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240 results for AGP

Why X Money Could Be Bigger Than PayPal Ever Was

X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.

The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia

Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA — but the cleanest win may already be collecting royalties.

The Best Trade Nobody’s Making Because It Doesn’t Involve a GPU

Gen Z swapped bar tabs for boutique gyms, and the resulting wellness stocks long/short trade may be the cleanest non-AI thesis right now.

The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)

The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…

Nvidia Still Has 40% Upside – Here’s the Math

Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first…

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…

These Four Stocks Could Do What Cisco Did in 2000

I’ll show you four stocks that are prospering from the AI buildout beyond NVIDIA and Micron and why I believe the AI boom is broadening…

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.

Skip the Oura Ring IPO. Buy These 10 Stocks Instead.

Oura Ring’s IPO looks like Peloton in 2020 — great product, dangerous price. Ten public wellness stocks own the real trade.

Are You Making the Kodak Mistake?

Kodak invented new technology and still lost… I’ll show you where you can find tomorrow’s winners.

IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight

On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…

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.

How to Profit From Stock Market Volatility in the AI Era

I’d like to call this environment unusual – after all, there’s always volatility. But according to DataTrek, the S&P has become noticeably more volatile in…

Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.

Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.

SaaSmageddon Isn’t Over. It’s Just on Pause.

SaaS stocks rallied 45% off the lows — but the fundamental risks didn’t. The compounders and the faders look identical today. They won’t.

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 —…

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…

Cisco Did It in 2000, and These Four Stocks Could Do It Next

In today’s guest piece, Louis will share a lesson from the late 1990s that’s shaping how he’s thinking about artificial intelligence today.

How to Hold the Next Nvidia Through the Noise

In today’s Friday Digest takeover, Louis explains why today’s AI boom reminds him of the internet buildout of the late 1990s. Not because he sees…

Nvidia Returned 30% Last Year, but This Stock Could Return 1,000% 

I’d like to tell you about a little-known energy company with incredible potential. Then, I’ll share how you can find even more AI Enabler companies with bigger upsides than…

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…

Most Investors Get Comfortable First – and Miss the Biggest Moves Because of It

The Nobel Prize-Winning AI That’s Coming for the Stock Market

The AI rewriting medicine is the same AI now applied to 47 years of quant investing data — and the backtested results are extraordinary.

AI Could Help You Live Longer – and Invest Smarter

Many investors think of AI as a story about chips, software, and the companies building the technology. But its biggest impact may be far broader…

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