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America’s Military Rebuild Starts With a Manufacturing Problem
America’s military rebuild needs factories, parts, and proven suppliers. See why RTX is a defense stock to watch as air-defense orders grow.
The Man Who Saved the Internet – And What Investors Can Learn
As AI makes technology more powerful, businesses and governments will have to spend more to protect the systems they depend on, my colleague Luke Lango,…
Anthropic Could Be the Next Amazon, and That’s the Problem
There’s a lesson from the dot-com boom that most investors have forgotten: Even when you correctly identify the next revolutionary company, the price you pay…
The “Most Important Week of the Year” is Here
Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1
The AI Trade Is Changing, and This Energy Giant Is Ready
It’s important to own the companies that are providers or suppliers to this massive AI buildout, rather than the companies that are spending the money to build.
How to Build a Crisis-Proof, Inflation-Proof Portfolio
A step-by-step plan that will grow your wealth during good times… and protect it during bad times.
The New Space Race Is About Who Controls the Infrastructure
Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.
Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare
Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.
What to Buy When AI Computing Gets Cheaper
Let’s discuss why the falling cost of AI computing could threaten today’s biggest AI investments – and what history’s $9 calculator can teach us about…
9 Defense Stocks to Watch Before the Next Big Rally
Defense stocks sold off hard even as military budgets keep rising. Luke Lango and Jonathan Rose discuss 9 stocks to watch before the next rally.
How to Invest in Stocks: A Survival Guide
In this free report from InvestorPlace, we’ll explain how stocks work, demystify the complicated nature of stock trading, and provide a bulletproof plan to maximize…
AI Has Entered the Chain of Command
Sovereign AI is moving from policy to procurement as the Pentagon builds around autonomy, secure compute, cyber defense and robotics.
Buy, Sell or Hold? My Take on Your Stocks
I’m answering your questions about the AI stocks on your radar with a focus on companies already earning money, with solid fundamentals behind their growth.
Tesla and SpaceX Could Merge. But Here’s the Bigger Opportunity…
Today, we’ll break down this week’s quarterly results from SpaceX and Tesla, Inc. (TSLA), discuss what a potential merger could mean – and talk about…
Data Center Backlash Isn’t Killing AI Spending. It’s Changing Where the Money Goes.
Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout’s bottlenecks.
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…
The One NeoCloud Stock to Buy Now
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.
What a 19th-Century Magazine Can Teach Us About AI Stocks
Today, Eric explain why the railroads went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…
Netflix’s Moat Is Disappearing. Is Yours?
Blockbuster’s lesson, revisited… when AI kneecaps a moat… two tests for every stock you own… Eric Fry’s “panic early” rule
Stop Looking at Who Builds AI – Look at Who Puts It to Work
I’ll explain why the railroad companies went broke, how similar financial pressures are threatening today’s AI giants, and where investors might find the next generation…
3 Stocks to Buy as the AI Trade Sputters
InvestorPlace Senior Analyst Eric Fry believes the AI boom is starting to split. On one side are the AI Builders. On the other side are…
5 Catalysts Set to Spark a Small-Cap Rally Before Year-End
I see five separate catalysts coming together between now and year-end that could help propel fundamentally superior small-cap stocks higher.
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