Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis Navellier and I agree: AI is not contracting. It is transitioning. More
Articles
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the AI bottlenecks… and that have been overlooked by Wall Street almost entirely so far. More
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the smart money flows next. More
A $10 Trillion Shift Most Investors Will Miss
Beneath the surface of the AI boom, a series of hidden supply bottlenecks is beginning to tighten. And unlike interest rates or inflation data, which tell you what already happened, these bottlenecks are shaping what happens next. More
Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story. More
While You’re Watching Oil, This Opportunity Is Slipping By
Oil ETFs often fail to track oil prices. Here's why chasing oil can backfire – and smarter ways investors can approach the energy market. More
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding again. More
