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The $152 Billion Reason Earnings Look So Strong
The 47% earnings headline has an asterisk鈥� the sector actually carrying the load鈥� and the guy who keeps building things nobody saw coming
How Two Smart Investors Missed Google 鈥� and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
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.
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.
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…
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…
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 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…
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…
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�
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…
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.
The Fed Didn’t Raise Rates Wednesday 鈥� So Why Did the 蜜桃传媒 Plunge?
We鈥檒l break down the Federal Reserve鈥檚 latest interest-rate decision, what Fed Chairman Kevin Warsh revealed about the debate inside the central bank and why Wall…
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.
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 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…
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…
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…
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.
More Traders Predict a Fed Hike. Don’t Bet On It
Kashkari goes full hawk鈥� the ADP jobs report comes in soft鈥� the FedWatch Tool says hike, but what will Warsh say?… why 3 analysts are…
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…
How to Profit From Wall Street鈥檚 Next Fireworks Show
I鈥檒l explain why the foundation beneath this market remains solid, why corporate earnings are poised to deliver plenty of fireworks and how my Precursor Intelligence…
Apple鈥檚 Real AI Strategy Is Hiding in Its Acquisition History
Apple is searching for specialized AI technology. Q.ai shows why early investors may benefit before an acquisition is announced.
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