-
Most Recent
Search Results
240 results for fst
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…
Follow the Smoothie, Not the Beer
Gen Z wellness spending is shifting dollars from bars and beer to fitness, recovery, and functional drinks – creating a new stock trade.
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
5 Takeover Targets for the AI Revolution
To show you why timing matters in the market, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech,…
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track it
The AI Trade Isn’t Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the “Lag 7” story is wrong… Louis Navellier’s’ “best market since 1999”
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
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…
An AI Just Hacked a Company on Its Own
A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s Digest
The Investment Lesson Hidden in Spain’s 1-0 Victory
The lesson of commitment and patience extends far beyond soccer. Success often belongs to those willing to endure uncomfortable stretches without abandoning the process. Markets…
How to Beat Wall Street’s “Easy Button”
In early 2005, Staples launched a new ad campaign that introduced the world to the “easy” button. Now, wouldn’t it be great if investors also…
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…
How One Pre-IPO Roblox Bet Built a $68 Million Roth IRA
A $68M Roblox Roth IRA and a new $10M cap bill reveal how pre-IPO access – not contributions – can create mega retirement accounts.
Why These Cheap Artificial Intelligence (AI) Stocks Are Still a Buy Despite the Selloff
Cheap AI stocks like SpaceX, TeraWulf, Amazon, Palantir, and Micron are dropping on sentiment while Wall Street’s earnings conviction holds firm.
AI Has Entered a Bear Market
Why is AI suddenly in a bear market? Because Wall Street has gotten nervous – not about today’s orders, but about tomorrow’s. Investors are increasingly…
Google Beat but AI Stocks Are Still Sinking. What’s Going On?
Luke got the earnings right, but the timing wrong … here’s what comes next… an AI event this Thursday… how to play the data center…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
AI Is No Longer Just Building Companies – It’s Funding Them
Lyzr Inc. recently raised $100 million. But it’s not the amount that makes Lyzr interesting, it’s how it raised the money… It used one of…
Before You Buy the Dip, Check the Calendar
In today’s essay, Keith explains how his research applies to two well-known AI memory companies and why timing may matter just as much as the…
Looking For the Next Micron? Try This Tool Instead…
AI memory stocks have been some of the market’s biggest winners. But after a recent pullback, many investors are asking the same question: Is the…
What My 200,000-Mile Mazda Taught Me About Value Investing
Over the past decade and a half, growth stocks – like those that make up the Magnificent Seven – have dominated headlines and delivered some…
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
1 – 10 of 240 results
