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Don’t Buy the Railroads. Buy the Campbell’s.

In this issue, we’ll show you exactly how a market shift is already beginning to play out — including one under-the-radar AI ā€œapplierā€ we’re 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 can’t ignore.

Three Stocks for the AI Infrastructure Boom

114% gains on POET from Jonathan Rose… where he’s 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 That’s Creating the Next 1,000% Winners

Mythos isn’t 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 – 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, I’d like to detail a perhaps unexpected winner of the AI Revolution. It’s a cyclical sector that investors often hate for its unpredictable returns…

Bespoke Co-Founder Reveals His ā€œTriple Playā€ Stocks

My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure I’m not dreaming. To explain…

Copper’s Mixed Signals Are Your Next Big Opportunity

Let’s 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, you’ve 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 – 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…

Here’s 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 ā€œPowell Eraā€ Ends with a Divided Fed

Powell’s final act… more of the ā€œwait 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 – What Happens Now

Diplomatic efforts fail in the Middle East… rate cuts aren’t coming any time soon… the Fed’s hands are tied… copper’s case gets stronger

The Rubik’s 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

Let’s 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 Don’t Always Boost Prices

Progress in the Middle East unravels over the weekend… TSMC’s perfect earnings report fizzles… great reports from the banks go nowhere… how to trade this…

Perfection Is a ā€˜Sell’ Signal in the Age of AI

If the market feels different lately, it is. AI is accelerating change – and making once-dominant companies obsolete faster than ever. From BlackBerry to Zoom,…

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