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This 150% Run Is Just the Beginning
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…
The Software Crash That’s Creating the Next 1,000% Winners
Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…
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
The AI Nobody’s Talking About Is Already Picking Winners
To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts……
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Street’s smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
The Swiss Cheese Principle Behind Jonathan’s Top 5 Stocks
To borrow a metaphor from cheesemaking, pressure always finds the weak spots first. And this market has plenty of that building beneath the surface.
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply can’t see. Today, Keith Kaplan takes that…
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
Humans Can’t Spot These Stock Market Signals – But AI Can
Every investing edge begins the same way: with the ability to see what others miss. History is full of moments when the right insight was…
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
Don’t Buy the Railroads. Buy the Campbell’s.
In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving…
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors can’t ignore.
This AI Spots Winning Trade Patterns Before You Can
In today’s essay, Keith explains how his AI system came together, and how it’s turning an overwhelming amount of information into a surprisingly simple, actionable…
You Can Now See What Wall Street Can’t
In today’s issue, Keith Kaplan explains how his team is using AI to identify specific “signals” in the market — patterns that have historically led…
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
Here’s How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…
The Market Isn’t Random — It’s Patterned
In today’s Friday Digest takeover, Keith Kaplan, CEO of our corporate affiliate TradeSmith, makes the case that markets behave less like randomness, and more like…
Inside the Machines That Now Run Wall Street
AI stock trading signals use pattern recognition to predict moves. This system found 30,000-plus signals across thousands of stocks.
The Market Is at Highs… but the Returns May Not Be
The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the…
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