insider or an early Tesla investor to get rich from it.

Because this new venture is powered by an obscure AI firm that 99% of investors have never heard of.

Elon has quietly relied on this firm since 2012.

It supplies crucial technology for Tesla, Starlink and SpaceX.

Dylan calls it "Elon's 100X AI Stock."

His research indicates it could mint an entire new class of millionaires, starting on October 24.

And this time, you could be part of it.

See Elon's 100X AI Stock before October 24 here >>

The Buck Stops Here,

Kelly Maguire
Behind the Markets

NVIDIA Just Strengthened the Case for Its Massive Stock Price Upside

Submitted by Thomas Hughes. Publication Date: 9/29/2026.

NVIDIA (NASDAQ: NVDA) strengthened the case for significant share price upside by announcing a record-breaking $150 billion share buyback authorization. Backed by its cash flow and balance sheet, the buyback sends several bullish signals.

At face value, the authorization affirms NVIDIA’s confidence in future cash flow, which, in turn, validates the AI buildout. In addition, investors can assume that downside will be limited during price pullbacks, as NVIDIA is likely to continue repurchasing shares when prices dip.

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The question is how much strength the authorization provides. Record or not, $150 billion is a drop in the bucket compared with NVIDIA’s $5.4 trillion valuation—about 2.7% of its market capitalization, to be exact.

However, the signal is that buybacks can continue at their current pace indefinitely. The total remaining authorization is valued at roughly 4% of the company’s market capitalization, and further increases to the authorization are likely.

NVIDIA’s share buybacks are significant, giving investors increasing quarterly leverage. Highlights from Q2 show that share-count reduction accelerated to about 1% over the trailing 12 months, a pace likely to continue in the coming quarters unless it accelerates further. Either way, the company can sustain its $19.7 billion Q2 pace for the foreseeable future, setting the stage for sustained and substantial share-count reduction over time.

NVIDIA's Explosive Gains Are Over, Steady Compounding Ahead

Investors and traders looking for big, triple-digit gains in under 12 months might want to look elsewhere, as NVIDIA’s days of producing those types of returns are likely over. However, investors seeking sustainable, incremental annual returns compounded by share-count leverage and dividends have a robust runway ahead.

While technical price action suggests upcoming moves will be short, potentially jerky and likely followed by longer consolidations, the growth and valuation metrics suggest that investors will have multiple opportunities to capitalize on short-term stock price spurts. Long-term earnings forecasts suggest NVIDIA trades at a fraction of its potential value, and the stock is positioned to advance by 400% over the next 10 years as it executes its strategy.

Is NVIDIA wasting money on share buybacks? No. NVIDIA’s AI dominance, built on GPUs but driven by CUDA, connectivity and software services, provides robust cash flow. Q2 adjusted net income approached $54 billion, more than double the company’s capital returns, which include both buybacks and dividends. This profitability, along with trailing-12-month free cash flow, has enabled both aggressive acquisitions and responsible balance-sheet management.

Balance-sheet highlights help put any misgivings to rest, including more than $160 billion in cash, securities and receivables. Liabilities and debt are also rising, but only marginally and in response to increased operating demands, with total liabilities well below the company’s liquidity position.

Analysts Cheer as NVIDIA’s Buyback Drives Confidence

Analysts welcomed NVIDIA’s buyback announcement, highlighting it as a sign of financial strength, a mechanism for easing concerns about AI spending and a signal that management believes the stock remains undervalued. While no analysts immediately revised their price targets after the announcement, the commentary reaffirmed the broader trend, which includes increasing analyst coverage and high conviction in the Buy rating. The consensus forecasts 40% upside from late-September highs, but the trend matters more, pointing to a high-end price target of $515 and more than 100% upside.

