| Trump’s $200 Billion Revolution Changes Everything AI
With 100X faster processing power... and 90% less energy usage... current AI systems could become obsolete. And three companies control the technology that could make it happen.  |
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| | George Gilder predicted smartphones in 1991, streaming's rise over Blockbuster in 1994, and Amazon's dominance in 1996. Investors who followed his early calls saw gains like 249,900% from Apple, 216,100% from Amazon, and 112,700% from Netflix.
Now Gilder believes wafer-scale technology, entire silicon wafers functioning as single super-chips, could process in minutes what conventional systems handle in hours while using 90% less energy. Three companies are quietly developing this, and one is approaching its IPO.
Gilder calls this convergence the Trillion Dollar Triangle, and he says it makes today's AI stocks the wrong place to be.  |
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| Ex-Dividend Stocks for Friday, March 8th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ASTE Astec Industries | $53.84 | $0.13
quarterly | 1.43% | $0.13 | 31.0% | 3/29/24
| | BBAR BBVA Banco Frances | $16.06 | $0.11
-- | - | $0.06 | 53.0% | 3/19/24
| | BKGFY Berkeley Group | $9.17 | $0.07 | - | $0.13 | - | 4/12/24
| | BWXT BWX Technologies | $204.76 | $0.24
quarterly | 0.95% | $0.23 | 30.3% | 3/28/24
| | CLPHY CLP | $9.42 | $0.14 | - | $0.07 | - | 3/28/24
| | CRI Carter's | $35.68 | $0.80
quarterly | 3.97% | $0.75 | 39.7% | 3/29/24
| | EBAY eBay | $91.02 | $0.27
quarterly | 2.43% | $0.25 | 28.5% | 3/25/24
| | ECO Okeanis Eco Tankers | $50.77 | $0.66
-- | - | - | 165.8% | 3/22/24
| | ETN Eaton | $357.82 | $0.94
quarterly | 1.30% | $0.86 | 42.1% | 3/29/24
| | EVRG Evergy | $81.92 | $0.64
quarterly | 5.16% | $0.64 | 75.7% | 3/22/24
| | FDX FedEx | $356.34 | $1.26
quarterly | 2.14% | $1.26 | 30.9% | 4/1/24
| | G Genpact | $37.17 | $0.15
quarterly | 1.68% | $0.14 | 24.0% | 3/26/24
| | GIC Global Industrial | $31.41 | $0.25
quarterly | 2.37% | $0.20 | 60.2% | 3/18/24
| | IEP Icahn Enterprises | $7.55 | $1.00
quarterly | 25.20% | $1.00 | -333.3% | 4/18/24
| | ITUB Itau Unibanco | $8.40 | $0.00
monthly | 0.52% | $0.00 | 88.6% | 4/8/24
| | OMC Omnicom Group | $75.39 | $0.70
quarterly | 3.22% | $0.70 | 653.1% | 5/9/24
| | ORI Old Republic International | $39.85 | $0.27
quarterly | 3.63% | $0.25 | 37.2% | 3/21/24
| | PX P10 | $10.54 | $0.03
quarterly | 1.40% | $0.03 | 93.8% | 3/26/24
| | RCI Rogers Communication | $38.42 | $0.37
quarterly | 3.10% | $0.36 | 15.8% | 4/3/24
| | SCBFY Standard Chartered | $42.01 | $0.48 | - | $0.10 | - | 6/3/24
| | SR Spire | $90.31 | $0.76
quarterly | 5.19% | $0.76 | 71.7% | 4/2/24
| | STRA Strategic Education | $82.96 | $0.60
quarterly | 2.52% | $0.60 | 44.3% | 3/18/24
| | TU TELUS | $12.84 | $0.28
quarterly | 6.20% | $0.27 | 236.5% | 4/1/24
| | TY Tri Continental | $31.58 | $0.26
quarterly | 3.60% | $0.38 | - | 3/19/24
| | UGP Ultrapar Participacoes | $5.50 | $0.07
semi-annual | 2.00% | $0.05 | 52.5% | 3/25/24
| | UMBF UMB Financial | $112.79 | $0.39
quarterly | 1.89% | $0.39 | 18.8% | 4/1/24
| | UNH UnitedHealth Group | $270.24 | $1.88
quarterly | 1.43% | $1.88 | 67.0% | 3/19/24
| | VCTR Victory Capital | $65.48 | $0.34
quarterly | 3.64% | $0.32 | 48.2% | 3/25/24
| | VFC V.F. | $16.99 | $0.09
