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Our $500K AI Portfolio

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Our Investment Portfolio
Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up
Austin Smith |

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up
AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.
Drew Wood |

AI Isn't Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Top Gaining Stocks

Arista Networks
ANET • Vol: 8,189,459
Western Digital
WDC • Vol: 7,534,651
Tesla
TSLA • Vol: 53,563,147
AMD
AMD • Vol: 29,594,641
NetApp
NTAP • Vol: 3,253,016

Top Losing Stocks

Coterra Energy
CTRA • Vol: 73,319,495
O'Reilly Automotive
ORLY • Vol: 14,718,955
AutoZone
AZO • Vol: 333,194
Alexandria Real Estate Equities
ARE • Vol: 1,658,997
Constellation Brands
STZ • Vol: 3,496,844
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
Omor Ibne Ehsan |

Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) looks compelling because the market is only now pricing in a durable second…
AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
Omor Ibne Ehsan |

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8%…
3 Robotics ETFs Positioned to Capitalize on America’s Reshoring Boom in 2026
David Beren |

3 Robotics ETFs Positioned to Capitalize on America’s Reshoring Boom in 2026

The reshoring trade has moved from political talking point to capital expenditure line item, and the funds that own the…
Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight
Omor Ibne Ehsan |

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

The AI trade everyone talks about is silicon. The AI trade almost nobody talks about is the copper that moves…
AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade
Omor Ibne Ehsan |

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more…
AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet
Omor Ibne Ehsan |

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

The pitch for the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) has quietly changed. For years BOTZ was sold…

AI Portfolio

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Early Snowflake Investor Nails a 50% Rebound That May Only Be Warming Up

Austin Smith |
AI Isn’t Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

AI Isn’t Killing Jobs. New Study Finds Companies That Use AI Most Are Leading a Hiring Boom.

Drew Wood |
Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors

Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors

Eric Bleeker |
Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Apple’s Latest Reveal Proves That Micron Has “More Room To Run”

Danielle Liverance |
Jeff Bezos Just Raised $12 Billion. He’s Betting His Newest Business Will Create the Next Elon Musk or Henry Ford

Jeff Bezos Just Raised $12 Billion. He’s Betting His Newest Business Will Create the Next Elon Musk or Henry Ford

Eric Bleeker |
Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Why Tortoise AI Infrastructure ETF (TCAI) Is One the Best AI ETFs

Eric Bleeker |
Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Trump Once Said He’d Never Heard of NVIDIA CEO Jensen Huang. Now Air Force One Stopped in Alaska to Pick Him Up.

Eric Bleeker |
Fluence (FLNC) Stock Soars 27% Tonight As Hyperscaler Orders Steal the Show

Fluence (FLNC) Stock Soars 27% Tonight As Hyperscaler Orders Steal the Show

Eric Bleeker |

Investing

Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares

Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares

Thomas Richmond |
Top Wall Street Strategist: The S&P 500 Could Hit As High As 8,800 This Year, But a 10-20% Drop May Come First

Top Wall Street Strategist: The S&P 500 Could Hit As High As 8,800 This Year, But a 10-20% Drop May Come First

Thomas Richmond |
Bitcoin Has Fallen 3 Straight Quarters. The Historic Pattern Points to a Potential Rebound

Bitcoin Has Fallen 3 Straight Quarters. The Historic Pattern Points to a Potential Rebound

Thomas Richmond |
Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?

Microsoft Is Cutting 4,800 Jobs to Feed the AI Machine. Should You Still Own It?

Omor Ibne Ehsan |
Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year

Omor Ibne Ehsan |
The Monthly Income Trap: Why QQQI’s High Yield Requires Giving Up 6.5% In Upside

The Monthly Income Trap: Why QQQI’s High Yield Requires Giving Up 6.5% In Upside

John Seetoo |
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Omor Ibne Ehsan |
3 Robotics ETFs Positioned to Capitalize on America’s Reshoring Boom in 2026

3 Robotics ETFs Positioned to Capitalize on America’s Reshoring Boom in 2026

David Beren |

Markets

Live Nasdaq Composite: Tech Propels Broader Markets Higher on Memory Stock Strength

Live Nasdaq Composite: Tech Propels Broader Markets Higher on Memory Stock Strength

Gerelyn Terzo |
Mark Zuckerberg Almost Made a Disastrous Acquisition. Walking Away From Kalshi May Have Been His Best Bet of 2026.

