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The AI Infrastructure Trade Catches Its Breath May 7, 2026
Have you heard of Ferdinand de Lesseps? He was a French Orientalist diplomat who later developed the Suez Canal. But when he broke ground on the Suez in 1859, his skeptics dubbed it the most expensive ditch in history. To be fair, the cost was astronomical. Lesseps’ project consumed $100 million in 1869 dollars, nearly […]
Luke Lango and the InvestorPlace Research Staff
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started May 3, 2026
But that was before Lucas Gusher blew… On the morning of Jan. 10, 1901, crude erupted 150 feet into the sky and kept flowing at 100,000 barrels a day... roughly as much as the rest of the entire U.S. oil industry combined. Within months, the population of Beaumont quintupled. Pipelines, refineries, and railroad depots sprang […]
John Kilhefner
Stop Trading These 10 Leveraged ETFs Built to Lose May 2, 2026
Leveraged ETFs can make you feel like you've found a shortcut. But the problem with shortcuts is that if they really worked as easily as advertised, they wouldn't be shortcuts €” they'd be the way. I'm sure many of you have traded them before. And if we're being honest with ourselves... you might even have […]
Jonathan Rose
The AI Nobody’s Talking About Is Already Picking Winners May 1, 2026
It doesn’t announce itself. It doesn’t show up in the headlines. It shows up first in the data €”pressure building beneath the surface of stocks that everyone assumes are safe. Right now, I’m seeing that pressure building inside the business models of some of Wall Street’s most widely held software and AI companies. The math […]
Luke Lango and the InvestorPlace Research Staff
Forget Neuralink: The Real Brain Tech Trade Has 10 Names You’ve Never Heard April 25, 2026
Specifically, it was about a team that had successfully mapped the entire brain of a microscopic worm €” every neuron, every connection. Then it laid out what it would take to scale that process from a worm... to a mouse... and eventually, to a human. Now, here's where things get interesting for us. For decades, […]
Jonathan Rose
The Rubik’s Cube Secret to Better Trades April 20, 2026
But what if that's not quite true? What if, beneath all the noise, there are repeatable patterns €” specific combinations of factors that tend to lead to the same outcomes again and again? That's the idea behind today's guest essay from TradeSmith CEO Keith Kaplan. I asked him to walk you through how his team […]
Jonathan Rose
We Saw the Quantum Threat Before the Headlines Did April 11, 2026
Before this revelation, the idea felt speculative - a thought experiment lodged somewhere between cutting-edge science and market irrelevance. The kind of thing most traders would scroll past without a second thought. Then reality caught up. A 57-page white paper from Google's DeepMind Research Center, Google's Quantum AI division, Stanford University, and the Ethereum Foundation […]
Jonathan Rose
The ‘New’ Layer in the Market: How We Scored a 300% Trade on Polymarket Hype April 3, 2026
They focus on headlines. Revenue beats. EPS misses. Conference call narratives. That's surface-level noise. What actually moves price is expectation €” and how real capital is positioned against it. I learned that lesson the hard way. You see, I've been in the stock market for over 28 years. While I've learned the mindset of a […]
Jonathan Rose
GPUs Built the Boom, But the Next Great AI Stocks Aren’t What You Think March 23, 2026
They come from spotting the next constraint before it shows up in the data... before it hits earnings calls, before it becomes consensus. That's exactly what we're starting to see right now coming out of Nvidia's GTC conference. In today's issue, I've invited Eric Fry to break down a subtle but important shift inside the […]
Luke Lango
Why AI Infrastructure Stocks Could Be the Smartest Buy in a Flat 2026 Market March 16, 2026
Today’s investors are making the same old mistake as the glitter chasers. Only now, they are chasing the glitter of artificial intelligence €” the demos, the headlines, the glamorous software stories €” while missing the businesses supplying the machinery that makes the whole boom possible. In a market that has turned flat, violent, and unforgiving, […]
Luke Lango and the InvestorPlace Research Staff
One Member Turned Volatility Into 536% in a Day… Here’s How We Spot the Next Market Meltdown Winner March 14, 2026
Institutional traders had been quietly accumulating options on the Invesco QQQ Trust over the past few weeks. And the flow suggested that something bigger might be brewing beneath the surface. Once he discovered the signal, he realized there was one big catch... Between rising geopolitical tensions involving the U.S. and Iran, shifting liquidity conditions, and sharp […]
