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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…

How to Hold the Next Nvidia Through the Noise

In today’s Friday Digest takeover, Louis explains why today’s AI boom reminds him of the internet buildout of the late 1990s. Not because he sees…

These Four Stocks Could Do What Cisco Did in 2000

I’ll show you four stocks that are prospering from the AI buildout beyond NVIDIA and Micron and why I believe the AI boom is broadening…

The Nobel Prize-Winning AI That’s Coming for the Stock Market

The AI rewriting medicine is the same AI now applied to 47 years of quant investing data — and the backtested results are extraordinary.

Why X Money Could Be Bigger Than PayPal Ever Was

X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.

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…

The Trade Everyone’s Missing in the Peace Rally

Iran peace deal gooses markets… the hidden signal in gold’s surge… what broke the gold run… the structural case that hasn’t moved… and the tool…

Is This an AI Bubble? Here’s the Only Question That Matters

Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…

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…

Skip the Oura Ring IPO. Buy These 10 Stocks Instead.

Oura Ring’s IPO looks like Peloton in 2020 — great product, dangerous price. Ten public wellness stocks own the real trade.

The Best Trade Nobody’s Making Because It Doesn’t Involve a GPU

Gen Z swapped bar tabs for boutique gyms, and the resulting wellness stocks long/short trade may be the cleanest non-AI thesis right now.

AI Could Help You Live Longer – and Invest Smarter

Many investors think of AI as a story about chips, software, and the companies building the technology. But its biggest impact may be far broader…

Don’t Buy the SpaceX IPO. Do This Instead…

In today’s Market 360, I’ll tell you why I’m steering clear of the SpaceX IPO for now… why Wall Street’s excitement may have more to…

The Biggest Edge I’ve Found in My 47-Year Career

First, let me take you back to the early 1970s when I had my first “eureka moment” about how machines could crack the secrets of…

Missed Ameresco Last Week? This AI Power Stock Could Still Have 50% Upside

The pick I featured here in the Sunday Digest has already risen 10%, bringing its one-month return to 18%.

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…

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…

Dell Upgraded, Costco 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…

Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.

The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…

The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog

Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…

SoftBank Calls AI 50x Bigger Than Dot-Com — Here’s Who Actually Profits

To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…

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 —…

5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)

Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…

Are You Making the Kodak Mistake?

Kodak invented new technology and still lost… I’ll show you where you can find tomorrow’s winners.

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