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How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
An AI Just Hacked a Company on Its Own
A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s Digest
Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO
There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift.
How to Profit From the AI Boom Without Playing Big Tech’s Game
In today’s Smart Money, let’s look at the latest results from Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA), and what they reveal about the Mag…
Get Into The AI Trade Before This Happens
Luke explains why he’s not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down…
Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
The Ticker May Be Too Late for AI’s Next Great Winners
The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…
AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
AI Has Entered a Bear Market
Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today’s orders, but about tomorrow’s. Investors are increasingly…
Why You Should Use the EV Playbook to Find AI Winners
In today’s Smart Money, let’s take a look at why AI could become China’s next EV export story. Then, I’ll share why the biggest investment…
Wall Street Misread Kimi K3
Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.
Why Did Two AI Giants Fall After Beating Earnings?
In this week’s Navellier Market Buzz, technology analyst Tiernan Ray joins me to explain why Wall Street reacted the way it did, what it says…
5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover
In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky…
New York Bans New Data Centers
Albany pulls the plug… Ford’s “AI Boomerang” in jobs… a margin-debt flashing light… why we’re not worried about the AI trade yet… and how to…
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…
Forget the AI Bubble Talk. Watch This Number Instead
Why everyone’s arguing about an AI bubble when they should be watching a price tag… what two Big Tech CEOs are begging for… watch this…
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
AI Is No Longer Just Building Companies – It’s Funding Them
Lyzr Inc. recently raised $100 million. But it’s not the amount that makes Lyzr interesting, it’s how it raised the money… It used one of…
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