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Dear Reader,
CNBC just handed investors a $9.1 billion clue.
And almost everyone is looking straight past it.
Riot Platforms, a company best known for mining Bitcoin, just signed a 20-year agreement to provide 191 megawatts of data center capacity to Anthropic.
This is not another AI demonstration. It is a massive, long-duration infrastructure commitment from the company I believe could become the most important tech IPO of 2026.
Meanwhile, ordinary investors keep chasing the same obvious names: Nvidia, Apple, SpaceX and OpenAI.
But the CEO of the world's largest sovereign wealth fund just warned that even its roughly $2 trillion fortune could suffer an unexpected, devastating loss.
Crowded does not mean safe. Famous does not mean early.
And the biggest opportunity may still be hiding...
I have identified one publicly traded vehicle that counts Anthropic as its largest holding. It also offers exposure to Databricks and Anduril.
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Click here to learn more about the mystery ticker and how to get my full buy instructions.
Good investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
P.S. Riot just attached an expected $9.1 billion and 20 years to Anthropic's appetite for compute.
Yet most investors still don't know the public ticker I believe offers the cleanest backdoor before an IPO announcement.
The meter is already running.
Learn more about the ticker and how to get full buy instructions now.
3 Stocks Whose Charts May Be Signaling the Next Big Move
Written by Dan Schmidt. Date Posted: 8/9/2026.
Key Points
- YETI Holdings is defending its 50-day moving average after a Golden Cross, with Goldman Sachs raising its price target to a Street-high $63 ahead of Aug. 13 earnings.
- Booking Holdings reclaimed key moving averages before Q2 earnings beat guidance and consensus, with 9% gross bookings growth despite more cautious revenue guidance from CEO Glenn Fogel.
- 3M formed a Golden Cross and topped $180 per share after a Q2 double beat and triple raise, though analysts see much of the upside already priced in.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Technical analysis tells a story about a stock, but those stories don’t always follow the same script. Sometimes, technical analysis offers a story of justification, such as when a stock defends a moving average. Other times, it tells a story of revival, such as when a breakout reclaims a level that hadn’t been seen in years.
In the absence of hard data, technical analysis can serve as a barometer of the market’s mindset, and sudden trend shifts often precede fundamental catalysts. These three stocks are in the midst of plot twists, and in each case, the technical signals are backed by supporting data.
YETI Holdings: Defending the 50-Day Moving Average Inside an Uptrend
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π Unlock the ticker now and get it completely free.The breakout in YETI Holdings Inc. (NYSE: YETI) shares began in April, when the stock crossed above its 200-day and 50-day moving averages, supported by a similarly bullish move in the Relative Strength Index (RSI).
This led to a Golden Cross, with the two key moving averages crossing and confirming the new uptrend as the price accelerated and the gap between them widened.
But now comes the plot twist: The stock has stalled since its post-earnings bump, and this choppy trading cycle has sent the price toward support at the 50-day moving average.
A strong technical trend typically resembles a football backfield, with the stock price out front, followed by the 50-day moving average and then the 200-day moving average.
When a previously uptrending stock dips below its 50-day moving average, it’s often one of the first warnings that momentum may be waning.
The 50-day moving average appears to be holding, and the RSI has confirmed this support by refusing to dip into bearish territory. The stock also has a pair of summer catalysts.
On July 20, Goldman Sachs analyst Brooke Roach upgraded the stock from Neutral to Buy and raised her price target to a Street-high $63 from $46, a significant revision for a mid-cap specialty retailer. One of the trends she cited came from the Q1 2026 report, which showed Drinkware sales growing 5% year over year (YOY) after a multiyear slump.
The next catalyst, the Q2 2026 earnings report, is scheduled for a premarket release on Aug. 13.
Booking Holdings: Earnings Print Confirms Technical Reclamation
Shrewd investors likely took notice when shares of Booking Holdings Inc. (NASDAQ: BKNG) reclaimed their 50-day and 200-day moving averages in the weeks leading up to Q2 earnings. The stock had been taking a beating so far this year, driven by fears that AI bots would replace online travel agencies.
Technical traders began accumulating shares again after the MACD indicator signaled a bullish crossover, with its two lines crossing above the histogram. When the company’s Q2 2026 results were released after the market closed on Aug. 4, those traders were rewarded for recognizing the shift.
Management’s concerns about war-induced travel disruptions in Iran did not materialize in the Q2 numbers; earnings per share (EPS) and revenue exceeded both guidance and analyst consensus. Room nights and gross bookings both grew ahead of management’s expectations, including 9% YOY growth in gross bookings compared with guidance of 4% to 6%.
One potential trouble spot in the report was more conservative revenue guidance from CEO Glenn Fogel, which raised eyebrows as the company enters its busiest seasonal quarter. However, analysts seem unfazed; BTIG Research, Wedbush and Cantor Fitzgerald all boosted or reiterated their price targets following the Q2 report.
MMM: Long-Awaited Breakout Backed by Fundamental Strength
Shares of 3M Company (NYSE: MMM) have risen from the ashes like a phoenix since bottoming in 2024, and further evidence of the company’s revival has emerged this year.
The stock price has crossed the $180 mark for the first time since 2018, when gas averaged less than $2.75 per gallon and Bryce Harper was still with the Washington Nationals.
That performance stalled at the start of 2026, but technical trends point to another resurgence. A Golden Cross formed at the end of July, cementing a new uptrend with the share price above both moving averages. The RSI also shows a steady uptick in buying pressure that began in March and accelerated following the Q2 earnings release.
