64 Years Old With $1.1 Million in a Traditional IRA. Here’s Where I’m Allocating Capital
Quick Read KO and ABBV anchor the portfolio at 25% each, rated Very Safe with payout ratios under…
Forget Super Micro Computer: 1 Unstoppable AI Hardware Powerhouse to Buy Hand Over Fist After the Pullback
Quick Read SMCI missed Q3 revenue estimates by 18%, burned $6.6B in operating cash, and faces an export-control…
Micron’s 12% Sell-Off Is a Gift. AI’s Memory Crisis Makes It a Long-Term Buy
Quick Read Despite a 12% drop during a broader tech rout, the company remains one of the primary…
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
Quick Read Druckenmiller dumped Alphabet and rotated into AI hardware plays SNDK and MU, which surged 4,586% and…
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Quick Read Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS’s 28% YoY…
SpaceX Is Already Pulling Back From Its High. History Says That Is Not a Good Sign
Quick Read SpaceX surged 19% on its IPO debut, but mega-IPOs over $50 billion have historically delivered a…
OpenAI Prices Wars Could Cripple IPO
Quick Read OpenAI’s sharp price cuts to win back enterprise clients from Anthropic directly threaten its $850 billion…
Nvidia Chips Aren’t the Whole AI Story — Another Industry Dominates AI Sales
Quick Read The iShares Semiconductor ETF surged ~180% in the past year while NVDA gained 56%, revealing memory…
Move Over AI: Jeff Bezos and NVIDIA Are Quietly Backing a New Breakthrough Industry
Quick Read NVIDIA and Eli Lilly’s $1 billion AI drug discovery partnership makes both stocks the primary public…
Virgin Galactic Crashes 32% on Settlement Dilution Fears, AST SpaceMobile Rises 10%, Planet Labs Climbs 9%
Quick Read Virgin Galactic (SPCE) stock crashed 32% after preliminary court approval for a shareholder derivative settlement reignited…
Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally
Quick Read The memory shortage has given Micron pricing power, enabling legendary returns as demand for AI data…
The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too
Quick Read SpaceX, OpenAI, and Anthropic will enter the Nasdaq 100 via fast-track rule in just over 15…