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The Harsh Reality Behind the AI Boom… And How to Prepare
In today’s Digest takeover, Keith Kaplan draws a powerful parallel between the dot-com era and today’s AI-driven market.
Fed Update Clears the Runway for a Year-End Rally
The Fed update just set the stage for a Santa Rally: how interest rates, dot-plot signals, and AI growth are aligning for year-end gains.
Inside the Fragile Foundation of the AI Market
TradeSmith CEO Keith Kaplan is joining us today to dig into the uncomfortable truth behind the AI surge – and what it means for investors…
The Inconvenient Truth About the AI Boom
A quarter-century after the dot-com bust, the market is again dangerously concentrated in a handful of AI stocks. TradeSmith CEO Keith Kaplan reveals a new…
Will 2026 Be the Year of the Bear?
When COVID-19 hit in 2020, lives everywhere began to change. We all had to shelter in place, and small businesses had to close their doors.…
Robotics Is About to Become America’s Most Important Industry
As the Genesis Mission accelerates, robotics is emerging as the keystone industry in America’s next moonshot.
Why Yesterday’s Rate Cut Sets Up a Major Shift for 2026
In today’s Market 360, let’s walk through exactly what the Fed did – and why I believe it sets the stage for one of the…
As Big Tech Looks to the Stars, the Smart Money Looks Underground
To help set the stage, Eric put together a sharp, timely essay today. While the headlines are still obsessed with “AI in space,” he breaks…
2 More Stocks to Buy for 2026
I revealed three companies that were considered for their portfolio, but didn’t quite make the cut. This week, I’d like to suggest two more promising…
AI’s Wildest Dreams Are in Space – but Its Richest Opportunities Aren’t
There’s no denying the excitement around AI – it’s even reaching beyond Earth, with talk of space-based data centers and orbital computing. But while Big…
Is 2026 a “Tipping Point” for the AI Revolution?
Longtime readers know that I’m bullish about the AI Revolution. In fact, I expect 2026 to rival some of the best years of my career.…
AI’s Wildest Dreams Are in Space — but Its Richest Opportunities Aren’t
Google just announced plans for AI data centers in space. But while headlines like that grab attention, the real money isn’t floating in orbit –…
Nvidia Earnings Smash Records, but Wall Street Panics Anyway
Nvidia just posted record AI revenue – but traders still hit ‘sell.’ The market may be missing the bigger story.
Forget Space-Age AI — The Real Fortune Is Being Dug Out of the Earth
While the data revolution will always have its dreamers, the owners of this transition — the ones supplying the must-have materials and infrastructure — are…
What the Dot-Com Bust Teaches About Today’s AI Vendor Financing
AI financing mirrors the dot-com era’s vendor loops – but deeper pockets and real demand make this cycle more durable, at least for now.
5 Tips Every Investor Must Act on Before the AI Shakeout
I’m sharing the five tactics that every self-determined investor needs to embrace and apply. Then, I’ll show you how to use those tips to find…
The One Wealth Signal Almost Nobody Is Watching
This year, the biggest force in the markets isn’t the Fed. It’s not Wall Street. It’s the U.S. government. And just like in the 1940s,…
How One Trade on a “Dead Stock” Made Me a Legend
It started with a blip on my options scanner — a surge of strange trades in a stock everyone had written off for dead. It…
How One Trade Made Him a Legend
The biggest market moves don’t always begin on a chart – they often start as hidden footprints left by institutional money. That’s what Jonathan Rose…
From the GameStop Boom to His Next Big Call
Jonathan Rose just unveiled a powerful breakthrough that tracks Wall Street’s hidden bets… and showed how it could supercharge three of their favorite stocks by…
NVIDIA’s Earnings Confirm It: “In Jensen We Trust”
This is Jensen’s moment – and in Jensen we trust.
What a Las Vegas Legend Can Teach Us About the “Smart Money”
In today’s Market 360, I’m going to connect the dots between Billy Walters – the man who used analytics to change sports betting forever –…
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