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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…
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¦…
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Streetās smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
The AI Shopping Shift Separating Retail Winners From Losers
Today, Iād like to detail a perhaps unexpected winner of the AI Revolution. Itās a cyclical sector that investors often hate for its unpredictable returns…
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…
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.
Copperās Mixed Signals Are Your Next Big Opportunity
Letās make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
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.
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…
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?
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¦
The Real Long-Term Shortage Isnāt Oil ā Itās This
The AI boom is leading to a massive computing crunchā¦ electricity bills are skyrocketingā¦ but arenāt the hyperscalers supposed to pay?… invest in the āAI…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply canāt see. Today, Keith Kaplan takes that…
Tesla Vs. Vertiv ā Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday ā and in doing so, revealed exactly where investors are still getting AI…
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…
Palantirās Biggest Rival Revealed
In this weekās Navellier Market Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.ās (PLTR) biggest rival,…
3 Stocks to Buy Immediately, According to AI
Over the past year, youāve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
Gold or Silver ā Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibriumā¦ Luke’s case for a silver melt-upā¦ Eric’s case for goldā¦ the fiscal disorder fueling the longer-term betā¦ so, which…
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…
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…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
The AI Story Is Changing ā And So Will the Market Leaders
In todayās Market 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
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