quarterly | 2.35% | $0.09 | 65.5% | 3/20/24
| | VTRS Viatris | $13.51 | $0.12
quarterly | 3.63% | $0.12 | -16.2% | 3/18/24
| | WTM White Mountains Insurance Group | $2,190.38 | $1.00
annual | 0.06% | $1.00 | 0.2% | 3/20/24
| | WYGPY Worley | $7.70 | $0.13 | - | $0.13 | - | 4/17/24
| | Please note you must purchase shares of these companies by the market close today to receive the next dividend payment. |
I'm George Gilder, and over 40 years I've called tech revolutions that could have turned hundreds into millions—smartphones, streaming, e-commerce—long before Wall Street believed. Now three companies are quietly assembling what I call the Trillion Dollar Triangle: one pioneered a wafer-scale chip architecture that's 100X faster than current systems, one has the manufacturing muscle to produce these chips at global scale, and one is about to IPO with technology that may eliminate AI's biggest bottleneck.
The Trump administration has already committed $200 billion, Vanguard and BlackRock have poured in over $180 billion combined, and once this IPO hits, Phase 1 pricing vanishes.  |
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Ex-Dividend Stocks for Monday, March 11th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ADEA Adeia | $24.03 | $0.05
quarterly | 1.69% | $0.05 | 20.4% | 3/26/24
| | ALV Autoliv | $105.03 | $0.68
quarterly | 2.48% | $0.68 | 36.4% | 3/27/24
| | AMKR Amkor Technology | $45.03 | $0.08
quarterly | 1.05% | $0.08 | 21.9% | 4/1/24
| | CASH Pathward Financial | $89.23 | $0.05
quarterly | 0.40% | $0.05 | 2.4% | 4/1/24
| | CRAI Charles River Associates | $161.88 | $0.42
quarterly | 1.27% | $0.42 | 28.0% | 3/22/24
| | GLNG Golar LNG | $54.11 | $0.25
quarterly | 4.93% | $0.25 | 156.3% | 3/20/24
| | HL Hecla Mining | $18.60 | $0.01
quarterly | 0.66% | $0.01 | 2.0% | 3/25/24
| | JWN Nordstrom | $24.68 | $0.19
quarterly | 3.56% | $0.19 | 44.2% | 3/27/24
| | JXN Jackson Financial | $105.91 | $0.70
quarterly | 5.38% | $0.62 | -1,028.6% | 3/21/24
| | LPLA LPL Financial | $300.83 | $0.30
quarterly | 0.48% | $0.30 | 10.9% | 3/26/24
| | MFIC MidCap Financial Investment | $11.24 | $0.38
quarterly | 10.35% | $0.38 | 187.9% | 3/28/24
| | PFG Principal Financial Group | $90.11 | $0.69
quarterly | 3.50% | $0.67 | 60.7% | 3/28/24
| | RMYHY Ramsay Health Care | $6.98 | $0.06 | - | $0.04 | - | 4/22/24
| | SBLK Star Bulk Carriers | $22.97 | $0.45
quarterly | 8.23% | $0.22 | 202.7% | 3/28/24
| | UBND VictoryShares Core Plus Intermediate Bond ETF | $21.78 | $0.07
monthly | - | - | - | 3/13/24
| | UITB VictoryShares Core Intermediate Bond ETF | $47.02 | $0.14
monthly | - | - | - | 3/13/24
| | USPH U.S. Physical Therapy | $74.76 | $0.44
quarterly | 1.65% | $0.43 | 129.6% | 4/5/24
| | USTB VictoryShares Short-Term Bond ETF | $50.58 | $0.21
monthly | - | - | - | 3/13/24
| | VFLO VictoryShares Free Cash Flow ETF | $39.48 | $0.06
monthly | - | - | - | 3/13/24
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
I'm George Gilder, and I've spent over 40 years spotting tech extinction events before they happen—I called Apple, Netflix, and Amazon years before Wall Street, with those early calls leading to gains of 249,900%, 112,700%, and 216,100%. What if I revealed how the entire AI boom is built on technology that could soon become a relic? Every data center, every GPU farm, every overpriced Nvidia chip—done.
