What if you could find the next NVIDIA Corporation (NVDA), Amazon.com Inc. (AMZN) or Meta Platforms, Inc. (META) before Wall Street catches on? It’s a powerful idea. And that’s why my good friend Marc Chaikin put his firm to work to build a tool to help investors do just that... More
Articles
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
SpaceX’s $60 billion bet just confirmed the agentic inference supercycle – and pointed directly at the physical bottlenecks that capture it. More
This Little-Known AI Trend Could Hand You the Next 10X Winner
In today’s Friday Digest takeover, he explains why connected machines, sensors, and industrial systems are becoming increasingly important to the AI economy... and why the companies enabling that transformation may offer more upside than many of the headline-grabbing names dominating today's market. More
Warsh Changed the Fed’s Flight Plan. Here’s Why We Shouldn’t Panic…
In today’s Market 360, I’ll explain why Wall Street panicked over Warsh’s first Fed meeting… why I believe that panic is misplaced… and why the real story right now is not the dot plot, the inflation numbers or anything else Wall Street is worried about. More
He Quietly Sold Nvidia. Now We Know Why
The "Fab 10" reshapes the AI trade… a connected billionaire's quiet exit… why oil isn't done yet… this bull market is broader than you think… why Louis says this is “a very special time” in the market More
Every Country Wants Its Own Power – This Is How They’re Getting It
Today's Smart Money is zeroing in on one of the most overlooked opportunities in the global energy buildout. Then, I'll discuss my top investment pick in this space. More