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Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
JPMorgan Just Challenged the Cloud-Only AI Thesis
JPMorgan’s SambaNova deal shows why on-premises AI inference may become a major market for banks, healthcare, and government.
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…
Missed Out on Micron? My System Can Find the Next Big AI Winner
We’ll dig into Micron’s blowout quarter, discuss why it matters and then talk about how my system is already helping me find winners from the…
2 Stocks to Escape the Summer Crush
Much of East Asia treats its Lunar New Year like Christmas. People splash out on fancy vacations and gifts. For them, February is their month…
How to Spot Market Winners Early
While too many investors spend their time chasing yesterday’s winners, Marc believes the biggest fortunes of the next decade will be made in companies most…
3 Space Stocks Got Crushed by SpaceX – Now They’re a Buy
Luke joins us to explain why these three stocks may be among the space sector’s most compelling buys today. He also shares his thoughts on…
The Average SpaceX Investor Is Now Losing – These Investors Aren’t
The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is…
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
A New All-Time High, an 81% Overnight Gain, and One “Forever Stock”
The AI power play making new highs… a pharma stock hiding in plain sight… and a biotech trader’s edge you can steal…
The Fourth of July Investing Lesson Most People Miss
Today, millions of people now rely on the same Wall Street research… the same financial headlines… and increasingly, the same AI tools to tell them…
“Don’t Fight the Fed.” But What If You Can’t Find It?
The biggest issue at tomorrow’s FOMC meeting… the Wall Street skill that may be about to depreciate … what Bernanke built and Warsh wants to…
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
For this Sunday Digest, I’d like to leave it to Eric Fry to explain why he has his eye set on a new potential ten-bagger, and why this…
Don’t Buy the SpaceX IPO. Do This Instead…
In today’s Market 360, I’ll tell you why I’m steering clear of the SpaceX IPO for now… why Wall Street’s excitement may have more to…
The One Word That Predicts Which Companies Win
When analyzing new investment opportunities or evaluating existing positions in your portfolio, ask yourself these two questions…
The Hidden Risk Building Inside the Most Popular AI Stocks Right Now
Micron’s stellar earnings confirm the AI memory supercycle. They also confirm the crowd has arrived; and smart money is tracking what’s next.
Warsh’s First Move – And the Test That’s Just Getting Started
The FOMC decision is in … what Warsh signaled … why the market’s inflation relief may be premature … the curveball every new Fed chair…
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
How AI Just Saved a Coal Mine $191,000 in One Morning — and What It Means for Your Portfolio
In today’s Smart Money, Joe Austin explains why the biggest profits from the AI boom may not come from the names you already own —…
AI Is Now Drilling for Oil, and the Profits Are Enormous
Over the last few years, U.S. oil producers have been drilling with fewer rigs while still increasing production. In today’s guest essay, Joe Austin explains…
2 More Stocks to Buy for the AI Convergence
Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools. And it’s creating a new kind of “trading convergence” that…
Every Country Wants Its Own Power – This Is How They’re Getting It
Today’s Smart Money is zeroing in on one of the most overlooked opportunities in the global energy buildout. Then, I’ll discuss my top investment pick…
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