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How to Keep Overconfidence From Getting in the Way of Profits
If we donāt rein it in, our own psychology can be responsible for many of our worst investing blunders…
Slower AI Models Could Mean Faster Growth Somewhere Else
AI safety is becoming an infrastructure market as agents and robots need guardrails, monitoring, testing, and reliable workflows.
AI Stocks Just Hit a Speed Bump, so Hereās Where Luke Is Looking Next
In this Friday Digest takeover, our technology expert, Luke Lango, makes an important distinction. Building tomorrow’s AI is only one side of the boom. The…
AIās Next Big Opportunity Is Right in Front of You
Agilityās Digit 5 shows why safety, reliability, and easier training could determine which humanoid robots reach commercial scale.
The One Question That Decides the AI Trade
The AI trade ā the engine under this entire bull market ā rests on one thing: the torrent of spending from a handful of hyperscalers.
The Fed Just Revealed Something Big ¶¶Ņõ×īŠĀ°ę the AI Boom
We’ll look at a less obvious point Fed Chair Warsh raised about the spending behind the AI buildout and where you should be focused in…
The AI Race Is Getting Harder to Predict, and That’s the Opportunity
AIās biggest opportunity may not be in predicting what comes next, but in owning the companies that can survive whatever comes next.
One Hike Down. How Many to Go?
The Fed fires the starting gunā¦ one move or the first of many?ā¦ why this cycle isn’t 2004ā¦ how to position your portfolio regardless of…
If the Race for Smarter AI Slows, This May Be the Next Wave of Profits
Luke Lango thinks investors may be overlooking an important part of the current AI story: Even if the industry takes longer to develop tomorrowās AI,…
Space Is Becoming a Battlefield ā and a Business
Space stocks are gaining real revenue as defense, satellite internet, orbital AI, and launch spending accelerate across the space economy.
Are Chinese Bots Driving the AI Panic?
A bot farm 200,000 strong… the fear campaign Louis says to tune out… why tomorrow’s rate hike isn’t the bull-killer it looks like… and last…
Why You Shouldnāt Worry ¶¶Ņõ×īŠĀ°ę the Latest AI Panic
Before we let one viral narrative dictate what we do with our money, I think investors need to ask a very old question: Who benefits?
What Dario Amodeiās ‘Oppenheimer Moment’ Means for AI Stocks
Would slowing the development of the most powerful AI models also slow the demand for the chips, electricity, and data centers that run them?
The AI Trade Slams on the Brakes
A 27-year-old’s viral warning… AI CEOs agree about slowing down… why Wall Street is selling… and the contrarian case that a slowdown could extend the…
Intel Upgraded, CVS Health 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…
Follow Elon Muskās Billions to the Companies Getting Paid
More than a century ago, the Panama Canal couldn’t be built with money and ambition alone. John Frank Stevens needed the people, equipment, transportation, and…
What Nvidia Told Us ¶¶Ņõ×īŠĀ°ę the Next Big AI Bottleneck
Nvidiaās latest earnings reveal where the next AI bottleneck is forming ā and why AI bottleneck stocks could become the marketās next major winners.
Missed Out on the AI Revolution? Hereās 1 More Stock to Buy
No conglomerate builds data, compute, connectivity, and robot businesses by itself. Not even Elon Muskās empire.
Humanoids’ First Mass Market: The Night Shift America Can’t Staff
Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.
Before Elon Musk Builds a Million Robots, Follow the Money
Although I donāt recommend Tesla Corp. (TSLA), I am interested in what happens if Elon Musk actually builds millions of humanoid robots. My colleague Luke…
The Fedās No-Win Decision Next Week
Thereās an important distinction between a rate hike and a new rate-hiking cycle. Thatās the point I wouldnāt lose sight of next week. Our experts…
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