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Get Ahead of the Shift From AI to Energy
My investing approach is simple: I identify a major structural shift early, then look for the companies that could benefit as that trend plays out.
Anthropic’s $518 Billion Bet Could Create New AI Winners
I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
3 Quantum Stocks to Buy for the Next Technological Revolution
Let’s go over the three companies leading the quantum computing charge. These are long-term picks that could take years (or even a decade) to play…
A 600% Stock Still Trading at 7X Earnings
Oil pulls back, but the refiner story isn’t over … the S&P’s best stock still trades at 7X earnings … the screen behind Louis’ winners…
How to Keep Overconfidence From Getting in the Way of Profits
If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders…
The Small-Cap Comeback May Be Earlier Than It Looks
Small-cap stocks are outperforming in 2026 as improving earnings and years of underperformance leave room for a broader rotation.
Wall Street’s Tom Brady Is Still Flying Under the Radar
Every year, NFL teams spend months studying the next class of potential stars. My colleague Louis Navellier sees a similar dynamic unfolding in the stock…
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
This 129% Bull Market Is Eyeing a Fresh Breakout
A quiet bull run with more juice… Brian Hunt’s “picks and shovels” … Tom Yeung on AI’s 100-day revolution… and Jonathan Rose’s catalyst playbook
The AI Breakthroughs – and Opportunity – Hiding in Your Doctor’s Office
Let’s consider some of the recent incredible leaps that AI has made, particularly in healthcare. The past few months of AI development have revolutionized that…
One Moonshot Stock to Buy for the AI Revolution
Tom Yeung discusses one of the companies Luke Lango has selected as a potential Elon Musk supplier stock to buy.
What the History of Electric Wires Can Teach Us About the Data Center Backlash
What can the electric wire panic of 1889 teach investors about today’s data center backlash? Explore the AI opportunity in builders, power and infrastructure.
How to Position Before the Oil Cushion Hits Empty
The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…
What an NFL Legend Can Teach You About Small-Cap Stocks
In today’s Market 360, I’ll show you why small caps are on the move, what’s fueling the move and why I believe some of the…
Copper’s AI Boom – Three Ways to Play It
Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
The Next AI Stock Winners Could Be Hiding in the Bottlenecks
Has the AI boom peaked? Luke Lango examines memory shortages, photonics, and money flows to separate promising AI stocks from expensive stories.
A 92% Market Signal is Flashing
Investors see a lot of information every day. We pay more attention than we probably should to screaming headlines from CNBC, The Wall Street Journal…
China’s Rare Earth Squeeze Is Making MP Materials More Important
China’s grip on rare earth magnets is tightening as MP Materials scales a U.S. alternative for America’s next industrial buildout.
5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
If You Can Kick It, You Can Pick It
Change used to unfold over decades. Now it’s happening in real time. The leap from AI chatbots to AI agents is happening in a fraction…
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