Forget chips—these overlooked sectors are the real AI winners
AI is fueling a power crisis—and the biggest winners aren't chipmakers. Discover why two under-the-radar sectors could deliver the next wave of massive gains as AI's energy demands surge.
Hot inflation just raised the risk of a market correction
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).
The biggest growth trends have a scarcity problem
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.
The 10-year note could break the market
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.
3 ripple effects of the Iran conflict that the market is missing
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.
Nobody’s asking the most important AI question
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 just found a better business model
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.
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.
This region is the ‘hidden frontier’ of the energy trade
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.
7 pick-and-shovel plays on the AI gold rush
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.
BlackRock and Meta’s $12B bond deal changes the AI landscape
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.
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.
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.
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