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240 results for CEA
The Stocks Taking Off Now
Here’s the truth most investors are missing… What’s happening in the market right now isn’t “risk off.” It’s rotation.
The Hidden Wealth Transfer Inside the AI Revolution
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the ‘peak AI’ thesis with accelerating revenue, record margins, and expanding AI capex.
The $110 Billion Bet on Super AI – and the Moves to Make Now
In today’s Smart Money, let’s take a look at who’s funding the future of superintelligence. Then, I’ll share my three-pronged portfolio strategy that will help…
Block’s Layoffs Reveal the Dark Side of the AI Economy
Jack Dorsey says AI made thousands of jobs obsolete. The ripple effects could reshape the entire labor market.
The Stock Everyone’s Buying That AI Will Destroy
I want to bring to your attention a streaming giant that accounted for over 95 billion hours of viewing time in the first half of…
The AI Acceleration Curve Just Went Vertical
New benchmarks suggest AI acceleration is speeding up rapidly – and the economic consequences could be enormous.
The OpenAI IPO Could Be the Biggest AI IPO Ever
A wave of AI IPOs – from OpenAI to Anduril – could soon give investors access to the companies building artificial intelligence.
2 Breakout Stocks to Buy Immediately
Today, I’d like to share two stocks that demonstrate the power of Luke’s Breakout System – companies with hidden catalysts that could be entering the…
Front-Running Federal Investment: The Next Strategic Stocks
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
AI’s “Gray Swan” Risk
Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the…
“Buy the Dip” in This Megatrend?
Drones are down – is this a good entry point?… how Jonathan Rose sizes up the opportunity set… the economics behind humanoids aren’t good for…
The Market Isn’t Flat. It’s Rotating – And AI Is the Trigger
AI is driving a massive stock market rotation. Why software stocks are falling – and hard assets are suddenly winning.
The Stocks Poised for a Breakout
Our old warning about Adobe… Luke Lango and “the flip side”… why price is all that matters in today’s AI world… the power of stage…
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
2 AI Stocks to Buy Before a Rebound
A second wave of indiscriminate selling is now creating even more compelling entry points for select Stage 2 firms. Let’s look at two…
U.S. Strike on Iran: What Operation Epic Fury Means for Markets
Operation Epic Fury reshapes Iran’s regime. We break down oil risks, market reaction, and the AI defense surge.
2 AI Stocks to Buy on This Pullback
Today, we’re discussing “Stage 2” AI firms. These companies provide the experience of using AI – the products and services that come after the “Stage…
Your Job Is Now Competing With a $20 AI Subscription
Millions of jobs are at risk of displacement. Understand Engels’ Pause and why joining the capital class is your only defense.
Three Stocks Insiders Are Selling in Droves
Like a house sitting on a sandy cliffside during a storm, no company in history has ever maintained ultrahigh prices forever. And when that happens,…
The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers’ spending makes economic sense.
RIP The Invisible Hand: Welcome to the Technological Republic
The era of the Invisible Hand is ending as Washington fuses state power with Silicon Valley to win the AI race. Discover how the Technological…
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