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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.
How Two Smart Investors Missed Google ā and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
Appleās Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
Google Beat but AI Stocks Are Still Sinking. Whatās Going On?
Luke got the earnings right, but the timing wrong ā¦ here’s what comes nextā¦ an AI event this Thursdayā¦ how to play the data center…
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,…
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the redā¦ Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
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…
The AI Trade Isnāt Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the āLag 7ā story is wrong… ¶¶Ņõ×īŠĀ°ęās’ ābest market since 1999ā
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
AI Is No Longer Just Building Companies ā It’s Funding Them
Lyzr Inc. recently raised $100 million. But itās not the amount that makes Lyzr interesting, itās how it raised the money… It used one of…
The Grocery Store That Brought Down the Soviet Union
In this Friday Digest takeover, ¶¶Ņõ×īŠĀ°ę explains why America remains the greatest wealth-creation machine in history, thanks in large part to its leadership in…
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
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 Most Important Lesson From the SpaceX IPO
Iāll explain why I passed on the IPO ā and give you one space stock my system currently rates a āBā that just got cheaper…
SpaceX Created the Chaos. Louis Found the Opportunity.
¶¶Ņõ×īŠĀ°ę has been watching the SpaceX IPO closely ā but not because heās tempted to buy it. What he finds fascinating is how markets…
The Space Stocks That Got Cheaper for No Good Reason
SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation ā and one āAā-rated space stock just got cheaper.
The Fed Didn’t Raise Rates Wednesday ā So Why Did the Market Plunge?
Weāll break down the Federal Reserveās latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
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 Profit From Wall Streetās Next Fireworks Show
Iāll explain why the foundation beneath this market remains solid, why corporate earnings are poised to deliver plenty of fireworks and how my Precursor Intelligence…
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…
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