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AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it
The Day Wall Street Opened the Door to an Industry That Barely Existed
Genentech’s early IPO shows why today’s biggest AI gains may be created before a company ever reaches the stock market.
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…
Forget the AI Bubble Talk. Watch This Number Instead
Why everyone’s arguing about an AI bubble when they should be watching a price tag… what two Big Tech CEOs are begging for… watch this…
Apple’s Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
Before You Buy the Dip, Check the Calendar
In today’s essay, Keith explains how his research applies to two well-known AI memory companies and why timing may matter just as much as the…
Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO
There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…
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.
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
Big Tech’s Tab Is Running Up – But Who Is Profiting?
In today’s Market 360, I’ll examine the enormous AI tabs being run up by four of the world’s biggest technology companies and show you which…
An AI Just Hacked a Company on Its Own
A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s Digest
Google Beat but AI Stocks Are Still Sinking. What’s Going On?
Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center…
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next – and which young companies are building technologies the Big Tech giants may…
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…
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
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…
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”
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…
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.
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…
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