A sobering piece from Citrini Research jars investors… the dystopian scenario based on AI working as hoped… how and why the dominoes fall… where to invest to keep your money safe We probably could have figured this out sooner if we just asked how much money machines spend on discretionary goods. (Hint: it’s zero.) That… More
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What NVIDIA’s Earnings Tell Us About the Next Stage of the AI Boom
In today’s Market 360, I’m going to walk through the details of NVIDIA’s earnings and the market’s subsequent reaction. I’ll also discuss why expectations matter more than the headline numbers… and how moments like this can trigger a sharp rotation in the AI trade – creating risk for the obvious names, and opportunity in the overlooked ones. More
How to Invest Smartly When the Market Loses Its Mind
It's understandable to feel unnerved by the latest tariff-driven headlines. But a measured reaction can make all the difference between managing a winning or losing portfolio. More
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the 'peak AI' thesis with accelerating revenue, record margins, and expanding AI capex. More
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just hype? Explore the bull vs. bear case. More
The $100 Million Lesson Wall Street Learned Too Late
Markets move on belief. That’s why hype cycles often drive price action faster than fundamentals can justify. And it’s why the biggest edge in modern markets is rarely about being the smartest person in the room. It’s about knowing which signals to watch and catching the shift before the crowd. More
The Businesses That AI Can’t Replace
The predictive “edge” Jonathan Rose is using today… watch for the “gaps”… our AI Revolution experts say more software pain is coming… where to hide out as AI ravages portfolios More
