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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…
Micron’s 16 Contracts Reveal the Next AI Bottleneck
Customers are reserving AI memory years in advance. Micron’s contracts may change how investors value memory stocks.
Is AI Cracking – or 91 to Break Out?
As I write on Monday morning, AI stocks are jumping, a welcome change from last week’s selling pressure. Still, AI has felt different recently.
10 Stocks to Sell as the Second Half Begins
I want to share 10 stocks my system says you should consider parting ways with now. These aren’t the kind of names you want to…
4 Signs a Company Is 91 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 Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That’s a permanent floor under sovereign AI infrastructure spending.
Bitcoin Miners Are Now in the AI Business. Here Are Three Worth Watching.
Bitcoin miners are suddenly being thrust into the spotlight as the AI infrastructure boom takes off. And I’ve found a basket of names to capitalize…
Don’t Chase Bitcoin – Own the Companies Powering AI
Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose. Today, he explains…
Bitcoin Is Down. Miners Are Up. That’s the Signal.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
Planet Labs Upgraded, Royal Caribbean 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’s blog post should be a great place to…
2 More Stocks to Buy for the AI Convergence
Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools. And it’s creating a new kind of “trading convergence” that…
Why This AI Drawdown Shouldn’t Rattle You
Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains
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…
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000… why markets cheered anyway… the trend Warsh actually needs to see…
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.
The Most Important Lesson From the SpaceX IPO
I’ll explain why I passed on the IPO – and give you one space stock my system currently rates a “B” that just got cheaper…
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.
AI Leadership Is Shifting. Here’s How to Follow the Big Money
Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories…
Eli Lilly Upgraded, Carvana 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’s blog post should be a great place to…
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…
One Mag 7 Killer Hiding in Plain Sight
Since the early AI revolution, the Magnificent Seven companies have been sat securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…
SpaceX Created the Chaos. Louis Found the Opportunity.
91 has been watching the SpaceX IPO closely — but not because he’s tempted to buy it. What he finds fascinating is how markets…
Warsh Changed the Fed’s Flight Plan. Here’s Why We Shouldn’t Panic…
In today’s Market 360, I’ll explain why Wall Street panicked over Warsh’s first Fed meeting… why I believe that panic is misplaced… and why the…
The Space Stocks That Got Cheaper for No Good Reason
SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation – and one ‘A’-rated space stock just got cheaper.
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