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The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
Stop Looking at Who Builds AI – Look at Who Puts It to Work
I’ll explain why the railroad companies went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…
The Odds of a Rate Hike Just Doubled
Inflation runs hot again… an October rate hike is now at 49%… Jonathan Rose goes live at 8 p.m.… the AI arms race in cybersecurity……
The AI Trade Is Changing, and This Energy Giant Is Ready
It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build.
Elon Gets the Headlines; These Stocks Could Get the Gains
Luke Lango not only looks for a company participating in a fast-growing trend, but one controlling a critical step that cannot be skipped.
Why Quarter-End Window Dressing Could Lift These 2 AI Stocks
I explain why these two stocks are starting to wake up, what quarter-end window dressing could mean for them – and why I think both…
One Overlooked Healthcare Stock That Could Double
You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…
As the Market’s Party Shrinks, Here’s One Stock to Buy
Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…
The AI Data Center Bill Keeps Rising. These 7 Stocks Could Collect.
AI data center spending could reach $1.7 trillion in 2027, spreading the opportunity across a much broader infrastructure supply chain.
The Weakness Behind Wall Street’s Biggest Secret
While other investors try to predict what the market will do next, Jonathan Rose focuses on what the big money is already doing.
“This Darn Bond Market Is Scaring Me”
A former market maker on what comes next – and where the big money is flowing
Get In on Washington’s Winners – On Your Terms
Jonathan Rose’s ability to spot unusual trading activity—and turn it into a practical trading idea—is why I encourage you to follow his work. Today, he…
The Bond Market’s Warning – and Three Stocks Worth Watching
Three companies, one trading strategy, and a way to limit your risk before you buy.
What SpaceX’s $40 Billion Nvidia Chip Plan Says About the AI Boom
AI infrastructure financing is expanding as Wall Street turns GPU-backed loans and long-term contracts into new data center capacity.
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.
The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
3 Stocks to Buy Before the AI Boom Fumbles
Those buying only high-growth, leveraged AI stocks might do well in the short term. But they can still lose if their defense isn’t solid enough…
The $20 Billion AI Scare That Wasn’t
Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
The One Thing Propping Up the Whole Economy
Revisiting the Reflexive Economy… what we got right, and where it stands today… what Louis Navellier expects from earnings … why the real risk isn’t…
The AI Bargain Hiding in Big Pharma
Investors may not be giving big pharma companies credit for the potential to turn AI-driven innovation into stronger growth and profits. Let’s discover this bargain…
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