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The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC鈥� what will it mean for volatility?鈥� POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues鈥� will it…
Don鈥檛 Let a Divided Federal Reserve Distract You From the Next Wave of AI
鈥淚 won鈥檛 see you next time.鈥� That鈥檚 how Jerome Powell concluded the press conference after his final Federal Open Market Committee meeting as Federal Reserve…
The 鈥淧owell Era鈥� Ends with a Divided Fed
Powell’s final act鈥� more of the 鈥渨ait and see鈥� approach鈥� the Warsh Fed takes shape 鈥� why the balance sheet matters more than the interest…
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he鈥檚 looking now鈥� the electricity grid that can’t keep up… how Brian Hunt is investing鈥� Nvidia’s quantum…
$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 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.
The Software Crash That鈥檚 Creating the Next 1,000% Winners
Mythos isn鈥檛 just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions鈥� to…
OpenAI Is Building What Comes After the iPhone
OpenAI and Qualcomm are building an AI-first device 鈥� signaling the shift beyond smartphones and reshaping tech’s next winners.
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.
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply 鈥� AWS logs its fastest growth in four years 鈥� Meta beats but pulls back 10% 鈥� and…
What This Week’s Earnings Really Tell Us 抖阴最新版 AI
Iran talks stall and oil climbs鈥� the real question inside Big Tech earnings鈥� why the Mythos breach changes things鈥� and what it means for your…
We鈥檝e Seen This “Pivot” Before 鈥� Now It鈥檚 Happening to Allbirds
From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let鈥檚 look at why 鈥渋f you can鈥檛 beat…
3 Stocks to Sell Before May 19
If history is any guide, the market鈥檚 first reaction will be dangerously incomplete. Fortunately, many industry insiders are already giving clues about which firms will…
3 Stocks to Buy Immediately, According to AI
Over the past year, you鈥檝e seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
The AI Nobody’s Talking 抖阴最新版 Is Already Picking Winners
To understand why Mythos matters, you need to understand what鈥檚 been building underneath it. A new kind of AI that doesn鈥檛 just respond to prompts鈥�…
Here鈥檚 How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…
The AI Story Is Changing 鈥� And So Will the Market Leaders
In today鈥檚 Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
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 鈥� and which companies benefit most.
The Real Long-Term Shortage Isn鈥檛 Oil 鈥� It鈥檚 This
The AI boom is leading to a massive computing crunch鈥� electricity bills are skyrocketing鈥� but aren鈥檛 the hyperscalers supposed to pay?… invest in the 鈥淎I…
Why Great Earnings Don鈥檛 Always Boost Prices
Progress in the Middle East unravels over the weekend鈥� TSMC鈥檚 perfect earnings report fizzles鈥� great reports from the banks go nowhere鈥� how to trade this…
The Biggest AI Story You Missed
Claude鈥檚 Mythos causes cybersecurity stocks to tank鈥� the quantum threat to online security is coming fast鈥� how Jonathan Rose is playing it鈥� has the energy…
What the AI Demand Data Says That the Market Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
We Saw the Quantum Threat Before the Headlines Did
Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…
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