SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows — but the fundamental risks didn't. The compounders and the faders look identical today. They won't.
The Nobel Prize-Winning AI That’s Coming for the Stock ÃÛÌÒ´«Ã½
The AI rewriting medicine is the same AI now applied to 47 years of quant investing data — and the backtested results are extraordinary.
Skip the Oura Ring IPO. Buy These 10 Stocks Instead.
Oura Ring's IPO looks like Peloton in 2020 — great product, dangerous price. Ten public wellness stocks own the real trade.
What Bezos Knew In 1999 That AI Investors Are Missing Today
The AI boom is rhyming with 1999 — which means the summer pullback most investors dread may be the trade of the year.
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here's the trade.
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More PodcastsThe SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for AI, chips, and drones.
