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240 results for LONG
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum…
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
The Market Moves in Four Stages — Here’s When to Move With It
For decades, investors were told to focus on fundamentals, buy great companies, and hold on for the long haul. That approach still has its place,…
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
Iran Crisis Shakes Markets: 3 Top Stock Picks Right Now w/ Special Guest Jason Bodner
In this week’s Market Buzz episode, my friend and MoneyFlows co-founder Jason Bodner joins us to talk about the ongoing Iran conflict, how past geopolitical…
The Rubik’s Cube Secret to Better Trades
In this piece, Keith Kaplan shows you some examples of signal-based trades that outperformed the S&P 500 by roughly 3-to-1… plus he’s giving you access…
The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…
We Saw the Quantum Threat Before the Headlines Did
Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…
What Smart Money Knows and a Broker Would Never Tell You
Why momentum investing often outperforms buy-and-hold – and how stage analysis identifies breakout stocks early.
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
What the Rubik’s Cube Taught Us About Trading
One thing I’ve learned over the years is that markets aren’t as random as they seem. At certain points, specific conditions come together – and…
AI Is Killing Buy-and-Hold Investing. Here’s What Replaces It.
AI trading and algorithms now dominate stock markets, accelerating volatility and forcing investors to rethink traditional strategies.
One Stock to Buy on Oil’s Wild Swings… and Two More in the Wings
To help protect your portfolios during this Middle East conflict, I’d like to highlight a Fry’s Investment Report holding that should do well, regardless of whether oil surges to…
The Market Isn’t Random — It’s Patterned
In today’s Friday Digest takeover, Keith Kaplan, CEO of our corporate affiliate TradeSmith, makes the case that markets behave less like randomness, and more like…
The Next Big Trade Isn’t AI… It’s Prediction Markets
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
As This Metal’s Prices Rise, This Company Stands to Profit
If the war continues to create a global aluminum shortage, mining companies could stand to benefit. Now, I am certainly not celebrating conflict in the…
The Iran War Revealed This New AI Truth
The AI era is moving faster than anything we’ve seen in market history. Investors who want to stay ahead of the megatrends that can create…
The AI Acceleration Curve Just Went Vertical
New benchmarks suggest AI acceleration is speeding up rapidly – and the economic consequences could be enormous.
Turnarounds: How Long is Too Long?
Meg Whitman is into year three of her Hewlett-Packard turnaround. But how long is too long when it comes to fixing a business?
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
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