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240 results for hans

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…

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…

Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.

For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…

New York Bans New Data Centers

Albany pulls the plug… Ford’s “AI Boomerang” in jobs… a margin-debt flashing light… why we’re not worried about the AI trade yet… and how to…

The Nile Flooded Every Year — So Does This Stock

Looking back can often help us see what’s likely to happen next. That approach has enabled Keith Kaplan and his team at TradeSmith to deliver…

The Man Who Got Rich by Walking Away

Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case.

Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO

There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…

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.

 Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.

Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…

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 Market Leaves Clues. Here’s How to Find Them…

In today’s guest essay, Keith explains why he spends less time trying to predict the future – and more time studying the patterns history has…

The Secret Behind Silicon Valley’s Biggest Fortunes

Every day, millions of investors hunt for the next great opportunity in the public stock market. They read the same headlines, study the same charts,…

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…

Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade

AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.

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…

How to Profit From Wall Street’s Next Fireworks Show

I’ll explain why the foundation beneath this market remains solid, why corporate earnings are poised to deliver plenty of fireworks and how my Precursor Intelligence…

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 investing lesson hidden in Taylor Swift’s wedding

There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…

My No. 1 Summer Stock to Buy

To help investors minimize these summer risks, Keith Kaplan and his TradeSmith team have created a quantitative Seasonality tool that precisely identifies the best days…

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.

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.

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,…

Wall Street Misread Kimi K3

Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.

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…

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