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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…
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
The Mag 7 committed $725B to AI capex with no peak in sight. Here are the downstream AI stocks positioned to catch the windfall.
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…
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,…
How to Approach the Market During the āFog of Warā
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchmanās Pulitzer Prize-winning book,Ā āThe Guns of…
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,…
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.
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¦
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…
Missed the Mag 7 Gains? Hereās Your Second Chance
The first wave of AI gains went to the Mag 7, but the next opportunity may be forming in a very different part of the…
This Is How the AI Boom Ends
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
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…
The AI Shopping Shift Separating Retail Winners From Losers
Today, Iād like to detail a perhaps unexpected winner of the AI Revolution. Itās a cyclical sector that investors often hate for its unpredictable returns…
3 Stocks to Sell Before May 19
If history is any guide, the marketās first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
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