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ETF Roundup: Precious Metals Basket Introduced
A snapshot of a slew of recently launched ETFs and related products.
The Copper Treasure Hunt: 3 Ways to Look for a Payoff
Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…
One Moonshot Stock to Buy for the AI Revolution
Tom Yeung discusses one of the companies Luke Lango has selected as a potential Elon Musk supplier stock to buy.
Don’t Wait Until Election Day: Know When Strong Stocks Start Turning Against You
I’ll explain why I recommended an infamous stock and share the details on how my proprietary quantitative system knew it was time to sell –…
2 Brain-Computer Interface Stocks to Watch While Neuralink Stays Private
Neuralink is private, but Butterfly Network and Quantum-Si offer two very different public-market angles on brain-computer interfaces.
Is It Time to Buy These 2 Data Center REITs?
Brad explains how he’s approaching the opportunity with data center REITs, what investors need to know – and he even identifies two favorite data-center REITs…
Copper’s AI Boom – Three Ways to Play It
Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Today, I’ll show you two public companies building the future of brain-computer technology: one with a direct connection to a brain-interface developer, and another that…
What in the World Should You Do About Gold?
The gold bubble is a lingering field, so spread your wealth out between direct stocks and ETFs, and play it slow.
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Jonathan Rose takes us beyond Musk’s company to explore two publicly traded stocks he’s watching. One has a direct business relationship with an OpenAI-backed brain-interface…
Before You Buy a “Trump Stock,” Ask These 3 Questions…
Jonathan shares two stocks he’s bullish on, two he’s leaving alone, and three questions he asks before getting into a government-backed trade. His analysis explains…
The 1988 Computer “Worm” That Explains Today’s AI Panic
I’ll show you why Nvidia’s AI safety “breakthrough” is really the starting gun for a much bigger economic shift – and how to position yourself…
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
Before Elon Musk Takes Neuralink Public, Here’s Where to Look for Profits
Jonathan Rose looks beyond Neuralink at two public companies on his watchlist, explaining what interests him and how their connections and risks differ.
Google’s AI Chips Blast Off Today
Google sends AI chips into space… Earth’s data center backlash… did the “plumbing” lift SPCX?… Jonathan Rose on what comes after the landing
5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
Is an “Agentic AI Bank Run” Coming?
Meta’s Muse becomes the fastest AI app since ChatGPT… the “agentic bank run” threat… plus, the latest headwind to AI companies
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
The Robot Boom’s Next Milestone Is Surprisingly Boring
Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
Did California Hit the “Kill Switch” On the AI Trade?
California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market
Elon Musk Raised $3 Billion – Here’s Who Could Profit Next
Our technology expert Luke Lango explains why a recent $3 billion funding round for Musk’s Boring Company offers a revealing glimpse into that problem. Beyond…
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