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Why Outstanding Results Aren’t Enough
ASML has great earnings – and investors sell… MSFT implodes after strong earnings… are we priced for perfection?… where the next wave of growth comes…
The Easy AI Money Is Over, but the Bigger Gains Come Next
AI stocks are rotating, not collapsing. Learn why leadership is shifting as the market moves from Stage 1 to Stage 2 of the AI boom.
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn’t in software, but the nuclear and cooling infrastructure powering AGI.
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
The End of the Free Market Fantasy
The U.S. has quietly abandoned free-market globalism in favor of a government-directed Technological Republic. Learn why this shift echoes the Manhattan Project, where the real…
The AI Shakeout Has Started – Are You in the Right Stocks?
In today’s Market 360, I want to walk through what’s really going on beneath the surface… what could go wrong during this transition…
$1 Trillion Just Vanished, and This Is Where That Money Is Going Next
Today, I’m handing the Digest over to legendary quant investor Louis Navellier, where he’ll break down why recent weakness in well-known tech names may actually…
Quant Ratings Updated on 137 Stocks
If you’re a fan of the Lord of the Rings books or movies, you may remember the palantíri. That’s a fitting metaphor for a company…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
Kevin Warsh’s Fed Could Ignite the AI Buildout. Here’s How to Position
A Kevin Warsh-led Fed could move beyond inflation control, accelerating AI infrastructure and changing investment priorities.
The U.S. Is Mobilizing for AI Dominance
I’ll describe one stock today that has already been a big winner of a new government policy. And we’re going to talk about how to…
3 Startups Leading American Innovation… and 8 More in the Wings
Over the past several weeks, Luke Lango and his team have combed through executive orders, pored over government memos, and spoken with military insiders to…
Own the Six Bottlenecks That Control AI Growth
The race for AI dominance has become a matter of national strategy. Washington is accelerating permits, steering capital, and clearing obstacles for the companies it…
How to Avoid Making This Common Investing Mistake
You want to pivot away from companies like Nvidia, where margins are regressing, the costs of maintaining leadership are skyrocketing, and where the returns on…
The Fed Is Finished
The Fed’s “invisible hand” is dead. Washington’s “iron fist” now controls markets with government capital. Learn where to invest now.
Crafting Your Best 2026 Portfolio
We begin each new year with a version of today’s Digest because it’s far more important than any single piece of analysis. None of us…
Here’s What Happens When Washington Decides It Can’t Lose
For the first time in decades, the U.S. government is no longer standing on the sidelines of innovation – it’s actively directing it.
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
With “1-in-2” Odds AGI Hits by 2030, Here’s What to Do Now
In this issue, I’ll explain the details behind Claude’s new AI agent and how it hints at what we should expect from AGI. Then, I’ll…
The 6 Choke Points Powering the AI Boom in 2026
Markets don’t wait for official announcements when Washington’s priorities change – they reposition. And when those priorities center on technology, infrastructure, and national security, the…
Here are the Best Times to Buy and Sell Stocks
Success isn’t about effort alone—it’s about timing. And those who respect seasonal patterns, understood after generations of effort, don’t just survive year after year… they…
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