| 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 Wednesday, May 28th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ASR Grupo Aeroportuario del Sureste | $336.23 | $24.59
annual | 8.60% | $5.60 | 205.5% | 6/9/25
| | CCS Century Communities | $57.38 | $0.29
quarterly | 2.18% | $0.29 | 26.3% | 6/11/25
| | CKHUY Ck Hutchison | $7.70 | $0.16 | 3.96% | $0.07 | - | 6/27/25
| | EA Electronic Arts | $203.87 | $0.19
quarterly | 0.49% | $0.19 | 28.6% | 6/18/25
| | EG Everest Group | $326.97 | $2.00
quarterly | 2.33% | $2.00 | 21.1% | 6/13/25
| | L Loews | $106.60 | $0.06
quarterly | 0.28% | $0.06 | 3.1% | 6/10/25
| | LGRDY LeGrand | $30.92 | $0.33 | 1.34% | $0.45 | 30.1% | 6/17/25
| | PSEC Prospect Capital | $2.61 | $0.05
monthly | 16.46% | $0.05 | -66.7% | 6/18/25
| | SAFRY Safran | $82.03 | $0.61 | 0.82% | $0.59 | - | 6/23/25
| | SLF Sun Life Financial | $62.58 | $0.63
quarterly | 3.70% | $0.59 | 61.4% | 6/30/25
| | SPGI S&P Global | $425.39 | $0.96
quarterly | 0.76% | $0.96 | 26.5% | 6/11/25
| | TSCO Tractor Supply | $45.30 | $0.23
quarterly | 1.78% | $0.92 | 46.4% | 6/10/25
| | WPM Wheaton Precious Metals | $131.14 | $0.17
quarterly | 0.70% | $0.17 | 20.4% | 6/10/25
| | WYNMY Wynn Macau | $7.09 | $0.20 | 4.20% | $0.08 | - | 6/26/25
| | YUMC Yum China | $48.80 | $0.24
quarterly | 2.20% | $0.24 | 46.2% | 6/18/25
| | 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 Thursday, May 29th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | BPOP Popular | $134.17 | $0.70
quarterly | 2.78% | $0.70 | 24.4% | 7/1/25
| | CATY Cathay General Bancorp | $49.86 | $0.34
quarterly | 3.06% | $0.34 | 33.5% | 6/9/25
| | CHE Chemed | $376.89 | $0.50
quarterly | 0.30% | $0.50 | 13.1% | 6/17/25
| | CNK Cinemark | $28.50 | $0.08
quarterly | 1.01% | $0.36 | 41.4% | 6/12/25
| | D Dominion Energy | $61.76 | $0.67
quarterly | 4.84% | $0.67 | 77.6% | 6/20/25
| | EXPE Expedia Group | $230.89 | $0.40
quarterly | 1.00% | $0.40 | 19.5% | 6/18/25
| | FBP First BanCorp. | $21.37 | $0.18
quarterly | 3.68% | $0.18 | 37.2% | 6/13/25
| | FINGF Finning International | $61.79 | $0.22 | 2.43% | $0.19 | 123.6% | 6/12/25
| | H Hyatt Hotels | $143.65 | $0.15
quarterly | 0.50% | $0.15 | -107.1% | 6/11/25
| | HAGHY Hensoldt | $8.70 | $0.22 | 0.48% | - | - | 6/16/25
| | IGT International Game Technology | $16.49 | $0.20
quarterly | 4.80% | $0.20 | 55.6% | 6/12/25
| | JKHY Jack Henry & Associates | $158.04 | $0.58
quarterly | 1.28% | $0.58 | 35.1% | 6/18/25
| | KGC Kinross Gold | $30.51 | $0.03
quarterly | 0.80% | $0.03 | 8.2% | 6/12/25
| | KIGRY Kion Group | $13.15 | $0.14 | 1.24% | $0.12 | 28.0% | 6/13/25
| | KNSL Kinsale Capital Group | $341.40 | $0.17 | 0.15% | - | 4.6% | 6/12/25
| | LGRVF Legrand | $152.48 | $2.20 | 2.41% | - | - | 6/2/25
| | MTRN Materion | $144.56 | $0.14
quarterly | 0.77% | $0.14 | 15.6% | 6/13/25
| | NVGS Navigator | $19.29 | $0.05
quarterly | 1.40% | $0.05 | 18.9% | 6/17/25
| | RBA RB Global | $95.90 | $0.29
quarterly | 1.10% | $0.29 | 60.8% | 6/20/25
| | SCHYY Sands China | $21.44 | $0.27 | 1.45% | - | - | 7/7/25
| | XNGSY ENN Energy | $32.39 | $1.02 | 3.86% | $0.26 | - | 8/8/25
