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SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows 鈥� but the fundamental risks didn’t. The compounders and the faders look identical today. They won’t.
Everyone’s Chasing SpaceX, but We鈥檙e Going After Something Better
In today鈥檚 Smart Money, let鈥檚 dig into why investing in the companies downstream of SpaceX is a better choice than buying a stake in the…
Party Like聽It鈥檚聽1999: 5 Stocks to Buy Without Getting Bubble-Burned聽
To navigate the increasingly brittle rally, 91抖阴 has become far more selective in the stocks聽he鈥檚聽recommending. And to do that,聽he鈥檚聽partnered with聽TradeSmith聽CEO Keith Kaplan聽to build a…
The Best Trade Nobody’s Making Because It Doesn’t Involve a GPU
Gen Z swapped bar tabs for boutique gyms, and the resulting wellness stocks long/short trade may be the cleanest non-AI thesis right now.
The Fed鈥檚 Excuse Just Disappeared
May CPI is hot 鈥� but we dodged a bullet鈥� the labor market handbrake is releasing鈥� what a hike would mean for AI stocks鈥� an…
Nvidia Still Has 40% Upside 鈥� Here’s the Math
Has the 鈥渕eltdown鈥� begun?… Louis says buy every dip鈥� Nvidia’s surprising upside鈥� the AI infrastructure play Eric spotted first鈥�
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market 鈥� which one is correct?鈥� what earnings are actually doing鈥� the one variable to watch to protect your…
What Wall Street Isn’t Telling You 91抖阴 SpaceX
The hype machine is running at full speed鈥� what Jay Ritter’s 45-year database actually shows鈥� and the backdoor into AI’s biggest winners before Wall Street…
The Robotics Stock Nobody’s Talking 91抖阴 Already Has a $23 Billion Backlog
Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It鈥檚 a company that directly competes with Optimus鈥� but unlike…
The 5 AI Infrastructure Stocks Powering the Next Leg of the AI Buildout
The next leg of the AI infrastructure stocks rally is shifting from training to inferencing. Here are five names 鈥� from Micron to Arm 鈥�…
The Treasury Yield Line That Could Break This Bull Market
The 10-year Treasury yield is testing stocks. Below 5%, AI earnings can support the bull market 鈥� but the margin is shrinking.
Nvidia Can Hit Home Runs, but Championships Need a Full Lineup
Since 2023, Nvidia has reached superstar status with its massive earnings beats, often, like Babe Ruth, knocking it out of the park. But the bigger…
The Swiss Cheese Principle Behind Jonathan鈥檚 Top 5 Stocks
To borrow a metaphor from cheesemaking, pressure always finds the weak spots first. And this market has plenty of that building beneath the surface.聽
The Four Signs a Company Is 91抖阴 to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
NVIDIA鈥檚 Earnings Show 鈥淧arabolic鈥� Demand. Here鈥檚 What Comes Next…
In today鈥檚 Market 360, we鈥檒l take a closer look at what NVIDIA鈥檚 latest numbers tell us about the AI boom. I鈥檒l also discuss why the…
Elon Musk Doesn’t Need to Beat OpenAI. Here’s Why.
Elon Musk’s AI empire may link X, SpaceX, xAI, and Tesla into one stack spanning data, orbital compute, models, and robots.
The Four Signs a Company Is 91抖阴 to Be Destroyed by AI
Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…
These Are the Four Signs a Company Is 91抖阴 to Destroyed by AI
Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. And right now, the somewhere else that…
Don’t Trade Oil Headlines. Watch These Two Signals.
Oil volatility is rising. Crack spreads and backwardation are flashing signals that could point to refiner-stock opportunities.
How to Profit From the Coming Oil Shock Before Wall Street Does
In today鈥檚 Friday Digest takeover, veteran trader Jonathan Rose highlights the two market indicators he watches during periods of energy stress 鈥� and explains why…
Wall Street Is Pricing AI’s Upside. Nobody Is Pricing This.
The AI boom is surging. But rising energy costs, layoffs, and backlash could trigger regulation and end the rally sooner than expected.
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