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Dear Reader,
While gold investors celebrate record prices...
Here's what I believe the gold's surge is really telling us...
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And there's a damn good reason they shouldn't. Afterall, America's financial plumbing hasn't been updated since the 70's, but all that's about to change.
Because Trump just signed a new federal law that mandates a complete overhaul of America's financial infrastructure onto a new blockchain money grid.
Larry Fink, the CEO of BlackRock, the biggest asset manager on Earth, calls the New Money Grid "the next major evolution in market infrastructure".
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That's $382 trillion in assets on a hard legal deadline.
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Right now, it trades for pennies compared to where institutional demand could push it.
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Oklo: The Bottom Is In, and the Upside Potential Is Nuclear
Authored by Thomas Hughes. Published: 3/19/2026.
Key Points
- Oklo's FY2025 update revealed progress, and the market liked it; the diversification strategy is progressing.
- Analysts responded favorably, affirming the forecast for a 50% stock price increase.
- Short-covering and institutional accumulation align with a technical bottom, setting this market up to sustain a rebound in 2026.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Oklo Inc. (NYSE: OKLO) faces headwinds, including a lack of revenue and profits, but investors appear more focused on future potential than current results. The company's fiscal year 2025 (FY2025) progress report and updates indicate it remains on track to meet long-term goals and market expectations. The market response — including analyst updates issued after the release — makes the point: near-term revenue gaps are being weighed against the long-term opportunity.
Analysts Focus on Oklo's Long-Term Opportunity
MarketBeat tracked about half a dozen analyst revisions within the first 12 hours after the update. Those changes included a single price-target reduction, offset by a larger number of affirmed ratings and targets, and no downgrades.
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Click here for all the details.The activity aligns with a broader trend: increasing coverage, a steady Moderate Buy rating, a 58% buy-side bias and an upward drift in price targets. Those targets matter — consensus forecasts imply more than 50% upside from mid-March lows.
While analysts flagged concerns about the 2025 results, they remain more focused on the long-term opportunity and progress on Nuclear Regulatory Commission licensing.
The company received its first license, awarded to subsidiary Atomic Alchemy, which produces isotopes. The license allows the receiving, possession, storage, processing, repackaging and distribution of up to two curies of radium-226 — roughly two grams.
Two grams isn't a large quantity and radium-226 by itself isn't especially valuable; it was historically used in medicines but is now costly to handle and remediate. However, radium-226 is becoming more valuable as a source material for actinium, which is used in specialized cancer therapies and can cost roughly $20,000 per dose.
The takeaway for investors is that Oklo's diversification strategy is validated and a revenue stream has been opened. It may take a few quarters for meaningful revenue to appear, but that income could arrive well before the full commercialization of its core nuclear reactor technologies.
Institutional and Short-Selling Data Suggest the Bottom Is In
Institutional and short-interest data point toward a bottom for Oklo stock. Short interest remains elevated — near 15% as of early March — but is down from its peak around the company's October 2025 highs and is likely to continue falling in future reports. Institutional activity, by contrast, increased after Oklo's Q2 2025 plunge and reached record levels in early 2026.
Institutional holders now own roughly 85% of the stock, providing solid support, and appear to be accumulating at about $3 bought for every $1 sold. If those trends persist, the available float could shrink substantially in the coming months, making upward price movement more likely — and creating the conditions for a short squeeze if a catalyzing event occurs.
Dilutive Headwinds Ease in 2026
Shareholder dilution was a headwind in 2025, but the pace of dilution should ease in 2026. The company's share count is up roughly 50% year over year, yet the balance sheet remains well-capitalized. FY2026 plans suggest enough cash to fund operations for about two years at the current burn rate, providing a window for secondary revenue streams, such as the isotope business, to develop. The trade-off: profitability isn't expected until 2030, which implies additional capital will likely be required later.
The technical setup looks constructive. OKLO is well off its highs and was overextended at March levels. The MACD has diverged and turned bullish, and the stochastic has followed, signaling a strong buy at current levels. Whether the market follows through will take time; the absence of revenue and profits remains a material burden.
The biggest risk is execution and delay. The market is pricing in aggressive growth — valuing the stock at more than 100x initial-year earnings — and may react poorly to setbacks. In that scenario, Oklo could face significant volatility regardless of when a sustained rebound begins.
Software Stocks Are Down—Expert Says These 3 Names Still Look Strong
Written by Bridget Bennett. First Published: 3/17/2026.
Key Points
- Software stocks are being repriced as investors distinguish between companies that benefit from AI and those whose products may be easier to replace.
