 A Message From Chaikin Analytics Dear Reader, Marc Chaikin just issued a shocking new prediction about AI. And we encourage anyone with money in the markets to pay very close attention. Why? Chaikin is one of Wall Street's most respected investment minds. His former clients have included billionaires like Steve Cohen, owner of the New York Mets... D.E. Shaw, founder of one of the world's leading money-management firms... And George Soros, founder of the Quantum Fund with Jim Rogers... He pioneered computerized trading on Wall Street. His Chaikin Money Flow indicator is built into every Bloomberg trading terminal on Earth. He used his 20-factor Power Gauge system to predict:
- The Covid Crash of 2020
- The Stealth Bear of 2022
- The "Liberation Day" Plunge of 2025
- And countless other events going back 50-plus years
His system flashed bullish on Micron before it soared 970% in one year... Celestica before it soared 6,600%... And Nvidia before it skyrocketed more than 50,000%... But he's calling his new prediction the biggest and most important of his career. According to Chaikin, a $248 trillion "White Swan" event is about to disrupt AI. It involves a radical new breakthrough in AI data centers. This new technology uses 99% less electricity. It uses 99% less water. It uses 99% less space than current data centers. Yet it's more than 1 trillion times more powerful when it comes to generating major scientific breakthroughs. "If our research is correct, This will shorten discovery timelines from years to days or even hours," says the veteran analyst. That means breakthroughs that would take 5 years with current AI tech will come in just 5 days – accelerating timelines by 360-fold. One former IBM executive calls this new tech: "A scientific instrument for the ages. And it could secure America's AI dominance over China for generations. Which is why the White House is spending billions to expedite the launch right now. Even better? The company behind this breakthrough recently flashed "bullish" in Chaikin's system. Now he says it could be the best AI investment for at least the next 5 years. Chaikin reveals all the details for free here, in his brand-new presentation. He even reveals the name and ticker of the company behind the coming breakthrough about halfway through the video. But fair warning: This is very timely information. Chaikin says he reserves the right to take it offline at any moment. So don't wait. Click the link above to check it out while you still can. Sincerely, Vic Lederman
Publisher, Chaikin Analytics P.S. We recommend checking out Marc's presentation right now. Drop whatever you're doing. When this company's new AI tech launches, his research shows it'll render all current AI tech virtually obsolete – instantly. How? By accelerating AI breakthrough times 360X. (Breakthroughs that were supposed to come in 5 years could come in 5 days.) The time to invest is now, he says. And he reveals the full story – and stock ticker – here, for free. Don't delay. This launch will happen before the end of this year.
Today's Featured Article
Full Throttle: Kratos and GE Fire Up a Next-Gen Defense EngineSubmitted by Jeffrey Neal Johnson. Date Posted: 9/23/2026. 
Key Points
- U.S. defense planning increasingly emphasizes affordable, scalable uncrewed systems alongside traditional crewed aircraft, putting more attention on low-cost propulsion.
- Kratos Defense & Security Solutions and GE Aerospace successfully ignited the first GEK800 engine as the program advances toward additional testing and potential production.
- Kratos offers more direct exposure to unmanned systems and propulsion growth, while GE Aerospace pairs the opportunity with a much larger commercial aviation business.
- Special Report: The Nordic Region Becomes Ground Zero for AI Infrastructure
Modern military strategy is shifting from multi-hundred-million-dollar manned aircraft to mass-manufactured autonomous systems and stand-off strike capabilities. While flight software and composite airframes have advanced rapidly, turbine engine production remains a critical bottleneck. Jet engines designed for high-speed, expendable platforms must be reliable and affordable to manufacture at scale. A recent engineering milestone directly addresses that constraint. On Sept. 21, 2026, Kratos Defense & Security Solutions (NASDAQ: KTOS) and GE Aerospace (NYSE: GE) announced the successful first ignition of their jointly developed GEK800 turbofan engine at the Kratos X-58 test facility.
