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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…
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…
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
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.
Follow the Smoothie, Not the Beer
Gen Z wellness spending is shifting dollars from bars and beer to fitness, recovery, and functional drinks ā creating a new stock trade.
Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.
For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…
Why You Should Use the EV Playbook to Find AI Winners
In todayās Smart Money, letās take a look at why AI could become China’s next EV export story. Then, Iāll share why the biggest investment…
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…
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 investing lesson hidden in Taylor Swift’s wedding
There are few fan bases as passionate as Taylor Swift’s. So, when she recently married Travis Kelce at Madison Square Garden in New York, it…
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
If You Missed Micron, Try This Instead
Keith’s going deeper on all of this at his free Breakthrough 2026 event ā Thursday, July 16, 10 a.m. ET. Save your seat here.
Inflation Is Cooling. Hereās What Will Decide the Marketās Next Big Winners
In todayās Market 360, Iāll explain what the latest Consumer Price Index (CPI) and Producer Price Index (PPI) reports reveal about inflation, why oil and…
New York Bans New Data Centers
Albany pulls the plugā¦ Ford’s “AI Boomerang” in jobsā¦ a margin-debt flashing lightā¦ why weāre not worried about the AI trade yetā¦ and how to…
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…
JPMorgan Just Challenged the Cloud-Only AI Thesis
JPMorgan’s SambaNova deal shows why on-premises AI inference may become a major market for banks, healthcare, and government.
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…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problemā¦ what a 1992 magazine cover got rightā¦ the FOMO that isn’t thereā¦ the earnings pushback against…
The 3 Stocks Quietly Benefiting From the SpaceX Shakeup
Jonathan Rose shares three stocks he believes stand to benefit as the communications industry adapts to a new reality and explains why this is exactly…
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%…
2 More Stocks to Buy for the AI Convergence
Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools. And itās creating a new kind of ātrading convergenceā that…
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