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The Biggest Myth In the Market Just Broke
The rally in AI stocks isn’t broadening — it’s concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
Two More Stocks to Buy Immediately, According to AI
I’ll feature two new top stocks in today’s update. And as a bonus, I’ll let you know (at the end) which of the three picks from last week…
How to Spot Demand Before It Shows Up in the Numbers
As I often say, truth reveals itself in behavior before it shows up in reports…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
Copper’s Mixed Signals Are Your Next Big Opportunity
Let’s make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
The Question Every Investor Gets Wrong
Keith is joining us today to explain how his team is using AI to uncover these kinds of “signals” across thousands of stocks. It’s the…
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?… Eric Fry’s “builders vs. appliers” framework explained… 12 applier stocks that Jonathan Rose is warning about
The Market Is at Highs… but the Returns May Not Be
The S&P is back in record territory… are all the risks gone?… what one valuation metric says about forward returns… how to remain in the…
Gold or Silver – Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium… Luke’s case for a silver melt-up… Eric’s case for gold… the fiscal disorder fueling the longer-term bet… so, which…
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
Bespoke Co-Founder Reveals His “Triple Play” Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure I’m not dreaming. To explain…
The Biggest AI Story You Missed
Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…
3 Stocks to Buy Immediately, According to AI
Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs… the real question inside Big Tech earnings… why the Mythos breach changes things… and what it means for your…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks – reshaping timelines and boosting quantum stocks.
Stop Asking Where the Market Is Headed
In today’s Saturday Digest, Keith Kaplan explains why some of the most successful investors in history – including legendary hedge fund manager Jim Simons –…
The Rubik’s Cube Secret to Better Trades
In this piece, Keith Kaplan shows you some examples of signal-based trades that outperformed the S&P 500 by roughly 3-to-1… plus he’s giving you access…
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
What the Rubik’s Cube Taught Us About Trading
One thing I’ve learned over the years is that markets aren’t as random as they seem. At certain points, specific conditions come together – and…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
Why This Gold Pullback Is a Buying Opportunity
Let’s take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure.
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