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The Unknown Companies Behind Elon’s Next Big Project
NASA didn’t turn to Playtex as a favor or a novelty. They did it because they had a specialized need that couldn’t be met in-house.…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
This $50 Trillion Robot Boom Starts on the Factory Floor
Today, Luke Lango explains why humanoids finally appear to be moving beyond impressive demonstrations toward something far more consequential: becoming useful workers. If that transition…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
The Fed’s No-Win Decision Next Week
There’s an important distinction between a rate hike and a new rate-hiking cycle. That’s the point I wouldn’t lose sight of next week. Our experts…
The AI Boom Isn’t Over: 3 Stocks You Need to Watch
Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing…
Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks
Bottlenecks have an interesting economic consequence. When everybody desperately needs the same scarce thing, the people who control it gain enormous leverage.
eBay Upgraded, Airbnb Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
Use This 2-Question Test to Find AI’s Next Winners
If the answer to either question is “Yes,” congratulations – you’ve probably got a creative winner on your hands. If the answer to both questions is “Yes,”…
AI’s Phase 1 Filled Warehouses With Chips, and Here Comes Phase 2
The oil giants made fortunes pushing into a new frontier, but so did the suppliers that provided the oil companies with the specialized equipment and…
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX’s AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
Elon’s New AI Master Plan Needs These Companies
Today, I want to show you what Musk is trying to build, why a recent announcement makes me take it much more seriously, and where…
Warsh Puts a Rate Hike Back in Play
Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines…
What the AI Industry Could Learn from the Three Mile Island Meltdown
For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher…
If Elon Musk Puts Data Centers in Space, Here’s Who Gets Paid
Elon Musk wants to move part of the AI industry from Earth into space. Today, Luke Lango will show you what that is, why a…
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
I want to discuss one of the most overlooked decisions in investing: position sizing and allocation. And I’ll show you how Luke Lango, Eric Fry…
AI Stocks Are Stuck – and Not Because of Earnings
The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields…
3 AI Stocks to Buy (and 2 to Skip) as the AI Buildout Hits a New Gear
AI stocks to buy now: Dell and Credo lead the pack, while geothermal’s Fervo Energy rides a Google deal. See why the market’s stalled tape…
AI’s Biggest Breakthrough Is 80% Here – Here’s How to Play It
Find out how Astra could be a glimpse of the final stretch toward AGI – and the “hidden beneficiary” that could benefit along the way.
Is This Market About to Roll Over?
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the…
Intel Upgraded, CVS Health Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
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