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Editor's Note: Marc Chaikin's last major recommendation for our readers drew a huge response. Today he's back with a new #1 retirement pick — and he's sharing the details free, no email or credit card required.
Dear Reader,
In 2014, I recommended my readers put a big chunk of their retirement money into one stock: Nvidia.
Anyone who followed that recommendation is up more than 45,000% at this point.
I've spent 60 years on Wall Street. I built one of Wall Street's most well-known tools – Chaikin Money Flow indicator. Even Jim Cramer said he's learned never to bet against me given my decades long track record of picking stock market winners.
Now I've unearthed what I believe could be an even better retirement stock for the years ahead — and today I'm going to share the details, totally free of charge. (Click here to get the specifics.)
Here's the single biggest reason why.
This company is sitting on three fast-growing businesses, and each one could be spun off into a separate publicly traded company. If that happens — and I believe the next 12 to 24 months are when it could — anyone holding this stock beforehand could have those spinoff shares deposited into their account automatically.
In other words, one ticker today could become three tickers tomorrow. That's the kind of setup that almost never appears in a stock this size.
And Wall Street still considers this company a "dark horse" in the AI race.
It shouldn't when its autonomous vehicle division is already being called the "undisputed leader" against Tesla. And it's streaming service has 10X greater reach than Netflix.
Yet most investors have no idea it's even in those businesses.
The market is pricing this as one ordinary company instead of three extraordinary ones.
There's also a dividend — which is rare for a high-growth technology company. Most AI names pay nothing at all.
In my new presentation, I explain everything you need to know — including why a major event that just occurred in AI's frontier labs put this company at the top of my buy list.
That's why I believe this might be the greatest retirement stock in America right now.
Click here to get the details of this amazing stock, totally free of charge.
No credit card, no email required.
Sincerely,
Marc Chaikin
Founder, Chaikin Analytics
P.S. A high-growth tech stock that pays a dividend is a rarity — this one is the exception. To be in line and claim your share of the next $2.6 billion payout, you need to own at least one share by September 4th. Click here so you don't miss the cutoff.
3 Ways to Invest in Cybersecurity Through ETFs
Written by Dan Schmidt. Published: 8/20/2026.
Key Points
- Cybersecurity ETFs may look similar at first glance, but their portfolio construction can lead to very different results.
- Global X Cybersecurity ETF, iShares Cybersecurity and Tech ETF and WisdomTree Cybersecurity Fund each take a distinct approach to the sector.
- For investors, the key differences come down to liquidity, diversification and how aggressively each fund targets growth.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The AI rally has gone through several iterations, and the latest is a rotation from hardware to software. AI’s threat to major software providers was likely always overblown, but that has never been more apparent than in the cybersecurity space. Cybersecurity stocks have soared lately as AI agents pose a growing cyber threat, and many companies now treat cybersecurity spending as a non-discretionary budget item.
Cybersecurity ETFs may look interchangeable at first glance, but their performance can diverge meaningfully. The reason isn’t a few basis points in fees; it’s how each portfolio is built. For investors choosing between funds in this space, composition matters far more than the label on the package.
Breaking Down 3 Cybersecurity ETFs by Fund Construction
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Save your free seat for Joel Peterson's live workshop nowEach of these ETFs is among the cheapest cybersecurity-themed options, with expense ratios ranging from 0.45% to 0.50%. Five basis points in fees may add up over decades, but that difference is typically a rounding error for investors buying thematic ETFs that aren’t meant to be held for a lifetime. Instead, composition matters, and each fund takes a different approach to the industry. At this scale, there’s no “best” ETF; there’s only personal preference and risk tolerance.
