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It’s Do-or-Die Time for the AI Infrastructure Trade

How to Beat Wall Street’s “Easy Button”

In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Now, wouldn’t it be great if investors also…

Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade

AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.

Wall Street Misread Kimi K3

Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.

The investing lesson hidden in Taylor Swift’s wedding

There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…

My No. 1 Summer Stock to Buy

To help investors minimize these summer risks, Keith Kaplan and his TradeSmith team have created a quantitative Seasonality tool that precisely identifies the best days…

Eli Lilly Upgraded, Best Buy 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 Physical AI Proof Points Are Suddenly Everywhere

Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.

The Ticker May Be Too Late for AI’s Next Great Winners

The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.

Three Stocks Just Flashed Seasonal Signals

Stock seasonality reveals bullish windows in Alphabet and Deckers – and a bearish signal for Applied Materials as July 23 nears.

Berkshire Hathaway Upgraded, Carvana 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…

What My 200,000-Mile Mazda Taught Me About Value Investing

Over the past decade and a half, growth stocks – like those that make up the Magnificent Seven –  have dominated headlines and delivered some…

July Is Historically Strong. What Comes Next Is the Problem.

The S&P 500’s bullish seasonal window closes July 23 as the presidential cycle points to a more volatile second half of 2026.

These 2 Sectors Are Quietly Breaking Out While Wall Street Panics

The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…

The Investment Lesson Hidden in Spain’s 1-0 Victory

The lesson of commitment and patience extends far beyond soccer. Success often belongs to those willing to endure uncomfortable stretches without abandoning the process. Markets…

How to Get Ahead of the Next AI Megadeal

I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift.

Get Into The AI Trade Before This Happens

Luke explains why he’s not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down…

A Historically Bullish Window Is About to Close

You Don’t Need a Crystal Ball When You Have a Calendar

In today’s Friday Digest takeover, the TradeSmith CEO makes the case that one of the market’s most reliable signals isn’t found in the latest headline…

How to Profit From the AI Boom Without Playing Big Tech’s Game

In today’s Smart Money, let’s look at the latest results from Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA), and what they reveal about the Mag…

Inflation Is Cooling. Here’s What Will Decide the Market’s Next Big Winners

In today’s Market 360, I’ll explain what the latest Consumer Price Index (CPI) and Producer Price Index (PPI) reports reveal about inflation, why oil and…

The Wrong Way to Predict the Next Big Stock Move

Let’s talk about how Recency Bias can blind investors to the next big market move…

The AI Trade Isn’t Slowing

Alphabet blows past earnings… capex jumps to $205 billion… why the “Lag 7” story is wrong… Louis Navellier’s’ “best market since 1999”

The Best Days to Buy Stocks May Already Be on the Calendar

Stock seasonality can reveal ‘green days’ when certain stocks have historically risen. TradeSmith’s tool shows the windows.

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