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No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
This $3 Trillion Market Is Approaching a Breaking Point
Private credit stress is building fast. Funds are limiting withdrawals – and a major reset may be coming soon.
Rate Hike Odds Top 50% – And That’s Not the Only Warning
Markets flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……
The VCX Frenzy Is a Warning for AI IPO Investors
AI IPO demand is surging, but VCX highlights the risks of paying extreme premiums for pre-IPO exposure to companies like OpenAI and SpaceX.
Two Stocks Our Experts Are Buying Now
In the real world, investing isn’t done with clean spreadsheets and perfectly labeled data. That’s where human analysts still have the advantage.
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…
Why the Best Opportunities Are Off the Beaten Path
In today’s issue, InvestorPlace Senior Analyst Brian Hunt uses a simple Easter egg hunt analogy to illustrate a powerful truth: the fewer competitors you have,…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
The Hidden Consensus Forming on Wall Street – and How to Get In
I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of…
The $3 Trillion Market More Investors Are Starting to Worry About
In today’s Friday Digest takeover, Louis pulls back the curtain on the $3 trillion private credit market – often referred to as the “shadow banking…
Every Crisis Has a Hidden Trade: Here’s Where the Smart Money Goes Next
When most investors hear the word “crisis,” they think about danger. But every crisis on Wall Street has another side: Opportunity.
The Hidden Commodity Winner of the Oil Crisis
Oil prices are not merely high, they are thrashing around wildly from day-to-day. But even though oil is grabbing most of the headlines, it is…
Why We’re Ignoring Oil Prices and Buying Energy Stocks Instead
We can’t predict the exact contours of energy markets. A handful of individuals are now dictating where oil prices go, and even they don’t seem…
The $3 Trillion Time Bomb Is Ticking Beneath the Market
My colleague Louis Navellier has flagged a potential “black swan.” It’s the private credit market — a $3 trillion corner of finance where problems can…
Are You Invested in AI’s “Secure Elite”?
A new twist in the K-shaped economy… why Luke Lango says the Iran war will widen the K’s spokes… a new divide emerging inside AI…
AI Layoffs Are Spreading Faster Than Expected
AI layoffs are accelerating across tech, fintech, and banking. This is a structural shift – not a temporary trend.
This $1.8 Trillion Risk Could Hit Your Portfolio
For nearly a thousand years, the Theodosian Walls of Constantinople (modern-day Istanbul) stood as one of the most formidable defenses ever constructed. That’s exactly the…
The Oil Trade Everyone’s Getting Wrong
With all the headlines focused on energy lately, you’re probably wondering what the best way is to play the oil trade right now. Today, I…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
Stock Market Outlook: Why This Pullback May Already Be Over
A key S&P 500 signal and easing geopolitical risk point to a bullish stock market outlook – if this level holds.
The Next Big Trade Isn’t AI… It’s Prediction Markets
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
Why June 30 Could Trigger a Private Credit Reckoning
Early in my career, I worked as a banking analyst. It was the 1980s, and the savings and loan crisis was in full swing. At…
GDP Cut, Consumer Spending Slowing, Oil Drama in Hormuz
In this week’s Market Buzz, we discussed the latest revision to U.S. GDP, how the situation in the Strait of Hormuz is evolving and the…
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
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