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The Average SpaceX Investor Is Now Losing – These Investors Aren’t
The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is…
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.
Today’s Memory Selloff: Opportunity or Warning Sign?
Memory stocks get nailed… Apple forced to raise prices… the memory trade today and who’s winning it… your MU earnings checklist for tomorrow… last chance…
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…
How to Spot Market Winners Early
While too many investors spend their time chasing yesterday’s winners, Marc believes the biggest fortunes of the next decade will be made in companies most…
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
SpaceX’s $60 billion bet just confirmed the agentic inference supercycle – and pointed directly at the physical bottlenecks that capture it.
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%
I’d like to tell you about a little-known energy company with incredible potential. Then, I’ll share how you can find even more AI Enabler companies with bigger upsides than…
Warsh’s First Move – And the Test That’s Just Getting Started
The FOMC decision is in … what Warsh signaled … why the market’s inflation relief may be premature … the curveball every new Fed chair…
Mastercard’s New AI Payment System Is Great News for These Stocks
Mastercard’s AP4M just launched the financial nervous system for AI agents. Here’s who wins the agentic commerce stack and who gets bypassed.
Four Stocks Prospering From the $700 Billion AI Spending Boom
The AI buildout is spreading beyond NVDA. Four infrastructure stocks are capturing a $700 billion wave most investors keep selling too soon.
Are You Making the Kodak Mistake?
Kodak invented new technology and still lost… I’ll show you where you can find tomorrow’s winners.
The Agentic AI Tax: Who Pays and Who Profits
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
The Trade Everyone’s Missing in the Peace Rally
Iran peace deal gooses markets… the hidden signal in gold’s surge… what broke the gold run… the structural case that hasn’t moved… and the tool…
How to Hold the Next Nvidia Through the Noise
In today’s Friday Digest takeover, Louis explains why today’s AI boom reminds him of the internet buildout of the late 1990s. Not because he sees…
Cisco Did It in 2000, and These Four Stocks Could Do It Next
In today’s guest piece, Louis will share a lesson from the late 1990s that’s shaping how he’s thinking about artificial intelligence today.
The Next AI Boom Could Be Driven by Cybersecurity
Anthropic recently agreed to give the European Union (EU) access to Mythos – its highly advanced cybersecurity-focused AI model – after months of discussions between…
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
These Breakouts Are Coming
Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO…
These Four Stocks Could Do What Cisco Did in 2000
I’ll show you four stocks that are prospering from the AI buildout beyond NVIDIA and Micron and why I believe the AI boom is broadening…
Is Broadcom the First Crack in the AI Bull Market?
AVGO rattles Wall Street… Alphabet’s $80 billion proof point… AI just entered your brokerage account… why the smart money is betting $50 billion on the…
What Jensen Huang Said That Nobody Noticed
Why Jonathan Rose is bearish on PLTR… triple-digit “Super Signal” wins with Jonathan and Marc Chaikin… Huang’s roaring AI endorsement… the AI stock Luke Lango…
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