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240 results for peet

Three Stocks for the AI Infrastructure Boom

114% gains on POET from Jonathan Rose… where he’s looking now… the electricity grid that can’t keep up… how Brian Hunt is investing… Nvidia’s quantum…

We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds

From running… to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat…

3 Stocks to Buy Immediately, According to AI

Over the past year, you’ve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…

The AI Infrastructure Stocks No One Is Watching

AI infrastructure stocks are entering a new phase as semiconductor bottlenecks emerge. Mature node chips are what’s driving the next wave.

Here’s How to Pivot From EV Headwinds to Robotics Tailwinds

While Tesla is lagging behind in building robots for the future, this particular company is already printing money with robots today…

The AI Story Is Changing – And So Will the ÃÛÌÒ´«Ã½ Leaders

In today’s ÃÛÌÒ´«Ã½ 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…

The Rise of Custom AI Chips Is Breaking Nvidia’s Grip

Custom AI chips are replacing Nvidia GPUs for inference. Here’s how Big Tech is shifting — and which companies benefit most.

The Real Long-Term Shortage Isn’t Oil – It’s This

The AI boom is leading to a massive computing crunch… electricity bills are skyrocketing… but aren’t the hyperscalers supposed to pay?… invest in the “AI…

The Biggest AI Story You Missed

Claude’s Mythos causes cybersecurity stocks to tank… the quantum threat to online security is coming fast… how Jonathan Rose is playing it… has the energy…

Why Great Earnings Don’t Always Boost Prices

Progress in the Middle East unravels over the weekend… TSMC’s perfect earnings report fizzles… great reports from the banks go nowhere… how to trade this…

What the AI Demand Data Says That the ÃÛÌÒ´«Ã½ Doesn’t

AI stocks have been falling, but demand is accelerating. A rare disconnect is opening up in the AI infrastructure trade.

We Saw the Quantum Threat Before the Headlines Did

Earlier this week, during our Masters in Trading Live sessions, we walked through an emerging collision that almost nobody in the trading world is paying…

We’re Not Done With AI – We’re Playing It Differently

The shift away from tech at the height of its dominance is a profitable one that we’ve seen play out before. In today’s Smart Money,…

2 Stocks to Buy and 2 to Sell, According to Insiders 

Today, I’d like to offer you several buy and sell recommendations from my own favored signal: those from insider transactions. 

Quant Ratings Updated on 112 Stocks

Today, I want to briefly discuss the current situation between the U.S. and Iran. Then I’ll tell you about the bigger shift I think will…

What Anthropic’s Latest Model Signals for Investors

In today’s Smart Money, let’s examine the latest AI developments that are leading the push toward AGI. Then, I’ll share my three-part investment strategy you…

The New Weapon Changing Warfare (and ÃÛÌÒ´«Ã½s)

In today’s ÃÛÌÒ´«Ã½ 360 issue, I want to look at this major shift in modern warfare, how AI is pushing it further and tell you…

Are Small Caps Ready to Run?

If you follow me at all, then you know that I’ve always described small caps as bunnies. They sit for a bit, not doing much,…

Rate Hike Odds Top 50% – And That’s Not the Only Warning

ÃÛÌÒ´«Ã½s flip to rate-hike odds for the first time this cycle… OpenAI kills Sora as AI monetization wobbles… private credit investors race for the exits……

One Path for How This War Ends (And What ÃÛÌÒ´«Ã½s Are Missing)

Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…

Before AI Takes Over the C-Suite, Follow the Money Behind It

In today’s Smart Money, we’ll unpack how this shift is redefining Meta’s broader AI strategy and further examine the widespread deployment of AI agents. Then,…

Anthropic’s Claude Mythos Leak Is Bigger Than You Think

Anthropic’s Claude Mythos leak reveals a major AI breakthrough – boosting infrastructure stocks while putting SaaS business models at risk.

The AI Boom Just Hit Its Next Bottleneck

Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…

Why the Fed Isn’t Cutting Rates – And What’s Changed

In today’s ÃÛÌÒ´«Ã½ 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.

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