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Two Lines on a Chart Beat Every Headline I’ve Read This Year
Objective data is the great equalizer. It shifts you out of prediction and into probability. And once you understand what the market expects — how…
We’re Just Eight Basis Points From Trouble
Why $6 billion couldn’t calm the bond market… the 10-year’s 5% line in the sand … a “Forever Stock” for a jittery market … how…
Why the AI Bottleneck Is Getting Worse – And How We Can Profit
Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks –…
Why SpaceX Paid $60 Billion for the Layer OpenAI Can’t Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
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…
Missed Out on the AI Revolution? Here’s 1 More Stock to Buy
No conglomerate builds data, compute, connectivity, and robot businesses by itself. Not even Elon Musk’s empire.
The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
What Nvidia Told Us About the Next Big AI Bottleneck
Nvidia’s latest earnings reveal where the next AI bottleneck is forming — and why AI bottleneck stocks could become the market’s next major winners.
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.…
Why Traders Are Betting on an Interest Rate Hike
How to catch Louis Navellier and Jonathan Rose for free… a blowout jobs report corners the Fed… why the best Elon Musk trade may not…
600 Radio Firms Died, 18 Survived – and AI Is About to Repeat History
Let’s look beyond the companies building the AI machine – and toward the companies learning how to make money with it.
That AI Breakthrough That Is Still Coming
The first people to see Edison’s light bulb weren’t wrong to be amazed. They simply couldn’t see far enough ahead. Nearly 150 years later, investors…
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…
Where the Smart Money Is Moving Next in the AI Boom
Several high-flying AI names were hit hard this summer as the highly leveraged Situational Awareness hedge fund was forced to unwind positions. I invited Lucas…
PCE Runs Hotter-Than-Expected – Time for a Hike?
The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings?
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…
The AI Trade Is Not Broken, But It Is Handcuffed by a Single Number
Something has been driving me a little crazy: Why is not the AI trade breaking out, when I am looking at the best fundamental backdrop…
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…
Nvidia Roared. Why Didn’t All AI Stocks?
Nvidia’s blowout earnings… the “Messy Middle” of AI tariffs… an AI thrift-store play from Eric Fry… why Brian Hunt believes Canada belongs in your portfolio
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.
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…
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…
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