This hyperscaler is a better buy than SPCX

Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Netflix (NFLX) on this selloff? … And looking for dividends? Check this sector.

Uranium

Uranium is at an inflection point

After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.

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.”

More on Curzio

CoreWeave is in freefall—is it time to buy?

Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move.

The big bank trade is over

The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more.

Stocks finally have real competition

For years, near-zero rates pushed investors into stocks. Today, cash and bonds offer attractive returns again—changing the market's risk/reward setup and giving investors more reason to be selective. Here's what it means for your portfolio.

Did Google just revive the nuclear trade?

Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more.

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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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