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Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this week's AI selloff reads the same way — and the one chart that will tell you if it doesn't.
How Two Smart Investors Missed Google – and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
Apple’s Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
It’s Do-or-Die Time for the AI Infrastructure Trade
Garry Kasparov, the greatest chess player to ever live, found his match not in a flesh-and-blood opponent, but in a machine. Kasparov built his career…
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors' money. Across a typical portfolio, something like one in ten produces the outsized winner that makes the whole portfolio work. And more than half of the positions you hold will likely hand back less than you put in. That is the ordinary, expected math of investing in early-stage companies, even for professionals who do this for a living.
The Day Wall Street Opened the Door to an Industry That Barely Existed
Genentech's early IPO shows why today's biggest AI gains may be created before a company ever reaches the stock market.
Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be forming one step earlier than the stock market.
How One Pre-IPO Roblox Bet Built a $68 Million Roth IRA
A $68M Roblox Roth IRA and a new $10M cap bill reveal how pre-IPO access – not contributions – can create mega retirement accounts.
The Ticker May Be Too Late for AI’s Next Great Winners
The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.
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.
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.
