Why I’m scooping up more WRAP
Why I'm buying more Wrap Tech (WRAP) after earnings. Plus, is it time to buy Disney (DIS) on the pullback? … The surprising sector boosting AI… A quick AI earnings rundown… And a 10x opportunity in the biotech space.
Category: Artificial Intelligence
This social media stock could surge 3x
Snap (SNAP) is soaring—and there's much more upside. Plus, Mamdani's win: How Democrats won over young voters… What Tapestry's (TPR) results prove about consumers… Caterpillar (CAT) is now an AI play? … And a beaten-down retailer poised for a bounce.
Microsoft’s CEO just confirmed our AI power thesis
Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move.
Big Tech’s earnings just settled the AI ROI debate
What Alphabet (GOOG) and Microsoft's (MSFT) record results say about AI's real ROI. Plus, why Powell spooked the market… Is Meta's (META) pullback a buying opportunity? … And a SCREAMING BUY in the healthcare sector.
Everyone’s watching rates—but they’re missing the real Fed signal
Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate.
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.
The AI bubble debate: What investors need to know
Is AI in a bubble? … Is Netflix (NFLX) a buy? … Galaxy Digital's (GLXY) best quarter ever… Travis Kelce's Six Flags (FUN) investment… The surges in Beyond Meat (BYND) and Apple (AAPL)... And DigiPower X's (DGXX) hedge fund love.
We called it: The tiny AI power play Wall Street finally noticed
Citadel just took a stake in DigiPower X (DGXX)—the small-cap energy company we called early. Here's why this tiny power company is one of the market's best AI infrastructure plays.
The Fed’s latest move will send stocks surging
The Fed just pulled a surprisingly bullish move. Plus, OpenAI sexbots… Trades on the China trade war… The government shutdown… A strong buy in regional banking… The government's $15B crypto seizure… And a big bank with a Trump tailwind.
Are stocks in a bubble?
Ignore the fearmongers—the market is NOT in a bubble. Plus, big bank earnings… How Trump is fighting back against China's monopoly… The Trump investing playbook… And should you follow big money into crypto?
NVDA is on its way to a $7 trillion market cap
Why Nvidia (NVDA) could hit a $7 trillion market cap (and still be cheap!). Plus, AMD's (AMD) turnaround… Is Delta (DAL) a buy? … Don't buy this gold stat… Bitcoin will hit $500k… And a Trump tariff winner.
The AI energy crisis is here
In our first-ever LIVE episode, Frank and Daniel reveal several stocks to play the AI energy crisis. Plus, will the government take more equity stakes? Are battery storage companies good investments? And is Oklo Inc. (OKLO) a good short?
Gold and Bitcoin’s surge = an important signal to investors
Gold and Bitcoin's push higher signals a major shift in sentiment. Plus, OpenAI just became the most valuable private company ever… Tesla (TSLA) isn't just an EV story… And our latest “Trump trade” is a left-for-dead healthcare giant.
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How To Profit From
The Trump Administration
From aggressive deregulation to pro-manufacturing policies, a focus on defense, and the landmark “Big Beautiful Bill” funneling trillions into the economy, Trump’s policies are already favoring specific sectors… And companies tied into those trends stand to benefit big.
What you'll get:
- 11 stocks that are perfectly positioned to ride this wave of political and economic momentum.