Jonathan Rose
3 Stocks to Buy During the Hormuz Crisis — and Why March 10, 2026
1. What Is the Strait of Hormuz and Why Does It Matter to Investors? The Strait of Hormuz sits between Iran and the Arabian Peninsula €” and war there has shaken global energy markets. The waterway is a critical passage for oil and LNG exports, and when it’s disrupted, the effects don’t stop at crude. […]
Thomas Yeung
70% of Trades Are Now Machines. Here’s How to Beat Them. March 8, 2026
In this environment, "buy great companies and wait" strategies can work… but they require iron stomachs and long holding periods. Meanwhile, the biggest gains tend to come in short, powerful bursts... when a stock shifts from quiet consolidation into momentum. That's what today's essay explores. I've invited my colleague Luke Lango to explain why today's […]
Eric Fry
AI’s ‘Wallpaper’ Phase Is Here — Tech’s Next 3 Winning Stocks Revealed March 7, 2026
Complexity loses its premium, and adoption explodes. Profit pools shift. And that's when money flows toward simplicity. AI is bringing simplicity online in a big way. It's what I like to call AI's "Wallpaper" Phase. You see, investors love the wiring phase: chip demand, GPU orders, data center build-outs, billions in capex. But users don't […]
Jonathan Rose
Moderna Stock (MRNA): Is It a Buy Now? 7 Questions After the Crash March 2, 2026
Here are the seven questions that matter most right now. 1. Why Did Moderna Stock Crash So Hard? The short answer: the fundamentals collapsed right along with the stock. Revenue fell by roughly 90% from pandemic highs, and Wall Street revalued Moderna accordingly €” from hypergrowth vaccine winner to shrinking biotech. The longer answer is […]
Thomas Yeung
CoreWeave Stock: 7 Critical Questions Every Investor Should Ask Before Buying the CRWV Dip March 2, 2026
1. What Caused the CoreWeave Stock Collapse? Wall Street got caught flat-footed. Margins deteriorated sharply across the board, and forward guidance came in well below expectations. Most alarming: CoreWeave plans to deploy $2.60 in capital for every dollar of revenue it expects to generate in 2026 €” a ratio far above what analysts had modeled. […]
Thomas Yeung
The Closest Thing to a Time Machine: My Top 3 Reasons I Love Earnings February 28, 2026
It was the summer of 1985. I remember sitting in that red fabric seat, feet barely flat on the floor, popcorn and Coke balanced carefully in my lap – no cup holders back then. The lights dimmed, the projector hummed, and for the next two hours I was somewhere else entirely. There's a lot to […]
Jonathan Rose
When Abundance Becomes Disruption: The AI Spending Migration Begins February 27, 2026
1901, coal tycoons, steel magnates, and bankers gather under sputtering gas chandeliers in lower Manhattan to debate whether electricity was overhyped. These were no fools. Kerosene worked, and so did steam. It was a profitable system, and these were practical people. Why rip it up for expensive wires and unproven dynamos? Within a generation, the […]
Luke Lango and the InvestorPlace Research Staff
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered February 26, 2026
What Does Palantir Actually Do? Today, Palantir has expanded into commercial sectors (from healthcare to energy) with a suite of platforms: Gotham (for government analytics), Foundry (for enterprise operations), Apollo (for deploying software in any environment), and its new Artificial Intelligence Platform (AIP) for integrating AI into business workflows. In short, Palantir's software connects data, […]
John Kilhefner
Polymarket’s Odds Moved First — Then These Stocks Exploded February 25, 2026
A storm could sink a ship. A ship could return with less cargo than expected. Or, even worse, two ships could return at once, flooding the market and crushing prices. The Dutch East India Co. was one of the world's first multinational corporations €” and one of the first great engines of speculation. Back then, […]
Jonathan Rose

The AI Infrastructure Trade Catches Its Breath
Published on 2026-05-07 By Luke Lango and the InvestorPlace Research Staff
$725 Billion and Counting: Why the AI Gusher Is Just Getting Started
Published on 2026-05-03 By John Kilhefner
Stop Trading These 10 Leveraged ETFs Built to Lose
Published on 2026-05-02 By Jonathan Rose
The AI Nobody’s Talking About Is Already Picking Winners
Published on 2026-05-01 By Luke Lango and the InvestorPlace Research Staff
Forget Neuralink: The Real Brain Tech Trade Has 10 Names You’ve Never Heard
Published on 2026-04-25 By Jonathan Rose