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Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
Get Into The AI Trade Before This Happens
Luke explains why he's not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down why strong earnings from TSMC, ASML, Samsung, and Aehr Test Systems weren't enough to reignite the rally—and why that's exactly what he expected.
Wall Street Misread Kimi K3
Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.
Three Stocks Just Flashed Seasonal Signals
Stock seasonality reveals bullish windows in Alphabet and Deckers – and a bearish signal for Applied Materials as July 23 nears.
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks to buy now.
July Is Historically Strong. What Comes Next Is the Problem.
The S&P 500’s bullish seasonal window closes July 23 as the presidential cycle points to a more volatile second half of 2026.
Follow the Smoothie, Not the Beer
Gen Z wellness spending is shifting dollars from bars and beer to fitness, recovery, and functional drinks – creating a new stock trade.
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.
Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff
Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street's earnings conviction holds firm.
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
If You Missed Micron, Try This Instead
Keith's going deeper on all of this at his free Breakthrough 2026 event — Thursday, July 16, 10 a.m. ET. Save your seat here.
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.
How to Buy This AI Selloff Without Catching a Falling Knife
From optical components to nuclear power to space solar, Luke Lango applies the jade trader's test-hole method to five reader-requested AI stocks.
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.
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
