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The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk… the sector actually carrying the load… and the guy who keeps building things nobody saw coming
How Two Smart Investors Missed Google – and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
Space Stocks Crashed in July. Their Businesses Didn’t.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
How to Think Like the Investors Who Bought Google Early
Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.
These Shortages Could Fuel AI’s Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
4 AI Stocks We Think Can Survive the Shakeout
After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual…
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
AI Prices Just Fell 280-Fold – Now What?
The next Peter Thiel moment is here… AI’s price crash is rewriting the rules… tracking the usage/price “escalator”… a “real world” stock list that benefits…
“Where’s the Beef” in This AI Earnings Boom?
When earnings season rolls around, it’s my job to look past the distractions and answer one simple question: “Where’s the beef?”
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund – or a mountain of leverage – to profit from the AI Revolution. Tom Yeung lays out…
5 Space Stocks Ready to Rocket Higher After the SpaceX Hangover
In this episode of Being Exponential, Luke Lango dives into five of the biggest space stocks shaping the rapidly expanding space economy: Redwire (RDW), BlackSky…
AI Is Creating More Winners Than Investors Can Track
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In today’s Smart Money, I’ll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
China Targeted MP Materials for a Reason
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
How to Build an AI Portfolio That Actually Holds Up
Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud…
The Fed Didn’t Raise Rates Wednesday – So Why Did the Market Plunge?
We’ll break down the Federal Reserve’s latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
LinkedIn’s Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That’s why I asked my colleague Luke Lango…
A Billion Dollar Lesson for Investors
Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn’t mean just investing in the…
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