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What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives
In todayâs Smart Money, Iâll look at the signs that AI is moving toward AGI â and which companies are helping make that future possible.
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In todayâs Smart Money, Iâll show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
AIâs 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. Thatâs why itâs essential for investors…
Scarcity Is the New AI Trade
Today’s guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies…
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…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund â or a mountain of leverage â to profit from the AI Revolution. Tom Yeung lays out…
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…
These Shortages Could Fuel AIâs Next Winners
Wall Street spends a lot of time debating which company will build the smartest AI. But my colleague Eric Fry is asking a much more…
Why the AI âFreight Trainâ Is Still Gathering Steam
The better the numbers get, the more Wall Street worries that weâve reached the peak. But my guest on this weekâs Navellier ĂŰĚŇ´ŤĂ˝ Buzz, Adam…
How to Build an AI Portfolio That Actually Holds Up
Today, we turn to Luke Lango, InvestorPlaceâs lead technology analyst, who will explain how the AI trade now spans multiple layers â including chips, cloud…
âWhereâs the Beefâ in This AI Earnings Boom?
When earnings season rolls around, itâs my job to look past the distractions and answer one simple question: âWhereâs the beef?â
AI Is Creating More Winners Than Investors Can Track
AI stocks now span chips, agents, memory, power, and software. The challenge is choosing which belong in your portfolio.
4 AI Stocks We Think Can Survive the Shakeout
After watching the spectacular rise â and equally spectacular collapse â of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual…
Lessons From the AI Genius Who Tried to Outsmart the ĂŰĚŇ´ŤĂ˝
Weâll 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 AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceXâs AI buildout, spotlighting the HBM and DRAM shortage â and stocks positioned to benefit.
AI Prices Just Fell 280-Fold â Now What?
The next Peter Thiel moment is here⌠AI’s price crash is rewriting the rules⌠tracking the usage/price âescalatorâ⌠a âreal worldâ stock list that benefits…
Space Stocks Crashed in July. Their Businesses Didnât.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
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…
SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
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…
Donât Get Distracted from the $22 Trillion AI Opportunity Ahead
Today, letâs keep our eyes on the road and follow the winding AI opportunity â from the jobs it will transform to the companies supplying…
The Mag 7âs $10 Trillion Blind Spot⌠and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that Iâm going to discuss is everywhere in our modern lives. But you canât touch or…
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.
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 doesnât mean just investing in the…
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