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Three Stocks for the AI Infrastructure Boom
114% gains on POET from Jonathan Rose… where heâs looking now⌠the electricity grid that can’t keep up… how Brian Hunt is investing⌠Nvidia’s quantum…
The AI Shopping Shift Separating Retail Winners From Losers
Today, Iâd like to detail a perhaps unexpected winner of the AI Revolution. Itâs a cyclical sector that investors often hate for its unpredictable returns…
Inside the Arctic Data Center That Could Change How Wall Street Trades
Wall Streetâs smartest, best-funded firms have all reached the same conclusion: the future of trading belongs to machines that can read patterns in market data…
What This Week’s Earnings Really Tell Us About AI
Iran talks stall and oil climbs⌠the real question inside Big Tech earnings⌠why the Mythos breach changes things⌠and what it means for your…
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.
Copperâs Mixed Signals Are Your Next Big Opportunity
Letâs make Dr. Copper our patient today and examine its recent movements. After all, demand-driven and supply-driven spikes lead to very different outcomes for investors.…
The Real Long-Term Shortage Isnât Oil â Itâs This
The AI boom is leading to a massive computing crunch⌠electricity bills are skyrocketing⌠but arenât the hyperscalers supposed to pay?… invest in the âAI…
Donât Buy the Railroads. Buy the Campbellâs.
In this issue, weâll show you exactly how a market shift is already beginning to play out â including one under-the-radar AI âapplierâ weâre giving…
Tesla Vs. Vertiv â Which One Should You Buy After Earnings?
Tesla, Inc. (TSLA) and Vertiv Holdings Co. (VRT) both released results yesterday â and in doing so, revealed exactly where investors are still getting AI…
These AI Patterns Are 100x More Important Than the Strait of Hormuz
Yesterday, we looked at how AI is starting to uncover patterns in market data that most investors simply canât see. Today, Keith Kaplan takes that…
AI’s $700 Billion Question
Alphabet says AI demand is outrunning supply ⌠AWS logs its fastest growth in four years ⌠Meta beats but pulls back 10% ⌠and…
3 Stocks to Buy Immediately, According to AI
Over the past year, youâve seen me talk a lot about AI-powered investing. These systems can churn through enormous amounts of data and detect patterns…
Gold or Silver â Which Do You Buy Right Now?
The gold-to-silver ratio resets to equilibrium⌠Luke’s case for a silver melt-up⌠Eric’s case for gold⌠the fiscal disorder fueling the longer-term bet⌠so, which…
The Software Crash Thatâs Creating the Next 1,000% Winners
Mythos isnât just a better chatbot; it’s a signal that AI has crossed an important threshold, moving from a tool that responds to instructions⌠to…
Palantirâs Biggest Rival Revealed
In this weekâs Navellier ĂŰĚŇ´ŤĂ˝ Buzz, I explain what investors are actually rewarding this earnings season. Then, I reveal Palantir Technologies Inc.âs (PLTR) biggest rival,…
War, Watts, and the AI Buildout That Won’t Stop
On this week’s Being Exponential, Luke connects the dots between the Iran blockade, orbital compute, prediction markets, and the biggest headwind facing AI stocks right…
The AI Story Is Changing â And So Will the ĂŰĚŇ´ŤĂ˝ Leaders
In todayâs ĂŰĚŇ´ŤĂ˝ 360, I want to explain what AI agents really are, how they emerged so quickly and why they could become far more…
The Nvidia Acquisition Rumor Shouldn’t Be Ignored
The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition.
Middle East Talks Break Down â What Happens Now
Diplomatic efforts fail in the Middle East⌠rate cuts arenât coming any time soon⌠the Fed’s hands are tied⌠copper’s case gets stronger
Donât Let a Divided Federal Reserve Distract You From the Next Wave of AI
âI wonât see you next time.â Thatâs how Jerome Powell concluded the press conference after his final Federal Open ĂŰĚŇ´ŤĂ˝ Committee meeting as Federal Reserve…
Earnings Season Just Proved the AI Economy Is Splitting in Two
The companies building, powering, connecting, and computing for the AI era are operating in an environment of structurally constrained supply against structurally growing demand… the…
What the PCE Is Really Telling Investors Today
The ceasefire is fragile â but appears to be holding… this morning’s PCE confirms inflation is creeping higher… and what investors should be thinking about…
The Biggest AI Story You Missed
Claudeâs Mythos causes cybersecurity stocks to tank⌠the quantum threat to online security is coming fast⌠how Jonathan Rose is playing it⌠has the energy…
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