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What NVIDIA’s Earnings Tell Us About the Next Stage of the AI Boom
In today’s Market 360, I’m going to walk through the details of NVIDIA’s earnings and the market’s subsequent reaction. I’ll also discuss why expectations matter…
The Stocks Poised for a Breakout
Our old warning about Adobe… Luke Lango and “the flip side”… why price is all that matters in today’s AI world… the power of stage…
The Stocks Taking Off Now
Here’s the truth most investors are missing… What’s happening in the market right now isn’t “risk off.” It’s rotation.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just…
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological…
Why a 1983 Modem Holds a Lesson for 2026 Investors
In today’s guest essay, Marc Chaikin revisits a little-known chapter from the early days of electronic commerce — a time when the technology looked slow,…
The Ghost of 1776: Why the Greatest Wealth Shift in 250 Years Is Happening Right Now
To understand why your bank account is currently at risk, you have to understand the hidden architecture of the first 1776…
From “Ridiculous” to Revolutionary: The Tech Shift Investors Can’t Ignore
Today, we asked Marc Chaikin to revisit a fascinating moment in tech history — and explain what it reveals about today’s market setup. His perspective…
How to Invest Smartly When the Market Loses Its Mind
It’s understandable to feel unnerved by the latest tariff-driven headlines. But a measured reaction can make all the difference between managing a winning or losing…
2 AI Stocks to Buy Before a Rebound
A second wave of indiscriminate selling is now creating even more compelling entry points for select Stage 2 firms. Let’s look at two…
2 AI Stocks to Buy on This Pullback
Today, we’re discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the “Stage…
The Danger Lurking Behind a Strong GDP Number
Louis projects 6% growth while hiring stays flat… here’s the dynamic behind it… new data on the K-shaped economy… how Luke Lango is positioning for…
The $100 Million Lesson Wall Street Learned Too Late
Markets move on belief. That’s why hype cycles often drive price action faster than fundamentals can justify. And it’s why the biggest edge in modern…
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here’s how to position now.
Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
Rare Earth Stocks: 7 Critical Questions About Project Vault and the Mining Boom
President Trump’s $12 billion Project Vault sent rare earth stocks soaring. Which mining companies could benefit? Get answers to 7 critical investor questions.
Eli Lilly vs. Novo Nordisk: A Tale of Two Stocks
In today’s Market 360, I want to walk you through this evolving rivalry – and show you why identifying true market leaders is critical in…
“Buy the Dip” in This Megatrend?
Drones are down – is this a good entry point?… how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for…
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
OpenAI’s $200B War Chest and the Great AI Infrastructure Land Grab
OpenAI is raising a historic $200B. Discover why the real profit isn’t in software, but the nuclear and cooling infrastructure powering AGI.
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