Within three months of learning how to trade using Jonathan Rose’s approach, newbie trader Mycha was booking gains of 710% and 2,850%.

Mycha isn’t alone. He’s one of a wave of first-time traders who have doubled their accounts in less than a year.

So, who is Jonathan exactly, and what’s this trading approach?

He’s the latest addition to our InvestorPlace family – and a veteran trader who spent decades on the floors of Chicago’s biggest exchanges. What he discovered there became the foundation for the trading system he uses today — one that spots where the “smart money” is moving before the rest of Wall Street sees it.

In today’s Digest, we’re giving Jonathan the reins to share that story — and to show how everyday investors like Mycha are using his approach to trade with a professional’s edge – and with portfolio-changing results.

But today’s essay is just the start. For a deeper dive, mark your calendar for this Monday, November 10 at 1 p.m. Eastern, when Jonathan is holding his Profit Surge Event.

Joined by �������°�, �������°�, and Luke Lango, Jonathan will detail how his trading system plays off the same trends as our other experts – yet has the potential to amplify returns despite shorter hold periods.

Just click here to reserve your free spot today.

I’ll let Jonathan take it from here.

Have a good evening,

Jeff Remsburg

The smell hit me first: sweat, paper, and burnt coffee.

Then came the sound.

A wall of voices shouting bids and offers. Phones ringing. Bells clanging. Paper tickets spinning through the air like confetti at a riot.

The whole floor pulsed like a living organism – loud, frantic, and intoxicating.

My first day on the floor of the Chicago Mercantile Exchange (CME) is seared into my memory. It’s the largest futures exchange in the world – where billions of dollars change hands every day, and fortunes are made and lost in seconds.

I had just graduated from the University of Miami. But I wasn’t chasing an office job with a cubicle and a steady paycheck.

I wanted to be the master of my own destiny. I wanted to be a trader. So in the summer of 1997, I walked into the pit for the first time – the fabled floor of the CME

I was just 22 years old. But I was trading shoulder-to-shoulder with guys who’d been doing this longer than I’d been alive.

My stomach was a knot. My tie was a little too tight. But I knew I was exactly where I wanted to be.

It’s where I learned to ignore what most people pay attention to – and focus instead on a hidden market most folks don’t even know exists.

It’s helped members of my community of apprentice traders double their account in less than 12 months.

And in one of my trading advisories, it’s helped me close 49 winning trades with an average gain of 267% and score wins as high as 2,785% in just 26 days.

Today, I’ll show you the simple shift that made it possible – and show you how to join me for the next big trade I’m tracking.

The Hardest Year of My Life

My first year in the pit was the hardest year of my life.

If you’ve seen the Eddie Murphy movie Trading Places, you’ve seen the noise and the hand signals – what I lived every single day.

Floor traders in different-colored jackets in the CME trading pit shouting out orders

I was trading futures on tech-dominated Nasdaq – contracts that let you bet on where the market’s headed without ever owning the stocks.

This was near the height of the dot-com boom. I watched guys make more in a week than most people make in a lifetime.

Meantime, I was that rookie making all the wrong moves – no big wins, just mounting frustration.

As I later learned, it wasn’t bad luck. It was a symptom of a losing approach.

The Secret Hidden in Plain Sight

Things only started to click when I stopped pretending I knew everything and started listening.

I bought rounds of coffee and doughnuts just to steal a few minutes with the veteran traders.

And one day, I spotted something that changed my life.

A mismatch – a tiny price gap between what was happening in the pit and what was flashing on the new electronic trading screens that had just been installed.

It was a crack in the system. And I realized I could exploit it without predicting anything. No need to guess interest rates, jobs data, or the Fed’s next move – just react to what was in front of me.

Suddenly, I was making $5,000, $10,000, even $15,000 a day. By the end of the year, I’d turned my $315,000 account into more than $1.2 million.

That’s when I learned a truth I’ve never forgotten.

Success doesn’t come from guessing the next move – it comes from reacting to what’s already happening, faster and sharper than everyone else.

It’s what launched a career most traders can only dream of.

From Trading Floor to C-Suite

When I was 33, one of Chicago’s top trading firms headhunted me to become Director of Trading. My job was to manage risk for the firm, with dozens of traders under my supervision.

I made small fortunes during the toughest markets in history – including $2.3 million in 2007 and $4 million in 2008, while the S&P 500 was getting cut in half.

Then, after training for and finishing an Ironman Triathlon, I rented a seat on the floor of the world’s largest options exchange, the Chicago Board Options Exchange (CBOE), and became a market maker.

I wasn’t chasing the next home run trade. I was keeping the market liquid, buying and selling stocks to profit from the tiny spread between bid and ask.

But it wasn’t until 2015 that I found my true passion – showing regular investors how to trade like the pros.

Passing the Torch

I launched my Masters in Trading business teach the systems and mindset I learned over two decades in the trenches.

I built a community where apprentice traders strip away the noise and focus on what works: strategy, structure, and execution.

Hundreds have gone through my program – some went on to trade full-time, others launched their own firms.

But what drives me most is that a-ha moment when someone realizes, “I can actually do this.”

One of my favorite stories is from a member named Mycha.He’d never traded before joining my program. But he came in with an open mind and a notebook full of questions.

Within three months, he was booking gains of 710% and 2,850% on trades he never would’ve taken before.

Or take another community member, Brian, a father who faced more than $700,000 in unexpected medical bills. He committed $200,000 to my strategy and doubled it in under a year.

I’ve had other members who started new to trading and doubled six-figure accounts in less than a year.

And since I started using this trading style at InvestorPlace in May 2024, we’ve closed 49 winning trades with an average gain of 267%. And the average holdtime was just 36 days.

How do I do it?

By applying the same lesson I learned on those noisy trading floors. Instead of trying to guess where the market is headed, I react to what the pros are already doing.

I look for when deep-pocketed traders place big bets in the options market – often before the underlying stock moves.

Think of it as reading the hidden footprints of Wall Street’s smartest traders.

When I see a surge of unusual Wall Street activity, I make sure it’s the real deal based on the instincts I honed on the floor – and take a small, risk-controlled position.

Then I aim to cash out fast, usually within a few days to a few weeks.

It’s how I recommended winning trades like:

• C3.ai Inc. (AI), which we closed for a 462% gain
• Lithium producer Albemarle Corp. (ALB), which we closed out for a 959% gain
• Rare-earth miner MP Materials Corp. (MP), which we closed out for 1,234% profits

Again, I’m not predicting the future. I’m simply following the real money in real time.

Now, I want to show you how to do it, too.

On Monday, November 10, at 1 p.m. ET, I’m hosting my Profit Surge Event – where I’ll reveal the setup I’m calling the “Trade of the Decade” (reserve your seat now here).

It’s the same kind of pattern I used to target those 10-bagger wins on MP and ALB.

If you’ve ever wanted to trade with the confidence of a floor veteran – without the chaos, the caffeine, or the knot in your stomach – this is your moment.

Use this link to RSVP.

Remember, the creative trader wins.

Jonathan Rose

Founder, Masters in Trading

P.S. �������°�, Luke Lango, and �������°� will be joining Jonathan for The Profit Surge Event on Monday, November 10, at 1 p.m. Eastern. Together, they’ll show you how his trading system can supercharge some of their biggest recommendations — turning steady double- or triple-digit winners into even bigger, faster gains. You won’t want to miss this one. Click here to reserve your spot.

The post What Jonathan Rose Learned Standing Shoulder-to-Shoulder with Chicago’s Elite appeared first on InvestorPlace.

The dot-com boom is in full swing. Everyone’s talking about the internet. IPOs are doubling overnight, and “tech” has become the hottest word on Wall Street.

With the internet going mainstream, money is pouring into technology stocks and optimism is sky-high.

Back then, companies like Cisco Systems, Inc. (CSCO), Microsoft Corporation (MSFT) and Amazon.com, Inc. (AMZN) were leading the charge, fueling one of the greatest bull markets in history. And for investors who recognized what was happening early, the rewards were extraordinary.

I remember it clearly. 1999 was my best-performing year ever. Several of my portfolios surged more than 100%, and stocks were taking off left and right. It was the kind of year every investor dreams of, when the market practically throws money at the right opportunities.

For those who saw the potential early, fortunes were made almost overnight.

Fast-forward to today, and I’m seeing the same setup again. Only this time, it’s not the internet driving the boom – it’s artificial intelligence.

Everywhere you look, AI is transforming how businesses operate and drive economic growth. That’s why I believe 2026 will look a lot like 1999 – a year when several of my portfolios surged triple digits.

Now, I know what you may be thinking.

We all know what came after 1999. The dot-com bubble burst and many high-flying stocks crashed.

But in today’s Market 360, I want to discuss why I think this time will be different.

See, unlike with the dot-com bubble, this boom is being driven by real, tangible results.

Are valuations frothy? Sure, there’s no denying that. But many of the stocks involved in the AI Revolution are backed by stunning fundamentals, with triple-digit revenue and earnings growth.

Palantir Technologies, Inc. (PLTR), for example, reported incredible earnings this week, and in today’s Market 360, we’ll take a closer look at what they reveal about the next phase of the AI Revolution.

Digging into Palantir’s Numbers

In J.R.R. Tolkien’s “The Lord of the Rings” books, a palantír is a magical, indestructible crystal ball that allows users to communicate and see events happening far away. 

It’s not surprising, then, for those unfamiliar with it, to learn that Palantir Technologies is an AI company.

Its platforms help governments, defense agencies and major corporations organize massive amounts of data and use AI to find insights to make better decisions. In short, Palantir gives institutions an AI-powered brain to process information faster and more accurately than humans ever could.

That’s why it’s becoming a critical player in national security, corporate automation and the broader AI boom.

On Monday, Palantir reported a blowout quarter. The company closed 204 deals worth at least $1 million in the quarter, as well as 91 deals worth at least $5 million and 53 deals worth at least $10 million. In total, it booked a record $2.76 billion in contract value – up a staggering 151% year-over-year.

Total third-quarter revenue increased 63% year-over-year to $1.18 billion, and adjusted earnings surged 110% year-over-year to $528.71 million, or $0.21 per share.

The company also raised its full-year guidance across the board, now expecting revenue of about $4.4 billion, and adjusted earnings of about $2.155 billion – both well above Wall Street forecasts.

In other words, Palantir didn’t just meet expectations – it crushed them.

And yet, the stock has dropped about 14% after earnings.

Why? Well, some investors took profits, while others worried that Palantir’s share price – up more than 170% year-to-date – had run too far, too fast.

What’s more, news broke that famed short-seller Michael Burry had disclosed that his hedge fund had taken positions against both NVIDIA Corporation (NVDA) and Palantir.

A “put” is a contract that rises in value if a stock falls, so disclosures from well-known investors like this can spook traders even when fundamentals are fine.

But the thing is, folks, Burry isn’t an AI expert. He’s just someone who looks at what’s running and tries to prick the bubble. Personally, I think Burry is going to get buried on his put option bet. And I look forward to squeezing him thoroughly.

Just because he made a legendary call on housing in 2008 doesn’t mean he knows AI. This is an entirely different ballgame, one that is all about numbers.

And numbers don’t lie.

According to my Stock Grader system (subscription required), Palantir holds a coveted AA-rating, with both its Quantitative and Fundamental Grades earning “As.” That kind of strength separates the true AI leaders from the rest of the pack.

So, yes, Palantir – and other AI stocks – may carry frothy valuations. But the fundamentals are there, folks.

The reality is that earnings power is what drives this market in the long run. And that’s why I think that as long as companies like Palantir and NVIDIA continue to deliver the goods where it counts, they’ll be just fine.

Why This Time Is Different

Now, I know what you may be thinking – what if I’m wrong? That’s a fair question. I’ve been doing this long enough to know that no forecast is guaranteed, and there’s always risk in any bull market.

But when I compare the fundamentals of this AI boom to the dot-com era, I’m convinced this time truly is different.

In 1999, the internet was exciting but unproven. Most of the “dot-com darlings” had no earnings, no profits and no path to sustainable growth. Investors were chasing hype, not performance.

Today’s setup is the opposite. The companies leading the AI Revolution – NVIDIA, Microsoft, Amazon, Palantir – are not only profitable, but they’re also growing earnings and revenue at triple-digit rates in some cases. They have cash-rich balance sheets and real products that are already reshaping the global economy.

In 1999, the internet was running ahead of the economy. Today, AI is driving it. The technology is improving productivity, efficiency and margins across nearly every industry – from logistics and finance to defense and healthcare.

If I’m right, we’re about to see another explosion of opportunity. And if I’m wrong, the companies leading this movement are still among the most profitable enterprises in the world – not the speculative startups of two decades ago. Either way, investors who position themselves wisely today are far better off than those sitting on the sidelines.

In fact, rather than worrying about an AI bubble, there’s something else entirely that investors need to be preparing for… It’s the bigger story driving all of this – and it’s unfolding right now.

I call it the Economic Singularity.

This is the moment when artificial intelligence becomes the dominant force behind growth, productivity and wealth creation.

It’s a shift as profound as the Industrial Revolution, but far faster and more concentrated. And investors who recognize it early could multiply their wealth as new leaders emerge.

The same technology that’s eliminating jobs is also creating enormous opportunities for investors who know where to look. The companies harnessing AI’s power – the builders, the enablers, the data and infrastructure leaders – are positioned to capture the lion’s share of this new wealth.

That’s why, in a special briefing, I pull back the curtain on this transformation and even reveal the companies I believe will lead America into the next era of prosperity. You’ll also discover which parts of the market are most vulnerable to disruption – and where the biggest new profit opportunities are forming right now.

Go here to check it out now and get ahead of the biggest wealth transfer of our lifetime.

Sincerely,

�������°�

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

Cisco Systems, Inc. (CSCO), NVIDIA Corporation (NVDA) and Palantir Technologies, Inc. (PLTR)

P.S. Next week, I’ll be joining my colleagues Jonathan Rose, �������°�, and Luke Lango for a special broadcast called The Profit Surge Event.

We’ll show how traders are using Jonathan’s real-time “smart money” system to amplify our top stock ideas – sometimes by 10X or more

It’s free to attend on Monday, November 10 at 1 p.m. Eastern. Reserve your seat here.

The post Party Like It’s 1999? Here’s What We Learned From Palantir’s Earnings appeared first on InvestorPlace.

Big Tech just posted one of the strongest rounds of earnings in history … and yet, half of the sector tanked.

Meta (META) and Microsoft (MSFT) sold off.

Amazon (AMZN) and Alphabet (GOOGL) surged.

Apple (AAPL) barely moved.

Same economy. Same quarter. Same AI boom. So why did investors react like they were watching five different movies?

That’s the question we tackle in this week’s Being Exponential.

Because beneath the headlines lies a story that could determine the next phase of the bull market… or mark the beginning of its unraveling.

Yet, here’s where things get truly interesting.

While Wall Street frets about short-term noise, a new wave of capital spending is building beneath the surface…

We’re talking about the unsung backbone of the AI revolution:

• Rare earth miners powering data centers.
  
• Nuclear innovators keeping the grid alive.
  
• Storage companies enabling round-the-clock AI processing.

And that’s where the smart money is quietly positioning itself right now.Be sure to watch the latest Being Exponential With Luke Lango to learn more. Just click the video below:

Follow the Money in AI Stocks: The $380 Billion AI Capex Funnel

If you’re wondering how long this boom can last, one key is to follow Big Tech’s money trail. 

In 2024, the four AI superpowers (Alphabet, Amazon, Meta, Microsoft) spent over $200 billion on capital expenditures (much of it AI-related). In 2025, that figure is expected to hit ~$380 billion, and then over $500 billion in 2026 – a 34% jump next year alone. These are historic levels of investment, aimed at one thing: meeting the red-hot demand for AI. As long as that torrent of cash flows in, it will percolate throughout the entire AI ecosystem, creating opportunities up and down the supply chain.

Think of the AI supply chain as a modern-day gold rush, and Big Tech is supplying the dynamite. Here’s where their billions are flowing – and which industries could be the big winners:

• Chips and Computing Power: Every AI model needs heavy-duty silicon. 2023’s AI frenzy made Nvidia (NVDA) a $1-plus trillion company, and its GPUs are still selling faster than it can make them. Demand for AI chips is so high that major cloud providers are building custom chips and still buying all the Nvidia GPUs they can get.
  
• Memory and Storage: Training and running AI models gobble up huge amounts of data – boosting demand for memory chips (DRAM) and high-speed storage. In fact, memory prices are rising again (Samsung and SK Hynix recently hiked prices) as AI data center orders pour in. That’s a boon for suppliers like Micron Technology (MU) and Western Digital (WDC), whose stock just spiked after a strong quarter.
  
• Networking & Cloud Infrastructure: All those AI chips need to be connected in sprawling data centers, and companies like Arista Networks (ANET) are benefiting as cloud giants upgrade their networks to 400G/800G speeds for AI workloads. Cisco (CSCO), Juniper (JNPR), and specialized optical networking firms like Lumentum (LITE) and Ciena (CIEN) are likewise getting a piece of the action, providing the fiber-optics, routers, and switches that link AI supercomputers together. Arista’s CEO said AI demand is a “once-in-a-generation” networking upgrade cycle – and their recent earnings back that up.
  
• Data Center Builders & Power Suppliers: AI eats enormous amounts of electricity. The biggest bottleneck in building more AI capacity isn’t chips; it’s power. (As Andy Jassy quipped, “maybe the bottleneck is power” in data centers right now.) This means companies that can deliver power solutions are in high demand. For example, Bloom Energy (BE) – which makes fuel cells for on-site power – reports a surge in orders from data center operators who need reliable, round-the-clock juice for AI rigs. Nuclear energy is also staging a comeback thanks to AI: firms like BWX Technologies (BWXT), which makes small reactor components, say demand for micro-reactors is “unprecedented” as the industry explores mini nuclear plants to power server farms.
  
• “Picks & Shovels” Equipment: In any gold rush, the tool suppliers often win big. In AI, that means the makers of semiconductor manufacturing equipment (think Applied Materials (AMAT) and Lam Research (LCRX) for chip fabrication tools). It also means testers like Teradyne (TER), which just had a blowout quarter by selling test gear for AI chips. As long as Big Tech keeps spending on AI, these suppliers will keep seeing huge orders. And Big Tech has no intention of tapping the brakes yet.

All told, this AI CapEx super-cycle is creating a rising tide for a wide range of stocks. 

The recent market dip has knocked many of these “picks and shovels” stocks down from their highs – which, in my view, presents an attractive buy-the-dip opportunity. 

Not an AI Bubble (Yet) – But Know What to Watch

With all this euphoria, prudent investors still ask: How will we know when the AI boom is truly over? No boom lasts forever, and there will be an “AI reckoning” eventually. While I agree, I don’t see it in the immediate future. In our podcast, we outlined some yellow flags to monitor going forward, even as you ride this wave:

• Frothy IPOs and M&A: Early signs of bubble behavior often include a rush of IPOs (initial public offerings) and frenzied corporate deal-making. We’re seeing some of that now – nearly 300 IPOs in 2025, up 50% from last year, and a spate of big mergers in tech/AI lately.
  
• Economic K-Shaped Divide: The AI boom is creating a K-shaped economy, where the “upper leg” (wealthy consumers, big firms) is thriving, but the “lower leg” (middle and working class, smaller firms) is struggling. For example, luxury gym operator Life Time Group (LTH) saw memberships and prices jump with no pushback. Meanwhile, budget eateries like Shake Shack (SHAK) and Chipotle (CMG) report customers cutting back as prices bite. If AI-driven prosperity keeps concentrating at the top, it could fuel a social/political backlash.
  
• The Fed’s New Dilemma: We’d be remiss not to mention macroeconomics. The Federal Reserve has been aggressively raising interest rates to cool inflation – normally a big headwind for growth stocks. But intriguingly, the Fed might be losing its grip on this market cycle. Why? Because AI is an exogenous force boosting productivity and growth in ways Powell and team can’t easily model.
  

So far, none of these yellow flags are red lights just yet. The data says the AI engine is still revving: enterprise AI spending is accelerating, not slowing, and consumers are still captivated by AI-enhanced products. 

In summary, the AI boom is rewriting the rules … for now. Tech titans are defying gravity, and a broad swath of “pick-and-shovel” companies are thriving in their slipstream. If you stay informed and selective, you can ride this exponential trend while managing the risks. 

Don’t let unfounded bubble fears scare you away from what could be the defining investment story of the decade. As always, do your homework, position size wisely, and keep an eye on the data.

For deeper insights and specific stock ideas, check out the full discussion with on our latest Being Exponential podcast. We unpack dozens of AI stock picks – from rare earth miners to software standouts – and map out exactly how to play the next leg of this AI hypergrowth cycle. It’s a must-listen for anyone looking to navigate the opportunities (and eventual pitfalls) of the AI era

The post The Week Wall Street Misread AI (and the $380B Capex Wave Ahead) appeared first on InvestorPlace.

When �������°�’s favorite economist Ed Yardeni sounds cautious, it’s time to pay attention.

Yardeni is one of Wall Street’s most reliable bulls. But he’s not a pie-in-the-sky optimist – his forecasts are always rooted in data and sound logic. That’s why his latest market analysis caught my attention.

From Yardeni:

There are too many bulls…

The crucial question is whether this rally has already gotten ahead of itself, and if it can continue in the final months of the year.

On Monday, Bloomberg reported on its interview with Yardeni. The economist warned that the S&P could fall 5% from our recent high through December.

Yardeni highlights the same issue I flagged in our Monday Digest – how stretched the S&P is above its 200-day moving average.

Here’s Bloomberg:

After the S&P 500’s roughly $17 trillion rebound, key market technicals are nearing historic extremes, with the S&P 500 trading as much as 13% above its 200-day moving average, a wide spread that traditionally suggests a rally has gotten overextended, [Yardeni] says.

Meanwhile, the big money – hedge funds and institutional investors – appear to be taking some AI/tech chips off the table.

This is important because AI/tech have been doing the heavy lifting of this bull run since 2022. Research from JPMorgan finds that AI-related stocks account for 75% of S&P 500 returns, 80% of its earnings growth, and 90% of capital spending growth since 2022.

So, when the smart money starts trimming exposure to the same sector that’s powered this rally, we should take note.

Here’s CNBC from yesterday:

Big investors don’t like tech too much right now.

Data compiled by Bank of America shows hedge funds and other large investors are dumping tech stocks at the fastest pace since July 2023.

As I write on Thursday, more of those chips are flying off the table. The Nasdaq is leading the three major indices lower (off nearly 2%) as investors cut exposure to high-valuation tech.

Unlikely.

So far, this has the makings of a breather, not a bear.

Now, perhaps it will be a gasping, hands-on-the-knees, just-sprinted-a-race breather, but just a breather nonetheless. So, we’re not interpreting this as the time to pack up and exit the market.

For more, let’s go to our technology expert, Luke Lango. From his Tuesday Daily Notes in Innovation Investor:

We will get a ~10% pullback in the next 12 months. Maybe multiple.

But that doesn’t mean get out of the market.

This whole thing about avoiding stocks because of extended valuations is a myth.

Did you know that, going back to 1990, the S&P 500 historically produces much better returns across nearly all time-frames when it is trading at an extended valuation?

That is, when the S&P 500 is trading north of 25X forward earnings (like it is today), it produces better forward 3-, 6-, and 12-month returns, on average, versus when the S&P 500 is trading at a “normal” valuation.

Here’s Luke’s data:

I often stress the importance of having a plan for your stocks. After all, investment plans are how we protect ourselves from emotion-based decisions that can derail our investment goals.

And at the heart of any plan you’ll find one thing – conviction.

Short-term volatility is irrelevant for the long-term, high-conviction holds that will be your portfolio’s bedrock for years to come. If a double-digit decline hits these stocks, your default response should be to consider buying more at discount prices.

But short-term volatility is highly relevant for purely opportunistic trades. Here, a double-digit decline could trigger a “sell” to protect your trading capital – even more so if you’re using leverage.

Trouble comes when we blur the line between conviction and speculation – treating trades like investments or vice versa.

But we potentially leave money on the table if we assume that short-term trades can’t generate returns that would seem to come from long-term hold periods…

As regular Digest readers know, Louis is one of Wall Street’s most respected quantitative investors. He’s built his career on high-conviction stocks anchored in fundamental strength.

In recent months, his market research has led him to quantum computing, a breakthrough with massive economic and investment consequences.

From Louis on Tuesday:

I believe we’re standing at the start of another transformation.

Quantum computing could do for the next decade what the microchip did for the last fifty years.

Back in February, Louis pointed his subscribers toward one way to play it – quantum company Rigetti Computing (RGTI). Since then, RGTI is up about 213%.

However, while quantum and RGTI might be the next Nvidia, they are also highly volatile. Quantum technology is still in its infancy, so wild price swings in the associated stocks are normal – and should be expected going forward.

Depending on your personal financial situation and/or time to retirement, you might love the quantum theme but not be in a position to treat it as a high-conviction hold due to that volatility.

And that’s where Louis just handed off the baton to veteran trader Jonathan Rose, the latest addition to our InvestorPlace family.

From Louis:

Jonathan and I both watch the same trends shaping the market, but we approach them from very different angles.

While I look for strong fundamentals and institutional buying pressure that can lift a stock over months or years, Jonathan looks for where traders are positioning their money right now.

As to RGTI, Jonathan recently recommended a trade on it.

The official return clocked in at 233%… in just four days.

That’s a have-your-cake-and-eat-it-too outcome – a long-term high-conviction return with short-term speculative hold period.

If you’re nervous about today’s market and its stretched tech valuations, we offer this up as a way to participate in the upside while reduced time in the market limits your downside.

Back to Louis:

Same story. Different playbook.

That’s what makes Jonathan’s approach such a powerful complement to mine.

This coming Monday, November 10^th, at 1 PM ET, Jonathan is holding his Profit Surge Event. He’ll dig into how he trades the market, joined by Louis – as well as Luke and �������°�.

Our three experts will talk more about how their market approaches overlap, and how Jonathan’s specific approach can potentially boost gains by 500% or more on the very same ideas that Louis, Luke, and Eric track.

More importantly, Jonathan will detail how easy – yet financially game-changing – it is to begin using his trading approach alongside your standard buy-and-hold portfolio.

From Jonathan:

I built a community where apprentice traders strip away the noise and focus on what works: strategy, structure, and execution.

Hundreds have gone through my program – some went on to trade full-time, others launched their own firms.

But what drives me most is that a-ha moment when someone realizes, “I can actually do this.”

One of my favorite stories is from a member named Mycha. He’d never traded before joining my program. But he came in with an open mind and a notebook full of questions.

Within three months, he was booking gains of 710% and 2,850% on trades he never would’ve taken before.

I’ll note that when you sign up for the Profit Surge Event, you’ll get three free stock ideas from our experts (including Louis’ latest quantum pick).

Back to Jonathan:

If you’ve ever wanted to trade with the confidence of a floor veteran – without the chaos, the caffeine, or the knot in your stomach – this is your moment.

Click here to sign up for my Profit Surge Event today.

Sentiment remains mostly skeptical.

While that sounds contradictory to Yardeni’s characterization of the market being stretched to the upside, Tom Lee, head of research at Fundstrat Global Advisors, resolves the tension in saying that this is “still the most hated rally.”

From Lee last month:

Investors are acting like we’re in a bear market, yet the market’s up 13% year to date.

So, I would call that the most hated V-shaped rally.

Bull markets seldom die amid caution, defensiveness, and loads of commentators opining about a bubble. They usually end in a blaze of euphoria, when overconfident investors are caught off guard by the bear’s sudden return. Today’s pessimism suggests those bearish conditions aren’t here – yet.

So, for now, skepticism remains the market’s quiet fuel – and as long as it does, we’re betting on higher prices ahead, volatility and all.

Have a good evening,

Jeff Remsburg

The post A Market Bull Just Turned Cautious – What It Means appeared first on InvestorPlace.

Today, Jonathan is back with a look at one of the most under-the-radar stories on Wall Street right now: the critical materials powering the AI and energy revolutions.

What he’s uncovered isn’t another headline tech stock… it’s the hidden trade behind them, one that recently handed his readers gains as high as 700%.

You’ll see exactly how he did it in his essay below – and next week, Jonathan will join me, �������°� and Luke Lango to show you how to use this same approach to amplify your gains by up to 10X during The Profit Surge Event on November 10 at 1 p.m. Eastern.

Reserve your free seat here. And keep reading for Jonathan’s special report…

***

Whenever the holidays come around, someone corners me at a party and asks me the same question:

What’s your biggest trade idea right now?

I know what they expect to hear. Some hot new AI stock.

Maybe, “the next Nvidia is going to be ….”

But what I tell them is the same thing I share with thousands of traders every day: Don’t chase the headlines!

Instead, you should own the critical materials that every breakthrough depends on.

These materials are so central to running everything from AI and quantum computing to smartphones and gaming consoles that global resource wars are being fought over them. They’re powering some of the most consequential tech since Apple Inc. (AAPL)introduced the iPhone.

Here’s the kicker: Most investors have never owned them directly.

Most retail traders see headlines about the latest device moving markets. So they go all-in and buy the name on the tin — Apple, Alphabet Inc. (GOOG), Tesla Inc. (TSLA), you name it.

That mindset misses the full story.

My mission over the last 20+ years has been to uncover the biggest investment stories hiding in plain sight. Whether I was making markets at the Chicago Mercantile Exchange or managing risk for one of the country’s biggest prop firms, I’ve always carried the same mantra:

Education mitigates risk.

We’re only as good as the intel we get — and when we don’t see the whole picture, we get swept up in the noise.

Back in 2011, I worked as a market maker on the floor of the CME. The market was buzzing about smartphones and EVs.

At the time, Tesla was a money-losing startup, yet traders were obsessed with EV hype. But as a CME market maker, I saw something deeper — a rush among automakers and tech giants to secure the minerals those batteries required.

That’s when I had my “a-ha” moment.

While retail traders chased Tesla, Apple, and Microsoft Corp. (MSFT), the smart money was piling into miners like FMC Corp. (FMC) and Albemarle Corp. (ALB).

These companies supplied the raw materials powering every device — and both saw unusual trading activity months before retail investors even noticed.

That’s when I realized the real boom wasn’t in the gadgets… it was in the ground.

I made a significant amount of money on stocks like these. And with AI and other technologies more at the forefront than ever, those stocks are still very much in play today.

These major suppliers — and the way I trade them — should be on everyone’s radar.

So, in this report, you’ll see three things:

Take a look…

How We Profited From Critical Minerals Alongside the Smart Money

Retail traders often look at the right trends through the lens of the wrong stocks.

They buy shares of Meta Platforms Inc. (META) when they should be buying the stocks driving Meta’s AI chip build-out.

They buy Nvidia Corp. (NVDA) to capitalize on AI chip proliferation – but they know nothing about the key suppliers that provide the minerals the company needs to build its products.

That’s the trap. The noisiest names suck up all the oxygen while the smaller players with room to run hide in plain sight.

Let’s go back to critical metals — specifically rare-earth elements. These materials go into everything from the latest AI-equipped chips to EV batteries and drones.

The face of these technologies? Meta, Microsoft, Tesla.

The back end? A completely different story.

China dominates the rare-earth supply chain, which means many key producers are either offshore or so under-the-radar that most traders have no clue they exist.

Institutional traders can see the whole field. We understand how supply-chain bottlenecks and defense-contract allocations move markets — and we spot “hidden” government actions before they hit the headlines.

That’s what happened earlier this year when the Pentagon moved to shore up America’s rare-earth capacity. It committed roughly $400 million in preferred equity to a little-known mining company called MP Materials Corp. (MP).

We’d tracked the rare-earth space for months. Weeks before the Pentagon announcement, unusual trading activity hit the tape — so we entered MP on June 30.

When the Pentagon funding hit on July 9, the news sent shockwaves through the market. By the next morning, MP was already sprinting — ultimately more than doubling from our entry.

By July 15, MP’s shares had jumped by about 75%. However, we exited our trade for roughly 700% gains.

A few months later, we closed two legs of another critical-minerals trade — this time in Albemarle, the largest U.S. lithium producer.

On September 9, unusual activity hit lithium names, so we entered ALB.

Weeks later, the Department of Energy announced plans to take equity stakes tied to Lithium Americas Corp.’s (LAC)Thacker Pass project — soon to be one of North America’s biggest lithium sources. Almost simultaneously, China added new export restrictions on rare earths and lithium-ion batteries.

The sector ripped, ALB included.

On October 9, our exit signal triggered. We closed two legs for gains of ~140% and ~659%. This is what it looked like inside my trading community…

That’s the sort of results my style of trading can produce. And those are just two recent examples.

Why I’m a Results Guy — Not Just a Trades Guy

Here’s a secret most investors never learn: The kind of trading I do isn’t complicated or reserved for Wall Street insiders.

If you’ve ever bought a stock because you thought it was going higher, you already understand the foundation. You’re simply betting on direction — but doing it strategically.

I’ve traded everything from stocks and ETFs to futures and volatility products, and the principle never changes: Follow the flow. Every bit of volume tells a story. When you can see what the smart money is buying, results follow.

That’s why I call myself a results guy.

We’re all trying to grow our accounts — my job is to show you the most efficient, repeatable, and rewarding way to do it.

That 700% gain on MP Materials wasn’t luck.

It was grounded in fundamentals: insider activity, policy shifts, and data we tracked in real time.

And I want every reader to feel empowered to trade the same insights I use daily.

To do so, join me Monday, Nov. 10 at 1 p.m. ET for The Profit Surge Event, a free broadcast where I’ll show how my trading system can amplify the stock gains �������°�, �������°�, and Luke Lango are already delivering — sometimes by 10X or more. (Sign up for that event by going here.)

You’ll get three free stock picks immediately for signing up, plus I’ll reveal three trades I’m targeting around their newest recommendations — opportunities I believe could be home runs based on my market data and the unusual activity I’m tracking right now.

Click here to reserve your free seat for The Profit Surge Event.

Remember, the creative trader wins,

Jonathan Rose

Founder, Masters in Trading

The post The Global Resource War Wall Street Doesn’t Want You to Know �������°� appeared first on InvestorPlace.

I get the same question at every family function, dinner party – you name it…

People love to ask me what’s my biggest trade idea of 2025.

They see me jumping on my daily webcast Masters in Trading LIVE every day to talk markets and the biggest opportunities I’m picking up. And they want the inside scoop on the next sector to pop.

In the past, I’ve pointed out how drones, quantum computing, and even nuclear energy are changing the game for investors. And I still hold firm that these sectors are leading the markets right now.

But just like with any big trend, the headlines can be misleading.

The biggest investable assets propping up everything from drones to AI and the latest smartphones?

They carry more value for investors right now than the noisiest large caps out there.

And the components they make? They’re absolutely essential.

Think materials so small and central to running everything from AI to smartphones and gaming consoles that global resource wars are being fought to control access to them as I write to you.

They’re powering some of the most consequential tech since Apple introduced the iPod and iPhone.

And here’s the kicker – I’m willing to bet almost no one reading this has ever directly invested in these companies.

Look, most retail traders see headlines about the latest device moving markets. So they go all-in and buy the name on the tin. Apple, Google, Tesla, you name it.

But here’s the problem with what I like to call the retail investing mindset: You don’t get the full story.

I should know. My mission over the last 20+ years has been to uncover the biggest investment stories hiding in plain sight.

Whether I was making markets at the Chicago Mercantile Exchange (CME) or managing risk for one of the biggest prop firms in the country, I’ve always carried the same mantra in my head: Education mitigates risk.

We’re only as good as the intel we get. And when we don’t see the whole picture, we usually get swept up in the market noise.

Back in 2011, I worked as a market maker on the floor of the CME. And the markets were all abuzz over things like smartphones, EVs, and much more.

I watched as some of the biggest trends in tech fueled one of the most powerful bull markets in a generation.

Actually, I didn’t just watch from the sidelines – I was setting prices and making trades using the kind of inside-baseball intel only options traders like me have access to.

It was my job to spot the biggest market trends before they took off.

Today, my greatest joy comes from showing readers like you how to gain an edge on Wall Street.

And in just four days, I’m laying it all out on table with one of the best under-the-radar stock opportunities I’ve just spotted.

It’s all in a special webinar I’m putting on called The Profit Surge Event. You can click here to sign up and reserve your spot.

But before you do, I want to show you exactly how my approach could help you 10X and even 20X your portfolio in mere months.

So let’s get back to that one under-the-radar, market-altering moment that changed the course of everything for me. I promise it’s worth your time.

The Resource Play Nobody Saw Coming

It all comes back to a familiar name that some of you have probably traded at some point.

Back in 2011, Tesla (TSLA) was a newly public company with a lot to prove.

It was still essentially a start-up living on borrowed cash. No huge profits to speak of and still a lot to prove.

An IPO valued at just under $2 a share. No major product like the Model 3 yet in development to drive profits back to early investors.

That’s exactly how most retail traders encountered the stock. It was overhyped. And it was a name you couldn’t seem to escape.

Just as today, Musk and Tesla were dominating headlines. Funny how some things never change.

But as a market maker, my job was to dig way below the surface. To uncover the larger trendline – the bigger market play – that was bolstering stocks like Tesla.

So while EVs may have seemed hyped to hell back in 2011…

It didn’t matter. A larger industrial – and institutional – shift was already underway sparked not just by EVs, but smartphones, wearables, and a whole litany of other devices we use everyday.

Wall Street Is Hiding These Stocks From You

I dug into Tesla’s financials, looking up their biggest contract partners.

Those EV battery supply chain insights told me Tesla was in a rush for resources to power its cars.

But it didn’t just tell me that.

I started seeing the same pattern among not just EV makers like Tesla, but a whole range of legacy auto giants, tech companies, cell phone carriers, and many more.

Everyone was in a rush to secure the key resources needed to build out their key products.

And that’s when I had my very own “ah-ha” moment…

EV and tech stocks sounded simple to most retail traders. And those were the most visible names.

But the real players moving markets were the miners. The lithium extractors. The cobalt suppliers. The graphite miners.

Institutional traders like me knew which mines had actual production capabilities vs. exploration plays.

And we could see the massive volume flowing into a handful of stocks right as the push to secure these key resources was coming to the fore.

All eyes were on players like Microsoft and Apple.

But the options market was in an absolute frenzy over stocks like FMC and Albemarle. Both saw unusual call activity months before retail had the chance to pile in.

I made moves on stocks like Albemarle. Any big suppliers flying under the radar were fair play.

I like to call these stocks Wall Street’s best-kept secrets.

And here’s the thing – those stocks are still very much in play today.

Now, here’s where my Masters in Trading community comes in…

This like-minded community of traders that I teach the fundamentals of my strategy? They’re absolutely banking on trades like these.

That smart money intel just handed us an all-timer with Albemarle (659% gains).

So, would I recommend Tesla right now? No.

But those major suppliers should be on everyone’s radar.

And it doesn’t just end with names like ALB and MP…

How We Profited From MP Materials Alongside the Smart Money

Let me clue you into something: Retail traders tend to look at the right trends through the lens of the wrong stocks.

It’s why they buy shares of Meta when they should be buying the stocks driving Meta’s AI chip build-out.

It’s why retail traders buy Nvidia to capitalize on chip proliferation – but they know nothing about the key suppliers providing the minerals Nvidia needs to build its products.

That’s the bait and switch of the stock market. The noisiest stocks suck up all the oxygen. But the smaller players with room to run? They’re hiding in plain sight for most.

That’s where my expertise really shines. And the insights I’ve handed my viewers are just as powerful as ever.

Let’s go back to metals. I’ve already mentioned how lithium and graphite are igniting a modern-day supply chain crunch.

Well, it’s not just those materials that are so essential. Materials like copper, platinum, palladium, and more are the backbone of the modern mineral supply chain.

Each material goes into everything from the latest AI-equipped chips to EV batteries and drones – you name them, these materials are essential.

The face of these technologies? Companies like Meta, Microsoft, Tesla, Lucid, and on and on.

But on the back end? It’s a different story.

China controls about 97% of rare earth supply. That means many of the major players providing materials are either offshore and uninvestable – or they’re under-the-radar stocks that most traders don’t have a clue about.

Most retail traders might find the clear lack of a “winner” in the pack overwhelming.

But institutional traders can see all the cards laid out.

We understand how supply chain bottlenecks and defense contract allocations can affect the movement of markets. We also spot moves from the federal government that fly under the radar.

That’s exactly what happened when the Pentagon poured millions into a little-known mining stock called MP Materials.

The Defense Department was looking to shore up its domestic rare earth supply chain. That resulted in government contracts being awarded quietly to small miners like MP.

And that set off massive call buying that sent the stock through the roof just a few months ago.

We’d been watching the deep-sea mining space for months now. Long before the government stepped in, we’d opened a position in that little-known rare earth company on June 30.

When the Department of Defense dropped a $400 million preferred equity investment into MP Materials on July 9, the news sent shockwaves through the industry.

And it handed out monster gains like they were penny candy…

The next morning the stock was on its way to a double from where we got in — great!

