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The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
Inside the Machines That Now Run Wall Street
AI stock trading signals use pattern recognition to predict moves. This system found 30,000-plus signals across thousands of stocks.
You Can Now See What Wall Street Canāt
In today’s issue, Keith Kaplan explains how his team is using AI to identify specific āsignalsā in the market ā patterns that have historically led…
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…
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…
Trumpās Iran Update Spikes Volatility. Now What?
Stocks gyrate after Trump extends the Iran timeline… what yesterday’s jobs data tells us… AI agents are coming for jobsā¦ how to invest ahead of…
Anthropic’s Claude Mythos Leak Is Bigger Than You Think
Anthropic’s Claude Mythos leak reveals a major AI breakthrough ā boosting infrastructure stocks while putting SaaS business models at risk.
Is the Next AI Gold Rush Happening Beneath the Ocean?
A new AI trade is forming underwater. Subsea data centers could unlock major cost savings and create overlooked infrastructure winners.
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
2 Companies Tackling the AI BottlenecksĀ
To give you a sense of these āGolden Rivetā makers Eric discusses in his latest presentation,Ā IādĀ like to highlight two companies at the forefront of the…
AIās Next Bottlenecks Could Mint New Millionaires
In this guest essay below, 91¶¶Ņõ explains how the first major bottleneck of the AI boom ā a shortage of computing power ā helped…
Profit From What AI Canāt Get Enough Of
My colleague 91¶¶Ņõ has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, thereĀ werenātĀ enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
2 Stocks to Buy to āFuture-Proof” Your Portfolio
At its core, the former gatekeepers of AI technologies are quickly seeing their dominance vanish… some from supply chains catching up, and others due to…
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steadyā¦ plenty of unknowns as we look aheadā¦ an area of the market acting independently of the Fed and interest ratesā¦…
Everyoneās Watching the Wrong Part of AIĀ
In todayāsĀ Smart Money,Ā let’sĀ walk you through some emerging bottlenecks in AI, andĀ I’llĀ show you why they couldĀ determineĀ which companies win the next phase of the AI boom.Ā
Solana Price Predictions: Where Will the SOL Crypto Go in 2024?
Solana price predictions are being talked about by crypto traders as they weigh the pros and cons of investing in the crypto this year.
The Stocks Poised for a Breakout
Our old warning about Adobeā¦ Luke Lango and āthe flip sideāā¦ why price is all that matters in todayās AI worldā¦ the power of stage…
Bucking the Bear: 3 Vanguard Real Estate ETF Stock Picks Set to Shine
Although it might be the contrarian play, Vanguard real estate ETF stock picks could be big winners in 2024.
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