3M released its Q2 2026 numbers on July 21, posting a rare double beat and triple raise. EPS and revenue both smashed expectations, and management reported optimistic results across all key metrics. Revenue, EPS and free cash flow guidance were all raised for full-year 2026, while organic growth is expected to surpass 3.5%. With a growing backlog and plans for 1,000 new product launches by 2027, this revenue surge looks durable beyond a few healthy quarters.
The stock gapped up and held following the earnings release, showing that buyers are now firmly in control. But analysts are no longer chasing. Despite several price target boosts in the last two weeks, the consensus is still just $177, slightly below the current market price. The Street sees most of the upside as already priced in, and incremental growth from here will be harder to achieve. Valuation lends credence to this theory; MMM trades at a premium to the industrials sector, at 32 times earnings and 3.7 times sales.
Boot Barn Stock Still Has Room to Run, But It Must Earn Its Premium
Written by Peter Frank. Date Posted: 8/5/2026.
Key Points
- Boot Barn delivered another strong quarter, with revenue, earnings and same-store sales all rising year over year.
- Boot Barn is expanding aggressively, with management planning 70 new stores in fiscal 2027.
- Boot Barn still has analyst upside, but its valuation and exposure to discretionary apparel trends leave less room for execution missteps.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Boot Barn (NYSE: BOOT) has earned a premium price tag, but can it avoid a markdown?
The western apparel chain has transformed itself from a niche boot-and-denim retailer into one of the most closely watched names in specialty retail. Sales are climbing, new stores are opening, and profits are outpacing those of typical mall-based chains.
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π Unlock the ticker now and get it completely free.Now the company must prove, quarter after quarter, that it deserves to maintain its valuation. Earnings remain positive, and the stock’s recent price action has been firm. For new investors, however, the question is whether the stock can meet analysts’ projections or whether it has already priced in too much good news.
Boot Barn Keeps Proving Its Growth Story Has Legs
Boot Barn’s first quarter of fiscal 2027, which ended June 27, continued to demonstrate the company’s distinctive success.
Founded in 1978 in Southern California, the retailer built its current business on a simple formula: open new stores, grow e-commerce, and sell a mix of boots, denim and workwear that appeals to both function and fashion. Rather than tying its brand exclusively to fashion or utility, Boot Barn’s blend of both has allowed it to continue expanding while many retailers have struggled.
The latest three months demonstrated this strategy once again. Revenue rose 17.7% to $593.5 million. Net income was $70.1 million, or $2.29 per share, comfortably ahead of expectations and up sharply from $1.74 a year ago. Same-store sales increased 4.7%, driven by a 3.8% gain at retail stores and a 13.4% jump in e-commerce same-store sales.
The latest quarter also followed a strong fiscal 2026 for the company. Net sales for the full fiscal year increased 17.9% to $2.25 billion, while net income climbed to $225.3 million, or $7.35 per diluted share. That compared with $180.9 million, or $5.88 per diluted share, in fiscal 2025.
New Locations Are Helping Stretch the Growth Runway
Importantly, broad-based same-store sales growth showed investors that the higher results were not simply the product of the company’s continued rapid expansion, although expansion has also been part of the story.
The company ended fiscal 2026 with 539 locations and opened 25 new stores in the fourth quarter alone. It has also said it plans to open 70 stores in the current fiscal year. Combined with same-store sales growth, this aggressive approach is one reason Boot Barn’s valuation has positioned it closer to the growth-stock sector than to that of a typical retailer.
Management Gives Investors More Reason to Stay Bullish
Along with the latest numbers, management signaled confidence in continued strength by raising its full-year outlook again. It now expects total sales of $2.58 billion to $2.625 billion this year, representing growth of 14% to 16% over fiscal 2026.
Net income for the year is projected at $267.9 million to $281 million, or $8.80 to $9.23 per diluted share. The company added that 46 cents per share of income is expected to come from financial benefits related to tariff refunds.
Wall Street Still Sees Room for the Stock to Run
Despite the stock’s ups and downs, Wall Street still largely agrees with the company’s optimism. Boot Barn’s run has been substantial over the past couple of years, with the stock ranging from near $70 per share at the start of 2024 to a recent 52-week high above $210. The company has experienced some dramatic swings in recent months, trading at a recent low of $133.18 in April before climbing to its current price near $160 per share. Overall, the stock is down nearly 10% year-to-date, although some funds have recently been buying in.
Of the 13 analysts currently covering the stock, the consensus rating is Moderate Buy, with an average price target of $222.27, representing nearly 40% upside. Eleven analysts recommend Buy, while two suggest Hold. The high-end 12-month target is $282 per share, and the low-end target is $190.
At a price-to-earnings ratio above 18, it remains to be seen whether the valuation can hold. Although improved earnings support the current stock price, the company is not a typical value investment. It pays no dividend, and apparel in the consumer discretionary sector is notorious for running hot and cold.
The Growth Story Still Comes With Retail Risk
Western apparel has been a strong fashion and lifestyle trend, but trends can shift quickly. Any retailer dependent on discretionary spending is vulnerable.
Boot Barn also faces the typical pressures confronting retailers, including potentially rising labor, rent and merchandise costs, as well as competition from specialty chains and larger general merchandisers.
Boot Barn Still Has to Earn Its Premium
For investors, there’s no doubting Boot Barn’s success or the way it has captured much of the trendy retail market. Its latest results confirm that it remains one of the stronger growth stories in specialty retail, with solid revenue growth, increasing profitability and an aggressive store expansion plan. Analysts are broadly positive, and the consensus upside is attractive.
It’s far from a sure thing, but investors who believe the western lifestyle trend has staying power and like what they see from current management may want to consider whether Boot Barn is an investment worth hitching their portfolio to.
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