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240 results for LEAP
The AI Boom Has a Security Problem – and 2 Potential Winners
My friend and colleague Jonathan Rose has two stocks in mind (which he’ll show you below.) Jonathan brings nearly three decades of trading experience on…
Anthropic’s $518 Billion Bet Could Create New AI Winners
I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
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…
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.
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
How to Position Before the Oil Cushion Hits Empty
The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
The 1988 Computer “Worm” That Explains Today’s AI Panic
I’ll show you why Nvidia’s AI safety “breakthrough” is really the starting gun for a much bigger economic shift – and how to position yourself…
OpenAI’s Security Scare Points to 2 Cyber Stocks Worth Buying
Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners…
What an NFL Legend Can Teach You About Small-Cap Stocks
In today’s Market 360, I’ll show you why small caps are on the move, what’s fueling the move and why I believe some of the…
The Fed Won’t Turn Dovish – So, Here’s the Play
Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
This 129% Bull Market Is Eyeing a Fresh Breakout
A quiet bull run with more juice… Brian Hunt’s “picks and shovels” … Tom Yeung on AI’s 100-day revolution… and Jonathan Rose’s catalyst playbook
The One Thing Propping Up the Whole Economy
Revisiting the Reflexive Economy… what we got right, and where it stands today… what Louis Navellier expects from earnings … why the real risk isn’t…
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
Google’s AI Chips Blast Off Today
Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing
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…
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
Why SpaceX Paid $60 Billion for the Layer OpenAI Can’t Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
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.
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