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Forget Silicon Valley — the Next Tech Fortunes Start in D.C.
In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…
A Black Friday Bargain Hiding in Plain Sight
In the spirit of Black Friday coming up, I’d like to share a relatively cheap and underappreciated AI play that I’ve been watching throughout 2025.
The Moment the Government Became America’s Top Tech Investor
Every so often, there’s a shift in the markets that happens quietly – and only becomes obvious in hindsight. By then, most investors have missed…
The Next Great AI Trade Hiding in Plain Sight
Lithium is shifting from an EV story to the next major AI trade. Discover why data centers, robots, and physical AI could spark a massive…
The Healthcare Discount Too Big to Ignore
In a market obsessed with AI stocks, few investors seem to care how extensively the biopharmaceutical industry has integrated AI technologies. That oversight is exactly…
What the Dot-Com Bust Teaches About Today’s AI Vendor Financing
AI financing mirrors the dot-com era’s vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.
Gold’s New Era — Here’s How You Can Time It Right
Thanks to his experience, Jonathan Rose has become an expert at spotting when institutional money is starting to pour into a trade – and teaching…
Nvidia Crushes Earnings as AI Demand Stays Red-Hot
In today’s Digest takeover, Luke Lango walks us through why Nvidia’s results were a direct rebuttal to the “AI bubble” narrative… how hyperscalers are still…
The ‘Backdoor’ Route to AI Stock Fortunes
Washington’s investments are creating the next 500%-plus winners. Discover the government-backed AI supply chain stocks primed for big gains.
AI Can’t Run Without This
Wall Street’s missing the obvious: the AI revolution runs on storage. Here’s why that matters for investors.
Don’t Be Fooled by Nvidia’s Earnings – Why It’s Still a “Sell”
Today, I’ll explain why you should keep Nvidia out of your portfolio, even as Wall Street celebrates. I’ll also share another Big Tech stock I…
NVIDIA’s Earnings Confirm It: “In Jensen We Trust”
This is Jensen’s moment – and in Jensen we trust.
The Market Now Runs on Two Engines — and Only One Is Built to Last
In today’s Smart Money, let’s take a closer look at the U.S.’s economic split personality… and the new challenges and considerations it presents for investors.
How One Trade on a “Dead Stock” Made Me a Legend
It started with a blip on my options scanner — a surge of strange trades in a stock everyone had written off for dead. It…
The Future Is Made of Magnets
Today, InvestorPlace Senior Analyst Luke Lango is joining us to explore why this short-term truce has opened a once-in-a-decade buying opportunity… and how one U.S.…
How the U.S. Government Is Creating the Next AI Stock Boom
Government-backed AI supply chain stocks are surging, and Washington’s new Manhattan Project could create the next 10X winners.
Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia earnings crushed expectations with 62% growth and 65% guidance, reigniting the AI rally and debunking fears of an AI bubble.
How One Trade Made Him a Legend
The biggest market moves don’t always begin on a chart – they often start as hidden footprints left by institutional money. That’s what Jonathan Rose…
The Chip that Changed History and Your Portfolio
For investors, November 15 marks the quiet birth of something that reshaped the entire world and still powers your portfolio today. On that day in…
2 Stocks to Protect Yourself From a 2026 Market Crash
Last week, I introduced three firms that have seen strong insider buying; the value-based trio has risen by a percentage in the past week (despite…
How a Floor Trader Turned Wall Street’s Chaos Into a System
My colleague Jonathan Rose spent decades on the floors of Chicago’s biggest exchanges, learning to read the market’s rhythm in real time. It has shaped…
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