The White House Is Quietly Picking AI’s Biggest Winners
Washington's new AI strategy is reshaping the market, driving massive moves in government-backed companies. Spot the next surge early.
What the Dot-Com Bust Teaches About Today’s AI Vendor Financing
AI financing mirrors the dot-com era's vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.
Nvidia Earnings Smash Records, but Wall Street Panics Anyway
Nvidia just posted record AI revenue – but traders still hit 'sell.' The market may be missing the bigger story.
The Fed Can’t Fix U.S. Housing; But the White House Might
A U.S. housing shortage and affordability crunch may push Washington to act. The result? A housing stock rebound with major upside.
Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia earnings crushed expectations with 62% growth and 65% guidance, reigniting the AI rally and debunking fears of an AI bubble.
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More PodcastsThe Next Great AI Trade Hiding in Plain Sight
Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive lithium boom by 2026.
