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Your 2026 Winners Could Be Your 2027 Losers
The biggest threat to past success isn’t always the competition, but the temptation to keep doing what made you successful in the first place.
The Stock Market’s Sweet Spot Starts NOW (3 Stocks to Buy)
We discuss why tech and small-cap stocks could lead the next rally, the latest inflation readings and how they impact the bond market, why our…
The One NeoCloud Stock to Buy Now
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.
Is the AI Bubble About to Pop? Where 4 Experts Are Putting Money
From battlefield drones to Wall Street’s AI spending boom, technology is advancing at extraordinary speed. But beneath the market’s record highs, warning signs are emerging.…
Why AI Stocks Are Falling (And What to Buy Now)
Investors are questioning whether the AI build-out can earn back its enormous cost. That is a necessary question. But the answer depends partly on applications…
The Volunteer Who Saved the Internet
In this Friday Digest, Luke Lango explains why increasingly sophisticated AI could force businesses and governments to spend far more protecting their digital infrastructure. He…
The Secret to Building a Championship Portfolio
I’ve spent nearly 50 years developing and refining a stock-picking system designed to help me find Wall Street’s strongest opportunities. And believe it or not,…
As America’s Arsenal Runs Low, Here’s One Stock to Watch
My colleague Luke Lango believes that’s one opportunity investors may be overlooking amid the recent selloff in defense stocks. Below, he explains why America’s push…
The Man Who Saved the Internet – And What Investors Can Learn
As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…
PHP2Shell Put Millions of Websites on Alert – and Fortinet in Focus
PHP2Shell highlights how AI is reshaping cybersecurity and creating new demand for companies that protect digital and physical systems.
SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030
SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.
Fed Holds. AI’s Bigger Risk Isn’t Rates
Fed holds, but two officials want a hike… AI’s surprising share of inflation… the price problem that outlasts inflation… Luke Lango’s 2028 warning… Microsoft and…
The “Most Important Week of the Year” is Here
Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1
Tesla and SpaceX Could Merge. But Here’s the Bigger Opportunity…
Today, we’ll break down this week’s quarterly results from SpaceX and Tesla, Inc. (TSLA), discuss what a potential merger could mean – and talk about…
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…
What to Buy When AI Computing Gets Cheaper
Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…
AI Has Entered the Chain of Command
Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics.
Anthropic’s IPO Filing Just Strengthened the Case for AI Stocks
The Anthropic IPO reveals improving AI profitability and surging compute demand. Luke explains what it means for AI stocks and infrastructure investors.
Why Oil Prices Are High Despite Persian Gulf Supply Recovery
The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…
Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet
Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.
The Post-Election Rally Is Cracking – Make These 5 Moves Now
From a distance, everything appears solid. The major indices are hovering near record highs. But step off the shore, and you’ll find the ice is…
The Best Place to Find the Next A-Rated Earnings Winners
I want to show you what I’ll be watching as several more market-moving companies prepare to report. Then, we’ll look at what thousands of investors…
Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare
Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.
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