Last week, we held our first-ever Curzio One Wealth Forum. It was two days of direct access, real conversations, high-level networking, and private deal-making. Here are some of the biggest investment themes and standout moments from the event.
After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium renaissance"... and how to benefit from this long-term secular trend.
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.
Best moments from our inaugural conference: Hyperscalers are in dire need of power… How it feels to get "Bolawrapped"... Wonder Woman's stunt double… From biotech to luxury candy: Deals for One members… And how to join Curzio One.
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.
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.
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.
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? … 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.
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 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.
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?
Bitcoin's growth over the past five years has been unprecedented… So it might shock you to learn Bitcoin is still massively undervalued. Here's the simple math showing Bitcoin could surge 400% and still be cheap. Plus, how to invest.
