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Don’t Miss the Next Turn In the AI Trade
The AI chip trade is changing shape as custom silicon becomes the next toll road in Big Tech’s infrastructure buildout.
Big Tech Is Spending $700 Billion. These Companies Get Paid.
Big Tech earnings reveal where $700 billion in AI spending is flowing ā and why the biggest winners aren’t the obvious stocks.
The AI Boom Is Building Fences Around the Economy
The AI boom is building fences around labor, capital, and power. Investors need to know who owns the gates.
AI Isnāt Done, but the Leaders Might Be
Most investors assume the biggest gains in a new technology come from the companies that build it first. Thatās not usually how it works. My…
$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.
Is the $725 Billion AI Spending Boom Paying Off?
Big Tech is spending $725 billion on the artificial intelligence buildout. And thatās just this year. Thatās why all eyes have been glued to the…
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…
The AI Infrastructure Trade Catches Its Breath
SanDisk (SNDK) trades at 9x forward P/E. Nebius (NBIS) is growing revenue 500%+. Luke Lango breaks down why the dip in AI infrastructure stocks is…
Everyone Is Chasing the Puck. Hereās Where Itās Headed Next…
The big question isā¦ what should we do in this environment? And thatās what I want to talk about in todayās Market 360.
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…
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.
Xerox Is an AI Trap ā This Company Is a Better “Match”
In todayās Smart Money, Iāll look at a company that highlights the limits of legacy AI Appliers struggling to adapt as A-AI accelerates. Then, Iāll…
The Biggest Myth In the Market Just Broke
The rally in AI stocks isn’t broadening ā it’s concentrating. New data shows capital flowing into fewer winners across semiconductors and infrastructure.
This Small AI Stock Climbed 1,100% ā¦ and the Next One May Already Be Emerging
In today’s Market 360, I want to walk you through how I found this stock ā and what my system was seeing before anyone else.…
The AI Stock Nobody Was Talking ¶¶Ņõ×īŠĀ°ę Just Hit 1,142%
Wall Street focused on AI chips. One investor found a 1,142% winner in the power infrastructure behind them.
This 150% Run Is Just the Beginning
The AI trade shifts to CPUsā¦ Luke Lango with a batch of AI stocks to considerā¦ Jonathan Rose eyes a Canadian oil squeeze ā¦ Louis…
This Tiny AI Stock Exploded Higher ā¦ Hereās How to Spot the Next One
In todayās issue, ¶¶Ņõ×īŠĀ°ę explains what his system was seeing at the time, and why he believes similar setups are beginning to appear again…
How Louis Found Bloom Energy Before Wall Street Did ā and Where He’s Looking Now
In todayās Friday Digest takeover, ¶¶Ņõ×īŠĀ°ę breaks down how his Stock Grader system identified a little-known AI infrastructure company long before Wall Street caught…
Inflation’s Back ā Will It Crash the Market?
April inflation comes in hotā¦ why ¶¶Ņõ×īŠĀ°ę doesnāt expect relief at the pump anytime soonā¦ but heās bullish on this corner of the marketā¦…
The AI Job Shake-Up Could Create Big Winners ā and Losers
There is a new type of AI making its debut that doesnāt answer questions and or wait for instructions. It goes out into the world,…
The Backlash to āTrain Your Replacementā Begins
The cold math behind Oracle’s mass layoffsā¦ the Prisoner’s Dilemma, live and in personā¦ Luke Lango describes the backlash that could end the AI bull…
700 Billion Reasons to Stay in AI This Summer
Q1 earnings: fantastic (but with a caveat) ā¦ Tech does the heavy liftingā¦ Luke Langoās āSummer of AIā ā¦ one stock from ¶¶Ņõ×īŠĀ°ę for…
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…
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…
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