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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 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…
Three AI Stocks Surging As the Market Meanders
The media likes to trade on bear market fears. But bear talk this year has probably scared a lot of investors into missing the bull…
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPECā¦ what will it mean for volatility?ā¦ POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenuesā¦ will it…
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¦…
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?
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
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…
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.
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where heās looking nowā¦ the electricity grid that can’t keep up… how Brian Hunt is investingā¦ Nvidia’s quantum…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
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…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile ā but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
Copperās Mixed Signals Are Your Next Big Opportunity
Letās make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
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.
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…
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…
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…
The āPowell Eraā Ends with a Divided Fed
Powell’s final actā¦ more of the āwait and seeā approachā¦ the Warsh Fed takes shape ā¦ why the balance sheet matters more than the interest…
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You ¶¶Ņõ×īŠĀ°ę
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
3 Stocks to Buy Immediately, According to AI
Over the past year, youāve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
Gold or Silver ā Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibriumā¦ Luke’s case for a silver melt-upā¦ Eric’s case for goldā¦ the fiscal disorder fueling the longer-term betā¦ so, which…
Hereās How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
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