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These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…
Three Stocks Just Flashed Seasonal Signals
Stock seasonality reveals bullish windows in Alphabet and Deckers – and a bearish signal for Applied Materials as July 23 nears.
The Nile Flooded Every Year — So Does This Stock
Looking back can often help us see what’s likely to happen next. That approach has enabled Keith Kaplan and his team at TradeSmith to deliver…
July Is Historically Strong. What Comes Next Is the Problem.
The S&P 500’s bullish seasonal window closes July 23 as the presidential cycle points to a more volatile second half of 2026.
The Market Leaves Clues. Here’s How to Find Them…
In today’s guest essay, Keith explains why he spends less time trying to predict the future – and more time studying the patterns history has…
Before You Buy the Dip, Check the Calendar
In today’s essay, Keith explains how his research applies to two well-known AI memory companies and why timing may matter just as much as the…
You Don’t Need a Crystal Ball When You Have a Calendar
In today’s Friday Digest takeover, the TradeSmith CEO makes the case that one of the market’s most reliable signals isn’t found in the latest headline…
The Man Who Got Rich by Walking Away
Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case.
Looking For the Next Micron? Try This Tool Instead…
AI memory stocks have been some of the market’s biggest winners. But after a recent pullback, many investors are asking the same question: Is the…
If You Missed Micron, Try This Instead
Keith’s going deeper on all of this at his free Breakthrough 2026 event — Thursday, July 16, 10 a.m. ET. Save your seat here.
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
Halfway Through 2026: My Calls That Are Already Paying Off
Now that we’re in the back half of 2026, I want to focus this Smart Money on how three of my forecasts are holding up.…
One Mag 7 Killer Hiding in Plain Sight
Since the early AI revolution, the Magnificent Seven companies have been sat securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
NASCAR Lost a Championship Over Heat, but Investors Can Benefit
In today’s piece, Joe Austin uses an unforgettable moment from NASCAR to explain why the most overlooked AI stocks may be the most valuable ones…
Nvidia Has a Heat Problem. These Stocks Get Paid to Solve It.
Nvidia’s next chip burns power like 100 homes per rack. The stocks solving that heat problem are an overlooked trade in AI right now.
A New All-Time High, an 81% Overnight Gain, and One “Forever Stock”
The AI power play making new highs… a pharma stock hiding in plain sight… and a biotech trader’s edge you can steal…
AI Is Now Drilling for Oil, and the Profits Are Enormous
Over the last few years, U.S. oil producers have been drilling with fewer rigs while still increasing production. In today’s guest essay, Joe Austin explains…
One of the Best-Performing S&P Sectors Has an AI Story Nobody Is Telling
Fewer rigs, more oil: AI is driving that in the Permian. Oilfield services stocks are flashing bullish, and most investors aren’t watching.
This “Boring” Industry Is Quietly Becoming One of the Best AI Plays in the Market
For today’s Smart Money, Joe is here to share why he believes AI’s biggest profit opportunities aren’t in the names everyone already owns — and…
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