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One Space Stock to Buy Today
Rocket Lab makes its biggest move… Louis’ top space stock right now… why the OpenAI delay is actually bullish for AI investors
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
Forget the AI Bubble Talk. Watch This Number Instead
Why everyone’s arguing about an AI bubble when they should be watching a price tag… what two Big Tech CEOs are begging for… watch this…
Bitcoin Miners Are Now in the AI Business. Here Are Three Worth Watching.
Bitcoin miners are suddenly being thrust into the spotlight as the AI infrastructure boom takes off. And I’ve found a basket of names to capitalize…
Where to Invest When Great News Isn’t Enough
In today’s Smart Money, I’ll explain how the same expectation gap that humbled the Beatles is now appearing in the AI market… and why Samsung’s…
Bitcoin Is Down. Miners Are Up. That’s the Signal.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
Don’t Chase Bitcoin – Own the Companies Powering AI
Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose. Today, he explains…
The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers
Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week’s…
The AI Trade Has Three New Problems
SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI…
The 3 Stocks Quietly Benefiting From the SpaceX Shakeup
Jonathan Rose shares three stocks he believes stand to benefit as the communications industry adapts to a new reality and explains why this is exactly…
4 Signs a Company Is About to Be Destroyed by AI
In today’s guest essay, Jonathan walks through those four warning signs, what they could mean for investors today and where he believes new opportunities may…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…
3 Biotech Stocks to Watch Before Wall Street Catches On
Three biotech companies are currently on my watchlist as institutional behavior lifts the entire sector. I’ll show you the three picks I’m tracking and the…
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000… why markets cheered anyway… the trend Warsh actually needs to see…
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
The Average SpaceX Investor Is Now Losing – These Investors Aren’t
The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is…
Today’s Memory Selloff: Opportunity or Warning Sign?
Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who’s winning it… your MU earnings checklist for tomorrow… last chance…
A Warning from the “King of Quants” – and a New AI-Powered Trading Tool
The idea behind it is simple, even if the technology under the hood isn’t. I sat down with Michael Salvatore, Editor of TradeSmith Daily, for a wide-ranging conversation about AI,…
A New All-Time High, an 81% Overnight Gain, and One “Forever Stock”
The AI power play making new highs… a pharma stock hiding in plain sight… and a biotech trader’s edge you can steal…
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
The Most Important Lesson From the SpaceX IPO
I’ll explain why I passed on the IPO – and give you one space stock my system currently rates a “B” that just got cheaper…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
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