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240 results for LLL
Lessons From the AI Genius Who Tried to Outsmart the Market
We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
Why The Fed’s Balancing Act Is Tilting in Wall Street’s Favor
In today’s Market 360, let’s take a closer look at the latest inflation numbers, what they mean for the Fed and the stock market –…
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…
Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead
Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying…
Four Actionable Stock Ideas From a Legendary Investor
In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…
That AI Breakthrough That Is Still Coming
The first people to see Edison’s light bulb weren’t wrong to be amazed. They simply couldn’t see far enough ahead. Nearly 150 years later, investors…
Nvidia Took Claude From 30% to 100% – Without Building a Better Model
Nvidia took Claude from 30% to 100% on a tough AI test, showing why memory, tools, and orchestration may drive the next agent boom.
Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative
Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.
Warsh Won’t Give Wall Street a Roadmap. Is a Rate Hike Coming Anyway?
Let’s look at what this week’s inflation report really told us, what Warsh just told Wall Street at Jackson Hole and what it could mean…
The Most Important Part of Unitree’s IPO Wasn’t the Robot
Unitree’s 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.
Space Stocks Crashed in July. Their Businesses Didn’t.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
These Shortages Could Fuel AI’s Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In today’s Smart Money, let’s take a look at SpaceX’s earnings. Then, we’ll explore where the biggest opportunities may emerge as this new space economy…
1 Stock to Buy for the AI Revolution
The AI Revolution will create a handful of winning companies while leaving everyone else behind. So, the trick is to figure out which of these…
4 AI Stocks We Think Can Survive the Shakeout
After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual…
Scarcity Is the New AI Trade
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…
Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for investors. We’ll look beyond…
The Painful Mistake After Finding a 10-Bagger
AI is moving too quickly. The potential rewards are becoming too large. And the divide between the companies benefiting from this revolution and those left…
Lumentum’s 680% Run Created a New Portfolio Problem
Lumentum stock keeps winning on AI optics demand. Now its 680% gain raises a different question: how much should investors own?
The Mag 7’s $10 Trillion Blind Spot… and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that I’m going to discuss is everywhere in our modern lives. But you can’t touch or…
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
Here’s What My System Says About 4 Big Tech Stocks Before Earnings…
I’ll set the table for the earnings season so far, and then we’ll put this week’s four Big Tech reporters to the test and see…
“Where’s the Beef” in This AI Earnings Boom?
When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
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