Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns. More
Articles
An AI Just Hacked a Company on Its Own
A Prisoner's Dilemma with a Chinese accent… another Messy Middle story… OpenAI's AI hacks Hugging Face… reader feedback about yesterday’s Digest More
Why You Should Use the EV Playbook to Find AI Winners
In today’s Smart Money, let’s take a look at why AI could become China's next EV export story. Then, I’ll share why the biggest investment opportunities may not come from the companies with the best technology – but from the companies powering it. More
AI Investors Must Keep This Threat in Mind
A governor's data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner's Dilemma?… Luke's 2028 countdown and how we’ll track it More
How to Profit From Wall Street’s Next Fireworks Show
I’ll explain why the foundation beneath this market remains solid, why corporate earnings are poised to deliver plenty of fireworks and how my Precursor Intelligence system can help identify the market’s next earnings leaders before their strength becomes obvious to Wall Street. More
Wall Street Misread Kimi K3
Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand. More
AI Has Entered a Bear Market
Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today's orders, but about tomorrow's. Investors are increasingly questioning whether today's AI spending spree still has legs. More
