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Forget Silicon Valley — the Next Tech Fortunes Start in D.C.
In today’s issue, my colleague Luke Lango is taking you inside one of the most important — and least understood — shifts happening in the…
Nvidia Crushes Earnings as AI Demand Stays Red-Hot
In today’s Digest takeover, Luke Lango walks us through why Nvidia’s results were a direct rebuttal to the “AI bubble” narrative… how hyperscalers are still…
NVIDIA’s Earnings Confirm It: “In Jensen We Trust”
This is Jensen’s moment – and in Jensen we trust.
Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia earnings crushed expectations with 62% growth and 65% guidance, reigniting the AI rally and debunking fears of an AI bubble.
A Black Friday Bargain Hiding in Plain Sight
In the spirit of Black Friday coming up, I’d like to share a relatively cheap and underappreciated AI play that I’ve been watching throughout 2025.
How a Floor Trader Turned Wall Street’s Chaos Into a System
My colleague Jonathan Rose spent decades on the floors of Chicago’s biggest exchanges, learning to read the market’s rhythm in real time. It has shaped…
Black Friday Fun Facts
The market closes early today, and with leftover turkey and shopping being the focus anyway, let’s have some fun and look at some entertaining Black…
The Cracks Emerging in a $3 Trillion Market – And What We Can Learn From It
I’ve never considered myself an alarmist. But I’ve been warning my subscribers about the hidden dangers lurking in the private credit market for practically the…
Gold’s Rally Is More Than a Safe-Haven Story
From childhood to investor-hood, I’ve been a huge gold and silver fan. And both are seeing renewed upside this week. So, I’d like to share…
The White House Is Quietly Picking AI’s Biggest Winners
Washington’s new AI strategy is reshaping the market, driving massive moves in government-backed companies. Spot the next surge early.
The Quiet Power Play Wall Street Is Missing in the AI Boom
The AI revolution has a power problem. Batteries may be the solution – and the next big investment opportunity.
The Real AI Boom Isn’t Coming Out of Silicon Valley
Silicon Valley may have sparked the AI boom – but now it’s Washington, D.C. that’s helping decide who wins it.
What the Dot-Com Bust Teaches About Today’s AI Vendor Financing
AI financing mirrors the dot-com era’s vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.
What a Las Vegas Legend Can Teach Us About the “Smart Money”
In today’s Market 360, I’m going to connect the dots between Billy Walters – the man who used analytics to change sports betting forever –…
Walmart vs. Target: Only One Is Built For This Economy
If you’re looking for signs of what’s next for the economy, look no further than the checkout aisle.
2 Stocks to Protect Yourself From a 2026 Market Crash
Last week, I introduced three firms that have seen strong insider buying; the value-based trio has risen by a percentage in the past week (despite…
Quant Ratings Updated on 141 Stocks
So far, this November has been rough. If this keeps up for much longer, we’re in danger of ending the month in negative territory.
What Jonathan Rose Learned Standing Shoulder-to-Shoulder with Chicago’s Elite
In today’s Digest, we’re giving Jonathan the reins to share that story — and to show how everyday investors like Mycha are using his approach…
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