A new wafer-scale chip technology is delivering 100X the processing speed of some of the fastest AI chips today at a fraction of the energy cost, and the Trump administration just secured $200 billion to supercharge it. Three companies are building what I call the Trillion Dollar Triangle, and this is Phase I—traditionally when fortunes are made.  |
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Ex-Dividend Stocks for Tuesday, March 12th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | AEE Ameren | $109.88 | $0.67
quarterly | 3.93% | $0.63 | 56.1% | 3/29/24
| | AMBP Ardagh Metal Packaging | $4.05 | $0.10
quarterly | 11.24% | $0.10 | -4,000.0% | 3/27/24
| | BDORY Banco Do Brasil | $4.50 | $0.03 | - | $0.09 | 7.0% | 4/8/24
| | BN Brookfield | $40.45 | $0.05
quarterly | 0.79% | $0.07 | 57.1% | 3/28/24
| | BNRE Brookfield Reinsurance | $40.60 | $0.08
quarterly | 0.79% | $0.07 | 110.3% | 3/28/24
| | CABGY Carlsberg AS | $25.15 | $0.53 | - | $0.53 | - | 3/21/24
| | CGAU Centerra Gold | $17.76 | $0.05
quarterly | 4.00% | $0.05 | 7.4% | 3/27/24
| | EE Excelerate Energy | $33.43 | $0.03
quarterly | 0.70% | $0.03 | 24.2% | 3/28/24
| | EFXT Enerflex | $20.92 | $0.02
quarterly | 1.20% | $0.02 | 23.5% | 5/1/24
| | ESNT Essent Group | $58.36 | $0.28
quarterly | 2.16% | $0.25 | 20.3% | 3/22/24
| | FSK FS KKR Capital | $10.19 | $0.64
quarterly | 13.60% | $0.70 | 6,000.0% | 4/2/24
| | GIL Gildan Activewear | $55.61 | $0.21
quarterly | 2.33% | $0.19 | 37.8% | 4/8/24
| | GOGL Golden Ocean Group | $7.98 | $0.30
quarterly | 9.43% | $0.10 | 35.1% | 3/25/24
| | HPQ HP | $19.19 | $0.28
quarterly | 3.78% | $0.28 | 45.5% | 4/3/24
| | KRP Kimbell Royalty | $14.45 | $0.43
quarterly | 10.80% | $0.51 | 238.7% | 3/20/24
| | LRCX Lam Research | $213.66 | $0.20
quarterly | 0.93% | $2.00 | 21.3% | 4/3/24
| | MCY Mercury General | $88.22 | $0.32
quarterly | 2.96% | $0.32 | 13.0% | 3/27/24
| | NJR NewJersey Resources | $54.85 | $0.42
quarterly | 4.00% | $0.42 | 58.8% | 4/1/24
| | NWS News | $28.51 | $0.10
semi-annual | 0.70% | $0.10 | 9.9% | 4/10/24
| | NWSA News | $24.93 | $0.10
semi-annual | 0.80% | $0.10 | 9.9% | 4/10/24
| | PR Permian Resources | $21.31 | $0.05
quarterly | 1.30% | $0.05 | 51.2% | 3/21/24
| | PSA Public Storage | $271.11 | $3.00
quarterly | 4.21% | $3.00 | 133.0% | 3/28/24
| | REG Regency Centers | $75.66 | $0.67
quarterly | 4.37% | $0.67 | 107.9% | 4/3/24
| | RYAN Ryan Specialty | $33.74 | $0.34
none | - | - | 123.8% | 3/27/24
| | SUHJY Sun Hung Kai Properties | $16.88 | $0.10 | - | $0.45 | - | 3/27/24
| | TXRH Texas Roadhouse | $165.14 | $0.61
quarterly | 1.65% | $0.55 | 49.3% | 3/26/24
| | VALE Vale | $15.90 | $0.32
semi-annual | 9.70% | $0.41 | 117.9% | 3/26/24
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
New Dividend Declarations for Thursday, March 7th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ABM ABM Industries | $38.42 | $0.23
