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AI Prices Just Fell 280-Fold ā Now What?
The next Peter Thiel moment is hereā¦ AI’s price crash is rewriting the rulesā¦ tracking the usage/price āescalatorāā¦ a āreal worldā stock list that benefits…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
Before Luke Lango Recommends Any Private Company, It Has to Pass This Test
In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…
Appleās Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
A New Reality for the AI Trade
Microsoft eases AI fearsā¦ the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
Microsoft Has the AI Backlog, But This Company Has the Returns
Letās take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, Iāll share one company that is already…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
āWhereās the Beefā in This AI Earnings Boom?
When earnings season rolls around, itās my job to look past the distractions and answer one simple question: āWhereās the beef?ā
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next ā and which young companies are building technologies the Big Tech giants may…
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. Thatās why I asked my colleague Luke Lango…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
The AI Boomās Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesdayās capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
The Fed Holds ā But Is a September Hike a Lock?
The Fed holds rates steadyā¦ Warsh puts on a masterclass in saying nothingā¦ why AI might keep a rate hike at bayā¦ two more hyperscalers…
Luke Lango and ¶¶Ņõ×īŠĀ°ę Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
The $3 Trillion AI Stock I’d Dump Right Now ā and What to Buy Instead
In today’s Smart Money, Iād like to explain why, despite Amazonās earnings beat, Iām not changing my āSellā rating on the company ā and why…
Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In todayās Smart Money, weāll look at why Chinaās latest development has rattled the semiconductor sector and what it means for investors. Weāll look beyond…
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawkā¦ the ADP jobs report comes in softā¦ the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
5 Takeover Targets for the AI Revolution
To show you why timing matters in the market, Iāll walk you through five companies that look ripe to be bought. AI is redefining tech,…
Big Techās Tab Is Running Up ā But Who Is Profiting?
In todayās Market 360, Iāll examine the enormous AI tabs being run up by four of the worldās biggest technology companies and show you which…
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