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Wall Street Misread Kimi K3
Kimi K3 rattled chip stocks, then hit a GPU shortage – showing why cheaper AI models may strengthen infrastructure demand.
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For today’s Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capital’s Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, it’s considered one of the most successful…
The Secret Behind Silicon Valley’s Biggest Fortunes
Every day, millions of investors hunt for the next great opportunity in the public stock market. They read the same headlines, study the same charts,…
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy innovation than build it themselves…
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift we’ve seen in private-company valuations in recent years – and how the AI Revolution is accelerating this shift.
The investing lesson hidden in Taylor Swift’s wedding
There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…
Get Into The AI Trade Before This Happens
Luke explains why he’s not concerned by the recent AI infrastructure selloff, despite weeks of weakness across semiconductor and AI hardware stocks. He breaks down…
The Ticker May Be Too Late for AI’s Next Great Winners
The next AI winners may be acquired before they go public. A 70-year Silicon Valley playbook shows what to look for.
Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO
There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…
Why You Should Use the EV Playbook to Find AI Winners
In today’s Smart Money, let’s take a look at why AI could become China’s next EV export story. Then, I’ll share why the biggest investment…
Vint Cerf’s DNSid Project Could Expand the AI Infrastructure Trade
AI agents need passports before they can work across the web. Vint Cerf’s DNSid project may be the missing layer.
How One Pre-IPO Roblox Bet Built a $68 Million Roth IRA
A $68M Roblox Roth IRA and a new $10M cap bill reveal how pre-IPO access – not contributions – can create mega retirement accounts.
Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.
For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…
Before You Buy the Dip, Check the Calendar
In today’s essay, Keith explains how his research applies to two well-known AI memory companies and why timing may matter just as much as the…
The Man Who Got Rich by Walking Away
Sometimes, the best way to play an investment boom is to walk away from it. The success story of “Wheelbarrow Johnny” makes that case.
Looking For the Next Micron? Try This Tool Instead…
AI memory stocks have been some of the market’s biggest winners. But after a recent pullback, many investors are asking the same question: Is the…
If You Missed Micron, Try This Instead
Keith’s going deeper on all of this at his free Breakthrough 2026 event — Thursday, July 16, 10 a.m. ET. Save your seat here.
$41 Billion in Losses… and Still Going Up?
Iran rattles stocks… Louis Navellier and Keith Kaplan’s read on the memory trade… why SpaceX’s next leg up won’t mean what you think…
Where to Invest When Great News Isn’t Enough
In today’s Smart Money, I’ll explain how the same expectation gap that humbled the Beatles is now appearing in the AI market… and why Samsung’s…
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.
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