Ranked #1 podcast on iTunes financial/business.
Frank cuts through the mainstream noise to reveal what’s really moving these markets.
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.
AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here are six stocks we're watching across the AI power trade.
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.
High interest rates, rising energy costs, and a more expensive AI buildout are creating new risks for stocks. Here's how these headwinds reinforce one another—and what investors can do to protect their portfolios.
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.
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.
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.
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.
How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing?
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 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.
The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.
Yet one of the biggest investing problems hasn’t changed: By the time a great investment looks obvious, the largest gains may already be over.
In this free guide, we reveal the biggest edge you can have as an investor. Plus, give you six principles for finding great stocks early.
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