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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

This 150% Run Is Just the Beginning

The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…

The AI Infrastructure Trade Catches Its Breath

SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is…

The AI Job Shake-Up Could Create Big Winners – and Losers

There is a new type of AI making its debut that doesn’t answer questions and or wait for instructions. It goes out into the world,…

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.

AI Isn’t Done, but the Leaders Might Be

Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…

The AI Nobody’s Talking About Is Already Picking Winners

To understand why Mythos matters, you need to understand what’s been building underneath it. A new kind of AI that doesn’t just respond to prompts……

Missed the Mag 7 Gains? Here’s Your Second Chance

The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…

Wall Street Let AI Pick Stocks and Here Is What Happened

Longtime Digest readers know how bullish we are on the AI Megatrend. We’ve tried hard to keep our readers in profitable trades involving semiconductors, AI…

The Backlash to “Train Your Replacement” Begins

The cold math behind Oracle’s mass layoffs… the Prisoner’s Dilemma, live and in person… Luke Lango describes the backlash that could end the AI bull…

Don’t Let These 3 AI Investing Mistakes Destroy Your Gains

Market shifts tend to trigger three common mistakes every time a breakthrough technology emerges. Millions of portfolios will suffer losses because of them. I’ll break…

Don’t Buy the Railroads. Buy the Campbell’s.

In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving…

Why the Biggest AI Winners May Not Be AI Companies

Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…

Today’s AI Giants Could Be Tomorrow’s Disappointments

Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?

The Software Crash That’s Creating the Next 1,000% Winners

Mythos isn’t just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions… to…

AI’s $700 Billion Question

Alphabet says AI demand is outrunning supply … AWS logs its fastest growth in four years … Meta beats but pulls back 10% … and…

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.…

When “AI” Became the New “Dot Com”

The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrow’s AI Signals Trading…

Inside the Arctic Data Center That Could Change How Wall Street Trades

Wall Street’s smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…

Humans Can’t Spot These Stock Market Signals – But AI Can

Every investing edge begins the same way: with the ability to see what others miss. History is full of moments when the right insight was…

The Real Winners of the AI Boom Aren’t Who You Think

AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.

3 Stocks to Sell Before May 19

If history is any guide, the market’s first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…

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…

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…

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