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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…
The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
What Jensen Huang Said That Nobody Noticed
Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango…
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
These Are the Four Signs a Company Is About to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…
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…
They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again
In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
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…
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
Is This Rally On Its Last Legs or Just Getting Started?
Louis Navellier sees 40% upside from here… the graduation boos tell a story (but not the one you think)… why Jonathan Rose and Marc Chaikin…
Nvidia Can Hit Home Runs, but Championships Need a Full Lineup
Since 2023, Nvidia has reached superstar status with its massive earnings beats, often, like Babe Ruth, knocking it out of the park. But the bigger…
Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
A “Disaster” Inflation Report
PPI inflation comes in red hot… a mass cyberattack almost happened… why AI just changed the rules of the game… why legacy cybersecurity stocks might…
3 More Small-Cap Stocks to Buy
When “everyone knows” the same thing, opportunities tend to emerge elsewhere — especially in smaller companies that Wall Street often ignores. Today, I want to…
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
3 Small-Cap Stocks to Buy Before May 15
Louis Navellier has identified 53 small-cap stocks he calls his “Exclusion List” — companies that are simply too small for major Wall Street firms to buy aggressively. To give you a…
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
3 Stocks to Sell Before May 19
If history is any guide, the market’s first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
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