As Wall Street turns volatile and selective in 2026, AI infrastructure stocks may offer the clearest edge. Here’s why chips, networking, and data-center plays could outperform.

Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still shaping investor returns: the AI spending boom, rising defense budgets, hard-asset tailwinds, and the growing…

Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.

This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.

Bitcoin was built to be “digital gold,” offering shelter from inflation and currency turmoil. But in today’s storm of de-dollarization and rising inflation, gold is soaring while Bitcoin lags. Discover why Bitcoin’s safe-haven thesis is under the microscope, what experts…

An upheaval is underway in the tech world, one that could upend the hierarchy of the $1 trillion AI chip industry. And savvy investors stand to profit handsomely, if they can spot the new “Toyotas” of AI before the crowd…

Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive lithium boom by 2026.

Is the AI bubble built on faulty accounting? Michael Burry warns that Big Tech is inflating earnings by billions. Discover what this means for AI stocks—and whether the boom is set to burst.

Big Tech’s strongest earnings met sell-offs—but a $380B AI capex funnel is powering AI stocks, including chips, storage, networking, and data-center energy.

Miss the AI Boom winners and you’re stuck financing burritos on BNPL (buy now, pay later) while your neighbor’s AI stock rips to all-time highs.

In this week’s podcast, we’ll break down the five key forces powering the AI revolution, and show you how to ride this wave for potential profit now, while staying alert to the warning signs that others ignore. These are the…

One big tailwind propping up this “stupid” market: Uncle Sam is literally picking winners. The U.S. government has started assembling what we dub the “President’s Portfolio”: taking equity stakes in companies deemed critical to national security (from chips to minerals).…

Even the biggest tech bull (yours truly) has to acknowledge that today’s AI bull market rally can’t outrun economic gravity forever.

With the Fed-induced drop in mortgage rates, Opendoor’s core business of buying and selling homes could hit the gas. When borrowing costs fall and homebuyers regain confidence, housing activity picks up – more people list homes and more people buy.

Tech leaders at the All-In Summit—from Elon Musk to Palantir’s Alex Karp—unveiled groundbreaking shifts in AI, finance, energy, and space. Investor Luke Lango shares five key trends powering this exponential boom (driving stocks like Palantir, Arm, and Rocket Lab) and…