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The Iranian Ceasefire Collapses: What Happens Now?
The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buy鈥� a contrarian 14%…
The Real Story Behind the Disappointing Jobs Report
Payrolls crash to 57,000鈥� why markets cheered anyway鈥� the trend Warsh actually needs to see鈥�
Is It Too Late to Buy Oil Stocks? Here鈥檚 What the Options Market Says Happens Next
President Trump declared the聽ceasefire with Iran聽over after three tankers were attacked near the Strait of Hormuz. That鈥檚 the headline story. Now here鈥檚 the part the…
AI Leadership Is Shifting. Here鈥檚 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…
Don’t Chase Bitcoin 鈥� Own the Companies Powering AI
Most investors still think crypto miners rise and fall with the price of Bitcoin, but that鈥檚 yesterday鈥檚 story, according to Jonathan Rose. Today, he explains…
The Grocery Store That Brought Down the Soviet Union
In this Friday Digest takeover, 91抖阴 explains why America remains the greatest wealth-creation machine in history, thanks in large part to its leadership in…
5 AI Stocks Wall Street Is Selling That You Should Be Buying
While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.
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…
SpaceX Created the Chaos. Louis Found the Opportunity.
91抖阴 has been watching the SpaceX IPO closely 鈥� but not because he鈥檚 tempted to buy it. What he finds fascinating is how markets…
Bitcoin Is Down. Miners Are Up. That鈥檚 the Signal.
Bitcoin is down, but miners are up. The reason may be AI data-center demand, power access, and long-term hosting contracts.
Why You Should Be Proud to Be an American Investor
This Fourth of July marks the 250th anniversary of the United States 鈥� and my colleague 91抖阴 thinks that’s worth celebrating as an investor,…
3 Investment Ideas With Room to Run
Luke Lango highlights AI鈥檚 toll roads鈥� Brian Hunt flags Brazil鈥檚 overlooked AI angle鈥� 91抖阴鈥檚 refiner play amid Mideast turmoil鈥�
Why You Should Be Proud to Be an American Investor
America鈥檚 everyday abundance still shocks people who did not grow up with it because that abundance is not an accident. It is the result of…
The 3 Stocks Quietly Benefiting From the SpaceX Shakeup
Jonathan Rose shares three stocks he believes stand to benefit as the communications industry adapts to a new reality and explains why this is exactly…
The Most Important Lesson From the SpaceX IPO
I鈥檒l explain why I passed on the IPO 鈥� and give you one space stock my system currently rates a 鈥淏鈥� that just got cheaper…
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…
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.
As America Turns 250, Here’s Why I’m More Bullish Than Ever
America 250 is a reminder of U.S. economic strength 鈥� and why AI infrastructure stocks may lead the next growth wave.
Is AI Cracking 鈥� or 91抖阴 to Break Out?
As I write on Monday morning, AI stocks are jumping, a welcome change from last week鈥檚 selling pressure. Still, AI has felt different recently.
The AI Winning the Most Money Isn’t the One You’re Thinking Of
On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we鈥檙e looking at another place…
Micron鈥檚 16 Contracts Reveal the Next AI Bottleneck
Customers are reserving AI memory years in advance. Micron鈥檚 contracts may change how investors value memory stocks.
The AI Trade Has Three New Problems
SpaceX fades just as the data predicted鈥� the political flood accelerating toward your portfolio鈥� the Fed’s first hike call and what it means for AI…
The Inflation Number Warsh Is Actually Watching
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of…
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 鈥� and one 鈥楢鈥�-rated space stock just got cheaper.
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