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Why “Just Hold” Doesn’t Feel Safe Anymore
For many years, investors were told to buy strong companies and hold them for the long run. In my experience, that approach can still work.…
JPMorgan’s Quiet Warning About AI
JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response……
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…
The Stocks Poised for a Breakout
Our old warning about Adobe… Luke Lango and “the flip side”… why price is all that matters in today’s AI world… the power of stage…
The OpenAI IPO Could Be the Biggest AI IPO Ever
A wave of AI IPOs – from OpenAI to Anduril – could soon give investors access to the companies building artificial intelligence.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here’s how to position now.
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
Everyone’s Watching the Wrong Part of AI
In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom.
Block’s Layoffs Reveal the Dark Side of the AI Economy
Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market.
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
NVDA Beats by 73%… Why Did It Drop? Plus, Mortgage Rates Hit Lowest Level in Three Years
NVIDIA Corporation’s (NVDA) earnings last week served as the grand finale to earnings season. The company reported 73% earnings growth, 82% operating income growth and…
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
Markets Move on Belief – Not Facts
In today’s Smart Money, Jonathan Rose explains why markets move on belief, not just headlines, and how a new stream of probability-based data is changing…
From Panic to Rebound – Today’s Rollercoaster
Iran closes the Strait of Hormuz… global investment markets tank… Luke Lango with three ways this resolves… the action step to take now in your…
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
The Hidden Wealth Transfer Inside the AI Revolution
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
The Iran Conflict Is Reshaping Every Market Right Now
Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still…
What to Expect in the New Tariff Turmoil
The court limits Trump’s tariff power… the White House hits back with a 15% blanket tariff… how will it all play out?… digging into the…
As Volatility Flares Up Again, Strengthen Your Portfolio
Spreading investments internationally reduces reliance on the U.S. alone and can smooth overall returns over time. Plus, some markets outside the U.S. may offer cheaper…
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
The $100 Million Lesson Wall Street Learned Too Late
Markets move on belief. That’s why hype cycles often drive price action faster than fundamentals can justify. And it’s why the biggest edge in modern…
U.S. Strike on Iran: What Operation Epic Fury Means for Markets
Operation Epic Fury reshapes Iran’s regime. We break down oil risks, market reaction, and the AI defense surge.
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