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What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints – power, cooling, and scale – creating a massive new investment opportunity.
The Real Long-Term Shortage Isn’t Oil – It’s This
The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…
What TurboQuant Actually Means for AI Memory Stocks
AI memory stocks are tanking on TurboQuant fears. The bear case misreads an efficiency breakthrough as demand destruction.
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.
How to Approach the Market During the “Fog of War”
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchman’s Pulitzer Prize-winning book, “The Guns of…
The Bigger Story Behind March’s Market Selloff
In today’s Market 360, I want to show you why the market’s recent March Madness may prove temporary, why investors are already starting to look…
Trump’s Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobs… how to invest ahead of…
Everyone Thinks Big Tech Is In Trouble. The Data Disagrees.
Magnificent 7 stocks are under pressure – but falling valuations and strong earnings could signal a new buying opportunity.
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
My “Kick It and Pick It” Strategy for the AI Age
Today, let’s dive into the latest change on the AI block – the rise of agentic AI – and what it means for where the…
AI Isn’t Peaking – It’s Entering Its Most Profitable Phase
Every major technological shift has a moment when skeptics declare it over. Today, artificial intelligence finds itself in a similar moment. My InvestorPlace colleague Louis…
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one of the great companies of…
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…
JPMorgan’s Quiet Warning About AI
JPMorgan writes down software loans… the risk of private lending and AI… what to make of Oracle’s rally yesterday… why caution is the right response……
The Market Moves in Four Stages — Here’s When to Move With It
For decades, investors were told to focus on fundamentals, buy great companies, and hold on for the long haul. That approach still has its place,…
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