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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.
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.
Anthropic’s $518 Billion Bet Could Create New AI Winners
I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
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.
Google Just Sent AI to Space – Here’s What That Means for Investors
Let’s look at what Google’s Suncatcher project reveals about the AI boom’s growing constraints. Then, I’ll show you where the next AI opportunity is ready…
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.
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.
Is It Time to Buy These 2 Data Center REITs?
Brad explains how he’s approaching the opportunity with data center REITs, what investors need to know – and he even identifies two favorite data-center REITs…
3 Stocks to Buy Before the AI Boom Fumbles
Those buying only high-growth, leveraged AI stocks might do well in the short term. But they can still lose if their defense isn’t solid enough…
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…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Today, I’ll show you two public companies building the future of brain-computer technology: one with a direct connection to a brain-interface developer, and another that…
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 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……
One Moonshot Stock to Buy for the AI Revolution
Tom Yeung discusses one of the companies Luke Lango has selected as a potential Elon Musk supplier stock to buy.
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…
The 2 Hottest Places to Hunt for A-Rated Stocks
In today’s Market 360, I want to show you two areas where Wall Street is expecting some truly stunning earnings growth…
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
Before Elon Musk Takes Neuralink Public, Here’s Where to Look for Profits
Jonathan Rose looks beyond Neuralink at two public companies on his watchlist, explaining what interests him and how their connections and risks differ.
A 92% Market Signal is Flashing
Investors see a lot of information every day. We pay more attention than we probably should to screaming headlines from CNBC, The Wall Street Journal…
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