quarterly | 2.08% | $0.23 | 45.7% | 5/6/24
| | ACA Arcosa | $106.18 | $0.05
quarterly | 0.24% | $0.05 | 4.7% | 4/30/24
| | ASO Academy Sports and Outdoors | $56.45 | $0.11
quarterly | 0.63% | $0.09 | 10.8% | 4/18/24
| | BHLB Berkshire Hills Bancorp | $25.66 | $0.18
quarterly | 3.20% | $0.18 | 28.1% | 4/4/24
| | CASY Casey's General Stores | $727.86 | $0.43
quarterly | 0.58% | $0.43 | 13.1% | 5/15/24
| | CCU Compania Cervecerias Unidas | $11.40 | $0.10
semi-annual | 1.90% | $0.11 | 32.8% | 5/7/24
| | EFC Ellington Financial | $11.85 | $0.13
monthly | 13.74% | $0.15 | 126.8% | 4/25/24
| | GLAPY Glanbia | $98.24 | $1.13 | - | $0.77 | - | 5/13/24
| | HMY Harmony Gold Mining | $15.35 | $0.06
semi-annual | 1.20% | $0.03 | - | 4/22/24
| | ING ING Group | $26.04 | $0.70
semi-annual | 6.80% | $0.43 | 28.9% | 5/10/24
| | MDT Medtronic | $86.57 | $0.69
quarterly | 3.24% | $0.69 | 79.1% | 4/12/24
| | NRP Natural Resource Partners | $120.63 | $2.44
none | - | $2.43 | 29.9% | 3/26/24
| | NXPI NXP Semiconductors | $196.86 | $1.01
quarterly | 1.57% | $1.01 | 51.1% | 4/10/24
| | PHI PLDT | $21.09 | $0.60
semi-annual | 4.50% | $0.64 | 47.9% | 4/19/24
| | PM Philip Morris International | $165.44 | $1.30
quarterly | 5.70% | $1.30 | 80.9% | 4/9/24
| | SVNLY Svenska Handelsbanken Ab Publ | $6.51 | $0.63 | - | $0.27 | 89.7% | 4/11/24
| | TRMD Torm | $27.90 | $1.36
quarterly | 17.10% | $1.46 | 71.8% | 4/24/24
| | TRN Trinity Industries | $32.21 | $0.28
quarterly | 4.33% | $0.28 | 40.3% | 4/30/24
| | ULTY YieldMax Ultra Option Income Strategy ETF | $30.67 | $9.95 | - | - | - | 10/18/24
| | VICI VICI Properties | $27.34 | $0.42
quarterly | 5.70% | $0.42 | 69.0% | 4/4/24
| | VRT Vertiv | $250.53 | $0.03
quarterly | 0.14% | - | 7.3% | 3/28/24
| | WKC World Kinect | $23.04 | $0.17
quarterly | 2.76% | $0.14 | -7.2% | 4/16/24
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| Dividend Stock IdeasThis is a list of companies that meet common criteria that investors use to evaluate dividend stocks. This list contains companies that have dividend yields greater than 3%, payout ratios of less than 75% (or less than 100% for REITs), five-year average annual dividend growth of at least 1.5% and a minimum market cap of $1 billion. |
| | Company | Dividend Yield | Annual Payout | Payout Ratio | Annual Dividend Growth | P/E Ratio | Market Cap | | TBCG TBC Bank Group PLC | 9.60% | GBX 886.60 | 34.95% | 5.29% | 1.67 | £2.33K | | PRGO Perrigo Company plc | 11.93% | $1.16 | N/A | 5.21% | N/A | $1.34K | | UKW Greencoat UK Wind PLC | 10.79% | GBX 10.09 | N/A | 1.86% | N/A | £2.12K | | PK Park Hotels & Resorts Inc. | 9.46% | $1.00 | N/A | 17.32% | N/A | $2.13K | | CAG Conagra Brands | 8.96% | $1.40 | N/A | 10.50% | N/A | $7.52K | | NSP Insperity, Inc. | 9.06% | $2.40 | N/A | 8.45% | N/A | $1.04K |
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