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Why Quarter-End Window Dressing Could Lift These 2 AI Stocks
I explain why these two stocks are starting to wake up, what quarter-end window dressing could mean for them – and why I think both…
A 600% Stock Still Trading at 7X Earnings
Oil pulls back, but the refiner story isn’t over … the S&P’s best stock still trades at 7X earnings … the screen behind Louis’ winners…
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
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
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…
The AI Breakthroughs – and Opportunity – Hiding in Your Doctor’s Office
Let’s consider some of the recent incredible leaps that AI has made, particularly in healthcare. The past few months of AI development have revolutionized that…
Google’s AI Chips Blast Off Today
Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing
Nvidia’s $12.9 Billion Hugging Face Deal Is a Sign of What Comes Next
Nvidia’s Hugging Face deal shows why Big Tech may increasingly buy the AI capabilities it cannot spare years building.
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
Don’t Wait Until Election Day: Know When Strong Stocks Start Turning Against You
I’ll explain why I recommended an infamous stock and share the details on how my proprietary quantitative system knew it was time to sell –…
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
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.
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
Three publicly traded companies are competing to build the first base on the moon. I’ll show you why these names matter more than SpaceX and…
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
NASA’s Moon push is creating recurring contracts for space stocks building the infrastructure needed after the first lunar landing.
How to Position Before the Oil Cushion Hits Empty
The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…
What an NFL Legend Can Teach You About Small-Cap Stocks
In today’s Market 360, I’ll show you why small caps are on the move, what’s fueling the move and why I believe some of the…
One Hike Down. How Many to Go?
The Fed fires the starting gun… one move or the first of many?… why this cycle isn’t 2004… how to position your portfolio regardless of…
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 AI Security Playbook: 5 Cybersecurity Stocks to Buy Now
In this week’s episode of Being Exponential with Luke Lango, I examine five cybersecurity stocks to buy. Each offers different ways to invest in securing…
3 Quantum Stocks to Buy for the Next Technological Revolution
Let’s go over the three companies leading the quantum computing charge. These are long-term picks that could take years (or even a decade) to play…
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