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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.
Is It Too Late to Buy Oil Stocks? Here’s What the Options Market Says Happens Next
President Trump declared the ceasefire with Iran over after three tankers were attacked near the Strait of Hormuz. That’s the headline story. Now here’s the part the…
Why You Should Be Proud to Be an American Investor
This Fourth of July marks the 250th anniversary of the United States — and my colleague 91 thinks that’s worth celebrating as an investor,…
Why You Should Be Proud to Be an American Investor
America’s everyday abundance still shocks people who did not grow up with it because that abundance is not an accident. It is the result of…
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…
As America Turns 250, Here’s Why I’m More Bullish Than Ever
America 250 is a reminder of U.S. economic strength — and why AI infrastructure stocks may lead the next growth wave.
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.
Where to Invest When Great News Isn’t Enough
In today’s Smart Money, I’ll explain how the same expectation gap that humbled the Beatles is now appearing in the AI market… and why Samsung’s…
The Grocery Store That Brought Down the Soviet Union
In this Friday Digest takeover, 91 explains why America remains the greatest wealth-creation machine in history, thanks in large part to its leadership in…
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.
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 Wrong Way to Predict the Next Big Stock Move
Let’s talk about how Recency Bias can blind investors to the next big market move…
The Best Days to Buy Stocks May Already Be on the Calendar
Stock seasonality can reveal ‘green days’ when certain stocks have historically risen. TradeSmith’s tool shows the windows.
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 Calendar Could Be Hiding Your Next Winning Trade
In today’s Friday Digest takeover, Keith Kaplan, the CEO of our corporate partner, TradeSmith, explains how his team uncovered recurring seasonal patterns across thousands of…
These Seasonal Trends Take the Guesswork Out of Buying and Selling
Most investors spend a lot of time deciding what to buy. TradeSmith CEO Keith Kaplan believes we should spend just as much time thinking about…
How to Stop Chasing the Wrong Stocks at the Wrong Time
In today’s essay, 91 explains why he believes the better approach is to look beyond recent price action and instead focus on where institutional…
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…
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…
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…
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.
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…
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.
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