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Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
Don’t Let These 3 AI Investing Mistakes Destroy Your Gains
Market shifts tend to trigger three common mistakes every time a breakthrough technology emerges. Millions of portfolios will suffer losses because of them. I’ll break…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The AI Job Shake-Up Could Create Big Winners – and Losers
There is a new type of AI making its debut that doesn’t answer questions and or wait for instructions. It goes out into the world,…
Quant Ratings Updated on 120 Stocks
In today’s Market 360, I’ll walk you through what’s driving this earnings momentum and what the latest data tells us about where the market could…
The AI Nobody’s Talking About Is Already Picking Winners
To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts……
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
The AI Story Is Changing – And So Will the Market Leaders
In today’s Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks – reshaping timelines and boosting quantum stocks.
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting — and which companies benefit most.
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
When “AI” Became the New “Dot Com”
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrow’s AI Signals Trading…
Software Stocks Are Cracking. Is Your Portfolio Exposed?
Software used to be the market’s golden child. At one point, those companies looked untouchable. Then the world changed.
We’re Not Done With AI – We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that we’ve seen play out before. In today’s Smart Money,…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
2 Stocks to Buy and 2 to Sell, According to Insiders
Today, I’d like to offer you several buy and sell recommendations from my own favored signal: those from insider transactions.
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