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The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look
Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…
Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
2 Brain-Computer Interface Stocks to Watch While Neuralink Stays Private
Neuralink is private, but Butterfly Network and Quantum-Si offer two very different public-market angles on brain-computer interfaces.
The Market’s Star Players Are Hiding a Bigger Problem
Here’s my advice: Worry less about missing the next AI rally and more about what happens if the market’s most crowded trades stumble. And here’s…
The Bond Market’s Warning – and Three Stocks Worth Watching
Three companies, one trading strategy, and a way to limit your risk before you buy.
Where the AI Trade Is Still Ripping
An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at…
The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout
AI stocks face pressure from oil and interest rates, but strong chip sales and data-center growth suggest October’s dip could offer a buying opportunity.
What a 19th-Century Magazine Can Teach Us About AI Stocks
Today, Eric explain why the railroads went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…
Elon Musk’s Brain-Tech Push Has Me Watching These 2 Small Stocks
Today, Jonathan will show you two public companies on my watchlist: one with a direct connection to a brain-interface developer, and another that makes research…
The Trader Who Turned a Quantum Stock Into a 233% Gain – in Four Days
I’ll explain why quantum computing could unlock the next phase of the AI Revolution. And I’ll introduce you to Jonathan’s very different approach to profiting…
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
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Jonathan Rose takes us beyond Musk’s company to explore two publicly traded stocks he’s watching. One has a direct business relationship with an OpenAI-backed brain-interface…
The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
The Odds of a Rate Hike Just Doubled
Inflation runs hot again… an October rate hike is now at 49%… Jonathan Rose goes live at 8 p.m.… the AI arms race in cybersecurity……
The Real Moon Trade Isn’t Who Gets There First — It’s Who Keeps the Base Running
Jonathan Rose looks beyond the headline-grabbing rockets to three publicly traded companies already competing for pieces of this emerging lunar supply chain.
The $20 Billion AI Scare That Wasn’t
Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…
The Copper Treasure Hunt: 3 Ways to Look for a Payoff
Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…
Google Just Put AI Chips in Orbit. These 5 Stocks Could Build What Comes Next.
Google’s Project Suncatcher advances the case for space data centers. Explore the technology, economic hurdles and stocks positioned to benefit.
Copper’s AI Boom – Three Ways to Play It
Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…
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…
Micron’s Latest Earnings Reveal Why the AI Memory Supercycle Could Run for Years
Micron’s latest earnings strengthen the AI memory supercycle thesis. Luke Lango explains why investors may be pricing in a profit peak years too soon.
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