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AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
If You Can Kick It, You Can Pick It
Change used to unfold over decades. Now it’s happening in real time. The leap from AI chatbots to AI agents is happening in a fraction…
Is an “Agentic AI Bank Run” Coming?
Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies
The Big Short Just Shorted a Grade-“A” Stock
This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…
The Copper Treasure Hunt: 3 Ways to Look for a Payoff
Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…
The AI Security Playbook: 5 Cybersecurity Stocks to Buy Now
In this week’s episode of Being Exponential with Luke Lango, I examine five cybersecurity stocks to buy. Each offers different ways to invest in securing…
3 Quantum Stocks to Buy for the Next Technological Revolution
Let’s go over the three companies leading the quantum computing charge. These are long-term picks that could take years (or even a decade) to play…
Don’t Miss the Great AI Rotation
Since the early AI revolution, the Magnificent Seven companies have been sitting securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
A 600% Stock Still Trading at 7X Earnings
Oil pulls back, but the refiner story isn’t over … the S&P’s best stock still trades at 7X earnings … the screen behind Louis’ winners…
How to Keep Overconfidence From Getting in the Way of Profits
If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders…
Nvidia’s $12.9 Billion Hugging Face Deal Is a Sign of What Comes Next
Nvidia’s Hugging Face deal shows why Big Tech may increasingly buy the AI capabilities it cannot spare years building.
How an AI Slowdown Could Spark a Robotics Boom
Luke Lango thinks the AI industry has an opportunity to make this boom more durable over the long run. And for investors, that could shift…
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
AI stocks to buy now: Dell and Credo lead the pack, while geothermal’s Fervo Energy rides a Google deal. See why the market’s stalled tape…
700 AI Agents Went Rogue – Now What?
Last call for tonight’s workshop with Luke Lango… a must-do AI homework assignment… the rogue-agent scare behind Washington’s “kill switch”… Japan’s yen wildcard – why…
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
One Hike Down. How Many to Go?
The Fed fires the starting gun… one move or the first of many?… why this cycle isn’t 2004… how to position your portfolio regardless of…
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
Two Lines on a Chart Beat Every Headline I’ve Read This Year
Objective data is the great equalizer. It shifts you out of prediction and into probability. And once you understand what the market expects — how…
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
No conglomerate builds data, compute, connectivity, and robot businesses by itself. Not even Elon Musk’s empire.
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