Forget chips—these overlooked sectors are the real AI winners
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.
The biggest growth trends have a scarcity problem
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.
Wall Street is watching AI stocks. It should be watching AI debt.
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.
3 ripple effects of the Iran conflict that the market is missing
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.
The AI arms race has a power problem nobody planned for
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.
The Treasury may be replacing the Fed as Wall Street’s backstop
Treasury Secretary Scott Bessent is signaling he won't simply stand by if long-term yields keep climbing. With deficits near $2 trillion and borrowing costs rising, investors may be watching the birth of a new market backstop: the "Treasury put."
Old GPUs are changing the math behind the AI boom
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.
Nobody’s asking the most important AI question
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already…
Bitcoin miners just found a better business model
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.
Why this confusing market may be healthier than it looks
The market is sending wildly conflicting signals, from rising yields to strong earnings and record stock prices. But history suggests investor skepticism can be healthy for the market. Here's why… and what could change the outlook.
The bond market just overruled the Fed
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed doesn't directly control. Here's why the 10-year Treasury may be the market's most important number.
Rick Rule just told us where the real money is in resources
Rick Rule is the GOAT of resource investing—and we just sat down together to go through every major commodity on the board. From gold's pullback to uranium's structural deficit, the opportunities are bigger than most investors realize.
Crypto could save the U.S. dollar
Many investors worry that crypto is a threat to the U.S. dollar… But in truth, one of the fastest-growing segments of crypto is quietly reinforcing the dollar's dominance. Here's the breakdown—and why it matters more than ever.
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