Among NVIDIA’s catalysts is the launch of its open-source Open Agent Safety Platform. It responds to the growing number of AI “incidents” and is intended to keep developers ahead of the curve. The platform runs on two systems: The first lets users set and enforce controls, while the second acts as a watchdog to detect and intervene when agents behave suspiciously. The assumption is that incidents such as the one at Hugging Face could have been prevented; the outcome is that NVIDIA’s leadership position remains unassailable.

NVIDIA’s biggest risk is obsolescence. It is essential to AI today, but labs and hyperscalers are developing proprietary technologies across the industry. One or more of them could disrupt the hardware or software stack, making NVIDIA one of many choices. Until then, hyperscalers continue to rely on NVIDIA hardware, with proprietary technologies likely years, if not a decade, away from being available at scale. Those technologies will one day exist alongside NVIDIA, helping hyperscalers differentiate themselves without displacing NVIDIA from its moat.

The market often gets the timing of AI monetization wrong: It comes in waves and plays out over years. The first wave is the initial buildout, which is underway and expected to continue. The second is the monetization of investments made over the past three years. That phase has begun for NVIDIA and companies such as Oracle (NYSE: ORCL) and is expected to gain momentum over the next three years. In this scenario, NVIDIA’s dependence on GPUs for growth fades over time in favor of the ancillary technologies built on top of those GPUs, of which there are many. Key areas include automotive and robotics, as well as the implementation of physical AI.

The Nasdaq Nears a Major Breakout: 5 Tech ETFs to Play the Move

Submitted by Ryan Hasson. Publication Date: 9/28/2026.

The technology sector is knocking on the door of a major move. The Nasdaq-100, which tracks 100 of the largest nonfinancial companies listed on the Nasdaq, is pressing up near its all-time high after breaking out of a multimonth consolidation. If it clears that level and follows through, it could mark the start of a fresh leg higher for the group that has driven much of this bull market.

Not everyone, though, wants to be a stock picker. Choosing individual winners takes time, research and a stomach for single-stock volatility, and plenty of investors would rather gain exposure to the theme without betting the farm on any one name. That is exactly what exchange-traded funds (ETFs) are built for. An ETF bundles dozens of stocks into a single basket and ticker, spreading risk while still capturing the trend for a specific theme, sector or subindustry. For those looking to ride a potential technology breakout without picking individual stocks, here are five tech-focused ETFs, each offering a different angle on the same powerful theme.

Invesco QQQ Trust: The Benchmark Itself

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If one ETF defines the technology trade, it is the Invesco QQQ Trust (NASDAQ: QQQ). This ETF tracks the Nasdaq-100 Index, making it the most direct way to own the breakout everyone is watching. When commentators talk about "the Nasdaq" making new highs, QQQ is effectively the vehicle that mirrors that move. It holds 102 of the largest nonfinancial companies listed on the Nasdaq, with top positions in NVIDIA (NASDAQ: NVDA), Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT).

The fund is up roughly 21% this year and sits within a whisker of its all-time high of $748.65, making it the clearest expression of the breakout thesis. With a low expense ratio of 0.18% and enormous daily trading volume, QQQ is about as liquid and accessible as an ETF gets. For an investor who wants to own the technology benchmark and ride any follow-through if the broader sector breaks out, QQQ is the natural starting point.

Technology Select Sector SPDR Fund: The Low-Cost Heavyweight

For investors who want similar large-cap tech exposure at rock-bottom cost, the Technology Select Sector SPDR Fund (NYSEARCA: XLK) is worth a close look. XLK holds the technology companies in the S&P 500 and carries an expense ratio of just 0.08%, less than half of QQQ's, making it one of the cheapest ways to own the sector.

The trade-off for that low cost is concentration. XLK is heavily weighted toward its three largest holdings, NVIDIA, Apple and Microsoft, which together account for roughly 40% of the entire fund. That makes it a more concentrated bet on mega-cap leaders than QQQ, which can be a strength when those giants lead and a risk when they stumble. The fund has been one of the strongest performers in this group, up more than 36% on the year, and it sits just below its 52-week high. Unsurprisingly, given the fund's holdings, XLK's daily chart looks similar to QQQ's. In the short term, a push above last week's high could trigger a move past the ETF's all-time high of $198.73. For cost-conscious investors comfortable leaning into the biggest names, XLK is a compelling option.

