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The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
What to Look For Before the SpaceX IPO
The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
Warsh’s First Move – And the Test That’s Just Getting Started
The FOMC decision is in … what Warsh signaled … why the market’s inflation relief may be premature … the curveball every new Fed chair…
This Little-Known AI Trend Could Hand You the Next 10X Winner
In today’s Friday Digest takeover, he explains why connected machines, sensors, and industrial systems are becoming increasingly important to the AI economy… and why the…
The Biggest Mistake AI Investors Could Make This Summer
in this piece, Louis Navellier explains why this AI boom reminds him so much of the late 90s… and why the smartest move today is…
The Pentagon Is Betting $200 Billion on These Companies
In today’s essay, I’m breaking down exactly where I see the next opportunities emerging in drone stocks – and how we’ve used one system I’ve…
The Biggest Mistake AI Investors Could Make This Summer
I want to show you why this AI boom reminds me so much of the late 1990s… why I believe some AI stocks could be…
Everyone’s Chasing SpaceX, but We’re Going After Something Better
In today’s Smart Money, let’s dig into why investing in the companies downstream of SpaceX is a better choice than buying a stake in the…
This Market Looks Like 1999, and That Should Make You Pay Attention
I invited Louis here today to explain what he’s seeing in the market that reminds him of 1999 – and why he’s teaming up with…
How AI Turned a 615% Gain Into 3,626%
In today’s Sunday Digest, Louis explores how AI is already transforming fields as complex as medicine and scientific research – and why he believes the…
The Next AI Boom Could Be Driven by Cybersecurity
Anthropic recently agreed to give the European Union (EU) access to Mythos – its highly advanced cybersecurity-focused AI model – after months of discussions between…
IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight
On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…
When the Market Panics, These Traders Get Rich – Here’s How…
If some random person at dinner told me he was pulling triple-digit gains from the market in days or weeks, I’d probably raise an eyebrow…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again
In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate…
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…
Don’t Trade Oil Headlines. Watch These Two Signals.
Oil volatility is rising. Crack spreads and backwardation are flashing signals that could point to refiner-stock opportunities.
The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
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