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The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
AI Stocks Are Stuck – and Not Because of Earnings
The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields…
The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward…
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…
Why Traders Are Betting on an Interest Rate Hike
How to catch Louis Navellier and Jonathan Rose for free… a blowout jobs report corners the Fed… why the best Elon Musk trade may not…
Gold at $75,000? Do the Math
The AI backlash goes mainstream… why Louis Navellier says don’t worry, invest… where to put your AI dollars today… the chart pointing to $75,000 gold
The AI Suppliers Elon Musk Can’t Live Without
Put all of Musk’s businesses together and you begin to see just how much of the AI infrastructure stack he increasingly controls himself. That raises…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX’s AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
Why Data Center Moratoriums Won’t Derail the $7 Trillion AI Boom
Let’s take a closer look at the growing pushback against data centers…
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…
Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks
Bottlenecks have an interesting economic consequence. When everybody desperately needs the same scarce thing, the people who control it gain enormous leverage.
Don’t Sell Your AI Stocks – Sort Them
The public’s data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is “sort,” not “sell”
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…
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…
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.
The AI Trade Is Back On – Here’s Where to Look Next
NVIDIA just shattered Wall Street’s slowdown thesis. Now, attention could quickly shift to the companies powering the broader AI buildout…
The Reason China Targeted MP Materials Might Shock You
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
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