Why I’m a Results Guy – Not Just an Options Guy

Let me tell you a secret I wish more investors knew:

Options aren’t some mysterious, overcomplicated vehicle reserved for Wall Street elites.

I get it. Even veteran investors start digging into straddles, strangles, iron condors, calendar spreads, and butterflies – only to get overwhelmed and retreat back to the comfort of just buying stock.

But here’s the secret: Options trading like I’ve shown you isn’t that complex.

If you’ve ever bought a stock because you thought it was going higher, then you already understand the core idea behind every options trade.

You’re simply placing a bet on where an asset is going – and trying to grow your account along the way.

This is what I’ve been doing for nearly 30 years. And what I’ve helped tens of thousands of others do too.

I’ve traded just about everything – stocks, ETFs, futures, yield curve spreads, volatility products, you name it.

And the best part about options? They’re totally transparent.

Those gains with MP? That early call on the EV supply chain?

Each of those calls was possible because we can see in real time what options traders are buying.

Every bit of call volume is totally visible. Every move, predictable.

That’s why options are such a huge part of my approach here at Masters in Trading.

I’ve always thought of myself as a “results guy.”

The way I see it – whether it’s stocks or options – the goal is the same:

We all have an account we’re trying to grow over time. My job is to help you find the most efficient, strategic, and rewarding way to do that.

That 700% gain on MP Materials? It’s not about getting lucky.

It’s all based on real fundamentals: insider activity, policy shifts, and deep research shared with the community before the breakout.

And just like I mentioned at the top, I want any one reading this to feel like empowered to trade the same insights I use every day.

It’s all in The Profit Surge Event I’m hosting on November 10^th at 1 PM EST. I would love for anyone who’s interested to sign up right here and join me.

I plan to go even deeper with the insights I’ve given you here. And I’m even sharing my new, big trade idea that you won’t want to miss. It’s based on the smart money’s playbook. And it represents one of the strongest investment ideas over the next decade.

So just click here to sign up and watch my special presentation.

Remember, the creative trader wins,

Jonathan Rose

Founder, Masters in Trading

The post The Materials Smaller Than Your Phone Worth More Than Apple appeared first on InvestorPlace.

Jonathan has spent nearly three decades trading everything from equities to futures, helping everyday investors spot the kind of institutional money flows that drive the market’s biggest moves. In this special issue, he reveals how the same smart-money signals that once guided his trades at the Chicago Mercantile Exchange are helping him uncover enormous opportunities in the critical materials fueling the AI, EV, and energy revolutions.

Jonathan, Louis, Luke and I will be joining forces for The Profit Surge Event on Monday, November 10 at 1 p.m. ET to show you how to magnify these kinds of gains — sometimes by 10X or more. Click here to reserve your free seat now.

Take it away, Jonathan…

Whenever the holidays come around, someone corners me at a party and asks me the same question:

What’s your biggest trade idea right now?

I know what they expect to hear. Some hot new AI stock.

Maybe, “The next Nvidia is going to be ….”

But what I tell them is the same thing I share with thousands of traders every day: Don’t chase the headlines!

Instead, you should own the critical materials that every breakthrough depends on.

These materials are so central to running everything from AI and quantum computing to smartphones and gaming consoles that global resource wars are being fought over them. They’re powering some of the most consequential tech since Apple Inc. (AAPL) introduced the iPhone.

Here’s the kicker: Most investors have never owned them directly.

Most retail traders see headlines about the latest device moving markets. So they go all-in and buy the name on the tin — Apple, Alphabet Inc. (GOOG), Tesla Inc. (TSLA), you name it.

That mindset misses the full story.

My mission over the last 20+ years has been to uncover the biggest investment stories hiding in plain sight. Whether I was making markets at the Chicago Mercantile Exchange or managing risk for one of the country’s biggest prop firms, I’ve always carried the same mantra:

Education mitigates risk.

We’re only as good as the intel we get — and when we don’t see the whole picture, we get swept up in the noise.

Back in 2011, I worked as a market maker on the floor of the CME. The market was buzzing about smartphones and EVs.

At the time, Tesla was a money-losing startup, yet traders were obsessed with EV hype. But as a CME market maker, I saw something deeper — a rush among automakers and tech giants to secure the minerals those batteries required.

That’s when I had my “a-ha” moment.

While retail traders chased Tesla, Apple, and Microsoft Corp. (MSFT), the smart money was piling into miners like FMC Corp. (FMC) and Albemarle Corp. (ALB).

These companies supplied the raw materials powering every device — and both saw unusual trading activity months before retail investors even noticed.

That’s when I realized the real boom wasn’t in the gadgets… it was in the ground.

I made a significant amount of money on stocks like these. And with AI and other technologies more at the forefront than ever, those stocks are still very much in play today.

These major suppliers — and the way I trade them — should be on everyone’s radar.

So, in this report, you’ll see three things:

Take a look…

How We Profited From Critical Minerals Alongside the Smart Money

Retail traders often look at the right trends through the lens of the wrong stocks.

They buy shares of Meta Platforms Inc. (META) when they should be buying the stocks driving Meta’s AI chip build-out.

They buy Nvidia Corp. (NVDA) to capitalize on AI chip proliferation – but they know nothing about the key suppliers that provide the minerals the company needs to build its products.

That’s the trap. The noisiest names suck up all the oxygen while the smaller players with room to run hide in plain sight.

Let’s go back to critical metals — specifically rare-earth elements. These materials go into everything from the latest AI-equipped chips to EV batteries and drones.

The face of these technologies? Meta, Microsoft, Tesla.

The back end? A completely different story.

China dominates the rare-earth supply chain, which means many key producers are either offshore or so under-the-radar that most traders have no clue they exist.

Institutional traders can see the whole field. We understand how supply-chain bottlenecks and defense-contract allocations move markets — and we spot “hidden” government actions before they hit the headlines.

That’s what happened earlier this year when the Pentagon moved to shore up America’s rare-earth capacity. It committed roughly $400 million in preferred equity to a little-known mining company called MP Materials Corp. (MP).

We’d tracked the rare-earth space for months. Weeks before the Pentagon announcement, unusual trading activity hit the tape — so we entered MP on June 30.

When the Pentagon funding hit on July 9, the news sent shockwaves through the market. By the next morning, MP was already sprinting — ultimately more than doubling from our entry.

By July 15, MP’s shares had jumped by about 75%. However, we exited our trade for roughly 700% gains.

A few months later, we closed two legs of another critical-minerals trade — this time in Albemarle, the largest U.S. lithium producer.

On September 9, unusual activity hit lithium names, so we entered ALB.

Weeks later, the Department of Energy announced plans to take equity stakes tied to Lithium Americas Corp.’s (LAC) Thacker Pass project — soon to be one of North America’s biggest lithium sources. Almost simultaneously, China added new export restrictions on rare earths and lithium-ion batteries.

The sector ripped, ALB included.

On October 9, our exit signal triggered. We closed two legs for gains of ~140% and ~659%.

Thie is what it looked like inside my trading community…

That’s the sort of results my style of trading can produce. And those are just two recent examples.

Why I’m a Results Guy — Not Just a Trades Guy

Here’s a secret most investors never learn: The kind of trading I do isn’t complicated or reserved for Wall Street insiders.

If you’ve ever bought a stock because you thought it was going higher, you already understand the foundation. You’re simply betting on direction — but doing it strategically.

I’ve traded everything from stocks and ETFs to futures and volatility products, and the principle never changes: Follow the flow. Every bit of volume tells a story. When you can see what the smart money is buying, results follow.

That’s why I call myself a results guy.

We’re all trying to grow our accounts — my job is to show you the most efficient, repeatable, and rewarding way to do it.

That 700% gain on MP Materials wasn’t luck.

It was grounded in fundamentals: insider activity, policy shifts, and data we tracked in real time.

And I want every reader to feel empowered to trade the same insights I use daily.

To do so, join me Monday, Nov. 10 at 1 p.m. ET for The Profit Surge Event, a free broadcast where I’ll show how my trading system can amplify the stock gains �������°�, �������°�, and Luke Lango are already delivering — sometimes by 10X or more. (Sign up for that event by going here.)

You’ll get three free stock picks immediately for signing up, plus I’ll reveal three trades I’m targeting around their newest recommendations — opportunities I believe could be home runs based on my market data and the unusual activity I’m tracking right now.

Click here to reserve your free seat for The Profit Surge Event.

Remember, the creative trader wins,

Jonathan Rose

Founder, Masters in Trading

The post Wall Street Is Hiding These Stocks From You appeared first on InvestorPlace.

After reporting third-quarter earnings last week, Alphabet (GOOGL) and Amazon (AMZN) soared on surging AI demand, while Microsoft (MSFT) and Meta (META) slipped due to ballooning capital costs. It seems traders can’t decide whether to cheer the growth or fear the bill.

Indeed, as Big Tech’s capex spending outpaces sales, we’re seeing an ‘AI overbuild’ narrative taking hold.

But if you zoom out, the same “AI ROI” debate spooking investors is what’s fueling the next leg of the boom.

In the AI economy, capital spending is the top of the funnel. When the Big Four open the tap, every layer of the AI stack – from silicon to software – gets drenched.

Now that spigot is wide-open. And that torrent is far-reaching…

Why the AI Capex Flywheel Keeps Turning

When Big Tech spends $500 billion a year, that money cascades through the entire AI economy – from chipmakers like NVIDIA (NVDA) and �������°� (�������°�) to power and cooling suppliers like Vertiv (VRT) and Bloom Energy (BE)… and the countless software, automation, and robotics firms building on top of that infrastructure.

Every chip fab expansion, every cooling unit installed, every transformer upgraded all ties back to this capex supercycle.

That’s why we call it a supercycle, after all. It’s no temporary cash surge. It’s an ongoing restructuring of the world’s compute infrastructure, as big as the shift from mainframes to PCs, or from on-premises servers to the cloud.

Wall Street tends to panic about “AI fatigue.” That’s why, every time a company mentions ‘ROI uncertainty’ or ‘moderating growth,’ talking heads jump to the same conclusion: the boom is over.

But the numbers tell a different story.

Meta, Microsoft, Alphabet, Amazon – each is raising their spending.

If the companies with the best data, the most customers, and the deepest visibility into global AI demand are all deciding to ramp capex by 34% next year, that’s a flashing neon sign that the AI economy is accelerating.

Let’s do the math.

Capex Is the Fuel That Powers the AI Economy

Big Tech’s new spending plans make last year’s ‘AI splurge’ look small.

Based on the new commentary and updated capex plans from all four companies, here’s what our analysis suggests the spending picture looks like:

Estimated Capex

• Microsoft: $90 billion
• Meta: $71 billion
• Alphabet: $92 billion
• Amazon: $125 billion

Total: �������°� $380 billion

• Microsoft: $140-plus billion
• Meta: $110-plus billion
• Alphabet: $110-plus billion
• Amazon: $150-plus billion

Total: $510-plus billion (34% year-over-year growth)

In other words, the Big Four are on track to spend more than half a trillion dollars on AI infrastructure next year.

To put that in perspective, that’s larger than the GDP of Sweden or the combined annual defense budgets of every NATO country (excluding the U.S.).

It’s an investment tsunami; and every AI chipmaker, data center operator, and software platform is riding the wave.

To see what this supercycle really looks like, follow the money – straight to the Big Four driving it.

Breaking Down the Numbers Behind the AI Capex Boom

Microsoft: Building the Grid for the AI Age

Let’s start with the biggest name in the game.

Microsoft’s earnings message was simple: demand for AI compute is outpacing supply, and the company is spending aggressively to close that gap. 

This past quarter, its Azure AI infrastructure grew another 20%, with OpenAI demand alone consuming massive capacity. And it hinted that this supply-demand imbalance could persist. CFO Amy Hood said that the firm expects “to be capacity constrained through at least the end of our fiscal year.”

Translation: Microsoft isn’t even close to slowing AI spend.

Its $90 billion capex target for 2025 represents one of the most aggressive infrastructure buildouts in corporate history. And if CEO Satya Nadella’s tone on the call was any indication, 2026 will make that look small. 

The company’s AI product adoption – from Copilot to Azure OpenAI – is accelerating, and every additional enterprise deployment means more GPUs, more networking, more power… more everything.

Microsoft isn’t just participating in the AI revolution. It’s building the grid that powers it.

Amazon: The Quiet Engine of the AI Cloud

Amazon is turning its AI infrastructure into a profit engine hidden in plain sight, quietly capturing the lion’s share of AI workloads – and doubling capacity to keep up.

AWS’ backlog exploded last quarter, growing to over $200 billion, and the company signed more AI cloud deals in October than in all of Q3 combined. Amazon has quietly doubled its total compute capacity since 2022, yet demand is still exceeding supply.

To keep up, it aims to keep building – data centers, chips (Trainium, Inferentia), and its new AI-as-a-Service offerings like Bedrock and AgentCore. Capex is expected to exceed $150 billion next year; and that’s before factoring in the company’s next wave of regional data centers in Asia and the Middle East.

Instead of just riding the AI wave, it looks more like Amazon is trying to own the ocean.

Alphabet Bets Big on AI Infrastructure Expansion

Alphabet’s story was equally telling.

After spending the better part of a decade optimizing its balance sheet, Google has shifted gears into a capital-intensive mode not seen since the birth of YouTube. CEO Sundar Pichai described AI as “the most profound platform shift in our lifetimes” and said that conviction is now showing up in the numbers.

After revising capex estimates upward for the third time this year, the company expects spending will stay elevated as it expands data center capacity to support Gemini, Vertex AI, and its cloud customers. Google’s tone was matter-of-fact: this is a long-term build, and the returns will compound over time. Just as with Microsoft, the implication is clear: spend now, monetize later.

Meta: All-In on the AI Arms Race

Then there’s Meta.

Mark Zuckerberg dropped any pretense of moderation. The company raised its full-year capex outlook again and signaled that 2025 and ’26 will bring even larger jumps as it builds out “AI-centric data centers” for its open-source Llama models, recommendation engines, and generative content systems.

This shift is staggering. Two years ago, Meta was spending about $30 billion annually. By 2026, it’ll be north of $110 billion – almost a 4x increase. That’s not “steady investment.” That’s an AI arms race.

And Zuckerberg isn’t just talking about productivity tools. He’s laying the hardware and compute foundation for an AI-first era – one that could incorporate the original metaverse vision on a broader scale. With Meta’s capex now overwhelmingly focused on AI infrastructure, the old ‘Reality Labs burn-rate’ narrative is evolving…

Which is why investors shouldn’t fear the spending spree. It’s the clearest signal yet that the AI boom is far from over.

AI Stocks Are Cooling, But the Supercycle Is Heating Up

Markets are jittery. AI stocks have cooled off. 

But the fundamentals beneath the surface have never been stronger.

With their latest batch of earnings, the Big Four just confirmed that the next leg of the AI Capex Supercycle is about to begin. That means more orders for chipmakers, more demand for data center builders, more power deals, more cooling systems, more software running on top.

The entire AI ecosystem will see another surge of capital, profits, and stock price growth.

So, when you see the headlines about AI slowing down, remember to take the 400-foot view. The companies actually writing the checks – Microsoft, Alphabet, Meta, Amazon – are signaling the opposite.

Take advantage of today’s market weakness. Buy the dip. This supercycle is just getting started.

In fact, the next wave is already forming – and it’s not staying on a screen.

Across factories, warehouses, and hospitals, intelligent machines are stepping off the server racks and into the real world. These systems run on the same algorithms powering Big Tech’s profits – only now, they’re reshaping entire industries.

It’s the natural extension of the AI Capex Boom – and where we see the next 10x opportunity emerging…

Discover the top plays to stake an early claim in the AI-robotics surge.

The post The AI Boom That Won’t Quit: Big Tech’s $500 Billion Spending Spree appeared first on InvestorPlace.

Yesterday, voters in New York City didn’t just elect a new mayor – they voted for a new economic model that could soon spread nationwide and directly affect your wealth.

If you missed it, democratic socialist Zohran Mamdani beat Andrew Cuomo and Curtis Sliwa to take the helm in the Big Apple.

Mamdani’s platform featured:

He says he’ll pay for these policies by raising the corporate tax rate to 11.5% and adding a flat 2% income tax surcharge on New Yorkers who make more than $1 million per year.

For context, according to Apartments.com’s standard of living calculator, a $1 million salary in Manhattan is comparable to $402,676 in Cleveland.

Mamdani’s victory wasn’t just a local win – it was a referendum on frustration, inequality, and economic anxiety. And it’s a sign of something bigger brewing across the country.

Now, let’s switch gears to something that seems unrelated at first.

Here are a handful of headlines from the last few weeks:

• “AI Destruction of Millions of Jobs Begins”– Yahoo Finance
• “AI is leading to thousands of job losses, report finds”– CBS News
• “The Federal Reserve Finally Admits It: AI Is Impacting the Job Market”– AI Marketing Institute
• “Firms are blaming AI for job cuts. Critics say it’s a ‘good excuse’”– CNBC
• “AI-driven layoffs are shrinking the job market for recent grads”– Fortune

While Mamdani’s victory and AI-related job losses appear unrelated, they’re part of the same story…

A rising tide of economic displacement, now turbocharged by AI… the political/social reckoning that’s going to follow… and the impact on our nation’s economy – and your portfolio.

Over the last year, I’ve featured countless stories about Corporate America laying off workers in favor of a robotic workforce and/or AI software that can do the job better, cheaper, and faster.

On Monday, legendary investor �������°�, editor of Growth Investor, highlighted this same issue:

We’re starting to see another troubling trend emerge…

I’m talking about a surge in layoffs.

Here’s a quick summary of recent announcements:

• Amazon: Cut about 14,000 corporate jobs across divisions to “reduce bureaucracy” and increase agility.
• Intel Corporation (INTC): Cutting between 21,000 and 25,000 jobs globally.
• Meta Platforms Eliminated roughly 600 jobs in its AI unit, calling it a streamlining effort.

Overall, more than 100,000 tech jobs have been cut in 2025.

Most firms cite restructuring toward AI, automation and cloud strategies rather than financial distress.

Each announcement sounds isolated, but together, they form a pattern. We could call it the automation of the middle class.

Bottom line: We’re witnessing the early days of a tectonic shift in the American corporate landscape…

It’s the transition from human output to AI output.

If AI replaces people, where does the money go?

To shareholders. To executives. To private equity funds.

Not to labor.

When AI does 30% of the work, that’s 30% in potential labor savings. But those savings only become profits if payrolls shrink, which they are.

As headcounts fall and AI scales, the value that once went to wages flows to the bottom line. This is happening with increasing frequency today, marking one of the most dramatic shifts in the capital/labor balance in modern history.

What it means is significant: The AI dividend won’t be shared by all – just a select few.

In the past, I’ve used the analogy of a billiards table filled with pool balls. Imagine hoisting up a corner of the table so that all the balls roll into a single pocket.

That’s the financial impact of AI on the concentration of global wealth.

AI is lifting the billiards table… the pool balls are global capital… and the one pocket collecting everything belongs to the owners of businesses that effectively harness AI.

The rest – the companies that can’t adapt and the workers replaced by AI/automation – get left behind.

Now, the reality is that this is already happening, and it’s creating a wide and growing “K-shaped” economy.

Let’s go to Fox Business:

America’s wealthiest households are accounting for a growing share of consumer spending as market-driven gains in their net worth fuel a wealth effect…

The top 10% of U.S. households…account for 49.7% of consumer spending – a record since at least 1989, according to the analysis…

These findings come as less affluent households continue to struggle with the effects of persistent inflation, as well as high interest rates that have hit the housing market.

So, how will workers, and larger society, respond?

We’re seeing a preview in New York.

This isn’t just a New York story.

Earlier today, democratic socialist Omar Fateh – nicknamed “Mamdani of the Midwest” – lost the Minneapolis mayoral race, but by a much slimmer margin than many had expected.

Meanwhile, there’s a growing list of aspiring politicians with Mamdani-like agendas, including Kat Abughazaleh, Mallory McMorrow, and Aftyn Behn.

Most significantly, there’s New York Congresswoman Alexandria Ocasio-Cortez, a self-identified democratic socialist, who is speculated as a frontrunner for the 2028 Democratic presidential nomination.

So, where does all this take us?

Macro strategist Jim Bianco put it plainly:

If the current K-Shape inequality is helping to vote socialists into office now, widening the K-Shape risks turning it into a full-blown movement that sweeps the country.

So, what could widen the “K” further?

Two significant contributors will be massive government spending and “cheap money.”

Bianco points to the Fed’s expansion of its Standing Repo Facility (SRF), which is a backdoor form of Quantitative Easing. Without diving into the details, it helps enable endless deficit spending.

Bianco argues that by providing this readily available “cheap money” backstop, the Fed is enabling the government to continue running large deficits and issuing massive amounts of new debt without the market forcing interest rates higher.

Back to Bianco for the economic/social impact:

This “cheap money” will drive higher stock prices and encourage even more government spending, fueling more inflation, widening the inequality gap, and further straining the culture/economy…

The problem is that the Government continues crisis-level spending without a crisis. This is pumping up financial markets and keeping inflation high, worsening inequality, and stressing the culture/economy.

This will encourage an even bigger backlash.

Let’s follow the dynamics:

• Widening economic inequality leads to dissatisfied voters who will put “free” on the ballot…
• The ensuing price tag leads to more debt spending from politicians since higher taxes on the rich alone won’t be enough…
• Which leads to more inflation and fiat debasement…
• Which widens the K-shaped economy as those with assets float while all others sink…
• Meanwhile, the inflation pushes corporations to invest more in AI to cut payroll costs…
• Which widens inequality again…
• Which likely puts “free” on a new batch of ballots…

And what could be the endpoint?

Some form of Universal Basic Income (UBI).

This topic is big enough to be its own Digest. So, I won’t dive into all the details today. But UBI will take government spending to a whole new level.

And if you think we’re years away from that, here’s Business Insider from last week:

A group of Democratic lawmakers wants to test a new kind of social safety net: a monthly paycheck provided by the federal government to spend however you want.

New Jersey Rep. Bonnie Watson Coleman is reintroducing a bill that would offer a cohort of Americans across the country a no-strings-attached monthly payment — enough to cover rent for a two-bedroom home.

The lawmakers said the proposed basic income would not only insulate Americans from economic instability but also from the potential impact of the AI revolution.

If such UBI programs take off, how will they be funded? The money won’t come from thin air (assuming our government doesn’t want to resort to full-scale printing-press debasement).

It will come from taxes levied on the companies using AI most effectively, who have been on the receiving end of all those pool balls – and their investors. More on this in a coming Digest.

Let’s return to Louis for his take:

Today, we find ourselves at a moment I call the “Economic Singularity.”

This is the moment when AI crosses a threshold and makes most human labor economically irrelevant.

We’re past the point of no return. AI is improving itself now. It’s creating its own agents. And writing its own code.

What comes next?

In short, the biggest transformation of wealth and labor in human history…

From a social perspective, if you’re fortunate enough to find yourself in the upper spoke of the “K,” remember that many aren’t. Help where it’s appropriate and where you can.

From an investment perspective, recognize that AI is reshaping the economy and stock market similar to how it’s reshaping the labor market. It will produce many losers, but a handful of massive winners.

Here’s Louis again:

Some will profit immensely in this new age, while others will be left behind. I want you to be one of the folks who prosper.

That’s why I created a free presentation explaining what’s going on and what you can do about it.

I’ll even tell you how you can access my exclusive list of seven companies that are poised to benefit from this shift.

My hunch is we’ll look back on Mamdani’s election not just as a political event, but as a cultural and financial milestone.

The impact of AI is now widening – no longer only shaping what’s happening in the markets, but now also in the ballot booth.

But even with Mamdani’s win, the wealth concentration will only accelerate from here as AI scales. And that means the social, economic, and investment consequences will accelerate as well.

Let’s be ready.

Again, for Louis’ take on what that means in your portfolio, check out his free research video here.

Have a good evening,

Jeff Remsburg

The post NYC Just Sent a Message to Washington – and Wall Street appeared first on InvestorPlace.

“The only problem with market timing is getting the timing right,” the legendary investor Peter Lynch once remarked.

A perpetual but tricky factor, timing is the key to any successful trading strategy. And coupled with timing, my strategy has always been big picture. The technical term is “global macro investing.”

I’ve always started the process by looking at worldwide financial phenomena. That’s the global.

Next, I’m looking for major economic trends that create unique investment opportunities. That’s the macro. Only then do I drill down to find the stocks poised to ride those trends.

For instance, the SPDR S&P Metals and Mining ETF (XME) advanced 20% from August 2019 to January 2020, while several individual stocks in that exchange-traded fund jumped twice as much. This move signaled the beginning of much larger gains to come.

At the time, most major mining and resources stocks were still trading 70% below the highs they reached in 2011. The valuation of the S&P Metals and Mining Select Industry Index was nearly 70% lower than the valuation of the S&P 500.

From a valuation standpoint, resource stocks were never cheaper than they were then.

So, I predicted that the commodity sector was a coiled spring ready to produce shockingly strong results in 2020.

And, this time, I timed the market right…

Macro Trend to Major Gains

I grabbed the copper ring on January 10, 2020, when I recommended Freeport-McMoRan Inc. (FCX) to my Fry’s Investment Report subscribers.

By reputation, Freeport is primarily a copper company. Sounds a bit boring… but a growing percentage of its copper production will come from the company’s new high-tech leaching operations, which can extract copper for less than $1 a pound. That’s about one-third of the company’s typical cost.

Therefore, as Freeport boosts the volume of copper it produces from leaching operations, its average cost of copper production will fall.

Freeport is also leveraged by the AI buildout.

Now, the terms “artificial intelligence” and “copper miner” do not obviously relate to one another. But in the case of Freeport, they do. The technology provides critical input to the new leaching processes Freeport is pioneering.

Freeport began experimenting with AI technologies across its mining operations as early as 2018, when it began testing an AI machine learning model at its Bagdad copper mine in Arizona. This machine learning model uses data from sensors around the mine to “tailor” the ore-processing method to each of the seven distinct types of ore that come from the Bagdad mine.

Since Freeport’s initial testing and refinement of its AI processes proved successful, the company will be deploying them at most of its other mines as well.

The company estimates that systemwide implementation of its AI models would yield an additional 200 million pounds of copper per year, generating about $350 million–$450 million in EBITDA per year.

Moreover, AI may seem like it’s just software — but it’s built on metal.

Data centers are physical organisms: endless copper wiring, aluminum transmission lines, transformers, cooling systems, and precision gold-plated contacts linking server blades and switches. So when copper prices hit a record high after Morgan Stanley projected the largest supply deficit in 22 years, it was the market flashing its brightest warning light in a generation.

Freeport, America’s premier copper producer, sits right at the heart of this supply squeeze. The company recently faced a temporary setback after a September landslide slowed operations at its world-class Grasberg mine in Indonesia — the second-largest copper deposit on Earth and historically its lowest-cost producer thanks to significant gold byproduct output. That event drove a fast 22% selloff as the market price-adjusted for reduced near-term production.

But here’s what matters for investors: The majority of Freeport’s copper production remains fully intact, copper prices are surging to all-time highs, and higher prices dramatically expand margins. With U.S. unit cash costs around $3.37 per pound, every 10% rise in copper prices can lift Freeport’s operating cash margins by nearly 30%.

In other words: A tight supply environment magnifies upside for a producer with leverage to price — and FCX has it.

Since I recommended Freeport back in 2020, my subscribers have cashed in for partial gains of 151.55% and 216.74%. The company is currently up over 200% in my Fry’s Investment Report portfolio.

There’s a reason why I’m telling you all of this today. You now have a chance to get in on macro trends – and gains – like my Freeport recommendation even faster, with shorter-term trades.

Here’s how…

Similar Trends, Traded Differently

My colleague Jonathan Rose, founder of Masters in Trading and one of the most experienced traders on Wall Street, has spent nearly three decades trading everything from equities to futures.

Like me, Jonathan also looks at macro signals. And his trading strategy, which couples real-time order-flow confirmation, has also led him to major success in the commodities market.

Basically, he tracks similar opportunities as I do… but he trades them differently

And with his unique trading strategy, he is able to make rapid gains.

Here’s one such example…

On June 30, Jonathan shared a message inside his private online community that altered the financial lives of many people. He wrote, “We’re seeing a lot of bullish activity in a stock called MP Materials, let’s take advantage of it.” 

If you’re not familiar with MP Materials Corp. (MP), they are the only miner of rare earth minerals in the United States. 

Using his unique trading strategy, Jonathan made 1,234% gains in only 12 days from a combined trade on MP Materials. 

Essentially, in Jonathan’s trading strategy, not only is the “timing right,” but “time is money”…

Time Is Money

I’ve been studying Jonathan’s research closely for a while now.

But I really started to take notice about a year ago after we met at a private investing conference in D.C. We chatted about his unique approach of trading around Wall Street’s hidden bets.

His strategy is a brilliant one that uncovers big trade setups. And his screener, which helps uncover what he calls “unusual Wall Street activity,” is his ultimate edge.

In his trading strategy, time really is money. So, the faster you can exploit these opportunities, the faster you can compound any of your gains. It’s not guessing, and it’s not patterns; it’s math and transparency. He is simply following real money in real time.

This is why Jonathan’s track record is so impressive.

There’s no one else in this space who’s applying his unique approach. He’s at the top of my list of people you should be following if you’re a trader.

And on Monday, November 10, at 1 p.m. Eastern time, Jonathan is joining me, growth investing legend �������°�, and technology investing ace Luke Lango at our upcoming Profit Surge Event. That’s where Jonathan will show how his trading style can boost returns on stocks like this by 500% or more.

When you sign up for this special event, you’ll immediately get all three of our top stock picks…

But don’t buy them yet! Jonathan has a better way to play them.

At our Profit Surge Event, Jonathan will also reveal the trade he’s calling the Trade of the Decade — taking aim on the same kind of setup like he saw with MP Materials.

It’s an event you won’t want to miss. So, be sure to save your spot for the event now.

Regards,

�������°�

The post The Power of Timing in a Global Market appeared first on InvestorPlace.

The headlines focus on the innovators – the Apples, the Teslas, the OpenAIs.

But the biggest fortunes often end up in the hands of the suppliers – the companies that provide the foundation that makes everything work.

During the rise of PCs, Intel (INTC) and Microsoft (MSFT) became giants supplying chips and software.

During the EV boom, battery makers and lithium suppliers saw their stocks soar.

And now, as AI enters its infrastructure phase, the same pattern is repeating itself.

The real money isn’t only in who builds AI. It’s in who AI runs on. So, we focused on pick-and-shovel plays – the infrastructure behind the infrastructure.

This year alone, America’s five largest cloud operators – Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Apple Inc. (AAPL), Meta Platforms Inc. (META), and Microsoft – are on track to spend over $400 billion building AI infrastructure. That’s more than double what they spent just two years ago.

They’re not dabbling. They’re building the data centers, compute clusters, and storage systems that will power AI for decades to come.

The pattern is clear: When industries transform, foundational suppliers often capture the outsized gains.

Today, one of AI’s fastest-growing foundational layers is data storage. Every model, neural network, and inference engine needs capacity. As demand for high-capacity drives explodes, that bottleneck becomes a profit generator.

And that led us to one stock. 

This quiet enabler of the AI revolution has become one of the sector’s biggest beneficiaries. 

Since our original “Buy” in August 2024, it’s up about 150%… one of the top-performing stocks this year.

In today’s issue, we’ll identify the stock, why the storage supercycle is real, and how to potentially amplify those gains with a short-term strategy we’ll detail live at our upcoming Profit Surge Event.

Plus, I want to show you how to get two more “free picks” just as good as the one I’m about to share…

Big Tech’s $400 Billion AI Infrastructure Buildout

AI runs on chips, but it feeds on data. All that data has to be stored. Our featured company wins because it sells the high-capacity storage hyperscalers need. It isn’t on consumer labels, but it’s inside the buildout.

As generative AI scaled, hyperscalers rushed to store training data, model checkpoints, embeddings, logs, and newly generated content. The compute arms race created a new bottleneck: bulk storage.

Zooming out to Seagate Technology (STX):

• Big Tech has launched an unprecedented AI capex spree – about $400 billion across 2024–’25 – to stand up supercomputers and data centers.
• Modern AI data centers operate at exabyte scale (1 EB = 1,000 PB). OpenAI reportedly scoped multi-EB deployments, and Meta operates EB-scale infrastructure.
• Industry voices are calling it a “data storage supercycle.”

Yet the supply side of storage is essentially a duopoly: Seagate and its chief rival, Western Digital Corp. (WDC), together produce nearly 90% of the world’s hard drive storage capacity. 

With AI’s appetite for data growing faster every quarter, these two companies find themselves with enormous pricing power.

The Data Storage Supercycle Has Begun 

Modern AI training routinely operates at hundreds of terabytes to petabytes of data. Nvidia notes computer-vision training datasets can easily exceed 30 terabytes (TB). Open large language model (LLM) datasets such as RedPajama require around 270 TB. The Common Crawl corpus used in many LLMs spans multiple petabytes (PB). And Meta stores AI training data on exabyte-scale (EB) infrastructure.

Every new AI model – from ChatGPT to the next-generation image generators now popping up – requires an unprecedented surge in storage capacity. This is the unseen backbone of the AI economy, and it’s being built right now.

So, why Seagate? 

Because when it comes to high-capacity storage, Seagate is it. 

The company has a decades-long track record in hard disk drive (HDD) innovation and holds a 40%-plus share of the global HDD market. 

More importantly, hard drives remain indispensable for AI infrastructure. Despite the rise of flash memory, about 90% of the exabytes stored in the world’s largest data centers reside on hard drives. That’s due to HDDs’ cost advantage for bulk storage. 

For AI workloads that involve huge datasets where top speed isn’t the primary need (think storing training data, archives, backups, etc.), HDDs are the only economically feasible choice. In fact, roughly 90% of enterprise “EB-scale” tasks – like AI data retention and analytics – rely on hard drives.

We have a scenario where demand is skyrocketing, and the supply (hard drives) is controlled by just a couple of players who are already running near full tilt. 

It’s Economics 101: surging demand + constrained supply = improving fundamentals for the suppliers.

That makes adding Seagate to your buy list a no-brainer.

However, identifying a stock in a great multiyear trend is just one way to win. There’s another approach that can take a stock like Seagate and boost its returns exponentially in the short term. 

For that part of the story, let me introduce my colleague who specializes in squeezing the maximum profit from exactly these kinds of situations…

How to Multiply Your Gains: Two Strategies, One Setup

Introducing Jonathan Rose…

He’s a veteran Wall Street trader with a remarkable track record of navigating these same megatrends – but in a completely different way.

While I focus on long-term exponential growth stories – companies like Seagate that can multiply over the next decade – Jonathan has developed a trading approach designed to capture even bigger gains in those same trends in a matter of weeks.

He’s proven it time and again. This year alone, using this trading strategy, Jonathan has identified trades like 959% on Albemarle Corp. (ALB), 534% on MP Materials Corp. (MP), and 233% on Rigetti Computing Inc. (RGTI) – all tied to the same themes driving AI infrastructure and next-generation technology.

In short, we see the same opportunities. But where I spot the rockets, Jonathan sets up the boosters.

It’s not often that a stock shows up on both my radar and Jonathan’s at the same time. Typically, my focus is on the multiyear horizon – the fundamental trend – while Jonathan zeroes in on short-term momentum and money flows (he calls it “unusual Wall Street activity”). But when those two approaches converge on the same stock, it’s a special situation. 

That’s why I’m so excited about Seagate – not just as a long-term AI infrastructure play but as a setup that Jonathan’s system could amplify.

I’m holding Seagate for the AI data supercycle: the multiyear wave of growth that will reshape how digital infrastructure is built. Jonathan, meanwhile, is trading the waves inside that cycle, leveraging his system to capture shorter bursts of opportunity within the same trend.

Same story. Different time frames.

To help investors execute this dual playbook, Jonathan and I are teaming up for The Profit Surge Event on Monday, November 10 at 1 p.m. Eastern Time. Here’s your official invitation to join us. 

During this event, Jonathan will pull back the curtain on his trading system and show how he finds this unusual Wall Street activity early. And he’ll walk through how his strategy could amplify the returns on stocks like Seagate by 500% or more – showing you how to capture five times the upside from the same kinds of picks I recommend.

If Seagate’s 150% climb got your attention, imagine learning how to turn that into a 750% gain. That’s the power of combining my megatrend picks with Jonathan’s timely trade execution.

As a bonus, when you sign up for the Profit Surge Event, you won’t come away empty-handed. Just for attending, you’ll get access to three exclusive stock picks – top recommendations from myself, legendary growth investor �������°�, and global macro expert �������°�. 

Then, during our event, Jonathan will show you a smarter way to trade picks like these for potentially far bigger gains.

Click here to save your seat for our event so you can see how Jonathan’s strategy could boost your gains.

The post AI Can’t Run Without This appeared first on InvestorPlace.

A fund manager – who’s not an AI expert – placed a bet against two AI leaders…

According to legendary investor �������°�, that’s the quick explanation for why the market is selling off as I write on Tuesday.

If you missed the headlines this morning, Michael Burry of Scion Asset Management disclosed that he bought put options on Nvidia (NVDA) and Palantir (PLTR). The news is reigniting fears of lofty AI valuations and questionable monetization, resulting in a widespread selloff.

You may recognize Burry as the hero of the movie “The Big Short.” He correctly predicted the 2008 housing market collapse, making a boatload of money from it.

Of course, I’m still waiting for the sequels that highlighted Burry’s short bet against Tesla in 2021 that doesn’t appear to have been a winner… or his single word post on X (formerly Twitter) in January of 2023 simply stating “SELL” – right before the market surged about 19% that year… or his puts against the S&P in August of 2023 that he had to close out because the market kept climbing…

We’d be wise to remember that one correct call does not make a perpetual market Nostradamus.

Here’s Louis from this morning’s Growth Investor Flash Alert Podcast:

So, is Michael Burry – this expert who apparently could foresee the housing market peak in 2008 – is this expert an AI technology expert?

The answer is, of course not. He’s just someone that looks at what’s running and tries to prick the bubble, that’s all.

And that was the reaction we’re getting today.

Palantir’s CEO Alex Karp had a fun take on the short:

The two companies he’s shorting are the ones making all the money, which is super weird…

I do think this behavior is egregious and I’m going to be dancing around when it’s proven wrong.

Louis goes on to call Palantir a “screaming buy,” and says that if you haven’t bought Nvidia, “today is your chance.”

Given that there isn’t much of a story here, let’s jump to Louis’ bottom line:

So, we can have these little flash corrections, but they’re all buying opportunities, okay?

Just like nine days ago, that was a great buy – today is a great buy.

So, do not let this distract you. There’s nothing to worry about.

For the latest AI leaders that Louis is buying, you can check out his free research package right here.

It’s an opportunity based on a critical reality…

Regardless of which companies eventually win the AI race, every company that competes will have to pay the same “entry price,” so to speak.

So, while we can speculate about owning tomorrow’s AI winners, the surer bet is to hitch our wealth to the entry price itself.

And what’s that, exactly?

The metals that are crucial for building all things “AI.”

Let’s go to trading expert Jonathan Rose:

Retail traders tend to look at the right trends through the lens of the wrong stocks.

It’s why they buy shares in Nvidia to capitalize on chip proliferation – but they know nothing about the key suppliers providing the minerals Nvidia needs to build its products.

That’s the bait-and-switch of the stock market.

The noisiest stocks suck up all the oxygen. But the smaller players with room to run?

They’re hiding in plain sight.

Take copper, a metal that we’ve urged investors to own for years now.

It’s critical for AI due to its excellent electrical and thermal conductivity (second to silver but more cost-effective). This makes it essential for managing the significant power and heat generated by AI systems.

Copper is integral to every part of the AI infrastructure boom – from the power grid, to cooling systems, to data transmission, to the AI chips themselves.

So, all these headlines you’ve been reading for months now about new data center buildouts and deals where the hyperscalers are buying power?

They might as well read “copper is going higher.”

From Goldman Sachs:

Grid upgrades are metals-intensive: we expect grid and power infrastructure to drive ~60% of global copper demand growth through the end of the decade, adding the equivalent of another US to global demand and underpinning our bullish copper price forecast of $10,750/t by 2027.

Did you catch that – the equivalent of another U.S. added to global demand?

But it’s not just copper. AI devours an array of critical metals.

Back to Jonathan:

Materials like copper, platinum, palladium, and more are the backbone of the modern mineral supply chain.

Each material goes into everything from the latest AI-equipped chips to EV batteries and drones – you name them, these materials are essential.

The face of these technologies? Companies like Meta, Microsoft, Tesla, Lucid, and on and on.

But on the back end? It’s a different story.

In yesterday’s Digest, we highlighted our Preferred Member Quarterly Call interview with our Editor-in-Chief and fellow Digest writer, Luis Hernandez and Eric.

Let’s pick up with Luis steering the conversation toward metals:

Luis: There doesn’t seem to be an end coming to this boom in critical minerals. Do you think it’s going to last through the decade?

