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SpaceXās First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceXās first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
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.
LinkedInās Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
The AI Boomās Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesdayās capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
SpaceX Needs Growthā¦ Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In todayās Smart Money, letās take a look at SpaceXās earnings. Then, weāll explore where the biggest opportunities may emerge as this new space economy…
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,…
These 2 Sectors Are Quietly Breaking Out While Wall Street Panics
The market rotated hard in July, but the fundamentals behind AI, space, and biotech stocks did not change. Here are the two sectors with stocks…
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.
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…
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 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…
Luke Lango and ¶¶Ņõ×īŠĀ°ę Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
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.
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 Prices Just Fell 280-Fold ā Now What?
The next Peter Thiel moment is hereā¦ AI’s price crash is rewriting the rulesā¦ tracking the usage/price āescalatorāā¦ a āreal worldā stock list that benefits…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asteriskā¦ the sector actually carrying the loadā¦ and the guy who keeps building things nobody saw coming
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding 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
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.
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…
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…
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