Designed for high-performance cruise missiles and attritable strike systems, the engine’s validation marks a pivotal step toward solving defense aviation’s toughest production challenge. For investors watching defense modernization, the breakthrough highlights two distinct ways to participate in the growing demand for unmanned aerial systems. Why Jet Engines Have Grounded Mass DronesMilitary planners increasingly emphasize mass and affordability over exquisite, single-asset airframes. Modern air defense systems create hostile operating environments in which losing high-cost manned aircraft is unacceptable. The Department of War is directing capital toward collaborative combat aircraft and stand-off cruise missiles that military forces can deploy in volume without straining national budgets. The primary obstacle to achieving this vision has not been aerodynamics or autonomous navigation, but turbine propulsion. Traditional military jet engines require specialized superalloys, hand-fitted components and complex supply chains that take years to establish and cost millions of dollars per unit. Low-cost autonomous airframes require a different propulsion model: engines that deliver high-subsonic performance, maintain domestic export compliance and support rapid assembly at a fraction of legacy costs. Bridging the gap between high performance and affordable production is essential to scaling next-generation defense systems, leading directly to recent development milestones. The GEK800 Clears Ground TestingThe successful ignition of Serial Number 1 of the GEK800, officially designated the F143, marks a practical solution to that supply dilemma. Developed through a collaboration between GE Aerospace’s Edison Works Advanced Combat Engines division and Kratos Defense & Security Solutions’ Turbine Technologies Division, the F143 turbofan aims to power long-range, stand-off strike platforms and attritable systems. Testing the engine at the dedicated Kratos X-58 facility confirms that its mechanical architecture, digital controls and thermal tolerances perform as intended. Efficient ground testing allows the joint team to maintain its development timetable as the system moves toward manufacturing. Because Kratos Defense & Security Solutions already produces the XQ-58A Valkyrie and related target drones, validating a high-thrust turbofan creates a direct pathway for integrating efficient powerplants into scalable production airframes. Kratos Defense: Gaining Altitude After a Grounded ValuationInvestors seeking direct exposure to autonomous military expansion frequently look to Kratos Defense & Security Solutions. Trading near $47 per share, Kratos has pulled back about 38% year to date from its January levels near $76. This decline offers an intriguing entry point for investors focused on long-term procurement cycles rather than short-term market fluctuations. Financial results demonstrate steady operational progress. In its quarterly report on Aug. 4, 2026, Kratos reported earnings per share of 21 cents, topping analyst consensus estimates of 14 cents by 7 cents. Revenue rose about 30.5% year over year to approximately $459 million, supported by steady expansion in unmanned systems and turbine development. Kratos maintains a conservative balance sheet, with a debt-to-equity ratio of just 0.04 and a current ratio of about 5.54. This liquidity gives management flexibility to fund production tooling and expand manufacturing facilities without taking on costly debt. Wall Street maintains a Moderate Buy consensus on Kratos Defense & Security Solutions among 23 analysts, with an average 12-month price target of approximately $98.06 per share, representing potential upside of more than 100%. GE Aerospace: The Industrial Turbofan Powering the FleetWhile Kratos Defense & Security Solutions represents the agile platform builder, GE Aerospace serves as the industrial foundation. Trading around $318 per share, GE Aerospace provides stability through an operating footprint spanning commercial aviation and defense systems. GE Aerospace pairs defense growth with high profitability. The business generated about $8.70 billion in net income over the past 12 months on approximately $45.86 billion in sales, delivering a net profit margin near 17.72%. In its quarterly report on July 16, 2026, GE Aerospace posted earnings per share of $2.02, beating expectations by 16 cents while reporting approximately 21.1% year-over-year revenue growth. To secure manufacturing capacity for its turbine lines, GE Aerospace agreed on Sept. 9, 2026, to acquire Consolidated Precision Products for about $11.75 billion. The transaction secures internal access to complex aerospace castings, directly shielding GE Aerospace from delays among sub-tier suppliers. GE Aerospace also offers steady income, declaring a quarterly dividend of 47 cents per share with an upcoming ex-dividend date of Oct. 5, 2026. Analysts rate GE Aerospace a Moderate Buy, with an average price target near $388.33 per share, indicating about 22% potential upside. Cleared for Takeoff: Assembling a Resilient Defense BarbellEvaluating these investments requires balancing growth potential against valuation sensitivity. Kratos Defense & Security Solutions trades at an elevated trailing price-to-earnings ratio near 276x and a forward multiple around 82x, reflecting high market expectations for future drone production. Any delays in finalizing government contracts could prolong margin compression. Conversely, GE Aerospace trades at a more modest forward valuation near 40x earnings, but its large market valuation means defense drone wins would generate incremental rather than transformative percentage gains. Investors looking to capitalize on the structural shift toward autonomous flight may consider a balanced allocation. Kratos Defense & Security Solutions offers significant capital appreciation potential as serial engine production begins, while GE Aerospace anchors an aerospace portfolio with reliable cash generation, strategic casting assets and dividend distributions. Monitoring initial contract awards following the F143 testing campaign will be the key operational milestone for both holdings in the coming quarters.
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