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240 results for RAX
The Line That Could Pop the AI Bubble
Small caps hit a wall… is Ray Dalio right about the AI bubble?… Luke Lango’s 6.5% stress test… why Louis Navellier sees a “stunning finish”…
AI’s $204 Billion “Security” Tax
PCE inflation comes in cooler than expected… why tonight’s Micron print is important… the AI “security tax” that could be a tailwind… Eric Fry’s safer…
Don’t Miss These 4 Stocks in the AI Infrastructure Race
We look beyond the obvious AI chip winners to examine the companies powering the next phase of the buildout—from power delivery and high-speed optical networking…
Google Just Sent AI to Space – Here’s What That Means for Investors
Let’s look at what Google’s Suncatcher project reveals about the AI boom’s growing constraints. Then, I’ll show you where the next AI opportunity is ready…
The Copper Treasure Hunt: 3 Ways to Look for a Payoff
Pretty regularly here, I go over why I believe Freeport-McMoRan could benefit from the AI buildout, and why its efforts to produce more copper make…
Get Ahead of the Shift From AI to Energy
My investing approach is simple: I identify a major structural shift early, then look for the companies that could benefit as that trend plays out.
3 Reasons I Expect My Stocks to Gain 40% or More by Year-End
In today’s Market 360, I want to share three key reasons I believe stocks can continue to rally into year-end – and how you can…
Anthropic’s $518 Billion Bet Could Create New AI Winners
I’ll explain how Anthropic’s massive infrastructure commitments are highlighting new bottlenecks across the AI supply chain — and which companies may benefit.
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
The AI Boom Has a Copper Problem, and Here’s One Stock the Smart Money Is Betting On
Over the past several months, we’ve seen overwhelming buying activity by professional traders – some of the most knowledgeable minds on Wall Street. These people…
3 Stocks to Buy Before the AI Boom Fumbles
Those buying only high-growth, leveraged AI stocks might do well in the short term. But they can still lose if their defense isn’t solid enough…
The Fed Won’t Turn Dovish – So, Here’s the Play
Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…
One Moonshot Stock to Buy for the AI Revolution
Tom Yeung discusses one of the companies Luke Lango has selected as a potential Elon Musk supplier stock to buy.
Before You Buy a “Trump Stock,” Ask These 3 Questions…
Jonathan shares two stocks he’s bullish on, two he’s leaving alone, and three questions he asks before getting into a government-backed trade. His analysis explains…
Copper’s AI Boom – Three Ways to Play It
Copper is an essential ingredient in the AI buildout. And Washington is considering a policy change that could make certain copper businesses even more interesting…
How to Position Before the Oil Cushion Hits Empty
The U.S. Strategic Petroleum Reserve – the nation’s emergency crude stockpile – has fallen to roughly 285 million barrels. This is its lowest level since…
If You Can Kick It, You Can Pick It
Change used to unfold over decades. Now it’s happening in real time. The leap from AI chatbots to AI agents is happening in a fraction…
Did California Hit the “Kill Switch” On the AI Trade?
California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
Don’t Miss the Great AI Rotation
Since the early AI revolution, the Magnificent Seven companies have been sitting securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
The Big Short Just Shorted a Grade-“A” Stock
This week, Michael Burry said he added to his Micron short “in some size.” But is there a better way to decide what to do…
A 600% Stock Still Trading at 7X Earnings
Oil pulls back, but the refiner story isn’t over … the S&P’s best stock still trades at 7X earnings … the screen behind Louis’ winners…
Not All AI Stocks Will Survive — Here’s How to Tell Which Are Likely to Fail
See where AI profits are already getting squeezed, and which companies to stay away from. Then, learn how to spot companies that have something more valuable…
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