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AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors…
Investors Play the Waiting Game
There is nothing more maddening to traders than the current low-volume, inch-by-inch movement of prices.
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
Indices Giving Sell Signals
More weakness should trigger profit-taking and drive stocks to around DJI 7,450 and SPX 800.
Market Analysis – Earnings Hold the Key to Market’s Next Move
This will be a big earnings week, and with expectations high, we could see the market make some big gains, or disappointments could lead to…
SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
The $3 Trillion AI Stock I’d Dump Right Now – and What to Buy Instead
In today’s Smart Money, I’d like to explain why, despite Amazon’s earnings beat, I’m not changing my “Sell” rating on the company – and why…
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango…
LinkedIn’s Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
SpaceX Needs Growth… Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
The Fed Holds – But Is a September Hike a Lock?
The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers…
Big Tech’s Tab Is Running Up – But Who Is Profiting?
In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…
How to Think Like the Investors Who Bought Google Early
Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.
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