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5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
The 10-Year Treasury Just Sent the Fed a Message It Can’t Ignore
Every basis point higher in the 10-year Treasury puts downward pressure on growth stock valuations through pure discount math.
This Market Looks Like 1999, and That Should Make You Pay Attention
I invited Louis here today to explain what he’s seeing in the market that reminds him of 1999 – and why he’s teaming up with…
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
Wall Street Loves to Make Predictions — but This Trader Does Something Else
In today’s guest essay, veteran trader Jonathan Rose explains why he focuses less on predicting the future and more on tracking where institutional money and…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
This Stock Isn’t Making Headlines Yet — and That’s Why It’s Interesting
Jonathan Rose spent 28 years on some of the most important trading floors in America. I invited him to share something with you today —…
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%.
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names — from Micron to Arm —…
The $3 Trillion IPO Trap
Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…
They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again
In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate…
Don’t Fall For this IPO Trap – Here’s Where the Real Money Is…
Few themes are generating more excitement than the next wave of AI IPOs. That’s exactly why, over the past few days, I’ve been sharing essays…
When Volatility and Money Flow Point to the Same Stock
Smart money trading focuses on evidence, not forecasts. Ameresco is flashing signals tied to AI power and grid modernization.
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
The Treasury Yield Line That Could Break This Bull Market
The 10-year Treasury yield is testing stocks. Below 5%, AI earnings can support the bull market — but the margin is shrinking.
Restaurants: Get Fit or Get Fat
Offering everything from fried fish to Fritos, these food chains are opting to pass on the health craze and instead keep pushing the caloric boundaries.
McDonald’s Reveals Holiday Menu
Here come McCafe Pumpkin Shake and Holiday Mint McFlurry.
Warren Buffett Is Nervous. Louis Navellier Is Buying.
No progress on peace talks over the weekend… why Buffett doesn’t like today’s market… why Louis Navellier loves today’s market… but Luke Lango is telling…
IDC Data Looks Rosy for Fitbit Stock and the Wearables Market (FIT)
With a sizable market share in a fast-growing market, FIT stock looks like a great long-term buy.
NVIDIA’s Earnings Show “Parabolic” Demand. Here’s What Comes Next…
In today’s Market 360, we’ll take a closer look at what NVIDIA’s latest numbers tell us about the AI boom. I’ll also discuss why the…
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