Today, Jonathan will explain the “family” of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and explains why recognizing the story isn’t sufficient without institutional confirmation. More
Articles
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale. More
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint. More
Missed Ameresco Last Week? This AI Power Stock Could Still Have 50% Upside
The pick I featured here in the Sunday Digest has already risen 10%, bringing its one-month return to 18%. More
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign. More
The Chip That Lifted a Nation – and What It Means for Your Portfolio
This week, Taiwan beat out India to become the fifth-largest stock market in the world, driven by demand for AI chips. This is a “symbolic macro moment,” where AI is no longer just a tech sector trend, but is reshaping national stock markets. More
Investors Who Ignore This AI Shift Could Be Left Behind
The companies that dominated the first phase of the mobile phone revolution weren’t the ones that would dominate the next. And according to legendary investor Louis Navellier, AI may now be approaching a very similar turning point. More
