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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…
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
Why AI Stocks Are Falling (And What to Buy Now)
Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications…
What SpaceX’s $40 Billion Nvidia Chip Plan Says About the AI Boom
AI infrastructure financing is expanding as Wall Street turns GPU-backed loans and long-term contracts into new data center capacity.
The Odds of a Rate Hike Just Doubled
Inflation runs hot again… an October rate hike is now at 49%… Jonathan Rose goes live at 8 p.m.… the AI arms race in cybersecurity……
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.
Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)
With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…
How to Build a Crisis-Proof, Inflation-Proof Portfolio
A step-by-step plan that will grow your wealth during good times… and protect it during bad times.
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.
Get In on Washington’s Winners – On Your Terms
Jonathan Rose’s ability to spot unusual trading activity—and turn it into a practical trading idea—is why I encourage you to follow his work. Today, he…
Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
The Real Moon Trade Isn’t Who Gets There First — It’s Who Keeps the Base Running
Jonathan Rose looks beyond the headline-grabbing rockets to three publicly traded companies already competing for pieces of this emerging lunar supply chain.
2 Cyber Stocks to Buy as AI Risks Rise
My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…
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…
2 Brain-Computer Interface Stocks to Watch While Neuralink Stays Private
Neuralink is private, but Butterfly Network and Quantum-Si offer two very different public-market angles on brain-computer interfaces.
The $20 Billion AI Scare That Wasn’t
Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…
The Market’s Star Players Are Hiding a Bigger Problem
Here’s my advice: Worry less about missing the next AI rally and more about what happens if the market’s most crowded trades stumble. And here’s…
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet
Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.
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