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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…
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.
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…
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…
The Week Nvidia Saved Quantum Computing
Nvidia Ising could accelerate quantum computing by solving key bottlenecks ā reshaping timelines and boosting quantum stocks.
What AI Sees in the Market That You Donāt
In my experience, the investors who do best are the ones who can cut through that noise and focus on the signals that tend to…
Why Great Earnings Donāt Always Boost Prices
Progress in the Middle East unravels over the weekendā¦ TSMCās perfect earnings report fizzlesā¦ great reports from the banks go nowhereā¦ how to trade this…
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,…
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?
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…
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
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¦
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…
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
3 Stocks to Sell Before May 19
If history is any guide, the marketās first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
The Software Crash Thatās Creating the Next 1,000% Winners
Mythos isnāt just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructionsā¦ to…
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.
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…
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where heās looking nowā¦ the electricity grid that can’t keep up… how Brian Hunt is investingā¦ Nvidia’s quantum…
Quant Ratings Updated on 120 Stocks
In todayās Market 360, Iāll walk you through whatās driving this earnings momentum and what the latest data tells us about where the market could…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
What the PCE Is Really Telling Investors Today
The ceasefire is fragile ā but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
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