The easy AI hyperscaler trade is over
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.
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.
The ‘stablecoin threat’ banks don’t want you to know about
The Clarity Act sparked backlash—but the real fight isn't about crypto regulation. It's about banks protecting deposits and interest income from stablecoins. Here's what investors need to know.
Big banks are quietly printing money—and there’s way more upside
Big banks just reported excellent earnings—and the upside is just getting started. Here's why this is the best environment for financials in 30 years… and how investors can profit.
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 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?
Bitcoin’s selloff sets up the next big rally
Bitcoin has just gone through one of its ugliest stretches in years. But this is exactly the kind of setup that tends to precede huge crypto rallies. Here's why… and how investors should play the situation.
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.
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.
The broken vacation rental market creates a rare early-stage opportunity
Rising travel fees are creating an opening for new platforms. Here's why Savvy's model, traction, and leadership make it an intriguing early-stage investment.
The U.S. and China are in a data center arms race
Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market.
This tiny disruptor is giving Airbnb and Vrbo a run for their money
Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision.
Search by
