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SoftBank Calls AI 50x Bigger Than Dot-Com 鈥� Here’s Who Actually Profits
To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…
The Pentagon Is Betting $200 Billion on These Companies
In today’s essay, I鈥檓 breaking down exactly where I see the next opportunities emerging in drone stocks 鈥� and how we鈥檝e used one system I鈥檝e…
5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…
These Breakouts Are Coming
Silver coils for a breakout鈥� the Ferrari/Honda math behind the drone boom鈥� why Yardeni says FEMO beats FOMO鈥�
While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead
Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I鈥檝e learned…
Dell Upgraded, Costco Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today鈥檚 blog post should be a great place to…
IBM Just Became the Quantum King – Here’s the Trade Hiding in Plain Sight
On the evening of March 30, 2026, Google Quantum AI quietly published a 57-page whitepaper that, in a more attentive market, should have sent cybersecurity…
The Biggest Winner From Nvidia’s RTX Spark Announcement Isn’t Nvidia
Nvidia’s RTX Spark just entered the PC market. The obvious trade is NVDA 鈥� but the cleanest win may already be collecting royalties.
The $3 Trillion IPO Trap
Iran stops negotiations鈥� how high could oil go?… Jonathan Rose’s three IPO red flags鈥� Elizabeth Warren pushes AI taxes and higher capital gains taxes鈥� the…
When the Market Panics, These Traders Get Rich 鈥� Here鈥檚 How鈥�
If some random person at dinner told me he was pulling triple-digit gains from the market in days or weeks, I鈥檇 probably raise an eyebrow…
3 Stocks That Could Benefit Before the SpaceX IPO Even Happens
Today, Jonathan will explain the 鈥渇amily鈥� of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and…
The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX
Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.
SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open
I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.
Missed Ameresco聽Last Week? This AI Power Stock Could Still Have 50% Upside
The pick I featured here in the Sunday聽Digest聽has聽already聽risen 10%, bringing its one-month return to 18%.
You’re Probably Looking at the Wrong Quantum Computing Stocks
Nvidia won AI before ChatGPT did. The quantum equivalent of that infrastructure trade just received a $2 billion government co-sign.
The Chip That Lifted a Nation 鈥� and What It Means for Your Portfolio
This week, Taiwan beat out India to become the fifth-largest stock market in the world, driven by demand for AI chips. This is a 鈥渟ymbolic…
Investors Who Ignore This AI Shift Could Be Left Behind
The companies that dominated the first phase of the mobile phone revolution weren鈥檛 the ones that would dominate the next. And according to legendary investor…
Forget the SpaceX IPO 鈥� Own These 3 Stocks Instead
A lot of investors are asking on question right now: 鈥淗ow do we invest in Neuralink?鈥� But when we see money flooding into a new…
Don鈥檛 Buy the SpaceX IPO. Do This Instead…
In today鈥檚 Market 360, I鈥檒l tell you why I鈥檓 steering clear of the SpaceX IPO for now鈥� why Wall Street鈥檚 excitement may have more to…
SpaceX IPO Stocks to Buy to Unlock the $28 Trillion Space Economy聽(and the Quantum Play You’re Missing)
SpaceX IPO stocks to buy, quantum computing plays, and the late-inning market signals every growth investor needs to understand now
They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again
In today鈥檚 Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO 鈥� a stock that soared out of the gate…
Don’t Fall For this IPO Trap 鈥� Here’s Where the Real Money Is鈥�
Few themes are generating more excitement than the next wave of AI IPOs. That鈥檚 exactly why, over the past few days, I鈥檝e been sharing essays…
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.
The $4 Trillion Number Bears Won’t Touch
Last call for tonight鈥檚 Convergence Summit鈥� no surprises from PCE inflation鈥� a ceasefire extension鈥� why bears keep misfiring 鈥� a tale of two valuations with…
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