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The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
China’s Rare Earth Squeeze Is Making MP Materials More Important
China’s grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
AI Stocks Just Hit a Speed Bump, so Here’s Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
What $6 Diesel and This Week’s Inflation Reports Mean for the Fed
In today’s Market 360, I’ll break down what they revealed about inflation and explain why the pressure is building on the Federal Reserve.
The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
For twenty years, Elon Musk’s answer to an expensive supplier has been to fire it and build the part himself. That small group of companies…
Follow Elon Musk’s Billions to the Companies Getting Paid
More than a century ago, the Panama Canal couldn’t be built with money and ambition alone. John Frank Stevens needed the people, equipment, transportation, and…
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
Space Is Becoming a Battlefield – and a Business
Space stocks are gaining real revenue as defense, satellite internet, orbital AI, and launch spending accelerate across the space economy.
What the Panama Canal Can Teach Us About Investing With Elon Musk
Elon Musk certainly doesn’t have much trouble raising money. But as my InvestorPlace colleague Luke Lango explains below, even billions of dollars can only get…
The Fed Just Revealed Something Big About the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
Elon Musk Raised $3 Billion – Here’s Who Could Profit Next
Our technology expert Luke Lango explains why a recent $3 billion funding round for Musk’s Boring Company offers a revealing glimpse into that problem. Beyond…
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
Elon’s New AI Master Plan Needs These Companies
Today, I want to show you what Musk is trying to build, why a recent announcement makes me take it much more seriously, and where…
Nvidia Sold the Market a New Story, and It Bought It. Here’s Why.
Nvidia’s earnings reset the market’s AI narrative. Here’s the guidance behind the move and where the supply chain money flows next.
Why the AI Bottleneck Is Getting Worse – And How We Can Profit
Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks –…
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