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240 results for TOO
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…
Before Elon Musk Builds a Million Robots, Follow the Money
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
Starlink Is So Dominant, Europe Is Paying Musk and Funding His Rivals
Starlink dominates satellite internet, but Europe’s €15.6B IRIS² response is creating a second wave of satellite-industry spending.
Who Gets Paid When Musk Builds 10 Million Robots?
I’ll show you evidence that humanoids are beginning to move beyond flashy demonstrations and into real factory work…
Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
If the Race for Smarter AI Slows, This May Be the Next Wave of Profits
Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrow’s AI,…
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
No conglomerate builds data, compute, connectivity, and robot businesses by itself. Not even Elon Musk’s empire.
This $50 Trillion Robot Boom Starts on the Factory Floor
Today, Luke Lango explains why humanoids finally appear to be moving beyond impressive demonstrations toward something far more consequential: becoming useful workers. If that transition…
What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
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.…
A “Forever Stock” for a Thirsty World
Learn more about the company that I consider to be one of the best Forever Stocks out there. Then, I’ll share where you can find…
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.
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing…
The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop…
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.
Is This Market About to Roll Over?
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the…
eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
I want to discuss one of the most overlooked decisions in investing: position sizing and allocation. And I’ll show you how Luke Lango, Eric Fry…
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