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Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare
Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…
What the Democrats’ Sweep Means for the AI Trade
Democrats sweep Washington… voters turn on data centers… why the pipeline trade may get stronger… is this 1998 or 2000?… the levels Luke Lango is…
The No. 2 Stock of 2024 Wasn’t an AI Company – and the Pattern Is Repeating
I’ve picked the biggest, most conservative name on Luke Lango’s list on purpose. If the potential is this large for such a major firm, it’s…
What to Buy When AI Computing Gets Cheaper
Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…
A Political Surprise Could Hit Stocks – Here’s Where to Look Instead
Tomorrow, 36 states will elect governors, 46 states will vote on legislative seats, and thousands of local offices will be up for grabs. And a…
What Your Next Takeout Order Could Teach You About AI Investing
A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity.…
The Volunteer Who Saved the Internet
In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He…
PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus
PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems.
5 Reasons I’m Still Bullish After the Midterm Selloff
Joining me is Adam Johnson, a former Bloomberg host and founder of Bullseye Brief, to discuss why we’re still bullish despite the recent volatility. Plus,…
The AI Test Alphabet Just Failed
Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock…
DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story
DoorDash’s new drone shows why physical AI investing extends beyond robots to the companies solving power and production constraints.
Why the AI Selloff Got It Wrong
Is the AI selloff overblown?… Louis Navellier’s stock to avoid … a blowout jobs report… Brian Hunt, cockroaches, and the American consumer
Why I’m Buying the AI Selloff: My Top Picks for 2027
Luke Lango examines the AI selloff, why chip suppliers may weather slower data-center construction, and the opportunities and risks in Nvidia, AMD, and Nebius.
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…
America’s Military Rebuild Starts With a Manufacturing Problem
America’s military rebuild needs factories, parts, and proven suppliers. See why RTX is a defense stock to watch as air-defense orders grow.
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.
Are We in an AI Bubble? 4 Investing Experts Tackle the Trillion-Dollar Question
Are we in an AI bubble? Louis Navellier, Eric Fry, Jonathan Rose and Luke Lango tackle the question that Wall Street can’t stop asking.
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.
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.
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…
Before Celebrating the Mag 7, Remember Yesterday’s Tech Giants
Let’s go over the latest quarterly earnings from the Mag 7 companies and what they reveal about investing in AI today.
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