Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here's the trade.
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia's RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
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More PodcastsThe SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for AI, chips, and drones.
