Archive
Buy This, Not That: Revenue vs. Empty Promises in the Rare Earth Rush
Two rare earth stocks soared on government backing. But only one has actual revenue, a production facility, and a guaranteed buyer.
Morgan Stanley Just Kicked Off a $1T Move Into Gold
Morgan Stanley just added gold to its allocation guidance. Some $960 billion could flow into gold… and send the price soaring.
Monday Takeaways: The “TACO” Effect Strikes Again
Trump threatened 135% tariffs on China Friday. Markets crashed. Now markets are back up. Here’s why the pattern matters more than the threats.
OpenAI Just Handed Us Two Huge Trading Setups
Oracle gapped 32% in a single day. Four weeks later, AMD jumped 37%. These aren’t anomalies – they’re OpenAI’s fingerprints on the market, and they’re creating the most compelling setups of the year.
Buy This, Not That: The Truth About AMD’s and Oracle’s OpenAI Deals
AMD and Oracle both jumped on OpenAI partnerships. But when you look past the headlines, only one makes sense for your portfolio…
Why Tech Stocks Are Not Yet in a Bubble
Critics scream “bubble” every time tech stocks surge. But today’s AI rally is built on real demand, surging earnings, and companies scrambling to keep up – not dot-com era dreams.
Monday Takeaways: Record Highs and a 35% AMD Surge – Is This Peak Risk-On?
The S&P and Russell 2000 just hit new records while AMD exploded 35% higher on OpenAI news. Shah explains why this “risk-on” rally demands both participation and caution.
Why Long-Term Rates Are Rising Despite Rate Cuts
When the Fed cut rates 25 basis points in September, 10-year Treasury yields rose instead of falling. This counterintuitive move reveals the truth about the Fed…
Dealmaker’s Diary: Where AI Is Making Money NOW
Tech companies spend billions developing AI. This $294 billion pharmaceutical distributor spent millions implementing it – and those efforts went straight to the bottom line.
Buy This, Not That: Should You Buy This Crashed IPO?
This “buy now pay later” IPO crashed 36% from its high. But there’s one reason this stock could be a steal…