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240 results for LONG
The Stocks Hiding in AI’s “Magical Spaces”
Many investors are overlooking the companies that will find the “magical spaces” between existing technologies to create revolutionary industrial processes, commercial innovations, and scientific discoveries.…
The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?
We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
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.
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
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…
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…
SpaceX Needs Growth… Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
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…
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.
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.
AI Has Entered a Bear Market
Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today’s orders, but about tomorrow’s. Investors are increasingly…
The Investment Lesson Hidden in Spain’s 1-0 Victory
The lesson of commitment and patience extends far beyond soccer. Success often belongs to those willing to endure uncomfortable stretches without abandoning the process. Markets…
This One Company’s Trash Is an Investor’s Treasure
Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.
How to Beat Wall Street’s “Easy Button”
In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Now, wouldn’t it be great if investors also…
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
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff…
The Nile Flooded Every Year — So Does This Stock
Looking back can often help us see what’s likely to happen next. That approach has enabled Keith Kaplan and his team at TradeSmith to deliver…
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…
Follow the Smoothie, Not the Beer
Gen Z wellness spending is shifting dollars from bars and beer to fitness, recovery, and functional drinks – creating a new stock trade.
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…
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