Eric: Yes. I mean, it’s not just critical. They’re essential. They’re essential for military applications. They’re essential for a lot of technological hardware…

I think we’re looking at a five-year span or end-of-the-decade span where all core metals are going to be in huge demand, and where demand generally will outpace supply, either by a lot or by a little.

So, I think it’s a great sector to be broadly involved in over the next few years.

If you want the set-it-and-forget-it option, you could invest across a basket of metals-related ETFs.

Here are three quick ideas for your research:

• The Global X Copper Miners ETF (COPX) gives you exposure to a basket of leading copper miners
• The VanEck Rare Earth/Strategic Metals ETF (REMX) holds leading rare earth plays
• And the Sprott Critical Materials ETF (SETM) offers a range of critical material and mining stocks tied to AI

If you want to zero in on specific miners, there are plenty to choose from, though Eric offers a word of caution about chasing rare earths at this point:

I think I’m in the minority here, but I don’t believe that at this stage [rare earths are] creating some vast new wave of opportunity.

Quite a while ago, in my speculative service The Speculator, we recommended Lynas Corp. (LYSCF), which is the rarest producer in Australia. But that stock is up 700% since I recommended it.

And I think if you look across the rare earth spectrum, you’d see a lot of stocks like that. They’ve already had their play.

One stock that Eric suggests hasn’t “had its play” is Alcoa (AA). It’s the largest aluminum company in the U.S., holding about 84% of the market share.

I’ll circle back in a future Digest to flesh out this opportunity.

Rather than buy either an ETF or a leading miner, then play the waiting game, Jonathan times his entries. He puts down money only after a catalyst has emerged, suggesting a big move.

He monitors the big-money players, watching to see when one has made a potentially market-shifting bet. To this end, Jonathan has developed a market screener to signal when institutional traders make big bets in the market, telegraphing their convictions. He says that this “tells you where the smart money is going before the move happens.”

As one illustration, Jonathan used this tool months ago in the metals space.

It had tipped him off that something big was happening in the deep-sea mining sector. So, he recommended his subscribers open a position in that little-known rare earth company on June 30.

Here’s Jonthan with how it played out:

When the Pentagon funding hit on July 9, the news sent shockwaves through the market.

By the next morning, MP was already sprinting — ultimately more than doubling from our entry.

When the smoke eventually cleared, the broad MP trade was a monster winner, and one tranche of Jonathan’s trade returned his subscribers about 700%.

Back to Jonathan:

That 700% gain on MP Materials wasn’t luck.

It was grounded in fundamentals: insider activity, policy shifts, and data we tracked in real time.

And I want every reader to feel empowered to trade the same insights I use daily.

Most times, these trades parallel the themes driving recommendations from our other experts, Eric, �������°�, and Luke Lango – it’s just that Jonathan approaches them as a shorter-term trader, using a system can amplify gains.

Back to Jonathan:

I want to show you exactly how my approach could help you 10X and even 20X your portfolio in mere months.

Back on the trading floor, this is how we made our living – spotting when institutional players were positioning and getting ahead of the retail crowd.

Now, my subscribers are doing the same thing.

They didn’t do anything crazy. They didn’t roll the dice. They followed a structured, repeatable approach based on real market relationships.

That’s the only way I know how to teach. I plan to go deeper into these insights next Monday at my Profit Surge Event at 1PM ET.

By the way, just for signing up for Jonathan’s event, you’ll get three free stock picks immediately.

To reserve your seat for Jonathan and next Monday, click here.

Whether you choose to trade it over shorter timeframes or invest in it over the next few years, this is another no-brainer set-up for one simple reason…

AI is the future – and the future runs on metals.

Every new datacenter, every next-generation chip, every electric vehicle and every energy grid upgrade feeds into the same industrial pipeline.

Goldman projects that copper deficits will widen through the decade. And the International Energy Agency warns that demand for critical minerals could quadruple by 2040 under current tech-growth trends.

So, even if Michael Burry ends up being right, there still will be a massive demand for the materials that make AI innovations possible.

Whether you choose to trade explosive short-term moves fueled by the Big Money like Jonathan or build a long-term metals portfolio like Eric, the setup is the same…

Soaring demand, limited supply, and trillion-dollar trends are converging. And best of all, this isn’t hype – it’s math!

We’ll keep you updated here in the Digest.

Have a good evening,

Jeff Remsburg

The post Ignore Michael Burry, Stay Invested in Tech appeared first on InvestorPlace.

On November 30, 2022, ChatGPT was released to the public … and the AI era was born.

Seemingly overnight, AI went from the realm of science fiction to the center of everyday life and ignited one of the most powerful technological revolutions in history.

AI has become the driving force behind nearly every major innovation story on Wall Street – from chipmakers to data centers to software firms.

Just look at NVIDIA Corporation (NVDA). The dominant maker of graphics processing units (GPUs) has seen its stock price rise nearly 1,100% since then.

And investors who acted early made a fortune.

Now, in my four-decade career, I’ve made a habit of finding game-changing market trends early thanks to my proprietary system. NVIDIA included.

But here’s the key point: the AI Revolution isn’t finished.

Far from it.

AI and AI data center stocks have dominated the market again this year, carrying the bulk of the S&P’s gains in 2025.

But I’ve already started to see some changes. The market is evolving.

If there’s one thing I’ve learned in my career, it’s that you always need to be looking for “the next big thing.”

And we’re standing on the edge of the next chapter of investing … and this new technology could redefine the entire AI Revolution.

It’s called quantum computing.

In today’s Market 360, I’ll explain why quantum computing is shaping up to be the next phase of the AI Revolution and how I identified these early leaders. I’ll even share one of my favorite quantum picks today.

And I’ll tell you how my colleague Jonathan Rose’s trading strategy can help you amplify opportunities like this.

From Microchips to Qubits

Throughout my career, I’ve built quantitative models to find where the big money is moving before Wall Street catches on.

In the 1980s, that meant semiconductor stocks at the dawn of personal computing.

In the 1990s, it was the first wave of internet leaders.

In the 2000s and 2010s, it was clean energy, cloud software and the early stages of AI.

Each era brought a new technology that changed how the world works – and rewarded investors who recognized it early.

Now, I believe we’re standing at the start of another transformation. Quantum computing could do for the next decade what the microchip did for the last fifty years.

See, traditional computers handle data in bits – ones and zeros. Quantum computers use qubits, which can represent multiple states simultaneously. That gives them exponentially greater power for solving complex problems.

For AI, that means faster learning, more advanced simulations, and the ability to process vast datasets that today’s supercomputers can’t handle.

Quantum computing could accelerate the AI Revolution – tackling problems ranging from clean energy to medical breakthroughs.

The investing public is only just starting to catch on. But I’ve been talking about this breakthrough since the summer of 2024, when few people were paying attention.

Back then, I called quantum computing the missing link that could take machine learning and data processing to an entirely new level. I even released several reports for my readers exploring the early players in this space – purely as speculative research ideas, not formal portfolio holdings.

One of those names was Rigetti Computing (RGTI).

I highlighted it in February 2025 as a small but promising company building cloud-based access to its own quantum processors. Since then, Rigetti’s stock is up about 213%.

That’s an impressive move for a moonshot company. And it’s currently rated a B in my proprietary Stock Grader system, making it a “strong” stock.

But like any emerging field, these stocks are volatile. Their moves can be fast, sharp and unpredictable. That’s exactly what makes them exciting – and challenging – for investors.

But here’s the incredible part: a colleague of mine, veteran trader Jonathan Rose, found a way to turn that same setup into a 233% gain in just four days.

Jonathan Rose: The Newest Member of Our Team

Jonathan and I both watch the same trends shaping the market, but we approach them from very different angles.

While I look for strong fundamentals and institutional buying pressure that can lift a stock over months or years, Jonathan looks for where traders are positioning their money right now.

He’s been doing it for more than 25 years – first as a floor trader on the Chicago Mercantile Exchange and later as a market maker on the Chicago Board Options Exchange. During the 2007–2008 financial crisis, he made more than $6 million by understanding how volatility moves through the market.

He has since built a community of everyday traders who follow his research and trading strategies. And in December 2024, his system detected a surge of trading activity around the stock. Within just days, his followers were able to capture a 233% profit.

Same story. Different playbook.

That’s what makes Jonathan’s approach such a powerful complement to mine.

I’ve always said that speculative stocks can be worthwhile – as long as you treat them like what they are: high-risk, high-reward “lottery ticket” ideas. Quantum computing fits that description perfectly.

What Jonathan has shown is that you don’t have to sit on those ideas for years, hoping they eventually pay off. His trading strategy gives you a way to act on the volatility directly – taking advantage of short bursts of momentum to potentially capture big profits in a fraction of the time.

It’s a faster, more tactical approach that can pair beautifully with ideas like quantum computing. Because while these companies are still in their early days, with Jonathan’s strategy, you can trade around them to maximize your returns.

Join Me and Jonathan on November 10

Between the Federal Reserve’s new rate-cutting cycle and the next wave of innovation in AI and quantum computing, I believe we’re entering one of the most promising environments for active traders in years. Volatility is returning, and that’s when disciplined systems tend to shine.

That’s why I’m teaming up with Jonathan Rose, �������°� and Luke Lango for a special event next week.

It’s called The Profit Surge Event, and it’s happening Monday, November 10, at 1 p.m. Eastern.

In it, Jonathan will show how his trading strategy can boost potential gains by 500% or more on the very same ideas Eric, Luke and I are following – including my latest quantum pick.

When you sign up, you’ll get all three of our top stock ideas for free (including my latest quantum pick) and see firsthand how to make the most of this powerful market window.

Go here to reserve your free spot now.

Sincerely,

�������°�

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corporation (NVDA)

The post How I Found the Quantum Revolution Early – and How to Supercharge Your Returns appeared first on InvestorPlace.

As a former floor trader and market maker, he spent decades matching wits with Wall Street’s biggest players. That experience led him to develop a breakthrough system that identifies when major institutions are quietly building positions in fast-moving stocks. 

His record speaks for itself – with recent triple-digit gains from names tied to AI, clean energy, and next-gen computing… like 233% from Rigetti Computing in five days… and 534% from MP Materials in just three.

Jonathan, Louis, Eric, and I will be joining forces for “The Profit Surge Event” on Monday, November 10 at 1 p.m. EST to show you how to magnify these kinds of gains – sometimes by 10X or more. 

Keep reading for more on how Jonathan is able to deliver while the crowd stays distracted…

Whenever the holidays come around, I can always depend on one thing.

I get the same question at every family function, dinner party – you name it…

People love to ask me what’s my biggest trade idea of the year.

They see me jumping on my daily webcast Masters in Trading LIVE (which you can learn more about here) every day to talk about markets and the biggest opportunities I’m picking up. And they want the inside scoop on the next sector to pop.

In the past, I’ve pointed out how drones, quantum computing, and even nuclear energy are changing the game for investors. And I still hold firm that these sectors are leading the markets right now.

But just like with any big trend, the headlines can be misleading.

The biggest investable assets propping up everything from drones to AI and the latest smartphones?

They carry more value for investors right now than the noisiest large caps out there.

And the components they make? They’re absolutely essential.

Think materials so small and central to running everything from AI to smartphones and gaming consoles that global resource wars are being fought to control access to them as I write to you.

They’re powering some of the most consequential tech since Apple introduced the iPod and iPhone.

And here’s the kicker – I’m willing to bet almost no one reading this has ever directly invested in these companies.

The Real Money in Tech Isn’t Where You Think It Is

Look; most retail traders see headlines about the latest device moving markets. So, they go all-in and buy the name on the tin. Apple (AAPL), Alphabet (GOOGL), Tesla (TSLA), you name it.

But here’s the problem with the retail investing mindset: You don’t get the full story.

I should know. My mission over the last 20-plus years has been to uncover the biggest investment stories hiding in plain sight.

Whether I was making markets at the CME or managing risk for one of the biggest prop firms in the country, I’ve always carried the same mantra in my head: Education mitigates risk.

We’re only as good as the intel we get. And when we don’t see the whole picture, we usually get swept up in the market noise.

Back in 2011, I worked as a market maker on the floor of the CME. And the markets were all abuzz over things like smartphones, EVs, and much more.

I watched as some of the biggest trends in tech fueled one of the biggest bull markets in a generation.

Actually, I didn’t just watch from the sidelines – I was setting prices and making trades using the kind of inside-baseball intel only options traders like me have access to.

It was my job to spot the biggest market trends before they took off.

Today, my greatest joy comes from showing readers like you how to gain an edge on Wall Street.

And in just one week, I’m laying it all out on table with one of the greatest, under-the-radar stock opportunities I’ve just spotted.

It’s all in a special presentation I’m putting on called “The Profit Surge Event.” You can click here to sign up and reserve your spot.

But before you do, I want to show you exactly how my approach could help you 10X and even 20X your portfolio in mere months.

So, let’s get back to that one under-the-radar, market-altering moment that changed the course of everything for me. I promise it’s worth your time.

The Resource Stocks That Quietly Outperformed Big Tech

It all comes back to a familiar name that some of you have probably traded at some point.

Back in 2011, Tesla was a newly public company – essentially a start-up living on borrowed cash. No huge profits to speak of and still a lot to prove.

An IPO valued at just under $2 a share. No major product like the Model 3 yet in development to drive profits back to early investors.

That’s exactly how most retail traders encountered the stock. It was overhyped. And it was a name you couldn’t seem to escape.

Just as today, Musk and Tesla were dominating headlines. Funny how some things never change.

But as a market maker, my job was to dig way below the surface. To uncover the larger trendline – the bigger market play – that was bolstering stocks like Tesla.

So, while EVs may have seemed hyped to hell back in 2011…

It didn’t matter. A larger industrial – and institutional – shift was already underway sparked not just by EVs, but smartphones, wearables, and a whole litany of other devices we use everyday.

Wall Street Is Hiding These Stocks From You

I dug into Tesla’s financials, looking up their biggest contract partners.

Those EV battery supply chain insights told me Tesla was in a rush for resources to power its cars.

But it didn’t just tell me that.

I started seeing the same pattern among not just EV makers like Tesla, but a whole range of legacy auto giants, tech companies, cell phone carriers, and many more.

Everyone was in a rush to secure the key resources needed to build out their key products.

And that’s when I had my very own “ah-ha” moment…

EV and tech stocks sounded simple to most retail traders. And those were the most visible names.

But the real players moving markets were the miners. The lithium extractors. The cobalt suppliers. The graphite miners.

Institutional traders like me knew which mines had actual production capabilities vs. exploration plays.

And we could see the massive volume flowing into a handful of stocks right as the push to secure these key resources was coming to the fore.

All eyes were on players like Microsoft (MSFT) and Apple.

But the options market was in an absolute frenzy over stocks like FMC (FMC) and Albemarle (ALB). Both saw unusual call activity months before retail had the chance to pile in.

I made moves on stocks like Albemarle. Any big suppliers flying under the radar were fair play.

I like to call these stocks Wall Street’s best-kept secrets.

And here’s the thing – those stocks are still very much in play today.

Now, here’s where my Masters in Trading community comes in…

This like-minded community of traders that I teach the fundamentals of my strategy? They’re absolutely banking on trades like these.

That smart money intel just handed us an all-timer with Albemarle (659% gains).

So, would I recommend Tesla right now? No.

But those major suppliers should be on everyone’s radar.

And it doesn’t just end with names like ALB and FMC…

How a Rare Earth Supplier Became a Monster Winner

Let me clue you into something: Retail traders tend to look at the right trends through the lens of the wrong stocks.

It’s why they buy shares of Meta (META) when they should be buying the stocks driving Meta’s AI chip build-out.

It’s why retail traders buy NVIDIA (NVDA) to capitalize on chip proliferation – but they know nothing about the key suppliers providing the minerals NVIDIA needs to build its products.

That’s the bait and switch of the stock market. The noisiest stocks suck up all the oxygen. But the smaller players with room to run? They’re hiding in plain sight for most.

That’s where my expertise really shines. And the insights I’ve handed my viewers are just as powerful as ever.

Let’s go back to metals. I’ve already mentioned how lithium and graphite are igniting a modern-day supply chain crunch.

Well, it’s not just those materials that are so essential. Materials like copper, platinum, palladium, and more are the backbone of the modern mineral supply chain.

Each material goes into everything from the latest AI-equipped chips to EV batteries and drones – you name them, these materials are essential.

The face of these technologies? Companies like Meta, Microsoft, Tesla, Lucid (LCID), and on and on.

But on the back end? It’s a different story.

China controls about 97% of rare earth supply. That means many of the major players providing materials are either offshore and uninvestable – or they’re under-the-radar stocks that most traders don’t have a clue about.

Most retail traders might find the clear lack of a “winner” in the pack overwhelming.

But institutional traders can see all the cards laid out.

We understand how supply chain bottlenecks and defense contract allocations can affect the movement of markets. We also spot moves from the federal government that fly under the radar.

That’s exactly what happened when the Pentagon poured millions into a little-known mining stock called MP Materials (MP).

The Defense Department was looking to shore up its domestic rare earth supply chain. That resulted in government contracts being awarded quietly to small miners like MP.

And that set off massive call buying that sent the stock through the roof just a few months ago.

We’d been watching the deep-sea mining space for months now. Long before the government stepped in, we’d opened a position in that little-known rare earth company on June 30.

When the Department of Defense dropped a $400 million preferred equity investment into MP Materials on July 9, the news sent shockwaves through the industry.

And it handed out monster gains like they were penny candy…

The next morning the stock was on its way to a double from where we got in – great!

Trade Like the Pros – Without Overcomplicating It

Let me tell you a secret I wish more investors knew:

Options aren’t some mysterious, overcomplicated vehicle reserved for Wall Street elites.

I get it. Even veteran investors start digging into straddles, strangles, iron condors, calendar spreads, and butterflies – only to get overwhelmed and retreat back to the comfort of just buying stock.

But here’s the secret: Options trading like I’ve shown you isn’t that complex.

If you’ve ever bought a stock because you thought it was going higher, then you already understand the core idea behind every options trade.

You’re simply placing a bet on where an asset is going – and trying to grow your account along the way.

This is what I’ve been doing for nearly 30 years. And what I’ve helped tens of thousands of others do too.

I’ve traded just about everything – stocks, ETFs, futures, yield curve spreads, volatility products, you name it.

And the best part about options? They’re totally transparent.

Those gains with MP? That early call on the EV supply chain?

Each of those calls was possible because we can see in real time what options traders are buying.

Every bit of call volume is totally visible. Every move, predictable.

That’s why options are such a huge part of my approach here at Masters in Trading.

I’ve always thought of myself as a “results guy.”

The way I see it – whether it’s stocks or options – the goal is the same:

We all have an account we’re trying to grow over time. My job is to help you find the most efficient, strategic, and rewarding way to do that.

That 700% gain on MP Materials? It’s not about getting lucky.

It’s all based on real fundamentals: insider activity, policy shifts, and deep research shared with the community before the breakout.

And just like I mentioned at the top, I want anyone reading this to feel empowered to trade the same insights I use every day.

It’s all in that special event I’m hosting on Monday, November 10 at 1 p.m. EST. I would love for anyone who’s interested to sign up right here and join me.

I plan to go even deeper with the insights I’ve given you here. And I’m even sharing my new, big trade idea that you won’t want to miss. It’s based on the smart money’s playbook. And it represents one of the strongest investment ideas over the next decade.

So, just click here to sign up and watch my special presentation.

Remember: the creative trader wins.

The post How I Found the 700% Winner Hiding Behind Every Tech Stock appeared first on InvestorPlace.

I don’t sit here today and go, “Nvidia’s a terrible stock.” It’s not a terrible stock. It’s been a great stock. It’s a great company run by great people…

But other companies, in my opinion, offer vastly superior potential reward versus the risk than Nvidia does today.

That comes from our macro investing expert, �������°�, of Fry’s Investment Report.

Last week, he sat down with our Editor-in-Chief and fellow Digest writer, Luis Hernandez, for our Preferred Member Quarterly Call interview.

While the chat covered a great deal of ground, let’s begin today with this topic of risk and reward to explain why Eric is hands-off on Nvidia, and what he recommends instead.

A few examples…

The “Buffett Indicator” is Warren Buffett’s preferred macro indicator. It’s essentially the total value of U.S. publicly-traded stocks (or a broad market index) divided by the size of the U.S. economy (GDP).

In his 2001 interview with Fortune, the Oracle of Omaha said:

If the ratio approaches 200% – as it did in 1999 and a part of 2000 – you are playing with fire.

So, where are we today?

At the highest level ever recorded.

According to BuffettIndicator.net, as of October 31, the number clocked in at 224.7%.

Next, there’s the Cyclically-Adjusted Price-to-Earnings Ratio (CAPE or “Shiller P/E”). This is a variation of the P/E ratio that uses the 10-year average of inflation-adjusted earnings to smooth out booms & busts.

As I write on Monday, it sits a hair under 41, whereas the long-term average is roughly in the mid-teens (about 17).

The chart below shows that this is the second-highest level in more than 150 years of market data.

Finally, there’s the Price-to-Sales Ratio (P/S) for the broad market.

This compares the price of the market (or an index) to the total revenues of its companies. Sales tend to be more stable than earnings, which can swing for a variety of reasons.

For the S&P 500, the P/S ratio is 3.376. In other words, investors are paying about $3.38 for every $1 of recent annual revenues.

The historical median is about ~1.6X. So, we’re more than twice as expensive.

Now, let’s be clear…

This doesn’t mean a crash is imminent, or even certain. You can find valid reasons to explain away some of these lofty valuations. But it does mean each of us must be aware of the size of the potential risk that we’re accepting in exchange for the scope of the potential reward.

As noted a moment ago, Eric believes Nvidia is a fantastic company and a dominant stock. But his investment criteria has him looking elsewhere.

Here’s his full rationale:

My whole process tries to zero in on asymmetric risks and rewards – opportunities that give you, let’s say, ten units of potential reward for every unit of risk you take. And to avoid the things that are the opposite. Lots of risk. Not much potential reward.

So, I’m looking at opportunity in terms of “better than, worse than” …

Maybe two years from now, Nvidia’s 50% higher than it is today. If it is, my assumption is that the stocks I’m recommending are going to be 60% higher.

I don’t sit here today and go, “Nvidia’s a terrible stock.” But other companies, in my opinion, offer vastly superior potential reward versus the risk than Nvidia does today.

To be clear, Eric isn’t picking on Nvidia. He’s cautious about many of the market’s AI darlings currently trading at nosebleed valuations – and he’s suggesting investors look elsewhere:

A lot of people think you can’t make any money in [stocks that aren’t AI leaders today]. But the reality is, if things are going the way I think they will, that’s going to be about the only place you’re going to make any money over the next three years…

If you’re going to buy [the AI darlings] at sky-high valuations, you’d better have a 30-year time horizon.

We encourage you to set aside some time this week to review your portfolio holdings.

Where are their valuations? Are you comfortable with them? Have you considered the potential hold period if the next three years bring the headwinds Eric references?

I want to cover more ground in today’s Digest, but for a deeper dive here, Eric recently published a “Sell This, Buy That” research package that reveals the other AI darlings he’s recommending investors to sell today – and what to buy instead.

From Eric:

I’ve compiled a list of three companies that I believe are “Buys.”

These are under-the-radar, early opportunities that can help you protect and multiply your money during make-or-break markets.

You can find the details of these companies – ticker symbols and all – in my special broadcast, free of charge.

You’re aware of this, but perhaps not to the full extent of it.

From JPMorgan’s Michael Cembalest:

I think this is well understood, but just to reinforce the point: AI-related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022.

Today, AI is the name of the game, period. And momentum is strong.

Investors shouldn’t overlook or discount this reality – no matter today’s valuations.

Fundamentals and valuations absolutely matter, but betting against a trend is like trying to swim against a fast-moving current. Many once-confident investors have gone broke waiting for the market to “make sense” under their cash flow models and valuation math.

That’s why one of the principal ways we’re analyzing today’s market – and how long to remain a part of it – is through technical analysis that, in part, uses the 200-day moving average (MA).

We outlined our plan in our October 13, 2025, Digest that featured senior analyst Brian Hunt’s “A, B, C” Framework.

We encourage you to review it, but in short, it uses the S&P’s 200-day MA as a key indicator telling us when it’s time to get out of the way of a crashing bear. When the S&P’s price triggers a handful of milestones beneath the 200-day MA, it’s time to sell.

We’re not trying to exit at the top, but rather, shortly after the top, before the worst of the bear arrives.

As a quick check-in, as you can see below, we’re nowhere close to the 200-day MA today.

Now, this doesn’t mean the S&P couldn’t fall, say, 5% tomorrow, with some individual stocks pulling back double digits.

Look again at the chart and you’ll see that today’s price is overextended relative to the 200-day MA. It would be normal – even healthy – for the S&P to pull back.

But given that we’re nowhere close to the three triggers Brian identifies in his A, B, C System, we’re sticking with momentum.

Bottom line: The bull is still charging – let’s not fight it.

To set the stage, let’s return to the JPMorgan piece from above:

Data centers are eclipsing office construction spending and are coming under increased scrutiny for their impact on power grids and rising electricity prices.

Specialized power rates for most data centers aren’t enough to cover costs of a new natural gas plant (leaving other customers to foot part of the bill), and in the PJM region, 70% of last year’s increased electricity cost was the result of data center demand.

In Friday’s Digest, we covered AI’s insatiable appetite for energy due to this datacenter/AI infrastructure buildout with the help of our technology expert, Luke Lango. We stressed how, as AI becomes more powerful, it will demand even more electricity.

According to Goldman Sachs, U.S. data center electricity demand is set to double by 2030, and that estimate may already be conservative. Meanwhile, the International Energy Agency has recently warned that the AI boom alone could consume as much power as an entire industrialized nation, such as Japan, within just a few years.

So, how do we play this?

Let’s return to Luke for some ideas:

Deal flow is migrating to electrons: generation, grid, and backup…

Morningstar pegs 2025–2030 U.S. grid capex at ~$1.4 trillion, which is more than double the prior decade.

Here’s my three-layer framework:

Utilities / IPPs

Own the sellers of electricity AI will buy for years. Favorites include Constellation Energy (CEG) and Vistra (VST).

Nuclear & Uranium

Big reactors and SMRs are back. Buy Cameco (CCJ) for uranium; Global X Uranium ETF (URA) for basket exposure; Oklo (OKLO) and NuScale (SMR) as next-gen reactor names; Centrus Energy (LEU) and BWX Technologies (BWXT) as component suppliers.

Energy Storage / Backup

Data centers can’t go dark. Buy Bloom Energy (BE) for fuel cells; Fluence (FLNC) and Eos Energy (EOSE) for batteries. Storage also accelerates time-to-power: build the battery now, plug into the grid later.

Capex cycles end, but if grid spend really doubles into 2030, we’re in the early innings.

(Disclaimer: I own URA.)

If you’d like to access all of Luke’s AI research, including his top AI recommendations, click here to learn about joining him in Innovation Investor.

While he sees enormous opportunity today, Luke has warned his readers of what history suggests is on the other end of this boom tomorrow.

He forecasts that we have another 12-18 months or so of a bull market. Perhaps longer, maybe shorter. No one knows exactly.

This timing gray area – with “boom” on one end and “bust” on the other – brings us back to Eric’s spotlight on risk and reward.

How much risk of the bust are you willing to accept for your estimation of what’s left in the boom?

Here’s where Luke stands today:

Bottom line: The AI bazooka is still firing.

Stay in the blast radius … especially across power, nuclear, and storage … but keep one eye on credit and jobs, and the other on your 200-day.

That’s how we stay in the game now.

If we haven’t mapped out your own plan for “staying in the game,” we recommend you make that a priority.

Have a good evening,

Jeff Remsburg

The post Why �������°� Won’t Buy Nvidia appeared first on InvestorPlace.

Here’s a quick snapshot:

• Alphabet Inc. (GOOGL) reported a 35% jump in earnings and a 16% increase in revenue from a year ago, easily surpassing expectations.
• Amazon.com, Inc. (AMZN) reported a 36% year-over-year earnings increase and a 13% revenue jump, and also beat expectations.
• Apple Inc. (AAPL) topped expectations and reported 13% earnings growth and an 8% increase in sales.
• Meta Platforms, Inc. (META) reported revenue that was up 26% from a year ago, but a one-time tax charge led to a big miss on earnings, and the stock tumbled last Wednesday.
• Microsoft Corporation (MSFT) reported earnings that were up 18% from last year and revenue up 18%, both topping estimates.

To see my full recap with all the details, you can go here to check it out. But the gist is that all of the companies demonstrated the AI Revolution is still alive and well, putting any fears of an “AI bubble” being pricked to rest.

Of these companies, Alphabet and Microsoft caught my attention the most. In this week’s Navellier Market Buzz, I explain why. I will also talk about whether the recent gold sell-off is over, what caused Treasury yields to soar, the latest developments with trade and much more.

Click the image below to watch now.

To see more of my videos, click here to subscribe to my YouTube channel.

Plus, the grades in Stock Grader (subscription required) have been updated this week! Click here to plug in your own stocks and see how they rate.

The Darker Side of Big Tech Earnings

Now, the headline earnings numbers from Big Tech are simply stunning. There’s no doubt about it. But we’re starting to see another troubling trend emerge…

I’m talking about a surge in layoffs.

Here’s a quick summary of recent announcements:

• Amazon: Cut about 14,000 corporate jobs across divisions to “reduce bureaucracy” and increase agility. This was framed as a “talent remix” in an effort to become leaner rather than an AI-driven downsizing, but I’ll let you draw your own conclusions…
• Intel Corporation (INTC): Cutting between 21,000 and 25,000 jobs globally. Linked to weak PC chip demand and refocusing on AI/data centers as the company struggles to engineer a turnaround in the AI age.
• Meta Platforms: Eliminated roughly 600 jobs in its AI unit, calling it a streamlining effort.

Overall, more than 100,000 tech jobs have been cut in 2025. Most firms cite restructuring toward AI, automation and cloud strategies rather than financial distress.

And this is happening in non-tech sectors, too. For example, Starbucks Corporation (SBUX) is cutting about 1,100 corporate roles, while The Procter & Gamble Company (PG) is reducing 7,000 white-collar jobs in marketing, finance and R&D over the next two fiscal years.

I could go on. But you’ve seen the headlines.

And it’s becoming clear that this isn’t going away any time soon.

That’s because we’re entering a period that I’m calling The Economic Singularity.

This is the moment when technology overtakes traditional work.

And the simple truth that may be hard to hear is that some will profit immensely in this new age, while others will be left in the dust.

I want you to be one of the folks who prosper.

That’s why I created a free presentation explaining what’s going on and what you can do about it. I’ll even tell you how you can access my exclusive list of seven companies that are poised to benefit from this shift.

Click here to learn more now.

Sincerely,

�������°�

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

The Procter & Gamble Company (PG)

The post Why Google Won… and Microsoft Didn’t appeared first on InvestorPlace.

In a future defined by AI, the greatest and most dependable returns may come from the companies that remind us of what intelligence can never reproduce… 

The simple, sensory, irreplaceable pleasure of being human.

Many of the most enduring and prosperous businesses will thrive instead in the non-digital realms of gardens and gatherings, of drinks poured and songs performed, of motion, laughter, and luxury – the spaces where people still go to feel something real.

Most of the companies that provide non-digital products or services belong to the category of enterprises I call the “AI Survivors.”

So, in today’s Smart Money, I’ll share three different companies that highlight the range of opportunities this category offers. To be clear, I have not made official “Buy” recommendations on these companies. I am merely highlighting them to illustrate the broad range of “AI Survivors” that trade in the markets.

Now, with that said, I did recently make a new “AI Survivor” recommendation in my Fry’s Investment Report service. So, I’ll also share more about that company after we take a look back at what we covered here at Smart Money last week.

3 AI Survivors

1. Diageo plc (DEO) – This London-based spirits giant behind Guinness stout, Don Julio tequila, and Johnnie Walker scotch reigns over the world’s most enduring celebrations. At the Guinness Storehouse in Dublin, tourists trace the scent of roasted barley up seven floors before reaching the Gravity Bar, where they may savor a pint above the city skyline. The pour itself is a ritual: 119.5 seconds of anticipation.

Across the Atlantic, Don Julio 1942 turns a tequila shot into a ceremony, sipped slowly, not tossed back. In my household, my wife invites 1942 to every important celebration.

In essence, the famous brands of Diageo transform barley, agave, and oak into shared experiences. The drink is less the product and more of the ritual that turns a moment into memory.

2. Krispy Kreme Inc. (DNUT) – Born in Winston-Salem, North Carolina, in 1937, Krispy Kreme built its empire on a timeless sensory symphony: the red “Hot Now” sign glowing in a window, the hiss of dough hitting oil, the scent of caramelized sugar wafting through a parking lot at dawn. One bite of a warm Original Glazed doughnut captures that entire symphony.

For many Krispy Kreme lovers, the company’s inimitable donuts conjure the joy of childhood or the shared smiles of a weekend morning. That’s why this company endures. It feeds humanity’s appetite for something real, warm, shared… and sweet!

3. Six Flags Entertainment Corp. (FUN) – This owner and operator of amusement and water parks is a leading curator of adrenaline. At the company’s Cedar Point property in Ohio, a rapid plunge on the Steel Vengeance ride sparks a chaotic chorus of screams. That moment of weightlessness and terror is the opposite of digital comfort.

On the west coast at Knott’s Berry Farm, the company’s oldest park and the birthplace of the boysenberry, has more subdued thrills. Families line up for fried chicken at Mrs. Knott’s, the same recipe served since the 1930s, before boarding the Timber Mountain Log Ride, a relic of hand-carved Americana.

In a world obsessed with screen-based encounters, Six Flags devotes itself to analog, non-digital encounters – the kind that sends you plunging 200 feet in seconds or sends a wave of water splashing over you and your family.

Smart Money Roundup

The $2 Bet That Built a Breakthrough Investing System

October 29, 2025

By betting on their grandfather’s racehorses with just $2, LikeFolio co-founders Landon and Andy Swan discovered their passion for risk versus reward, statistics, probabilities, and forecasting… and applied it to the stock market. Their new system spots the products, brands, and companies gaining momentum on Main Street before they become news on Wall Street. Read more about it – and legendary investor �������°�’s involvement – here.

The Trick That Could Haunt Your Portfolio – and the Treat to Buy Instead

October 30, 2025

We may only hear the words “trick or treat” once a year, but tricks and treats exist in the investment world, too. We call it risk versus reward. You cannot have investment success without risk. The key, and difficulty, is taking smart risks. Click here to learn the difference between a bad risk – a trick – and a good one – a treat – and what companies fall under each category.

Microsoft Just Bet $135 Billion on AGI… but You Shouldn’t Follow Them

November 1, 2025

No individual or company has achieved AGI yet… but after this week, OpenAI could be one step closer. The company announced changes to its structure and new provisions to its partnership with Microsoft. And it has big implications for the future of AGI. Find out more about OpenAI’s latest news, and what it tells us about the best ways to invest and prepare for AGI’s arrival.

Nvidia Hit $5 Trillion This Week… and This New Strategy Could Find the Next Big Winner

November 2, 2025

From AI chips to autonomous cars, healthcare, and 6G networks, Nvidia has become the backbone of the next-gen tech economy. Now, while Nvidia’s sky-high valuation makes it a risky bet, and not one that I recommend taking, InvestorPlace Senior Analyst �������°� offers a different, valuable perspective. Louis joins us to share what pushed Nvidia past $5 trillion, and how his new system, in collaboration with Andy and Landon Swan, could help you catch the next big winner.

The Ultimate Non-AI Stock

As the examples above demonstrate, the AI Survivorcompaniesform a counterpoint to the digital age. They thrive because they offer what technology cannot: a shared drink with friends or family… a roller coaster’s drop that steals your breath. The scent of donuts in the morning air.

And now, I’ve identified what may be the ultimate non-AI stock.

It is a brand that celebrates everything AI cannot replicate: the physical, the analog, the sensory, the real.

This company doesn’t make chips or code. Instead, each of its products is a passport to a world beyond screens.

This AI Survivor has a stated plan of expanding internationally, widening its product canvas, rebuilding gross margins, and monetizing its new partnerships. As it executes this plan, the earnings power embedded in the business could surprise to the upside, making it a timely, underappreciated opportunity.

To access all of the details of my latest AI Survivor recommendation, click here to learn how to become a member of Fry’s Investment Report.

Regards,

�������°�

The post 3 Sensory Stocks Safe From AI’s Impact appeared first on InvestorPlace.

This Week’s Ratings Changes:

Upgraded: Strong to Very Strong

Downgraded: Very Strong to Strong

Upgraded: Neutral to Strong

Downgraded: Strong to Neutral

Upgraded: Weak to Neutral

Downgraded: Neutral to Weak

Upgraded: Very Weak to Weak

Downgraded: Weak to Very Weak

To stay on top of my latest stock ratings, plug your holdings into Stock Grader, my proprietary stock screening tool. But, you must be a subscriber to one of my premium services.

To learn more about my premium service, Growth Investor, and get my latest picks, go here. Or, if you are a member of one of my premium services, you can go here to get started.

Sincerely,

�������°�

Editor, Market 360

The post Coca-Cola Upgraded, Boeing Downgraded: Updated Rankings on Top Blue-Chip Stocks appeared first on InvestorPlace.

This isn’t hype. From AI chips to autonomous cars, healthcare, and 6G networks, Nvidia has become the backbone of the next-gen tech economy.

Now, my whole process is trying to zero in on asymmetric risks and rewards. And I believe that Nvidia’s sky high valuation makes it a risky bet, and not one that I recommend taking.

That said, Nvidia is a great company run by great people. And thanks to his Stock Grader system, InvestorPlace �������°� spotted Nvidia years before Wall Street woke up.

Now, he’s teamed with Andy and Landon Swan, cofounders of LikeFolio, which tracks millions of online consumer mentions and trends to spot stock opportunities before Wall Street does.

Together, they’ve built a next-gen strategy that blends hard financial data with real-time consumer trends to find the next breakout stock… possibly weeks or months before the crowd notices.

Louis is joining us today to share what pushed Nvidia past $5 trillion, and how his new system could help you catch the next big winner.

Take it away…

NVIDIA Corporation (NVDA) just made history. Again.

This week, NVIDIA became the world’s first $5 trillion company.

The rally wasn’t just driven by hype, either. After unveiling a new wave of partnerships and projects that signal how deeply it has embedded itself in the global AI economy, the stock went on a tear – up 16% in five days as of yesterday.

I predicted this last summer.

The stock has soared more than 60% since I made that call.

So, today, we’ll talk more about what pushed NVIDIA over the top this week. I’ll also cover how my Stock Grader system found it years before Wall Street caught on – and how my new partnership with Andy and Landon Swan is designed to find the next big winner even earlier.

Let’s dive in.

What Pushed NVIDIA Past $5 Trillion

NVIDIA’s stock surged after a slew of announcements at its GTC event, where CEO Jensen Huang gave the keynote address. Here’s just a sampling of what we learned:

• Roughly $500 billion in AI-chip orders now committed through 2026.
• A new U.S. Department of Energy partnership to build seven national supercomputers powered by NVIDIA architecture.
• A collaboration with Eli Lilly and Company (LLY) to create a dedicated AI supercomputer for drug discovery and pharmaceutical design.
• Fresh autonomous-vehicle partnerships, including Lucid Group Inc.’s (LCID) upcoming Level 4 self-driving EV and a new robotaxi program between Stellantis N.V. (STLA), Uber Technologies Inc. (UBER) and Foxconn using NVIDIA hardware and software.
• A $1 billion strategic investment/partnership with telecom provider Nokia Oyj (NOK) to rollout 6G network infrastructure, with the goal of enabling a move from 5G to 6G via software upgrades alone.
• New investments in AI factories, quantum-computing centers, and more.

These aren’t incremental product launches. They’re not short-term contracts. They’re proof that NVIDIA has become the backbone of the next generation of computing.

Now, while I may have made my big prediction last summer, I’ve been pounding the table on NVIDIA for years – and it’s all because of my Stock Grader system. Here’s why…

How I Found NVIDIA Early

When my system first flagged NVIDIA in 2005, most investors still thought of it as a gaming-chip company. But Stock Grader doesn’t chase headlines. It ranks thousands of stocks using eight key fundamental metrics – earnings growth, sales acceleration, profit margins and institutional buying pressure among them.

NVIDIA earned one of my highest grades that year. It was growing revenue faster than almost any other semiconductor firm, and big institutions were quietly piling in.

Over the years, the company transformed from a small graphics-card maker into the dominant force behind AI computing. That early A-grade call led to a 44,000% climb, one of the most remarkable runs I’ve ever seen.

Over at my Growth Investor premium service, I recommended NVIDIA in May 2019 – and we’re currently up about 4,600%. 

The point is that Stock Grader identified multiple opportunities to get in on this generation-defining company. And as I’ve told my readers before, this is a company that should do well through the end of the decade, and possibly beyond.

That’s the value of letting the data guide you instead of emotion.

A Different Kind of Data

Around the time I was relying on fundamentals to find stocks like NVIDIA, brothers Andy and Landon Swan were building a system to find winners by listening to the crowd.

