The Best Trade Nobody’s Making Because It Doesn’t Involve a GPU
Gen Z swapped bar tabs for boutique gyms, and the resulting wellness stocks long/short trade may be the cleanest non-AI thesis right now.
SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows — but the fundamental risks didn't. The compounders and the faders look identical today. They won't.
The Nobel Prize-Winning AI That’s Coming for the Stock Market
The AI rewriting medicine is the same AI now applied to 47 years of quant investing data — and the backtested results are extraordinary.
Skip the Oura Ring IPO. Buy These 10 Stocks Instead.
Oura Ring's IPO looks like Peloton in 2020 — great product, dangerous price. Ten public wellness stocks own the real trade.
What Bezos Knew In 1999 That AI Investors Are Missing Today
The AI boom is rhyming with 1999 — which means the summer pullback most investors dread may be the trade of the year.
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More PodcastsThe Grandest Castle Ever Floated (and the Stocks to Profit From It)
The SpaceX IPO has Wall Street debating trillion-dollar valuations. Luke Lango argues the selloff it triggered is actually the buying opportunity investors have been waiting for in Corning, Ciena, Broadcom, and Redwire.