- Kuran Francis of FinTek highlighted CrowdStrike, Zscaler and Datadog as software names he sees as better positioned in this environment.
- Francis flagged Adobe as a higher-risk case, arguing its seat-based model could face more AI-driven pressure than the market expects.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Software stocks have been under pressure, but not every company in the sector deserves to be sold off with the group. In a recent conversation with Kuran Francis of FinTek, he highlighted a key shift now reshaping the software landscape: investors are no longer treating AI as an automatic positive for every tech company.
That distinction matters. Some software businesses may gain value as AI adoption grows, while others could face real pressure if their products become easier to replace. Francis framed the current moment as one where investors need to separate the software winners from the software losers.
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Click here for all the details.As Francis explained, "the difference between the losers and the winners is only going to get bigger over time."
From the conversation, three companies stood out as software names that may still have strong upside despite the recent downturn, while one major name landed in the category to avoid.
Why Software Stocks Are Selling Off
When asked what triggered the broader software weakness, Francis pointed to growing concern that new AI tools are becoming capable enough to replace parts of existing software workflows.
The issue isn't just that AI helps companies work faster. Some tools are now moving closer to doing the work directly, which is especially disruptive for business models built around seat-based pricing. If one AI agent can handle tasks that once required multiple employees, companies that charge by the number of human users could see that revenue model weakened.
Francis said the market is beginning to understand that "AI isn't just going to sort of lift all boats in technology." That shift has created a more selective environment for software investors.
The takeaway: companies that directly benefit from AI demand, or that charge based on usage rather than seats, may be in a much stronger position than the market currently assumes.
CrowdStrike Still Looks Built for This Environment
The first name Francis highlighted was CrowdStrike Holdings (NASDAQ: CRWD), with the case centered on cybersecurity becoming even more important in an AI-heavy world.
If AI makes it easier for bad actors to launch attacks, demand for advanced security tools should rise. Francis believes CrowdStrike may be getting unfairly lumped in with weaker software names for that reason.
He noted that hackers are already using generative AI to increase the speed and scale of cyberattacks, and pointed to CrowdStrike's own research showing an increase in AI-enabled threats and zero-day vulnerabilities. That reinforces the idea that cybersecurity demand is likely to remain strong.
Just as important, CrowdStrike isn't a company simply bolting AI onto an old platform. Its system was built around identifying suspicious patterns through machine learning long before AI became the market's favorite buzzword, giving the company a stronger moat than many traditional software providers.
Zscaler Offers Another Cybersecurity Angle
The second bullish software name was Zscaler (NASDAQ: ZS), which Francis described as a different kind of cybersecurity play.
Where CrowdStrike focuses on identifying and stopping threats, Zscaler centers on controlling access and securing how users and systems connect. That role grows more important as work moves to the cloud and AI agents begin interacting directly with systems.
Francis emphasized Zscaler's role in zero-trust security, where every interaction must be authenticated rather than trusted by default. That framework could become even more valuable as businesses try to capture AI's benefits without accepting new operational risks.
He also argued that Zscaler hasn't received the same AI halo that lifted some other names, which may explain why the stock has not recovered as sharply as some peers, even though its technology is closely tied to AI security's future.
Datadog May Be the Overlooked Name
The third company was Datadog (NASDAQ: DDOG), perhaps the least talked-about of the group but one Francis finds especially interesting.
Datadog helps companies organize, monitor and make use of their data across applications, infrastructure and security systems. That may not sound flashy, but in an AI economy, clean, usable data is foundational.
Francis pointed out that better data leads to better AI outcomes, and in that sense Datadog helps solve one of enterprise software's hardest problems: making data usable.
He also highlighted a business-model advantage. Unlike companies that depend heavily on seat-based pricing, Datadog charges based on usage. That means whether the customer is a human employee or an AI agent, the company still gets paid.
Francis called the stock "kind of a hidden gem," arguing that the market may be overlooking how important Datadog's role could become as more companies build AI into their operations.
The Software Stock to Avoid
The one name Francis said investors should be cautious about right now was Adobe (NASDAQ: ADBE).
The concern isn't that Adobe lacks strong products, but that parts of its business model may be exposed to AI disruption. Adobe has long benefited from seat-based pricing, especially in creative software, and if AI tools reduce the need for as many individual users, that pricing structure could come under pressure.
Francis suggested Adobe might now be entering turnaround territory. "If they continue as if it's business as usual, I think the stock is going to continue dropping from here," he said.
That doesn't mean Adobe has no path forward, but it does mean investors may be betting on a successful strategic pivot rather than a business already fully aligned with where the market is going.
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