Their technology tracks millions of social-media posts, search trends and web traffic to measure real-time excitement around brands and products. It’s a way to see what consumers love – and what they’re walking away from – before that activity shows up in quarterly results.

It’s like having a finger on the pulse of the consumer – and by extension, the market.

To put it simply, this is next-gen stuff, folks. It’s one of the most impressive systems I’ve ever seen.

One of their biggest successes was Celsius Holdings, Inc. (CELH), the fast-growing energy-drink company in the U.S. Their data showed consumer mentions exploding in early 2022, long before Wall Street noticed. They bought in under $10 a share. By the time analysts caught on, Celsius had climbed nearly 400%.

They saw similar results in Hims & Hers Health, Inc. (HIMS), up roughly 550% since their system flashed, and Robinhood Markets, Inc. (HOOD) before a 600% run.

Different methods, same goal. Their system captures what people are doing with their money. Mine captures what companies are earning with it.

But here’s where things start to get interesting…

What Happens When You Combine the Two

On October 28, the Swans and I unveiled a new collaboration called The Ultimate Stock Strategy.

It merges my Stock Grader fundamentals with their real-time consumer analytics to identify “Ultimate Stocks” – companies that are financially strong, gaining institutional support and already trending among consumers.

Our five-year backtest showed more than 240 potential doubles, 12 ten-baggers, and an average gain of 244 percent – across every kind of market: up, down, and flat.

And during our live event, we revealed that this new system is now detecting a divergence in the market. Some popular names could struggle in November, while a handful of new leaders are emerging fast.

If you missed our broadcast, the replay is still available for a short time.

Why You Should Watch

In the replay, you’ll see exactly how this new system works and the kinds of signals that spotted NVIDIA and Celsius early. You’ll also get three free stock recommendations – two buys and one sell – that we shared during the event.

NVIDIA’s rise proves what can happen when you recognize a major shift before everyone else. The same goes for the Swans with Celsius.

With this new strategy, you could find the next generation opportunities like this – possibly weeks, months or even years before the crowd catches on.

Click here to watch the replay here while it’s still online.

Sincerely,

�������°�

Editor, Market 360

The Louis hereby discloses that as of the date of this email, Louis, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

Eli Lilly & Company (LLY), Hims & Hers Health, Inc. (HIMS), NVIDIA Corporation (NVDA) and Robinhood Markets, Inc. (HOOD)

The post Nvidia Hit $5 Trillion This Week… and This New Strategy Could Find the Next Big Winner appeared first on InvestorPlace.

Last week, our partners at TradeSmith teamed up with InvestorPlace Senior Analyst �������°� to bring you The Ultimate Stock Strategy event. 

By combining their Social Heat Score with Louis’ Stock Grader, TradeSmith’s team created a system that picks winners that are both popular among Main Street traders and have excellent underlying fundamentals for long-term gains. Think popular meme stocks like AMC Entertainment Holdings Inc. (AMC) paired with the quality of firms like Nvidia Corp. (NVDA). 

I hope you tuned in. Despite choppy trading this week, three of their picks have already risen double-digits. One is up over 25%. 

More gains are likely ahead. The combined system identifies companies that Wall Street often overlooks, and these firms should continue to rise as the mainstream financial media catch up. 

After all, not everyone invests or trades like a middle-aged analyst working at a Manhattan investment bank. 

That’s why I’d like to urge you once more to watch a replay of the Ultimate Stock Strategy Event, if you haven’t yet. In it, �������°� joins TradeSmith’s Andy and Landon Swan to demonstrate how their combined systems can generate a total return 15X higher than the S&P 500 – and give away two free stocks they’re buying now. 

Now, let’s talk about two more stocks that their combined system is flagging this week. 

E-tail Therapy 

Like every generation since the 1950s, Gen Z Americans love to shop. 

The average per-person spending by this cohort surpassed that of the Silent Generation in 2022 and has continued to increase, thanks to rising incomes. 

In fact, a recent study by PwC now estimates that each American Gen Z’er will spend $1,357 on gifts, travel, and entertainment this holiday season – 15% more than baby boomers. 

But where do these 20-somethings shop? After all, malls are struggling, and mainstream e-commerce sites like Amazon.com Inc. (AMZN) face challenges in key categories, such as apparel. Etsy Inc. (ETSY) fell 12% this week after forcing out its CEO. 

That’s where social media comes in.  

More than half of Gen Z have purchased products from TikTok Shop in the past year, and this figure rises to roughly 83% when including all social media platforms. Ninety-seven percent of Gen Z consumers now research products and companies on social media before making a purchase. 

That’s putting ThredUp Inc. (TDUP) on a new growth path. 

ThredUp is an online resale platform that was founded in 2009. The company began as a business-focused resale-as-a-service (RaaS) provider and transitioned to a consignment model between 2019 and 2024 to directly serve this new Gen Z customer. Users can now visit ThredUp’s website and browse millions of used products from handbags to designer denim. They can also join as sellers by requesting a free “clean out kit” to help them empty their closets for cash. 

It’s been an excellent pivot on ThredUp’s part. Revenues are now expected to grow 16% this year, up from 0.6% in the previous year, and the firm could become profitable as soon as 2026. After all, it’s hard to go wrong when 63% of Gen Z say they plan to buy vintage or upcycled products this holiday season. 

That’s why ThredUp’s recent selloff is likely a chance to buy the dip. TradeSmith’s Social Heat Score awards the firm a 78.4, suggesting that fears over a Gen Z pullback this holiday season are overblown. In fact, Google search volumes for ThredUp are 46% higher right now than they were a year ago. 

The fundamentals back this up. Louis’ Stock Grader gives ThredUp a solid “A” grade for its strong earnings momentum and excellent “follow-the-money” score. 

Of course, ThredUp remains a somewhat risky bet. Shares traded at under $1 as recently as 2024 during the final phase of its pivot, and there’s no guarantee that ThredUp will remain popular among Gen Z shoppers. However, now that the firm is becoming more established, there’s a great chance that this billion-dollar company will be worth multiples of its current market value in several years. 

Alphabet’s Secret Weapon 

It started like a normal morning: 

“Alexa,” I said to my kitchen’s smart speaker. “Read me the news.” 

The answer was unexpected. 

“I can’t do that right now,” my Amazon smart home device replied. “Please try again later.” 

My “smart” home had gone on strike. After several hours of deadlocked negotiations, I was ready to pitch the device out the kitchen window. 

It turns out that I’m not the only one to have soured on Amazon’s AI products. Across social media, people have complained about malfunctioning Alexa smart home devices and unsolicited advertisements at 1 a.m. (It turns out I’m part of the 97% who check social media product reviews.) 

In its place, I’m planning to buy a product I haven’t thought about in almost a decade: 

A Google smart home device from Alphabet Inc. (GOOGL). 

You see, after getting caught off guard by ChatGPT’s launch in 2022, Alphabet has quietly become OpenAI’s top competitor in virtually every market: 

• In March 2023, it launched Gemini 1.0 – its key rival to ChatGPT.  
• In 2024, Alphabet beat OpenAI in releasing a text-to-video model.  
• And in 2025, its Gemini 2.5 Pro model briefly surpassed OpenAI’s top models in quality scores.  

These AI products are now getting integrated into Google’s smart home devices, phones, and browsers. 

That’s turned Google’s Gemini app into a world-beating product. On October 29, the search giant announced that Gemini’s monthly user count surged 200 million to 650 million, driven by integration with physical devices and its viral image tool, Nano Banana. 

This increased usage, along with strong cloud computing sales, helped Google achieve its first-ever quarter of $100 billion in sales. 

TradeSmith’s Social Heat Score suggests there’s even more upside to go. The tech giant earns an 83.8 score, and fed-up Amazon customers like me could push that figure even higher. 

Alphabet also does well with Louis’ Stock Grader.The company generates phenomenal returns on equity and shows solid earnings and sales growth, earning it a solid “B” grade. 

Last January, I named Alphabet one of my top 10 stocks to buy for 2025. Its AI models were becoming “mind-blowingly good,” giving shares double-digit upside in the coming year.  

Now that the crowd is thinking the same thing, I’m reiterating this long-term call to buy in. 

Ask the Audience, Not Alexa 

You likely know the hit quiz show Who Wants to Be a Millionaire? 

The game show first aired in the U.K. in 1998 and quickly became a pop-culture sensation. American, German, and other versions soon followed. 

The format of this show is straightforward: Contestants are asked to answer 15 general-knowledge multiple-choice questions to win a million pounds, dollars, or euros.  

Who Wants to Be A Millionaire

In addition, these hopeful millionaires are given three “lifelines” to help them along the way: 

• Phone a friend for advice… 
• 50-50 lifeline to remove two wrong choices… 
• Or ask the audience for help. 

Now, here’s a multiple-choice question for you: 

Which of the lifelines are the best? 

A team of German researchers at the University of Bern took this question seriously and studied over 660 episodes of the TV show. They published their answer in a 2010 paper: 

Ask the Audience was the winner. 

Contestants who used this lifeline got the answer correct 95% of the time, compared to 87% for the phone-a-friend helpline and 91% for the 50-50 option. In other words, asking the audience for help cut error rates in half to just 5%, down from 9% to 13%. 

The same wisdom of crowds makes TradeSmith’s Social Heat Score so powerful. The system combines data from social media posts, AI queries, search volumes, and other online sources to create a single score ranging from 0 to 100 that indicates what people actually think of a firm. 

It’s the wisdom of crowds in your own back pocket. 

You can learn more about this powerful tool by watching the replay of the Ultimate Stock Strategy event for a limited time. In it, Louis, Andy, and Landon cover how this system works… and give away two free stocks they’re buying now.  

To learn about the strategy that can help in both bull and bear markets… get details on a brand-new group of “Ultimate Stocks”… and find out how to double your money by Christmas… watch the replay now. 

Until next week, 

Thomas Yeung, CFA 

Market Analyst, InvestorPlace 

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.

The post Two of the Internet’s Favorite Stocks That Our Algorithms Also Love appeared first on InvestorPlace.

Now they’ve teamed up with legendary investor �������°� to fuse those insights with his Stock Grader system – and the results are remarkable. 

Today, Landon joins us to share how their new Ultimate Stock Strategy has uncovered more than 240 potential double-your-money opportunities in five years…

See that family snapshot below? That’s where it all started.

It was taken in 1989 at Ellis Park in Henderson, Kentucky – one of the oldest racetracks in America.

That’s me in the middle, making the “We’re No. 1” sign for the camera.

My older brother, Andy, is the tall boy to my left. Mom is behind me. Dad, in the striped yellow sports shirt, towers just off her shoulder. 

Then there’s Grandpa Rock, the proud guy in the middle with the hat, suspenders, and pocket-protector.

My brother and I grew up in Evansville, Indiana, just over the border from Henderson. Our childhood was pretty normal, with one exception: Grandpa Rock owned racehorses. 

How Risk, Reward, and Probability Built Our Investing Philosophy

This often took us out to the racetrack, about a 30-minute drive from home. Some of my best boyhood memories are of the trips we took to the 1.125-mile thoroughbred track at Ellis Park. 

My parents always gave Andy and me $2 to bet – with an important condition attached. We had to bet on Grandpa Rock’s horse. But we could pick whether it was to win, place, or show.

I was only 9. But it introduced me to the concept of risk versus reward. It ignited a love affair with statistics, probabilities, forecasting, and handicapping that would prove useful for trading the stock market as well as betting at the track.

And it was the inspiration for the consumer insights engine that Andy and I went on to create to help regular investors get an edge over the market.

Turning Data into an Investing Edge

It spots the products, brands, and companies gaining momentum on Main Street before they become news on Wall Street. And it does that by capturing and analyzing millions of consumer data points from across the web every single day. 

This includes:

• Social media posts on X, Reddit, YouTube, and Google
• Company-level web traffic trends and app usage
• Search trends and AI queries

In one day, it processes 1,230,030 items – from Reddit alone. That’s nearly 30 million data points a month… from just one of its data sources. 

Whenever a consumer takes to the internet to talk about or search for a product, our data engine captures it in real time. 

That data gets tracked back to publicly traded stocks you can invest in. And our system distills it all into a simple 0 to 100 Social Heat Score telling us where the next big opportunities lie. (The higher, the better.)

This gives us, and our subscribers, an “X-ray” view into consumer trends related to hundreds of publicly traded companies.

From Social Media to Stock Market Gains

Over the past 12 months, it’s been on fire. We’re talking about wins like:

• 92% on digital ad specialist Magnite Inc. (MGNI)
• 145% on online learning provider Stride Inc. (LRN)
• 461% on under-the-radar nuclear player Oklo Inc. (OKLO)
• 556% on trading platform Robinhood Markets Inc. (HOOD)

And that’s not me cherry-picking. The open positions in our model portfolio currently show an average gain of 83%.

But as hot as this strategy has been, it’s about to get hotter. That’s thanks to an exciting new collaboration with �������°�, a 45-year Wall Street veteran known as the “King of Quants.” 

We’ve been hard at work testing the resulting strategy. And over the past five years, we found it could have identified a stock that goes on to double, on average, every six trading days.

All told, during that five-year span, you could have doubled your money more than 240 times using this strategy.  

I’ll get into more details today. 

But first, a little more on the career path Andy and I took, inspired by our times with Grandpa Rock at the Kentucky races… and how it led us here today.

The Early Days: From College Dorms to Fintech Startups

Since growing up on the racetrack together, Andy and I have always been inseparable. 

We got our undergrad degrees together at Bellarmine University in Louisville, Kentucky. When we weren’t studying, we were holed up in our shared dorm room trading penny stocks. 

The one exception was when Andy headed to Boston University to pursue a law degree. Luckily for me, it didn’t take long for him to remember his real calling: investing. 

As it turns out, Andy had his own love affair with statistics, probability, and risk versus reward. Growing up on the racetrack will do that to you. 

He ditched the lawyer path to help me start our first fintech venture. We went on to found two more successful startups – a video streaming service for traders and an online financial services startup that created an exclusive Twitter stream for investors. 

And it was there, among millions of social media posts and meme chatter, where we had our eureka moment. 

We saw regular, everyday people constantly posting on social media about the brands they bought or intended to buy next. They’d talk about how they felt about them… whether they’d buy again… or recommend them to a friend.

So, we listened.

We found a way to use that data to forecast the sales of the companies they were buzzing about online. 

And we watched as consumer insights on social media spiked – and sales followed suit. Over and over again.

The lightbulb went off. The link between social media chatter and buying intent was clear.

Partnering With TradeSmith to Scale Our Edge

We founded the LikeFolio research firm in 2013 to bring our data engine to life. 

We secured an endorsement from Georgetown University with a study that proved our technology could “predict” future outcomes… 

And we teamed up with TradeSmith to bring our insights to everyday investors just like yourself.

Over the last five years, it’s delivered 26 double-your-money or more wins to our subscribers – all by looking for stocks with three common factors:

• Strong consumer demand
• High consumer happiness
• Macro trend tailwinds

But our drive to sharpen our edge never stopped. And we’re glad it didn’t. Because it led us to the “ultimate” stock strategy I mentioned up top.

What Comes Next Is Even Bigger

“What comes next?” is a question Andy and I have gotten into the habit of asking ourselves regularly.

We’re always pushing ourselves to make our system smarter, better, and more profitable for our subscribers.

And when we met Louis, the answer became clear. He has hands down one of the best track records of anyone we’ve met.

He launched his first newsletter in 1980, nearly a decade before that photo was taken of Andy and me at the races. 

Since then, he’s recommended 676 stocks that could’ve doubled your money or more. And his mutual funds and ETFs have been ranked No. 1 by Morningstar and The Wall Street Journal.

The New York Times even called him an “icon among growth investors” for the impact his quantitative approach has had on Wall Street.

The Ultimate Stock Strategy: Two Systems, One Goal

Louis’ approach to stock-picking is much like our own. He helps regular investors see which companies are worth your attention – and which aren’t. But instead of using our Social Heat Score to guide the way, he relies on his Stock Grader system. 

Stocks that get an A earn top marks. Stocks that get an F fail. Just like when you were in school. These marks are based on fundamental factors such as earnings, sales, and growth as well as momentum factors such as institutional buying. 

And it’s remarkably effective. In addition to the 676 stocks it’s identified that doubled or more, it’s identified 22 stocks that went on to climb 100-fold.

Our new Ultimate Stock Strategy comes from combining the two systems. We look at only Louis’ top-graded stocks. Then we layer on the online and social media signals we get from our Social Heat Score.

The results are jaw-dropping.

As I mentioned, we found it would’ve spotted more than 240 doubles over a five-year backtesting period… for an average gain of 244%.

Our mission has always been to bring hedge fund-level insights to the everyday investor. And that’s exactly what we did during a recent free broadcast, when Louis, Andy, and I shared everything you need to know during our Ultimate Stock Strategy event.

We’re leaving that event up online for a limited time, so you can still see this thing in action. 

We believe at least one of the stocks we identify during that free broadcast has the potential to double by Christmas. So you won’t want to miss it. 

Here’s that link again where you can watch.

The post From the Racetrack to Wall Street: The Formula That Keeps Beating the Market appeared first on InvestorPlace.

OpenAI is on a mission… to fulfill its mission.

The company, founded as a nonprofit research lab in 2015, formed its mission to “ensure that artificial general intelligence [AGI] – AI systems that are generally smarter than humans – benefits all of humanity.”

No individual or company has achieved AGI yet. But after this week, OpenAI could be one step closer… 

The company announced changes to its structure and new provisions to its partnership with Microsoft Corp. (MSFT). And this news has big implications for the future of AGI.

The development of this superhuman intelligence is a trend that I have been keeping a close eye on, and it is alive and well. In fact, experts believe it could arrive as soon as next year.

So, in today’s Smart Money, I’ll dive into how OpenAI’s latest news signals a major acceleration toward the company’s long-term goal of AGI.

Then, I’ll share the best ways to prepare for AGI’s arrival, all while growing your wealth.

Let’s jump in…

The New Microsoft-OpenAI Alliance

OpenAI struck a new partnership with Microsoft this week, but this isn’t the first for the pair.

The two companies officially started their partnership in 2019, when Microsoft invested $1 billion in the AI startup. That same year, knowing AI spending would only grow, OpenAI created a for-profit subsidiary to help scale its research and development efforts, with its nonprofit entity in control. (That becomes important in a bit.)

AGI was at the center of this initial partnership. And through it, Microsoft attained the rights to use OpenAI’s technology until it achieved AGI. Fast forward to this year, and Microsoft’s investment in OpenAI has totaled more than $13 billion.

Both companies benefit from using and building on each other’s new and existing AI models and have long supported each other financially… for better or worse. (During the recent quarter, OpenAI lost about $11.5 billion, costing Microsoft $3.1 billion of its net income.)

Then on Tuesday, OpenAI announced a new chapter in its partnership with Microsoft. One that gives the latter a 27% equity stake in the startup. And it’s all thanks to a new restructuring…

Inside OpenAI’s New Structure

OpenAI says it has finalized its previously controversial for-profit restructuring.

Remember when I said that the startup had created a for-profit subsidiary? Well, that subsidiary has now converted into a public benefit corporation called OpenAI Group PBC. This move resulted in a recapitalization that Microsoft had to approve, hence the new partnership.

The nonprofit entity is now called the OpenAI Foundation. It controls OpenAI Group, and both of them have the same AGI-focused mission.

Following this announcement, Microsoft now holds a $135 billion investment in the company. This new agreement allows Microsoft to keep its exclusive IP and Azure API rights until OpenAI achieves AGI. But new provisions were added.

The ones pertinent to AGI include…

• Once AGI is declared by OpenAI, that declaration will now be verified by an independent expert panel.
• Microsoft’s IP rights for both models and products are extended through 2032 and now includes models post-AGI, with appropriate safety guardrails.
• Microsoft can now independently pursue AGI alone or in partnership with third parties.

These changes mean three things for certain: 1) Microsoft and OpenAI are continuing their close partnership, 2) AGI is still anyone’s game… now including Microsoft’s, and 3) a lot of money is involved.

It is important to note that OpenAI’s restructuring frees it to scale like a tech giant. This is significant because true AGI research requires enormous compute resources, data, and long-term funding. So, the company is indisputably gearing up to build the hardware and training infrastructure AGI will require.

What’s more, OpenAI is now also considering filing for an initial public offering (IPO) as soon as the second half of 2026. Chief Financial Officer Sarah Friar confirmed that the company’s restructuring is part of positioning for a public listing.

It is laying the groundwork to raise funds that could value the company at up to $1 trillion. This would be among the largest IPOs ever, and further signals OpenAI’s need for large future capital needs to fund infrastructure and research AGI.

Discussions around the IPO indicate strong investor and market confidence in AI’s growth potential… and, subsequently, AGI’s growth potential.

Now, that was a lot of shop talk. But here’s what it all means for us investors…

The Smart Way to Position for AGI

OpenAI’s restructuring is a reminder that this powerful new technology may be around the corner. And in this new world, AGI could create immense wealth for early investors.

That is why in my free The Road to AGI: Final Warning broadcast, I show you how you can get in on AGI’s ground floor. I detail my three-part “future proof” blueprint for a world of rapidly accelerating AI.

That blueprint features…

• The reasons why energy, real estate, and biotech are some of the most dynamic ways to play AGI.
• My No. 1 AGI-related stock pick with limitless potential on the Road to AGI.
• Details on critical stocks to avoid or sell immediately before they collapse.

I also dive deep into the unprecedented dangers AGI represents for the world… and the even more unprecedented opportunities AGI presents to investors.

Rather than buying into expensive top-dog companies, like Microsoft (or maybe soon OpenAI itself) – with little growth left – I’ve identified three categories of AI investment that are the only ones to buy right now. 

Everything that falls outside these categories is either too risky… or on its way out.

Click here to learn more.

Regards,

�������°�

The post Microsoft Just Bet $135 Billion on AGI… but You Shouldn’t Follow Them appeared first on InvestorPlace.

Sometimes, powerful results can emerge from combining two great things – especially when they seem like opposites.

Think about peanut butter and chocolate.

When combined thoughtfully, even contrasting elements can produce something far greater than the sum of their parts.

When the Broadway musical Hamilton debuted in 2015, it was revolutionary, wildly popular and extremely profitable.

The show was a cultural collision no one had seen before. One part was Broadway’s traditionally classical melodies and choreographed showtunes. The second was the energy and rhythmic wordplay of rap.

The result was historic. At its peak, the show set records for weekly earnings on Broadway. At one point, it grossed more than $4 million in a single week during the 2018 Christmas holiday.

Today, estimates are that it has earned more than $1 billion through its Broadway shows, domestic and international tours, merchandise, albums, and film.

The genius of Hamilton came from merging two worlds that didn’t seem to belong together — and that fusion created something extraordinary.

Investors can take a similar lesson.

What if, rather than sticking with just one market approach (despite a good outcome), combining two systems could deliver even better results?

We recently saw investing legend �������°� combine his proven quantitative stock picking system with another that could lead to bigger gains … and I’ll share a pick today.

An AI Energy Winner

Successful stock-picking systems often stand out for their unique strengths.

Regular Digest readers know all about �������°�’s system.

Louis’ stock grader system is built on quantitative rigor and high-powered computers. He has developed and refined this system over the past 40 years to pinpoint fundamentally strong stocks – the kind that big institutional investors invest in heavily.

In his Breakthrough Stocks service, Louis focuses exclusively on small-cap stocks that have excellent fundamentals and are starting to attract big money.

In March, Louis recommended Bloom Energy (BE), noting that it was poised perfectly to satisfy some of the energy needs of the AI revolution. Here is what he wrote when he recommended it.

Bloom Energy’s solutions ensure that the power is always on – and that’s why many big-name companies have already deployed the company’s platform. A few of Bloom Energy’s customers include Adobe, AT&T, Comcast, FedEx, Google, Honda, Intel, Lockheed Martin, Medtronic, Morgan Stanley, Panasonic, Staples, Target, Verizon, Walmart and Yahoo!.

You’re probably aware that a lack of reliable power is one of the biggest hindrances to the AI Revolution. Well, Bloom Energy is helping to solve this problem, as it has served data centers with reliable power for the past 13 years.

Louis monitors the market to find stocks that have only recently started to meet his Breakthrough Stocks standards and have big future growth potential. In other words, he only recommends companies right at the beginning of their growth curve, enabling investors to buy them before they shoot upward.

Since Louis’ recommendation, Bloom has gained more than 450% – in seven months.

BE is trading below Louis’ buy limit of $138, so there is still room left for this stock to run.

Louis’ 40-year track record of recommending high-quality stocks with institutional buying pressure speaks for itself.

So, what would happen if we added another layer to the equation?

Popularity Signals

You may not be as familiar with the success of Andy and Landon Swan, who publish with our corporate affiliate, TradeSmith.

The Swan Brothers’ Social Heat Score captures Main Street sentiment and social trend analysis; it’s a measure of the market’s emotional pulse.

The Swans have developed a system that pulls millions of data points from across the web – from social media posts to AI queries, search volumes to web traffic trends. They then combine these into a 0 to 100 score that measures company popularity.

These numbers are so critical that several Fortune 500 companies and several of America’s largest hedge funds pay up to $750,000 for their research.

One of their big winners included the sports-betting company DraftKings (DKNG). When DKNG went public in 2020 it immediately faced some headwinds caused by the Covid pandemic.

But by June 2022, things started to change.

The Swan’s system began to pick up signs that online sports betting was becoming rapidly popular. Plus, the online and social media comments about DraftKings were extremely positive.

They recommended the stock, and it went on to soar more than 200% in the coming months.

Seeking Superior Results

After meeting and discussing their systems, Louis and the Swans quickly realized that the Social Heat Score pairs perfectly with Stock Grader, which considers a longer-term outlook.

That was the idea … but would it actually work?

To find out, the TradeSmith team undertook a five-year backtest that showed more than 240 potential doubles, 12 ten-baggers, and an average gain of 244 percent – across every kind of market: up, down, and flat.

At their co-hosted event earlier this week, Louis and the Swans revealed that this new system is now detecting a divergence in the market. Some popular names could struggle in November, while a handful of new leaders are emerging fast.

If you missed the broadcast, the replay is still available for a short time.

In it, you’ll see exactly how this new system works and the kinds of signals that spotted BE and DKNG early. You’ll also get three free stock recommendations – two buys and one sell – that the experts shared during the event.

When you combine these two systems, the results are something that neither could achieve alone. Both systems are based on measurements … but of different factors affecting the market.

With this new strategy, you could find the next generation opportunities like this – possibly weeks, months or even years before the crowd catches on.

Click here to watch the replay while it is still online.

Hamilton took two successful forms and created something new with grand success. Like the fusion of Broadway musicals and rap, these two systems create something new for investors that can help build long-term wealth.

Enjoy your weekend,

Luis Hernandez

Editor in Chief, InvestorPlace

The post An Investing Strategy With a Hamilton-Like Upside appeared first on InvestorPlace.

These stories are meant to keep you on edge, looking over your shoulder. And lately, that’s exactly what Wall Street has been doing.

Investors are whispering about a new ghost haunting the markets – the ghost of the AI bubble.

You can’t open Bloomberg, The New York Times or The Atlantic without hearing warnings that AI stocks have gone too far, that valuations are stretched, that this rally feels just like the dot-com days. Some even argue that the productivity gains from AI haven’t materialized yet.

Now, I’ll admit that supernatural things could be real. We might look back someday and say this was a bubble ready to pop. However, just as there’s no proof ghosts are real, I don’t see any real evidence of a bubble right now, either.

As you know, I’m a numbers guy. And the proof is in the numbers. They show real profits, real innovation and real demand driving this boom, not ghosts.

No group captures that better than the Magnificent Seven – the market’s biggest names, each betting billions on AI to power their next phase of growth. And with five of them stepping into the spotlight this week, we’re getting a clear look at who’s chasing the future… and who’s still haunted by doubt.

So, in today’s Market 360, let’s look at the numbers and see which companies are proving the AI boom is built on substance – and which might be smoke and mirrors. We’ll also examine what my proprietary Stock Grader (subscription required) has to say about these names. Then, I’ll show you how to stay positioned for the next phase of the AI Revolution.

Alphabet

After the close on Wednesday, Alphabet Inc. (GOOGL) reported a strong quarter that easily topped expectations. The company reported $2.87 earnings per share on $102.4 billion in revenue, surpassing Wall Street’s forecasts for $2.27 and $99.9 billion, respectively.

That’s a 35% jump in earnings and a 16% increase in revenue from a year ago. Not to mention its first-ever $100 billion quarter.

Alphabet’s advertising business remains rock solid, with Search revenue climbing to $56.6 billion and YouTube ads reaching $10.3 billion, both beating estimates. CEO Sundar Pichai credited much of that momentum to the integration of AI features like Gemini – the company’s flagship model that powers everything from Search to Cloud services.

The real breakout, though, was Google Cloud, which surged 34% to $15.2 billion, lifting its segment operating income to $3.6 billion – nearly double last year’s results. Meanwhile, the division’s backlog has grown to a staggering $155 billion.

Management also raised its 2025 capital spending forecast to between $91 billion and $93 billion. This reflects the massive investment it’s making to expand AI and data center capacity.

Bottom line: Alphabet proved that its AI investments are translating into real, measurable growth, which is also why it earns a “B” (Strong) in Stock Grader.

Meta Platforms

Meta Platforms, Inc. (META) also reported on Wednesday, delivering strong top-line growth but headline earnings that were skewed by a one-time tax charge, which sent the stock tumbling.

The company generated $51.2 billion in revenue, up 26% from a year ago, while earnings came in at $1.05 per share. Excluding the non-cash $15.9 billion tax hit, however, Meta’s adjusted earnings would have been $7.25 per share, representing a 20% increase from a year ago.

The Family of Apps business continues to do the heavy lifting, with $50.8 billion in revenue supported by a 14% jump in ad impressions.

Diving deeper, the big headline was spending. Meta has raised its 2025 capital expenditures forecast to $70-72 billion and signaled that 2026 spending will climb even higher as it expands AI data center capacity and hires more engineering talent. CEO Mark Zuckerberg called this “an exciting period in our history,” pointing to the company’s advances in AI glasses and its new Meta Superintelligence Labs.

So, Meta’s core ad business remains unstoppable, and its heavy AI investments show a company positioning itself for the next decade of growth. But I should add that it currently gets a “C” (neutral) in Stock Grader, which means you may want to hold off for now.

Microsoft

The last of the group to report on Wednesday was Microsoft Corporation (MSFT). The company reported revenue of $77.7 billion, up 18% from last year and ahead of the $75.5 billion analysts expected. Earnings jumped 12% year over year to $3.72 per share, topping estimates for $3.68 per share.

The cloud business was, once again, the star. Microsoft Cloud revenue jumped 26% to $49.1 billion. Intelligent Cloud rose 28% year over year to $30.9 billion, besting expectations for $30.2 billion. Azure and other cloud services jumped 40%, marking another quarter of accelerating momentum and demonstrating how rapidly AI demand is scaling across industries.

And Microsoft isn’t holding back. Capital spending soared 74% year over year to $34.9 billion, with nearly half of that going toward high-end chips to fuel Azure’s expansion. As CEO Satya Nadella put it, Microsoft is building a “planet-scale cloud and AI factory.”

I should also note that Microsoft is deepening its partnership with OpenAI. Just this past Tuesday, the two reached a new agreement where Microsoft holds a 27% stake in OpenAI’s for-profit arm, and OpenAI has committed $250 billion in Azure spending over the next several years.

Between 40% Azure growth, record cloud bookings and relentless AI investment, Microsoft’s quarter made one thing clear: This isn’t a company reacting to the AI boom… it’s the one powering it. That’s also why it earns a “B” (Strong) in Stock Grader.

Amazon

Amazon.com, Inc. (AMZN) reported after the bell on Thursday and beat expectations.

Earnings increased 36% year-over-year to $1.95 per share. Analysts were expecting $1.58 per share. Revenue rose 13% to $180.2 billion, topping estimates for $177.8 billion.

Amazon Web Services (AWS) was the star. Cloud revenue rose 20% to $33 billion and segment operating income reached $11.4 billion. Management highlighted accelerating AI demand, noting its custom AI chip, Trainium2, is now a multibillion-dollar business that grew 150% from last quarter.

Additionally, “Project Rainier” went live, which is Amazon’s new large-scale AI compute cluster. It contains roughly 500,000 Trainium2 chips.

Company-wide operating income came in at $17.4 billion, essentially flat year over year due to an FTC settlement and severance tied to planned job cuts.

Advertising continued to scale, with revenue climbing 24% year-over-year to $17.7 billion. The company’s AI-powered tools like Rufus and Help Me Decide are helping to drive that growth by improving product discovery and engagement across its retail platforms.

Following this report, Amazon raised its fourth-quarter sales guidance to a range of $206 billion to $213 billion. In short, Wall Street was delighted with the results, sending the stock up by 10% on Friday. Amazon currently rates a “C” (Neutral) in Stock Grader.

Apple

Apple Inc. (AAPL) rounds out the Big Tech earnings week.

The company reported earnings of $1.85 per share on $102.5 billion in revenue, topping Wall Street forecasts for $1.77 and $102.2 billion, respectively. That’s 13% earnings growth and an 8% increase in sales year over year – marking a record September quarter and capping off a record fiscal year with $416 billion in annual revenue.

iPhone sales came in just shy of expectations at $49 billion, but CEO Tim Cook said demand for the new iPhone 17 lineup remains strong, with supply “constrained by high demand.” Cook added that the company expects the December quarter to be its “best ever” for both iPhone and total revenue.

Apple’s Services segment – its second-largest business – climbed to a record $28.7 billion, above the $28.2 billion expected. The category continues to be a powerful profit driver, helped by growth in subscriptions, App Store revenue and Apple Pay usage. Mac and iPad sales also modestly beat forecasts, at $8.7 billion and $7 billion, respectively.

Greater China revenue was a weak spot, at $14.5 billion versus the $16.4 billion analysts projected. But Cook emphasized that he expects a return to growth next quarter as iPhone 17 availability expands.

All told, this was another steady quarter from one of the world’s most valuable companies. Margins are holding up, services are accelerating and early iPhone 17 momentum points to a strong finish for 2025.

Shares of AAPL briefly hit an all-time high on Friday before pulling back a bit. The stock currently earns a “C” (Neutral) from Stock Grader.

Beyond the Ghost Stories…

What’s clear to me at this point is that all of this talk about an “AI bubble” is a lot like a good ghost story. It plays on real fears that we have, but they aren’t based in reality.

That’s why it’s so important to stay grounded in facts, not fear. Because while this market may be a bit frothy, the reality is the strongest stocks aren’t built on hype – they’re built on earnings, innovation and demand. And right now, no company embodies that better than another Magnificent Seven stock: NVIDIA Corporation (NVDA).

Its chips aren’t just fueling growth, they’re powering nearly every major AI model, data center and innovation on the planet. That’s why, even after a historic run, I still consider NVIDIA the stock of the decade. Because as the AI industry expands, it becomes increasingly dominant.

In fact, its next breakthrough could be even more transformative – a leap so large that Bank of America says it may be “the biggest revolution for humanity since discovering fire.”

Early tests suggest this new technology could be 1,000 times more powerful than today’s AI, igniting what I call The NVIDIA Shock of 2025.

I just recorded an urgent briefing explaining how this shift could reshape entire industries, and the small group of companies I believe could soar alongside NVIDIA as this next revolution unfolds.

If you missed the 150X boom from NVIDIA’s AI chips, this could be your second chance… and it may be even bigger.

Click here to watch my urgent briefing now.

Sincerely,

�������°�

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

NVIDIA Corporation (NVDA)

The post Is the “AI Bubble” a Ghost Story? Here’s What the Numbers Say… appeared first on InvestorPlace.

�������°�, one of America’s top quantitative investors, saw this coming long before Wall Street did. His Stock Grader system flagged Nvidia years ago, when most analysts still thought of it as a gaming-chip maker. Now he’s showing how that same data-driven approach can find the next Nvidia even earlier.

That’s why Navellier has teamed up with Andy and Landon Swan, two pioneers in real-time consumer analytics, to launch The Ultimate Stock Strategy – a new system that merges hard fundamentals with social-sentiment data.

Their goal: to spot market leaders before they make headlines.

In today’s piece, Louis explains how Nvidia reached this historic milestone – and how his new collaboration could uncover the next generation of AI-driven winners. Read on to see what pushed Nvidia past $5 trillion and how to position yourself for what comes next…

NVIDIA Corporation (NVDA) just made history. Again.

This week, NVIDIA became the world’s first $5 trillion company. 

The rally wasn’t just driven by hype, either. After unveiling a new wave of partnerships and projects that signal how deeply it has embedded itself in the global AI economy, the stock went on a tear – up 16% in five days as of yesterday.

If you’re a regular reader, you know that I predicted this last summer. 

The stock has soared more than 60% since I made that call. 

So, in today’s Market 360, we’ll talk more about what pushed NVIDIA over the top this week. I’ll also cover how my Stock Grader system found it years before Wall Street caught on – and how my new partnership with Andy and Landon Swan is designed to find the next big winner even earlier.

Let’s dive in.

What Pushed NVIDIA Past $5 Trillion

NVIDIA’s stock surged after a slew of announcements at its GTC event, where CEO Jensen Huang gave the keynote address. Here’s just a sampling of what we learned:

• Roughly $500 billion in AI-chip orders now committed through 2026.
• A new U.S. Department of Energy partnership to build seven national supercomputers powered by NVIDIA architecture.
• A collaboration with Eli Lilly and Company (LLY) to create a dedicated AI supercomputer for drug discovery and pharmaceutical design.
• Fresh autonomous-vehicle partnerships, including Lucid Group Inc.’s (LCID) upcoming Level 4 self-driving EV and a new robotaxi program between Stellantis N.V. (STLA), Uber Technologies Inc. (UBER) and Foxconn using NVIDIA hardware and software.
• A $1 billion strategic investment/partnership with telecom provider Nokia Oyj (NOK) to rollout 6G network infrastructure, with the goal of enabling a move from 5G to 6G via software upgrades alone.
• New investments in AI factories, quantum-computing centers, and more.

These aren’t incremental product launches. They’re not short-term contracts. They’re proof that NVIDIA has become the backbone of the next generation of computing.

Now, while I may have made my big prediction last summer, I’ve been pounding the table on NVIDIA for years – and it’s all because of my Stock Grader system. Here’s why… 

How I Found NVIDIA Early

When my system first flagged NVIDIA in 2005, most investors still thought of it as a gaming-chip company. But Stock Grader doesn’t chase headlines. It ranks thousands of stocks using eight key fundamental metrics – earnings growth, sales acceleration, profit margins and institutional buying pressure among them.

NVIDIA earned one of my highest grades that year. It was growing revenue faster than almost any other semiconductor firm, and big institutions were quietly piling in.

Over the years, the company transformed from a small graphics-card maker into the dominant force behind AI computing. That early A-grade call led to a 44,000% climb, one of the most remarkable runs I’ve ever seen.

Over at my Growth Investor premium service, I recommended NVIDIA in May 2019 – and we’re currently up about 4,600%.  

The point is that Stock Grader identified multiple opportunities to get in on this generation-defining company. And as I’ve told my readers before, this is a company that should do well through the end of the decade, and possibly beyond. 

That’s the value of letting the data guide you instead of emotion.

A Different Kind of Data

Around the time I was relying on fundamentals to find stocks like NVIDIA, brothers Andy and Landon Swan were building a system to find winners by listening to the crowd.

I introduced you to the Swans earlier this week. 

Their technology tracks millions of social-media posts, search trends and web traffic to measure real-time excitement around brands and products. It’s a way to see what consumers love – and what they’re walking away from – before that activity shows up in quarterly results.

It’s like having a finger on the pulse of the consumer – and by extension, the market. 

To put it simply, this is next-gen stuff, folks. It’s one of the most impressive systems I’ve ever seen.

One of their biggest successes was Celsius Holdings, Inc. (CELH), the fast-growing energy-drink company in the U.S. Their data showed consumer mentions exploding in early 2022, long before Wall Street noticed. They bought in under $10 a share. By the time analysts caught on, Celsius had climbed nearly 400%.

They saw similar results in Hims & Hers Health, Inc. (HIMS), up roughly 550% since their system flashed, and Robinhood Markets, Inc. (HOOD) before a 600% run.

Different methods, same goal. Their system captures what people are doing with their money. Mine captures what companies are earning with it.

But here’s where things start to get interesting… 

What Happens When You Combine the Two

On October 28, the Swans and I unveiled a new collaboration called The Ultimate Stock Strategy.

It merges my Stock Grader fundamentals with their real-time consumer analytics to identify “Ultimate Stocks” – companies that are financially strong, gaining institutional support and already trending among consumers.

Our five-year backtest showed more than 240 potential doubles, 12 ten-baggers, and an average gain of 244 percent – across every kind of market: up, down, and flat.

And during our live event, we revealed that this new system is now detecting a divergence in the market. Some popular names could struggle in November, while a handful of new leaders are emerging fast.

If you missed our broadcast, the replay is still available for a short time.

