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240 results for ERES
The Unknown Companies Behind Elon’s Next Big Project
NASA didn’t turn to Playtex as a favor or a novelty. They did it because they had a specialized need that couldn’t be met in-house.…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
Here’s What NVIDIA’s $500 Billion “Checkmate” Means for Investors
Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. And there’s plenty to learn from CEO Jensen Huang’s strategy,…
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff…
Where the Smart Money Is Moving Next in the AI Boom
Several high-flying AI names were hit hard this summer as the highly leveraged Situational Awareness hedge fund was forced to unwind positions. I invited Lucas…
4 Space Catalysts — and Where Capital Flows Next
In today’s Friday Digest takeover, Luke revisits the space trade and highlights four developments that he believes have made the investment case significantly stronger: 1)…
AI Has More Winners Than Ever – Here’s the Catch
There’s no single dominant AI trade anymore. AI is spreading into personal devices, consumer agents, custom chips, memory, networking, power, and software – creating more…
The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing
Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that’s preceded major cycle lows before. Here’s the evidence,…
The Stocks Hiding in AI’s “Magical Spaces”
Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries.…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
AI Spending Just Revealed a $7,000 Gap Between Winners and Losers
Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here’s why that gap points to an AI…
Who Really Controls the $7 Trillion Robot Boom?
A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway…
What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives
In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.
The Robot IPO Everyone’s Talking About (and the Stocks Nobody Is)
In today’s Friday Digest takeaway, Eric Fry argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any…
4 Catalysts That Could Put Space Stocks Back in Orbit in 2026
Space stocks have four new catalysts in 2026 – policy execution, SpaceX validation, orbital compute, and a collapsing launch cost curve.
Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead
Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying…
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…
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
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…
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…
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 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
Microsoft Has the AI Backlog, But This Company Has the Returns
Let’s take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, I’ll share one company that is already…
5 Undervalued Stocks to Buy Now
Here are five fundamentally strong yet undervalued companies that the mainstream investment community hasn’t picked up.
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