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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.
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…
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%…
One Space Stock to Buy Today
Rocket Lab makes its biggest move鈥� Louis’ top space stock right now鈥� why the OpenAI delay is actually bullish for AI investors
Why This AI Drawdown Shouldn鈥檛 Rattle You
Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks鈥� long-term perspective for short-term fears… how one trading system created 920% gains
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 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�
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 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…
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.
The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers
Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week’s…
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…
What My 200,000-Mile Mazda Taught Me 91抖阴 Value Investing
Over the past decade and a half, growth stocks 鈥� like those that make up the Magnificent Seven 鈥� 聽have dominated headlines and delivered some…
Where to Invest When Great News Isn’t Enough
In today鈥檚 Smart Money, I鈥檒l explain how the same expectation gap that humbled the Beatles is now appearing in the AI market鈥� and why Samsung鈥檚…
Grantham’s 70% Crash Call Has a Problem
Is a 70% crash coming?… Grantham’s track record problem鈥� what a 1992 magazine cover got right鈥� the FOMO that isn’t there鈥� the earnings pushback against…
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�
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…
4 Signs a Company Is 91抖阴 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…
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.
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 Average SpaceX Investor Is Now Losing 鈥� These Investors Aren鈥檛
The AI energy trade has plenty of room to run鈥� what鈥檚 behind a 50%+ surge in this stock last Thursday鈥� the average SpaceX investor is…
Today鈥檚 Memory Selloff: Opportunity or Warning Sign?
Memory stocks get nailed鈥� Apple forced to raise prices鈥� the memory trade today and who’s winning it鈥� your MU earnings checklist for tomorrow鈥� last chance…
A Warning from the 鈥淜ing of Quants鈥� 鈥� and a New AI-Powered Trading Tool
The idea behind it is simple, even if the technology under the hood聽isn鈥檛.聽I sat down with Michael Salvatore, Editor of聽TradeSmith聽Daily,聽for a wide-ranging conversation about AI,…
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