-
Most Recent
Search Results
240 results for gtu
Nvidia Made His Members Millionaires, and Now Louis Is Looking for the Next One
In today’s Friday Digest takeover, the legendary investor shares several remarkable stories from his readers who turned relatively modest Nvidia investments into six- and even…
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
The AI Infrastructure Trade Catches Its Breath
SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is…
3 AI Stocks to Buy Immediately
There are still a handful of companies that look like Nvidia in late 2022 and SK Hynix in mid-2025. These firms produce crucial AI data…
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And that’s just this year. That’s why all eyes have been glued to the…
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 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 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.
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……
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 Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks – reshaping timelines and boosting quantum stocks.
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
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.
What in the World Should You Do About Gold?
The gold bubble is a lingering field, so spread your wealth out between direct stocks and ETFs, and play it slow.
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…
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…
Finding the Top Closed End Funds for Investment
Closed end funds (CEFs) are similar to mutual funds, but they also present some unique features. First, they offer a limited number of shares, which…
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
How to Approach the Market During the “Fog of War”
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchman’s Pulitzer Prize-winning book, “The Guns of…
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
The Bigger Story Behind March’s Market Selloff
In today’s Market 360, I want to show you why the market’s recent March Madness may prove temporary, why investors are already starting to look…
2 – 10 of 240 results
