It’s the most wonderful time of year, folks. I’m not talking about Christmas – or even Christmas in July. I’m talking about earnings season. Lucky for us, we get to celebrate it four times a year. If you’re one of my paid subscribers, you know this is what we live and die for. Earnings season… More
Inside the AI Megatrends Driving Today’s Stock Market Gains
The AI boom is accelerating – from Tesla’s humanoid bot to rising quantum and nuclear plays. Here’s where smart money is heading now. More
The Bigger Story Underneath the Microsoft Hack
Tesla fall on earnings… the coming age of humanoids… how to invest in it… what the MSFT hack exposes… revisiting Louis Navellier’s REE broadcast… keep an eye on private credit As I write Thursday afternoon, Tesla shares are down nearly 9% after the electric vehicle giant reported a second straight quarter of declining auto sales.… More
What Trump’s AI Action Plan Means for Investors
Let’s break down what’s actually in Trump's AI plan. Then, I’ll offer my take on what may come in the wake of this event – and how you can profit. More
What to Sell – and What to Buy – After President Trump’s “AI Action Plan”
Collectively, the major tech companies are spending hundreds of billions of dollars to develop leading-edge AI capabilities. This monstrous investment imperative could stifle their profit growth and hinder free cash flow generation over the next few years. Today, I’ll dive into why I don’t recommend this overvalued group… and some of the places where I am looking instead. More
Alphabet and ServiceNow Smash Earnings: Why the Best Is Yet to Come
Q2 earnings reinforce that AI-driven companies are pulling far ahead of the pack, with no sign of slowing anytime soon. More