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AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
Nvidia Has a Heat Problem. These Stocks Get Paid to Solve It.
Nvidia’s next chip burns power like 100 homes per rack. The stocks solving that heat problem are an overlooked trade in AI right now.
NASCAR Lost a Championship Over Heat, but Investors Can Benefit
In today’s piece, Joe Austin uses an unforgettable moment from NASCAR to explain why the most overlooked AI stocks may be the most valuable ones…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
The Agentic AI Tax: Who Pays and Who Profits
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
The AI Winning the Most Money Isn’t the One You’re Thinking Of
On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at another place…
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
The $25,000 Mistake AI Just Made Obsolete
While Wall Street watches chips and cloud, AI is quietly solving unsolvable problems on the factory floor — and the fundamentals show it.
How to Spot Market Winners Early
While too many investors spend their time chasing yesterday’s winners, Marc believes the biggest fortunes of the next decade will be made in companies most…
The $2 Trillion Question Nobody’s Asking About the SpaceX IPO
Does an IPO like SpaceX actually serve retail traders? Today, I want to answer that question – and show you where the real opportunities are…
The Hidden AI Problem Worth Billions – and the “Behind the Scenes” Stocks Solving It
What if you could find the next NVIDIA Corporation (NVDA), Amazon.com Inc. (AMZN) or Meta Platforms, Inc. (META) before Wall Street catches on? It’s a…
What Wall Street Isn’t Telling You About SpaceX
The hype machine is running at full speed… what Jay Ritter’s 45-year database actually shows… and the backdoor into AI’s biggest winners before Wall Street…
The Average SpaceX Investor Is Now Losing – These Investors Aren’t
The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is…
The Cursor Acquisition Tells You Exactly Which AI Stocks to Own Next
SpaceX’s $60 billion bet just confirmed the agentic inference supercycle – and pointed directly at the physical bottlenecks that capture it.
Warsh’s First Move – And the Test That’s Just Getting Started
The FOMC decision is in … what Warsh signaled … why the market’s inflation relief may be premature … the curveball every new Fed chair…
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom’s $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks…
Don’t Let This Week’s Inflation Data Scare You Out of Stocks
In today’s Market 360, we’ll break down what this week’s inflation reports tell us and what they mean for the Federal Reserve…
How AI Turned a 615% Gain Into 3,626%
In today’s Sunday Digest, Louis explores how AI is already transforming fields as complex as medicine and scientific research – and why he believes the…
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 $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…
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.
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
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