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How to Profit From the AI Boom Without Playing Big Tech’s Game

In today’s Smart Money, let’s look at the latest results from Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA), and what they reveal about the Mag…

Here’s What My System Says About 4 Big Tech Stocks Before Earnings…

I’ll set the table for the earnings season so far, and then we’ll put this week’s four Big Tech reporters to the test and see…

It’s Do-or-Die Time for the AI Infrastructure Trade

The AI Trade Isn’t Slowing

Alphabet blows past earnings… capex jumps to $205 billion… why the “Lag 7” story is wrong… Louis Navellier’s’ “best market since 1999”

One AI Deal Could Be Worth More Than a Portfolio Full of Stocks

In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…

How to Get in Position Before the Next AI Megadeal

In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…

The Next Great AI Fortune Could Begin Before Wall Street Sees It

For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…

Silicon Valley Is Hunting for Its Next $1 Billion Bargain

Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.

The Secret Behind Silicon Valley’s Biggest Fortunes

Every day, millions of investors hunt for the next great opportunity in the public stock market. They read the same headlines, study the same charts,…

Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff

Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street’s earnings conviction holds firm.

These 2 Sectors Are Quietly Breaking Out While Wall Street Panics

The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…

AI Has Entered a Bear Market

Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today’s orders, but about tomorrow’s. Investors are increasingly…

Get Into The AI Trade Before This Happens

Luke explains why he’s not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down…

A New Reality for the AI Trade

Microsoft eases AI fears… the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…

Apple’s Real AI Strategy Is Hiding in Its Acquisition History

Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.

Everyone Will Overread the Fed Tomorrow

The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…

Three Stocks Just Flashed Seasonal Signals

Stock seasonality reveals bullish windows in Alphabet and Deckers – and a bearish signal for Applied Materials as July 23 nears.

July Is Historically Strong. What Comes Next Is the Problem.

The S&P 500’s bullish seasonal window closes July 23 as the presidential cycle points to a more volatile second half of 2026.

A Historically Bullish Window Is About to Close

The AI Selloff Is Not the End. It Is the Setup.

Luke Lango uses a 1908 auto industry panic to explain why the AI infrastructure sell-off may be setting up its next big move, not ending…

Before You Buy the Dip, Check the Calendar

In today’s essay, Keith explains how his research applies to two well-known AI memory companies and why timing may matter just as much as the…

$41 Billion in Losses… and Still Going Up?

Iran rattles stocks… Louis Navellier and Keith Kaplan’s read on the memory trade… why SpaceX’s next leg up won’t mean what you think…

The Man Who Got Rich by Walking Away

Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case.

Looking For the Next Micron? Try This Tool Instead…

AI memory stocks have been some of the market’s biggest winners. But after a recent pullback, many investors are asking the same question: Is the…

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