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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.
Why I Sold This Copper Stock for a 430% Gain
Let’s explore why strong growth doesn’t always make a stock worth buying. Then, I’ll share where I see better opportunities instead.
Where the AI Trade Is Still Ripping
An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at…
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.
As the AI Buildout Slows Down, Here’s What to Do Next
Would-be data center builders face a growing list of obstacles and expenses: New projects will take longer, face continuous permitting roadblocks, and incur rising costs.…
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
SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030
SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.
The One NeoCloud Stock to Buy Now
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.
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 AI Selloff Is Sending Investors a Warning, and Here’s Where to Look
Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…
The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
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.
Fed Holds. AI’s Bigger Risk Isn’t Rates
Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…
How to Invest in Stocks: A Survival Guide
In this free report from InvestorPlace, we’ll explain how stocks work, demystify the complicated nature of stock trading, and provide a bulletproof plan to maximize…
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…
The Bond Market’s Warning – and Three Stocks Worth Watching
Three companies, one trading strategy, and a way to limit your risk before you buy.
The Fed Hit Pause, But the Energy Boom Is Just Getting Started…
I know investors are eager to hear what the Fed will do next. I’ll share my thoughts on that. I also want to turn our…
The “Most Important Week of the Year” is Here
Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1
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…
Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.
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…
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