Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase (COIN) could be early winners in this overlooked trend. More
Articles
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of our time, and why the biggest profits in the next phase of this boom may go not just to the household names, but also to the companies controlling the key bottlenecks. More
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?... CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today More
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since 2024. Today, I’d like to show you why this rush into USO – and the way retail investors are playing oil in general – could be a mistake. Then, I’ll explain why your attention should be pointed elsewhere. It’s an investing approach you won’t regret. More
AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners. More
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates… another red flag in private credit… “follow the money” into AI bottlenecks More
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand for its memory chips soars. The memory-chip shortage shows no signs of easing, with the tech industry’s top players spending record sums to stay competitive in the AI race. That means memory companies could be among the next wave of AI stock winners. More