| | XYL Xylem | $119.51 | $0.40
quarterly | 1.30% | $0.40 | 43.9% | 6/26/25
| | 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 Friday, May 30th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | ADC Agree Realty | $75.32 | $0.26
monthly | 4.20% | $0.25 | 177.4% | 6/13/25
| | AEM Agnico Eagle Mines | $202.84 | $0.40
quarterly | 1.36% | - | 20.3% | 6/16/25
| | AGNC AGNC Investment | $10.03 | $0.12
may 25 | 16.20% | - | 102.9% | 6/10/25
| | APLE Apple Hospitality REIT | $11.50 | $0.08
may 25 | 8.30% | - | 129.7% | 6/16/25
| | ASBFY Associated British Foods | $25.18 | $0.23 | 3.62% | $0.90 | - | 7/21/25
| | ASH Ashland | $55.68 | $0.42
quarterly | 3.45% | $0.41 | -11.0% | 6/15/25
| | AU AngloGold Ashanti | $97.27 | $0.13 | 1.14% | $0.53 | 133.3% | 6/13/25
| | B Barrick Mining | $40.76 | $0.10
quarterly | 2.08% | $0.10 | 57.3% | 6/16/25
| | BAM Brookfield Asset Management | $44.46 | $0.44
quarterly | 3.25% | $0.44 | 132.2% | 6/30/25
| | BAX Baxter International | $16.80 | $0.17
quarterly | 2.27% | $0.17 | -2.2% | 7/1/25
| | BBU Brookfield Business Partners | $31.56 | $0.06
quarterly | 1.10% | $0.06 | -96.2% | 6/30/25
| | BEP Brookfield Renewable Partners | $32.66 | $0.37
quarterly | 6.70% | $0.37 | -603.8% | 6/30/25
| | BEPC Brookfield Renewable | $39.87 | $0.37
quarterly | 5.40% | $0.37 | -176.4% | 6/30/25
| | BIP Brookfield Infrastructure Partners | $36.09 | $0.43
quarterly | 5.70% | $0.43 | 202.2% | 6/30/25
| | BIPC Brookfield Infrastructure | $39.42 | $0.43
quarterly | 4.60% | $0.43 | - | 6/30/25
| | BKHYY Bank Hapoalim | $117.01 | $0.54 | 2.07% | $0.27 | 33.0% | 6/13/25
| | BOH Bank of Hawaii | $74.33 | $0.70
quarterly | 4.20% | $0.70 | 60.6% | 6/13/25
| | BWLP BW LPG | $17.33 | $0.28 | 10.60% | - | 142.5% | 6/9/25
| | CBOE Cboe Global Markets | $281.07 | $0.63
quarterly | 1.08% | $0.63 | 99.0% | 6/13/25
| | CBT Cabot | $75.38 | $0.45
quarterly | 2.32% | $0.43 | 31.5% | 6/13/25
| | CCHGY Coca-Cola HBC | $56.73 | $1.12 | 2.07% | $0.60 | - | 7/9/25
| | CFR Cullen/Frost Bankers | $137.02 | $1.00
quarterly | 3.20% | $0.95 | 40.3% | 6/13/25
| | CNR Core Natural Resources | $104.73 | $0.10 | 0.57% | $1.00 | -13.3% | 6/13/25
| | COLB Columbia Banking System | $27.43 | $0.36
quarterly | 5.78% | $0.36 | 65.5% | 6/16/25
| | CPA Copa | $113.57 | $1.61
quarterly | 6.40% | $1.61 | 42.0% | 6/13/25
| | CR Crane | $171.05 | $0.23
quarterly | 0.62% | $0.23 | 16.3% | 6/11/25
| | CRC California Resources | $69.20 | $0.39
quarterly | 4.10% | $0.39 | 39.7% | 6/13/25
| | CSX CSX | $41.05 | $0.13
quarterly | 1.83% | $0.13 | 36.4% | 6/13/25
| | CXT Crane NXT | $40.54 | $0.17
quarterly | 1.30% | $0.17 | 28.7% | 6/11/25
| | DD DuPont de Nemours | $45.82 | $0.17
quarterly | 2.49% | $0.41 | -43.0% | 6/16/25
| | DEC Diversified Energy | $17.41 | $0.29
quarterly | 8.80% | $0.29 | 78.9% | 6/30/25
| | DOV Dover | $208.53 | $0.52
quarterly | 1.19% | $0.52 | 26.2% | 6/16/25
| | DOW DOW | $41.48 | $0.70
quarterly | 9.90% | $0.70 | -37.9% | 6/13/25
| | EBAY eBay | $91.02 | $0.29
quarterly | 1.70% | $0.29 | 28.5% | 6/13/25
| | EFC Ellington Financial | $11.85 | $0.13
