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How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech giants may…
A Billion Dollar Lesson for Investors
Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn’t mean just investing in the…
Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond…
Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO
There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…
Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
New York Bans New Data Centers
Albany pulls the plug… Ford’s “AI Boomerang” in jobs… a margin-debt flashing light… why we’re not worried about the AI trade yet… and how to…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
How One Pre-IPO Roblox Bet Built a $68 Million Roth IRA
A $68M Roblox Roth IRA and a new $10M cap bill reveal how pre-IPO access – not contributions – can create mega retirement accounts.
SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
Big Tech’s Tab Is Running Up – But Who Is Profiting?
In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…
Here’s What My System Says About 4 Big Tech Stocks Before Earnings…
I’ll set the table for the earnings season so far, and then we’ll put this week’s four Big Tech reporters to the test and see…
The Nile Flooded Every Year — So Does This Stock
Looking back can often help us see what’s likely to happen next. That approach has enabled Keith Kaplan and his team at TradeSmith to deliver…
SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
The Secret Behind Silicon Valley’s Biggest Fortunes
Every day, millions of investors hunt for the next great opportunity in the public stock market. They read the same headlines, study the same charts,…
The Man Who Got Rich by Walking Away
Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case.
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
How Two Smart Investors Missed Google – and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
The Day Wall Street Opened the Door to an Industry That Barely Existed
Genentech’s early IPO shows why today’s biggest AI gains may be created before a company ever reaches the stock market.
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In today’s Smart Money, let’s take a look at SpaceX’s earnings. Then, we’ll explore where the biggest opportunities may emerge as this new space economy…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
The $3 Trillion AI Stock I’d Dump Right Now – and What to Buy Instead
In today’s Smart Money, I’d like to explain why, despite Amazon’s earnings beat, I’m not changing my “Sell” rating on the company – and why…
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