Our old warning about Adobe… Luke Lango and “the flip side”… why price is all that matters in today’s AI world… the power of stage analysis… which stocks Luke classifies as winners and losers going forward More
Articles
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race. More
The Stock Everyone’s Buying That AI Will Destroy
I want to bring to your attention a streaming giant that accounted for over 95 billion hours of viewing time in the first half of 2025. Alarmingly, even this household name is vulnerable to AI’s disruption. More
Block’s Layoffs Reveal the Dark Side of the AI Economy
Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market. More
AI’s “Gray Swan” Risk
Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the corner of AI that will survive… Luke’s new trading tool that spots impending breakouts More
The Market Moves in Four Stages — Here’s When to Move With It
For decades, investors were told to focus on fundamentals, buy great companies, and hold on for the long haul. That approach still has its place, but it can come with gut-wrenching drawdowns and years-long recovery periods in today’s environment. So, I invited Luke Lango to explain his investment method in today’s guest essay. More
The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger
AI is driving a massive stock market rotation. Why software stocks are falling – and hard assets are suddenly winning. More
