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The Real Moon Trade Isn’t Who Gets There First — It’s Who Keeps the Base Running
Jonathan Rose looks beyond the headline-grabbing rockets to three publicly traded companies already competing for pieces of this emerging lunar supply chain.
Buy, Sell, or Hold? Your Questions Answered (Plus My Top Pick)
With the market’s recent volatility, investors want to know which ones still have room to run, which are worth buying on a pullback and which…
Record Highs – With Half the Market Left Behind
A record built on a narrow foundation… two ways narrow markets end… is this 2000 or 2023?… when in doubt, don’t guess – follow the…
Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race
Jonathan Rose takes us beyond Musk’s company to explore two publicly traded stocks he’s watching. One has a direct business relationship with an OpenAI-backed brain-interface…
Anthropic Is Calling for More Caution – and Locking In $518 Billion of Compute
Anthropic is adding AI safeguards while committing hundreds of billions to compute, showing why slower releases may not stop demand.
Google’s AI Chips Are Live in Orbit. Now Comes the Hard Part.
Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.
Here’s Who Wins When AI Infrastructure Gets Cheap
One category of companies tends to thrive during the bust that follows every boom: the appliers. They never touch a shovel or a spool of…
5% Was the Line – We’re Now at 5.25%
Trump rejects Iran’s deal as oil spikes… the 10-year rockets up to 5.25%… what’s cracking beneath the surface?… the PCE double-whammy
Before Elon Musk Builds a Million Robots, Follow the Money
Although I don’t recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
Why You Shouldn’t Worry About the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
Who Gets Paid When Musk Builds 10 Million Robots?
I’ll show you evidence that humanoids are beginning to move beyond flashy demonstrations and into real factory work…
A “Forever Stock” for a Thirsty World
Learn more about the company that I consider to be one of the best Forever Stocks out there. Then, I’ll share where you can find…
This $50 Trillion Robot Boom Starts on the Factory Floor
Today, Luke Lango explains why humanoids finally appear to be moving beyond impressive demonstrations toward something far more consequential: becoming useful workers. If that transition…
Why SpaceX Paid $60 Billion for the Layer OpenAI Can’t Take Away
OpenAI is cutting off Cursor after its SpaceX deal, revealing why AI model routing and developer workflow may be the stronger moat.
Acquisition News Sends Gerber Scientific and EMS to New Highs
Buyout and acquisition news sent Gerber Scientific NYSE:GRB and EMS Technologies NASDAQ:ELMG to new 52-week highs today, though tech stocks Hewlett-Packard NYSE:HPQ hit a new…
Market Fueled by Timberland, EMS, and Graham Buyouts
Market activity was driven this morning by buyouts of Timberland (NYSE: TBL), EMS Technologies (NASDAQ: ELMG), and Gerber Scientific (NYSE: GRB).
The Best Time to Buy AI? When Everyone’s Afraid of It
We find ourselves in an AI paradox: Backlash towards AI is growing even as its usefulness increases. And that puts us investors in a unique…
Bio-Path Holdings News: Why BPTH Stock Is Soaring Today
BPTH stock received a boost on Thursday after Bio-Path received a notice of allowance for a strategic patent for its candidate Prexigebersen.
Trend Still Down Despite Rally
The S&P 500’s gain yesterday was expected and doesn’t change the near-term trend.
How to Use the AI Selloff to Your Advantage
Yesterday’s selloff is a useful reminder that even when the long-term AI story remains intact, good stocks can still get swept up in short-term volatility.…
The 161-Year-Old Warning Hiding in the Tech Selloff
AI token prices look flat to falling — but compute costs are up 27% and usage has gone vertical. Here’s why this week’s AI selloff…
Watching the End of the Week
A strong end-of-week rally in the face of more bad news could get the bulls in a holiday-party mood.
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