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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.

Why Oil Prices Are High Despite Persian Gulf Supply Recovery

The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…

Elon Musk’s Brain-Tech Push Has Me Watching These 2 Small Stocks

Today, Jonathan will show you two public companies on my watchlist: one with a direct connection to a brain-interface developer, and another that makes research…

How a 15% Bond Yield Warned of CoreWeave’s 42% Slide

CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.

The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look

Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…

The “Calendar Trick” for Huge Biotech Gains – And 3 Stocks I’m Watching

Today, Jonathan will explain what the PDUFA calendar is, the catalysts my system is flagging that could boost three biotech stocks higher, and the popular…

The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look

In August, I flagged two AI market darlings: CoreWeave and Oracle. Since then, both stocks have taken a hit. Today, I want to show you…

The AI Warning That Could Lead to Your Next Trading Opportunity

Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…

Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout

AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.

The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)

Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.

Why Playing It “Safe” With U.S. Stocks Could Backfire

Today, I’ll explain why overconfidence can lead investors to favor U.S. stocks even when foreign markets offer compelling alternatives.

Netflix’s Moat Is Disappearing. Is Yours?

Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule

Meta Is About to Show Whether Bigger AI Capex Still Wins

Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.

How to Buy a Dollar’s Worth of Stocks for Less Than a Dollar

Most investors looking for a bargain wait for their favorite stocks to fall in order to buy the dip. Iapproach the problem a little differently.…

“This Darn Bond Market Is Scaring Me”

A former market maker on what comes next – and where the big money is flowing

How to Buy Stocks for Less Than They’re Worth

The FDA Calendar Smart Money Never Ignores

Today, Jonathan Rose will explain what the PDUFA calendar is, the catalysts his system is flagging that could boost three biotech stocks higher, and 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…

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