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Don’t Get Distracted from the $22 Trillion AI Opportunity Ahead
Today, let’s keep our eyes on the road and follow the winding AI opportunity – from the jobs it will transform to the companies supplying…
These Shortages Could Fuel AI’s Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
How to Build an AI Portfolio That Actually Holds Up
Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud…
Scarcity Is the New AI Trade
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…
Starbucks Upgraded, Ralph Lauren 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…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
Hershey Company Upgraded, Toast, Inc. 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…
AI’s Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That’s why it’s essential for investors…
Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities
Over years of studying some of history’s greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever…
Lessons From the AI Genius Who Tried to Outsmart the Market
We’ll take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
A Billion Dollar Lesson for Investors
Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn’t mean just investing in the…
The AI Boom’s Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesday’s capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawk… the ADP jobs report comes in soft… the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out…
SpaceX Needs Growth… Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.
For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
How Venture Capitalists Really Decide Where to Invest
After years of studying history’s greatest venture capital successes, my InvestorPlace colleague Luke Lango has developed a straightforward process for identifying exceptional companies.
SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
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