 Editor's Note: If you don't know Marc Chaikin, he's a living Wall Street legend that famous investors like Steve Cohen owe a huge debt of gratitude to for helping them build billion-dollar businesses. He's even been nicknamed "The Billionaire Maker." So, when he comes out with a new stock recommendation, I pay attention. The one below is so promising, I had to share it with you today. And if you click any of the links in Marc's e-mail below, you'll get the name and ticker of the company he's pounding the table on absolutely free.
Dear Reader, In 2023, my system flashed bearish on an automotive company virtually no one had yet heard of. Soon after, the stock crashed 35%. But today, that stock's outlook has made a full 180-degree turnaround. Check it out: 
My system now rates this company "Very Bullish," with extremely high marks across the most critical factors in my stock analysis. Because the very same company my system warned about in 2023 just formed a groundbreaking partnership with the king of AI, Nvidia. See, Nvidia has built what is essentially the brains of the AI-powered cars of the future. But getting that brain inside vehicles and operating safely is an enormously complex job. That's precisely the job that went to this company. (Get the name and ticker FREE right here.) That partnership basically hands this barely-known company the keys to the self-driving kingdom on a silver platter. So, if you want to benefit from a company quickly becoming the center of the massive autonomous-vehicle trend, forget Tesla and get this stock's ticker before it becomes a household name... Sincerely, Marc Chaikin
Founder, Chaikin Analytics P.S. Autonomous cars are the future, and too many people make the mistake of thinking Tesla stock is the best way to profit. Not even close! Watch right here where I compare Tesla side by side with the company I'm talking about above and you'll see why it’s time to dump Tesla and buy this stock instead.
This Week's Featured Article
Is the Memory Rally Still Alive After the Semiconductor Sell-Off?Authored by Jessica Mitacek. Date Posted: 7/2/2026. 
Key Points
- The recent semiconductor selloff appears to be a valuation correction rather than a breakdown in long-term demand.
- Micron Technology's market cap grew to approximately $1.2 trillion, with massive year-over-year earnings growth in Q3 FY2026.
- The Roundhill Memory ETF has gained over 130% since its April 2 launch.
- Special Report: ALERT: Drop these 5 stocks before the market opens tomorrow!
Investors are creatures of habit. Behavioral finance plays a powerful role in their decisions, which are often shaped by psychology, emotions, and cognitive biases. The result is that choices can look regrettable in hindsight. That subjective decision-making was on full display last week, as the fear-driven semiconductor sell-off wiped out $2.7 trillion in market cap from some of the biggest winners over the past year.
But what we have learned is that those fears—warranted or not—have surfaced before. And time and again, sellers are left on the sidelines as the tech sector bounces back. The reality is that despite a series of all-time highs for the major indices, triple-digit gains for AI-leveraged stocks, and a concerning pattern of circular financing, the structural rally in memory chip makers remains intact. Why Chip Stocks Sold Off Despite Strong AI DemandMarket contrarians have been on the lookout for the next bubble ever since the last one burst. But the ongoing AI-fueled bull market is not the same as the dot-com crash, which was defined by unsustainable valuations, untenable burn rates, and a focus on growth over profitability. Rather, the so-called AI bubble has proven to be multi-faceted and constantly evolving. And like any price run-up, the latest pullback in chip stocks was less a symptom of an overextended market than a normal part of a healthy market cycle. Still, jittery investors dumped shares over concerns about rising hardware input costs, debt spending, and ballooning CapEx. Apple (NASDAQ: AAPL), for instance, recently announced price hikes for Macs and iPads, directly attributing those increases to the memory chip shortage. Gaming hardware is feeling the pressure as well. Microsoft (NASDAQ: MSFT) increased its XBOX console prices, and Nintendo (OTCMKTS: NTDOY) showed similar strain with a Switch 2 price increase set to take effect Sept. 1. CapEx is another concern. A perceived rift between hyperscalers’ consumption and memory suppliers’ production has surfaced, with investors worried about potential shortfalls in return on investment. Collectively, four of the biggest hyperscalers—Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), and Microsoft—are on track to spend more than $700 billion in CapEx this year. But Wall Street isn’t convinced that spending will translate into earnings. Analysts question whether that funding will produce near-term, high-margin revenue, given that those companies aren’t just paying for more hardware; they are paying vastly inflated prices. For example, during its Q3 FY2026 earnings call, Microsoft’s CFO Amy Hood disclosed that $25 billion of its projected $190 billion CapEx is being driven by component inflation rather than new capacity. Still, even with trillions wiped out from memory chip market caps in June, the PHLX Semiconductor Index remains up more than 11% over the past month, nearly 99% year to date, and 157% over the past year. With the shortage forecast to last at least through 2028 while enjoying a compound annual growth rate of 11.6% through 2030, the recent pullback appears to be a valuation correction rather than a breakdown in long-term demand. The Proof in the Pudding for Micron and the Roundhill Memory ETFIn the first half of 2025, Micron Technology (NASDAQ: MU) was a little-known name. In Q1 FY2025, its market cap stood at just over $108 billion. Today, the company’s market cap is approximately $1.2 trillion, making it the 12th largest U.S.-listed company. Micron has gained over 200% year to date and more than 750% over the past 52 weeks. The company hasn’t missed on earnings since Q2 FY2023, and its year-over-year earnings growth in Q3 FY2026 was over 1,358%. Still, the stock carries a consensus Buy rating, a 12-month price target of more than 20% above current prices, and Micron announced gross margins of nearly 85% and earnings per share of $25.11 when it reported Q3 results on June 24. Importantly, during its earnings call, the company said it signed 16 strategic customer agreements covering data center, consumer, auto, and other markets. Micron believes those agreements will transform its business model, showing that demand isn’t being driven solely by hyperscalers. Meanwhile, one thematic exchange-traded fund (ETF) continues to prove June’s panic sellers wrong. Less than two weeks after making its debut, MarketBeat profiled the Roundhill Memory ETF (BATS: DRAM). The ETF was designed explicitly to provide targeted exposure to the memory chip industry. Since its launch on April 2, the fund has gained over 130% despite the recent and sizable sell-off. For context, over the same period, Alphabet—the best Magnificent Seven performer—gained less than 21%, underscoring the raw growth potential of memory chip makers, the ETFs that track them, and the individual semiconductor stocks that are in their baskets. DRAM holds Micron, SK Hynix (which recently filed for its NASDAQ IPO), and Samsung (OTCMKTS: SSNLF), which together are three of the newest members of the trillion market cap club. To top it off, the ETF also owns Sandisk (NASDAQ: SNDK), Western Digital (NASDAQ: WDC), and Seagate Technology (NASDAQ: STX).
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