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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…
Market Analysis – Ring the Register on Rallies
With internal and sentiment indicators telling us that the market is now dangerously overbought and the “Sell in May and Go Away” strategy has triggered…
What Apple’s Sell-off Says About the Market
Apple Inc. (NASDAQ: AAPL) took a hit after hours when its earnings report failed to meet the Street’s lofty expectations.
The Hidden Consensus Forming on Wall Street – and How to Get In
I thought I was one of only a few contrarian voices speaking about AI’s emerging bottlenecks. But I’m actually joined by a growing chorus of…
Penn National Is Attractive For Long-Term Investors
Penn National has ample liquidity to navigate current crisis, and investors should expect long-term growth for PENN stock.
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…
Investors Play the Waiting Game
There is nothing more maddening to traders than the current low-volume, inch-by-inch movement of prices.
Indices Giving Sell Signals
More weakness should trigger profit-taking and drive stocks to around DJI 7,450 and SPX 800.
Market Analysis – Earnings Hold the Key to Market’s Next Move
This will be a big earnings week, and with expectations high, we could see the market make some big gains, or disappointments could lead to…
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
The Market Is Distracted. You Shouldn’t Be.
I like to remind readers that good things tend to happen to cheap stocks, while bad things tend to happen to pricey stocks – no…
How to Trade a Volatile Stock Market Without Guessing Direction
Volatile markets create opportunity. Learn how to trade stock market volatility with options, cash, and rotation strategies.
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
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…
Everyone’s Watching the Wrong Part of AI
In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom.
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…
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