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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.
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
Investors Who Ignore This AI Shift Could Be Left Behind
The companies that dominated the first phase of the mobile phone revolution weren’t the ones that would dominate the next. And according to legendary investor…
SoftBank Calls AI 50x Bigger Than Dot-Com — Here’s Who Actually Profits
To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…
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.
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy (and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
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.
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…
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.
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…
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
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.
The $4 Trillion Number Bears Won’t Touch
Last call for tonight’s Convergence Summit… no surprises from PCE inflation… a ceasefire extension… why bears keep misfiring … a tale of two valuations with…
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…
AI Forced Two Utilities to Merge… Here’s How to Profit
In today’s Smart Money, I’ll explain the details of a historic merger, and what it represents: AI is turning electricity into a high-growth industry. And…
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
Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
The 27.1% Number That Just Killed the AI Bubble Debate
S&P 500 Q2 2026 earnings are growing 27.1%, or more than double estimates. Here’s why the AI boom just turned from story to fundamental.
Why the Smartest AI Investors Are Ignoring the Model Race
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
Everyone Is Chasing the Puck. Here’s Where It’s Headed Next…
The big question is… what should we do in this environment? And that’s what I want to talk about in today’s Market 360.
AI Isn’t Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. That’s not usually how it works. My…
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