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Buy, Sell or Hold? My Take on Your Stocks
I’m answering your questions about the AI stocks on your radar with a focus on companies already earning money, with solid fundamentals behind their growth.
An Entire Industry Is About to Change. Again.
You’d rather be invested in new technologies than the ones they’re replacing.
Our 13-Signal AI Bubble Checklist Says the Peak Isn’t Here Yet
Seven of 13 AI bubble warning signs are flashing, but strong chip orders and full data centers still argue against a confirmed peak.
The “Most Important Week of the Year” is Here
Luke’s Peak Watch update… why it’s still time to be cautious… Eric sells a 454% copper winner… Jonathan Rose and 33 surprises in Anthropic’s S-1
Before Celebrating the Mag 7, Remember Yesterday’s Tech Giants
Let’s go over the latest quarterly earnings from the Mag 7 companies and what they reveal about investing in AI today.
The Biggest AI Winners May Not Be AI Stocks
Many major businesses generate substantial revenue by locating their operations along highways. None of these companies built the infrastructure – but they capitalized on it,…
The AI Selloff Meets Election Day
AI’s meltdown week… Luke Lango’s take on the selloff… data centers are on tomorrow’s ballot… so is the drone budget… Luke’s Pennsylvania Plan
The AI Trade Is About to Split in Two
AI’s canary starts coughing… Luke’s Peak Watch ticks higher… when the boom turns, who gets hurt?… Corning vs. Humana, revisited… the two-week gauntlet to November…
Meta Is About to Show Whether Bigger AI Capex Still Wins
Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.
The Stock Market’s Sweet Spot Starts NOW (3 Stocks to Buy)
We discuss why tech and small-cap stocks could lead the next rally, the latest inflation readings and how they impact the bond market, why our…
Microsoft’s 23,040-Chip Data Center Stalled on a Power Problem
Microsoft’s Nscale exit shows why grid access, not chip demand, is becoming a critical bottleneck for AI data centers.
Where the AI Trade Is Still Ripping
An ugly week for the AI trade… Eric Fry on why “familiar isn’t safe”… Brian Hunt’s Brazil call keeps paying… Jonathan Rose eyes AI at…
Why Playing It “Safe” With U.S. Stocks Could Backfire
Today, I’ll explain why overconfidence can lead investors to favor U.S. stocks even when foreign markets offer compelling alternatives.
One Short-Term Stock to Buy for the Next Tech Revolution
Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a…
The Market’s Star Players Are Hiding a Bigger Problem
Here’s my advice: Worry less about missing the next AI rally and more about what happens if the market’s most crowded trades stumble. And here’s…
The Odds of a Rate Hike Just Doubled
Inflation runs hot again… an October rate hike is now at 49%… Jonathan Rose goes live at 8 p.m.… the AI arms race in cybersecurity……
The $20 Billion AI Scare That Wasn’t
Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…
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…
5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.
3 Stocks to Buy for an October Surprise
Over the past several weeks, we’ve seen oil prices shoot up as U.S.-Iran tensions have reignited… and then fall again on a potential peace deal. I…
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