In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this week's AI selloff reads the same way — and the one chart that will tell you if it doesn't. More
Podcasts
It’s Do-or-Die Time for the AI Infrastructure Trade
Garry Kasparov, the greatest chess player to ever live, found his match not in a flesh-and-blood opponent, but in a machine. Kasparov built his career on reading intentions accurately. But that’s a much-taller ask when the intentions you’re reading are completely sterile. Under the scrutiny of a mass audience and blinding, hot television lights in… More
Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be forming one step earlier than the stock market. More
Get Into The AI Trade Before This Happens
Luke explains why he's not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down why strong earnings from TSMC, ASML, Samsung, and Aehr Test Systems weren't enough to reignite the rally—and why that's exactly what he expected. More
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks to buy now. More
Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff
Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street's earnings conviction holds firm. More
