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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.
NVDA just debunked the ‘AI bubble’ myth
Nvidia's (NVDA) earnings: Key takeaways. Plus, investing in collectibles… This energy infrastructure play is a steal… Time to throw in the towel on Target (TGT)? … 13Fs… The downside of Berkshire's (BRK.A) balance sheet… And an ecommerce dumpster fire.
3 reasons to buy this market pullback
3 catalysts that will send stocks surging within six months. Plus, what to expect from Nvidia's (NVDA) earnings… Ford's (F) CEO just issued a major warning on the workforce… And is Berkshire (BRK.A) still relevant without Buffett?
Curzio One Wealth Forum 2025: 5 best moments and key takeaways
Last week, we held our first-ever Curzio One Wealth Forum. It was two days of direct access, real conversations, high-level networking, and private deal-making. Here are some of the biggest investment themes and standout moments from the event.
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.
Why I’m scooping up more WRAP
Why I'm buying more Wrap Tech (WRAP) after earnings. Plus, is it time to buy Disney (DIS) on the pullback? … The surprising sector boosting AI… A quick AI earnings rundown… And a 10x opportunity in the biotech space.
A recap of our first-ever Curzio One Wealth Forum
Best moments from our inaugural conference: Hyperscalers are in dire need of power… How it feels to get "Bolawrapped"... Wonder Woman's stunt double… From biotech to luxury candy: Deals for One members… And how to join Curzio One.
This social media stock could surge 3x
Snap (SNAP) is soaring—and there's much more upside. Plus, Mamdani's win: How Democrats won over young voters… What Tapestry's (TPR) results prove about consumers… Caterpillar (CAT) is now an AI play? … And a beaten-down retailer poised for a bounce.
Microsoft’s CEO just confirmed our AI power thesis
Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move.
The Fed’s quiet pivot will reshape the market
The Fed is preparing to end its balance sheet runoff. That might sound like technical jargon, but it's a major shift in policy. It tells us that the era of quantitative tightening is ending. Here's what investors need to know.
Big Tech’s earnings just settled the AI ROI debate
What Alphabet (GOOG) and Microsoft's (MSFT) record results say about AI's real ROI. Plus, why Powell spooked the market… Is Meta's (META) pullback a buying opportunity? … And a SCREAMING BUY in the healthcare sector.
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