-
Luke's Most Recent
Articles
Outstanding TSM Earnings: A Strong Signal for AI Stocks
If TSM is selling tons of its chips today, more AI applications are coming – which means more profits and higher stock prices for AI firms.
AI Chip Stocks’ Meltdown Is an Excellent Buying Opportunity
We expect chipmakers to report strong earnings over the next few months. With that validation, AI chip stocks should bounce back strongly.
This Perfect Storm Will Send Stocks to New Highs
The stock market is surging to record highs, and despite skeptics calling it a "bubble," one clear catalyst has emerged that will likely send stocks even higher in the coming months: strong earnings.
AI Breakthroughs: The Next Big Thing to Bet On
Tesla is betting big on the next iteration of AI. And the world's most powerful people and companies are doing the same.
Buy the Top AI Stocks Before the Disinflation Boom
We believe the U.S. economy is primed for a disinflationary boom. And as a result, the market – led by top AI stocks – should surge higher.
Soft Inflation Data Fuels the Bullish Fire
After today’s soft inflation report, Wall Street is finally convinced that the Fed will soon cut rates and lead certain stocks to new highs.
Google DeepMind CEO: ‘This Is the Next $100 Billion AI Business’
Researchers can now use AI to find new drug candidates much faster than currently possible. The future of medicine is here.
Strong Earnings to Further Propel a Record Stock Rally
We expect that alongside impressive earnings and profit growth, this record-setting market rally will continue for at least the next year.
The Colossal Elon Musk Venture Investors Can’t Afford To Miss
Elon Musk wants to turn X into a “single application that encompasses everything.” And the potential there feels near-limitless.
Wall Street Winners: Stocks to Watch if Trump Triumphs
With the betting markets shifting, the stock market will likely begin embracing the ‘Trump Trade.’ And hypergrowth tech stocks may well surge.
Falling Inflation, Rising Political Tensions Priming Small Caps to Soar
If inflation keeps falling, the Fed cuts interest rates in September and Trump wins the election, small caps are on the launching pad.
How to Prepare for the Great Stock Market Broadening of 2024
AI hardware stocks have been leading a very narrow stock market rally. But we’re very confident that is all about to change.
Strong Odds for a Fed Rate Cut By September
If the Fed really is being data-dependent, then it’ll heed this recent spate of ultra-soft data and cut sooner and more than expected.
ChatGPT’s Creator is Betting Big on This “Limitless Energy” Breakthrough
Inflation rates should keep dropping over the coming months, renewing investors' hopes for rate cuts. As that happens, stocks should soar.
Why Fed Rate Cuts Are Coming Sooner Than You Think
Now, why would the Fed cut rates by September, before inflation actually falls to 2%? Just look at the state of the labor market.
Tech Stocks Will Party Like It’s 1998 All Over Again
Once the Fed starts cutting interest rates, a lot of pent-up money should shift back into the stock market and red-hot tech stocks.
Welcome to a Major Summer Stock Rally
While some fear the market is frothy, we believe this is the start of a major summer stock rally because today's inflation report and Fed announcement increase visibility and confidence in the Fed's first rate cut coming in September. Stocks could advance strongly ahead of that.
Apple Intelligence Could Dominate the Big Tech AI Race
Apple Intelligence is all about creating a hyper-personalized AI assistant. It's a useful consumer application of AI that only Apple is uniquely positioned to execute on.
The One Company That Could Help Apple Change the World With AI
One tiny AI stock that most folks have never heard of could be primed to soar after Apple unveils its AI blueprint at WWDC 2024.
