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Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
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…
How an AI Slowdown Could Spark a Robotics Boom
Luke Lango thinks the AI industry has an opportunity to make this boom more durable over the long run. And for investors, that could shift…
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
Not All AI Stocks Will Survive — Here’s How to Tell Which Are Likely to Fail
See where AI profits are already getting squeezed, and which companies to stay away from. Then, learn how to spot companies that have something more valuable…
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
AI’s Next Big Opportunity Is Right in Front of You
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
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…
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.
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
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
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
A “Forever Stock” for a Thirsty World
Learn more about the company that I consider to be one of the best Forever Stocks out there. Then, I’ll share where you can find…
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
700 AI Agents Went Rogue – Now What?
Last call for tonight’s workshop with Luke Lango… a must-do AI homework assignment… the rogue-agent scare behind Washington’s “kill switch”… Japan’s yen wildcard – why…
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop…
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
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