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The Hidden AI Problem Worth Billions – and the “Behind the Scenes” Stocks Solving It
What if you could find the next NVIDIA Corporation (NVDA), Amazon.com Inc. (AMZN) or Meta Platforms, Inc. (META) before Wall Street catches on? It’s a…
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
One Mag 7 Killer Hiding in Plain Sight
Since the early AI revolution, the Magnificent Seven companies have been sat securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
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…
AI Leadership Is Shifting. Here’s How to Follow the Big Money
Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories…
Halfway Through 2026: My Calls That Are Already Paying Off
Now that we’re in the back half of 2026, I want to focus this Smart Money on how three of my forecasts are holding up.…
3 Space Stocks Got Crushed by SpaceX – Now They’re a Buy
Luke joins us to explain why these three stocks may be among the space sector’s most compelling buys today. He also shares his thoughts on…
AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
NASCAR Lost a Championship Over Heat, but Investors Can Benefit
In today’s piece, Joe Austin uses an unforgettable moment from NASCAR to explain why the most overlooked AI stocks may be the most valuable ones…
Nvidia Has a Heat Problem. These Stocks Get Paid to Solve It.
Nvidia’s next chip burns power like 100 homes per rack. The stocks solving that heat problem are an overlooked trade in AI right now.
The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers
Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week’s…
The AI Winning the Most Money Isn’t the One You’re Thinking Of
On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at another place…
The FOMO Bull Market Is Back – Here’s How to Invest Before It Blows Up
In today’s Smart Money, let’s look at how today’s AI boom is fueling a new wave of speculative enthusiasm across the market – and what…
What Wall Street Isn’t Telling You About SpaceX
The hype machine is running at full speed… what Jay Ritter’s 45-year database actually shows… and the backdoor into AI’s biggest winners before Wall Street…
One Space Stock to Buy Today
Rocket Lab makes its biggest move… Louis’ top space stock right now… why the OpenAI delay is actually bullish for AI investors
The AI Trade Has Three New Problems
SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI…
The $2 Trillion Question Nobody’s Asking About the SpaceX IPO
Does an IPO like SpaceX actually serve retail traders? Today, I want to answer that question – and show you where the real opportunities are…
Three “Forever Stocks” for the AI Age
The one investment strategy I want to focus on in today’s Smart Money is stocks to buy and hold forever. So, here are three stocks…
AI Is Now Drilling for Oil, and the Profits Are Enormous
Over the last few years, U.S. oil producers have been drilling with fewer rigs while still increasing production. In today’s guest essay, Joe Austin explains…
One of the Best-Performing S&P Sectors Has an AI Story Nobody Is Telling
Fewer rigs, more oil: AI is driving that in the Permian. Oilfield services stocks are flashing bullish, and most investors aren’t watching.
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