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Anthropic Could Be the Next Amazon, and That’s the Problem
There’s a lesson from the dot-com boom that most investors have forgotten: Even when you correctly identify the next revolutionary company, the price you pay…
The AI Test Alphabet Just Failed
Alphabet fails Wall Street’s new AI test… why Microsoft held up… the “peak AI spend” question… hot inflation, hotter GDP… Eric Fry on Brazil’s shock…
Why I Sold This Copper Stock for a 430% Gain
Let’s explore why strong growth doesn’t always make a stock worth buying. Then, I’ll share where I see better opportunities instead.
3 Stocks to Buy as the AI Trade Sputters
InvestorPlace Senior Analyst Eric Fry believes the AI boom is starting to split. On one side are the AI Builders. On the other side are…
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
3 Warning Signs That Matter More Than the Midterm Elections
I discuss the three warning signs that actually matter, according to my eight-factor fundamental model. I also answer recent questions subscribers have about gold mining…
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.
What the Democrats’ Sweep Means for the AI Trade
Democrats sweep Washington… voters turn on data centers… why the pipeline trade may get stronger… is this 1998 or 2000?… the levels Luke Lango is…
The One NeoCloud Stock to Buy Now
NeoCloud stocks face a major shakeout. Discover which AI infrastructure stock Luke Lango believes could emerge as a long-term winner.
Why Oil Prices Are High Despite Persian Gulf Supply Recovery
The Persian Gulf is now exporting more oil than it did before the Iran war began. Most investors assume the war has choked off the…
Why I’m Watching This Missile Defense Giant as America Rearms for Drone Warfare
Explore RTX’s role in missile replenishment and counter-drone defense—and the investment thesis behind Luke Lango’s Rearming America briefing.
Why I’m Buying the AI Selloff: My Top Picks for 2027
Luke Lango examines the AI selloff, why chip suppliers may weather slower data-center construction, and the opportunities and risks in Nvidia, AMD, and Nebius.
The Post-Election Rally Is Cracking – Make These 5 Moves Now
From a distance, everything appears solid. The major indices are hovering near record highs. But step off the shore, and you’ll find the ice is…
One Overlooked Healthcare Stock That Could Double
You can think of the stock market like a cocktail party. A healthy party has people mingling, laughing, and generally enjoying themselves. The more guests…
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.
The Election Is Over. Now Comes the Race for 2027’s Biggest Winners
Let’s look at why the post-midterm period has historically been so favorable for investors, what’s fueling my optimism right now… and how you can position…
DoorDash’s Five-Minute Drone Test Opens a Much Bigger AI Story
DoorDash’s new drone shows why physical AI investing extends beyond robots to the companies solving power and production constraints.
As the Market’s Party Shrinks, Here’s One Stock to Buy
Today, I’ll show you why this market deserves caution — and give you the name of an overlooked healthcare stock that I believe offers substantial…
What Your Next Takeout Order Could Teach You About AI Investing
A late food delivery is an everyday frustration. For my colleague Luke Lango, DoorDash’s new drone delivery system points to a much larger investment opportunity.…
A Historically Strong Post-Midterm Market Could Make 2027 a Stock-Picker’s Year
Stocks have historically rallied after midterms, while strong earnings and shifting market leadership set the stage for a selective 2027.
Is the AI Bubble About to Pop? Where 4 Experts Are Putting Money
From battlefield drones to Wall Street’s AI spending boom, technology is advancing at extraordinary speed. But beneath the market’s record highs, warning signs are emerging.…
AI’s Next Shift, Hiding in a Drone Battery
My colleague Luke Lango has been following AI’s move into machines that carry goods, operate equipment, and work alongside people. And he believes the companies…
Brazil’s Market Selloff Offers a Warning Ahead of U.S. Midterms
While everyone wonders about what happens next, I want you to consider a broader lesson the Brazilian election offers. Markets can get too focused on…
SK Hynix Is Sold Out Through 2029 as Seagate Locks In Demand Into 2030
SK Hynix is sold out through 2029 as Micron and Seagate show AI memory and storage demand remaining tight into 2030.
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