Why Nvidia (NVDA) could hit a $7 trillion market cap (and still be cheap!). Plus, AMD's (AMD) turnaround… Is Delta (DAL) a buy? … Don't buy this gold stat… Bitcoin will hit $500k… And a Trump tariff winner.
In our first-ever LIVE episode, Frank and Daniel reveal several stocks to play the AI energy crisis. Plus, will the government take more equity stakes? Are battery storage companies good investments? And is Oklo Inc. (OKLO) a good short?
Gold and Bitcoin's push higher signals a major shift in sentiment. Plus, OpenAI just became the most valuable private company ever… Tesla (TSLA) isn't just an EV story… And our latest “Trump trade” is a left-for-dead healthcare giant.
What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment.
Is a market crash imminent? Plus, Disney's (DIS) Kimmel debacle… An energy stock to buy… The CoreWeave (CRWV) short thesis... Why Micron (MU) is pulling back… Starbucks' (SBUX) closures… A play on lower rates… And is CarMax (KMX) a buy?
AI spending is out of control—and it’s creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader.
Total addressable market (TAM) is the key to finding the market's next big winners. Here's why TAM matters more than traditional metrics—and how investors can spot companies with massive growth potential before the crowd catches on.
These stocks are quickly falling prey to AI. Plus, are more interest rate cuts coming? … Jimmy Kimmel's firing… Intel's (INTC) undeserved lifelines… Is StubHub (STUB) a buy after its IPO flop? … And a trade on a prior winner.
A look at the latest CPI data—and what's driving the market rally. Plus, the coming AI energy crisis… The Dicks (DKS)/Foot Locker (FL) deal… Surging IPOs benefit this sector… And is this company the next Strategy (MSTR)?
Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on the AI energy crisis.
Alphabet (GOOG) scored a victory in its monopoly case, but Apple (AAPL) was the real winner. Thanks to the ruling, Apple has a $25 billion annual tailwind… yet investors are overlooking it.
Why the market is up on the weak ADP report. Plus, should politicians be able to trade stocks? … Is Salesforce (CRM) a buy? … Catalysts for crypto and tokenization… And cash in on the disconnect in this crypto's price.
Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC).
