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The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…
What Jensen Huang Said That Nobody Noticed
Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango…
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
3 Stocks That Could Benefit Before the SpaceX IPO Even Happens
Today, Jonathan will explain the “family” of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and…
When Volatility and Money Flow Point to the Same Stock
Smart money trading focuses on evidence, not forecasts. Ameresco is flashing signals tied to AI power and grid modernization.
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
This Stock Isn’t Making Headlines Yet — and That’s Why It’s Interesting
Jonathan Rose spent 28 years on some of the most important trading floors in America. I invited him to share something with you today —…
Nvidia Can Hit Home Runs, but Championships Need a Full Lineup
Since 2023, Nvidia has reached superstar status with its massive earnings beats, often, like Babe Ruth, knocking it out of the park. But the bigger…
Forget the SpaceX IPO — Own These 3 Stocks Instead
A lot of investors are asking on question right now: “How do we invest in Neuralink?” But when we see money flooding into a new…
AI Forced Two Utilities to Merge… Here’s How to Profit
In today’s Smart Money, I’ll explain the details of a historic merger, and what it represents: AI is turning electricity into a high-growth industry. And…
They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again
In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate…
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
Don’t Trade Oil Headlines. Watch These Two Signals.
Oil volatility is rising. Crack spreads and backwardation are flashing signals that could point to refiner-stock opportunities.
How to Profit From the Coming Oil Shock Before Wall Street Does
In today’s Friday Digest takeover, veteran trader Jonathan Rose highlights the two market indicators he watches during periods of energy stress – and explains why…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
Nvidia Crushed Earnings – But Wall Street Shrugs
Disappointing news from the Middle East… quantum computing in the crosshairs… the answer to “buy and hold” today… how high will the bond vigilantes push…
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
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