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Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
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
The Four Words That Reveal a Much Bigger Defense Opportunity
My colleague Luke Lango sees a disconnect between market trends and the defense industry, and has identified companies that could benefit as America replenishes its…
Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)
With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…
The AI Selloff Is Sending Investors a Warning, and Here’s Where to Look
Back in August, my colleague Jonathan Rose warned about two AI favorites, CoreWeave and Oracle. Both stocks have since taken a beating. Jonathan spent years…
Why Playing It “Safe” With U.S. Stocks Could Backfire
Today, I’ll explain why overconfidence can lead investors to favor U.S. stocks even when foreign markets offer compelling alternatives.
The AI Boom Has a Copper Problem, and Here’s One Stock the Smart Money Is Betting On
Over the past several months, we’ve seen overwhelming buying activity by professional traders – some of the most knowledgeable minds on Wall Street. These people…
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.
One Overlooked Healthcare Stock That Could Double
You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…
The AI Boom Has a Clock Problem (And It’s Your Biggest Opportunity)
Look beyond the biggest AI names. Luke Lango explains how essential suppliers like SiTime could help investors uncover the buildout’s next opportunities.
As the Market’s Party Shrinks, Here’s One Stock to Buy
Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…
The AI Warning That Could Lead to Your Next Trading Opportunity
Billion-dollar AI deals make for exciting headlines. But my colleague Jonathan Rose wanted to dig under the surface to see how these companies are going…
How a 15% Bond Yield Warned of CoreWeave’s 42% Slide
CoreWeave’s bonds flashed a warning before its 42% stock slide, showing why AI investors should watch borrowing costs and credit risk.
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…
Elon Musk’s Brain-Tech Push Has Me Watching These 2 Small Stocks
Today, Jonathan will show you two public companies on my watchlist: one with a direct connection to a brain-interface developer, and another that makes research…
One Short-Term Stock to Buy for the Next Tech Revolution
Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a…
The “Calendar Trick” for Huge Biotech Gains – And 3 Stocks I’m Watching
Today, Jonathan will explain what the PDUFA calendar is, the catalysts my system is flagging that could boost three biotech stocks higher, and the popular…
The Bond Market’s Warning – and Three Stocks Worth Watching
Three companies, one trading strategy, and a way to limit your risk before you buy.
The FDA Calendar Smart Money Never Ignores
Today, Jonathan Rose will explain what the PDUFA calendar is, the catalysts his system is flagging that could boost three biotech stocks higher, and the…
5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
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