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Dear Reader, While everyone obsesses over Tesla's car sales plummeting... Jensen Huang — CEO of Nvidia and arguably the most powerful man in AI — just made a stunning declaration about Tesla's future. He said Tesla's work on what I call “Manifested AI” could be part of a "multi-trillion-dollar future industry." Think about that for a second… This is the man who built the $4 trillion company that brought forward every major AI breakthrough of the past decade. He doesn't throw around trillion-dollar predictions lightly. And yet… Nvidia’s CEO is telling everyone exactly what I’ve been saying for years now. While most people think Tesla is just another electric car company… The truth is: Tesla is the most valuable AI company in the world. And right now… Tesla is about to prove it by shocking the world with their BIGGEST AI breakthrough yet… One that will allow AI to “escape” out of your computer screen… Manifest itself here in the real physical world… All while sparking a 25,000% growth market virtually overnight. The best part of all? I discovered how you can get in on this brand new 25,000% growth market, with a little-known stock that is 168 times SMALLER than Nvidia itself. Click here now for my full report. Regards, Jeff Brown Founder & CEO, Brownstone Research
Special Report Monday.com Hits Rock Bottom: Overdone Sell-Off Ready to ReboundWritten by Thomas Hughes. Date Posted: 2/9/2026. 
Summary- Monday.com retreated to long-term lows in February as its sell-off overextended on overblown fears.
- Institutions have been accumulating this stock, which may limit downside risk, with shares trading at rock-bottom prices.
- The timing of the rebound is uncertain, as retail market sentiment is driving the action.
If you think AI is the death knell for software stocks, monday.com (NASDAQ: MNDY) isn't the stock for you. Its software-as-a-service business is often cited as ripe for disruption — potentially setting it up for a slow decline already priced into the market. However, if you believe AI's disruptive power is overstated, the sell-off in monday.com looks overblown and an opportunity may be emerging. AI is a disruptive force, but the company's Q4 results and guidance show monday.com remains in high demand. Even if AI meaningfully reshapes traditional SaaS, that change is unlikely to happen overnight. A more probable outcome is that cloud-based SaaS firms like monday.com will continue advancing technology, building partnerships with leading models, improving ecosystem compatibility and remaining a key part of business operations. As the environment evolves, leaders like monday.com appear well-positioned to benefit. MNDY Stock Falls on Cautious Guidance, Spending IncreasesAfter signing more than 220 Executive Orders… more than any president in American history… Donald Trump is preparing for one final move.
On February 24th — I have every reason to believe he will sign his Final Executive Order.
When I say that it's his FINAL executive order… Click here or below for this unbelievable story… monday.com reported a robust Q4 2025, with revenue up 24.6% to $333.9 million. The top line beat analyst consensus by about 100 basis points, helped by strength in client wins and services penetration. The company's net retention rate (NRR), a measure of revenue growth from existing customers, also improved materially, underpinned by strength among its larger accounts. The company's largest customers (defined as those with 10+ users) drove an NRR increase of 114%, while customers contributing more than $50,000 in annual recurring revenue saw NRR rise 116%. The number of customers with more than 10 users grew 8%, and customers contributing over $50,000, $100,000, and $500,000 in ARR rose 34%, 45%, and 74%, respectively — underscoring the platform's utility for enterprise users. Margin headlines were mixed. The company faced margin contraction tied to FX headwinds and higher spending, but adjusted earnings beat expectations by a wide margin — roughly 1,300 basis points versus analyst consensus — partially offsetting the negative effects. Spending on marketing and R&D was clearly purposeful: it sustained the company's double-digit growth pace and supported meaningful client wins. The company expects elevated spending to continue into 2026 with a similar near-term impact, although management indicated it does not expect those levels to be permanent. Guidance was the main sticking point for investors. monday.com provided a solid revenue guide — roughly 20% growth in Q1 and about 19% for full-year 2026 — but the margin outlook landed below some analyst expectations. There is a risk the business could underperform the guide, but internal metrics suggest the company's plan is conservative. Client growth and deeper penetration are driving results, and indicators such as a 31% increase in current remaining performance obligation (current RPO) and a 37% increase in total RPO imply the guidance may be cautious. Analysts Indicate a Deep Value Opportunity: Institutions Are BuyingAnalyst reactions contributed to monday.com's recent share-price weakness, but the decline appears overdone. Trading below $90 and well beneath the low end of many target ranges, the shares look like a deep-value candidate. Valuation metrics such as the price-to-earnings multiple support that view. Even if Q4 and 2026 margin pressure persists, the longer-term growth outlook could justify materially higher prices; a 100% to 300% rebound is conceivable if a clear catalyst emerges, and institutional positioning is setting the stage for that move. 
Institutions, which own more than 70% of the stock, have been net buyers for eight consecutive quarters. Over the trailing 12 months, the balance of purchases to sales exceeded $2 bought for each $1 sold, accelerating to nearly $3 to $1 in January 2026. That suggests institutional investors may buy a February price dip and limit downside potential. The market floor is likely near long-term lows and will be a key support level to watch; if shares fall below that support and fail to recover, broader market dynamics could shift and a deeper decline would become more likely.
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