monthly | 12.10% | $0.13 | 126.8% | 6/30/25
| | EL Estee Lauder Companies | $71.76 | $0.35
quarterly | 2.34% | $0.35 | -280.0% | 6/16/25
| | EPR EPR Properties | $49.97 | $0.30
monthly | 6.60% | - | 113.8% | 6/16/25
| | ESNT Essent Group | $58.36 | $0.31
quarterly | 2.10% | $0.31 | 20.3% | 6/10/25
| | EVR Evercore | $299.16 | $0.84
quarterly | 1.69% | $0.80 | 24.0% | 6/13/25
| | FCNCA First Citizens BancShares | $1,884.66 | $1.95
quarterly | 0.44% | $1.95 | 5.1% | 6/16/25
| | FDS FactSet Research Systems | $216.73 | $1.10
quarterly | 1.02% | $1.04 | 28.0% | 6/18/25
| | FRHLF Freehold Royalties | $12.47 | $0.06 | 8.52% | $0.06 | 197.5% | 6/16/25
| | FTV Fortive | $55.26 | $0.08
quarterly | 0.47% | $0.08 | 13.9% | 6/27/25
| | GFF Griffon | $72.79 | $0.18
quarterly | 1.06% | $0.18 | 95.7% | 6/18/25
| | GLW Corning | $135.81 | $0.28
quarterly | 2.40% | $0.28 | 60.9% | 6/27/25
| | GRP.U Granite Real Estate | $59.19 | $0.20
monthly | 5.00% | $0.20 | - | 6/16/25
| | GS The Goldman Sachs Group | $844.98 | $3.00
quarterly | 2.30% | $3.00 | 35.1% | 6/27/25
| | GSBD Goldman Sachs BDC | $8.90 | $0.05 | 17.09% | $0.05 | 123.1% | 6/13/25
| | HII Huntington Ingalls Industries | $379.18 | $1.35
quarterly | 2.36% | $1.35 | 35.9% | 6/13/25
| | HRI Herc | $99.98 | $0.70
quarterly | 2.07% | $0.70 | -1,555.6% | 6/13/25
| | HUBB Hubbell | $490.50 | $1.32
quarterly | 1.50% | $1.32 | 34.1% | 6/16/25
| | HWKN Hawkins | $153.60 | $0.18
quarterly | 0.60% | $0.18 | 19.2% | 6/13/25
| | IBKR Interactive Brokers Group | $67.07 | $0.08
quarterly | - | $0.10 | 14.5% | 6/13/25
| | IKTSY Intertek Gp | $48.88 | $1.25 | 2.96% | $0.66 | - | 7/7/25
| | KHC Kraft Heinz | $22.49 | $0.40
quarterly | 5.55% | $0.40 | -32.4% | 6/27/25
| | KLG WK Kellogg | $23.00 | $0.17
quarterly | 3.71% | $0.17 | 178.4% | 6/13/25
| | LCII LCI Industries | $122.93 | $1.15
quarterly | 5.17% | $1.15 | 60.9% | 6/13/25
| | LPLA LPL Financial | $300.83 | $0.30
quarterly | 0.30% | $0.30 | 10.9% | 6/12/25
| | MCRI Monarch Casino & Resort | $95.60 | $0.30
quarterly | 1.50% | $0.30 | 22.1% | 6/15/25
| | MGEE MGE Energy | $77.29 | $0.45
quarterly | 1.93% | $0.45 | 51.1% | 6/15/25
| | MTX Minerals Technologies | $70.67 | $0.11
quarterly | 0.75% | $0.11 | -94.1% | 6/12/25
| | NBHC National Bank | $39.17 | $0.30
quarterly | 3.30% | $0.29 | 44.9% | 6/13/25
| | NGG National Grid Transco | $84.50 | $2.03
semi-annual | 4.70% | $2.49 | - | 7/28/25
| | NPIFF Northland Power | $16.69 | $0.07 | 5.90% | $0.07 | -108.2% | 6/16/25
| | NTES NetEase | $111.94 | $0.68
quarterly | - | - | 63.1% | 6/13/25
| | NWL Newell Brands | $3.43 | $0.07
quarterly | 5.58% | $0.07 | -41.2% | 6/13/25
| | OBDC Blue Owl Capital | $11.06 | $0.01 | 11.51% | $0.05 | 119.4% | 6/13/25
| | ORC Orchid Island Capital | $7.03 | $0.12
monthly | 20.20% | $0.12 | 138.5% | 6/27/25
| | PINC Premier | $28.26 | $0.21
quarterly | 4.20% | $0.21 | -311.1% | 6/15/25
| | PIPR Piper Sandler Companies | $76.60 | $0.16
quarterly | 1.00% | $0.65 | 17.7% | 6/13/25
| | POWI Power Integrations | $51.20 | $0.21
quarterly | 1.50% | $0.21 | 220.5% | 6/30/25
| | PRDO Perdoceo Education | $37.21 | $0.13
