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Luke's Most Recent
Articles
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.
How ‘Inflation Week’ Sets Stocks Up for a Powerful Rally
With inflation fears now easing, Treasury yields falling, and rate-cut bets rising, stocks seem primed to rally into February.
Quantum Computing Debate Continues, But We See Staggering Gains Ahead
Companies across the tech industry appear to be bracing for massive quantum computing breakthroughs this year.
U.S. Inflation Slows: Why Now Is the Time to Buy Stocks
After a rough December – and equally rough start to 2025 – the stock market is surging higher thanks to today's soft inflation data.
Why This Week Is So Important for the Stock Market
This is “make-or-break” week for stocks. It all comes down to one word: inflation.
Quantum Computing Jackpot: Latest Selloff Unlocks A Fantastic Opportunity
Quantum computing could very well reshape our world over the coming years. And some investors may end up making a lot of money because of it.
Latest Jobs Report Is a Major Warning Sign But Not a Death Blow
December's jobs report was red-hot. But while it serves as a warning, we don't think it means the bull market in stocks is over just yet.
How Emerging Inflation Risks Could Derail Investors’ Bullish Dreams
While not our base-case outlook, if inflation meaningfully reaccelerates in 2025, higher interest rates and lower stock prices are on the way.
This Humble Trend Could Help Uncover Sizable Gains in 2025
Sober living is a lesser-known yet powerful social trend that could produce some huge stock winners this year.
Three Key Developments Driving Massive AI Growth Potential in ‘25
While it is a new calendar year, much should remain the same on Wall Street. And AI stocks will likely keep winning big.
How to Find Success Despite Wild Stock Market Volatility
This stock market volatility could be the new norm for Wall Street going forward. Why? Because algorithms run the market now.