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This 129% Bull Market Is Eyeing a Fresh Breakout
A quiet bull run with more juice… Brian Hunt’s “picks and shovels” … Tom Yeung on AI’s 100-day revolution… and Jonathan Rose’s catalyst playbook
The 2 Hottest Places to Hunt for A-Rated Stocks
In today’s Market 360, I want to show you two areas where Wall Street is expecting some truly stunning earnings growth…
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.
The Fed Won’t Turn Dovish – So, Here’s the Play
Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…
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…
Get Ahead of the Shift From AI to Energy
My investing approach is simple: I identify a major structural shift early, then look for the companies that could benefit as that trend plays out.
Dollar Tree Upgraded, Kroger Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
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.
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.
Anthropic’s $518 Billion Bet Could Create New AI Winners
I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
The Real Moon Trade Isn’t Who Gets There First — It’s Who Keeps the Base Running
Jonathan Rose looks beyond the headline-grabbing rockets to three publicly traded companies already competing for pieces of this emerging lunar supply chain.
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…
As AI Agents Spread, These 2 Cyber Stocks Move to the Front Line
Jonathan Rose believes two leading cybersecurity companies are particularly well-positioned to provide those guardrails. He walks through the investment case for both today – including…
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…
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
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
The AI Boom Has a Security Problem – and 2 Potential Winners
My friend and colleague Jonathan Rose has two stocks in mind (which he’ll show you below.) Jonathan brings nearly three decades of trading experience on…
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…
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
Three publicly traded companies are competing to build the first base on the moon. I’ll show you why these names matter more than SpaceX and…
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
NASA’s Moon push is creating recurring contracts for space stocks building the infrastructure needed after the first lunar landing.
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