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Luke's Most Popular
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Articles
Wall Street Under Trump: Highlighting History to See What’s Ahead
We think that if very little of Trump's tariff rhetoric becomes policy, this market could remain on the launching pad for a few years.
The Math of the “Trump Bump” — Could Stocks Rally 30% in 2025?
How big is the Trump Bump, really? Is it big enough to push stocks 30% higher? Let's find out.
Nuclear Power Is Solving the World’s Looming Energy Crisis
Nuclear energy is a huge investment theme that could produce a lot of big-time stock winners. And the party's just getting started.
Hot Inflation Drives Stocks Lower. Exploit This Profit Opportunity
January's CPI report showed that inflation ran much hotter than expected. Here's why we think today’s stock selloff is a buying opportunity.
How to Best Prepare for an Impending AI Jobs Apocalypse
Unemployment is rising while corporate profits are soaring, meaning firms are replacing human labor with AI to boost productivity and yields.
Inflation Week Preview: You Don’t Need to Fear the Reaper
After five months of choppy data, we are now entering a period where inflation should steadily drop for two straight months.
How Trump’s Sovereign Wealth Fund Is Bullish for Bitcoin
Given his penchant for blazing trails, it makes sense that Trump would want the U.S. sovereign wealth fund to buy a bunch of Bitcoin.
Amazon Earnings: Big Tech Knows AI Is the Ultimate Jackpot
Amazon, Microsoft, Alphabet, Meta, and Oracle are expected to spend nearly $350 billion in capital expenditures this year, all for AI.
Why Recent ‘Bad’ Tech Earnings Are Good for AI Stocks
The situation in the AI industry right now seems to be one of “too much demand, too little supply.” But a solution is coming.
3 Reasons Why Trump’s New Cabinet Will Supercharge the Fourth Crypto Boom
New White House policies will add fire to history's biggest crypto super-cycle, and our quant system will help us trade it all the way up.
Trump’s Trade War Means It’s Time to Go All-In on This Asset
A global trade war will likely continue to be averted, at least for the balance of 2025. We think that means it is time to buy cryptos.
Why the Most Astonishing AI Gains May Still Be Ahead
As with the Dot Com Boom, the AI Boom’s ‘Applier’ phase could also solidify the next generation of market champions.
How DeepSeek Created the Buying Opportunity of a Lifetime in AI Stocks
As AI model training and inference costs get slashed, more companies and people will build AI models, paving the path for AI stocks to soar.
Strong Tech Earnings Prove the Bull Thesis on AI Stocks
In tech earnings, both Microsoft and Meta said DeepSeek would not change their AI spending plans, preparing to spend billions on new AI infrastructure.
The Fed Gave the Green Light for Stocks to Rally This Week
While AI stocks were whipsawing up and down due to DeepSeek, the rest of the market quietly powered higher because of the Fed.
DeepSeek Has Big Tech Sweating, But Investors Should Stay Cool
Many fear the DeepSeek breakthrough means the end of Big Tech or the AI industry, but we think that couldn’t be further from the truth.
Why the DeepSeek Breakthrough Is Good News for AI Stocks
The launch of the DeepSeek AI model incited a chaotic selloff on Wall Street, but we believe this development is a net positive.
The Simple Reason Why Stocks Are Soaring Right Now
Wall Street is interpreting Trump's current lack of action as a sign that he may go ‘light’ with tariffs in his second term. We agree.
How Trump’s Stargate Could Send AI Stocks to New Heights
With Stargate underway, America’s leading tech companies may soon be able to create the next generation of super-powered AI.
