The ground just shifted around Nvidia… why Luke Lango says there are now two camps within AI… what does all this mean for Nvidia?… getting on the right side of this split with the American Dream 2.0 Last week, Google fractured the AI landscape. Yesterday, Amazon deepened the split. For the last three years, “AI”… More
Articles
What a Gatsby Party at Mar-a-Lago Taught Me About Today’s Economy
There is a line from The Great Gatsby that has always stayed with me: Can’t repeat the past?…Why of course you can! More
Forget Space-Age AI — The Real Fortune Is Being Dug Out of the Earth
While the data revolution will always have its dreamers, the owners of this transition — the ones supplying the must-have materials and infrastructure — are already cashing checks. More
The Yen Carry Trade Is Unwinding – But This Isn’t 2008
Yen carry-trade funding is reversing, sparking forced selling. But the AI boom stays intact. Here's why you should get positioned earlier. More
Is Bitcoin a Buy at This Level?
Bitcoin’s 50-week test… Eric Fry’s portfolio moves for a two-track economy… the Google-Meta chip deal that rattles Nvidia As I write on Tuesday morning, Bitcoin has retaken $91,000 after falling below $85,000 yesterday. While it’s up today, even seasoned crypto investors have been shifting nervously in their chairs during the recent drawdown. So, is this… More
Watch This Level to Determine a Santa Rally
The level to watch in the S&P… awful consumer sentiment numbers… more data showing a deteriorating U.S. consumer… Amazon’s $50B AI spend for the government… a free AI stock from Luke to buy today As I write late-morning on Monday, the S&P trades just below a critical fork-in-the-road level: $6,850. If we can break and… More
The Biggest Thanksgiving Rally Since 2012… Plus, What Small Cap Strength Signals for 2026
In this week’s Navellier Market Buzz, I explained more about the resurgence of small caps. I also discussed what weakening labor and confidence data mean for the Federal Reserve and a potential rate cut next week. More
