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Bitcoin Miners Are Now in the AI Business. Here Are Three Worth Watching.
Bitcoin miners are suddenly being thrust into the spotlight as the AI infrastructure boom takes off. And I’ve found a basket of names to capitalize…
Bitcoin Is Down. Miners Are Up. That’s the Signal.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
The Fed’s Excuse Just Disappeared
May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an…
Don’t Chase Bitcoin – Own the Companies Powering AI
Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose. Today, he explains…
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom’s $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks…
How to Buy This AI Selloff Without Catching a Falling Knife
From optical components to nuclear power to space solar, Luke Lango applies the jade trader’s test-hole method to five reader-requested AI stocks.
Don’t Let This Pullback Shake You Out of Great Stocks
Last week, the S&P 500’s nine-week winning streak came to an end as all three major indexes pulled back. What’s more, concerns are rising that…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…
Why This AI Drawdown Shouldn’t Rattle You
Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains
The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
These Breakouts Are Coming
Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO…
What to Look For Before the SpaceX IPO
The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
SpaceX’s $60 billion bet just confirmed the agentic inference supercycle – and pointed directly at the physical bottlenecks that capture it.
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
How to Spot Market Winners Early
While too many investors spend their time chasing yesterday’s winners, Marc believes the biggest fortunes of the next decade will be made in companies most…
Wall Street Loves to Make Predictions — but This Trader Does Something Else
In today’s guest essay, veteran trader Jonathan Rose explains why he focuses less on predicting the future and more on tracking where institutional money and…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
When Volatility and Money Flow Point to the Same Stock
Smart money trading focuses on evidence, not forecasts. Ameresco is flashing signals tied to AI power and grid modernization.
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