Articles

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 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.

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.

As America Turns 250, Here’s Why I’m More Bullish Than Ever

America 250 is a reminder of U.S. economic strength — and why AI infrastructure stocks may lead the next growth wave.

The AI Capex Bear Case Just Lost Its Best Argument

The AI economy needs less than two days to add $1 billion in revenue. A year ago, it needed 180. Bears, take note.

Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.

Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.