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This deal checks every box:

  • A massive, broken market begging for disruption…
  • A business model that solves those pain points…
  • A founder with multiple successful exits up to nine figures…
  • And real, early traction.

After digging into the numbers, Frank personally invested $100,000 into this deal.

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AI

The easy AI hyperscaler trade is over

Frank Curzio
By Frank CurzioJanuary 26, 2026
AI

For most of the past year, AI was treated as a rising tide that would lift all hyperscalers. But that setup is quietly breaking. Let's look at why… and what to look for in the real AI winners.

Big Tech

Is the Mag 7 trade falling apart?

Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

Ep. 1315

Is the Mag 7 trade falling apart?

Big Tech's big valuation gap. Plus, wrapping up Davos… General Electric's (GE) post-earnings selloff could be a warning sign… Will AI kill the software sector? … Bitmine Immersion Tech's (BMNR) Mr. Beast investment… And an investing lesson from natgas's surge.

Read more
Ep. 1313

These sectors could be the next ‘Trump trades’

Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.

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Ep. 1311

Trump’s new $1.5 trillion budget is great for this sector

These stocks will thrive on Trump's new budget. Plus, Energy Secretary Wright's speech… A metric more important than valuation… Are Gap (GAP) and Nike (NKE) buys?... And a heavyweight investor just took a huge position in this retailer.

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Ep. 1307

These sectors are poised for major upside in 2026

Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.

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Ep. 1305

The Fed just quietly confirmed QE is back

Key takeaways from the Fed meeting: Quantitative easing is back. Plus, Disney's (DIS) OpenAI partnership… Why Oracle (ORCL) is tanking… Steve Eisman on what could shrink AI demand… And 3 reasons this small AI stock is poised to surge.

Read more

Most Popular in WSU Daily

More in WSU Daily

These sectors could be the next ‘Trump trades’

Which sector will Trump disrupt next? Plus, the Netflix (NFLX)/Warner Bros. (WBD) deal… Coinbase (COIN) vs. the Clarity Act… Boeing (BA) tailwinds… Taiwan Semiconductor's (TSM) earnings… Apple (AAPL) and Alphabet's (GOOG) partnership… And a Mag 7 trade.

Netflix

Netflix is dead

Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment?

2026

Frank’s No. 1 stock pick for 2026

This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI.

Is AI in a bubble?

Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.

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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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