quarterly | 1.70% | $0.13 | 24.9% | 6/13/25
| | PRGO Perrigo | $10.73 | $0.29
quarterly | 4.55% | $0.29 | -11.3% | 6/17/25
| | RLI RLI | $57.01 | $0.16
quarterly | 0.90% | $0.15 | 14.7% | 6/20/25
| | SCL Stepan | $49.84 | $0.39
quarterly | 2.96% | $0.39 | 77.1% | 6/13/25
| | SGPYY Sage Group | $44.89 | $0.34 | 1.40% | $0.69 | - | 7/11/25
| | SLG SL Green Realty | $36.93 | $0.26
quarterly | 1.77% | $0.26 | -153.4% | 6/16/25
| | SPLP Steel Partners | $50.00 | $0.38 | 3.84% | $0.38 | 3.2% | 6/15/25
| | STAG Stag Industrial | $36.05 | $0.12
monthly | 4.37% | $0.12 | 106.2% | 6/16/25
| | STNG Scorpio Tankers | $74.76 | $0.40
quarterly | 4.00% | $0.40 | 25.5% | 6/16/25
| | TAC TransAlta | $13.12 | $0.05
quarterly | 1.50% | $0.04 | -42.6% | 7/1/25
| | TFPM Triple Flag Precious Metals | $34.71 | $0.06
quarterly | 1.00% | $0.06 | 19.5% | 6/16/25
| | TILE Interface | $24.92 | $0.01
quarterly | 0.20% | $0.01 | 6.1% | 6/13/25
| | TMUS T-Mobile US | $210.03 | $0.88
quarterly | 1.42% | $0.88 | 42.0% | 6/12/25
| | TNC Tennant | $66.39 | $0.30
quarterly | 1.61% | $0.30 | 53.0% | 6/16/25
| | TSN Tyson Foods | $64.02 | $0.50
quarterly | 3.48% | $0.50 | 364.3% | 6/13/25
| | TV Grupo Televisa | $2.91 | $0.09
annual | 3.90% | $0.11 | -9.0% | 6/12/25
| | ULS UL Solutions | $85.74 | $0.13
quarterly | 0.72% | $0.13 | 36.5% | 6/9/25
| | UNP Union Pacific | $242.55 | $1.34
quarterly | 2.47% | $1.34 | 46.1% | 6/30/25
| | UYLD Angel Oak UltraShort Income ETF | $51.03 | $0.22 | - | $0.23 | - | 6/2/25
| | VIRT Virtu Financial | $44.03 | $0.24
quarterly | 2.50% | $0.24 | 18.7% | 6/16/25
| | VONOY Vonovia | $12.55 | $0.44 | 2.66% | $0.43 | 24.4% | 7/10/25
| | WMS Advanced Drainage Systems | $137.15 | $0.18
quarterly | 0.59% | $0.16 | 12.0% | 6/16/25
| | WTS Watts Water Technologies | $290.59 | $0.52
quarterly | 0.97% | $0.43 | 20.5% | 6/13/25
| | WY Weyerhaeuser | $24.44 | $0.21
quarterly | 3.24% | $0.21 | 190.9% | 6/13/25
| | Please note you must purchase shares of these companies by the market close tomorrow to receive the next dividend payment. |
New Dividend Declarations for Tuesday, May 27th |
| | Company | Share Price | Amount / Period | Yield | Previous Amount | Payout Ratio | Payable Date | | BAH Booz Allen Hamilton | $77.96 | $0.55
quarterly | 2.00% | $0.55 | 35.1% | 6/27/25
| | GLNG Golar LNG | $54.11 | $0.25
quarterly | 2.40% | $0.25 | 156.3% | 6/10/25
| | GNTX Gentex | $21.85 | $0.12
quarterly | 2.18% | $0.12 | 27.6% | 7/23/25
| | IMOS Chipmos Technologies | $35.78 | $0.61
annual | 4.50% | $0.86 | 148.8% | 7/25/25
| | JOYY Infusive Compounding Global Equities ETF | $58.39 | $0.94
quarterly | - | - | 14.1% | 6/23/25
| | MRK Merck & Co., Inc. | $120.26 | $0.81
quarterly | 4.18% | $0.81 | 46.7% | 7/8/25
| | SVM Silvercorp Metals | $10.74 | $0.01
semi-annual | 0.60% | $0.01 | 8.3% | 6/26/25
| | WMG Warner Music Group | $25.54 | $0.18
quarterly | 2.61% | $0.18 | 131.0% | 6/3/25
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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% | 1.66 | £2.32K | | 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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