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240 results for josb

Beyond Tesla: 4 Stocks I’m Watching for the Next AI Trade

I’m working backward from Tesla’s Cybercab to find the businesses most investors overlook — the upstream materials plays and downstream computing-infrastructure names that don’t make…

Google Is Testing AI In Orbit as 100 Communities Rethink Data Centers

Google’s first orbital AI prototype is live, pushing orbital data centers from theory toward a real infrastructure buildout.

The Bond Market’s Warning – and Three Stocks Worth Watching

Three companies, one trading strategy, and a way to limit your risk before you buy.

Meta Is About to Show Whether Bigger AI Capex Still Wins

Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex – or starts separating the winners.

The Fed Won’t Turn Dovish – So, Here’s the Play

Why Wall Street misread Friday’s jobs report… the data weren’t dovish, they were messy… the Fed is due for a pause, not a pivot… the…

The AI Data Center Bill Keeps Rising. These 7 Stocks Could Collect.

AI data center spending could reach $1.7 trillion in 2027, spreading the opportunity across a much broader infrastructure supply chain.

The Moon Race Has a Supply Chain Problem, and These Three Stocks Are Solving It

My friend and colleague Jonathan Rose has been looking closely at this opportunity. Jonathan has nearly three decades of experience in the markets, and he’s…

Get In on Washington’s Winners – On Your Terms

Jonathan Rose’s ability to spot unusual trading activity—and turn it into a practical trading idea—is why I encourage you to follow his work. Today, he…

Elon Musk’s Brain-Tech Push Has Me Watching These 2 Small Stocks

Today, Jonathan will show you two public companies on my watchlist: one with a direct connection to a brain-interface developer, and another that makes research…

One Short-Term Stock to Buy for the Next Tech Revolution

Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a…

Do This Before You Buy Another “Trump Stock”…

Washington has become a powerful force in the markets. I’ve written extensively about the “government put” and the companies positioned to benefit from President Trump’s…

The “Calendar Trick” for Huge Biotech Gains – And 3 Stocks I’m Watching

Today, Jonathan will explain what the PDUFA calendar is, the catalysts my system is flagging that could boost three biotech stocks higher, and the popular…

The FDA Calendar Smart Money Never Ignores

Today, Jonathan Rose will explain what the PDUFA calendar is, the catalysts his system is flagging that could boost three biotech stocks higher, and the…

2 Cyber Stocks to Buy as AI Risks Rise

My friend and colleague Jonathan Rose spent nearly three decades trading on some of America’s busiest floors. What I appreciate about Jonathan is that he…

The $20 Billion AI Scare That Wasn’t

Earnings season kicks off… how the pros trade surprises… the $20 billion AI scare that wasn’t… tankers are earning $1.3 million a day … Louis…

2 Brain-Computer Interface Stocks to Watch While Neuralink Stays Private

Neuralink is private, but Butterfly Network and Quantum-Si offer two very different public-market angles on brain-computer interfaces.

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.

2 Cybersecurity Stocks Positioned for the AI Agent Boom

AI agents create new security risks, putting Palo Alto Networks and CrowdStrike at the center of identity and runtime protection.

OpenAI’s Security Scare Points to 2 Cyber Stocks Worth Buying

Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners…

The Robot Boom’s Next Milestone Is Surprisingly Boring

Agility’s Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.

Beyond Elon Musk’s Neuralink: Two Public Stocks With a Stake in the Brain Race

Today, I’ll show you two public companies building the future of brain-computer technology: one with a direct connection to a brain-interface developer, and another that…

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…

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.

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…

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