-
Most Recent
Search Results
240 results for
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX鈥檚 AI buildout, spotlighting the HBM and DRAM shortage 鈥� and stocks positioned to benefit.
AI鈥檚 Biggest Bottlenecks Could Create Its Biggest Opportunities
When supply of AI’s critical resources run short, the companies supplying the resources could emerge as the biggest winners. That鈥檚 why it鈥檚 essential for investors…
A Billion Dollar Lesson for Investors
Regular Digest readers know that our technology investing expert, Luke Lango, is still bullish on everything AI. But that doesn鈥檛 mean just investing in the…
Lessons From the AI Genius Who Tried to Outsmart the 蜜桃传媒
We鈥檒l take a closer look at how Situational Awareness went from one of the hottest hedge funds on Wall Street to a forced liquidation in…
The Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July’s semiconductor crash was not random. Here is the forced-liquidation mechanic behind it 鈥� and why the fundamentals never blinked.
SpaceX’s AI Bottleneck Could Mean Bigger Gains Ahead
In today’s Friday Digest takeover, Eric explains why comments from SpaceX’s first earnings call may have revealed one of the AI boom’s biggest emerging bottlenecks…
4 Stocks That Could Profit From SpaceX’s Biggest Problem
Today, Eric Fry will show you why Elon Musk believes memory (not money) is becoming AI’s biggest constraint and how that shortage could reshape the…
The 7 Stages of the Jobpocalypse and How to Spot What Comes Next
A new framework to track AI jobs losses… last call for Luke Lango’s #1 AI Megadeal… Wall Street’s voice-phishing nightmare… the identity-security stock riding it…
鈥淲here鈥檚 the Beef鈥� in This AI Earnings Boom?
When earnings season rolls around, it鈥檚 my job to look past the distractions and answer one simple question: 鈥淲here鈥檚 the beef?鈥�
The $3 Trillion AI Stock I’d Dump Right Now 鈥� and What to Buy Instead
In today’s Smart Money, I鈥檇 like to explain why, despite Amazon鈥檚 earnings beat, I鈥檓 not changing my 鈥淪ell鈥� rating on the company 鈥� and why…
SpaceX鈥檚 First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX鈥檚 first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawk鈥� the ADP jobs report comes in soft鈥� the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In today鈥檚 Smart Money, let鈥檚 take a look at SpaceX鈥檚 earnings. Then, we鈥檒l explore where the biggest opportunities may emerge as this new space economy…
5 AI Infrastructure Stocks to Buy the Dip
A single piece of writing about the situational awareness of AI models blew up the internet in late July, the AI infrastructure complex went into…
The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk鈥� the sector actually carrying the load鈥� and the guy who keeps building things nobody saw coming
How to Find the Next AI Opportunity Before Apple Does
Sometimes the biggest clues about the future of AI come from the acquisitions the tech giants make. That鈥檚 why I asked my colleague Luke Lango…
Luke Lango and Louis Navellier Rank the Best AI Stocks to Buy Right Now
AI infrastructure stocks are down sharply this summer, but the businesses behind them are accelerating. Luke Lango breaks down six sectors and where the real…
The AI Boom鈥檚 Next 2 Winners May Surprise You
Rob and I discussed the recent semiconductor rout, Wednesday鈥檚 capitulation day and why he believes the volatility has created new buying opportunities. In fact, he…
AI Prices Just Fell 280-Fold 鈥� Now What?
The next Peter Thiel moment is here鈥� AI’s price crash is rewriting the rules鈥� tracking the usage/price 鈥渆scalator鈥濃�� a 鈥渞eal world鈥� stock list that benefits…
How to Think Like the Investors Who Bought Google Early
Today, Luke Lango breaks down the simple framework he uses to evaluate young companies before they become household names.
Berkshire Hathaway Upgraded, Carvana Downgraded: Updated Rankings on Top Blue-Chip Stocks
During these busy times, it pays to stay on top of the latest profit opportunities. And today鈥檚 blog post should be a great place to…
LinkedIn鈥檚 Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
SpaceX Needs Growth鈥� Here Are 7 Companies It Might Buy
SpaceX will continue snapping up companies… and many will be public firms investors like you can buy before it happens. In today’s issue, I will…
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI’s biggest bottleneck.
8 鈥� 10 of 240 results
