2 ways to play the AI energy crisis
AI is sending energy demand surging—and our grid can't keep up. The situation is creating a looming energy crisis. We dig into the alarming numbers… and share two sectors poised to reap the greatest rewards.
The AI power gap Wall Street still hasn’t priced in
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.
Uranium is at an inflection point
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.
Alphabet is in a league of its own among hyperscalers
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.
Cybersecurity could become the next major AI trade
An OpenAI agent breached an outside platform during a controlled test. The incident shows how quickly autonomous AI could reshape cyber risk—and why cybersecurity may become one of the biggest second-order opportunities of the AI boom.
Are smarter AI models creating a cyber threat?
OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).
Forget the P/E ratio—focus on these metrics instead
If you use P/E ratios to gauge valuation, you might be missing the bigger picture—and overlooking some of the market's best opportunities. Here's what to look at instead… and an "expensive" stock that's a buy on any pullback.
Why Wall Street is punishing great earnings
Some of America's biggest companies are delivering exceptional earnings… only to watch their stocks fall. Here's why good news is losing its power… and what the market's reaction means for investors.
How DigiPower X’s $1B Cerebras deal is powering execution
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.
This could be an ugly earnings season
Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more.
The race to build an escape route around Hormuz
Iraq is studying a new western oil corridor that would bypass the Strait of Hormuz and deliver crude directly to the Mediterranean. The project remains years away—but it reveals where billions in energy infrastructure investment could flow next.
Is IBM a buy after its worst day in decades?
IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.
Should you pay off your mortgage early—or invest the difference?
Paying off your mortgage early might sound smart—but is it the best move? This article breaks down the math, inflation impact, and investment potential to help you decide whether to stay aggressive with debt or let your money work elsewhere.
The Iran blockade changed the rate outlook again
The renewed U.S. blockade of Iran sent Brent crude surging… and forced investors to rapidly rethink the Fed's next move. Here's what to watch in oil, bonds, and your portfolio now.
The bond market is sending Big Tech a warning
Big Tech is spending hundreds of billions in AI… and the bond market is growing more reluctant to absorb the massive debt without demanding higher yields. And this issue could quickly spread to equities.
Ranked the #1 most listened-to podcast on iTunes financial/business segment.
Each week, Frank cuts through the media noise to reveal “what's really moving these markets.”
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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.
Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”