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AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
The Bigger Story Behind March’s Market Selloff
In today’s Market 360, I want to show you why the market’s recent March Madness may prove temporary, why investors are already starting to look…
What You’re Not Being Told About the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the…
Why June 30 Could Trigger a Private Credit Reckoning
Today, Louis is joining us to explain why a key deadline — June 30 — could force long-hidden problems into the open. That’s when certain…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
Three Stocks to Buy as Investors Flee This $3 Trillion “Shadow” Market
Could a spark light private credit markets on fire? According to former Goldman Sachs CEO Lloyd Blankfein, the answer is clear: Absolutely.
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
Is the Bull Market Rally Back On?
The market keeps rallying… but we’re still “on the wrong side of the tracks”… Luke Lango’s bull case for tech… a black swan lurking in…
Markets Are Rallying – Are They Ignoring a Major Risk?
Are markets misreading the Iran news?… the households that can’t absorb $100 oil… private credit stress spreads beyond software… and what to do now
The Private Credit Time Bomb Is Ticking
Private credit risk is rising fast. Here’s why the $3 trillion ‘shadow’ banking market could threaten stocks – and how to prepare.
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking…
The Cracks in the $3 Trillion “Shadow” Banking System Are Getting Harder to Ignore
In today’s Market 360, I’m going to explain what’s going on in this $3 trillion “shadow” banking sector – and why you should care. And…
The $3 Trillion Time Bomb Is Ticking Beneath the Market
My colleague Louis Navellier has flagged a potential “black swan.” It’s the private credit market — a $3 trillion corner of finance where problems can…
Before AI Takes Over the C-Suite, Follow the Money Behind It
In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…
The New Doctrine Reshaping Global Markets
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
How to Trade a Volatile Stock Market Without Guessing Direction
Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.
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