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The Biggest Mistake AI Investors Could Make This Summer
in this piece, ¶¶Ņõ×īŠĀ°ę explains why this AI boom reminds him so much of the late 90sā¦ and why the smartest move today is…
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die ā and what it signals for…
Is Broadcom the First Crack in the AI Bull Market?
AVGO rattles Wall Streetā¦ Alphabetās $80 billion proof pointā¦ AI just entered your brokerage accountā¦ why the smart money is betting $50 billion on the…
The Biggest Mistake AI Investors Could Make This Summer
I want to show you why this AI boom reminds me so much of the late 1990sā¦ why I believe some AI stocks could be…
This Market Looks Like 1999, and That Should Make You Pay Attention
I invited Louis here today to explain what he’s seeing in the market that reminds him of 1999 ā and why he’s teaming up with…
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real ā but history says the final bull leg may be the most explosive. Here’s…
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market ā¦ which one is correct?ā¦ what earnings are actually doingā¦ the one variable to watch to protect your…
SoftBank Calls AI 50x Bigger Than Dot-Com ā Here’s Who Actually Profits
To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…
The Pentagon Is Betting $200 Billion on These Companies
In today’s essay, Iām breaking down exactly where I see the next opportunities emerging in drone stocks ā and how weāve used one system Iāve…
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
These Breakouts Are Coming
Silver coils for a breakoutā¦ the Ferrari/Honda math behind the drone boomā¦ why Yardeni says FEMO beats FOMOā¦
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing Iāve learned…
Dell Upgraded, Costco Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And todayās blog post should be a great place to…
IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight
On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA ā but the cleanest win may already be collecting royalties.
The $3 Trillion IPO Trap
Iran stops negotiationsā¦ how high could oil go?… Jonathan Rose’s three IPO red flagsā¦ Elizabeth Warren pushes AI taxes and higher capital gains taxesā¦ the…
When the Market Panics, These Traders Get Rich ā Hereās Howā¦
If some random person at dinner told me he was pulling triple-digit gains from the market in days or weeks, Iād probably raise an eyebrow…
3 Stocks That Could Benefit Before the SpaceX IPO Even Happens
Today, Jonathan will explain the āfamilyā of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
Missed AmerescoĀ Last Week? This AI Power Stock Could Still Have 50% Upside
The pick I featured here in the SundayĀ DigestĀ hasĀ alreadyĀ risen 10%, bringing its one-month return to 18%.
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
The Chip That Lifted a Nation ā and What It Means for Your Portfolio
This week, Taiwan beat out India to become the fifth-largest stock market in the world, driven by demand for AI chips. This is a āsymbolic…
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