A $68M Roblox Roth IRA and a new $10M cap bill reveal how pre-IPO access – not contributions – can create mega retirement accounts. More
Articles
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves – and why that shift could create a new generation of outsized winners for investors who get there early. Along the way, he lays out the framework he’s using to identify the kinds of companies that could become tomorrow’s acquisition targets. More
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful acquisitions in tech history. My colleague Luke Lango believes AI may be approaching a similar turning point. More
The Ticker May Be Too Late for AI’s Next Great Winners
The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for. More
The AI Trade Isn’t Slowing
Alphabet blows past earnings... capex jumps to $205 billion... why the “Lag 7” story is wrong... Louis Navellier’s' “best market since 1999” More
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift. More
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley's biggest AI labs are pouring their money, and he makes the case that the next fortunes won't go to the companies building AI, but to the smaller players the giants can't afford to compete with. More
