Four Stocks Prospering From the $700 Billion AI Spending Boom
The AI buildout is spreading beyond NVDA. Four infrastructure stocks are capturing a $700 billion wave most investors keep selling too soon.
The Agentic AI Tax: Who Pays and Who Profits
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
Three Reasons Why I’m Not Chasing SpaceX… and What to Do Instead
The FOMO on SpaceX stock is real. So was the FOMO on Facebook's IPO — right before it dropped 50%.
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn't just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
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.
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More PodcastsIs the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom's $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks it down.
