Now that we’re in the back half of 2026, I want to focus this Smart Money on how three of my forecasts are holding up. Some may surprise you, and some are still opportunities to join before the year ends – and I’ll guide you step-by-step on how to get started. More
Articles
One Space Stock to Buy Today
Rocket Lab makes its biggest move… Louis' top space stock right now… why the OpenAI delay is actually bullish for AI investors More
The Most Important Lesson From the SpaceX IPO
I’ll explain why I passed on the IPO – and give you one space stock my system currently rates a “B” that just got cheaper for no fundamental reason. More
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage. More
The AI Trade Has Three New Problems
SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed's first hike call and what it means for AI investors More
AI Leadership Is Shifting. Here’s How to Follow the Big Money
Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories on Wall Street. The NASDAQ has been under pressure. And investors are trying to figure out where leadership goes next. So, I sat down with my friend and colleague Jason Bodner to talk through what is really happening. More