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“Buy the Dip” in This Megatrend?
Drones are down – is this a good entry point?… how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for…
2 AI Stocks to Buy Before a Rebound
A second wave of indiscriminate selling is now creating even more compelling entry points for select Stage 2 firms. Let’s look at two…
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the ‘peak AI’ thesis with accelerating revenue, record margins, and expanding AI capex.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here’s how to position now.
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just…
When Abundance Becomes Disruption: The AI Spending Migration Begins
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how…
The AI Stocks to Sell Immediately… and the Ones to Buy Instead
In today’s Smart Money, Tom Yeung will share why the biggest spenders will not be the biggest winners. Instead, the winners will be companies weaving…
The Ghost of 1776: Why the Greatest Wealth Shift in 250 Years Is Happening Right Now
A “New 1776” moment is unfolding as AI, state power, and economic doctrine converge. Discover how this regime change could redirect trillions — and where…
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here’s how the Great Decoupling is shifting wealth to energy and compute.
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
Orbital Compute and Space AI Stocks: The 2026 Breakout Setup
Space stocks are set to soar in 2026 with new policy tailwinds, orbital compute advances, and the long-awaited SpaceX IPO.
2 Stocks to Buy for AI’s Next Stage
Instead, the big winners of the iPhone revolution turned out to be those providing experiences on top of these smartphone systems. Ride-hailing firm Uber, former…
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
Don’t Chase Yesterday’s AI Winners – Buy Tomorrow’s
The first phase of the AI surge rewarded scale, speed, and story. The next phase will reward durability, profitability, and real economic advantage. My colleague…
The 25-Year-Old Who Beat Wall Street
Wall Street wants you to believe experience wins. That billion-dollar hedge funds always outmaneuver individuals. That, unless you sit on a Manhattan trading desk, you…
AI Job Loss Is Accelerating – and Washington Won’t Stop It
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
Why a 1983 Modem Holds a Lesson for 2026 Investors
In today’s guest essay, Marc Chaikin revisits a little-known chapter from the early days of electronic commerce — a time when the technology looked slow,…
The Best AI Stocks Are Falling for the Wrong Reason
Big Tech AI capex isn’t peaking. Inference demand and competition are turning AI spending into a permanent utility.
Palantir Upgraded, Microsoft Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to…
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
Why SanDisk Stock Skyrocketed: 5 Key Questions Answered
SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK…
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