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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.
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.
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
The Space Stocks That Got Cheaper for No Good Reason
SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation – and one ‘A’-rated space stock just got cheaper.
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming "bubble," but the data says this bubble hasn't even started inflating yet.
The Hidden Risk Building Inside the Most Popular AI Stocks Right Now
Micron's stellar earnings confirm the AI memory supercycle. They also confirm the crowd has arrived; and smart money is tracking what's next.
