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The Trader Who Turned a Quantum Stock Into a 233% Gain – in Four Days
I’ll explain why quantum computing could unlock the next phase of the AI Revolution. And I’ll introduce you to Jonathan’s very different approach to profiting…
Copper’s AI Boom – Three Ways to Play It
Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…
Google’s AI Chips Are Live in Orbit. Now Comes the Hard Part.
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
Google’s AI Chips Blast Off Today
Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing
Anthropic’s $518 Billion Bet Could Create New AI Winners
I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
Is an “Agentic AI Bank Run” Coming?
Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
The AI Breakthroughs – and Opportunity – Hiding in Your Doctor’s Office
Let’s consider some of the recent incredible leaps that AI has made, particularly in healthcare. The past few months of AI development have revolutionized that…
The 1988 Computer “Worm” That Explains Today’s AI Panic
I’ll show you why Nvidia’s AI safety “breakthrough” is really the starting gun for a much bigger economic shift – and how to position yourself…
As AI Agents Spread, These 2 Cyber Stocks Move to the Front Line
Jonathan Rose believes two leading cybersecurity companies are particularly well-positioned to provide those guardrails. He walks through the investment case for both today – including…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Jonathan Rose takes us beyond Musk’s company to explore two publicly traded stocks he’s watching. One has a direct business relationship with an OpenAI-backed brain-interface…
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
The AI Boom Has a Security Problem – and 2 Potential Winners
My friend and colleague Jonathan Rose has two stocks in mind (which he’ll show you below.) Jonathan brings nearly three decades of trading experience on…
What the History of Electric Wires Can Teach Us About the Data Center Backlash
What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and infrastructure.
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
If You Can Kick It, You Can Pick It
Change used to unfold over decades. Now it’s happening in real time. The leap from AI chatbots to AI agents is happening in a fraction…
5 Stocks to Buy as the AI Trade Wakes Up
Luke Lango examines the AI stock rebound and the opportunities ahead for AMD, Arm, Meta, Sandisk, and Qualcomm as AI expands beyond data centers.
The Copper Treasure Hunt: 3 Ways to Look for a Payoff
Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…
The Robot Boom’s Next Milestone Is Surprisingly Boring
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
Don’t Miss the Great AI Rotation
Since the early AI revolution, the Magnificent Seven companies have been sitting securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Today, I’ll show you two public companies building the future of brain-computer technology: one with a direct connection to a brain-interface developer, and another that…
Did California Hit the “Kill Switch” On the AI Trade?
California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
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