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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…
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…
Will Higher Bond Yields Break the AI Bull Market?
Why surging yields punish stocks… Washington’s $4 billion bandaid… why the vigilantes are furious at Warsh… Luke Lango’s 5% line in the sand… the number…
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives
In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.
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…
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…
AI Prices Just Fell 280-Fold – Now What?
The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out…
AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors…
Why SpaceX Is a Lesson in Hype Vs. Fundamentals – and What to Do Now
In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then…
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
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…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
Cree, Inc. (CREE) Stock Recovers After Post-Earnings Hit
Cree, Inc. (CREE)
Why Cree, Inc. (CREE) Stock Is Getting Crushed
Cree (CREE) stock is plummeting Wednesday as the company reported disappointing fourth-quarter earnings. The company also lowered its firs-quarter guidance.
CREE – Cree Will Continue to Shine for Investors
I believe this manufacturer of LED products remains a good buy at current prices, even as others show concern. Here’s why I like CREE…
Trade of the Day: Cree, Inc. (CREE) a Perfect Short Setup
Several bearish events on the CREE stock chart suggest traders should prepare for more pain to come for Cree.
Why Cree, Inc. (CREE), Netflix, Inc. (NFLX) and Centurylink Inc. (CTL) Are 3 of Today’s Worst Stocks
Cree (CREE), Netflix (NFLX) and Centurylink (CTL) all suffered at the hands of analyst downgrades on Thursday.
Cree News: Smart Global Holdings to Buy Cree LED Unit
Cree (CREE) is in the news Monday after announcing plans to sell its LED unit to Smart Global Holdings (SGH) for as much as $300…
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