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Warsh Puts a Rate Hike Back in Play
Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines…
PCE Runs Hotter-Than-Expected – Time for a Hike?
The inflation gauge Warsh actually watches… Bitcoin’s 200-day reclaim… don’t forget silver… Nvidia’s earnings?
This “Uninvestable” Stock Returned 3,591% – Here May Be the Next One
If a company’s recent legacy is not one of growth, investors often overlook signs of a recovery. However, these turnaround stocks can lead to significant…
The Companies Elon Musk Tried to Kill and Couldn’t Are Your Biggest Opportunities
For twenty years, Elon Musk’s answer to an expensive supplier has been to fire it and build the part himself. That small group of companies…
Gold at $75,000? Do the Math
The AI backlash goes mainstream… why Louis Navellier says don’t worry, invest… where to put your AI dollars today… the chart pointing to $75,000 gold
Why Giving Your Best Stock Too Much “Playing Time” Can Cost You
I want to discuss one of the most overlooked decisions in investing: position sizing and allocation. And I’ll show you how Luke Lango, Eric Fry…
The AI Suppliers Elon Musk Can’t Live Without
Put all of Musk’s businesses together and you begin to see just how much of the AI infrastructure stack he increasingly controls himself. That raises…
The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward…
Tesla Just Put Physical AI In the Driver’s Seat
Tesla Grok can now control vehicle functions, marking a shift from chatbot AI toward Physical AI embedded in cars, robots, and machines.
Why Data Center Moratoriums Won’t Derail the $7 Trillion AI Boom
Let’s take a closer look at the growing pushback against data centers…
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
Inside Elon Musk’s Multibillion-Dollar Shopping List
Luke Lango explains what Nvidia’s results reveal about the changing AI supply chain and why he’s applying the same thinking to Elon Musk’s sprawling empire.…
2 Stocks to Buy for the AI Revolution
To give a sense of the opportunity the AI Revolution in offering, I’d like to highlight several picks that are still being overlooked by Wall Street.
Where the Smart Money Is Moving Next in the AI Boom
Several high-flying AI names were hit hard this summer as the highly leveraged Situational Awareness hedge fund was forced to unwind positions. I invited Lucas…
This One Company’s Trash Is an Investor’s Treasure
Artificial intelligence is finally giving circular-economy companies the missing ingredient: a way to organize chaos at scale.
Elon Musk Says AI Will Overtake Rockets at SpaceX… This Month
Musk says SpaceX’s AI segment could become its biggest business this month after revenue surged 247% and major compute deals piled up.
Why Elon Musk Does NOT Want You to Know About These AI Bottlenecks
Bottlenecks have an interesting economic consequence. When everybody desperately needs the same scarce thing, the people who control it gain enormous leverage.
Here’s What NVIDIA’s $500 Billion “Checkmate” Means for Investors
Nvidia Corp. (NVDA) has become one of the most powerful players in the AI Revolution. And there’s plenty to learn from CEO Jensen Huang’s strategy,…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
Microsoft, TSM, and Cisco Are Breaking the AI Bubble Narrative
Microsoft, TSM, and Cisco are showing real AI demand as revenue begins to catch up with record infrastructure spending.
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