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A New Reality for the AI Trade
Microsoft eases AI fearsā¦ the market’s new AI split… Luke Lango’s Exit Ladder if the selling returns… what the Fed’s preferred inflation gauge just revealed…
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 $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asteriskā¦ the sector actually carrying the loadā¦ and the guy who keeps building things nobody saw coming
The Fed Holds ā But Is a September Hike a Lock?
The Fed holds rates steadyā¦ Warsh puts on a masterclass in saying nothingā¦ why AI might keep a rate hike at bayā¦ 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…
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…
AI Prices Just Fell 280-Fold ā Now What?
The next Peter Thiel moment is hereā¦ AI’s price crash is rewriting the rulesā¦ tracking the usage/price āescalatorāā¦ a āreal worldā stock list that benefits…
The AI Trade Isnāt Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the āLag 7ā story is wrong… ¶¶Ņõ×īŠĀ°ęās’ ābest market since 1999ā
An AI Just Hacked a Company on Its Own
A Prisoner’s Dilemma with a Chinese accentā¦ another Messy Middle storyā¦ OpenAI’s AI hacks Hugging Faceā¦ reader feedback about yesterdayās Digest
Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the redā¦ Wednesday’s presser with no map… Thursday’s number Warsh actually watches… and the calendar that decides everything in…
The Fed Didn’t Raise Rates Wednesday ā So Why Did the Market Plunge?
Weāll break down the Federal Reserveās latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
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…
The 3-Question Test I Use Before Putting a Dollar Into Any Company
Roughly nine out of ten early-stage bets fail to return their investors’ money. Across a typical portfolio, something like one in ten produces the outsized…
Luke Lango and ¶¶Ņõ×īŠĀ°ę Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
Why You Should Use the EV Playbook to Find AI Winners
In todayās Smart Money, letās take a look at why AI could become China’s next EV export story. Then, Iāll share why the biggest investment…
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 Venture Capitalists Really Decide Where to Invest
After years of studying historyās greatest venture capital successes, my InvestorPlace colleague Luke Lango has developed a straightforward process for identifying exceptional companies.
Google Beat but AI Stocks Are Still Sinking. Whatās Going On?
Luke got the earnings right, but the timing wrong ā¦ here’s what comes nextā¦ an AI event this Thursdayā¦ how to play the data center…
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.
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…
Why Silicon Valley’s Biggest Winners Don’t Wait for the IPO
There’s a reason this certain playbook has endured for nearly 70 years, and it isn’t just today’s excitement over AI…
Why “Boring” Could Be Your Best Investment
āBoringā isnāt just safe. Or reliable. Itās strategic. Especially when everyone else is chasing excitement. Markets have a habit of rewarding discipline long after they…
Don’t Wait for the IPO ā Find the Next AI Winner Now
Most people think the biggest fortunes in technology are made after a company goes public. My InvestorPlace colleague Luke Lango believes that assumption is becoming…
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.
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