VanEck Semiconductor ETF: The Engine Room of AI

If the technology breakout is being driven by anything, it is semiconductors, the chips that power everything from AI data centers to smartphones. The VanEck Semiconductor ETF (NASDAQ: SMH) offers concentrated exposure to that engine room, holding 25 of the largest U.S.-listed semiconductor companies. The fund is led by a hefty position in NVIDIA at more than 19% of the fund, followed by Taiwan Semiconductor (NYSE: TSM).

What makes SMH particularly interesting right now is that, unlike QQQ and XLK, it is not yet near its all-time high. The fund sits roughly 10% below its 52-week high of $671.83, even after climbing more than 65% this year. More recently, since reclaiming its key medium-term moving averages, it has started to position itself more bullishly. For investors who believe the chip trade has further to run as the broader sector breaks out, that gap could represent catch-up potential. The trade-off is volatility and concentration in a particular theme. SMH has a beta of 1.73, meaning it can move more violently than the broad market in both directions. It is the higher-octane way to play the theme, offering more upside if semiconductors lead the next leg but sharper drawdowns if they wobble.

NEOS Nasdaq 100 High Income ETF: The Income Twist

The NEOS Nasdaq 100 High Income ETF (NASDAQ: QQQI) offers something genuinely different from the others on this list. It provides exposure to Nasdaq-100 companies, with NVIDIA, Apple and Microsoft among its top holdings, but layers a covered-call options strategy on top of that portfolio to generate income. The result is an eye-catching dividend yield of 13.70%, paid monthly, which is virtually unheard of for a technology fund.

Here is where honesty matters, though: That income comes at a cost. By selling call options against its holdings, QQQI caps its upside, meaning that in a strong breakout, it will not keep pace with QQQ's price appreciation. The fund is up just 3.5% this year in price terms precisely because the covered-call strategy trades away some of that growth for cash flow. For an investor whose priority is generating steady monthly income while still holding exposure to big tech, QQQI could be a clever tool. For someone whose main goal is maximizing gains from a breakout, it is likely the wrong fit, and that distinction matters. It is the one fund here primarily designed for income, with growth as a secondary objective.

iShares Semiconductor ETF: The Broader Chip Play

Rounding out the list is the iShares Semiconductor ETF (NASDAQ: SOXX), another way to play the all-important semiconductor space, but with a slightly different construction than SMH. SOXX holds 34 semiconductor stocks, a broader basket than SMH's 25, and its top holdings are more evenly spread. They include Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD) and Micron Technology (NASDAQ: MU), rather than being dominated by a single name.

That more balanced weighting can help investors get chip exposure without relying so heavily on NVIDIA's performance. SOXX has been the best performer in this group, up about 90% on the year, yet, like SMH, it still trades meaningfully below its 52-week high of $655.95, leaving similar catch-up potential if the sector breaks out alongside the broader Nasdaq. With an expense ratio of 0.34% and a diversified roster of industry leaders, SOXX offers a compelling, slightly more balanced alternative for playing the semiconductor engine behind the technology trade.

5 Roads, 1 Destination

These five funds are unique because they offer distinct paths to the same destination. QQQ is the benchmark and arguably the purest expression of a potential Nasdaq breakout. XLK is the ultralow-cost, mega-cap-heavy alternative. SMH and SOXX turn up the intensity with concentrated semiconductor exposure, with both still trading meaningfully below their 52-week highs. QQQI flips the script entirely, trading some potential price upside for a significant monthly income stream. Each carries its own blend of risk, cost and reward, and each responds differently to the same market move. If the technology sector is indeed nearing a fresh uptrend and potential breakout, these five funds represent very different ways to be positioned for the ride.