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Kalshi’s 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 Fourth of July Investing Lesson Most People Miss
Today, millions of people now rely on the same Wall Street research… the same financial headlines… and increasingly, the same AI tools to tell them…
AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.
Physical AI has crossed from hype to product. Six supply chain layers — edge silicon to connectivity — and the stocks at every level.
4 Signs a Company Is 91¶¶Òõ 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…
Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift
Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.
A New All-Time High, an 81% Overnight Gain, and One “Forever Stock”
The AI power play making new highs… a pharma stock hiding in plain sight… and a biotech trader’s edge you can steal…
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?Â
For this Sunday Digest, I’d like to leave it to 91¶¶Òõ to explain why he has his eye set on a new potential ten-bagger, and why this…
Party Like It’s 1999: 5 Stocks to Buy Without Getting Bubble-BurnedÂ
To navigate the increasingly brittle rally, 91¶¶Òõ has become far more selective in the stocks he’s recommending. And to do that, he’s partnered with TradeSmith CEO Keith Kaplan to build a…
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.
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom’s $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks…
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%Â
I’d like to tell you about a little-known energy company with incredible potential. Then, I’ll share how you can find even more AI Enabler companies with bigger upsides than…
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 — but the cleanest win may already be collecting royalties.
SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows — but the fundamental risks didn’t. The compounders and the faders look identical today. They won’t.
The Four Signs a Company Is 91¶¶Òõ to Destroyed by AI
AI is creating stock-market casualties. Four warning signs are now flashing across 12 familiar software names.
These Are the Four Signs a Company Is 91¶¶Òõ 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…
The Four Signs a Company Is 91¶¶Òõ 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…
Don’t Buy the SpaceX IPO. Do This Instead…
In today’s Market 360, I’ll tell you why I’m steering clear of the SpaceX IPO for now… why Wall Street’s excitement may have more to…
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.
When Volatility and Money Flow Point to the Same Stock
Smart money trading focuses on evidence, not forecasts. Ameresco is flashing signals tied to AI power and grid modernization.
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.
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…
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