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“Where’s the Beef” in This AI Earnings Boom?
When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
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.
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…
Thursday Apple Rumors: iPhone 5se May Use A9 Processor
Thursday’s Apple Rumors include Pay launching in China, a White House petition in favor of AAPL and iPhone 5se processor rumors.
Use the Wait-and-See Approach With Zomedica Stock
ZOM stock has a lot of potential for posting major gains in the near term, but pet care play Zomedica needs to make an good…
SNE: Use Options to Play a Move in Sony Stock
I like the technicals of our current Sony trade more than I do the fundamentals, but Sony’s commitment to improve shareholder value is a bonus.
Tesla (TSLA) Sees Big Profits in Used Cars
A big move by Tesla is looming, which has TSLA investors excited about the near term future.
The AI Boom’s Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
Apple’s Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
The investing lesson hidden in Taylor Swift’s wedding
There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…
Lessons From the AI Genius Who Tried to Outsmart the Market
We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
Woman Charged With Fraud Over Fake McDonald’s Coffee Burns
A woman is being charged with fraud over fake McDonald’s coffee burns. She used them to sue the company.
Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities
Over years of studying some of history’s greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever…
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
SSB-maker QuantumScape Is Getting Closer to an SSD… Solid Speculative Play
Although QS stock has disappointed investors — and for good reason — the subsequent discount might be worth considering.
Biggest Movers in Basic Materials Stocks Now – AXLL SSD SSL BBL
Basic materials stocks finished up broadly on Wall Street on Tuesday, with the sector seeing an overall increase of 0.1%.
The Day Wall Street Opened the Door to an Industry That Barely Existed
Genentech’s early IPO shows why today’s biggest AI gains may be created before a company ever reaches the stock market.
AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it
Apple Inc. (AAPL): The iPhone 5se Will Be a Stopgap, Not a Savior
Monday’s Let Us Loop You In media event and likely iPhone 5se reveal could give Apple stock a short-term lift, but the real resurrection in…
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech giants may…
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…
The iPhone 5se: Everything That’s Wrong With Apple Inc. (AAPL)
If the best new idea Apple (AAPL) can come up with is the iPhone 5se, it may be time to rethink everything the company is…
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