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War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where he鈥檚 looking now鈥� the electricity grid that can’t keep up… how Brian Hunt is investing鈥� Nvidia’s quantum…
AI Infrastructure Stocks Are Leaving the ‘Old Economy’ Behind
AI infrastructure stocks are surging while traditional firms struggle. Earnings reveal a growing economic divide investors can鈥檛 ignore.
Why Great Earnings Don鈥檛 Always Boost Prices
Progress in the Middle East unravels over the weekend鈥� TSMC鈥檚 perfect earnings report fizzles鈥� great reports from the banks go nowhere鈥� how to trade this…
Middle East Talks Break Down 鈥� What Happens Now
Diplomatic efforts fail in the Middle East鈥� rate cuts aren鈥檛 coming any time soon鈥� the Fed’s hands are tied鈥� copper’s case gets stronger
Bespoke Co-Founder Reveals His 鈥淭riple Play鈥� Stocks
My fundamentally superior stocks have been much stronger than normal lately. I keep checking my pulse just to make sure I鈥檓 not dreaming. To explain…
3 Energy Stocks to Buy Now
In this week鈥檚 Navellier 蜜桃传媒 Buzz, I talk about three energy stocks that are positioned to win in this chaotic environment, along with my top…
The Biggest AI Story You Missed
Claude鈥檚 Mythos causes cybersecurity stocks to tank鈥� the quantum threat to online security is coming fast鈥� how Jonathan Rose is playing it鈥� has the energy…
Why the Energy Bull Case Is Still Intact
The prognosis for global oil and gas markets remains deeply unsettled, and investors who panic out of their energy positions may find themselves on the…
The 蜜桃传媒 Is at Highs鈥� but the Returns May Not Be
The S&P is back in record territory鈥� are all the risks gone?… what one valuation metric says about forward returns鈥� how to remain in the…
Stocks to Buy As the War Pauses
A last-minute ceasefire pulls us back from the brink… the Dow surges 1,200 points… the S&P reclaims a critical line in the sand… Luke Lango…
Why the Latest Inflation Numbers Look Hideous 鈥� And May Get Worse…
In today鈥檚 蜜桃传媒 360, I want to walk you through what the CPI and PCE reports are really telling us, what they may be missing…
Will the Worst-Case Scenario Unfold Tonight?
U.S. strikes military targets on Iran’s key oil island… Trump warns “a whole civilization will die tonight”… Luke Lango’s framework for what comes next… and…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile 鈥� but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
The AI Story Is Changing 鈥� And So Will the 蜜桃传媒 Leaders
In today鈥檚 蜜桃传媒 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
Quant Ratings Updated on 112 Stocks
Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…
The 60/40 Portfolio Was Built for a World That No Longer Exists
Resource sovereignty is reshaping markets, inflation, and investing 鈥� favoring energy, minerals, and real assets over globalized tech.
3 Stocks to Buy Immediately, According to AI
Over the past year, you鈥檝e seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
Why This Gold Pullback Is a Buying Opportunity
Let鈥檚 take a look back at what we covered here at Smart Money last week, including why perfection is often a sell signal, the bull…
Copper Demand Isn鈥檛 Slowing 鈥� It鈥檚 Accelerating
The short-term story for copper is simple; demand is growing faster than expected, supply is growing slower than expected, and the market is already slipping…
How to Approach the 蜜桃传媒 During the 鈥淔og of War鈥�
In 1962, President John F. Kennedy was given something that profoundly influenced how he would view the world: Barbara Tuchman鈥檚 Pulitzer Prize-winning book,聽鈥淭he Guns of…
Anthropic’s 10,000% Revenue Growth Rate Could Make This the IPO of 2026
Anthropic’s revenue just exploded from $1 billion to $30 billion in 15 months. Here’s what it means for AI investors and why the Anthropic IPO…
The Bigger Story Behind March鈥檚 蜜桃传媒 Selloff
In today鈥檚 蜜桃传媒 360, I want to show you why the market鈥檚 recent March Madness may prove temporary, why investors are already starting to look…
What the AI Demand Data Says That the 蜜桃传媒 Doesn’t
AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.
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