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Nvidia Earnings Smash Records, but Wall Street Panics Anyway
Nvidia just posted record AI revenue – but traders still hit ‘sell.’ The market may be missing the bigger story.
The Moment the Government Became America’s Top Tech Investor
Every so often, there’s a shift in the markets that happens quietly – and only becomes obvious in hindsight. By then, most investors have missed…
Quant Ratings Updated on 141 Stocks
So far, this November has been rough. If this keeps up for much longer, we’re in danger of ending the month in negative territory.
Forget Silicon Valley — the Next Tech Fortunes Start in D.C.
In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…
The White House Is Quietly Picking AI’s Biggest Winners
Washington’s new AI strategy is reshaping the market, driving massive moves in government-backed companies. Spot the next surge early.
The Real AI Boom Isn’t Coming Out of Silicon Valley
Silicon Valley may have sparked the AI boom – but now it’s Washington, D.C. that’s helping decide who wins it.
Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia earnings crushed expectations with 62% growth and 65% guidance, reigniting the AI rally and debunking fears of an AI bubble.
Nvidia Crushes Earnings as AI Demand Stays Red-Hot
In today’s Digest takeover, Luke Lango walks us through why Nvidia’s results were a direct rebuttal to the “AI bubble” narrative… how hyperscalers are still…
The Day Wall Street Lost Control of the AI Boom
Washington has become the most powerful force in the AI boom, backing select companies and fueling massive gains. Learn how to profit.
The Market Now Runs on Two Engines — and Only One Is Built to Last
In today’s Smart Money, let’s take a closer look at the U.S.’s economic split personality… and the new challenges and considerations it presents for investors.
Nvidia Delivered. Why Did the Market Panic Anyway?
The market has been increasingly wobbly this week as sentiment has started to question whether the AI trade is over-extended.
The $5 Trillion Opportunity Hiding in Plain Sight
Discover why humanoid robotics is emerging as a multi-trillion-dollar opportunity, how the technology is reaching real-world adoption, and which supply-chain stocks are positioned to win…
Don’t Be Fooled by Nvidia’s Earnings – Why It’s Still a “Sell”
Today, I’ll explain why you should keep Nvidia out of your portfolio, even as Wall Street celebrates. I’ll also share another Big Tech stock I…
The Cracks Emerging in a $3 Trillion Market – And What We Can Learn From It
I’ve never considered myself an alarmist. But I’ve been warning my subscribers about the hidden dangers lurking in the private credit market for practically the…
The Healthcare Discount Too Big to Ignore
In a market obsessed with AI stocks, few investors seem to care how extensively the biopharmaceutical industry has integrated AI technologies. That oversight is exactly…
Why Nuclear Fusion Could Be Just Around the Corner
Nuclear fusion is no longer “30 years away.” Discover how breakthroughs in AI, magnets, and materials are accelerating the race to commercial fusion—and how investors…
NVIDIA’s Earnings Confirm It: “In Jensen We Trust”
This is Jensen’s moment – and in Jensen we trust.
Why Google Won… and Microsoft Didn’t
It was a big week for tech earnings last week, with five of the Magnificent Seven stocks reporting. Of these companies, Alphabet and Microsoft caught…
The Advantage That Keeps You Ahead of Wall Street
We’re in the next evolution of smart investing, and it has helped Jonathan Rose’s subscribers outperform the market, to put it mildly. In just one…
The Chip that Changed History and Your Portfolio
For investors, November 15 marks the quiet birth of something that reshaped the entire world and still powers your portfolio today. On that day in…
Microsoft Just Bet $135 Billion on AGI… but You Shouldn’t Follow Them
Today, I’ll dive into how OpenAI’s latest news signals a major acceleration toward the company’s long-term goal of AGI. Then, I’ll share the best ways…
3 Sensory Stocks Safe From AI’s Impact
Most of the companies that provide non-digital products or services belong to the category of enterprises I call the “AI Survivors.” Today, I’ll let you…
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