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The AI Capex Bear Case Just Lost Its Best Argument
The AI economy needs less than two days to add $1 billion in revenue. A year ago, it needed 180. Bears, take note.
3 Investment Ideas With Room to Run
Luke Lango highlights AI鈥檚 toll roads鈥� Brian Hunt flags Brazil鈥檚 overlooked AI angle鈥� 91抖阴鈥檚 refiner play amid Mideast turmoil鈥�
Where to Invest When Great News Isn’t Enough
In today鈥檚 Smart Money, I鈥檒l explain how the same expectation gap that humbled the Beatles is now appearing in the AI market鈥� and why Samsung鈥檚…
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
Three 鈥淔orever Stocks鈥� for the AI Age
The one investment strategy I want to focus on in today鈥檚 Smart Money is stocks to buy and hold forever. So, here are three stocks…
The 3 Stocks Quietly Benefiting From the SpaceX Shakeup
Jonathan Rose shares three stocks he believes stand to benefit as the communications industry adapts to a new reality and explains why this is exactly…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem鈥� what a 1992 magazine cover got right鈥� the FOMO that isn’t there鈥� the earnings pushback against…
Why AI Becoming “Good Enough” Changes Everything for Investors
The biggest winners of AI’s next phase may not be the companies building the fastest chips or the largest AI models. Instead, they may be…
JPMorgan Just Challenged the Cloud-Only AI Thesis
JPMorgan’s SambaNova deal shows why on-premises AI inference may become a major market for banks, healthcare, and government.
Kalshi鈥檚 Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
The Wrong Way to Predict the Next Big Stock Move
Let’s talk about how Recency Bias can blind investors to the next big market move…
Micron鈥檚 16 Contracts Reveal the Next AI Bottleneck
Customers are reserving AI memory years in advance. Micron鈥檚 contracts may change how investors value memory stocks.
Halfway Through 2026: My Calls That Are Already Paying Off
Now that we鈥檙e in the back half of 2026, I want to focus this Smart Money on how three of my forecasts are holding up.…
Why This AI Drawdown Shouldn鈥檛 Rattle You
Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks鈥� long-term perspective for short-term fears… how one trading system created 920% gains
The AI Trade Has Three New Problems
SpaceX fades just as the data predicted鈥� the political flood accelerating toward your portfolio鈥� the Fed’s first hike call and what it means for AI…
4 Signs a Company Is 91抖阴 to Be Destroyed by AI
In today’s guest essay, Jonathan walks through those four warning signs, what they could mean for investors today and where he believes new opportunities may…
The Iranian Ceasefire Collapses: What Happens Now?
The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buy鈥� a contrarian 14%…
3 Biotech Stocks to Watch Before Wall Street Catches On
Three biotech companies are currently on my watchlist as institutional behavior lifts the entire sector. I’ll show you the three picks I’m tracking and the…
Why X Money Could Be Bigger Than PayPal Ever Was
X Money isn’t just a payments app. Elon Musk is building a financial super app that could reshape banking and investing.
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000鈥� why markets cheered anyway鈥� the trend Warsh actually needs to see鈥�
Mastercard’s New AI Payment System Is Great News for These Stocks
Mastercard’s AP4M just launched the financial nervous system for AI agents. Here’s who wins the agentic commerce stack and who gets bypassed.
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
A New All-Time High, an 81% Overnight Gain, and One “Forever Stock”
The AI power play making new highs鈥� a pharma stock hiding in plain sight鈥� and a biotech trader’s edge you can steal鈥�
3 Stocks to Buy for the AI Convergence
91抖阴 has created a stock grading system that balances 鈥渇ollow-the-money鈥� scores against a company鈥檚 real fundamentals.
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