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SoftBank Calls AI 50x Bigger Than Dot-Com — Here’s Who Actually Profits
To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
Tesla Vs. Vertiv – Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday – and in doing so, revealed exactly where investors are still getting AI…
Copper’s Mixed Signals Are Your Next Big Opportunity
Let’s make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
AI Could Help You Live Longer – and Invest Smarter
Many investors think of AI as a story about chips, software, and the companies building the technology. But its biggest impact may be far broader…
The Biggest Edge I’ve Found in My 47-Year Career
First, let me take you back to the early 1970s when I had my first “eureka moment” about how machines could crack the secrets of…
Missed Ameresco Last Week? This AI Power Stock Could Still Have 50% Upside
The pick I featured here in the Sunday Digest has already risen 10%, bringing its one-month return to 18%.
Don’t Buy the SpaceX IPO. Do This Instead…
In today’s Market 360, I’ll tell you why I’m steering clear of the SpaceX IPO for now… why Wall Street’s excitement may have more to…
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.
NVDA Stock: Next Stop $750 Per Share?
While not for certain that NVDA stock, after surging past $500 per share, will hit $750 per share this year, here’s how it could happen.
Today’s AI Giants Could Be Tomorrow’s Disappointments
Will today’s AI builders ultimately follow the path set for them… while a new class of “AI Appliers” quietly captures the real upside?
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The AI Shopping Shift Separating Retail Winners From Losers
Today, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…
Trade Apple Stock Near $300 Per Share
AAPL stock bulls have the opportunity to forge the path to $300 per share. But caution is warranted in the shorter term.
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device — signaling the shift beyond smartphones and reshaping tech’s next winners.
Why the Biggest AI Winners May Not Be AI Companies
Eric Fry will explain how AI’s latest shift is already beginning to play out — including one under-the-radar “applier” we’re giving you free today…
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…
The Chip That Lifted a Nation – and What It Means for Your Portfolio
This week, Taiwan beat out India to become the fifth-largest stock market in the world, driven by demand for AI chips. This is a “symbolic…
Don’t Buy the Railroads. Buy the Campbell’s.
In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI “applier” we’re giving…
Overvalued Meta Materials Will Drop 84% to Cash Per Share Value
Wait for Meta Materials to drop to its cash per share or 84% lower. MMAT stock is not worth more than 56 cents per share,…
Google May Define Agentic AI… but These Stocks Will Make Investors Richer
Agentic systems are the “next generation” of AI technologies that can make decisions by themselves and adapt to changes. But the most interesting agentic AI…
How to Generate $1,000 Per Month in Dividends
The goal of every dividend growth investor is to create a portfolio which throws off a sufficient stream of income that pays their expenses.
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