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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.
How to Profit From Stock Market Volatility in the AI Era
I’d like to call this environment unusual – after all, there’s always volatility. But according to DataTrek, the S&P has become noticeably more volatile in…
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
The Best Trade Nobody’s Making Because It Doesn’t Involve a GPU
Gen Z swapped bar tabs for boutique gyms, and the resulting wellness stocks long/short trade may be the cleanest non-AI thesis right now.
The Chip That Lifted a Nation – and What It Means for Your Portfolio
This week, Taiwan beat out India to become the fifth-largest stock market in the world, driven by demand for AI chips. This is a “symbolic…
Investors Who Ignore This AI Shift Could Be Left Behind
The companies that dominated the first phase of the mobile phone revolution weren’t the ones that would dominate the next. And according to legendary investor…
SoftBank Calls AI 50x Bigger Than Dot-Com — Here’s Who Actually Profits
To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…
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…
Cisco Did It in 2000, and These Four Stocks Could Do It Next
In today’s guest piece, Louis will share a lesson from the late 1990s that’s shaping how he’s thinking about artificial intelligence today.
How to Hold the Next Nvidia Through the Noise
In today’s Friday Digest takeover, Louis explains why today’s AI boom reminds him of the internet buildout of the late 1990s. Not because he sees…
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…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
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…
Nvidia Still Has 40% Upside – Here’s the Math
Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first…
The End of the Bull Market Is Nigh
Michael Burry’s crash warning … the one macro risk that actually matters … why the earnings data tells a different story… where Louis Navellier and…
The Four Signs a Company Is About to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
Most Investors Are Flying Blind
Market volatility feels dangerous due to its violent swings and uncertainty. Not to mention the scare headlines the mainstream media loves. But volatility itself is…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
Google May Define Agentic AI… but These Stocks Will Make Investors Richer
Agentic systems are the “next generation” of AI technologies that can make decisions by themselves and adapt to changes. But the most interesting agentic AI…
The Four Signs a Company Is About to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
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