Global X Cybersecurity ETF: The Choice for Liquidity
The Global X Cybersecurity ETF (NASDAQ: BUG) is the largest fund on our list, with more than $1.51 billion in assets under management (AUM) and an average daily trading volume of more than 1 million shares. The fund tracks the Indxx Cybersecurity Index, a global index that uses a modified market-capitalization system and screens for companies with at least 50% of their revenue tied to cybersecurity. While each holding is cap-weighted, with a limit preventing excessive single-name exposure, the top 10 holdings represent more than 60% of assets. The fund holds 34 positions, with 85% in the U.S., but it is the most top-heavy of the three ETFs, with core holdings in large caps such as Palo Alto Networks Inc. (NASDAQ: PANW) and CrowdStrike Holdings Inc. (NASDAQ: CRWD).
BUG also has the highest expense ratio at 0.50%, but its tight spreads erase this five-basis-point gap. The median 30-day bid/ask spread is just 0.08%, making it the cheapest fund on our list to trade. That is important for active investors moving large blocks. BUG is an ideal vehicle for those who want an affordable and liquid pure play on the cybersecurity trade that also includes mid- and small-cap stocks.
iShares Cybersecurity and Tech ETF: The Choice for Balance
The iShares Cybersecurity and Tech ETF (NYSEARCA: IHAK) adds an industrials component to its portfolio, and its unique mix of holdings offers diversification away from typical cybersecurity funds. IHAK has $1.08 billion in AUM, trades an average of about 180,000 shares daily, and has a median 30-day bid/ask spread of 0.17%. While it is smaller and less liquid than BUG, it is more balanced because of its international holdings and diversification beyond the tech sector.
The fund holds 51 different stocks and follows the same rule requiring 50% of revenue to come from cybersecurity activities. The top 10 holdings represent just 45% of assets, and more than 20% of the portfolio comes from stocks based outside the U.S. Companies like Qualys Inc. (NASDAQ: QLYS) and Netskope Inc. (NASDAQ: NTSK) are among the top five holdings, while non-tech firms like Booz Allen Hamilton Holding Corp. (NYSE: BAH) are also in the top 20. IHAK is a great option for investors who want a balanced cybersecurity portfolio. The fund is diversified across countries and industries, has low volatility and carries mid-pack fees.
WisdomTree Cybersecurity Fund: The Choice for Conviction
Finally, the WisdomTree Cybersecurity Fund (NASDAQ: WCBR) has the smallest AUM and the highest risk. It may also have the most upside because of its unique filter. The fund tracks an index with a revenue-growth filter: constituent companies must derive 50% of their revenue from cybersecurity activities and have grown revenue by 7% over a trailing three-year period.
This additional growth screen helps explain why WCBR has outperformed BUG and IHAK so far in 2026. By screening for growth and focusing entirely on information technology, WCBR has the highest beta of the three ETFs, at 0.97, which also means it has the lowest margin of safety. The fund holds just 33 stocks and has a mere $133 million in AUM, so the 0.45% expense ratio is often negated by the 0.23% median 30-day bid/ask spread.
WCBR is the riskiest of the three, but it also gives significant portfolio weight to growing upstarts like Rubrik Inc. (NYSE: RBRK), alongside megacap giants like Palo Alto. The growth screen helps capture maximum upside, but it also offers the least protection against drawdowns.
Lumentum Just Delivered the AI Growth Investors Wanted
Authored by Thomas Hughes. Originally Published: 8/13/2026.
Key Points
- Lumentum reported fiscal Q4 2026 revenue growth of more than 110% to just over $1 billion, with strengthening margins and a 3.6x increase in adjusted EPS year-over-year.
- The company issued strong fiscal Q1 guidance, projecting a 22% sequential revenue increase to $1.225 billion and further operating margin expansion, signaling an accelerating long-term growth ramp.
- Analysts, including Rosenblatt Securities with a $1,300 price target, reaffirmed bullish views after LITE shares surged 10% following results, though institutional selling and valuation remain risks.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Lumentum (NASDAQ: LITE) is critical to AI because of its optical and photonic connectivity products and its ability to help break the data bottleneck. The company's importance to the industry was evident in its fiscal Q4 2026 results, which showed strength against a high bar, improved guidance and accelerating profitability. Profitability is crucial, as many other AI-critical companies have seen their cash flow impaired as they ramp up AI spending.
