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 why many of these companies are quietly becoming AI infrastructure plays 鈥� and why that…
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, not just as an American. Today, Louis explains why the current moment makes him as…
Why AI Becoming “Good Enough” Changes Everything for Investors
The biggest winners of AI's next phase may not be the companies building the fastest chips or the largest AI models. Instead, they may be the companies building products people rely on every day.
Halfway Through 2026: My Calls That Are Already Paying Off
Now that we鈥檙e in the back half of 2026, I want to focus this Smart Money on how three of my forecasts are holding up. Some may surprise you, and some are still opportunities to join before the year ends…
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 react when millions of investors chase the same story at the same time.
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