Mark Zuckerberg Almost Made a Disastrous Acquisition. Walking Away From Kalshi May Have Been His Best Bet of 2026.

Gerelyn Terzo |
Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400?

Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400?

Gerelyn Terzo |
Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

Gerelyn Terzo |
NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.

NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.

Gerelyn Terzo |
Live Nasdaq Composite: Markets Take Breather After Impressive Q2 Showing on Easing Oil Outlook

Live Nasdaq Composite: Markets Take Breather After Impressive Q2 Showing on Easing Oil Outlook

Gerelyn Terzo |
Live Nasdaq Composite: Tech Bulls Wrestle Back Control in Chip-Led Rally

Live Nasdaq Composite: Tech Bulls Wrestle Back Control in Chip-Led Rally

Gerelyn Terzo |
Live Nasdaq Composite: OpenAI IPO Delay Fears Send Markets Out on Sour Note

Live Nasdaq Composite: OpenAI IPO Delay Fears Send Markets Out on Sour Note

Gerelyn Terzo |

Technology

Why Investors Are Finally Separating Quantum Computing Winners From Losers

Why Investors Are Finally Separating Quantum Computing Winners From Losers

Dr. Robert Castellano |
ASML May Benefit More From the AI Memory War Than TSMC

ASML May Benefit More From the AI Memory War Than TSMC

Dr. Robert Castellano |

Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power

Dr. Robert Castellano |

The Semiconductor Upcycle Is Being Driven by Memory Pricing, Not Unit Growth

Dr. Robert Castellano |

onsemi is Facing a Continued Slowdown in SiC and Greater Competition in CIS from Sony

Dr. Robert Castellano |
Arm Is Quietly Becoming The CPU Backbone Of AI

Arm Is Quietly Becoming The CPU Backbone Of AI

Dr. Robert Castellano |

AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology

Dr. Robert Castellano |

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

Dr. Robert Castellano |

Personal Finance

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Thomas Richmond |
Are Online Banks Safe? What Happens to Your Money if One Fails

Are Online Banks Safe? What Happens to Your Money if One Fails

Austin Smith |
Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

Omor Ibne Ehsan |
AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Omor Ibne Ehsan |
Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

Omor Ibne Ehsan |
AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

Omor Ibne Ehsan |
AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

Omor Ibne Ehsan |
EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

Omor Ibne Ehsan |

Economy

U.S. gold exports surge 285% as Wall Street drains vaults to feed China’s generational gold rush

U.S. gold exports surge 285% as Wall Street drains vaults to feed China’s generational gold rush

Don Lair |
80% of Americans want Wall Street banned from buying single-family homes. Here’s what could actually happen after November.

80% of Americans want Wall Street banned from buying single-family homes. Here’s what could actually happen after November.

Don Lair |
The Federal Reserve’s April Inflation Forecast Is In, and It’s Bad News for Stock Market Bulls

The Federal Reserve’s April Inflation Forecast Is In, and It’s Bad News for Stock Market Bulls

247staff |
Affordable Living Starts in These U.S. Counties

Affordable Living Starts in These U.S. Counties

Sam Stebbins |
Oil Could Break its All-Time Record and Hit $148 Per Barrel This Week

Oil Could Break its All-Time Record and Hit $148 Per Barrel This Week

Eric Bleeker |
Gas Prices Could Set New All-Time High By the End of March

Gas Prices Could Set New All-Time High By the End of March

Eric Bleeker |
California Gas Prices Could Soon Soar Past $7 Per Gallon

California Gas Prices Could Soon Soar Past $7 Per Gallon

Eric Bleeker |
South Korea’s KOSPI Just Had its Worst Crash Ever – Is the S&P 500 In Trouble?

South Korea’s KOSPI Just Had its Worst Crash Ever – Is the S&P 500 In Trouble?

Eric Bleeker |