What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
IPO Day Is When Most Investors Get It Wrong
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
Why ‘Perfect’ Companies Underperform
AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
Trillion-Dollar IPOs Are Coming – But the Rules Just Changed
Nasdaq's fast entry rule could trigger billions in forced buying after IPOs, reshaping how AI stocks surge post-listing.
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More PodcastsAnthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic's revenue just exploded from $1 billion to $30 billion in 15 months. Here's what it means for AI investors and why the Anthropic IPO could dwarf both OpenAI and SpaceX.
