Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL), Take-Two (TTWO), Meta (META), and Nike (NKE).
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.
If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.
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.
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.
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.
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers that Wall Street has largely ignored until now.
AI is this century's gold rush—and the biggest fortunes will once again go to the companies selling the "shovels." These seven sectors are providing the energy and infrastructure to power the AI boom.
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more.
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.
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 (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.
