Ranked #1 podcast on iTunes financial/business.
Frank cuts through the mainstream noise to reveal what’s really moving these markets.
One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.
Alphabet (GOOG) just locked in nuclear power for the next two decades, yet uranium stocks are still trading near their lows. Here's why the deal could be the spark the sector needs, and 2 stocks to watch.
AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here are six stocks we're watching across the AI power 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.
After spending years lagging the broader market, small caps are starting to quietly outperform Big Tech. And AI may be the reason. Here's what investors should watch.
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.
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power shortfall shows why companies with secured grid capacity could become the next major AI trade.
Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records, and other legacy datasets. Here's what it means for investors.
AI is fueling a power crisis—and the biggest winners aren't chipmakers. Discover why two under-the-radar sectors could deliver the next wave of massive gains as AI's energy demands surge.
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.
AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.
The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.
Big Tech is preparing to spend more than $1 trillion a year on AI infrastructure. But the power needed to bring those projects online is in short supply. Companies sitting on power capacity could hold a major advantage.
Yet one of the biggest investing problems hasn’t changed: By the time a great investment looks obvious, the largest gains may already be over.
In this free guide, we reveal the biggest edge you can have as an investor. Plus, give you six principles for finding great stocks early.
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