Goldman Sachs Hasn’t Said This About Tech Stocks in 6 Years

I spent the last two days telling you about risk. AI data center debt quietly landing in your 401(k). Billions of dollars trapped behind...

New Trade for April 16th, 2026

Nokia Corp. (NYSE: NOK) — A Quiet Pick-and-Shovel Play in AI’s Next Phase Nokia Corp. (NYSE: NOK) trades around $10 and is starting to look...

Trump, Elon and the Coming AI “Black Swan”

I've spent years researching Elon Musk's operations. From the launch of PayPal to the launch of Tesla... From SpaceX to OpenAI and,...

$4.6 Billion in Investor Money Is Locked Behind Gates Right Now

Yesterday I told you about the $7 trillion AI data center bet Wall Street is making with your retirement money. Today I want to...

The $7 Trillion Bet Wall Street Is Making With Your Retirement Money

I've been investing for over 40 years. I lived through the dot-com bust. I watched the 2008 housing crisis unfold in real time. And...