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The Robot Boom’s Next Milestone Is Surprisingly Boring
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
NASA’s Moon push is creating recurring contracts for space stocks building the infrastructure needed after the first lunar landing.
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
The AI Boom Has a Security Problem – and 2 Potential Winners
My friend and colleague Jonathan Rose has two stocks in mind (which he’ll show you below.) Jonathan brings nearly three decades of trading experience on…
One Hike Down. How Many to Go?
The Fed fires the starting gun… one move or the first of many?… why this cycle isn’t 2004… how to position your portfolio regardless of…
The Real Moon Trade Isn’t Who Gets There First — It’s Who Keeps the Base Running
Jonathan Rose looks beyond the headline-grabbing rockets to three publicly traded companies already competing for pieces of this emerging lunar supply chain.
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
China’s Rare Earth Squeeze Is Making MP Materials More Important
China’s grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.
Google’s AI Chips Are Live in Orbit. Now Comes the Hard Part.
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
What the History of Electric Wires Can Teach Us About the Data Center Backlash
What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and infrastructure.
Is an “Agentic AI Bank Run” Coming?
Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
If You Can Kick It, You Can Pick It
Change used to unfold over decades. Now it’s happening in real time. The leap from AI chatbots to AI agents is happening in a fraction…
Starlink’s Lead Is Expanding the Satellite Market Around It
Starlink dominates satellite internet, but Europe’s €15.6B IRIS² response is creating a second wave of satellite-industry spending.
Wall Street’s Tom Brady Is Still Flying Under the Radar
Every year, NFL teams spend months studying the next class of potential stars. My colleague Louis Navellier sees a similar dynamic unfolding in the stock…
Don’t Miss the Great AI Rotation
Since the early AI revolution, the Magnificent Seven companies have been sitting securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
Wall Street’s Next “October Surprise” May Already Be Starting
Today, Louis explains why the weeks surrounding the midterm elections could bring an important shift in market leadership – and why history suggests investors should…
The Big Short Just Shorted a Grade-“A” Stock
This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
Did California Hit the “Kill Switch” On the AI Trade?
California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market
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