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When āAIā Became the New āDot Comā
The dot-com playbook is back… AI’s gains are going to fewer companies than you think… how to trade when narratives mislead… tomorrowās AI Signals Trading…
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And thatās just this year. Thatās why all eyes have been glued to the…
Bespoke Co-Founder Reveals His āTriple Playā Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure Iām not dreaming. To explain…
Tesla Vs. Vertiv ā Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday ā and in doing so, revealed exactly where investors are still getting AI…
The Market Isnāt Random ā Itās Patterned
In todayās Friday Digest takeover, Keith Kaplan, CEO of our corporate affiliate TradeSmith, makes the case that markets behave less like randomness, and more like…
The Market Is at Highsā¦ but the Returns May Not Be
The S&P is back in record territoryā¦ are all the risks gone?… what one valuation metric says about forward returnsā¦ how to remain in the…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply ā¦ AWS logs its fastest growth in four years ā¦ Meta beats but pulls back 10% ā¦ and…
The Software Crash Thatās Creating the Next 1,000% Winners
Mythos isnāt just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructionsā¦ to…
The AI Nobody’s Talking ¶¶Ņõ×īŠĀ°ę Is Already Picking Winners
To understand why Mythos matters, you need to understand whatās been building underneath it. A new kind of AI that doesnāt just respond to promptsā¦…
Donāt Buy the Railroads. Buy the Campbellās.
In this issue, weāll show you exactly how a market shift is already beginning to play out ā including one under-the-radar AI āapplierā weāre giving…
The Real Winners of the AI Boom Aren’t Who You Think
AI stocks are entering a new phase. History shows the biggest winners won’t be builders but companies applying AI to boost profits.
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
We’re Not Done With AI ā We’re Playing It Differently
The shift away from tech at the height of its dominance is a profitable one that weāve seen play out before. In todayās Smart Money,…
What This Week’s Earnings Really Tell Us ¶¶Ņõ×īŠĀ°ę AI
Iran talks stall and oil climbsā¦ the real question inside Big Tech earningsā¦ why the Mythos breach changes thingsā¦ and what it means for your…
Todayās AI Giants Could Be Tomorrowās Disappointments
Will todayās AI builders ultimately follow the path set for themā¦ while a new class of āAI Appliersā quietly captures the real upside?
Why the Biggest AI Winners May Not Be AI Companies
¶¶Ņõ×īŠĀ°ę will explain how AI’s latest shift is already beginning to play out ā including one under-the-radar āapplierā weāre giving you free todayā¦
Donāt Let These 3 AI Investing Mistakes Destroy Your Gains
Market shifts tend to trigger three common mistakes every time a breakthrough technology emerges. Millions of portfolios will suffer losses because of them. Iāll break…
Palantirās Biggest Rival Revealed
In this weekās Navellier Market Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.ās (PLTR) biggest rival,…
Weāve Seen This “Pivot” Before ā Now Itās Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Letās look at why āif you canāt beat…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply canāt see. Today, Keith Kaplan takes that…
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Streetās smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
Humans Canāt Spot These Stock Market Signals ā But AI Can
Every investing edge begins the same way: with the ability to see what others miss. History is full of moments when the right insight was…
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors canāt ignore.
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