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Most Traders Watch Price. I Spent 28 Years Watching One Thing They Never See.
For decades, I had helped the biggest hedge funds and investment banks in the world profit from the most lucrative options flow trading hands in…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
Ā Wall Street Left This Company for Dead. Then It Became the Trade of the Decade.
Five AI stocks look shaky on the surface, but the earnings tell a different story. See why the biggest gains in this boom may be…
āWhereās the Beefā in This AI Earnings Boom?
When earnings season rolls around, itās my job to look past the distractions and answer one simple question: āWhereās the beef?ā
How One Pre-IPO Roblox Bet Built a $68 Million Roth IRA
A $68M Roblox Roth IRA and a new $10M cap bill reveal how pre-IPO access ā not contributions ā can create mega retirement accounts.
One AI Deal Could Be Worth More Than a Portfolio Full of Stocks
In 2012, Mark Zuckerberg paid $1 billion for Instagram. At the time, many thought he had overpaid. Today, itās considered one of the most successful…
Microsoft Has the AI Backlog, But This Company Has the Returns
Letās take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, Iāll share one company that is already…
Big Techās Tab Is Running Up ā But Who Is Profiting?
In todayās Market 360, Iāll examine the enormous AI tabs being run up by four of the worldās biggest technology companies and show you which…
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…
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.
Hereās What My System Says ¶¶Ņõ×īŠĀ°ę 4 Big Tech Stocks Before Earnings…
Iāll set the table for the earnings season so far, and then weāll put this weekās four Big Tech reporters to the test and see…
A New Reality for the AI Trade
Microsoft eases AI fears⦠the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next ā and which young companies are building technologies the Big Tech giants may…
Before Luke Lango Recommends Any Private Company, It Has to Pass This Test
In today’s Friday Digest takeover, Luke Lango shares the three-part framework he uses to evaluate private companies before they ever reach Wall Street. He explains…
How to Think Like the Investors Who Bought Google Early
Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.
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.
The Fed Holds ā But Is a September Hike a Lock?
The Fed holds rates steady⦠Warsh puts on a masterclass in saying nothing⦠why AI might keep a rate hike at bay⦠two more hyperscalers…
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
AI Prices Just Fell 280-Fold ā Now What?
The next Peter Thiel moment is here⦠AI’s price crash is rewriting the rules⦠tracking the usage/price āescalatorā⦠a āreal worldā stock list that benefits…
Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities
Over years of studying some of history’s greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
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…
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. Thatās why I asked my colleague Luke Lango…
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