Why You Should Watch

In the replay, you’ll see exactly how this new system works and the kinds of signals that spotted NVIDIA and Celsius early. You’ll also get three free stock recommendations – two buys and one sell – that we shared during the event.

NVIDIA’s rise proves what can happen when you recognize a major shift before everyone else. The same goes for the Swans with Celsius. 

With this new strategy, you could find the next generation opportunities like this – possibly weeks, months or even years before the crowd catches on.

Click here to watch the replay here while it’s still online.

The post The Data That Found NVIDIA Early Could Find the Next Market Giant appeared first on InvestorPlace.

Here’s a Halloween Pop Quiz:

Wednesday marked only the fifth time that the Federal Reserve has cut interest rates when the S&P is trading at all-time highs…

Does history suggest that the next 12 months will bring tricks or treats for market returns?

Ready?

According to JPMorgan, in each of these five instances, the S&P was higher one year later with an average return of 20%.

The worst performance?

A “measly” 15% higher.

Now, that alone should invigorate the bulls. But we can take it one step farther…

What if – for the most explosive parts of today’s market – the Fed and its interest rate policy didn’t even matter that much for the foreseeable future? So, even if the Fed doesn’t cut rates again in December, prospective gains won’t slow?

Our hypergrowth expert Luke Lango, editor of Innovation Investor, made this case yesterday:

Increasingly, the Fed does not matter – not in the way it used to.

Once, a hawkish Fed would kill stocks, and a dovish one would ignite a rally. But we are in a new regime now.

In today’s market, artificial intelligence is the new center of gravity. And AI does not care whether Jerome Powell cuts again in December…

Instead, the thing keeping U.S. equities afloat is the AI buildout…

Data centers. Power infrastructure. High-performance chips. Advanced packaging. Cooling. Grid upgrades. Industrial equipment. 

That is the capex supercycle.

Federal Reserve Chairman Jerome Powell admitted as much in his press conference on Wednesday:

I don’t think that the spending that happens to build data centers all over the country is especially interest-sensitive.

This is one of those powerful tailwinds that will juice portfolios for the next several years. But it could be even bigger than the hyperscalers have let on…

Yesterday, Joe Lonsdale, co-founder of Palantir and founder of venture firm 8VC, said that Big Tech is downplaying the scope of resources they’ll need to achieve their AI goals.

From Lonsdale:

[These companies are] afraid to scare their investors, and so they are telling them they need a lot less capital, a lot less energy than they know they actually do…

If anything, I think we’re underestimating how much investment is going to go into this space and how much we’re going to need.

So, what’s the investment action step?

Back to Luke:

Own the companies building the compute backbone of the next industrial platform, the power equipment firms wiring up the new grid for those data centers, the infrastructure enablers of the most aggressive private-capex boom we’ve seen in modern history…

Because if the Fed cuts in December, AI spending will be big. And if it doesn’t, AI spending will still be big.

AI has an insatiable appetite for energy.

So, as AI becomes more powerful, it will demand even more electricity.

Luke, along with �������°� and �������°�, identified one of the sources of this added energy demand in yesterday’s issue of Power Portfolio. This service features a “best of” compilation of stocks from our three lead analysts.

From the crew:

Generative AI video is now beginning to take hold, and this technology requires exponentially more energy than traditional language models.

One study from Hugging Face finds that doubling the height, width, or temporal (time) dimensions of a video quadruples the amount of computing required.

This makes generative video projects like OpenAI’s Sora app enormous energy hogs.

Each five-second video can use as much energy as a microwave running for an hour or more, and OpenAI is now projected to burn through $115 billion in cash through 2029. (That’s enough to run a high-powered microwave for 65 million years.)

Bottom line: One of the best ways to play AI – in addition to tech infrastructure buildout – is through power itself.

One example of a company in the crosshairs of this opportunity is Oklo (OKLO). It’s pioneering a new era of compact nuclear reactors designed to deliver clean, reliable, and scalable power – exactly what the AI revolution requires to sustain its explosive growth.

Now, Oklo isn’t some obscure story we just stumbled across. It’s a company uncovered by Andy and Landon Swan’s cutting-edge data engine – a system that tracks millions of online conversations, search trends, and spending patterns to pinpoint the next breakout opportunities before Wall Street even notices.

Whenever consumers take to the internet to talk about or search for a product, the Swans’ proprietary data system captures that activity in real-time.

It then connects those trends back to publicly traded companies, distilling it all into a “Social Heat Score” that highlights where real-world enthusiasm is building fastest. That’s how they spotted OKLO early and were on board before it then surged more than 450%.

But the Swan brothers aren’t the only ones using data to beat the market…

For decades, legendary investor �������°� has built his reputation on using quantitative data to generate triple-digit returns for his readers. His Stock Grader system has uncovered 676 stocks that could have doubled your money or more.

As we’ve been profiling this week, Louis just teamed up with Andy and Landon to create a hybrid stock-picking system that fuses Louis’ quantitative fundamental methodology with the Swans’ real-time social data.

Backtests show that their combined system dug up 240 double-your-money opportunities over just five years, with an average gain of 244%.

They dove into the details earlier this week at their “Ultimate Stock Strategy” event. If you missed it, the free replay is still available here.

On Sunday, the Wall Street Journal ran a piece titled “More Big Companies Bet They Can Still Grow Without Hiring”.

From the piece:

It is the corporate gamble of the moment: Can you run a company, increasing sales and juicing profits, without adding people?

American employers are increasingly making the calculation that they can keep the size of their teams flat—or shrink them through layoffs—without harming their businesses.

Part of that thinking is the belief that artificial intelligence will be used to pick up some of the slack and automate more processes.

As we’ve been covering extensively in the Digest, companies are increasingly turning to AI and robotics, using them to replace human workers. The logic and calculation behind this is straightforward.

From our Wednesday Digest:

Humans: massive salary expense, benefits expense, sick days, vacation days, human error on the job…

AI/Robotics: one-time CapEx expense for AI software and/or robotics, marginal yearly maintenance expense, perfect job execution with no need for rest/breaks/benefits/and so on…

But don’t take it from me. Here’s Airbnb’s CEO Brian Chesky:

If people are getting more productive [thanks to AI], you don’t need to hire more people.

I see a lot of companies pre-emptively holding the line, forecasting, and hoping that they can have smaller workforces.

This underscores one reality that wise investors – and employees – will recognize today…

The next decade will witness a massive reallocation of corporate capital – away from payrolls, into power.

According to Goldman Sachs, U.S. data center electricity demand is set to double by 2030, and that estimate may already be conservative.

The International Energy Agency has recently warned that the AI boom alone could consume as much power as an entire industrialized nation, such as Japan, within just a few years.

That explains why some of the most forward-looking firms are racing to secure long-term energy contracts or to invest directly in their own generation capacity.

As we’ve covered in past Digests, Microsoft and Amazon are already locking in deals with renewable producers. Google is experimenting with geothermal. And a handful of smaller innovators – like Oklo – are developing compact nuclear reactors to provide 24/7 clean power where traditional infrastructure can’t reach.

The implications go far beyond Big Tech. Every AI-enabled industry – including logistics, finance, healthcare, and manufacturing – will need dependable, affordable electricity to compete.

Here’s Sam Altman, CEO of OpenAI:

Electricity is not simply a utility. It’s a strategic asset that is critical to building the AI infrastructure that will secure our leadership on the most consequential technology since electricity itself.

Bottom line: We’re at the beginning of a new “golden age” for energy, driven by exponential computing demand. This deserves a place in your portfolio.

The opportunities won’t stop at an electricity buildout for tomorrow.

Let’s return to Luke to explain why, and tell us where to look today to get ahead of the curve:

Hyperscalers are under intense pressure to ditch diesel and move to clean, modern, always-on solutions.

That’s why a new consensus is emerging: every AI data center should pair its grid power with onsite energy storage.

So, SMRs, gas, and renewables will keep the lights on, while batteries and fuel cells will keep things running even if the grid hiccups.

It’s a two-front energy war – power generation and reliability. And Wall Street hasn’t priced in the second front yet…

This is a bigger story that will require more space than we have for the rest of today’s Digest. So, we’ll circle back.

But here’s Luke’s preview:

Wall Street’s still asleep at the wheel.

Investors are treating batteries and fuel cells like some clean-tech sideshow. They’re not seeing what’s right in front of them: these systems are core AI infrastructure. 

That’s the blind spot – and the opportunity.

Yesterday, after the closing bell, Amazon reported that it beat on both revenues and earnings, while lifting its capital expenditures forecast to $125 billion for the year (from $118 billion).

Wall Street is cheering sales at Amazon Web Services, which climbed 20% from last year. The stock is up 10% as I write.

Apple also beat on both the top and bottom lines, but iPhone sales in China just missed forecasts, which is weighing on the stock slightly (AAPL is flat as I write).

However, management was bullish on Q4, forecasting revenue to climb 10% – 12% thanks to iPhone 17 upgrades.

Overall, the Magnificent Seven earnings this week have been strong – certainly nothing that’s dinging Wall Street’s enthusiasm for AI.

And so, the party rolls on…

(Disclaimer: I own AMZN and AAPL.)

Have a good evening and Happy Halloween,

Jeff Remsburg

The post Forget the Fed: Here’s the Real Market Driver appeared first on InvestorPlace.

The Federal Reserve just handed Wall Street a Halloween treat – a second rate cut. But behind the sweet headline lies something much scarier.

See, the real monster we have to worry about this season isn’t inflation anymore.

It’s the job market. Things are beginning to look frightening. (More on that in a moment.)

In today’s Market 360, we’ll break down why the Fed had to make this move, what it tells us about the economy’s next phase and where investors should look for opportunities as the rate-cut cycle takes hold.

What We Learned From the Fed

In a 10-2 vote, the Federal Reserve announced a 0.25% rate cut on Wednesday, the second cut of the year, bringing the federal funds rate down to a range of 3.75% to 4%.

Initially, markets cheered. But the sugar rush didn’t last long. Treasury yields jumped, the Dow and S&P 500 slipped into the red and the NASDAQ only barely managed a small gain.

The reason? Fed Chair Jerome Powell made it clear that another cut in December is not guaranteed. “Policy is not on a preset course,” he said. “A further reduction in the policy rate at the December meeting is not a foregone conclusion.”

He even admitted that there were “strongly differing views” among committee members about the path forward.

Powell also noted that inflation has “eased significantly from its highs in mid-2022 but remains somewhat elevated.” He pointed to tariffs as a factor contributing to price increases in some goods, but said the Fed views those effects as temporary – a one-time bump rather than a lasting inflation threat.

Alongside the rate cut, the Federal Reserve made another major announcement: It will officially end quantitative tightening (QT) on December 1.

That means the Fed will stop allowing Treasurys and other securities to roll off its balance sheet. Instead, it will begin reinvesting those maturing bonds.

Simply put, it means the central bank will stop pulling liquidity out of the financial system – a clear signal that policy is shifting to a more supportive stance.

And that, folks, is perhaps just as bullish as a rate cut.

See, ending QT isn’t just a technical adjustment. It changes how money moves through the system. By halting the balance sheet runoff that has been removing roughly $60 billion to $90 billion in liquidity each month, the Fed is easing funding pressures and allowing reserves to rebuild. That can make it easier for credit to flow, for collateral to circulate and for markets to breathe again.

Bottom line: More liquidity means more fuel for risk assets.

The Monster in the Labor Market

In the meantime, as I mentioned earlier, the real monster lurking around the corner is the labor market.

During Powell’s press conference, he said the job market is “not declining quickly,” but it is cooling. He also admitted the Fed is watching AI-driven layoffs “really carefully.”

The reality is that job openings are falling and layoffs are increasing. Companies are quietly turning to AI and automation to do more with less.

Just look at the recent announcements:

• Target Corporation (TGT) is cutting 1,800 jobs.
• United Parcel Service, Inc. (UPS) is slashing a staggering 48,000 positions.
• Amazon.com, Inc. (AMZN) just announced 14,000 layoffs – and hinted that more are on the way.
• Paramount Skydance Corporation (PSKY) is laying off more than 1,000 employees.

And that’s just from the past couple of weeks.

The headlines make the trend impossible to ignore. The Wall Street Journal warned that “tens of thousands of white-collar jobs are disappearing as AI starts to bite,” while outlets from MarketWatch to CNN and NBC reported sweeping cuts at companies large and small.

What’s clear is that AI isn’t just disrupting traditional blue-collar jobs – it’s starting to replace white-collar roles, too.

The Economic Singularity

If you’ve been following my work at all this year, this isn’t news to you.

That’s because I’ve been telling my readers that we’re entering what I call the Economic Singularity – the moment when technology overtakes traditional work.

AI is also rewriting how wealth itself is created. Companies that harness AI can now generate more output with fewer people, shifting value away from human labor and into the hands of shareholders.

It’s a transformation as significant as the Industrial Revolution, only faster and far more concentrated.

That’s why I’ve been warning about this shift for months. The same technology that’s eliminating jobs is also creating enormous opportunities for investors.

I’ve identified seven companies that are positioned to dominate this next era – what I call the “Singularity 7.” Each is built to thrive as AI reshapes the global economy.

The Fed can cut rates, but it can’t stop this transformation. The only real question is whether you’ll be on the right side of it.

Go here to learn more now.

Sincerely,

�������°�

Editor, Market 360

P.S. Longtime readers may remember my colleague Jonathan Rose.

Jonathan began his career as a floor trader at the Chicago Mercantile Exchange during the dot-com boom and eventually became a market maker at the Chicago Board Options Exchange – the world’s largest options exchange.

Today, he teaches everyday investors how to trade like professionals.

And as Jonathan recently told his followers, “Back on the trading floor at the CME, we lived for moments like this.”

He’s absolutely right. Jonathan has been on a fantastic run with his trades recently. And starting next week, you’ll be hearing more from him. Stay tuned.

The post The Monster Lurking Behind the Fed’s Rate Cut appeared first on InvestorPlace.

We’re living a K-shaped reality. 

Capital keeps compounding while labor absorbs layoffs. Miss the winners and you’re stuck financing burritos on BNPL (buy now, pay later) while your neighbor’s AI stocks rip to all-time highs.

Earnings keep validating the thesis. Celestica (CLS) – a data-center networking supplier – posted a classic beat-and-raise, with revenues up 28%, AI-related communications up 82%, operating margin up 90 bps, EPS up 52%, and an even stronger Q4 outlook. Rambus (RMBS) shows the same pattern with product revenue (the AI piece) up 41%. Even energy names tethered to AI demand are surprising to the upside.

Most folks crowd into obvious chip leaders. Fine. But second-order beneficiaries – power, uranium, and storage – may deliver better risk/reward as AI’s physical buildout becomes the choke point.

Below I’ll map the three-layer “AI Energy Complex,” flag the two macro tells I’m watching, note a stealth setup in Bitcoin, and end with a standout print. But first, be sure to watch the latest Being Exponential With Luke Lango to learn more. Just click the video below:

The State of the Boom and the K-Shape Widening

Policy missteps (tariff checks with rate cuts) could replay 2020–21 fun followed by a 2022-style bill. Yet the market prices one quarter at a time, and today’s tape says the AI economy is still outrunning “everything-else” America. 

Watch credit availability and true labor-market weakness; cracks are forming, but nothing has broken yet. For now, Wall Street rides the winners until the final call.

The signposts on our radar include M&A heating up. September’s ~$670 billion tally was the third-highest month ever, a pattern that often precedes volatility (see 1999, 2007, 2021). 

This is a yellow flag, not a stop sign. This run only ends when AI earnings stop beating. We’re not there yet.

How to Play the Physical Buildout: The AI Energy Complex

After the GPU land rush, deal flow is migrating to electrons: generation, grid, and backup. Think a major Westinghouse reactor program; calls for 100 gigawatts of new U.S. capacity per year; and data-center developers using on-site batteries to go live before the grid catches up. 

Morningstar pegs 2025–2030 U.S. grid capex at ~$1.4 trillion, which is more than double the prior decade.

Here’s my three-layer framework:

Utilities / IPPs. Own the sellers of electricity AI will buy for years. Favorites include Constellation Energy (CEG) and Vistra (VST).

Nuclear & Uranium. Big reactors and SMRs are back. Buy Cameco (CCJ) for uranium; Global X Uranium ETF (URA) for basket exposure; Oklo (OKLO) and NuScale (SMR) as next-gen reactor names; Centrus Energy (LEU) and BWX Technologies (BWXT) as component suppliers.

Energy Storage / Backup. Data centers can’t go dark. Buy Bloom Energy (BE) for fuel cells; Fluence (FLNC) and Eos Energy (EOSE) for batteries. Storage also accelerates time-to-power: build the battery now, plug into the grid later.

Capex cycles end, but if grid spend really doubles into 2030, we’re in the early innings.

Staying in the Blast Radius of the AI Bazooka

Our “Quantum 4” trades move in sync, but IonQ (IONQ) still leads with deep government contracts and first-mover scale. If Washington backs a winner, it tends to pick the one already entrenched. Expect more practical deployments through 2026.

Meanwhile, the 40-day correlation between Bitcoin (BTC/USD) and gold just turned negative again – a recurring spark in this cycle (Oct. 2023, Feb. 2024, Nov. 2024, Apr. 2025). Each time, Bitcoin rallied hard. I still see room toward the mid-$100Ks before a true decoupling in a risk-off phase.

In the traditional fintech lane, SoFi (SOFI) posted a clean beat-and-raise: members up 35%, products up 36%, and revenue climbing about 40% on widening margins. The one-stop-shop model is working, and cross-sell is compounding.

These setups are tempting, but remember: discipline compounds faster than stories. Use the 200-day moving average as your unemotional exit rule and live to play the next hand.

Bottom line: The AI bazooka is still firing. Stay in the blast radius … especially across power, nuclear, and storage … but keep one eye on credit and jobs, and the other on your 200-day. 

That’s how we stay in the game now, and it’s how we’ll be ready to buy when the music stops.

The post The Secret to Profiting from the AI Boom appeared first on InvestorPlace.

Coming into this week, one of the big questions was “Will the Magnificent Seven post earnings that keep the market party going?”

We’ve now got part of the answer.

“Sort of.”

After yesterday’s closing bell, three of the Magnificent Seven posted quarterly results. While the numbers were mostly impressive, the size of the AI buildout is raising eyebrows.

Meta (META) reported 26% revenue growth, with sales jumping to $51.2 billion. However, Wall Street is spooked by its aggressive AI spending, which has increased to a range of $70 billion to $72 billion, up from the prior $66 billion to $72 billion. The stock is selling off double digits as I write on Thursday.

Microsoft (MSFT) also beat, with $77.7 billion in revenue (up 18%) and Azure growth of 40%. But here too, investors are concerned about the scope of the AI buildout. The spending ramped up 74% during the quarter, reflecting AI initiatives, and management said that spending will accelerate further. The stock is down some as I write, though the reaction is milder than Meta’s.

Finally, Alphabet (GOOG) delivered $102.3 billion in revenue (16% growth) with strong performances from Search, YouTube, and Cloud. While its AI capex rose to $91–93 billion, investors feel more confident thanks to growth from Google’s cloud unit, a key driver for AI profits.

Overall, results from these “Magnificent Three” reinforce what we already know: AI investment remains aggressive, Big Tech’s earnings power remains intact, and AI remains the dominant driver of today’s market…but investors are a little nervous about the eventual payoff.

Amazon and Apple report today after the bell. Depending on when you read this, the numbers could already be out. We’ll report back.

(Disclaimer: I own MSFT and GOOG.)

U.S. tariffs on Chinese goods will drop from about 57% to 47%. In return, China agreed to resume large-scale purchases of U.S. soybeans, delay its planned rare-earth export restrictions for one year, and commit to cracking down on fentanyl precursor flows.

Perhaps most importantly, barring a blowup, this gives investors some stability for at least a year. Here’s President Trump:

We have a deal. Now, every year we’ll renegotiate the deal, but I think the deal will go on for a long time, long beyond the year.

But all of the rare earth has been settled, and that’s for the world.

To be clear, this morning’s pact isn’t deeply comprehensive or permanent, but it’s a good start.

Investors with portfolios exposed to China (especially rare earths/metals), U.S. agricultural exporters, and trade-sensitive industrials can breathe a little easier.

Last month, we profiled the growing opportunity in uranium/nuclear stocks, concluding:

Whether you want to trade it or buy it for the long haul, the tailwinds are strong. Give this opportunity a look.

As we’ve written many times in the Digest, AI is extraordinarily energy-hungry. Running and training these models demands staggering amounts of electricity – straining the grid in ways we’ve never seen before.

OpenAI CEO Sam Altman spoke to this on Monday, saying that the U.S. needs to drastically accelerate its investment in new energy capacity to stay ahead of China in the AI race.

Trading veteran Jonathan Rose highlighted China’s nuclear ambitions last month:

China’s nuclear expansion is so aggressive it will consume one-third of global uranium supply by 2030. That’s a structural shift investors can’t ignore.

Just how aggressive will China’s expansion become?

Here’s how it all breaks down…

• By 2026: Imports will rise to ~55M lbs/year. That’s nearly 30% of world production.
• By 2030: China will operate ~96 reactors. Demand should grow to 58–68M lbs/year, equaling one-third of the global supply.
• By 2040: The fleet will swell to 170 reactors. From there, demand will easily top 90M lbs/year, or 35–40% of global consumption.

Put it all together – and China is on track to become the uranium whale.

The U.S. government announced plans to build at least $80 billion worth of nuclear reactors to meet AI energy demands.

Here’s Commerce Secretary Howard Lutnick:

Our administration is focused on ensuring the rapid development, deployment, and use of advanced nuclear technologies.

This historic partnership supports our national security objectives and enhances our critical infrastructure.

The entire uranium sector lit up on Tuesday in the wake of the news. Energy Fuels (UUUU) rose as high as 9%, Uranium Energy (UEC) ended the day up 14%, and Cameco (CCJ) exploded 23%.

Even broad uranium ETFs that hold dozens of securities posted strong gains. For example, the Sprott Uranium Miners ETF (URNM) popped almost 10%.

As I write Thursday, these gains have largely held. The Sprott fund is even higher, now up more than 12%.

Jonathan is going back to the well with Uranium Royalty Corp (UROY) – but perhaps not how you might think.

Jonathan put his Masters in Trading – All-Access subscribers into UROY’s stock in late August. They’re up 62% as I write Thursday.

But as the entire uranium sector surges, traders are pricing volatility more expensively in the options market – and that’s where Jonathan sees opportunity.

Let’s go to his trade alert from Tuesday:

I’m still surprised just how much this stock can move for a royalty company.

When you see that kind of implied volatility, you’ve got two choices: chase overpriced calls or take advantage of them…So let’s buy more UROY shares and sell calls against the position.

It’s a simple covered call setup that lets us collect premium from the inflated volatility while holding a long-term uranium play we already like.

Let’s get paid while we wait for the next leg higher.

It’s this kind of second-level thinking that’s helped Jonathan put a wad of cash in his subscribers’ pockets in recent months, generating a laundry list of triple-digit returns. As his newsletter sign-off goes, “the creative trader wins.”

Below is a perspective from one of Jonathan’s followers.

If you’re having trouble reading the screenshot, here’s the takeaway as quoted from the subscriber:

Even after trading stocks/options for over 10 years, I realize that learning JR’s method is like taking a graduate level college class in financial trading. He’s a great teacher…

If you attend “class” every day, take notes, watch the replay videos of each YouTube Live at least once, and paper trade, you’ll be amazed at how quickly you’ll learn his process.

If you’re interested in learning more about Jonathan’s approach to trading – and how he uses options safely – check out his Masters in Trading Challenge right here. Echoing the subscriber above, Jonathan is a fantastic teacher – one of the best in our industry.

Circling back to uranium, whether you approach it as a short-term options trade or long-term buy-and-hold, this is a massive, multi-year growth story.

Here’s Altman’s take:

Electricity is not simply a utility. It’s a strategic asset that is critical to building the AI infrastructure that will secure our leadership on the most consequential technology since electricity itself.

Bottom line: If you want long-term portfolio growth, you’ve found it.

During my recent vacation, JPMorgan (JPM) CEO Jamie Dimon made news with his comment about “cockroaches” in the private credit market.

Even though the story is slightly dated, I want to cover it since it could turn into something bigger. Even if you’re not directly exposed to private credit in your portfolio, this is important to have on your radar since contagion could have a spillover effect.

To establish context, “private credit” is the name for loans made to individuals or businesses from any lender other than a traditional bank.

For borrowers, these non-bank lenders offer a way to access funds when traditional banks are reluctant because of tougher regulatory hurdles and/or stricter lending standards. For the lending institutions, these loans have become big business, providing a reliable stream of high-yield income.

In the wake of the global financial crisis, regulatory bodies clamped down on big banks lending practices. This created space for non-banks to step in. And step in they did. Private credit assets have grown from around $300 billion in 2010 to approximately $3 trillion last year.

It’s the same time-bomb that’s been at the root of all sorts of economic explosions over the centuries – debt.

Let’s go to legendary investor �������°� who has been sounding the alarm on private credit for months:

Private credit is still promising 11% yields, but they are leveraging these loans to get those yields.

If the private credit industry ever blew up because of economic weakness or whatever, or them just trying to out-leverage each other to outdo each other, the Fed would have to start slashing rates to save the economy.

Louis’ reference to the sector “blowing up” brings us to the recent news prompting Dimon’s “cockroach” comment.

Here’s Reuters:

The twin collapses of First Brands and Tricolor in September have affected some pockets of Wall Street’s multitrillion-dollar credit machinery, and forced some debt investors to cut exposure to certain sectors over concerns about weakness in consumer and auto lending.

While Dimon and JPM didn’t have exposure to First Brands, they had to write off $170 million in bad debt to the car dealership group Tricolor.

Now, top executives from the banking sector have been quick to dismiss these bankruptcies as one-offs. But Dimon sounds more cautious:

I probably shouldn’t say this, but when you see one cockroach, there are probably more.

And so, we should—everyone—should be forewarned on this one…

These are early signs there might be some excess out there… If we ever have a downturn, you’re going to see quite a few more credit issues…

I expect it to be a little bit worse than other people expect it to be, because we don’t know all the underwriting standards that all of these people did.

Be aware of any of your portfolio holdings that have excessive exposure to private credit.

A few illustrations are Apollo Global Management (APO), Ares Management Corporation (ARES), Blackstone Inc. (BX) (Disclaimer: I own BX), and Blue Owl Capital Inc. (OWL).

Not all businesses with exposure are necessarily “sells,” but it’s worth investigating just how extensive their lending operations are.

Review recent filings or investor presentations for mentions of “private credit AUM” or “direct lending exposure.” Also, keep an eye on businesses heavily tied to leveraged borrowers or floating-rate debt – they’re often the first to feel stress if credit markets tighten.

Overall, we’re not predicting an imminent collapse. But there’s growing risk here that we need to keep an eye on.

Here’s Louis’s takeaway:

Leveraged debt created the 2008 financial crisis, so we want to keep a good eye on this…

If private credit breaks, commerce breaks. And it would really cause the Fed to have to come in and slash rates.

We’ll keep you updated on all these stories here in the Digest.

Have a good evening,

Jeff Remsburg

The post The Numbers that Spooked Wall Street Today appeared first on InvestorPlace.

This week, NVIDIA became the world’s first $5 trillion company.

The rally wasn’t just driven by hype, either. After unveiling a new wave of partnerships and projects that signal how deeply it has embedded itself in the global AI economy, the stock went on a tear – up 16% in five days as of yesterday.

If you’re a regular reader, you know that I predicted this last summer.

The stock has soared more than 60% since I made that call.

So, in today’s Market 360, we’ll talk more about what pushed NVIDIA over the top this week. I’ll also cover how my Stock Grader system found it years before Wall Street caught on – and how my new partnership with Andy and Landon Swan is designed to find the next big winner even earlier.

Let’s dive in.

What Pushed NVIDIA Past $5 Trillion

NVIDIA’s stock surged after a slew of announcements at its GTC event, where CEO Jensen Huang gave the keynote address. Here’s just a sampling of what we learned:

• Roughly $500 billion in AI-chip orders now committed through 2026.
• A new U.S. Department of Energy partnership to build seven national supercomputers powered by NVIDIA architecture.
• A collaboration with Eli Lilly and Company (LLY) to create a dedicated AI supercomputer for drug discovery and pharmaceutical design.
• Fresh autonomous-vehicle partnerships, including Lucid Group Inc.’s (LCID) upcoming Level 4 self-driving EV and a new robotaxi program between Stellantis N.V. (STLA), Uber Technologies Inc. (UBER) and Foxconn using NVIDIA hardware and software.
• A $1 billion strategic investment/partnership with telecom provider Nokia Oyj (NOK) to rollout 6G network infrastructure, with the goal of enabling a move from 5G to 6G via software upgrades alone.
• New investments in AI factories, quantum-computing centers, and more.

These aren’t incremental product launches. They’re not short-term contracts. They’re proof that NVIDIA has become the backbone of the next generation of computing.

Now, while I may have made my big prediction last summer, I’ve been pounding the table on NVIDIA for years – and it’s all because of my Stock Grader system. Here’s why…

How I Found NVIDIA Early

When my system first flagged NVIDIA in 2005, most investors still thought of it as a gaming-chip company. But Stock Grader doesn’t chase headlines. It ranks thousands of stocks using eight key fundamental metrics – earnings growth, sales acceleration, profit margins and institutional buying pressure among them.

NVIDIA earned one of my highest grades that year. It was growing revenue faster than almost any other semiconductor firm, and big institutions were quietly piling in.

Over the years, the company transformed from a small graphics-card maker into the dominant force behind AI computing. That early A-grade call led to a 44,000% climb, one of the most remarkable runs I’ve ever seen.

Over at my Growth Investor premium service, I recommended NVIDIA in May 2019 – and we’re currently up about 4,600%. 

The point is that Stock Grader identified multiple opportunities to get in on this generation-defining company. And as I’ve told my readers before, this is a company that should do well through the end of the decade, and possibly beyond.

That’s the value of letting the data guide you instead of emotion.

A Different Kind of Data

Around the time I was relying on fundamentals to find stocks like NVIDIA, brothers Andy and Landon Swan were building a system to find winners by listening to the crowd.

I introduced you to the Swans earlier this week.

Their technology tracks millions of social-media posts, search trends and web traffic to measure real-time excitement around brands and products. It’s a way to see what consumers love – and what they’re walking away from – before that activity shows up in quarterly results.

It’s like having a finger on the pulse of the consumer – and by extension, the market.

To put it simply, this is next-gen stuff, folks. It’s one of the most impressive systems I’ve ever seen.

One of their biggest successes was Celsius Holdings, Inc. (CELH), the fast-growing energy-drink company in the U.S. Their data showed consumer mentions exploding in early 2022, long before Wall Street noticed. They bought in under $10 a share. By the time analysts caught on, Celsius had climbed nearly 400%.

They saw similar results in Hims & Hers Health, Inc. (HIMS), up roughly 550% since their system flashed, and Robinhood Markets, Inc. (HOOD) before a 600% run.

Different methods, same goal. Their system captures what people are doing with their money. Mine captures what companies are earning with it.

But here’s where things start to get interesting…

What Happens When You Combine the Two

On October 28, the Swans and I unveiled a new collaboration called The Ultimate Stock Strategy.

It merges my Stock Grader fundamentals with their real-time consumer analytics to identify “Ultimate Stocks” – companies that are financially strong, gaining institutional support and already trending among consumers.

Our five-year backtest showed more than 240 potential doubles, 12 ten-baggers, and an average gain of 244 percent – across every kind of market: up, down, and flat.

And during our live event, we revealed that this new system is now detecting a divergence in the market. Some popular names could struggle in November, while a handful of new leaders are emerging fast.

If you missed our broadcast, the replay is still available for a short time.

Why You Should Watch

In the replay, you’ll see exactly how this new system works and the kinds of signals that spotted NVIDIA and Celsius early. You’ll also get three free stock recommendations – two buys and one sell – that we shared during the event.

NVIDIA’s rise proves what can happen when you recognize a major shift before everyone else. The same goes for the Swans with Celsius.

With this new strategy, you could find the next generation opportunities like this – possibly weeks, months or even years before the crowd catches on.

Click here to watch the replay here while it’s still online.

Sincerely,

�������°�

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

Eli Lilly & Company (LLY), Hims & Hers Health, Inc. (HIMS), NVIDIA Corporation (NVDA) and Robinhood Markets, Inc. (HOOD)

The post NVIDIA Hit $5 Trillion This Week… and This New Strategy Could Find the Next Big Winner appeared first on InvestorPlace.

Tomorrow night, goblins, ghosts, and ghouls will haunt our neighborhoods in search of one thing…

Halloween treats.

Armed with pillowcases and pumpkin pails, these costumed seekers will participate the time-honored tradition of trick-or-treating.

The treat, of course, is candy. The trick, a symbolic request for said candy. (Although it used to refer to a playful, mischievous prank if the treat was not given.)

Tricks and treats exist in the investment world, too, although we call it risk versus reward.

Of course, you cannot have investment success without risk. The key, and difficulty, is taking smart risks.

But most importantly, you make your money by buying great stocks. Those are like treats.

But you protect that money by knowing which ones to avoid. Those are the tricks.

And the tricks are so tricky because they often appear as well-known, household names. Companies that would seem dazzling in your portfolio.

So, before the dawn of All Hallows’ Eve, I’d like to share one bad risk… a trick… versus one good risk… a treat. The first is a frightening “Sell” and the other a sweet “Buy” for the AI boom.

Then, I’ll show you where to find even more delightfully sweet treats to fill your own portfolio pillowcase or pumpkin pail.

Let’s dive in…

Trick…

Let’s start with a monster of a trick: Nvidia Corp. (NVDA)

Nvidia held its GPU Technology Conference event this week in Washington, D.C., where CEO Jensen Huang’s optimistic outlook – including a forecast of $500 billion in future AI-related business – sent the stock surging.

Yesterday, the chipmaker’s market cap hit $5 trillion (though it’s back down below that today) – which is bigger than the French, German, and Italian stock markets combined. It is the first company in history to achieve this valuation.

Now, this news might make the company look like a treat, but there are undeniable risks lurking just beneath the dazzling headlines, especially since steep AI chip competition is starting to steal profits.

Nvidia used to keep $0.78 of profit on every $1 of sales. Now it’s down to $0.71… and falling fast.

That’s what happens when other members of the Magnificent Seven – like Amazon.com (AMZN), Alphabet Inc. (GOOG), Microsoft Corp. (MSFT), and Meta Platforms Inc. (META) – start to develop their own AI chips.

For example, Amazon Web Services (AWS) made its in-house Graviton4 chip generally available in July. This chip is one of many that come from Amazon’s Annapurna Labs in Austin.

Google designs and manufactures its own chips, called Tensor Processing Units (TPUs), for AI, data centers, and smartphones. In fact, Apple Inc. (AAPL) uses Google’s TPUs – while also making its own custom processors, known as “Apple Silicon.”

To round it out, Meta started developing and testing its own AI chips, known as Meta Training and Inference Accelerators (MTIA), earlier this year.

All of these chips were created to reduce dependency on Nvidia, which could eventually get cut out of the picture all together.

What’s more, Nvidia has had to write off $5.5 billion worth of chips that it can’t sell to China because of trade restrictions. Specifically, it still cannot sell its most advanced AI processors to China. That’s real money disappearing from its bottom line.

And with global tensions rising, more countries could be removed from Nvidia’s customer list.

Moreover, firms like Advanced Micro Devices Inc. (�������°�) and Qualcomm Inc. (QCOM) are or soon will be producing competitive AI chips.

So, I recommend avoiding the monumental risks here by steering clear of Nvidia all together.

In my opinion, other companies offer vastly superior potential reward versus the risk than Nvidia does today.

This next company is one of those treats…

Or Treat!

While the larger focus remains on AI chips, there is one component that makes everything work. Without it, even the most powerful AI chip, including Nvidia’s, is just expensive silicon.

See, when you build an AI data center, thousands upon thousands of servers must be installed.

But here’s the kicker: Those servers are useless unless they can talk to and learn from each other. And the way they communicate is through fiber-optic cables.

New AI hyperscalers need 10X more cables than regular data centers. That’s enough fiber to circle the globe eight times – in a single facility.

To harness that growth, I’ve got a pick that fits squarely in the category of stock I love the most – overlooked and underhyped.

This company quietly built the backbone of the internet, while scores of companies boomed and busted.

And now, as AI explodes, it is a leading supplier of what every data center desperately needs. In fact, this company’s CEO recently said the company’s production of AI fiber is tripling every month.

High demand means customers are inking deals with the company to reserve product ahead of time to edge out competitors. Already, 80% of the AI fiber-optic cable this company makes over the next five years is spoken for.

And it is manufacturing most of it right here in America. This means virtually no tariffs and no trade restrictions for its U.S. customers.

Here’s the best part…

While Nvidia’s biggest customers are turning into competitors, nobody is trying to manufacture their own optical-fiber cables. So, AI hyperscalers are all fighting to get more cables from this company, not replace them. That’s continual, compounding reward.

I give away the name and ticker symbol of company in my free, special broadcast.

I recommended this company as a “Buy” to replace Nvidia’s “Sell” this past summer. And since then, Nvidia has risen a solid 20%

But my “treat” pick has surged more than 60%.

To add to the spirit of the season, I give away three additional treats in my presentation – companies that I believe are “Buys” right now.

And to save you from further terrifying tricks, I detail three companies that are set to give your portfolio a fright. This “Sell” list is full of household names, like Nvidia, with significant headwinds that could drag down your portfolio.

Get all the details here.

Happy trick-or-treating!

Regards,

�������°�

P.S. InvestorPlace’s �������°� just teamed up with two bright young analysts to reveal a new data-driven system that could pinpoint hundreds of potential doubles. They give away two “Buy” picks and one “Sell” recommendation in their new, special broadcast.

That’s even more treats, and less tricks.

Click here to access the broadcast while it’s still available.

The post The Trick That Could Haunt Your Portfolio – and the Treat to Buy Instead appeared first on InvestorPlace.

Markets should have cheered. Instead, they sold off.

Because Fed Chair Jerome Powell made it clear in the post-meeting press conference that another cut in December is not guaranteed. “Policy is not on a preset course.”

In response, Treasury yields jumped, and stocks sagged. The Dow and S&P 500 both ended Wednesday in the red.

Now, here’s where I’m going to say something that feels borderline heretical in modern finance:

Increasingly, the Fed does not matter – not in the way it used to. 

Once, a hawkish Fed would kill stocks, and a dovish one would ignite a rally. But we are in a new regime now. In today’s market, artificial intelligence is the new center of gravity. And AI does not care whether Jerome Powell cuts again in December…

How the Fed Lost Its Grip on Markets

Let’s start with what actually happened inside the Eccles Building.

The central bank cut for the second time this year, bringing the policy rate down another quarter point. Great. Streamers will refinance their credit lines and midsize banks can breathe a tiny bit easier.

Then, at the post-meeting press conference, Jerome Powell stepped up to the mic and immediately poured cold water over Wall Street’s endless-cut fantasy. He told us flat out: a December cut is not a foregone conclusion, and there are “strongly differing views” inside the central bank regarding the best path for the future.

The knee-jerk read was: “Uh oh. The Fed might go slower. Risk assets are in trouble.”

That reaction would make total sense…  in 2016, ’19, or ’22… but not now.

Today’s market is not about car loans, mortgage refinancing, or small business lines of credit.

AI is now the economy (at least the part Wall Street cares about).

The New Center of Gravity: AI Capex

Let’s be honest. The things that once propped up the market aren’t doing so great right now.

• Consumer credit: Revolving balances rose 7.3% year over year through August, per the latest Fed G.19 report – still growing, but slowing from early 2024’s double-digit pace.
• Housing: The median existing-home price is up 4.5% year over year, while housing affordability remains near a 40-year low, according to the National Association of Realtors.
• Autos: The average new-car payment is now about $750 a month (Edmunds Q3 data), roughly equivalent to a mid-2000s mortgage payment.
• Regional banks: Research from Wharton School highlights that “almost one-third of U.S. commercial mortgage dollars sits on regional-bank balance sheets” and that “reported delinquencies understate risks…by a factor of four” for such banks.

Instead, the thing keeping U.S. equities afloat is the AI buildout…

Data centers. Power infrastructure. High-performance chips. Advanced packaging. Cooling. Grid upgrades. Industrial equipment. 

That is the capex supercycle.

And crucially, it is mostly not rate-sensitive. It’s driven by strategic urgency and expected long-term productivity/ROI – not by whether your cost of capital is 4.0% or 4.25%.

Powell openly acknowledged this in the post-meeting press conference, saying, “I don’t think that the spending that happens to build data centers all over the country is especially interest sensitive.”

In other words, the Fed Chair essentially said, on camera, that the hottest capex boom in the country is not really something rate policy can slow.

That’s why certain AI-adjacent names keep ripping in the face of every macro panic – diametrically different from every other investment boom of the past few decades.

Why Rate Policy No Longer Dictates Risk Appetite

Normally, when money gets more expensive, capex slows. Companies delay factories, pause deployments, push projects. The Fed tightens, and demand cools.

