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The AI Capex Bear Case Just Lost Its Best Argument

The AI economy needs less than two days to add $1 billion in revenue. A year ago, it needed 180. Bears, take note.

The AI Trade Has Three New Problems

SpaceX fades just as the data predicted… the political flood accelerating toward your portfolio… the Fed’s first hike call and what it means for AI…

The Two Forces Creating One Massive Energy Bull Market – and How to Join It

In today’s Smart Money, let’s examine two forces and the market opportunities they’re uniquely creating in the energy sector Then, I’ll show you how to…

The Agentic AI Tax: Who Pays and Who Profits

The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.

Grantham’s 70% Crash Call Has a Problem

Is a 70% crash coming?… Grantham’s track record problem… what a 1992 magazine cover got right… the FOMO that isn’t there… the earnings pushback against…

5 AI Stocks Wall Street Is Selling That You Should Be Buying

While the market was busy selling AI stocks, these stocks were reporting some of the strongest numbers of the entire AI Boom.

Micron’s Run Looks Unstoppable. Here’s the One Number We’re Watching.

Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will…

The Most Important Lesson From the SpaceX IPO

I’ll explain why I passed on the IPO – and give you one space stock my system currently rates a “B” that just got cheaper…

2 More Stocks to Buy for the AI Convergence

Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools. And it’s creating a new kind of “trading convergence” that…

SpaceX Created the Chaos. Louis Found the Opportunity.

Louis Navellier has been watching the SpaceX IPO closely — but not because he’s tempted to buy it. What he finds fascinating is how markets…

The Space Stocks That Got Cheaper for No Good Reason

SpaceX stock fell back to $150 after its IPO surge. The proxy selloff created a dislocation – and one ‘A’-rated space stock just got cheaper.

Don’t Chase Bitcoin – Own the Companies Powering AI

Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose. Today, he explains…

The Real Story Behind the Disappointing Jobs Report

Payrolls crash to 57,000… why markets cheered anyway… the trend Warsh actually needs to see…

Don’t Mistake the Pullback for the Peak: Why This AI Selloff Is a Gift

Amid the AI selloff, everybody is screaming “bubble,” but the data says this bubble hasn’t even started inflating yet.

The Average SpaceX Investor Is Now Losing – These Investors Aren’t

The AI energy trade has plenty of room to run… what’s behind a 50%+ surge in this stock last Thursday… the average SpaceX investor is…

The One Word That Predicts Which Companies Win

When analyzing new investment opportunities or evaluating existing positions in your portfolio, ask yourself these two questions…

The Inspector’s Eye: How We Read Past the Sticker Price on AI’s Biggest Movers

Luke Lango and the team explain EBIT vs. EBITDA and break down buy zones on optics stocks, BWXT, Bloom Energy, and Micron in this week’s…

Why AI Becoming “Good Enough” Changes Everything for Investors

The biggest winners of AI’s next phase may not be the companies building the fastest chips or the largest AI models. Instead, they may be…

Is AI Cracking – or About to Break Out?

As I write on Monday morning, AI stocks are jumping, a welcome change from last week’s selling pressure. Still, AI has felt different recently.

Halfway Through 2026: My Calls That Are Already Paying Off

Now that we’re in the back half of 2026, I want to focus this Smart Money on how three of my forecasts are holding up.…

One Mag 7 Killer Hiding in Plain Sight

Since the early AI revolution, the Magnificent Seven companies have been sat securely on the throne. But their seat is soon to be usurped. We are starting to see a rotation out of some of the highest profile,…

The $2 Trillion Question Nobody’s Asking About the SpaceX IPO

Does an IPO like SpaceX actually serve retail traders? Today, I want to answer that question – and show you where the real opportunities are…

Why You Should Be Proud to Be an American Investor

America’s everyday abundance still shocks people who did not grow up with it because that abundance is not an accident. It is the result of…

One Space Stock to Buy Today

Rocket Lab makes its biggest move… Louis’ top space stock right now… why the OpenAI delay is actually bullish for AI investors

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