Dear Reader,
According to a former Wall Street insider who's been tracking Trump's every move...
President Trump is preparing to unleash a stunning triple-shock bombshell on Washington.
Creating a frenzy all across America the moment it goes live.
In fact, Trump’s triple-bombshell will be so seismic, it’ll trigger a $7.5 trillion chain reaction in the markets.
With one corner of stocks erupting by up to 1,000% in 12-24 months.
This isn't being covered on CNBC… and Fox Business isn't talking about it.
But the smart money on Wall Street is already moving fast:
- Stanley Druckenmiller just dropped $81 million…
- David Tepper: $270 million…
- Peter Thiel: $273 million…
- Ken Griffin: $1.7 billion…
- Warren Buffett: $5.4 billion….
That's because Trump’s bombshell plan is his priority #1.
He’s fired up about this.
Based on undeniable evidence you’ll see today for the first time, Trump’s plan could go down in history as one of the greatest ‘America first’ initiatives of our lifetime.
It’ll be bigger than the Apollo program and even bigger than the Manhattan Project.
And Trump wants to see initial results within 90 days.
By then the biggest gains will have long since vanished into thin air.
So get the full story here on Trump’s triple-shock bombshell before it's too late.
To Your Profits,
Adam O'Dell
Chief Investment Strategist, Money & Markets
P.S.This opportunity could deliver 10X gains in a year.
Good enough to turn $100,000 into $1 million.
The kind of gains that made NVIDIA’s early investors rich beyond their wildest dreams.
Lemonade's Sweet Results Refresh Market Appetite: Rebound Ahead
Authored by Thomas Hughes. Originally Published: 2/20/2026.
Key Points
- Lemonade's sweet guidance has investors and analysts rethinking their positions.
- Short interest is high, with a growing potential for short covering to continue lifting this market.
- Management improved the profitability outlook, creating a catalyst for higher share prices.
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Lemonade’s (NYSE: LMND) strong Q4 2026 results established a floor under the stock's price, increasing the likelihood it can rebound and reach a new long-term high. The results were a blowout, reinforcing the view that the company’s flywheel is gaining momentum.
Lemonade's AI-enabled insurance platform and pricing model create value for users, attracting new customers who, in turn, improve the company’s offering. More customers enable Lemonade to deliver better, more targeted services, further enhancing operational quality and investor appeal. The takeaway: this growth story is still in its early chapters and has a long runway ahead.
Lemonade Accelerates on Client Growth and Premium Gains
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Lemonade reported revenue of $228.1 million for the quarter, up more than 50% year-over-year (YOY) and 500 basis points ahead of consensus. The growth was supported by a 28% increase in gross earned premium, a 31% rise in in-force premium (IFP), and a 7% increase in premium per customer.
Customer count rose a stronger-than-expected 23%, offset by a 1% decline in ADR. ADR, a measure of retained premium, fell because the company non-renewed policies that did not meet underwriting criteria. While this is a near-term headwind, it positions the company for improved portfolio quality and better long-term operational metrics.
Margin news was also robust. Gross margin widened by 500 basis points and reported losses narrowed significantly, while the company turned free cash flow-positive. Free cash flow grew 37% to $37 million and is expected to continue improving in coming quarters.
Guidance was similarly strong. At the low end of its range, the company forecasts $1.187 billion in revenue for 2026—more than 230 basis points above analyst consensus—and expects revenue growth to top 60% for the year. Key growth drivers include Pet, Car, and expansion in Europe, which supported both client growth and premium-per-client gains.
Analyst Response Signals Sentiment Shift for Lemonade
The initial analyst response was bullish, although no immediate rating revisions followed the release. Commentaries highlighted solid performance, an improving loss ratio, and stronger guidance, including an accelerated timeline for profitability.
Management now forecasts positive adjusted EBITDA by year-end and a profitable 2027—one year earlier than previously expected.
MarketBeat tracks nine analysts covering Lemonade; the consensus rating is Hold, with a 45% buy-side bias (33% of ratings are Sell), and an average price target of $70.
The $70 price target suggests the stock was roughly fairly valued as of mid-February, offering a floor for price action. Given its strong 12-month performance and alignment with key moving averages, the likely near-term outcome is consolidation around mid-February levels ahead of a potential advance—possibly triggered by analyst upgrades in the coming weeks.
Institutions Cause Volatility in Lemonade Stock Prices
Institutional investors remain bullish, owning more than 80% of shares and increasing holdings for nine consecutive quarters. However, trading activity—both bullish and bearish—ramped to record levels in early 2026, which has capped gains. If that elevated activity continues, LMND shares may trade sideways within their range until a clearer catalyst emerges.
The technical picture reflects mixed analyst and institutional sentiment. Price action has generally ratcheted higher but with pronounced pullbacks, as seen in early 2026. The market attempted to rally on the guidance update but could not sustain the move.
The pullback could push the stock toward $60—or to $50 in an extreme scenario—because short interest remains elevated, running near 18% in early February. The key question is whether shorts still view the stock as overvalued given the improved earnings outlook. If price action turns positive and LMND rallies, short covering could amplify near-term gains.
Figma's Anthropic Integration Could Flip the SaaSpocalypse Script
Authored by Jeffrey Neal Johnson. Originally Published: 2/19/2026.
Key Points
- Figma reported accelerating fourth-quarter revenue growth that exceeded analyst estimates on both the top and bottom lines.
- A new strategic partnership with Anthropic allows developers to instantly turn generated code into editable designs directly on the platform.