Although Lumentum is accelerating its investments, it does not have the capital requirements of a hyperscaler, a neocloud operator or a start-up trying to scale. What it does have is the capacity to improve its balance sheet and set the stage for share buybacks.
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Try the AI free - no signup, email, or credit card requiredAs it stands, Lumentum's share count is up, but the dilution came in service of a stronger balance sheet. The company issued new shares to convert debt into equity, reducing both long-term debt and total liabilities.
While cash fell sequentially in Q4, it is up substantially from last year, underpinned by revenue strength and the accompanying earnings leverage.
Critical details include $2.7 billion in cash and equivalents, increased total assets, reduced long-term debt and total liabilities, and a sharp increase in equity. Equity improved by approximately threefold, nearly all in cash, while cash flow, free cash flow and book value are expected to continue improving.
Lumentum Lights Up Data Center Connectivity
Lumentum had a stellar quarter to cap off a game-changing year, with revenue growing by more than 110% to just over $1 billion. Growth accelerated compared with the prior quarter and year-over-year (YOY), underpinned by strength in both segments, each of which grew by at least 100%.
Margins are a significant factor, with adjusted gross and operating margins improving by several hundred basis points (bps) sequentially and by quadruple-digit bps YOY. The result was accelerated earnings growth, with adjusted earnings per share (EPS) up approximately 3.6 times YOY and nearly 900 bps better than expected.
Guidance, however, is the operative factor. The company issued a robust Q1 forecast, expecting revenue to increase sequentially by 22% to $1.225 billion, accelerating to 130% YOY growth. The forecast may also prove cautious. Indications suggest this is the earliest phase of a long-term revenue ramp, as hyperscalers have begun increasing their reliance on optical solutions for in-rack connectivity.
Earnings are also a factor in the guidance, with the adjusted operating margin expected to expand by another 340 bps compared with fiscal Q4. That would provide a triple tailwind for the market: robust growth, acceleration and accelerating profitability.
Analysts Affirm Targets After Results Validate Optimism
The analysts' response following the release was solid, with numerous analysts' notes affirming their previous targets. Rosenblatt Securities reiterated its Buy rating on LITE, with a $1,300 price target well above the consensus.
The consensus price target is trending upward, with 71% of 21 analysts rating the stock a Buy or better. As of mid-August, the consensus aligns with the existing highs, while revision trends point to a high near $1,400, representing 70% upside from the pre-release closing price.
The technical action is promising. LITE surged 10% in after-hours and premarket trading following the earnings release, indicating strong support at the 30-day exponential moving average (EMA). The 30-day EMA signals strong near-term support, and it is rising in August, suggesting the rally can continue.
The risk is that resistance at the existing highs could cap gains, but that risk appears limited. Although valuation concerns factor into the outlook, the results, guidance and long-term outlook suggest the stock is badly mispriced. Forward estimates put the stock below 18 times earnings within two years and are likely to be conservative. In this scenario, the stock's multiple could quickly fall into the low teens, paving the way for triple-digit gains over time.
Institutional activity is one source of investor risk. Institutions own nearly 95% of the float, sold aggressively in late 2025 and early 2026, and may sell into the rally as it advances. Lumentum’s stock price is up more than 1,000% since the summer of 2025 and still provides an attractive profit opportunity for investors. Business risks include execution and timing, capacity constraints, regulatory hurdles and the potential for disruption.
What the market gets wrong is that Lumentum is no longer a legacy optical company. Instead, it has transitioned into a high-margin, AI-critical near-monopoly. It is the dominant player in its layer, providing equipment for high-speed, reliable data transmission with minimal heat. Demand for lasers outpaces capacity by a wide margin and is underpinned by long-term contracts with hyperscale clients, providing a multiyear runway for revenue growth, margin strength and cash flow generation.
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