We're getting further away from rate cuts... A second wind for the AI trade... What's good for Micron may not be good for the rest of the AI ecosystem... Why now is not the time to follow the herd... Make sure to sign up for tomorrow's event...

Would you rather lose your sight or your hearing?

1) Over the past few days, I've done a "quick glance" at 16 different stocks – thanks in part to suggestions from my readers.

Your chance of picking a future winner today is incredibly low, but not impossible...

The newest 'meme stock'... The signal for the market... Duck tales... SK Hynix is coming to America... South Korea loves leverage... The Iran war unwind is complete... A whole new ball game...

I believe gold can easily hit $7,000 an ounce...

1) In Monday's and yesterday's e-mails, I took a "quick glance" at 11 beaten-down stocks. And today, I'd like to briefly look at five more. Then I'll take a closer look at the ones my readers find the most interesting. So please let me know what you think by e-mailing me here. Reader Benson W. asked me to look at McDonald's (MCD), writing that the stock is "getting decimated." I'm not sure I'd go that far... McDonald's is one of the world's greatest businesses, with a global brand and decent growth. It has prodigious free cash flows ("FCF"), which it […]

The next phase of the AI boom depends on power – and Washington is helping unlock the opportunity...

Today’s sell-off wasn’t what it may have seemed… AI stocks take a breather… It started in South Korea… The next phase of the boom… The energy creators are in demand…

It's invisible to the eye – but it can be a killer...