But not now…

Because this time around, the buyers are among the richest entities in history; cloud platforms and megacaps with $30-, $40-, $50 billion in quarterly operating cash flow. They’re not paying with loans. And when they do lever up to accelerate buildouts, it’s because they believe the long-term returns justify almost any near-term financing cost.

You don’t kill that psyche with 25 basis points.

And that is lethal to the old “Fed-is-God” market narrative.

For much of the post-’08 era, the model was: The Fed controls money. Money controls growth. Growth controls earnings. Earnings control stocks.

Now it looks more like this: AI demand → hyperscaler capex → revenue growth and margin expansion for AI suppliers → index earnings power → rising stock prices.

Notice who’s not involved there? The Fed.

In fact, the central bank is starting to look like a side character reacting to the AI buildout, not the other way around. Powell is being dragged along by what the AI economy is doing to labor, productivity expectations, power demand, and capex – not ‘steering’ those things in the traditional sense.

That’s why I say the Fed doesn’t really matter anymore; at least not in the way that moves stocks week-to-week.

However…

Where the Fed Still Matters: Valuations and System Risk

I am not saying the Fed is irrelevant. I’m saying the mechanism of influence has changed.

There are two big places the Fed still impacts equities:

Valuations

Even if AI demand doesn’t slow one bit, higher Treasury yields still push down valuation multiples. 

When Powell hints that December cuts aren’t guaranteed, yields jump, the discount rate on future cash flows goes up, and your spreadsheet spits out a lower fair value for growth stocks. That’s why, even with news of a rate cut, we still saw the Nasdaq wobble.

So, yes, the Fed can slap 3% off your favorite AI name in an afternoon just by adjusting the tone. But those same AI names keep posting absurd revenue growth and ridiculous margins because of that capex supercycle. So, even if the multiple compresses a little, that pressure is offset by earnings upgrades.

That is not a setup where you panic-sell strength. That is a setup where you buy dips caused by Fed jawboning… 

Because the earnings machine underneath hasn’t changed.

Break Risk

The Fed’s second lever is structural.

Rates shape the plumbing of the financial system itself.

If Powell stays too tight for too long, something in the non-AI economy can crack: tighter credit hits small business, job losses accelerate, the consumer pulls back, maybe a well-known company goes belly-up.

If that happens, even the AI story catches some shrapnel. Enterprises might delay AI rollouts. Startups might pause. Budgets might get staggered instead of front-loaded. The ripple effect is slower, but it’s real.

That scenario is the bear case; your left-tail risk.

Though, importantly, that’s not where we are right now.

Labor is cooling, not imploding. Credit is tight, not seizing. Consumer spend is bending, not collapsing. The Fed is cutting, not hiking. Powell is sounding cautious, not aggressive.

So, yes, theoretically, the Fed still has the power to break the plumbing of the broader economy. But in the here and now, that isn’t happening, which means that left-tail risk is a future possibility and not a present constraint.

The Bottom Line: Tune Out the Noise, Follow the Capex

Right now, the engine of equity-market earnings growth is AI capex.

• That capex is being funded by cash-rich megacaps and justified on decade-long ROI assumptions.
• The Fed can tweak yields and wobble multiples, but it cannot meaningfully slow that capex in the next few quarters.
• The only real way the Fed kills this bull is by causing a true economic break in the rest of the system – and we’re not seeing that yet.

Therefore, in the near term, Powell’s remarks about the path forward for interest rates is just background noise.

Tune it out, and focus on AI.

Own the companies building the compute backbone of the next industrial platform, the power equipment firms wiring up the new grid for those data centers, the infrastructure enablers of the most aggressive private-capex boom we’ve seen in modern history.

Because if the Fed cuts in December, AI spending will be big. And if it doesn’t, AI spending will still be big.

Hyperscalers will keep writing billion-dollar checks. Suppliers will keep printing fat margins. Earnings will keep getting revised higher, and the market’s center of gravity will keep drifting toward the companies levered to that flywheel.

The AI capex supercycle is the main character in this market story – the one driving actual cash. 

So, bet on the only thing in today’s economy that’s both unstoppable and, for now, untouchable.

A private-sector investment machine is underway. And the same forces driving today’s AI capex boom – more compute, smarter algorithms, and a global race for efficiency – are already spilling into the next frontier: humanoid robotics.

And just like AI, the biggest gains will come from the suppliers: the actuator makers, sensor firms, and precision-chip producers building the muscle and nerves of the automation era.

Find out which names could lead this next industrial revolution.

The post The Fed Cut Rates, But AI Still Calls the Shots appeared first on InvestorPlace.

In a 10-2 vote this afternoon, the Federal Reserve cut interest rates by a quarter point to 3.75% – 4.00%.

Beyond the interest rate reduction, Fed Chair Jerome Powell said the Fed will end the reduction of its asset purchases—“quantitative tightening”—on Dec 1.

The Fed will keep shrinking its mortgage-backed securities but will begin replacing maturing bonds with short-term Treasury bills.

In our Tuesday Digest, we noted that today’s cut was already baked into the market. So, we would be listening to Powell in his press conference for his comments on three topics:

• How would he characterize overall inflation? Is it concerning? Or is he relatively pleased that the pace of increase has slowed (though still rising)?
• Would he characterize the effects of tariffs on inflation as “pass-through,” or would Powell see tariffs exerting continued upward pressure for months to come?
• On rate cuts, would there be hints of more to come? Or would Powell stick to the familiar script of future policy being entirely “data dependent”?

On the first point about inflation, Powell echoed recent talking points, calling inflation “somewhat” elevated.

From Powell reading the official policy statement:

Inflation has eased significantly from its highs in mid-2022 but remains somewhat elevated relative to our 2 percent longer-run goal…

Near-term measures of inflation expectations have moved up, on balance, over the course of this year on news about tariffs, as reflected in both market- and survey-based measures.

Beyond the next year or so, however, most measures of longer-term expectations remain consistent with our 2 percent inflation goal.

Powell did not say anything especially concerning about inflation, which was a green light for bullish investors.

As to tariffs and whether their impact would be pass-through or continuous, Powell said:

Higher tariffs are pushing up prices in some categories of goods, resulting in higher overall inflation.

A reasonable base case is that the effects on inflation will be relatively short-lived—a one-time shift in the price level.

But it is also possible that the inflationary effects could instead be more persistent, and that is a risk to be assessed and managed.

Here, that tack-on hedging language at the end is to be expected. Powell wants to leave himself an escape hatch if things change. But it appears the current presumption is that inflation will be a one-and-done.

So, here again, bullish investors got a green light.

And this is where bullish investors ran into a bit of trouble.

From Powell in this afternoon’s live press conference, referencing interest-rate policy at the upcoming December meeting:

So, in terms of how [upcoming data] might affect December, … we just don’t know what we’re going to get.

If there is a very high level of uncertainty, then that could be an argument in favor of caution about moving. But we’ll have to see how it unfolds…

A further reduction in the policy rate at the December meeting is not a foregone conclusion, far from it.

He went on to say that there were “strongly differing views about how to proceed in December” during this meeting’s discussion.

Up to that point, the market had sharply risen, with all three indexes scoring new intraday all-time highs. But stocks fell across the board with Powell’s hawkish slant on December.

The Dow ended slightly lower, the S&P was flat, and the Nasdaq – which was down – recovered to end up about half a percent, which set a new all-time high.

Powell didn’t paint the picture of a jobs market in freefall. Rather, he noted that the labor market “is not declining quickly,” but is more so cooling.

From Powell:

We are not seeing an uptick in jobless claims or a downtick, really, in job openings.

However, when asked about recent corporate layoffs and AI’s role, Powell said that he and the Fed members were watching this “really carefully.”

He added that we’re beginning to see a significant number of companies announcing they either won’t be hiring or will be laying off employees due to AI. And while this isn’t yet showing up materially in the initial claims data, Powell said that AI “could absolutely have implications for job creation.”

Let’s dig into this more. After all, we’re less concerned about what’s happening in the labor market today and more concerned about what the current trajectory of AI and layoffs suggests is coming tomorrow.

In past Digests, we’ve made the analogy to Ernest Hemingway’s novel “The Sun Also Rises.” When asked how he went bankrupt, a character replies, “Two ways. Gradually, then suddenly.”

While the jobs market losses due to AI might be in the “gradually” phase today, signs of “suddenly” are approaching…

Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite

That’s ominous enough, but it’s just the latest in a string of such headlines – from just the last few days.

Here’s MarketWatch, also from Tuesday:

UPS has cut 34,000 jobs — a lot more than planned

And here’s CNN, from Tuesday:

Amazon just cut 14,000 jobs, and it’s not done

Next up is Fox from Tuesday:

Target sends out layoff notices to 1,000 employees

Then, earlier today, we saw this from NBC:

Paramount Skydance to cut more than 1,000 employees

If we widen our timeframe to “October,” we can add cuts from Rivian, Molson, Booz Allen Hamilton, GM, Chegg, and Meta, among others.

I suspect you already know what’s behind these cuts, but here’s the WSJ to spell it out:

Behind the wave of white-collar layoffs, in part, is the embrace by companies of artificial intelligence, which executives hope can handle more of the work that well-compensated white-collar workers have been doing.

But let’s put an even finer point on it.

Here’s Beth Galetti, senior vice president of people experience and technology at Amazon:

Some may ask why we’re reducing roles when the company is performing well.

What we need to remember is that the world is changing quickly.

This generation of AI is the most transformative technology we’ve seen since the Internet, and it’s enabling companies to innovate much faster than ever before (in existing market segments and altogether new ones).

Companies that can “innovate much faster” are generating strong earnings thanks to the same – or even increased – productivity despite lower headcounts.

Here’s FactSet, the go-to-earnings data analytics company used by the pros with the latest earnings information:

At this stage of the third quarter earnings season, the S&P 500 is reporting strong results.

Both the percentage of S&P 500 companies reporting positive earnings surprises and the magnitude of earnings surprises are above their 10-year averages.

As a result, the index is reporting higher earnings for the third quarter today relative to the end of last week and relative to the end of the quarter. The index is also reporting year-over-year earnings growth for the ninth straight quarter.

Humans: massive salary expense, benefits expense, sick days, vacation days, human error on the job…

AI/Robotics: one-time CapEx expense for AI software and/or robotics, marginal yearly maintenance expense, perfect job execution with no need for rest/breaks/benefits/and so on…

Today, automation keeps advancing, becoming faster, cheaper, and more widespread. Meanwhile, the latest AI models, including voice-native, multi-modal agents, are now replacing not just repetitive tasks but also an increasing share of white-collar cognitive work.

Let’s go to our technology expert Luke Lango, editor of Innovation Investor, with facts about where this will have the biggest impact on our labor force:

According to research from OpenAI, McKinsey, Goldman Sachs, and others, the jobs most exposed fall into three categories.

High-Risk (50–100% automatable in 10 years):

• Administrative support: 8 million jobs → ~6M at risk
• Customer service & call centers: 4M → ~3.5M at risk
• Fast food & self-checkout: 5M → ~3M at risk
• Transportation (drivers, dispatch): 4M → ~2M at risk

That’s already ~15 million jobs gone…

Medium-Risk (20–50% automatable):

• Retail, finance, legal services, manufacturing, education
  → another 8- to 12 million plausibly displaced

Low-Risk (hard to replace):

• Healthcare, skilled trades, construction
  → minimal short-term impact and marginal job loss

Total likely jobs displaced by 2035: 20- to 30 million

For context, the Bureau of Labor Statistics data shows that current total U.S. payroll employment measures around 160 million jobs.

So, we’re looking at almost 20% of jobs replaced by technology.

Anthropic CEO Dario Amodei, Google’s Demis Hassabis, and the “godfather” of AI, former Googler, Geoffrey Hinton.

A recent MarketWatch article highlighted how they view AI’s impact on the world today.

Hassabis is the most optimistic… Amodei is the most pessimistic about the economic consequences… and Hinton sees AI/robots as a threat not only to jobs but also to humanity.

One thing they agree on is that you should take steps to safeguard your job now.

From MarketWatch:

Hassabis (The boom):

• Learn to manage AI like a conductor manages an orchestra
• Position yourself at the intersection of AI and human needs

Hinton (The bust):

• Build that 18-month emergency fund right now
• Shift toward AI-proof roles — like fixing HVAC systems

Amodei (The ticking clock):

• You’ve got 18 months, not 18 years
• Launch that side gig yesterday

All good advice, but they forgot one – perhaps the easiest one…

You know this, but we cannot understate its importance.

One of the best (and potentially only) economically protective steps we can take today is to align our wealth with the AI companies that will benefit from the transition to cutting-edge AI and/or a robotic workforce.

But – critically – this doesn’t mean all “AI” stocks are safe to buy today.

Our macro expert �������°� urges investors to deliberate about their AI picks. Not every company flashing “AI” will be a long-term winner. So, separating hype from substance is critical – especially at some of today’s valuations.

Eric recently published a “Sell This, Buy That” research package that urges investors to sell four market darlings. He’s allowed me to reveal three of them: Amazon, Tesla, and Nvidia.

In Eric’s report, he reveals why and what he’s buying instead. There’s significant overlap with our AI/robotics theme.

Here’s more from Eric:

I’ve compiled a list of three companies that I believe are “Buys.”

These are under-the-radar, early opportunities that can help you protect and multiply your money during make-or-break markets.

You can find the details of these companies – ticker symbols and all – in my brand-new special broadcast, free of charge.

Bottom line: Eric is right – we must be wise and discerning about which AI stocks we buy today. But equally important is that we not miss the big picture…

A world where AI is everywhere, affecting everything, is on our doorstep – with massive implications for your job, income, and wealth.

Here’s your reminder to prepare today.

We’re likely in the late innings of this bull market, and history shows this is when the biggest stock market fortunes are made.

But not every stock rises together. The real gains come from finding the few breakout leaders driving the indexes higher.

That’s exactly what investing legend �������°� and Andy & Landon Swan revealed yesterday during their brand-new presentation on their “Ultimate Stock Strategy.”

Louis’ quantitative Stock Grader system – trusted by hundreds of thousands of readers – has uncovered 676 stocks that could have doubled your money or more, including early calls on Apple, Amazon, and Nvidia.

Meanwhile, the Swan brothers’ proprietary data tracks millions of online conversations, search trends, and spending behaviors to spot real-world enthusiasm building around brands before Wall Street catches on.

When they combined their systems, the results were remarkable:

• 240 double-your-money opportunities over just five years
• Average gains of 244%
• And several trades that skyrocketed 10X or more

If you missed it live, you can still catch the free replay. Click here now to see how Louis and the Swans’ “Ultimate Stock Strategy” can help you capture the market’s next major movers.

We’ll keep you updated on all these stories here in the Digest.

Have a good evening,

Jeff Remsburg

The post The Fed Delivers a Hawkish Cut appeared first on InvestorPlace.

That lesson later led Landon and his brother Andy to create LikeFolio, a data engine that tracks millions of real-time consumer signals to spot winning stocks before Wall Street catches on.

Now they’ve teamed up with legendary investor �������°� to fuse those insights with his Stock Grader system — and the results are remarkable. Their new Ultimate Stock Strategy has uncovered more than 240 potential double-your-money opportunities in five years.

Click here to watch their free broadcast before it comes down.
Today, Landon is joining us to pull back the curtain on the powerful consumer insights engine that’s helping everyday investors gain an edge.

Take it away…

See that family snapshot below? That’s where it all started.

It was taken in 1989 at Ellis Park in Henderson, Kentucky – one of the oldest racetracks in America.

That’s me in the middle, making the “We’re No. 1” sign for the camera.

My older brother, Andy, is the tall boy to my left. Mom is behind me. Dad, in the striped yellow sports shirt, towers just off her shoulder.

Then there’s Grandpa Rock, the proud guy in the middle with the hat, suspenders, and pocket-protector.

My brother and I grew up in Evansville, Indiana, just over the border from Henderson. Our childhood was pretty normal, with one exception: Grandpa Rock owned racehorses.

This often took us out to the racetrack, about a 30-minute drive from home. Some of my best boyhood memories are of the trips we took to the 1.125-mile thoroughbred track at Ellis Park.

My parents always gave Andy and me $2 to bet – with an important condition attached. We had to bet on Grandpa Rock’s horse. But we could pick whether it was to win, place, or show.

I was only 9. But it introduced me to the concept of risk versus reward. It ignited a love affair with statistics, probabilities, forecasting, and handicapping that would prove useful for trading the stock market as well as betting at the track.

And it was the inspiration for the consumer insights engine that Andy and I went on to create to help regular investors get an edge over the market.

It spots the products, brands, and companies gaining momentum on Main Street before they become news on Wall Street. And it does that by capturing and analyzing millions of consumer data points from across the web every single day.

This includes:

• Social media posts on X, Reddit, YouTube, and Google
• Company-level web traffic trends and app usage
• Search trends and AI queries

In one day, it processes 1,230,030 items – from Reddit alone. That’s nearly 30 million data points a month… from just one of its data sources.

Whenever a consumer takes to the internet to talk about or search for a product, our data engine captures it in real time.

That data gets tracked back to publicly traded stocks you can invest in. And our system distills it all into a simple 0 to 100 Social Heat Score telling us where the next big opportunities lie. (The higher, the better.)

This gives us, and our subscribers, an “X-ray” view into consumer trends related to hundreds of publicly traded companies.

Over the past 12 months, it’s been on fire. We’re talking about wins like:

• 92% on digital ad specialist Magnite Inc. (MGNI)
• 145% on online learning provider Stride Inc. (LRN)
• 461% on under-the-radar nuclear player Oklo Inc. (OKLO)
• 556% on trading platform Robinhood Markets Inc. (HOOD)

And that’s not me cherry-picking. The open positions in our model portfolio currently show an average gain of 83%.

But as hot as this strategy has been, it’s about to get hotter. That’s thanks an exciting new collaboration with �������°�, a 45-year Wall Street veteran known as the “King of Quants.”

We’ve been hard at work testing the resulting strategy. And over the past five years, we found it could have identified a stock that goes on to double, on average, every six trading days.

All told, during that five-year span, you could have doubled your money more than 240 times using this strategy. 

I’ll get into more details today.

But first, a little more on the career path Andy and I took, inspired by our times with Grandpa Rock at the Kentucky races… and how it led us here today.

How a Twitter Feed Became a Forecast Engine

Since growing up on the racetrack together, Andy and I have always been inseparable.

We got our undergrad degrees together at Bellarmine University in Louisville, Kentucky. When we weren’t studying, we were holed up in our shared dorm room trading penny stocks.

The one exception was when Andy headed to Boston University to pursue a law degree. Luckily for me, it didn’t take long for him to remember his real calling: investing.

As it turns out, Andy had his own love affair with statistics, probability, and risk versus reward. Growing up on the racetrack will do that to you.

He ditched the lawyer path to help me start our first fintech venture. We went on to found two more successful startups – a video streaming service for traders and an online financial services startup that created an exclusive Twitter stream for investors.

And it was there, among millions of social media posts and meme chatter, where we had our eureka moment.

We saw regular, everyday people constantly posting on social media about the brands they bought or intended to buy next. They’d talk about how they felt about them… whether they’d buy again… or recommend them to a friend.

So, we listened.

We found a way to use that data to forecast the sales of the companies they were buzzing about online.

And we watched as consumer insights on social media spiked – and sales followed suit. Over and over again.

The lightbulb went off. The link between social media chatter and buying intent was clear.

We founded the LikeFolio research firm in 2013 to bring our data engine to life.

We secured an endorsement from Georgetown University with a study that proved our technology could “predict” future outcomes.

And we teamed up with TradeSmith to bring our insights to everyday investors just like yourself.

Over the last five years, it’s delivered 26 double-your-money or more wins to our subscribers – all by looking for stocks with three common factors:

• Strong consumer demand
• High consumer happiness
• Macro trend tailwinds

But our drive to sharpen our edge never stopped. And we’re glad it didn’t. Because it led us to the “ultimate” stock strategy I mentioned up top.

What Comes Next Is Even Bigger

“What comes next?” is a question Andy and I have gotten into the habit of asking ourselves regularly.

We’re always pushing ourselves to make our system smarter, better, and more profitable for our subscribers.

And when we met Louis, the answer became clear. He has hands down one of the best track records of anyone we’ve met.

He launched his first newsletter in 1980, nearly a decade before that photo was taken of Andy and me at the races.

Since then, he’s recommended 676 stocks that could’ve doubled your money or more. And his mutual funds and ETFs have been ranked No. 1 by Morningstarand The Wall Street Journal.

The New York Times even called him an “icon among growth investors” for the impact his quantitative approach has had on Wall Street.

Louis’ approach to stock-picking is much like our own. He helps regular investors see which companies are worth your attention – and which aren’t. But instead of using our Social Heat Score to guide the way, he relies on his Stock Grader system.

Stocks that get an A earn top marks. Stocks that get an F fail. Just like when you were in school. These marks are based on fundamental factors such as earnings, sales, and growth as well as momentum factors such as institutional buying.

And it’s remarkably effective. In addition to the 676 stocks it’s identified that doubled or more, it’s identified 22 stocks that went on to climb 100-fold.

Our new Ultimate Stock Strategy comes from combining the two systems. We look at only Louis’ top-graded stocks. Then we layer on the online and social media signals we get from our Social Heat Score.

The results are jaw-dropping.

As I mentioned, we found it would’ve spotted more than 240 doubles over a five-year backtesting period… for an average gain of 244%.

Our mission has always been to bring hedge fund-level insights to the everyday investor. And that’s exactly what we did during a recent free broadcast, when Louis, Andy, and I shared everything you need to know during our Ultimate Stock Strategy event.

We’re leaving that event up online for a limited time, so you can still see this thing in action.

We believe at least one of the stocks we identify during that free broadcast has the potential to double by Christmas. So you won’t want to miss it.

Here’s that link again where you can watch.

Cheers,

Landon Swan

Founder, LikeFolio

The post The $2 Bet That Built a Breakthrough Investing System appeared first on InvestorPlace.

From chipmakers and equipment suppliers to memory leaders and software designers, every major player has said the same thing – spending is accelerating, margins are expanding, and visibility has never been stronger.

The skeptics keep waiting for cracks to show. Instead, these results reveal the opposite: the AI trade is showing nothing but strength.

So, if you’ve been waiting for the ‘slowdown’ headline… don’t. It’s not coming.

Here’s what the latest tech earnings tell us… 

AI Titans Set the Pace for Tech Earnings Season

ASML: The Chip-Equipment Powerhouse Riding AI Demand

ASML (ASML) – arguably the linchpin of global semiconductor manufacturing – set the tone early.

Bookings rose to $6.28 billion, higher than expected, while gross margins expanded to 52%. Management didn’t mince words, citing AI and high-performance computing as ‘multi-year tailwinds’ expected to drive sustained demand for advanced lithography systems.

The company raised its long-term revenue growth target to 8- to 14% annually through 2030, underscoring confidence that chip-equipment demand will remain stable despite cyclical headwinds.

If AI is a gold rush, ASML makes the shovels. And demand for those shovels is only accelerating.

TSM: Foundry Giant Sees Record AI Chip Revenue Growth

Then we have Taiwan Semiconductor (TSM), the foundry titan. Its report was a masterclass in AI leverage.

Revenue surged more than 40% year-over-year, with management crediting – you guessed it – relentless demand for AI server and high-performance computing (HPC) chips. In fact, AI and HPC now account for roughly 60% of total revenue, up from just over half a year ago…

In our view, the message couldn’t be clearer: AI is now the primary growth engine for the world’s most important chipmaker.

AI Infrastructure Spending Keeps Equipment Makers Busy

Lam Research: AI Capex Wave Fuels Equipment Orders

Equipment maker Lam Research (LRCX) kept the momentum rolling. Its results and guidance showed robust demand for deposition and etching equipment – the critical kit that fabs use to churn out advanced chips.

The driver? AI-related infrastructure spending. Lam is a direct beneficiary of the hyperscalers’ spending spree on GPU clusters and the chipmakers’ need to keep fabs stocked and humming. As CEO Tim Archer noted, “with our expanding portfolio of products and solutions across critical device segments, we are strongly positioned for continued growth.”

Translation: The global AI capex wave is keeping Lam’s order books very full.

But of course, the AI build-out isn’t just about logic chips. It’s about making sure those chips have the high-bandwidth memory they need to operate at full speed…

Rambus: Memory Interface Leader Riding AI Data Center Growth

Enter Rambus (RMBS), a company known for its memory-interface expertise. The firm reported a very strong third quarter, with GAAP revenue of $178.5 million and record product revenue of $93.3 million.

The company also generated $88.4 million in cash from operations, underscoring how demand for its DDR5 memory interface chips and register clock drivers (RCDs) continues to scale alongside AI data center buildouts.

President and CEO Luc Seraphin said the company’s “sustained DDR5 product leadership and ramping contributions from new products” are putting Rambus on track for full-year product revenue growth that outpaces the market. He added that, with its core expertise in signal- and power-integrity, Rambus is well-positioned amid strong secular trends in data centers and AI to drive long-term profitable growth.

For investors, Rambus’ record quarter is another reminder that AI demand doesn’t stop at GPUs. It’s rippling through the entire semiconductor ecosystem, especially memory bandwidth and interface technology.

Cadence Design: Software Driving the AI Chip Design Boom

Cadence Design Systems (CDNS) – a leader in electronic design automation (EDA) software – posted another solid quarter as AI-related chip design activity continued to expand.

The company reported Q3 revenue of $1.34 billion, up from $1.22 billion a year earlier, with operating margins improving to 31.8% and EPS showing strong year-over-year growth.

Backlog remains robust at a record $7 billion, with $3.5 billion of that expected to convert to revenue within the next 12 months. Speaking to that momentum, President and CEO Anirudh Devgan said, “With a record backlog and ongoing broad-based strength of our business, we are raising our full year revenue outlook to ~14% growth year-over-year.”

Management noted continued strength across AI and custom silicon design projects as key growth drivers. With the world’s largest chipmakers deepening their reliance on Cadence’s design tools to accelerate next-generation architectures, the company remains a critical enabler of the AI hardware boom.

Celestica: The Surprising AI Hardware Winner on Wall Street

Perhaps best of all was Celestica (CLS). The contract electronics manufacturer once known for its steady, low-growth operations has transformed into one of the most direct beneficiaries of the AI hardware build-out. 

In its latest quarter, the company reported revenue up 28% year-over-year, driven by a surge in demand from data-center customers. Communications segment sales, which include AI-related hardware, jumped more than 80%, while operating margins expanded by 80 basis points and earnings per share rose over 50%.

Management described the strength in unmistakable terms: “AI demand shows no signs of slowing.” That comment sums up why Celestica’s growth trajectory looks so different today. The company may not design chips; but it’s assembling the racks, systems, and enclosures that house them.

As hyperscalers race to deploy more compute infrastructure, those orders keep piling up, turning Celestica into an unexpected AI infrastructure winner hiding in plain sight.

Across Tech, AI Earnings Show Acceleration – Not a Plateau

Across the sector, we’re seeing a consistent pattern:

• AI-related revenue growth is accelerating across semiconductors, memory, and design software.
• Operating margins are expanding as higher-value AI products mix in.
• Management guidance remains broadly positive through 2025.

It’s the same story whether you’re talking about a lithography giant, a foundry titan, an equipment supplier, a memory IP play, a design software firm, a contract manufacturer, even a streaming service.

Skeptics can keep arguing that AI is overhyped. The numbers say otherwise.

And here’s what that means for investors… 

Earnings season always serves as a reality check. It’s one thing for Wall Street strategists to debate whether AI demand is ‘sustainable.’ It’s another for the companies actually making the picks and shovels to report back from the trenches.

And what they’re telling us this quarter is simple: the AI Boom is not slowing down.

If anything, the build-out is still in the early innings.

We’re talking about trillion-dollar capex cycles by the hyperscalers, multi-year upgrade cycles in semiconductor equipment, and entirely new categories of silicon being designed, tested, and deployed. That’s the kind of demand environment that sustains long bull runs in tech stocks.

And that’s why the ‘all-in with artificial intelligence’ strategy – ‘AI with AI’ – remains the smartest playbook for investors today.

Bottom Line: AI’s Earnings Strength Confirms a Durable Tech Supercycle

We’re only part of the way through earnings season, but the early results already paint a clear picture:

• AI is driving results across the tech stack.
• Companies aren’t just holding up; they’re thriving.
• Guidance and commentary are as bullish as we’ve ever seen.

As long as management commentary remains this positive – and earnings reports continue to confirm it – AI will stay the dominant growth driver in tech.

The buildout may evolve. But so far, the data shows a durable, broad-based investment cycle rather than a fading trend.

And importantly, the same powerful forces driving this earnings boom – faster chips, smarter software, and massive capex – are now propelling the next frontier of automation: humanoid robotics.

The biggest opportunities in that space aren’t the headline-makers like Tesla (TSLA) or OpenAI… but the little-known suppliers making the actuators, sensors, and specialized semiconductors that bring these machines to life.

Find out the plays that we see having the biggest upside.

The post Tech Giants Report Another Quarter of Explosive AI Growth appeared first on InvestorPlace.

One week ago today, to little fanfare, the U.S. national debt crossed $38 trillion.

To put that figure into context, it’s more than the economic output of China and the entire Eurozone…combined.

Now, perhaps you’re scratching your head…

“Wait, weren’t we just talking about hitting $37 trillion?”

Yep – but that was in August.

We then added another $1 trillion at the fastest pace in history outside of the Covid pandemic spendapalooza.

For perspective on this speed, here’s the non-partisan think tank Peter G. Peterson Foundation:

Looking at recent history, by decade, the U.S. added $1 trillion to the Debt:

• Every 24 months in the 2000s, on average
• Every 11 months in the 2010s, on average
• Every 5 months in the 2020s,on average

Our latest trillion took just over two months. No advanced math is needed to see where this is headed – the growth is turning into a runaway train.

But the speed of our mounting debt isn’t the only problem. The second issue is the size of our debt service.

Last year, our government spent $880 billion on net interest costs, up a staggering 34% from 2023’s $658 billion (Uncle Sam is desperately hoping for another rate cut tomorrow).

The generally accepted way we contextualize debt service is by comparing it to GDP. The all-time high was set in 1991 (3.2%). But the Congressional Budget Office (CBO) estimates we’ll take that out this year, hitting 3.2% of GDP.

Back to the Peter G. Peterson Foundation:

[Interest costs] are now the fastest-growing part of the budget.

We spent $4 trillion on interest over the last decade, but will spend $14 trillion in the next ten years.

Interest costs crowd out important public and private investments in our future, harming the economy for every American.

Excessive national debt can trigger inflation by increasing the money supply (via bond issuance to pay for the debt), which erodes the currency’s purchasing power.

On Wall Street, this leads to the “debasement trade,” a strategy where investors flee depreciating fiat currencies and move into hard assets like gold and real estate to protect their wealth.

On Main Street, the depreciating fiat currency means their savings buy less over time. So, they must pay more for daily essentials like groceries and gas as prices rise.

In yesterday’s Digest, we looked at how inflation has destroyed the dollar’s purchasing power in recent decades. We also noted that we were looking at inflation rates using the Bureau of Labor Statistics’ current methodology, which might camouflage the real inflation rate.

But how, exactly?

By changing how it has calculated inflation over the years.

In short, the BLS has rewritten its calculation of the Consumer Price Index multiple times over the years – not to show what things cost but to model how consumers adapt.

The biggest sleight of hand is the “substitution effect.” For example, if steak prices surge, the CPI now assumes you’ll switch to lower-cost chicken, so inflation appears milder.

Of course, that’s not how real life works. If you want a steak, you deserve to know what it costs, not be told you’ll be fine with chicken nuggets.

Then, layer on “hedonic adjustments” that discount price hikes for “better quality” (think computers that have more RAM today than yesterday) and “owner’s equivalent rent” that blunts housing pain, and the official inflation number becomes a managed illusion.

True inflation – the one you and I feel at the checkout line – runs significantly hotter than Washington tells us.

For example, ShadowStats, which calculates inflation per the 1990 methodology, finds that the Consumer Price Index for All Urban Consumers is nearly 8% today.

Now, gold is currently correcting as we predicted it would in our 10/15 Digest:

If you’re considering hopping aboard this rocket ship, you might want to wait for a more attractive entry point.

Gold’s Relative Strength Index (RSI) and Moving Average Convergence/Divergence (MACD) indicators are red hot, suggesting a coming pullback…

Don’t be surprised if gold retreats below $4,000 for a stretch.

Sure enough, as I write Tuesday, gold trades at $3,960. While it could go lower in the short term, we continue to urge investors to have some gold allocation for wealth preservation.

We’ll dive into gold’s price action in a coming Digest, but for now, let’s turn to Bitcoin.

Its performance has been underwhelming for months. As I write, it trades at about $115K, the same level as early July. But our crypto expert Luke Lango believes a big move higher is brewing:

Crypto markets are looking bruised right now. Bitcoin has pulled back to around [$110,000 as of Luke’s writing] …

But step back, zoom out, and the story is actually one of the strongest setups for crypto we’ve seen in years.

In fact, we’d argue that the 12-month outlook has rarely been clearer: the U.S. dollar is structurally weakening, Washington is shifting to bipartisan support for digital assets, and stablecoins are on the cusp of explosive mainstream adoption.

I want to cover more ground today, so I won’t flesh out all of Luke’s points. But here’s a quick synopsis:

The dollar is having its worst year in decades:

This is why Luke frames Bitcoin as both a “risk asset” and a monetary hedge. Yes, it trades with risk sentiment day-to-day, but its long-term correlation is with currency debasement.

Washington is finally pivoting toward crypto:

Between appointing a “crypto czar” and pushing the GENIUS Act through Congress, the executive branch is clearly signaling that it wants digital assets to grow on U.S. soil.

Stablecoins are growing:

Stablecoin settlement volumes are now rivaling – and in some cases surpassing – Visa and Mastercard networks. U.S. politicians are beginning to view stablecoins not as a threat but as a strategic weapon in the global currency race.

Don’t try to time Bitcoin.

Just hold it through its volatility. If you don’t, you’ll likely miss its biggest moves – with disastrous consequences.

Tom Lee at Altcoin Daily recently made this point, showing that most of Bitcoin’s gains come from just 10 days each year. And if you miss those 10 days, Bitcoin’s average annual return doesn’t just drop significantly – it goes negative.

Here’s Luke’s bottom line:

Bitcoin is likely to grind higher as the dollar weakens, with the potential for explosive upside once legislation passes and institutional flows accelerate.

Base case: $200K+ within 12 months.

This morning, investing legend �������°� sat down with market experts Andy and Landon Swan to offer an idea – their “Ultimate Stock Strategy.”

Louis has built one of the most respected quantitative track records in modern investing – pinpointing companies with the kind of fundamental strength that fuels life-changing gains. His Stock Grader system has uncovered 676 stocks that could have doubled your money or more, including early signals on giants like Apple, Amazon, Netflix, and Nvidia.

Meanwhile, brothers Andy and Landon Swan of LikeFolio have taken a different but equally powerful approach – using real-time consumer behavior to predict Wall Street’s next big winners.

By analyzing millions of social media posts, web searches, and online mentions, their Social Heat Score identifies when brand enthusiasm surges long before it shows up in earnings reports. This helps them find surging momentum stocks just as their gains begin to snowball.

When the Swans and Louis compared their approaches, they discovered that some of the same stocks were being flagged by both systems. And this elite group of stocks was producing outsized returns.

Backtesting showed that this “Ultimate Stock Strategy” would have identified more than 240 double-your-money opportunities over just five years, averaging gains of 244%.

This morning, Louis, Landon, and Andy went live, revealing exactly how the strategy works, and even gave away two new buy recommendations – one from Louis and one from the Swan brothers.

If you didn’t catch it, just click here now to watch the free replay and see how Louis and the Swans are combining two proven systems into one powerful way to play “offense.”

When you zoom out, everything we’ve covered in today’s Digest connects.

Washington’s runaway spending and a weakening dollar are eroding the real value of your cash – even as official inflation data understate the damage.

This is why investors can’t afford to sit still or hide out in cash.

And while defensive assets like gold and Bitcoin help preserve purchasing power, to truly grow wealth in this environment, you also need intelligent offense – exposure to stocks with both fundamental strength and real-world momentum.

Bottom line: In a world where debt and inflation distort everything, owning the right assets isn’t just smart investing, it’s financial self-defense.

Now, the big question…

Will our national debt hit $40 trillion by Christmas?

We’ll report back.

Have a good evening,

Jeff Remsburg

The post $38 Trillion Reasons to Stay Invested appeared first on InvestorPlace.

That spark eventually led Landon and his brother Andy (who you heard from yesterday) to create LikeFolio – a powerful analytics platform that tracks millions of real-time consumer behaviors to identify rising trends before Wall Street reacts.

We’ve combined those insights with my Stock Grader (subscription required) system – the same model I’ve used for decades to uncover fundamentally strong, high-momentum stocks. We call it the Ultimate Stock Strategy.

I believe this is one of the most exciting breakthroughs I’ve been part of – and it’s now available to investors like you.

You can watch the replay of our free broadcast before it comes down. Just click here to view it now.

In the meantime, read on to hear more from Landon…

***

See that family snapshot below? That’s where it all started.

It was taken in 1989 at Ellis Park in Henderson, Kentucky – one of the oldest racetracks in America.

That’s me in the middle, making the “We’re No. 1” sign for the camera.

My older brother, Andy, is the tall boy to my left. Mom is behind me. Dad, in the striped yellow sports shirt, towers just off her shoulder.

Then there’s Grandpa Rock, the proud guy in the middle with the hat, suspenders, and pocket-protector.

My brother and I grew up in Evansville, Indiana, just over the border from Henderson. Our childhood was pretty normal, with one exception: Grandpa Rock owned racehorses.

This often took us out to the racetrack, about a 30-minute drive from home. Some of my best boyhood memories are of the trips we took to the 1.125-mile thoroughbred track at Ellis Park.

My parents always gave Andy and me $2 to bet – with an important condition attached. We had to bet on Grandpa Rock’s horse. But we could pick whether it was to win, place, or show.

I was only 9. But it introduced me to the concept of risk versus reward. It ignited a love affair with statistics, probabilities, forecasting, and handicapping that would prove useful for trading the stock market as well as betting at the track.

And it was the inspiration for the consumer insights engine that Andy and I went on to create to help regular investors get an edge over the market.

It spots the products, brands, and companies gaining momentum on Main Street before they become news on Wall Street. And it does that by capturing and analyzing millions of consumer data points from across the web every single day.

This includes:

• Social media posts on X, Reddit, YouTube, and Google
• Company-level web traffic trends and app usage
• Search trends and AI queries

In one day, it processes 1,230,030 items – from Reddit alone. That’s nearly 30 million data points a month… from just one of its data sources.

Whenever a consumer takes to the internet to talk about or search for a product, our data engine captures it in real time.

That data gets tracked back to publicly traded stocks you can invest in. And our system distills it all into a simple 0 to 100 Social Heat Score telling us where the next big opportunities lie. (The higher, the better.)

This gives us, and our subscribers, an “X-ray” view into consumer trends related to hundreds of publicly traded companies.

Over the past 12 months, it’s been on fire. We’re talking about wins like:

• 92% on digital ad specialist Magnite Inc. (MGNI)
• 145% on online learning provider Stride Inc. (LRN)
• 461% on under-the-radar nuclear player Oklo Inc. (OKLO)
• 556% on trading platform Robinhood Markets Inc. (HOOD)

And that’s not me cherry-picking. The open positions in our model portfolio currently show an average gain of 83%.

But as hot as this strategy has been, it’s about to get hotter. That’s thanks an exciting new collaboration with �������°�, a 45-year Wall Street veteran known as the “King of Quants.”

We’ve been hard at work testing the resulting strategy. And over the past five years, we found it could have identified a stock that goes on to double, on average, every six trading days.

All told, during that five-year span, you could have doubled your money more than 240 times using this strategy. 

I’ll get into more details today.

But first, a little more on the career path Andy and I took, inspired by our times with Grandpa Rock at the Kentucky races… and how it led us here today.

How a Twitter Feed Became a Forecast Engine

Since growing up on the racetrack together, Andy and I have always been inseparable.

We got our undergrad degrees together at Bellarmine University in Louisville, Kentucky. When we weren’t studying, we were holed up in our shared dorm room trading penny stocks.

The one exception was when Andy headed to Boston University to pursue a law degree. Luckily for me, it didn’t take long for him to remember his real calling: investing.

As it turns out, Andy had his own love affair with statistics, probability, and risk versus reward. Growing up on the racetrack will do that to you.

He ditched the lawyer path to help me start our first fintech venture. We went on to found two more successful startups – a video streaming service for traders and an online financial services startup that created an exclusive Twitter stream for investors.

And it was there, among millions of social media posts and meme chatter, where we had our eureka moment.

We saw regular, everyday people constantly posting on social media about the brands they bought or intended to buy next. They’d talk about how they felt about them… whether they’d buy again… or recommend them to a friend.

So, we listened.

We found a way to use that data to forecast the sales of the companies they were buzzing about online.

