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SoftBank Calls AI 50x Bigger Than Dot-Com — Here’s Who Actually Profits
To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
Nvidia Still Has 40% Upside – Here’s the Math
Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first…
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
The Treasury Yield Line That Could Break This Bull Market
The 10-year Treasury yield is testing stocks. Below 5%, AI earnings can support the bull market — but the margin is shrinking.
Why the Cheapest Software Stocks May Be the Most Dangerous Bargain in 2026
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
The AI Boom’s Best-Kept Secret
Why are AI stocks ripping while Main Street bleeds? The answer is the bottleneck trade, and Nvidia just tipped its hand on where the next…
Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
3 AI Stocks to Buy Immediately
There are still a handful of companies that look like Nvidia in late 2022 and SK Hynix in mid-2025. These firms produce crucial AI data…
This 150% Run Is Just the Beginning
The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis…
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing — and why the biggest winners aren’t the obvious stocks.
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC… what will it mean for volatility?… POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues… will it…
Marvel (MVL) Shows It’s Super Human Strength
It’s no surprise that in such a depressed economy consumers would want to escape to the big screen or other flights of fantasy. Such a…
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting — and which companies benefit most.
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
What’s in Store for the Markets Post-Labor Day?
Even if stocks take a short breather until Labor Day, find out why they will likely resume their uptrend.
Marvel: A Highflying Stock
Marvel has been around for years. They’ve had their good days, and well, their not so good days. The company’s now trading at its highest…
Walt Disney (DIS) Proves It’s Not a Small World Afterall
We all know the headlines are indeed scary. That’s the point. News organizations are now huge corporate entities trying to make money and scary headlines…
Volcom, Inc. (VLCM): An X-Game Winner
Have you noticed how popular the “X-Games” have become? You know, those Olympic-like contests featuring dare devil bikers, skateboarders, snowboarders and the like that are…
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.
Why Marvell Technology Group Ltd. (MRVL), Pfizer Inc. (PFE) and Valeant Pharmaceuticals Intl Inc (VRX) Are 3 of Today’s Best Stocks
There were some bright spots on Wall Street and, interestingly, it was controversy in one form or another that helped MRVL, PFE and VRX to…
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