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Follow Elon Musk’s Billions to the Companies Getting Paid
More than a century ago, the Panama Canal couldn’t be built with money and ambition alone. John Frank Stevens needed the people, equipment, transportation, and…
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
What the Panama Canal Can Teach Us About Investing With Elon Musk
Elon Musk certainly doesn’t have much trouble raising money. But as my InvestorPlace colleague Luke Lango explains below, even billions of dollars can only get…
How to Keep Overconfidence From Getting in the Way of Profits
If we don’t rein it in, our own psychology can be responsible for many of our worst investing blunders…
The One Question That Decides the AI Trade
The AI trade – the engine under this entire bull market – rests on one thing: the torrent of spending from a handful of hyperscalers.
The AI Race Is Getting Harder to Predict, and That’s the Opportunity
AI’s biggest opportunity may not be in predicting what comes next, but in owning the companies that can survive whatever comes next.
Elon Musk Raised $3 Billion – and Asked Investors for Something Money Can’t Buy
The Boring Company’s $3B funding round shows why capital alone cannot solve Musk’s need for permits, talent, and critical suppliers.
Why the AI Bottleneck Is Getting Worse – And How We Can Profit
Jonathan trades a lot of the same stocks we discuss here regularly. But with his strategy, you could magnify your gains on those same stocks –…
Not All AI Stocks Will Survive — Here’s How to Tell Which Are Likely to Fail
See where AI profits are already getting squeezed, and which companies to stay away from. Then, learn how to spot companies that have something more valuable…
Time to Wake Up. Copper Stocks Are the AI Trade Everyone’s Sleeping On.
Everybody’s crowding into the same handful of AI chip names. Meanwhile, the actual bottleneck in the entire AI buildout is a metal that’s been around…
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.
The AI Suppliers Elon Musk Can’t Live Without
Put all of Musk’s businesses together and you begin to see just how much of the AI infrastructure stack he increasingly controls himself. That raises…
The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
How an AI Slowdown Could Spark a Robotics Boom
Luke Lango thinks the AI industry has an opportunity to make this boom more durable over the long run. And for investors, that could shift…
Elon Can’t Build His Empire Alone
When you’re trying to identify the biggest opportunities created by a technological revolution, such as the AI megatrend, sometimes the most interesting company isn’t the…
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
What Dario Amodei’s ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
Did California Hit the “Kill Switch” On the AI Trade?
California moves first on AI… why Luke Lango says stay invested… and two Jonathan Rose trades for a nervous market
Nvidia Moved This Tiny Stock 180% With One Announcement
Physical AI is scaling fast, and Musk’s spending could create outsized opportunities for the smaller suppliers behind the buildout.
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
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…
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