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The Cerebras IPO Just Showed Us Exactly What’s Coming With SpaceX

Cerebras was the warning. SpaceX, OpenAI, and Anthropic could bring the same AI IPO lockup risks at a far bigger scale.

SpaceX Is Going to IPO: Here’s the Case for Not Buying at the Open

I invited Jonathan Rose to explain his thoughts, using the collapse of Figma stock after its IPO as the blueprint.

The Pentagon Is Betting $200 Billion on These Companies

In today’s essay, I’m breaking down exactly where I see the next opportunities emerging in drone stocks – and how we’ve used one system I’ve…

The $3 Trillion IPO Trap

Iran stops negotiations… how high could oil go?… Jonathan Rose’s three IPO red flags… Elizabeth Warren pushes AI taxes and higher capital gains taxes… the…

Building a Repeatable, Active Trading System: A Framework for Discipline, Risk, and Review

Most active traders don’t lose money because they’re bad at picking direction. It’s because they don’t have a system — a repeatable process that tells…

They Robbed Us With Figma, and Now They’re Setting Up the Same IPO Trap Again

In today’s Friday Digest takeover, Jonathan breaks down what happened after the highly anticipated Figma IPO – a stock that soared out of the gate…

SoftBank Calls AI 50x Bigger Than Dot-Com — Here’s Who Actually Profits

To understand why Masayoshi Son is so confident in AI’s future, it’s worth taking a closer look at where SoftBank is actually putting its money…

While Everyone Else Is Chasing SpaceX, Buy These 3 Stocks Instead

Last week, my friend and colleague Jonathan Rose explained why investors should be careful about chasing a hot IPO like SpaceX. One thing I’ve learned…

What to Look For Before the SpaceX IPO

The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything

Don’t Buy the SpaceX IPO. Do This Instead…

In today’s Market 360, I’ll tell you why I’m steering clear of the SpaceX IPO for now… why Wall Street’s excitement may have more to…

Skip the Oura Ring IPO. Buy These 10 Stocks Instead.

Oura Ring’s IPO looks like Peloton in 2020 — great product, dangerous price. Ten public wellness stocks own the real trade.

These Two Oil Signals Just Fired Together… Here’s the Trade

I want to give you something more useful than a prediction. I want to show you exactly how I read an oil market under stress…

5 Stocks Riding the AI Buildout’s Reinvention Playbook (and 1 to Avoid)

Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says…

The Nobel Prize-Winning AI That’s Coming for the Stock Market

The AI rewriting medicine is the same AI now applied to 47 years of quant investing data — and the backtested results are extraordinary.

3 Stocks That Could Benefit Before the SpaceX IPO Even Happens

Today, Jonathan will explain the “family” of stocks surrounding the headline IPO itself. He also highlights three stocks already linked to the SpaceX thesis and…

The Biggest Edge I’ve Found in My 47-Year Career

First, let me take you back to the early 1970s when I had my first “eureka moment” about how machines could crack the secrets of…

AI Could Help You Live Longer – and Invest Smarter

Many investors think of AI as a story about chips, software, and the companies building the technology. But its biggest impact may be far broader…

The Robotics Stock Nobody’s Talking About Already Has a $23 Billion Backlog

Even as Tesla breaks ground on a dedicated Optimus factory, I see a compelling alternative. It’s a company that directly competes with Optimus… but unlike…

Forget the SpaceX IPO — Own These 3 Stocks Instead

A lot of investors are asking on question right now: “How do we invest in Neuralink?” But when we see money flooding into a new…

When the Market Panics, These Traders Get Rich – Here’s How…

If some random person at dinner told me he was pulling triple-digit gains from the market in days or weeks, I’d probably raise an eyebrow…

These Breakouts Are Coming

Silver coils for a breakout… the Ferrari/Honda math behind the drone boom… why Yardeni says FEMO beats FOMO…

The Four Signs a Company Is About to Be Destroyed by AI

Today, my colleague Jonathan Rose is joining us to break down the four warning signs he found in nearly every major AI casualty before the…

These Four Stocks Could Do What Cisco Did in 2000

I’ll show you four stocks that are prospering from the AI buildout beyond NVIDIA and Micron and why I believe the AI boom is broadening…

Don’t Let This Pullback Shake You Out of Great Stocks

Last week, the S&P 500’s nine-week winning streak came to an end as all three major indexes pulled back. What’s more, concerns are rising that…

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