These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market.
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more.
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.
Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium.
A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.
John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.
Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.
$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.
Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!
Mining legend Ivan Bebek breaks down his latest project, 10 years in the making—including Peru's incredible mining opportunity… the "who's who" of mining investing alongside him… and why this could become the world's largest copper mine.
If you use P/E ratios to gauge valuation, you might be missing the bigger picture—and overlooking some of the market's best opportunities. Here's what to look at instead… and an "expensive" stock that's a buy on any pullback.
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.
Iran reportedly suspended indirect talks with the U.S. and is threatening to completely block the Strait of Hormuz. That matters because roughly 20% of the world's oil flows through this narrow chokepoint. Here's what it means for oil prices, energy…
The U.S. is tightening sanctions on Iran's oil network. But Iranian barrels are still moving through China and a shadow fleet of tankers, shell companies, and middlemen. Here's why that fragile workaround system matters for crude prices—and energy stocks.
The latest economic data has revived fears of stagflation—a painful mix of weak growth and stubborn inflation. But today's economy isn't the 1970s. Here's what the numbers actually say… and what investors should watch next.
An Iran deal won't solve high oil prices—and that's good news for energy stocks. Plus, the Fed should use this overlooked tool to lower interest rates… Does stopping out change a thesis? … And are drones the next Trump trade?
AI is this century's gold rush—and the biggest fortunes will once again go to the companies selling the "shovels." These seven sectors are providing the energy and infrastructure to power the AI boom.
