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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…
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…
4 AI Stocks We Think Can Survive the Shakeout
After watching the spectacular rise 鈥� and equally spectacular collapse 鈥� of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual…
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…
These Shortages Could Fuel AI鈥檚 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…
What 3 AI Billionaires See Coming and the Stock to Invest in Before It Arrives
In today鈥檚 Smart Money, I鈥檒l look at the signs that AI is moving toward AGI 鈥� and which companies are helping make that future possible.
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 Mag 7鈥檚 $10 Trillion Blind Spot鈥� and 3 Stocks to Buy for It
One of the greatest bottlenecks of the AI Revolution that I鈥檓 going to discuss is everywhere in our modern lives. But you can鈥檛 touch or…
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…
Four Actionable Stock Ideas From a Legendary Investor
In today’s Digest, Brian Hunt highlights several themes he’s watching closely, shares a handful of stocks that have caught his attention, and explains what recent…
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.
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…
How My “Against-the-Grain” Approach Finds AI’s Hidden Winners
In today鈥檚 Smart Money, I鈥檒l show you why the raw materials behind the AI boom could be one of its most overlooked opportunities. Then, like…
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…
4 AI Stocks Built to Outlast the Hype
Fortunately, you don’t need a billion-dollar hedge fund 鈥� or a mountain of leverage 鈥� to profit from the AI Revolution. Tom Yeung lays out…
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.
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.
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…
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.
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 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…
The Fed Holds 鈥� But Is a September Hike a Lock?
The Fed holds rates steady鈥� Warsh puts on a masterclass in saying nothing鈥� why AI might keep a rate hike at bay鈥� two more hyperscalers…
Big Tech鈥檚 Tab Is Running Up 鈥� But Who Is Profiting?
In today鈥檚 蜜桃传媒 360, I鈥檒l examine the enormous AI tabs being run up by four of the world鈥檚 biggest technology companies and show you which…
China Targeted MP Materials for a Reason
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
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