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240 results for NDN
This 1990s Supply Shortage Created 800% Gains – It’s Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
Bitcoin’s Big Problem: It Behaves Like a Tech Stock
Today, we’ll get into why Bitcoin increasingly behaves like a risk asset rather than a safe-haven portfolio hedge. Then, I’ll share one safer, more effective…
The Great Tech Dislocation – and What Happens Next
In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…
The 21-Day Challenge That Could Transform Your Portfolio
Over the next 21 days, I challenge you to change your investing habit and look beyond U.S. markets.
While Other Investors Chase Hype, Do This Instead
In today’s Smart Money, I’ll explain why you’ll want to avoid the dangerous weight of the Mag 7 companies, despite their “magnificent” earnings…
5 Discount Retail Stocks to Buy – OSTK, FDO, COST, PCLN, NDN
Retail is heating up. A look at 11 hot retail ETFs to buy now shows that the sector is dramatically outperforming the market – up…
The Danger in California’s Billionaire Tax
The tax that starts with billionaires… the pattern from 1969 and 1913… why your portfolio faces risk either way… Luke’s government-backed opportunity launching tomorrow
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
6 Retailers on the Ups
Picking retail stocks during a recession is a difficult prospect. Here’s six retailers from all walks of business that have performed well and could go…
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.
Dollar General Earnings Show Discount Sales Soaring (DG, DLTR, FDO, NDN, BIG, WMT, COST, TGT)
Discount retailer Dollar General Corp. (DG) reported strong first-quarter earnings results today that included a 64% jump in profit. Dollar General earnings data also showed…
FDO, DLTR, NDN Beat Walmart at Its Own Game
In an economy in which everyone seems to be downsizing, it appears that Wal-Mart Stores (NYSE: WMT) shoppers are shifting gears, too — and so-called…
Alcoa Flops to Kick Off Earnings Season — Tuesday’s IP Market Recap
Alcoa’s reported earnings per share of 15 cents fall way short of analysts’ expectations — a grim start to the third-quarter earnings season.
The Race for AI Supremacy Just Entered a New Phase
Looking at how the world has reshaped itself in previous eras can tell us a lot about what’s coming. Today, we’re turning the Digest over…
Are Family Dollar Earnings Proof Recession is Over? (FDO, BIG, DLTR, NDN)
On Wednesday morning, Family Dollar Stores (FDO) came out with a most impressive fiscal second-quarter financial report. The company said earnings jumped 33% over the…
Dollar Tree Could Make Traders a Quick Buck
Despite broader market headwinds, a fast trade in Dollar Tree (NASDAQ: DLTR) should be profitable.
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