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Donāt Buy the Railroads. Buy the Campbellās.
In this issue, weāll show you exactly how a market shift is already beginning to play out ā including one under-the-radar AI āapplierā weāre giving…
Three AI Stocks Surging As the Market Meanders
The media likes to trade on bear market fears. But bear talk this year has probably scared a lot of investors into missing the bull…
The Cartel Cracks: What the UAE Exit Means
The UAE is leaving OPEC⦠what will it mean for volatility?⦠POET’s 50% collapse… did you take profits?… OpenAI is struggling with revenues⦠will it…
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors canāt ignore.
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where heās looking now⦠the electricity grid that can’t keep up… how Brian Hunt is investing⦠Nvidia’s quantum…
12 Stocks to Buy After Meta’s Deal to Beam Energy From Space
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
The Software Crash Thatās Creating the Next 1,000% Winners
Mythos isnāt just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions⦠to…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile ā but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
The AI Infrastructure Stocks No One Is Watching
AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.
The AI Shopping Shift Separating Retail Winners From Losers
Today, Iād like to detail a perhaps unexpected winner of the AI Revolution. Itās a cyclical sector that investors often hate for its unpredictable returns…
Bespoke Co-Founder Reveals His āTriple Playā Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure Iām not dreaming. To explain…
Copperās Mixed Signals Are Your Next Big Opportunity
Letās make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
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…
The $48 Billion AI IPO Squeeze Wall Street Isn’t Warning You 91¶¶Ņõ
OpenAI, SpaceX, and Anthropic IPOs are coming soon. Learn how to invest before billions in forced buying hits the market.
Gold or Silver ā Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium⦠Luke’s case for a silver melt-up⦠Eric’s case for gold⦠the fiscal disorder fueling the longer-term bet⦠so, which…
Hereās How to Pivot From EV Headwinds to Robotics Tailwinds
While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…
The āPowell Eraā Ends with a Divided Fed
Powell’s final act⦠more of the āwait and seeā approach⦠the Warsh Fed takes shape ⦠why the balance sheet matters more than the interest…
Oracle Is All-In on AI, and That’s Exactly the Problem
Oracle remains well below its previous highs, and the company now has the appearance of upward momentum, or at least momentous headlines. This combination might…
Middle East Talks Break Down ā What Happens Now
Diplomatic efforts fail in the Middle East⦠rate cuts arenāt coming any time soon⦠the Fed’s hands are tied⦠copper’s case gets stronger
The Rubikās Cube Secret to Better Trades
In this piece, Keith Kaplan shows you some examples of signal-based trades that outperformed the S&P 500 by roughly 3-to-1⦠plus he’s giving you access…
How to Spot Demand Before It Shows Up in the Numbers
As I often say, truth reveals itself in behavior before it shows up in reports…
Why This Gold Pullback Is a Buying Opportunity
Letās take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
Why Great Earnings Donāt Always Boost Prices
Progress in the Middle East unravels over the weekend⦠TSMCās perfect earnings report fizzles⦠great reports from the banks go nowhere⦠how to trade this…
Perfection Is a āSellā Signal in the Age of AI
If the market feels different lately, it is. AI is accelerating change ā and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…
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