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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…
Apple’s Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
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.
How to Profit From the AI Boom Without Playing Big Tech’s Game
In today’s Smart Money, let’s look at the latest results from Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA), and what they reveal about the Mag…
Why “Boring” Could Be Your Best Investment
“Boring” isn’t just safe. Or reliable. It’s strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
AI Prices Just Fell 280-Fold – Now What?
The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits…
Google Beat but AI Stocks Are Still Sinking. What’s Going On?
Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center…
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…
The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?
We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
Why You Should Use the EV Playbook to Find AI Winners
In today’s Smart Money, let’s take a look at why AI could become China’s next EV export story. Then, I’ll share why the biggest investment…
Don’t Wait for the IPO — Find the Next AI Winner Now
Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango believes that assumption is becoming…
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 AI Trade Isn’t Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the “Lag 7” story is wrong… Louis Navellier’s’ “best market since 1999”
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 Ticker May Be Too Late for AI’s Next Great Winners
The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.
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…
AI Has Entered a Bear Market
Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today’s orders, but about tomorrow’s. Investors are increasingly…
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift.
Get Into The AI Trade Before This Happens
Luke explains why he’s not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down…
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
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