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What the Democrats’ Sweep Means for the AI Trade

Democrats sweep Washington… voters turn on data centers… why the pipeline trade may get stronger… is this 1998 or 2000?… the levels Luke Lango is…

Why the AI Selloff Got It Wrong

Is the AI selloff overblown?… Louis Navellier’s stock to avoid … a blowout jobs report… Brian Hunt, cockroaches, and the American consumer

The Volunteer Who Saved the Internet

In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He…

3 Stocks to Buy for an AI Chip Recovery

Louis Navellier’s ratings are now flagging several key chipmaker names. And I’d like to share them with you today to showcase the kinds of insights…

How to Build a Crisis-Proof, Inflation-Proof Portfolio

A step-by-step plan that will grow your wealth during good times… and protect it during bad times.

AI Has Entered the Chain of Command

Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics.

The AI Selloff Meets Election Day

AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan

What Your Next Takeout Order Could Teach You About AI Investing

A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity.…

Buy, Sell or Hold? My Take on Your Stocks

I’m answering your questions about the AI stocks on your radar with a focus on companies already earning money, with solid fundamentals behind their growth.

DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story

DoorDash’s new drone shows why physical AI investing extends beyond robots to the companies solving power and production constraints.

What to Buy When AI Computing Gets Cheaper

Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…

AI’s Next Shift, Hiding in a Drone Battery

My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies…

As the AI Buildout Slows Down, Here’s What to Do Next

Would-be data center builders face a growing list of obstacles and expenses: New projects will take longer, face continuous permitting roadblocks, and incur rising costs.…

What a 19th-Century Magazine Can Teach Us About AI Stocks

Today, Eric explain why the railroads went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…

Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks

The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.

The Bond Market’s Warning – and Three Stocks Worth Watching

Three companies, one trading strategy, and a way to limit your risk before you buy.

5 Small-Cap Cybersecurity Stocks With 5x Potential (and My Favorite Overall)

Beyond Tesla: 4 Stocks I’m Watching for the Next AI Trade

I’m working backward from Tesla’s Cybercab to find the businesses most investors overlook — the upstream materials plays and downstream computing-infrastructure names that don’t make…

One Overlooked Healthcare Stock That Could Double

You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…

Stop Looking at Who Builds AI – Look at Who Puts It to Work

I’ll explain why the railroad companies went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…

As the Market’s Party Shrinks, Here’s One Stock to Buy

Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…

Fed Holds. AI’s Bigger Risk Isn’t Rates

Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…

The Moon Race Has a Supply Chain Problem, and These Three Stocks Are Solving It

My friend and colleague Jonathan Rose has been looking closely at this opportunity. Jonathan has nearly three decades of experience in the markets, and he’s…

What a $1.4 Trillion AI Chip Market Means for Everything Around the GPU

The AI infrastructure boom is getting so big that the industry’s biggest challenge is increasingly becoming physical scarcity.

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