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AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
Block’s Layoffs Reveal the Dark Side of the AI Economy
Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market.
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
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…
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.
Front-Running Federal Investment: The Next Strategic Stocks
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
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…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
From Panic to Rebound – Today’s Rollercoaster
Iran closes the Strait of Hormuz… global investment markets tank… Luke Lango with three ways this resolves… the action step to take now in your…
The Businesses That AI Can’t Replace
The predictive “edge” Jonathan Rose is using today… watch for the “gaps”… our AI Revolution experts say more software pain is coming… where to hide…
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…
Markets Move on Belief – Not Facts
In today’s Smart Money, Jonathan Rose explains why markets move on belief, not just headlines, and how a new stream of probability-based data is changing…
The 25-Year-Old Who Beat Wall Street
Wall Street wants you to believe experience wins. That billion-dollar hedge funds always outmaneuver individuals. That, unless you sit on a Manhattan trading desk, you…
Where Wall Street Turns as War With Iran Escalates
The U.S. launches strikes in Iran… will oil hit $100?… gold pops – one of Louis Navellier’s favorite miners… the drone stock that Jonathan Rose…
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…
From Headlines to Hard Money: What Moves Markets First
A CBOE veteran explains how prediction market signals move before stock prices – and how to use that gap to your advantage.
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,…
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
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…
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here’s how the Great Decoupling is shifting wealth to energy and compute.
Japan Just Hit Record Highs. Here’s the Trade to Make.
Political optimism isn’t the only force powering the Japanese rally. So, in today’s Smart Money, let’s take a closer look at several other factors driving…
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