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The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
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…
Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks
Bottlenecks have an interesting economic consequence. When everybody desperately needs the same scarce thing, the people who control it gain enormous leverage.
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…
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 –…
The Big Short Just Shorted a Grade-“A” Stock
This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
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.
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…
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
3 Analysts, 3 Trades to Make Today
Today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts.
The AI Race Is Leaving the Planet
SpaceX plans to put Nvidia’s Vera Rubin platform in orbit in 2027, moving space data centers from theory toward deployment.
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…
AI Winners, Victims, and the One Stock to Sell Now
In this Sunday Digest takeover, Eric Fry compares Henry Ford’s revolutionary tractor to AI – and revisits the 1990s to show how the internet’s infrastructure…
How to Position Before the Oil Cushion Hits Empty
The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…
Use This 2-Question Test to Find AI’s Next Winners
If the answer to either question is “Yes,” congratulations – you’ve probably got a creative winner on your hands. If the answer to both questions is “Yes,”…
One Stock to Dump Before AI Buries It
In today’s Smart Money, I want to discuss the last time a brand-new technology rewrote the rules of commerce. Afterward, I’ll highlight a stock that…
The Best Time to Buy AI? When Everyone’s Afraid of It
We find ourselves in an AI paradox: Backlash towards AI is growing even as its usefulness increases. And that puts us investors in a unique…
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
Warsh Puts a Rate Hike Back in Play
Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines…
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…
How the AI Boom Ends
Falling AI prices aren’t bearish… the gauge that signals the top… nearing last call for our experts revamped AI Revolution Portfolio… tomorrow’s inflation test
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