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The AI Boom’s Best-Kept Secret
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next…
Perfection Is a ‘Sell’ Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
This AI Stock Has Even Faster Growth Than NVIDIA
This week is all about Wednesday. That’s when the grand finale of earnings season will take place. Of course, that’s when NVIDIA Corporation (NVDA) will…
Why ‘Perfect’ Companies Underperform
AI investing strategy: Use the BlackBerry Test to spot obsolete stocks early and position for the next wave of AI disruption.
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…
This 150% Run Is Just the Beginning
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing – favoring energy, minerals, and real assets over globalized tech.
The Biggest Myth In the Market Just Broke
The rally in AI stocks isn’t broadening — it’s concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And that’s just this year. That’s why all eyes have been glued to the…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
Xerox Is an AI Trap — This Company Is a Better “Match”
In today’s Smart Money, I’ll look at a company that highlights the limits of legacy AI Appliers struggling to adapt as A-AI accelerates. Then, I’ll…
The AI Job Shake-Up Could Create Big Winners – and Losers
There is a new type of AI making its debut that doesn’t answer questions and or wait for instructions. It goes out into the world,…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
The AI Nobody’s Talking About Is Already Picking Winners
To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts……
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
Copper’s Mixed Signals Are Your Next Big Opportunity
Let’s make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
What Big Bank Earnings Aren’t Telling Investors Right Now
Let’s look at what three big bank earnings reports are really telling us. Then I’ll show you why that matters for what comes next –…
Two More Stocks to Buy Immediately, According to AI
I’ll feature two new top stocks in today’s update. And as a bonus, I’ll let you know (at the end) which of the three picks from last week…
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You About
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
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