- Large enterprise customers are increasing their spending and expanding usage across the platform rather than cutting their software budgets.
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Figma (NYSE: FIG) delivered a fiscal fourth-quarter performance that not only beat expectations but also challenged a prevailing market fear. For months, a narrative dubbed the "SaaSpocalypse" has weighed on software stocks. Investors worried that generative artificial intelligence (AI) would displace traditional Software-as-a-Service (SaaS) business models. The theory was simple but alarming: if AI can design interfaces and write code, companies would need fewer human workers and, consequently, fewer software subscriptions.
Figma's latest results suggest the opposite. The company reported fourth-quarter revenue of $303.8 million, an accelerated year-over-year growth rate of 40%. The performance exceeded analyst estimates on both the top and bottom lines and triggered a sharp after-hours rally. Before this release the stock had struggled in 2026, trading near $24 per share—well below its IPO price of $33. The report signals a potential reversal in sentiment: AI isn't replacing Figma; it's becoming a core engine for its expansion.
From Design Tool to Developer Ecosystem
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The most significant update for long-term investors is not the balance sheet but the product roadmap. Figma announced a strategic integration with Anthropic, the creators of the Claude AI model. The new feature, dubbed Code to Canvas, lets developers generate user interfaces using Claude Code in a terminal and instantly import them into Figma as fully editable designs.
This change directly counters the bearish argument that AI coding agents will render design software obsolete. Rather than bypassing Figma, AI agents can use it as their visual interface. Developers can rapidly generate application structures via text prompts and then move them into Figma for refinement. That turns AI from a competitor into a workflow accelerator and helps ensure Figma remains the essential bridge between code and visual design.
At the same time, the company is expanding its total addressable market beyond professional designers. Management highlighted explosive growth in Figma Make, a rapid prototyping tool: weekly active users for this product increased more than 70% from the previous quarter.
Key Product Growth Stats:
- Non-designer adoption: Nearly 60% of files created in Figma Make were generated by non-designers, such as product managers and developers.
- Cross-pollination: Over 80% of Figma Make users also used the core Figma Design product, demonstrating the suite's stickiness.
These figures show the platform is becoming an organizational necessity for entire product teams, not just a niche tool for graphic artists. By integrating with developer workflows and reinforcing ties with platforms like GitHub, Figma is embedding itself deeper into the software development lifecycle.
Why Customers Are Staying Put
While the product story is compelling, the financials provide concrete evidence investors require. Figma is demonstrating accelerating growth at a time when many software peers are slowing. The 40% revenue growth in the fourth quarter represents a meaningful uptick, validating demand for collaborative design tools.
Perhaps the most impressive metric in the report was Net Dollar Retention (NDR). An NDR above 100% means existing customers are spending more over time.
- NDR performance: The rate rose to 136%, up five percentage points from the prior quarter.
- Customer expansion: The company now serves 1,405 customers that each generate more than $100,000 in annual recurring revenue (ARR), a 46% increase year-over-year.
- International reach: Revenue from markets outside the U.S. grew 45% and now represents 54% of total revenue.
These metrics indicate that large enterprise clients are not cutting costs or churning; they are expanding their use of the platform. That contradicts fears that macroeconomic tightening is forcing businesses to slash software budgets.
Looking ahead, management provided bullish guidance for fiscal year 2026. The company projects revenue between $1.366 billion and $1.374 billion, implying continued strong growth of roughly 30%. A major monetization catalyst is set to trigger in March 2026: Figma will begin enforcing limits on free AI credits and introduce pay-as-you-go plans for heavy users. This shifts the company from a purely seat-based subscription model to a hybrid model that includes consumption-based revenue. As AI adoption scales, that structure offers significant upside for revenue per user.
Price vs. Value: Is the Sell-Off Over?
Despite the strong fundamentals, Figma's stock price has been volatile. Trading near $24 before the earnings release, the stock remains well below its IPO price and far off its post-IPO peak of roughly $143. That price dislocation creates an interesting context for investors.
The decline was driven largely by two factors: the broad sector sell-off tied to AI fears, and heavy insider selling after the IPO lock-up period expired in January 2026. While insider selling often alarms retail investors, it is a routine liquidity event for newly public companies—executives diversifying their holdings, which does not necessarily signal a lack of confidence in the business, particularly when weighed against a confirmed 40% growth rate.
Figma is not growing at any cost. The company reported a healthy non-GAAP operating margin of 14% and generated $38.5 million in adjusted free cash flow.
Balance Sheet Highlights:
- Cash position: The company ended the year with $1.7 billion in cash, cash equivalents, and marketable securities.
- Debt: The company maintains a healthy balance sheet with no material debt.
This mix of high growth, profitability, and a strong balance sheet suggests a sustainable business model that is less reliant on external capital than many high-growth peers. At current valuations, the market may have discounted the worst-case AI scenarios while overlooking the offensive opportunities created by the Anthropic partnership and the upcoming monetization changes.
A Beat-and-Raise Validating the AI Strategy
Figma's fourth quarter was a classic beat-and-raise that validates management's strategy of embracing AI rather than fighting it. By integrating with developer workflows through partnerships like Anthropic, the company is building a defensive moat against competitors such as Adobe (NASDAQ: ADBE) while simultaneously expanding into non-designer user segments.
The combination of accelerating revenue, a sticky enterprise customer base with 136% retention, and new consumption-based revenue streams positions the company well for 2026. Figma is evolving from a design tool into a central operating system for product development, making it a compelling growth story for investors willing to look past short-term volatility.
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