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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 Fed Hit Pause, But the Energy Boom Is Just Getting Started…
I know investors are eager to hear what the Fed will do next. I’ll share my thoughts on that. I also want to turn our…
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
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 Changing, and This Energy Giant Is Ready
It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build.
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
Netflix’s Moat Is Disappearing. Is Yours?
Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule
Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)
With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…
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…
Why Playing It “Safe” With U.S. Stocks Could Backfire
Today, I’ll explain why overconfidence can lead investors to favor U.S. stocks even when foreign markets offer compelling alternatives.
The AI Boom Has a Copper Problem, and Here’s One Stock the Smart Money Is Betting On
Over the past several months, we’ve seen overwhelming buying activity by professional traders – some of the most knowledgeable minds on Wall Street. These people…
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
9 Defense Stocks to Watch Before the Next Big Rally
Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally.
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.
One Overlooked Healthcare Stock That Could Double
You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…
As the Market’s Party Shrinks, Here’s One Stock to Buy
Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…
The AI Warning That Could Lead to Your Next Trading Opportunity
Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
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…
One Short-Term Stock to Buy for the Next Tech Revolution
Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a…
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