And we watched as consumer insights on social media spiked – and sales followed suit. Over and over again.

The lightbulb went off. The link between social media chatter and buying intent was clear.

We founded the LikeFolio research firm in 2013 to bring our data engine to life.

We secured an endorsement from Georgetown University with a study that proved our technology could “predict” future outcomes…

And we teamed up with TradeSmith to bring our insights to everyday investors just like yourself.

Over the last five years, it’s delivered 26 double-your-money or more wins to our subscribers – all by looking for stocks with three common factors:

• Strong consumer demand
• High consumer happiness
• Macro trend tailwinds

But our drive to sharpen our edge never stopped. And we’re glad it didn’t. Because it led us to the “ultimate” stock strategy I mentioned up top.

What Comes Next Is Even Bigger

“What comes next?” is a question Andy and I have gotten into the habit of asking ourselves regularly.

We’re always pushing ourselves to make our system smarter, better, and more profitable for our subscribers.

And when we met Louis, the answer became clear. He has hands down one of the best track records of anyone we’ve met.

He launched his first newsletter in 1980, nearly a decade before that photo was taken of Andy and me at the races.

Since then, he’s recommended 676 stocks that could’ve doubled your money or more. And his mutual funds and ETFs have been ranked No. 1 by Morningstarand The Wall Street Journal.

The New York Times even called him an “icon among growth investors” for the impact his quantitative approach has had on Wall Street.

Louis’ approach to stock-picking is much like our own. He helps regular investors see which companies are worth your attention – and which aren’t. But instead of using our Social Heat Score to guide the way, he relies on his Stock Grader system.

Stocks that get an A earn top marks. Stocks that get an F fail. Just like when you were in school. These marks are based on fundamental factors such as earnings, sales, and growth as well as momentum factors such as institutional buying.

And it’s remarkably effective. In addition to the 676 stocks it’s identified that doubled or more, it’s identified 22 stocks that went on to climb 100-fold.

Our new Ultimate Stock Strategy comes from combining the two systems. We look at only Louis’ top-graded stocks. Then we layer on the online and social media signals we get from our Social Heat Score.

The results are jaw-dropping.

As I mentioned, we found it would’ve spotted more than 240 doubles over a five-year backtesting period… for an average gain of 244%.

Our mission has always been to bring hedge fund-level insights to the everyday investor. And that’s exactly what we did during a recent free broadcast, when Louis, Andy, and I shared everything you need to know during our Ultimate Stock Strategy event.

We’re leaving that event up online for a limited time, so you can still see this thing in action.

We believe at least one of the stocks we identify during that free broadcast has the potential to double by Christmas. So you won’t want to miss it.

Here’s that link again where you can watch.

Cheers,

Landon Swan

Founder, LikeFolio

The post The Childhood Lesson That Became a Market-Crushing Edge appeared first on InvestorPlace.

In a first, a data center is using a big battery to get online faster.

Instead of waiting on infrastructure upgrades, new gas turbines, or lobbying utility companies for more power, Aligned Data Centers is taking a different approach. It’s paying for a new 31-megawatt/62-megawatt-hour battery to power its new facility in the Pacific Northwest.

And according to the companies involved, this deal will get Aligned’s data center running ​”years earlier than would be possible with traditional utility upgrades.”

This tells us everything we need to know about where we are in the AI infrastructure cycle – and where the next big investment opportunities are hiding. 

Every hyperscaler – Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), Meta (META) – is pouring tens of billions into new AI data centers. In fact, Nvidia (NVDA) CEO Jensen Huang estimates we’ll spend $1 trillion on new AI infrastructure before 2030.

But all those shiny, new data centers need power – lots of it. And our grid is already groaning under the weight of EVs, renewables, and aging transmission lines. 

Improving energy infrastructure takes years; sometimes decades.

AI can’t wait. And that’s where batteries enter the picture as the bridge between today’s strained grid and tomorrow’s digital economy.

By installing massive battery packs onsite or nearby, data centers can effectively ‘jump the line,’ securing a reliable buffer of power that lets them come online years ahead of schedule. Plus, since batteries take pressure off the grid, regulators and utilities will greenlight those projects faster.

It’s a brilliant hack – and it’s likely to become standard practice for every hyperscaler racing to deploy AI capacity.

The AI Battery Boom Is Here

Data centers are quickly becoming the largest power consumers in the world.

That’s why the companies solving AI’s energy bottleneck could see growth that rivals the chip boom itself.

Just as Nvidia became the bottleneck supplier for AI compute, the companies that can build and scale utility-grade batteries are positioning themselves as bottleneck suppliers for AI power.

Think about it this way. Every AI data center needs:

• Graphics Processing Units (GPUs) to run their models
• Power to keep the lights on and the regulators happy

It’s the same dynamic; and it creates the same kind of explosive opportunity.

We see three very interesting ways to play it.

Eos Energy: The Zinc Battery Play for AI Data Centers

Most batteries on the grid today are lithium-ion. But lithium-ion has limits: it’s expensive, it degrades quickly when cycled hard, and it’s not optimized for multi-hour storage.

Enter Eos Energy (EOSE).

Eos builds zinc-based batteries that are specifically designed for longer applications, between four and 10 hours. That’s the sweet spot for data centers looking to buffer grid demand and secure overnight uptime. And unlike lithium-ion, zinc doesn’t require nickel, cobalt, or lithium – minerals increasingly caught up in geopolitical snares.

The company has quietly amassed a multi-billion-dollar project pipeline. And if other data centers go the way of Aligned, the AI Boom could pour gasoline on that fire. 

Think of Eos as the ‘non-lithium bet’ on AI storage. If hyperscalers start diversifying battery chemistry to reduce risk, Eos is perfectly positioned.

Fluence Energy: The Leading AI Data Center Battery Stock

Now, where Eos is the scrappy upstart, Fluence (FLNC) is the established pure-play leader in grid-scale batteries.

A joint venture between AES (AES) and Siemens, Fluence has already deployed over 7 gigawatts of storage across the globe. It sells not just the hardware but the software to orchestrate storage systems, making it a one-stop shop for data centers and utilities.

If you’re a hyperscaler that needs 200 MW of storage integrated into your new AI campus, Fluence is the first number you call.

Investors have started to notice. Shares have surged nearly 370% since May.

But even still, the runway here is massive. Fluence could be to AI batteries what Nvidia was to AI chips: the name brand everyone trusts.

Tesla’s Megapack: The Hidden AI Infrastructure Powerhouse

Everyone knows Tesla (TSLA) for its cars – and now its humanoid robots. But the company has quietly become one of the world’s largest battery companies.

Tesla’s Megapack business has locked in multi-year, multi-billion-dollar contracts, most notably: 

• a 15.3 GWh supply agreement with Intersect Power valued at over $3 billion through 2030
• and a June 2025 order from Clearway Energy for 490 MW/1,356 MWh that industry reports peg at roughly $450 million 

With Tesla cranking out record volumes – 12.5 GWh of Megapacks in Q3 2025 alone and over 31 GWh in 2024 – demand is so strong that new orders are getting pushed well into future calendar years. In other words, Tesla’s battery business isn’t just busy… it’s booked solid for years, as utilities and power producers race to lock in capacity before the grid revolution leaves them behind.

And if you think the company won’t target AI data centers directly, think again. The Megapack is already being deployed in California to support data-hungry industries. Plugging it into AI is the next logical step.

Perhaps its greatest advantage? Scale. Tesla already has the factories, supply chains, and brand credibility. If hyperscalers want to go with a big-name partner that can deliver dozens of megawatts at speed, Tesla seems the obvious choice.

This makes it not just an EV stock but a stealth AI infrastructure play hiding in plain sight.

Investing in the Data Center Power Revolution

Aligned’s battery tactic isn’t a one-off curiosity. It’s a preview of the next wave of the AI trade.

First was GPUs. Then energy. Now? Storage.

Every AI data center built over the next decade will almost certainly come with a giant battery project attached. That’s tens – maybe hundreds – of billions in new demand for grid-scale batteries…

Which means the companies building those batteries could ride the same exponential curve Nvidia has over the last five years.

If you believe AI is the future, you need to believe batteries are the enabler. And you need exposure to the stocks that make it happen.

Bottom line: AI isn’t just a compute story anymore. It’s a power story. And in that power story, batteries are the unsung hero. 

Today’s headline about data centers building giant batteries to get online faster is tomorrow’s trillion-dollar investment theme.

And remember – energy isn’t the only bottleneck AI is about to break.

The same forces driving a battery boom are propelling the next frontier of automation: humanoid robotics.

And the greatest opportunities in this sector lie with the little-known suppliers making the actuators, sensors, and semiconductors that bring these machines to life.

Find out which names are in our crosshairs.

The post Before the Battery Boom: The Quiet Opportunity Powering the AI Revolution appeared first on InvestorPlace.

Yesterday brought progress on the U.S./China trade talks.

Let’s jump straight to Reuters:

Top Chinese and U.S. economic officials on Sunday hashed out the framework of a trade deal for U.S. President Donald Trump and Chinese President Xi Jinping to finalize that would pause steeper American tariffs and Chinese rare earths export controls and resume U.S. soybean sales to China, U.S. officials said.

U.S. Treasury Secretary Scott Bessent said the talks on the sidelines of the ASEAN Summit in Kuala Lumpur had eliminated the threat of Trump’s 100% tariffs on Chinese imports starting November 1.

Bessent said he expects China to delay implementation of its rare earth minerals and magnets licensing regime by a year while the policy is reconsidered.

Presidents Trump and Xi will meet on Thursday at the Asia Pacific Economic Cooperation (APEC) summit in Gyeongju, South Korea. If all goes well, they’ll sign off on the negotiated terms.

This is huge for AI investors. As we’ve covered extensively in the Digest, rare earth elements (RRE) are critical for all things “AI” and next-gen technologies. China controls about 70% of global REE production and over 80% of refining capacity, and has limited exports in recent months.

So, if negotiations are successful in delaying rare earth minerals and magnets licensing requirements for one year, as Bessent suggested, a substantial AI overhang for investors will be removed.

We’ll report back after Trump and Xi meet.

The Federal Reserve has a clear path to a quarter-point rate cut at Wednesday’s October FOMC meeting.

The month-over-month reading clocked in at 0.3%, less than the 0.4% forecast. On the year, inflation climbed 3.0%, also less than the estimate of 3.1%.

Core CPI, which excludes volatile food and energy prices, rose 0.2% monthly and 3.0% yearly. Both readings were lighter than forecasts of 0.3% and 3.1%, respectively.

To be clear, these numbers are still “hot” relative to the Fed’s goal of 2%. But relative to the potential inflation readings Wall Street feared, 3% year-over-year inflation appears reasonable. Perhaps more importantly, the data are no longer surprising to the upside.

Put it all together, and the Fed has permission to prioritize the labor market over inflation, which means another rate cut on Wednesday.

Here’s the quick take from legendary investor �������°� in his Growth Investor Special Market Podcast from Friday:

Well, folks, the CPI (Consumer Price Index) obviously came in much better than expected, and that’s why the market [rallied on Friday] …

So, we don’t have to worry about inflation – it fizzled. And that means the Federal Reserve can proceed with key interest rate cuts.

Traders agree with Louis. The CME Group’s FedWatch Tool shows us the probabilities that traders assign to different fed funds target rates in the future. As I write Monday, traders put 96.7% odds on a quarter-point cut on Wednesday which would take the Fed’s target rate range to 3.75% to 4.0%.

With a quarter-point rate cut fully priced into the market, Wednesday’s FOMC decision itself isn’t the story – it’ll be about Federal Reserve Chairman Jerome Powell’s commentary.

The market has been trading this move for weeks, and the “light” CPI print simply sealed the deal. So, don’t expect fireworks when the Fed announces a 25-basis-point trim. Instead, watch Powell’s language and tone.

We’ll be listening for three things:

• How does he characterize overall inflation? Is it concerning? Or is he relatively pleased that the pace of increase has slowed (though still rising)?
• Are the effects from tariffs deemed “pass-through,” or does Powell see tariffs exerting continued upward pressure for months to come?
• On rate cuts, are there hints of more to come? Or does Powell stick to the familiar script of future policy being entirely “data dependent”?

The answers will determine whether stocks extend their rally or fade on “sell-the-news” fatigue.

We’ll report back, along with Louis’ perspective.

Tomorrow at 10:00 a.m. Eastern, Louis goes live with Andy and Landon Swan to discuss their “Ultimate Stock Strategy.”

For newer Digest readers, here’s some quick context…

Louis has one of the most respected – and envied – multi-decade investment track records in our business. Behind this is his quantitative approach that zeroes in on stocks with fundamental strength. His high-powered computers, running detailed algorithms, scan the markets for the fingerprints of fundamentally superior stocks (e.g., growing sales and earnings growth, beating analyst expectations).

Louis’ Stock Grader crunches the data and then assigns each stock a rating, separating the outperformers from everything else. Here’s Louis with what this has meant for rubber-meets-road returns:

My Stock Grader and I have found 676 stocks that could have doubled your money or better – including 22 that went up more than 100-fold.

Meanwhile, Andy and Landon are the analysts behind our corporate partner, LikeFolio. They use consumer data to spot shifts and trends in Main Street spending behavior before it becomes news on Wall Street. In essence, they track “buzz” to see where Main Street buying pressure is ramping up before it’s in the financial press.

Here’s Andy with more:

Consumers enthusiastically share the brands they purchase on social media. We found a way to use that data to forecast the sales of the companies that own those brands. We then use those forecasts to spot outlier stocks…

We track millions of individual data points from across the web – including social media posts, AI prompts, search queries, and web traffic trends. Then we distill it into a 0 to 100 Social Heat Score to spot the stocks ready for liftoff.

After becoming familiar with each other’s work, Andy, Landon, and Louis ran back-studies that combined Louis’ Portfolio Grader with the Swan Brothers consumer data approach.

Back to Louis for the takeaway:

This new “ultimate strategy” would’ve spotted over 240 doubles — just in the past 5 years. And posted an average gain of 244%. Which is why I’m convinced this is the most powerful way to invest right now.

Tomorrow at 10:00 a.m. Eastern, Louis, Andy, and Landon will sit down to fill in the details about their combined market strategy. Just for joining, you’ll get two free picks (one from Louis, one from the Swan brothers), plus a stock that all three analysts agree you should sell immediately.

I’ll note that Louis’ Stock Grader normally costs $1,000 a year. But it’s yours free for a limited time as a thank-you for signing up for tomorrow’s event.

Just click here and we’ll see you at 10:00 a.m. Eastern.

Eight tech companies – the Mag 7 plus Broadcom (our proxy for “AI”) – are each valued at $1 trillion or more. Together, they make up about 37% of the market cap of the entire S&P 500, and their stock prices are doing a lot of the heavy lifting of today’s record-setting stock market.

For example, Broadcom has shot up more than 53% this year, and Nvidia is up nearly 40%. Meanwhile, the S&P’s subgroups, consumer discretionary and consumer staples – we’ll call them our “Everything Else” bucket for today – have climbed less than 5% here in 2025.

We’re seeing a similar split over on Main Street. The net worths of high-income earners are rising on the backs of surging asset prices. But there are growing cracks elsewhere…

• A Deloitte survey published earlier this month found that 57% of U.S. consumers expect the economy to weaken in the next year…
• GenZ consumers plan to spend an average of 34% less this holiday season compared to 2024…
• As we’ve reported in the Digest, seasonal hiring is likely to come in at its lowest level since 2009.

Here’s our technology expert, Luke Lango, on this bifurcation:

What we have today can only be called a K-shaped economy.

On one arm of the “K,” we have the AI economy soaring to new heights. On the other arm, the “everything else” economy is struggling with high interest rates and weary consumers.

Consider the contrast: While AI firms strike billion-dollar partnerships and tech stocks rally, consumers are falling behind on basic expenses.

One stark example: Buy-Now-Pay-Later services report that some Americans are even missing payments on takeout meals. When people are financing burritos in four installments, it’s clear many households are scraping by.

Meanwhile, corporate America is pouring money into automation that could ultimately replace those very workers.

Action Step One: ride AI momentum while it’s here.

Over the last week, Luke has been sharing a slew of names for how to do this. One area in particular he’s zeroed in on is energy infrastructure powering AI.

Back to Luke:

We are fast approaching an energy crunch where power demand outstrips supply, thanks to the AI build-out…

For investors, this crunch creates an opportunity. Someone has to build more power supply – and fast. That shines a light on utility and energy companies that can add generation capacity.

Traditional power producers like Vistra Energy (VST) or Constellation (CEG) (major electricity generators) stand to benefit as society races to keep the lights on in the AI era.

(For more on Luke’s top AI picks in Innovation Investor, click here.)

Action Step Two: Recognize that this stock market boom cannot continue indefinitely with the “Everything Else” economy and average consumer struggling. This is why we’re still riding this AI boom, though remaining nimble for when conditions change.

Luke recommends a similar approach:

We are bullish that the AI-driven melt-up still has legs – there’s real money to be made.

Our analysis suggests that the AI boom likely has 12 to 24 months of runway left to mint fortunes.

By all means, take advantage of this historic moment. But do so with a game plan.

Stay vigilant to economic warning signs (e.g. rising defaults, resurging inflation, weakening job markets) and have an exit strategy.

The game plan we’ve highlighted here in the Digest is to track this bull market’s final innings with the “Crazy Map” we’ve introduced in recent weeks, then exit within a reasonable window after what we believe is the top, guided by Senior Analyst Brian Hunt and his A-B-C framework (detailed in this Digest).

In a recent conversation, someone asked me, “Given valuations, isn’t it dangerous to stay in stocks? You might get – what, another 10% of gains? Maybe 15%? But for that, you risk 40% or 50%? Just seems foolish.”

In the short term, that skepticism isn’t misplaced. With valuations stretched, a significant and painful pullback wouldn’t be surprising. So, reducing risk or moving to more liquid positions makes sense if you’re retired or can’t stomach a serious drawdown.

But if your investment timeline is longer, remember the wise words of the great Peter Lynch:

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves.

This is key because guess what happens to those “safe” dollars moved to the sidelines as you anticipate a correction…

Here’s Charlie Bilello from Creative Planning to show you:

If you can’t see the chart, over the last 30 years, while the S&P has climbed nearly 900%, the purchasing power of the dollar has collapsed by 52.75%.

And don’t make the mistake of believing this dynamic requires decades to play out.

Using the Bureau of Labor Statistics’ (BLS) own inflation calculator, to match your buying power from just five years ago, your salary would need to be 26% higher today.

Have you gotten a 26% raise over the last five years?

And let’s be clear – this is the takeaway using BLS data. The reality is more likely you’d need a 30% – 40% pay raise simply to be treading water (we’ll dive into why in a different Digest). 

Bottom line: Except for short (well-timed) periods, not being invested is the vastly greater risk to your wealth.

We’ll keep you updated on all these stories here in the Digest.

Have a good evening,

Jeff Remsburg

The post A U.S./China Deal Framework Juices Stocks appeared first on InvestorPlace.

But markets evolve. And now, there’s a new layer of insight that can give investors an even greater edge: real-time consumer behavior.

That’s why I’ve partnered with Andy and Landon Swan of LikeFolio. They’ve built a remarkable system that tracks millions of online conversations to uncover rising trends before they appear in earnings reports or analyst upgrades.

By combining their real-time sentiment data with my Stock Grader signals, we’ve created something I believe is truly next-level. In testing, this collaboration uncovered more than 240 double-your-money opportunities over just five years.

Andy will walk you through exactly how this breakthrough works – and how you can join us – during a free live event tomorrow at 10 a.m. Eastern.

I encourage you to reserve your spot here.

I’ll turn it over to Andy…

****

It’s amazing how much you can learn from spending the day with a fellow investor.

Especially when it’s someone who’s been doing it professionally for 45 years…

… whose quantitative system has topped the performance of the S&P 500 since 1997…

… someone whose investment firm manages around $1 billion in assets…

… whose mutual funds and ETFs have been ranked #1 by Morningstar and The Wall Street Journal…

…whom The New York Times has called “icon among growth investors”…

… who’s a regular guest on Bloomberg Television, Fox News, and CNBC.

As you’ve likely already guessed, that someone is �������°�. And meeting him lit the fuse on an exciting new collaboration.

Louis began programming computers that beat the market in the 1970s while still a student. And he launched his first newsletter in 1980, back when my brother Landon and I were still learning how to walk.

He’s a living legend among quant investors like us – folks who rely on data, not guesswork, for their edge. That’s why they call him the “King of Quants.” He’s been doing this longer than anyone else we know.

And when he shared how he got into this business, it sparked a collaboration that led to our Ultimate Stock Strategy. It’s a rule-based system that, according to backtests, on average would have found a new stock every six trading days with the potential to double your money.

I’ll get into the details in a moment – plus how you can learn more. First, let me share a little bit about how Louis blazed a trail for us quants.

This System Grades 6,000 Stocks

It all started with an assignment Louis got as a student.

He was studying finance at Cal State Hayward. One of his professors there had a consulting gig with Wells Fargo. He invited Louis to help him run some models using the bank’s mainframe.

Louis was tasked with building a model portfolio of 320 stocks that would track the returns of the 500 stocks in the S&P 500.

Only his portfolio didn’t just mimic the performance of the index – it beat it.

It was the foundation of the Stock Grader system he uses today. It ranks more than 6,000 stocks based on sales growth, operating margin, earnings momentum, and other fundamental metrics. Then it combines this ranking with institutional buying and other catalysts.

It all gets boiled down to a grade, just like you’d get in school:

• A stock with the highest growth and business quality ratings gets an “A.”
• A stock with miserable ratings gets an “F.”

Since Louis started his first newsletter in 1980, this system has flagged 675 stocks that could have doubled your money or more – including 22 that shot up 100 times in value.

Louis proved that a rules-based system combining fundamental analysis and market flows could systematically beat the index.

Landon and my breakthrough was proving that consumer behavior online could, too.

Our Own Eureka Moment

An assignment during our time at TD Ameritrade inspired a deep dive into Twitter (now X), which led to a eureka moment:

• Consumers enthusiastically share the brands they purchase on social media
• We found a way to use that data to forecast the sales of the companies that own those brands
• We use those forecasts to spot outlier stocks

Once this lightbulb went off, we knew we were sitting on a real edge.

So… we secured an endorsement from Georgetown University with a study that proved our technology could “predict” future outcomes. We founded LikeFolio to give our brainchild life. And in 2019, we partnered with TradeSmith to bring our data-driven edge to thousands of everyday investors just like you.

The LikeFolio playbook is simple:

• Find massive cultural and consumer shifts as they develop.
• Identify the best-of-breed brands benefiting from this shift that consumers love.
• Buy their stock before the crowd catches on.
• Hold as long as they remain hugely popular with consumers.

We track millions of individual data points from across the web – including social media posts, AI prompts, search queries, and web traffic trends. Then we distill it into a 0 to 100 Social Heat Score to spot the stocks ready for liftoff.

A stock with a Social Heat Score above 70 indicates a “Buy.” A stock with a Social Heat Score below 30 indicates a “Sell.”

It’s not far from what Louis does with his Stock Grader system. Only it uses online sentiment as its main measures instead of fundamental and quantitative ratings.

After meeting Louis, it didn’t take long for us to realize we had many winners in common. And when we looked into it some more, we realized that combining our consumer insights with Louis’ grading system would further sharpen our edge.

We weren’t wrong. In our testing, this “Ultimate Stock Strategy” spotted more than 240 double-your-money opportunities over a span of five years for an average gain of 244%.

Hundreds of New Potential Doubles

This new strategy marries our Social Heat Score with Louis’ Stock Grader system to create something even more powerful.

And that’s saying something…

Landon and I have delivered 25 double-your-money-or-more winners to our subscribers in just the past five years, spotting stocks like:

• At Home Group Inc. (HOME) during the COVID pandemic before it shot up 611%.
• Coinbase Global Inc. (COIN) in the wake of the 2022 crypto market crash before it rocketed 445%.
• And more recently, Robinhood Markets Inc. (HOOD). It soared 556% in under 17 months after our system flagged it to us.

And Louis’ list of top gains includes many of the most legendary winners of recent memory.

• Like Apple Inc. (AAPL), which Louis’ system flagged in 1988 – nearly two decades before its first iPhone and ahead of a run that took it as much as 36,000% higher.
• Or Amazon.com Inc. (AMZN), which Louis’ system flagged in 2004 before it soared 8,151%.
• Or Netflix Inc. (NFLX) in 2009 before it shot up 7,749%.

Louis’ Stock Grader even pointed to Nvidia Corp. (NVDA) in 2005, ahead of its epic 44,000% climb to become the largest company in the world.

And those gains are before you combine our two strategies.

The Ultimate Stock Strategy could add hundreds of new doubles to that list of winners. More importantly, it could add zeroes to our subscribers’ net worth.

Louis, Landon, and I will be revealing all the details during a special event tomorrow, October 28, 2025, at 10 a.m. ET.

I hope you’ll clear some time in your schedule to join us. The holidays are around the corner. And we aim to deliver at least one more stock that doubles by Christmas.

The link to RSVP is right here.

Until next time,

Andy Swan

Founder, LikeFolio

P.S. As a thank you for joining, we’ll be giving every attendee one stock pick vetted by yours truly, another vetted by Louis, and one stock we all agree you should sell immediately. Here’s that link again to secure your spot.

The post What Happened When Data Met Experience appeared first on InvestorPlace.

Investing in the stock market during President Donald Trump’s second term feels a bit like swimming off Amity Island – the sunny, fictional beach town from Jaws.

The sky is clear, the water is calm, and the lifeguards assure everyone it’s safe to frolic in the surf. But then…

Dun dun… dun dun… dun dun…

Cue that ominous, staccato music.

An attack is nearing. And this shark’s name is “Tariff.”

Every time the market starts to relax, every time the indexes edge toward complacency, that fin slices through the surface – a presidential pronouncement, a trade threat, a sudden “Liberation Day” declaration – and the water turns red. Stocks hemorrhage trillions in value. Fear ripples through every sector.

Then, just as suddenly, the shark vanishes.

President Trump reverses himself, the terror subsides, and investors wade back into the water in as if nothing happened.

As of today, for instance, Trump and Chinese President Xi Jinping have agreed on a preliminary framework for a trade deal ahead of their scheduled meeting later this week. What will happen later this week is anybody’s guess; even the shark may not yet know.

And that means that the predator never truly leaves. It merely circles deeper, waiting for the next opportunity to strike.

This pattern is the new rhythm of the Trump market. Each abrupt policy pivot takes a devastating bite out of stock market values and drags them into the deep. Horrified investors run for their financial lives… until the immediate danger passes.

What makes this volatility especially menacing now is where the market stands: balanced on the highest valuation cliff in modern history.

The Shiller CAPE ratio is flirting with all-time highs. The CAPE – short for cyclically adjusted price-to-earnings ratio – is a valuation metric developed by economist Robert Shiller of Yale University. It’s designed to assess whether the S&P 500 is overvalued or undervalued relative to historical norms.

At present, the CAPE ratio is hovering near 39.5, which is higher than before the 1929 crash, higher than before the dot-com crash, and more than double its long-term average of 17.

The market, in other words, is priced for perfection — for smooth seas and fair winds and shark-free sunbathing.

When valuations are this inflated, even a small shock can rupture confidence. A trade war threat, a geopolitical misstep, a retaliatory tariff from China or Europe – each one is a dorsal fin on the horizon.

When stocks are priced for perfection, anything that reminds investors of risk can tear through sentiment like a great white through a surfboard.

That is what makes the current environment so treacherous. The market isn’t merely overvalued – it’s fragile. Each day it skims higher across the glossy surface of record earnings multiples, complacent volatility, and speculative liquidity.

So yes, the water still sparkles.

The indices shimmer at all-time highs. The tourists are back in the surf. But the great white risk remains – unseen, restless, circling. And when markets are priced this high, it doesn’t take much blood in the water to start a feeding frenzy.

That said, I don’t believe the current market environment warrants panic or extreme defensive measures. There is a way to swim smartly in dangerous, unpredictable waters.

There is a four-trait approach to follow to ensure that the water – and your portfolio – stays out of the red. I’ll share that below. But first, let’s take a look at what we covered here at Smart Money last week…

Smart Money Roundup

October 22, 2025

Why This Company Could Be the “Forever Stock” of AI Healthcare

In 1979, General Electric introduced its famous tagline, “We bring good things to life.” It then brought its healthcare operations to life as GE HealthCare Technologies Inc. (GEHC) in 2023. Since then, GE HealthCare has been deeply involved in AI-healthcare. Read on to discover why I believe this company to be a “Forever Stock.”

October 23, 2025

The Rules of Investing Just Changed — Are You Ready?

The way information moves, how investors react, and where the biggest opportunities appear have all changed. That’s why InvestorPlace Senior Analyst �������°� is partnering up with two brilliant young investors to unveil what they call the “Ultimate Stock Strategy.” Click here to learn more.

October 25, 2025

Amazon’s Outage Wasn’t a Fluke — It Was a Warning

Amazon Web Services (AWS), the cloud arm of Amazon.com Inc. (AMZN), suffered a worldwide outage, affecting more than 1,000 companies and millions of online users. This mishap tells us one thing for sure: Much of today’s digital economy runs on AWS, and that dependence makes them vulnerable

Likewise, investors overly concentrated in AI face the same kind of vulnerability. The safest way to navigate these kinds of black-out moments in your portfolio is by investing in “outage-proof” stocks.

October 26, 2025

This New Stock System Could Hand You a 100% Winner by Christmas

�������°� recently shared how he’s working on a project to fuse his legendary Stock Grader system – the same model that’s helped him identify hundreds of market-beating stocks – with powerful new digital data. Now, we’re joined by Andy Swan, cofounder of LikeFolio, which tracks millions of online consumer mentions and trends to spot stock opportunities before Wall Street does.

Andy and his brother Landon Swan have teamed up with Louis on a collaboration that, in testing, found more than 240 double-your-money opportunities over five years. Learn more here.

Swim Smartly

You can still respect the shark without hiding on the beach. To do that, I recommend a disciplined investment approach that features four specific traits…

Markets always contain risk, but risk isn’t the same as doom. The goal isn’t to avoid the water; it’s to swim smartly.

The investors who thrive over time are not the ones who recoil in fear. They’re the ones who embrace intelligent risks, while avoiding unnecessarily dangerous ones.

As a group, the recommended positions in my Fry’s Investment Report portfolio strike a prudent balance between risk and reward.

They are picks across the four categories outlined above, and the best way to survive shark infested waters.

Click here to learn more.

Regards,

�������°�

The post How to Survive Shark-Infested Markets appeared first on InvestorPlace.

This Week’s Ratings Changes:

Upgraded: Strong to Very Strong

Downgraded: Very Strong to Strong

Upgraded: Neutral to Strong

Downgraded: Strong to Neutral

Upgraded: Weak to Neutral

Downgraded: Neutral to Weak

Upgraded: Very Weak to Weak

Downgraded: Weak to Very Weak

To stay on top of my latest stock ratings, plug your holdings into Stock Grader, my proprietary stock screening tool. But, you must be a subscriber to one of my premium services.

To learn more about my premium service, Growth Investor, and get my latest picks, go here. Or, if you are a member of one of my premium services, you can go here to get started.

Sincerely,

�������°�

Editor, Market 360

The post eBay Upgraded, Meta Platforms Downgraded: Updated Rankings on Top Blue-Chip Stocks appeared first on InvestorPlace.

Yesterday, �������°� shared how he’s upgrading his famous Stock Grader system with advanced digital intelligence. Today, Andy Swan, cofounder of LikeFolio, is here to show how his team’s real-time social-data engine can predict market trends before they show up in earnings reports.

This collaboration between Louis, Andy, and his brother Landon has already pinpointed more than 240 “double-your-money” setups in backtesting. And on October 28 at 10 a.m. Eastern, they’ll reveal the system live.

Here’s Andy with a closer look at how it works – and what it could mean for your portfolio.

It’s amazing how much you can learn from spending the day with a fellow investor.

Especially when it’s someone who’s been doing it professionally for 45 years…

… whose quantitative system has topped the performance of the S&P 500 since 1997…

… someone whose investment firm manages around $1 billion in assets…

… whose mutual funds and ETFs have been ranked #1 by Morningstar and The Wall Street Journal…

…whom The New York Times has called “icon among growth investors”…

… who’s a regular guest on Bloomberg Television, Fox News, and CNBC.

As you’ve likely already guessed, that someone is �������°�. And meeting him lit the fuse on an exciting new collaboration. 

Louis began programming computers that beat the market in the 1970s while still a student. And he launched his first newsletter in 1980, back when my brother Landon and I were still learning how to walk.

That’s me on the right beside Landon (in the middle). You know Louis, of course.

He’s a living legend among quant investors like us – folks who rely on data, not guesswork, for their edge. That’s why they call him the “King of Quants.” He’s been doing this longer than anyone else we know.

And when he shared how he got into this business, it sparked a collaboration that led to our Ultimate Stock Strategy. It’s a rule-based system that, according to backtests, on average would have found a new stock every six trading days with the potential to double your money. 

I’ll get into the details in a moment – plus how you can learn more. First, let me share a little bit about how Louis blazed a trail for us quants. 

�������°�’s Quantitative Stock Grading System

It all started with an assignment Louis got as a student.

He was studying finance at Cal State Hayward. One of his professors there had a consulting gig with Wells Fargo. He invited Louis to help him run some models using the bank’s mainframe.

Louis was tasked with building a model portfolio of 320 stocks that would track the returns of the 500 stocks in the S&P 500. 

Only his portfolio didn’t just mimic the performance of the index – it beat it.

It was the foundation of the Stock Grader system he uses today. It ranks more than 6,000 stocks based on sales growth, operating margin, earnings momentum, and other fundamental metrics. Then it combines this ranking with institutional buying and other catalysts. 

It all gets boiled down to a grade, just like you’d get in school:

• A stock with the highest growth and business quality ratings gets an “A.”
• A stock with miserable ratings gets an “F.” 

Since Louis started his first newsletter in 1980, this system has flagged 675 stocks that could have doubled your money or more – including 22 that shot up 100 times in value.

Louis proved that a rules-based system combining fundamental analysis and market flows could systematically beat the index. 

Landon and my breakthrough was proving that consumer behavior online could, too.

How AI and Online Sentiment Became the Missing Piece of Quant Investing

An assignment during our time at TD Ameritrade inspired a deep dive into Twitter (now X), which led to a eureka moment:

• Consumers enthusiastically share the brands they purchase on social media
• We found a way to use that data to forecast the sales of the companies that own those brands
• We use those forecasts to spot outlier stocks

Once this lightbulb went off, we knew we were sitting on a real edge. 

So… we secured an endorsement from Georgetown University with a study that proved our technology could “predict” future outcomes. We founded LikeFolio to give our brainchild life. And in 2019, we partnered with TradeSmith to bring our data-driven edge to thousands of everyday investors just like you. 

The LikeFolio playbook is simple:

• Find massive cultural and consumer shifts as they develop.
• Identify the best-of-breed brands benefiting from this shift that consumers love.
• Buy their stock before the crowd catches on.
• Hold as long as they remain hugely popular with consumers.

We track millions of individual data points from across the web – including social media posts, AI prompts, search queries, and web traffic trends. Then we distill it into a 0 to 100 Social Heat Score to spot the stocks ready for liftoff.

A stock with a Social Heat Score above 70 indicates a “Buy.” A stock with a Social Heat Score below 30 indicates a “Sell.”

It’s not far from what Louis does with his Stock Grader system. Only it uses online sentiment as its main measures instead of fundamental and quantitative ratings.

After meeting Louis, it didn’t take long for us to realize we had many winners in common. And when we looked into it some more, we realized that combining our consumer insights with Louis’ grading system would further sharpen our edge. 

We weren’t wrong. In our testing, this “Ultimate Stock Strategy” spotted more than 240 double-your-money opportunities over a span of five years for an average gain of 244%.

Combining Quantitative and AI Investing for Explosive Stock Gains

This new strategy marries our Social Heat Score with Louis’ Stock Grader system to create something even more powerful.

And that’s saying something… 

Landon and I have delivered 25 double-your-money-or-more winners to our subscribers in just the past five years, spotting stocks like:

• At Home Group Inc. (HOME) during the COVID pandemic before it shot up 611%.
• Coinbase Global Inc. (COIN) in the wake of the 2022 crypto market crash before it rocketed 445%.
• And more recently, Robinhood Markets Inc. (HOOD). It soared 556% in under 17 months after our system flagged it to us.

And Louis’ list of top gains includes many of the most legendary winners of recent memory.

• Like Apple Inc. (AAPL), which Louis’ system flagged in 1988 – nearly two decades before its first iPhone and ahead of a run that took it as much as 36,000% higher.
• Or Amazon.com Inc. (AMZN), which Louis’ system flagged in 2004 before it soared 8,151%.
• Or Netflix Inc. (NFLX) in 2009 before it shot up 7,749%.

Louis’ Stock Grader even pointed to Nvidia Corp. (NVDA) in 2005, ahead of its epic 44,000% climb to become the largest company in the world. 

And those gains are before you combine our two strategies. 

The Ultimate Stock Strategy could add hundreds of new doubles to that list of winners. More importantly, it could add zeroes to our subscribers’ net worth. 

Louis, Landon, and I will be revealing all the details during a special event next Tuesday, October 28, 2025, at 10 a.m. ET.

I hope you’ll clear some time in your schedule to join us. The holidays are around the corner. And we aim to deliver at least one more stock that doubles by Christmas.

The link to RSVP is right here. 

The post What Happens When a Wall Street Icon Meets Silicon Valley Data appeared first on InvestorPlace.

Today, we’re turning it over to Andy Swan, cofounder of LikeFolio, which tracks millions of online consumer mentions and trends to spot stock opportunities before Wall Street does. Andy and his brother Landon Swan have teamed up with Louis on a collaboration that, in testing, found more than 240 double-your-money opportunities over five years.

Learn more — and see how to join them — during a free live event on Tuesday, October 28, at 10 a.m. Eastern. Click here to reserve your spot.

Take it away, Andy…

It’s amazing how much you can learn from spending the day with a fellow investor.

Especially when it’s someone who’s been doing it professionally for 45 years…

… whose quantitative system has topped the performance of the S&P 500 since 1997…

… someone whose investment firm manages around $1 billion in assets…

… whose mutual funds and ETFs have been ranked #1 by Morningstar and The Wall Street Journal…

…whom The New York Times has called “icon among growth investors”…

… who’s a regular guest on Bloomberg Television, Fox News, and CNBC.

As you’ve likely already guessed, that someone is �������°�. And meeting him lit the fuse on an exciting new collaboration.

Louis began programming computers that beat the market in the 1970s while still a student. And he launched his first newsletter in 1980, back when my brother Landon and I were still learning how to walk.

That’s me on the right beside Landon (in the middle). Louis, of course, is the other guy.

He’s a living legend among quant investors like us – folks who rely on data, not guesswork, for their edge. That’s why they call him the “King of Quants.” He’s been doing this longer than anyone else we know.

And when he shared how he got into this business, it sparked a collaboration that led to our Ultimate Stock Strategy. It’s a rule-based system that, according to backtests, on average would have found a new stock every six trading days with the potential to double your money.

I’ll get into the details in a moment – plus how you can learn more. First, let me share a little bit about how Louis blazed a trail for us quants.

This System Grades 6,000 Stocks

It all started with an assignment Louis got as a student.

He was studying finance at Cal State Hayward. One of his professors there had a consulting gig with Wells Fargo. He invited Louis to help him run some models using the bank’s mainframe.

Louis was tasked with building a model portfolio of 320 stocks that would track the returns of the 500 stocks in the S&P 500.

Only his portfolio didn’t just mimic the performance of the index – it beat it.

It was the foundation of the Stock Grader system he uses today. It ranks more than 6,000 stocks based on sales growth, operating margin, earnings momentum, and other fundamental metrics. Then it combines this ranking with institutional buying and other catalysts.

It all gets boiled down to a grade, just like you’d get in school:

• A stock with the highest growth and business quality ratings gets an “A.”
• A stock with miserable ratings gets an “F.”

Since Louis started his first newsletter in 1980, this system has flagged 675 stocks that could have doubled your money or more – including 22 that shot up 100 times in value.

Louis proved that a rules-based system combining fundamental analysis and market flows could systematically beat the index.

Landon and my breakthrough was proving that consumer behavior online could, too.

Our Own Eureka Moment

An assignment during our time at TD Ameritrade inspired a deep dive into Twitter (now X), which led to a eureka moment:

• Consumers enthusiastically share the brands they purchase on social media
• We found a way to use that data to forecast the sales of the companies that own those brands
• We use those forecasts to spot outlier stocks

Once this lightbulb went off, we knew we were sitting on a real edge.

So… we secured an endorsement from Georgetown University with a study that proved our technology could “predict” future outcomes. We founded LikeFolio to give our brainchild life. And in 2019, we partnered with TradeSmith to bring our data-driven edge to thousands of everyday investors just like you.

