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What You’re Not Being Told About the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
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.
$1 Trillion In AI Demand, and the Market Is Looking the Other Way
AI stocks are falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
Relief Rally or False Signal?
Is the Iran War nearly over?… conflicting reports on what’s happening… how the markets looked on Friday before this rally… what the A, B, C…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
The Hidden Commodity Winner of the Oil Crisis
Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is…
The Next Big Trade Isn’t AI… It’s Prediction Markets
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
The AI IPO Gold Rush Is Coming – And You’re Not In It Yet
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
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.
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
The AI Boom’s Dirty Secret
Before anyone had heard of ChatGPT or the AI revolution that has come to dominate the market, Nvidia (NVDA) was already a successful company best…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
AI’s Next Bottleneck Is Driving These Stocks Higher
The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
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