-
Most Recent
Search Results
240 results for amb
The Crazy Map Update: Getting Hotter
Checking in on our late-stage bull market scorecard… new IPO madness… margin debt hits record highs… the single-stock ETF explosion… why we’re still dancing (but…
The Market Is Getting More Selective – 202 Stocks Just Changed Grades
If you watched the Super Bowl on Sunday, you already know it ended with the Seattle Seahawks taking home the Lombardi trophy. And while there…
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
Kevin Warsh, the End of QE, and the Great AI Divide
A Kevin Warsh-led Fed could end QE as a backstop, reshaping AI valuations and splitting winners from long-duration losers.
The Danger in California’s Billionaire Tax
The tax that starts with billionaires… the pattern from 1969 and 1913… why your portfolio faces risk either way… Luke’s government-backed opportunity launching tomorrow
Miss Out on Nvidia? Two More Innovative AI Chip Stocks Hiding in Plain Sight
Much like Nvidia at $72, these two AI chip stocks have incredible upside that Wall Street hasn’t fully realized yet…
Microsoft Stock Down 12%: The $750 Billion Reason to Buy the Dip
Microsoft stock crashed 12% – but MSFT’s $150B capex surge isn’t a warning sign. It’s a buy signal for AI infrastructure investors.
Humanoid Robot Stocks: CES 2026 Reveals Commercial Breakout
CES 2026 proved humanoid robots are production-ready. Our analysis of Atlas, Optimus & NEO, plus 11 top supply chain plays.
CHAOS Economics: How to Survive and Thrive Amid the AI Job Collapse
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
With “1-in-2” Odds AGI Hits by 2030, Here’s What to Do Now
In this issue, I’ll explain the details behind Claude’s new AI agent and how it hints at what we should expect from AGI. Then, I’ll…
How to Play the Surge in Natural Gas Prices
Natural gas has its best day in four years… an arctic blast across the country… why the opportunity is much bigger… Eric Fry’s top stock……
CES 2026 Just Proved Why You Shouldn’t Buy AI Hype Stocks
Today, I’ll explain why investors shouldn’t be distracted by Big Tech’s bright lights… and show you where to find the actually valuable stocks that are…
Is “Feeling Rich” Propping Up the Economy?
This piece from November examines the wealth-effect dynamic at the heart of today’s K-shaped economy and asks: Have asset prices begun playing a larger role…
The Truth About Venezuelan Oil
In today’s Smart Money, I’d like to introduce three images – two charts and one map – that show why, even given the recent developments…
Trump Soothes the Bull
This October Digest was a natural follow-up to the Crazy Map we shared yesterday – shifting from big-picture late-cycle dynamics to the practical question every…
Solana Price Predictions: Where Will the SOL Crypto Go in 2024?
Solana price predictions are being talked about by crypto traders as they weigh the pros and cons of investing in the crypto this year.
How Smart Investors Separate Fads From Fortunes
As we look to 2026, let’s not just chase what was hot. Let’s focus on what ideas are built to last and which new ones…
1 – 10 of 240 results
