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.
Davos takeaways: How to invest as the global system breaks down
World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail.
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.
These sectors are poised for major upside in 2026
Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.
Are we in an “AI-or-bust” market?
Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down whether we're in an "AI-or-bust" market… her step-by-step process for finding winners… the sectors she's watching closely in 2026… and much more.
The Fed just quietly confirmed QE is back
Key takeaways from the Fed meeting: Quantitative easing is back. Plus, Disney's (DIS) OpenAI partnership… Why Oracle (ORCL) is tanking… Steve Eisman on what could shrink AI demand… And 3 reasons this small AI stock is poised to surge.
Why DGXX could surge over 500%
Michel Amar, CEO of DigiPower X (DGXX), breaks down the stock's incredible six-month rise… how the company's Supermicro (SMCI) partnership will drive massive growth… and why DGXX's market cap could soar from $250M to over $2B.
Google vs. Nvidia: Who will win the AI chip battle?
Alphabet's (GOOG) AI chips are gaining traction—the first real challenge to Nvidia's (NVDA) dominance. Here's what this shift means for the AI trend… and which companies will benefit the most as the AI chip war escalates.
Google’s new chips: Is Nvidia in trouble?
Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026.
These 3 catalysts will reverse the selloff and send stocks soaring
The markets have pulled back over the past few weeks… But under the surface, the setup is actually quite bullish. Here are the three forces creating one of the most attractive market setups in years.
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