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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…
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.
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…
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…
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…
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 $3 Trillion AI Stock I’d Dump Right Now â and What to Buy Instead
In today’s Smart Money, Iâd like to explain why, despite Amazonâs earnings beat, Iâm not changing my âSellâ rating on the company â and why…
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…
SpaceX Revenue Jumped 92%, but This Supplier Could Be the Bigger Winner
In todayâs Smart Money, letâs take a look at SpaceXâs earnings. Then, weâll explore where the biggest opportunities may emerge as this new space economy…
Microsoft Has the AI Backlog, But This Company Has the Returns
Letâs take a look at why Wall Street may be celebrating AI profits before they actually arrive. Then, Iâll share one company that is already…
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…
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…
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.
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…
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…
How to Find the AI Companies Big Tech May Buy Next
My colleague Luke Lango studies where the AI boom is going next â and which young companies are building technologies the Big Tech giants may…
Most Startup Pitches Sound Great, so Here’s How to Find the Real Opportunities
Over years of studying some of history’s greatest venture capital successes, Luke Lango has developed a straightforward framework for evaluating young companies before they ever…
Why “Good Enough” AI Is Becoming a Big Problem for Chip Stocks
In todayâs Smart Money, weâll look at why Chinaâs latest development has rattled the semiconductor sector and what it means for investors. Weâll look beyond…
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.
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.
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 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…
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.
Why “Boring” Could Be Your Best Investment
âBoringâ isnât just safe. Or reliable. Itâs strategic. Especially when everyone else is chasing excitement. ĂŰĚŇ´ŤĂ˝s have a habit of rewarding discipline long after they…
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