The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.
The Best Days to Buy Stocks May Already Be on the Calendar
Stock seasonality can reveal 'green days' when certain stocks have historically risen. TradeSmith’s tool shows the windows.
JPMorgan Just Challenged the Cloud-Only AI Thesis
JPMorgan's SambaNova deal shows why on-premises AI inference may become a major market for banks, healthcare, and government.
Bitcoin Is Down. Miners Are Up. That’s the Signal.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
Micron’s 16 Contracts Reveal the Next AI Bottleneck
Customers are reserving AI memory years in advance. Micron’s contracts may change how investors value memory stocks.
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More PodcastsThe AI Selloff Is Not the End. It Is the Setup.
Luke Lango uses a 1908 auto industry panic to explain why the AI infrastructure sell-off may be setting up its next big move, not ending it.
