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The Robot IPO Everyone’s Talking About (and the Stocks Nobody Is)
In today’s Friday Digest takeaway, Eric Fry argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any…
The Unknown Companies Behind Elon’s Next Big Project
NASA didn’t turn to Playtex as a favor or a novelty. They did it because they had a specialized need that couldn’t be met in-house.…
Before Luke Lango Recommends Any Private Company, It Has to Pass This Test
In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…
What the AI Industry Could Learn from the Three Mile Island Meltdown
For three years, the AI trade has run on a simple assumption: chips get built, power gets found, and the buildout continues. My tech researcher…
AI Stocks Are Stuck – and Not Because of Earnings
The strangest standoff in the market… why liquidity is keeping a lid on your gains… the framework for when it will end… if bond yields…
Is This Market About to Roll Over?
The worst month for stocks opens in the red… fresh attacks in the Middle East… why Louis is rooting for a weak jobs report… the…
Why Giving Winning Stocks Too Much “Playing Time” Can Cost You
The strongest portfolios aren’t simply built around winning stocks. They’re built around thoughtful allocations to those stocks.
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
AI’s Biggest Breakthrough Is 80% Here – Here’s How to Play It
Find out how Astra could be a glimpse of the final stretch toward AGI – and the “hidden beneficiary” that could benefit along the way.
4 Space Catalysts — and Where Capital Flows Next
In today’s Friday Digest takeover, Luke revisits the space trade and highlights four developments that he believes have made the investment case significantly stronger: 1)…
That AI Breakthrough That Is Still Coming
The first people to see Edison’s light bulb weren’t wrong to be amazed. They simply couldn’t see far enough ahead. Nearly 150 years later, investors…
Warsh Won’t Give Wall Street a Roadmap. Is a Rate Hike Coming Anyway?
Let’s look at what this week’s inflation report really told us, what Warsh just told Wall Street at Jackson Hole and what it could mean…
The AI Race Is Leaving the Planet
SpaceX plans to put Nvidia’s Vera Rubin platform in orbit in 2027, moving space data centers from theory toward deployment.
The Bond Vigilantes Are Back. Here’s What It Means for AI Stocks
Today we’ll look at why the bond vigilantes have returned. I’ll explain why it matters for stocks and how it may also be pointing toward…
Nvidia Roared. Why Didn’t All AI Stocks?
Nvidia’s blowout earnings… the “Messy Middle” of AI tariffs… an AI thrift-store play from Eric Fry… why Brian Hunt believes Canada belongs in your portfolio
How to Stop Worrying About the Fed and Love the $2 Trillion Anthropic IPO
Ten-year yields near 4.7%, oil near $90 — the market looks shaky. Luke Lango explains why this backdrop hurts consumers without touching the AI infrastructure…
The Mispriced Winner of the AI Boom
Nvidia says memory pricing is “extreme”… so why is the memory maker priced for a crash?… the bigger waves Wall Street can’t see… where Luke…
Warsh Puts a Rate Hike Back in Play
Warsh’s hawkish Jackson Hole comments… why the AI trade may take it in stride… a new flareup in the Middle East… the Canada trade-war headlines…
The Next AI Winners Won’t All Look Like Nvidia
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
AI Spending Just Revealed a $7,000 Gap Between Winners and Losers
Top agentic AI adopters now spend $7,400 per employee monthly, versus just $12 for the average firm. Here’s why that gap points to an AI…
The AI Stock ‘Peak Spending’ Panic Just Lost Its ‘Ehrlich Bet’
Luke Lango breaks down the earnings that dismantled the peak spending narrative, what the July CPI print means for rates, and why the AI stock…
Usain Bolt Just Got an AI Rival – Meet the Stocks Behind It
In today’s Smart Money, I’ll show how as AI moves into the physical world, a whole new wave of investment opportunities could follow.
Don’t Sell Your AI Stocks – Sort Them
The public’s data-center revolt spreads… even Texas taps the brakes… will it kill the AI trade?… why the move is “sort,” not “sell”
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