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One Stock to Dump Before AI Buries It
In today’s Smart Money, I want to discuss the last time a brand-new technology rewrote the rules of commerce. Afterward, I’ll highlight a stock that…
How to Use the AI Selloff to Your Advantage
Yesterday’s selloff is a useful reminder that even when the long-term AI story remains intact, good stocks can still get swept up in short-term volatility.…
Use This 2-Question Test to Find AI’s Next Winners
If the answer to either question is “Yes,” congratulations – you’ve probably got a creative winner on your hands. If the answer to both questions is “Yes,”…
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff…
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…
The First Crack in the Ice: Why Crypto Winter May Finally Be Thawing
Bitcoin just reclaimed its 200-day moving average after 9 months below it — a rare setup that’s preceded major cycle lows before. Here’s the evidence,…
The Unknown Companies Behind Elon’s Next Big Project
NASA didn’t turn to Playtex as a favor or a novelty. They did it because they had a specialized need that couldn’t be met in-house.…
Warsh Won’t Give Wall Street a Roadmap. Is a Rate Hike Coming Anyway?
Let’s look at what this week’s inflation report really told us, what Warsh just told Wall Street at Jackson Hole and what it could mean…
Warsh Puts a Rate Hike Back in Play
Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines…
The Reason China Targeted MP Materials Might Shock You
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
2 Stocks to Buy for the AI Revolution
To give a sense of the opportunity the AI Revolution in offering, I’d like to highlight several picks that are still being overlooked by Wall Street.
Who Really Controls the $7 Trillion Robot Boom?
A robot rocket in Shanghai… the rare earth choke point behind every humanoid… Home Depot’s warning on the consumer… why housing stocks are climbing anyway…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
That AI Breakthrough That Is Still Coming
The first people to see Edison’s light bulb weren’t wrong to be amazed. They simply couldn’t see far enough ahead. Nearly 150 years later, investors…
Will Higher Bond Yields Break the AI Bull Market?
Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…
4 Space Catalysts — and Where Capital Flows Next
In today’s Friday Digest takeover, Luke revisits the space trade and highlights four developments that he believes have made the investment case significantly stronger: 1)…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
How the AI Boom Ends
Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test
The 680% Winner You Should Trim Today
Bears’ math problem… why falling valuations point to more upside… the 680% winner to trim… how to position for AI today… Louis Navellier on why…
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
I want to discuss one of the most overlooked decisions in investing: position sizing and allocation. And I’ll show you how Luke Lango, Eric Fry…
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
1 Stock to Buy for the AI Revolution
The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these…
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…
The Most Important Part of Unitree’s IPO Wasn’t the Robot
Unitree’s 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.
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