Albany pulls the plug… Ford's "AI Boomerang" in jobs… a margin-debt flashing light… why we’re not worried about the AI trade yet… and how to trade either way More
Articles
Before You Buy the Dip, Check the Calendar
In today's essay, Keith explains how his research applies to two well-known AI memory companies and why timing may matter just as much as the underlying investment story. More
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer. More
Forget the AI Bubble Talk. Watch This Number Instead
Why everyone's arguing about an AI bubble when they should be watching a price tag… what two Big Tech CEOs are begging for… watch this “escalator”… More
AI Is No Longer Just Building Companies – It’s Funding Them
Lyzr Inc. recently raised $100 million. But it’s not the amount that makes Lyzr interesting, it’s how it raised the money... It used one of its own AI agents to do it. More
Inflation Cooled to 3.5%. But Does the Fed Care?
Why the biggest CPI drop since 2020 still leaves a hike on the table… the market doesn’t seem all that happy… what the futures market believes… a free look at a market timing tool from TradeSmith More
Looking For the Next Micron? Try This Tool Instead…
AI memory stocks have been some of the market’s biggest winners. But after a recent pullback, many investors are asking the same question: Is the opportunity over, or just gently tapping the brakes? That’s the question TradeSmith CEO Keith Kaplan tackles in today’s guest essay. More
