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Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
Donāt Let a Divided Federal Reserve Distract You From the Next Wave of AI
āI wonāt see you next time.ā Thatās how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
$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.
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¦…
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.
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device ā signaling the shift beyond smartphones and reshaping tech’s next winners.
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…
The Rise of Custom AI Chips Is Breaking Nvidia’s Grip
Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting ā and which companies benefit most.
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.
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon’s Globalstar acquisition signals a shift toward satellite internet ā and orbital compute: the next frontier of AI infrastructure.
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.
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.
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
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…
Copper, the AI Gold Rush, and 12 Stocks to Avoid
Is FCX’s pullback a buying opportunity?ā¦ ¶¶Ņõ×īŠĀ°ęās ābuilders vs. appliersā framework explainedā¦ 12 applier stocks that Jonathan Rose is warning about
One Stock to Cut Through the AI Noise
The data seemed clear ā but that doesnāt mean the conclusions were. During World War II, U.S. military analysts examined bombers that had safely returned…
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.
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,…
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…
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…
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?
This AI Spots Winning Trade Patterns Before You Can
In todayās essay, Keith explains how his AI system came together, and how itās turning an overwhelming amount of information into a surprisingly simple, actionable…
The AI Grid Is Leaving Earth
Orbital data centers could solve AI’s biggest constraints ā power, cooling, and scale ā creating a massive new investment opportunity.
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