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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.
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 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.
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 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…
Here鈥檚 What My System Says About 4 Big Tech Stocks Before Earnings…
I鈥檒l set the table for the earnings season so far, and then we鈥檒l put this week鈥檚 four Big Tech reporters to the test and see…
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.
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 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…
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…
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…
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…
Is the Biggest AI Selloff in Years a Turning Point? The One Chart to Watch
In 1962, the ticker ran two hours behind a panic that erased 27% and then vanished within 14 months. Luke Lango breaks down why this…
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…
Investors Are Looking at AI the Wrong Way
Investors don’t just react to earnings reports or economic data. They react to headlines. They react to what everyone else is buying. They react to…
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…
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 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…
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.
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.
Space Stocks Crashed in July. Their Businesses Didn鈥檛.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
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…
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