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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.
Silicon Valley Is Hunting for Its Next $1 Billion Bargain
Spark Capitalās Anthropic bet shows why AI acquisition targets may create the next wave of outsized investment returns.
The Physical AI Proof Points Are Suddenly Everywhere
Physical AI has crossed from hype to product. Six supply chain layers ā edge silicon to connectivity ā and the stocks at every level.
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, itās considered one of the most successful…
How to Get in Position Before the Next AI Megadeal
In todayās Friday Digest takeover, Luke explains why Silicon Valleyās biggest AI players may soon find it faster to buy innovation than build it themselves…
The Next Great AI Fortune Could Begin Before Wall Street Sees It
For todayās Smart Money, I invited Luke to track where Silicon Valley’s biggest AI labs are pouring their money, and he makes the case that…
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,…
How to Get Ahead of the Next AI Megadeal
I want to discuss the incredible shift weāve seen in private-company valuations in recent years ā and how the AI Revolution is accelerating this shift.
An AI Just Hacked a Company on Its Own
A Prisoner’s Dilemma with a Chinese accentā¦ another Messy Middle storyā¦ OpenAI’s AI hacks Hugging Faceā¦ reader feedback about yesterdayās Digest
AI Investors Must Keep This Threat in Mind
A governor’s data-center about-faceā¦ welcome to the āMessy Middleāā¦ a sixth Prisoner’s Dilemma?ā¦ Luke’s 2028 countdown and how weāll track it
How to Stop Chasing the Wrong Stocks at the Wrong Time
In todayās essay, ¶¶Ņõ×īŠĀ°ę explains why he believes the better approach is to look beyond recent price action and instead focus on where institutional…
The Wrong Way to Predict the Next Big Stock Move
Let’s talk about how Recency Bias can blind investors to the next big market move…
The Iranian Ceasefire Collapses: What Happens Now?
The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buyā¦ a contrarian 14%…
Is AI Cracking ā or ¶¶Ņõ×īŠĀ°ę to Break Out?
As I write on Monday morning, AI stocks are jumping, a welcome change from last weekās selling pressure. Still, AI has felt different recently.
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
The $2 Trillion Question Nobody’s Asking ¶¶Ņõ×īŠĀ°ę the SpaceX IPO
Does an IPO like SpaceX actually serve retail traders? Today, I want to answer that question ā and show you where the real opportunities are…
How to Beat Wall Streetās Manic Crowd
In todayās Market 360, Iāll explain Crowd-Seeking Bias, how it works and how you can neutralize its negative effects. Then, Iāll show you how my…
3 Stocks to Buy for the AI Convergence
¶¶Ņõ×īŠĀ°ę has created a stock grading system that balances āfollow-the-moneyā scores against a companyās real fundamentals.
How to Spot Market Winners Early
While too many investors spend their time chasing yesterday’s winners, Marc believes the biggest fortunes of the next decade will be made in companies most…
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?Ā
For this SundayĀ Digest,Ā IādĀ like to leave it to ¶¶Ņõ×īŠĀ°ę to explain why he has his eye set on a new potential ten-bagger, and why this…
News Corp. Tanks as Sweet Kandi Flies
Midday trading high in News Corp. (NASDAQ: NWS), Warner Music Group (NYSE: WMG), Arch Chemicals (NYSE: ARJ).
Big Potential for IRA Investors in SouthernSun Fund
This SouthernSun aggressive growth play has provided stunning returns lately for IRA and 401(k) mutual fund investors.
Financial Stock Hits New Low on European Debt Fears
Financial stock Barclays NYSE:BCS hit a new 52 week low as stocks suffered under euro zone debt fears in Greece as well as new Europe…
Warsh’s First Move ā And the Test That’s Just Getting Started
The FOMC decision is in ā¦ what Warsh signaled ā¦ why the market’s inflation relief may be premature ā¦ the curveball every new Fed chair…
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