Why the Fed Isn’t Cutting Rates – And What’s Changed
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One Stock to Buy on Oil’s Wild Swings… and Two More in the Wings
To help protect your portfolios during this Middle East conflict, I’d like to highlight a Fry’s Investment Report holding that should do well, regardless of whether oil surges to…
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
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…
The AI Memory Crunch Has Begun
In today’s guest essay, Eric explains specific bottlenecks that created massive gains during past tech booms, and why the same dynamic may now be unfolding…
AI Is Running Out of Memory
AI may look like a software story. But in reality, it depends on physical inputs – and those don’t always keep up with demand. One…
No Memory, No AI – How to Play the Shortage
Micron’s memory technology is used, among other places, in artificial intelligence, data centers, computing, autos, and mobile devices. Today, the company is rallying as demand…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
The Iran War Revealed This New AI Truth
The AI era is moving faster than anything we’ve seen in market history. Investors who want to stay ahead of the megatrends that can create…
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
2 Stocks to Buy to “Future-Proof” Your Portfolio
At its core, the former gatekeepers of AI technologies are quickly seeing their dominance vanish… some from supply chains catching up, and others due to…
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
AI’s Next Bottleneck Is Driving These Stocks Higher
The S&P is stuck in neutral… one corner of the market that’s soaring… the other lucrative bottlenecks… financials are warning us… when is Bitcoin a…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
The New Doctrine Reshaping Global Markets
America’s foreign policy shift is reshaping defense, energy, and gold markets. Investors need a new geopolitical playbook.
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…
Eli Lilly vs. Novo Nordisk: A Tale of Two Stocks
In today’s Market 360, I want to walk you through this evolving rivalry – and show you why identifying true market leaders is critical in…
The AI Boom Just Hit Its Next Bottleneck
Jonathan Rose’s POET trade keeps climbing… he expects a multi-bagger… copper versus fiber in datacenters… Luke Lango with the datacenter investing sequence… why Eric Fry…
The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
What You’re Not Being Told About the AI Economy
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
While You’re Watching Oil, This Opportunity Is Slipping By
Oil ETFs often fail to track oil prices. Here’s why chasing oil can backfire – and smarter ways investors can approach the energy market.
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
The Next Big Trade Isn’t AI… It’s Prediction Markets
Prediction markets are exploding as a new way to trade real-world outcomes. With regulatory barriers falling and adoption surging, stocks like Robinhood (HOOD) and Coinbase…
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