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The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows — but the fundamental risks didn’t. The compounders and the faders look identical today. They won’t.
What Jensen Huang Said That Nobody Noticed
Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango…
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
These Four Stocks Could Do What Cisco Did in 2000
I’ll show you four stocks that are prospering from the AI buildout beyond NVIDIA and Micron and why I believe the AI boom is broadening…
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…
3 Stocks That Could Benefit Before the SpaceX IPO Even Happens
Today, Jonathan will explain the “family” of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and…
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore
Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.
Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
Forget the SpaceX IPO — Own These 3 Stocks Instead
A lot of investors are asking on question right now: “How do we invest in Neuralink?” But when we see money flooding into a new…
Missed Ameresco Last Week? This AI Power Stock Could Still Have 50% Upside
The pick I featured here in the Sunday Digest has already risen 10%, bringing its one-month return to 18%.
AI Forced Two Utilities to Merge… Here’s How to Profit
In today’s Smart Money, I’ll explain the details of a historic merger, and what it represents: AI is turning electricity into a high-growth industry. And…
While Everyone Chases AI, Pharma Keeps Getting Cheaper
In today’s Smart Money, I’ll explain how the hype surrounding the AI trade is diverting attention from potentially lucrative pharmaceutical stocks. And why that disconnect,…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
3 More Small-Cap Stocks to Buy
When “everyone knows” the same thing, opportunities tend to emerge elsewhere — especially in smaller companies that Wall Street often ignores. Today, I want to…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
The AI Trade Everyone Loves Is About to Get Dangerous
Today, Tom Yeung will consider the dangers of the latest AI mania – and the safer investing path to follow instead.
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