The LikeFolio playbook is simple:

• Find massive cultural and consumer shifts as they develop.
• Identify the best-of-breed brands benefiting from this shift that consumers love.
• Buy their stock before the crowd catches on.
• Hold as long as they remain hugely popular with consumers.

We track millions of individual data points from across the web – including social media posts, AI prompts, search queries, and web traffic trends. Then we distill it into a 0 to 100 Social Heat Score to spot the stocks ready for liftoff.

A stock with a Social Heat Score above 70 indicates a “Buy.” A stock with a Social Heat Score below 30 indicates a “Sell.”

It’s not far from what Louis does with his Stock Grader system. Only it uses online sentiment as its main measures instead of fundamental and quantitative ratings.

After meeting Louis, it didn’t take long for us to realize we had many winners in common. And when we looked into it some more, we realized that combining our consumer insights with Louis’ grading system would further sharpen our edge.

We weren’t wrong. In our testing, this “Ultimate Stock Strategy” spotted more than 240 double-your-money opportunities over a span of five years for an average gain of 244%.

Hundreds of New Potential Doubles

This new strategy marries our Social Heat Score with Louis’ Stock Grader system to create something even more powerful.

And that’s saying something…

Landon and I have delivered 25 double-your-money-or-more winners to our subscribers in just the past five years, spotting stocks like:

• At Home Group Inc. (HOME) during the COVID pandemic before it shot up 611%.
• Coinbase Global Inc. (COIN) in the wake of the 2022 crypto market crash before it rocketed 445%.
• And more recently, Robinhood Markets Inc. (HOOD). It soared 556% in under 17 months after our system flagged it to us.

And Louis’ list of top gains includes many of the most legendary winners of recent memory.

• Like Apple Inc. (AAPL), which Louis’ system flagged in 1988 – nearly two decades before its first iPhone and ahead of a run that took it as much as 36,000% higher.
• Or Amazon.com Inc. (AMZN), which Louis’ system flagged in 2004 before it soared 8,151%.
• Or Netflix Inc. (NFLX) in 2009 before it shot up 7,749%.

Louis’ Stock Grader even pointed to Nvidia Corp. (NVDA) in 2005, ahead of its epic 44,000% climb to become the largest company in the world.

And those gains are before you combine our two strategies.

The Ultimate Stock Strategy could add hundreds of new doubles to that list of winners. More importantly, it could add zeroes to our subscribers’ net worth.

Louis, Landon, and I will be revealing all the details during a special event next Tuesday, October 28, 2025, at 10 a.m. ET.

I hope you’ll clear some time in your schedule to join us. The holidays are around the corner. And we aim to deliver at least one more stock that doubles by Christmas.

The link to RSVP is right here.

Until next time,

Andy Swan

Founder, LikeFolio

P.S. As a thank you for joining, we’ll be giving every attendee one stock pick vetted by yours truly, another vetted by Louis, and one stock we all agree you should sell immediately. Here’s that link again to secure your spot.

The post This New Stock System Could Hand You a 100% Winner by Christmas appeared first on InvestorPlace.

In 2023, shares of shoemaker On Holding AG (ONON) began an inexplicable rise.

In January, shares jumped 33% to $23…

By July, the stock had risen another 52% to $35…

Eighteen months later, ONON broke past $60…. a 250% return in just two years!

Now, the fundamentals were only part of the story. On was already growing rapidly before its massive 250% surge. In fact, revenue growth began slowing in percentage terms during this time.

Institutional investors were also not involved. At the time, �������°�’s quantitative “follow the money” Stock Grader (subscription required) score awarded ONON a paltry “D” grade simply because smart money was staying away.

Instead, On was driven higher by a force that’s often invisible to those on Wall Street:

Retail interest.

Between 2023 and 2025, the Swiss shoe company inked multiple partnerships with popular Gen Z stars, including social media breakout Zendaya. The brand surged in popularity among younger runners, and its share price followed suit.

Now, it’s easy to write off On as another retail trader fad. After all, the past month has seen Reddit-driven pumps like Opendoor Technologies Inc. (OPEN) and Beyond Meat Inc. (BYND).

But social media has become a force that extends well beyond small-cap swarm buying. Firms like Tesla Inc. (TSLA) maintain sky-high valuations (170X forward earnings) thanks to millions of rabid fans. Fashion firms, from Crocs Inc. (CROX) to Under Armour Inc. (UA), live and die by how popular they are among young consumers. And investors who can stay one step ahead of the crowd stand to benefit enormously.

Now, I’ll admit that staying ahead can be tricky. Social media is fragmented across dozens of platforms, thousands of hashtags, and millions of users. Besides, it’s often unclear whether a company is truly popular or if it’s a handful of spam bots behind the effort.

Fortunately, the team at TradeSmith has created a system called a Social Heat Score that pulls millions of data points from across the web – from social media posts to AI queries, search volumes to web traffic trends. They then combine these into a 0 to 100 score that pinpoints how popular a company is. The system was flagging On Holding well before any Wall Street investor took notice.

Even better, we quickly realized that the Social Heat Score pairs perfectly with Louis’ Stock Grader system, which considers a longer-term outlook. The combined system picks out popular winners with lasting potential.

To demonstrate this system, Louis will team up with Andy and Landon Swan for a presentation they’re calling The Ultimate Stock Strategy event. In this talk on October 28 at 10 a.m. ET, they will cover how this system works… and give away two free stocks they’re buying now. (You can save your seat for that free event right here.)

Until then, I’ve been given permission (as usual) to reveal to InvestorPlace Digest readers three companies that both systems are already flagging…

The Dollar Store King

For those who avoid dollar stores, these cut-price retailers can all look (and sound) the same. Family Dollar… Dollar Tree… Dollarama… not to mention the hundreds of regional players with names like Dollar Castle, Dollar Dream, and Dollar Planet.

But one of these companies stands out with a Social Heat Score of 91.5:

Dollar General Corp. (DG).

America’s largest discount store chain has an astonishingly strong following, particularly among rural customers. Dollar General’s prices are extremely low, thanks to its scale of 20,000 stores, and it has become known as a go-to place for everything from groceries to exclusive lines of Dolly Parton kitchenware. According to data from Numerator, the average customer spends $522 annually at Dollar General — almost twice as much as they do at rival Dollar Tree Inc. (DLTR).

In addition, Dollar General has attracted high-income customers looking to save cash. During his most recent earnings call, CEO Todd Vasos noted that middle- and higher-income customers are trading down.

“It really shows, and what we see in our data is not only our existing customers, but those new customers coming in,” he said. “And those new customers coming in have a little extra money in their pocket to spend on nonconsumable categories.”

Even better, Dollar General’s fundamentals are rock solid. Operating margins sit at 4.2% — comparable to Walmart Inc.’s (WMT) 4.3% – and the average payback period for new stores is less than three years.

That’s turning Dollar General into a company too cheap to ignore. The company earns a top “A” grade under Louis’ Stock Grader, and investors shouldn’t be surprised if shares soon return to the $250 range they achieved just two years ago.

A Potential Turnaround Play

Advance Auto Parts Inc. (AAP) sits at the other end of the quality scale. The firm began falling behind its rivals in the 2000s, and its 2014 acquisitions of Carquest and Worldpac only made things worse. Operating margins fell to one-third of its two key rivals, and AAP is now on its third turnaround team since 2008.

However, there are signs that this latest group, led by CEO Shane O’Kelly, might have found the right formula. Since its 2023 debut, the team has overseen an uptick in operating earnings and a return to meaningful profitability. Analysts expect net income to rise 58% to $166 million next year and 48% to $246 million the next.

Much of this has to do with consumer perception, which is captured by Advance Auto Parts’ rising Heat Score. Its latest number comes in at 74 – comfortably within the 70-100 “Buy” zone. Indeed, the American Customer Satisfaction Index now ranks AAP solidly, rather than at the bottom of the pile.

That means shares of Advance Auto Parts are finally worth watching.

“In Q2, we… achieved an important milestone in our turnaround journey with the return to profitability,” O’Kelly noted in his most recent earnings call. “The pro business… continued to deliver positive comp growth. In our DIY business, we are encouraged by emerging signs of stabilization as comparable sales were consistent with Q1 and improved on a two-year basis.”

Valuations are also compelling after a 75% selloff that was compounded recently by the bankruptcy of First Brands, a supplier. Shares trade at just 14X 2027 (still depressed) earnings, and so a further uptick in analyst forecasts could launch shares from around $55 today into the $100 range.

In July, I recommended the relative safety of O’Reilly Automotive Inc. (ORLY) to ride the summer doldrums. Shares rose 10% through September. The Social Heat Score now suggests a more aggressive investment in Advance Auto Parts.

The ChatGPT Rival

Finally, if you asked someone, “Who makes the smartest chatbots?” most Americans would instantly say OpenAI, Grok, or Gemini.

But one firm now makes a large language model (LLM) that’s almost as good.

It’s not Meta Platforms Inc.’s (META) Llama…

Nor is it China’s DeepSeek…

Or France’s Mistral…

Instead, it’s Alibaba Group Holding Ltd.’s (BABA) Qwen3 – a model that’s just four months behind the best Western models. The model ranks fourth in “Humanity’s Last Exam” and is cheaper to run than Gemini 2.5 or Grok 4.

Wall Street analysts equally overlook BABA stock. The median price target by brokerages is just $177.50, a meager 3% upside from current prices.

That could soon change.

Over the past year, Alibaba has seen multiple waves of good news, including easing competition, rising profit margins, and major wins in tech innovation (including chatbots). Its cloud computing services now generate more profits than its legacy e-commerce segment, and its latest AI inferencing chips are now undergoing testing.

Unlike Huawei’s AI chips, Alibaba’s versions are compatible with Nvidia Corp.’s (NVDA) platform, making them far more attractive to Chinese customers seeking to diversify from U.S.-made hardware.

Institutional and retail investors are showing interest. Alibaba now scores an “A” in Louis’ Stock Grader, and an 86 Social Heat Score. And with shares trading at just 18X earnings, there should be plenty more room for this rising stock to run.

Knowing When to Buy… Knowing When to Sell

The wonderful thing about the Social Heat Score is that it can also tell when companies turn into “bear traps.” These are stocks that have gone down a lot… and then keep on going down.

In a recent report, Andy Swan goes into how his system helped steer investors away from Lululemon Athletica Inc. (LULU), a firm that has since declined another 10%.

When we pulled the data, we were expecting to find a potential rebound signal. Instead, we found evidence that LULU hasn’t reached its consumer bottom yet…

Main Street interest is shifting away from athleisure and toward denim…

The most viral apparel campaign right now isn’t leggings – it’s Sydney Sweeney’s Good Jeans for American Eagle Outfitters…

Consumers are flagging LULU for lower-than-expected quality, lack of innovation, and in some cases, store-related negatives like thefts or bizarre incidents (like twerking parties in stores)…

The Swans’ Social Heat Scores can also act as an early warning sign for previously popular firms, including Allbirds Inc. (BIRD), Celsius Holdings Inc. (CELH), and Starbucks Corp. (SBUX). These companies currently have Social Heat Scores of 20 or below, suggesting they’re not as hot as they once were.

So once again, I encourage you to sign up for their Ultimate Stock Strategy event on Tuesday, October 28 at 10 a.m., where they will share more details on how their combined system works.

Click here to sign up.

Until next week,

Thomas Yeung, CFA

Market Analyst, InvestorPlace

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.

The post Three Long-Term Stocks to Buy and Hold Forever… According to the Crowd appeared first on InvestorPlace.

We’re mid-leap right now. Stocks are moving faster, data is flowing wider, and the old playbook just doesn’t cut it anymore.

That’s why �������°�, one of the most accomplished quantitative investors in America, is teaming up with two forward-thinking analysts – Andy and Landon Swan – to introduce “The Ultimate Stock Strategy.”

It combines Louis’ proven Stock Grader model with cutting-edge online sentiment analytics, creating a system designed for this new market environment.

They’ll reveal how it works live on October 28 at 10 a.m. Eastern.

Read on for more on how this next-generation strategy came together – and how to use it to your advantage…

A lot has changed since I launched my first newsletter in 1980.

Back then, investing required patience – and paper.

If you wanted a stock quote, you unfolded The Wall Street Journal or squinted at the fine print in your local paper. To trade, you picked up your landline phone, called your broker, and paid up to $50 for him to execute your trade.

Then you waited for the confirmation slip to arrive in the mail.

There wasn’t much financial media, either. 

CNBC didn’t exist. If you were serious about the markets, you tuned in to Wall $treet Week With Louis Rukeyser on Friday night. Though most didn’t. Only about 1 in 10 Americans owned stocks.

No 24-hour news. No online brokers. No internet. Market data moved by fax, not fiber-optic cable.

Today, that world feels quaint… prehistoric, even.

Stock quotes now refresh by the second. Commissions have fallen from $50 to zero. You can trade anything from your phone before breakfast.

The Wall Street Journal and Barron’s still matter. But news now moves faster – and to more people – than ever before. Nearly the entire flow of market information has migrated online.

Think about it. A single post from President Donald Trump or Elon Musk can send entire markets soaring or plunging in seconds.

And an entirely new group of younger, highly online investors is making its presence felt. In 2021, a wave of Reddit traders sent GameStop Corp. (GME) up more than 1,700% in less than a month, forcing multibillion-dollar hedge funds to scramble to cover their short positions.

The point is: If you’re still investing the old way, you’re flying blind.

Because if you don’t know how to make sense of all that online chatter, someone else will. 

And it’s not always a Wall Street pro. It might be a college kid turning $500 into $80,000 by spotting viral sentiment before the crowd (this actually happened, by the way).

In short, there are powerful new sources of market intelligence out there – but many investors my age haven’t learned how to use them.

Those who do have a serious edge.

That’s why, on October 28 at 10 a.m. Eastern, I’ll reveal a major new use of my Stock Grader model… a fusion of my quantitative stock-picking method with powerful new online data. It’s a breakthrough designed to help you thrive in this new, faster market.

Over that time, Stock Grader and I have found 676 stocks that could have doubled your money or better – including 22 that went up more than 100-fold. 

But this new integration could lead to even more double- and triple-digit stock recommendations. 

More importantly, it could add zeroes to your net worth.

How AI Is Redefining Modern Investing

That’s not to say my “old world” strategy has lost its edge. It’s every bit as powerful as when I first developed it as a grad student in the 1970s.

With the help of a mainframe computer owned by Wells Fargo bank, I built a model portfolio designed to track the S&P 500 using just 320 stocks.

Only it didn’t just track the index – it beat it. 

According to the academic theory of the day, that wasn’t supposed to happen. So I dug deeper, ran the numbers, and found a pattern that changed the course of my career.

Some stocks, I discovered, move independently of the broader market. They have their own rhythm – their own signal. And when you isolate them early, they can deliver outsized returns.

Ever since, I’ve used this insight to build Stock Grader and other quantitative models that have powered some of the most successful investment advisories in America.

It’s helped me deliver returns most investors didn’t think possible – and do it consistently.

Not only have I had success with stock recommendations, but also my mutual funds and ETFs have been ranked #1 by Morningstar and The Wall Street Journal.

And from 1998 to 2024, my Growth Investor advisory service (previously called Blue Chip Growth) more than doubled the average annual return of the S&P 500.

The New York Times even called me an “icon among growth investors” for the impact my quantitative approach has had on Wall Street.

I’m humbled by all of that. But I don’t believe in sitting on my laurels. 

I’m always looking for the next “edge” in the market. 

And I think I found it… 

What comes next could be even more important – for every investor who still believes in adapting to win.

Turning Online Sentiment Into Profits

I won’t go into too much detail here. I’ll reveal everything during my October 28 event (click here to reserve your spot for that free broadcast).

What I can say is that this system was developed by two brilliant young investors whose investing approach has been studied by top academics at Georgetown University. 

They’ve figured out how to tap into a powerful new form of online data – the kind of information that moves markets long before earnings reports do. 

None of this existed when I got started. And unless you work for a hedge fund – or already subscribe to these young men’s research – I’m willing to bet you haven’t seen what this kind of edge can do for your returns.

Sure, you might have an account with some of these websites… Facebook… X… Reddit… YouTube… and so forth.

But even then, it’s next to impossible to know who to follow, or how to make sense of it all. 

Take two recent gains these young men made for their subscribers last month by tapping into this new source of information.

The first was Robinhood Markets Inc. (HOOD), which they sold from their model portfolio after a 557% profit in 17 months. They recommended this trade because they could read online sentiment before it showed up in the earnings reports.

The second was small nuclear reactor maker Oklo Inc. (OKLO). Last month, they sold it for a 461% gain just six months after they recommended it. Again, online sentiment tipped them off to this trade.

Now, here’s where things get really interesting…

When you combine this powerful source of online information with my Stock Grader system, the results are jaw-dropping.

AI-Powered Investing Results: 240 Potential Doubles in Five Years

We’re not just talking about a handful of lucky trades. 

In our backtesting, this strategy would have spotted more than 240 doubles gains over five years… for an average gain of 244%.

That’s why we’re calling it the Ultimate Stock Strategy. It combines my tried-and-tested Stock Grader system with their online sentiment signals.

To help you get started understanding how Ultimate Stock Strategy works, and what makes it so powerful, I’m granting sneak-peek access to my Stock Grader tool for the next few days.

By analyzing a stock’s financial strength and market momentum, Stock Grader can help you see which companies are worth your attention – and which aren’t.

Stock Grader normally costs $1,000 a year. But it’s yours free for a limited time as a thank-you for signing up for the event on October 28.

You can type in any ticker you’d like and instantly see how high – or how low – my system ranks it.

You’ll also get updates on the new Ultimate Stock Strategy that incorporates those online sentiment signals I mentioned…

We believe the same signals that recently led to a 6X windfall on HOOD and another 5X on OKLO, together with Stock Grader, could lead to at least one double-your-money winner by Christmas. 

We’ll reveal everything live on October 28 at 10 a.m. Eastern.

Here’s the link to get started.

The Editor hereby discloses that as of the date of this article, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth:

Robinhood Markets, Inc. (HOOD)

The post When the Rules Change, Only the Adaptable Win appeared first on InvestorPlace.

This week started not with a bang, but with an outage.

On Monday, Amazon Web Services (AWS), the cloud arm of Amazon.com Inc. (AMZN), suffered a worldwide outage, affecting more than 1,000 companies and millions of online users.

On top of Amazon’s own services getting hit, websites and apps like Canvas, Facebook, ClassPass, and Fortnite were impacted. Mobile payment services, like Venmo, and airlines, including Delta and United, also reported issues. The list goes on.

As for the financial impact, CNN estimates it will be in the billions.

This mishap tells us one thing for sure: Much of today’s digital economy runs on AWS, and that dependence makes them vulnerable

Likewise, investors overly concentrated in AI face the same kind of vulnerability.

The tech and AI sphere is only expanding, and there are, of course, still innovative, promising AI leaders out there.

But the safest way to navigate these kind of black-out moments in your portfolio is by staying diversified and investing in “AI Survivor” companies – or “outage-proof” stocks, some of which are even powering the AI Revolution itself.

So, in today’s Smart Money, I’ll explain why the recent AWS outage – and its ripple effects across countless companies – should be a wake-up call to investors.

Then, I’ll show how you can stay profitable, even if Big Tech’s power goes out.

Let’s dive in…

Familiar Volatility

The cause of Monday’s outage was officially described as a domain name system (DNS) error. Basically, DNS translates website URLs into numeric addresses, making it possible for websites and apps to load on devices connected to the internet.

This apparently common technical glitch, which occurred at one Northern Virginia facility, disrupted the days of millions of people.

This outage recalls the CrowdStrike Holdings Inc. (CRWD) outage from July 2024 – the largest IT failure in history. When millions of Windows systems went down, CrowdStrike’s stock plunged that day, opening 14% lower and closing down about 11%.

Amazon didn’t suffer the same fate. In fact, it ended this week in the green.

But this resilience may be temporary.

Major cloud outages like AWS’s will likely become more common, especially with the increasing complexity of cloud infrastructure and the massive expansion of AI services.

What’s more , Business Insider reported just last week that internal AWS documents reveal a “fundamental” shift in how startups are allocating their cloud budgets. Many are delaying traditional AWS adoption and “diverting spending toward AI models, inference, and AI developer tools.”

This shift is hurting AWS. The company was forced to raise prices on Nvidia Corp.’s (NVDA) Blackwell chips, which has frustrated customers.

In short, Amazon is showing some cracks, even beyond its power outage.

Surely, AI and tech aren’t going anywhere – but investors might find bigger opportunities beyond the familiar Big Tech names…

Stable Stocks

One of the best ways for investors to minimize their exposure to volatility in the unpredictable AI sphere is to focus on AI Survivor companies – stocks that feel little to no disruption from the digital world.

Last week, I told you to shift your attention toward utilities and miners instead of sticking to tech giants. The AWS outage only reinforces my thesis…

In the end, the market may reward not those who build the virtual world, but those who power it.

The AI Revolution will depend on the miners and power producers who turn electricity and metal into the blood and bones of artificial intelligence.

One of the biggest sources of power is aluminum. And demand is accelerating.

Every high-voltage line that feeds an AI data hub consumes one to two tons of aluminum per megawatt delivered. Each new stretch of long-distance transmission deepens the world’s appetite for this versatile metal. From 104 million tons of demand in 2024 to an estimated 120 million by 2030, global aluminum consumption is set to grow almost as relentlessly as copper’s.

The aluminum market appears to have caught the scent of this rising demand. Prices have climbed roughly 10% year to date, reaching a new three-year high – welcome news for a particular aluminum holding at Fry’s Investment Report. In fact, my aluminum play saw a 13% jump following the company’s third-quarter earnings report this week.

Beyond aluminum, even precious metals like silver and platinum feel the tailwind of AI-driven demand. Many hyperscalers power their facilities with solar installations, and so the solar industry’s demand for silver is soaring.

According to the Silver Institute, the solar industry’s annual silver demand soared more than 65% during the last two years and now consumes 197.6 million ounces – or about 24% of the annual mined silver supply.

Looking ahead, photovoltaic silver demand could jump another 35% over the next five years, putting another one of our portfolio holdings – already up 24% – in an even stronger position.

There’s more to investing in AI than just putting your money into software and GPUs – it also takes real resources: energy, infrastructure, and metals.

No one knows for certain how this AI race will play out, or what companies will face outages along the way. That’s why my Fry’s Investment Report portfolio includes select non-tech companies positioned to thrive no matter what unfolds.

Click here to learn more about the AI Survivors that will deliver steady, lasting returns

Regards,

�������°�

P.S. Next Tuesday, October 28, InvestorPlace’s �������°� is teaming up with two bright young analysts to reveal a new data-driven system that could pinpoint hundreds of potential doubles. They’re even giving away two “buy” picks and one “sell” recommendation to everyone who attends. Claim your spot here now.

The post Amazon’s Outage Wasn’t a Fluke — It Was a Warning appeared first on InvestorPlace.

According to the American Automobile Association, almost 80 million Americans will travel at least 50 miles during the upcoming Thanksgiving holiday.

Airlines for America, the trade association for the leading U.S. airlines, projects that more than 31 million passengers will fly on U.S. carriers over the same period – an all-time high.

Anyone who has traveled during Thanksgiving week knows what it’s like: standstill traffic, flight delays, and packed terminals.

Now picture this: The number of passengers triples – 240 million Americans travel that week, and 93 million by air – but the infrastructure stays the same.

Not one more mile of highway or one more runway. Not one more gas station or airplane terminal.

The system would buckle under the strain.

That’s the crunch we’re rushing into with AI, according to tech investing expert Luke Lango.

But there is a key difference with the AI megatrend.

The infrastructure demand isn’t tripling; it’s increasing by as much as 10 times! And right now, the infrastructure needed to meet that demand doesn’t exist.

That equals an enormous opportunity for investors that I will share today…

The Approaching AI Gap

On Wednesday, Luke shared a chart from Morgan Stanley Research in his Hypergrowth Investing e-letter that shows the U.S. power needed (in blue) versus the potential shortfall (in red).

To Luke, the conclusion was simple.

In plain English: the AI Boom is about to slam into a wall of physics.

Morgan Stanley estimates that between 2025 and 2028, U.S. data centers will need an additional 57 gigawatts of power. That’s like adding the electricity consumption of dozens of major cities … in just three years.

But right now, there are only 6 GW currently under construction…

The grid can cough up maybe 15 GW in spare capacity … that leaves a 36 GW shortfall … a gaping red hole on the chart.

We’re calling it “The Crunch” — the moment when AI ambitions outstrip the energy supply needed to fuel them.

And it could spark the most promising AI investment opportunities of the next five years.

Everyone’s been obsessing over GPUs, semiconductors, and whether Nvidia can keep shipping trillions of transistors. But this chart tells us that the real bottleneck isn’t chips … it’s gigawatts.

No electricity, no AI. Period.

Luke says part of the answer to this crunch is small modular reactors (SMRs). Although less powerful than big nuclear power plants, they can be developed quickly. An SMR can be deployed in two to five years, versus the 10- to 15-year project of a nuclear power plant.

The market seems to agree with Luke.

In August, he recommended Oklo Inc. (OKLO) stock as the purest of the small reactor plays to his Innovation Investor subscribers. Since then, the stock is up almost 60%.

Here is how he described the opportunity:

The biggest bottleneck for AI expansion isn’t chips — it’s electricity. Data centers need round-the-clock, stable power that intermittent renewables can’t guarantee alone. Microreactors placed close to hyperscalers reduce transmission losses and boost resilience, while also helping companies hit carbon-reduction targets. If Oklo can scale production, its reactors could become a foundational enabler of future compute growth.

If we’re going to meet AI’s potential, we’ll need the extra power. That’s why CEOs like OpenAI’s Sam Altman are throwing their weight behind SMRs such as Oklo.

Altman was Oklo’s board chair until April, when he stepped down to avoid the appearance of a conflict of interest and to allow the company to pursue partnerships with companies like OpenAI.

Earlier this week, Oklo announced that it and Newcleo will co-establish advanced nuclear fuel production in the U.S., with up to $2 billion in committed investment. Securing a domestic supply of fuel is key to scaling SMR deployment.

Currently selling for around $135, OKLO stock is still below Luke’s $175 buy limit in Innovation Investor.

Luke has been spot-on with his bullish AI calls for the last two years and sees an asymmetric upside where quantum meets robotics right now.

Tesla Inc.’s (TSLA) Optimus may grab headlines, but the hidden winners are the suppliers delivering the brains and muscles of this new workforce.

Click here to learn how he is covering this in Innovation Investor.

�������°�’s Latest Innovation

The 60% gain for Oklo in two months is something we’re seeing routinely in this market.

Stocks are moving faster than ever. That’s why investing legend �������°� started working with two young investors to combine his quantitative stock-picking methodology with their powerful new online sentiment data.

The stock market has changed more in the past few years than in several decades. A new generation of data and speed is reshaping how stocks move.

If you want to stay ahead, you need to be one of the investors who adapt to this shift.

When Louis launched his first newsletter in 1980, investing was slow, manual, and expensive. I’m old enough to remember when stock quotes came from newspapers. Trades cost $50, and you had to call your broker to place one.

Only 1 in 10 Americans even owned stocks. And giant media companies like CNBC didn’t exist.

Now, it’s difficult to imagine that trading was so slow.

Today, stock quotes refresh every second, trades are free, and anyone can invest from a smartphone anywhere. Meanwhile, a single post from Elon Musk or Donald Trump can send markets soaring or crashing within moments.

Unfortunately, many investors haven’t changed how they invest, which can be costly.

Traditional analysis still matters. Louis’ continued success in the markets testifies to that.

But so much market sentiment now takes shape online – across Reddit, X, YouTube, and countless other platforms – and it can move prices long before Wall Street reacts.

As one of the original fathers of quant investing, Louis has spent more than four decades building systems to capture market edges before they become obvious.

His quantitative Stock Grader system has identified 676 stocks that could have doubled investors’ money, including 22 that went up 100-fold.

So, when he sees the market entering a new phase, he’s ready to help investors adapt. That’s why he’s fusing his proven Stock Grader model with a new kind of data—online sentiment signals developed by two young investors whose work has been studied by Georgetown University. Their models have helped identify trades like a 557% gain in Robinhood Markets Inc. (HOOD) by reading digital sentiment before it showed up in earnings.

(Disclosure – I own Robinhood.)

When combined with Navellier’s system, the backtested results are striking: 240 double-your-money gains in five years, with an average return of 244%.

This fusion of quantitative rigor and real-time sentiment forms what Louis calls the “Ultimate Stock Strategy” — a breakthrough designed for investors ready to adapt to a faster, more data-driven market.

He’ll explain everything about the Ultimate Stock Strategy – absolutely free – on Tuesday, October 28, at 10 a.m. ET.

Click here to reserve your place now!

Enjoy your weekend,

Luis Hernandez

Editor in Chief, InvestorPlace

The post The Single Most Important AI Chart of the Decade appeared first on InvestorPlace.

First, the altimeter blinks out. Then, your attitude indicator goes. Airspeed, too.

The city lights are far below. The runway’s out there – you just can’t see it.

You steady your hands on the controls. Everything’s up to you now – dead reckoning.

Every minor adjustment matters now – too high, you stall; too low, you crash.

There’s no room for error.

That’s the Federal Reserve right now.

For months, officials have been trying to guide the U.S. economy to a “soft landing.” However, with the government shutdown delaying key reports like the Producer Price Index (PPI) and U.S. retail sales, and questions about how reliable the remaining data really is, the Fed is effectively flying blind.

Friday’s Consumer Price Index (CPI) report is one of the only working indicators left in the cockpit. How the Fed interprets it could determine whether this soft landing sticks… or turns into something rougher.

The Fed’s first key interest rate cut at the September meeting was a good start – a gentle nudge on the controls. But the question now is whether it will stay on course or pull up too sharply at the first sign of turbulence.

In today’s Market 360, we’ll break down what the latest CPI numbers reveal, why this means the Fed needs to cut key interest rates next week… and why earnings season remains the key to big profits. Plus, I’ll share where you can find fundamentally superior stocks that are poised to profit this earnings season.

CPI on the Radar

After weeks of flying blind, the Fed finally has a signal on the screen in the form of yesterday morning’s CPI report.

Normally, a government report like this would have been delayed along with the other reports. However, because Social Security’s cost-of-living adjustments depend on the CPI, the Bureau of Labor Statistics released it on schedule.

It showed that consumer prices rose 0.3% in September and 3.0% over the past year. Economists were looking for 0.4% and 3.1%, respectively. Core CPI, which strips out food and energy, climbed 0.2% on the month and 3.0% year over year. Economists were expecting 0.3% and 3.1%, respectively.

Breaking down the numbers, the best news in this report came from housing.

Owners’ equivalent rent (OER), which measures what homeowners would pay if they rented their own homes, rose just 0.1% in September, its smallest gain since January 2021. Overall shelter costs climbed only 0.2%, down from 0.4% in August.

This is important because housing costs have consistently been the single biggest contributor to inflation.

Additionally, a 4.1% jump in gasoline prices was the biggest contributor to the month’s increase, even as most other categories were well-behaved.

Food prices rose just 0.2% and were up 3.1% year over year. Meanwhile, energy costs were up 2.8% overall, driven by higher electricity and natural gas prices, though gasoline was down 0.5% from a year ago. Vehicle prices remained mixed as new cars gained 0.8%, but used vehicles slipped 0.4%.

Overall, the data confirms what the market has already been signaling: Inflation is fizzling. It’s time to turn our attention to the labor market and cut rates.  

After delaying for months, the Fed made its first rate cut last month. But the bond market is already charting the course ahead. As of this writing, the two-year Treasury yield has slipped to about 3.5% and the 10-year Treasury yield hung around 4%, below the upper range of the current federal funds rate of 4.00% to 4.25%. This shows that investors expect more easing ahead.

I’m in the same camp. The reality is the Fed doesn’t fight market rates. When yields move, the Fed eventually follows. The market’s already telling them what comes next – it’s just a matter of how long it takes them to listen. I believe they’re listening now, which is why I expect the Fed to cut key interest rates at next week’s October Federal Open Market Committee (FOMC) meeting.

Earnings Keep Us Aloft

While Friday’s CPI reading gave the market a nice boost, I look for third-quarter earnings to help power the market higher, too.

Through Friday, according to FactSet, 29% of stocks in the S&P 500 had released quarterly results. Of those, 87% have reported positive earnings surprises. So far, earnings for S&P 500 companies are expected to increase 9.2% year-over-year, along with an average 7.4% earnings surprise.

When companies with superior fundamentals beat expectations, their stocks take off – and that’s exactly what we’re seeing right now.

Case in point: Comfort Systems USA, Inc. (FIX), one of my AI data center stocks in Growth Investor.

Comfort Systems makes cooling systems and electrical products for commercial and industrial buildings. Thanks to “unprecedented demand” for the company’s services, third-quarter earnings surged 99.5% year-over-year, along with a 31.2% earnings surprise.

The stock soared nearly 20% higher on Friday morning following its earnings announcement on Thursday afternoon, bringing our total gain to about 210% since I added it to my  Growth Investor Buy List back in March 2024.

This is what my Growth Investor service is built for: Identifying fundamentally superior companies that are steadily growing their sales and earnings.

Right now, my Growth Investor Buy List is characterized by 25.3% average annual sales growth and 85.5% average annual earnings growth – the kind of numbers that help investors stay confidently on course even when markets get choppy.

As Wall Street hangs on every policy headline for direction, remember this: Earnings remain the true measure of strength, and right now, they’re what’s keeping this market aloft.

So, if you want to stay on the right flight path and ride the companies delivering real results, I invite you to join Growth Investor today.

(Already a Growth Investor subscriber? Click here to log in to the members-only website.)

Sincerely,

�������°�

Editor, Market 360

The Editor hereby discloses that as of the date of this email, the Editor, directly or indirectly, owns the following securities that are the subject of the commentary, analysis, opinions, advice, or recommendations in, or which are otherwise mentioned in, the essay set forth below:

Comfort Systems USA, Inc. (FIX)

P.S. Next Tuesday, October 28, I’m teaming up with two bright young analysts to reveal a new data-driven system that could pinpoint hundreds of potential doubles. We’re even giving away two “buy” picks and one “sell” recommendation to everyone who attends. Claim your spot here now.

The post The CPI Takes Control – What It Means for the Fed’s Flight Plan appeared first on InvestorPlace.

That warning launched the original Manhattan Project. It was one of history’s most ambitious government–industry collaborations, mobilizing America’s greatest minds and vast resources to build the first nuclear weapon.

Today, something eerily similar is happening – only now, instead of splitting atoms, the mission is to unleash intelligence itself.

Last week, the Department of Energy (DOE) issued a formal request for proposals (RFP) to develop AI data centers and energy-generation infrastructure on the grounds of Oak Ridge National Laboratory in Tennessee.

Washington is moving quickly to stay ahead of this powerful megatrend.

Just like in 1942, government and industry are joining forces once again – this time, to build the world’s most powerful thinking machines.

And now, after that RFP, it looks like a chunk of that new project will be built on the grounds of Oak Ridge National Laboratory – home to several crucial original Manhattan Project facilities.

Federal action – from the $500 billion Stargate project announced in January to the federal government acquiring equity stakes in companies involved in rare earth minerals vital for artificial intelligence (AI) – is unleashing an unprecedented wave of private investment as well.

The world’s largest, most powerful companies are pouring hundreds of billions of dollars per year into this space to cement their AI leadership. Take a look at just a few recent developments: 

• Analysts expect Meta (META) will spend $40 billion to $45 billion in capital expenditures (capex) this year, with AI infrastructure being the biggest driver. 
• Microsoft‘s (MSFT) annual capex has nearly doubled since the pandemic, topping $50 billion, and guidance suggests it could push higher as AI cloud demand accelerates.
• Alphabet (GOOGL) has boosted annual spending from roughly $25 billion in 2021 to more than $50 billion in 2025, with a majority directed at AI compute and data centers.
• Consensus estimates peg Amazon‘s (AMZN) AWS-related capex above $70 billion this year.

This spending boom is massive.

And according to Bank of America‘s (BAC) latest numbers, it’s only getting bigger – and so are the investment opportunities.

Let’s take a look at some of those…

AI Infrastructure Spending Set to Hit $1 Trillion by 2028

Once in a generation, Wall Street is gifted a megatrend so massive, undeniable, and lucrative that investors simply cannot afford to sit on the sidelines. 

The Industrial Revolution, electrification, the automobile, computing, the internet and mobile booms…

And now artificial intelligence – a technological force so powerful it’s sparking what we’re calling “The New Manhattan Project.” 

In 2022, the global data center market was valued at about $275 billion. By 2024, it reached $406 billion. Here in 2025, it’s cracked $506 billion.

That is almost 2X growth in three years… 

But that’s just the start. Fast forward to 2028, when total AI infrastructure spending is expected to hit nearly $940 billion… up nearly another 2X in three years to almost a trillion dollars.

The Department of Energy’s Oak Ridge initiative marks the first time a federal agency has explicitly tied national lab resources to commercial AI computing. The plan calls for new AI-optimized data centers and on-site power generation, signaling that the AI buildout is becoming strategic infrastructure at the national level.

To put that in context, the entire U.S. Interstate Highway System – one of the greatest infrastructure projects in our history – cost about half a trillion dollars in today’s money and took 35 years to build.

AI infrastructure will double that spend in less than half the time, making it the largest concentrated infrastructure buildout in history. And unlike roads or bridges, it’s being driven by a handful of hyperscalers – Microsoft, Amazon, Google, Meta, Tesla (TSLA) – all racing against each other in the biggest technological arms race we’ve ever seen.

Why the AI Capex Boom Is Just Getting Started

This “AI Bazooka” in spending isn’t losing steam. It’s reloading and firing faster.

Why?

This is why the bazooka won’t stop firing. In fact, the deeper into the 2020s we go, the more violent the blast becomes.

The Winners Behind AI’s Massive Infrastructure Buildout

Everyone knows about Nvidia (NVDA), �������°� (�������°�), and the GPU titans. But the truth is the bazooka blast is much wider.

A data center is a living ecosystem, not just racks of GPUs. It involves:

• Power distribution – Schneider Electric, ABB, Eaton (ETN), Siemens, Vertiv (VRT)
• Backup generators – Generac (GNRC), Caterpillar (CAT), Rolls Royce, EnerSys (ENS)
• Cooling systems – Vertiv, Trane (TT), Carrier (CARR), Modine (MOD), Munters, Asetek
• Server cabinets & racks – Supermicro (SMCI), Dell (DELL), Hewlett Packard (HPE), IBM (IBM), Legrand
• Automation & monitoring – Schneider, Cisco (CSCO), ABB, Legrand
• Security & fire protection – Cisco, Fortinet (FTNT), Palo Alto (PANW), Siemens, Bosch

These are the companies in the AI Bazooka’s direct line of fire.

Every time Microsoft orders more GPUs, all of these companies benefit. Someone has to assemble the server cabinets, wire the electricity, cool the racks, provide the power, and secure the building.

In other words, this boom is not just Nvidia’s to win. It’s a rising tide lifting a whole constellation of infrastructure stocks.

BofA’s cost-per-megawatt breakdown tells the story. For every megawatt of IT capacity, $25 million flows to servers, $4.3 million juices networking, $1.9 million rolls into storage.

But then look at infrastructure:

• Switchgear, chillers, cooling towers, uninterruptible power supply (UPS) systems, generators, computer room air handlers (CRAHs), coolant distribution units (CDUs)… it adds up to another $4- to $5 million per megawatt.

That’s tens of billions of dollars of orders every year for industrials, utilities, and hardware specialists.

It means this isn’t just a “chip boom.” It’s an electrical boom, a cooling boom, a power boom.

The Largest Infrastructure Cycle in History, Driven by AI

The Interstate Highway System transformed mobility. The railroad boom transformed commerce. And the internet boom transformed communication.

Now the AI revolution is transforming intelligence itself – and doing so at a speed and scale that eclipses every prior infrastructure cycle.

It took half a century to lay the railroads. It may take just five years to build the foundations of the AI economy.

And the playbook is simple:

The AI Infrastructure Megatrend: How to Invest in the Next Supercycle

We are living through the fastest, largest, most capital-intensive infrastructure cycle the world has ever seen.

The New Manhattan Project is growing, and the companies in its “blast radius” will keep winning.

From Oak Ridge — where the first Manhattan Project once reshaped the 20th century — to every new data center rising today, history is repeating itself in silicon and steel.

That’s why the only mistake right now is not being invested.

As long as the New Manhattan Project continues, AI infrastructure stocks deserve a place in your portfolio.

But today’s AI bazooka isn’t just aimed at data centers… 

It’s about to fire into humanoid robotics, with Tesla’s Optimus leading the charge. Morgan Stanley estimates this market could be worth trillions. But the biggest windfall won’t come from Tesla; it’ll come from the small, little-known suppliers making the actuators, sensors, and semiconductors that bring these machines to life.

If you want to be in front of the blast wave – not behind it – now’s the time to see which names are in the crosshairs.

Click here to see my full briefing before the AI Bazooka fires again.

The post History’s Largest Infrastructure Cycle Has Begun appeared first on InvestorPlace.