<em>Buy This, Not That</em>: The Truth About AMD’s and Oracle’s OpenAI Deals

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…


<em>Monday Takeaways</em>: Record Highs and a 35% AMD Surge – Is This Peak Risk-On?

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.


<em>Monday Takeaways</em>: Credit Markets Send All-Clear Signal

Monday Takeaways: Credit Markets Send All-Clear Signal

With credit spreads at historic lows and GDP at 3.8%, Shah Gilani explains why the credit markets are sending an all-clear signal – and why this week’s potential government shutdown could create your next buying opportunity.


<em>Buy This, Not That</em>: Nuclear’s International Showdown

Buy This, Not That: Nuclear’s International Showdown

It’s Canada vs. the United States in nuclear’s biggest face-off. One’s up 150%, the other 500%. Here’s the winner…


<em>Monday Takeaways</em>: CAPE Ratio Screams Caution as Rally Continues

Monday Takeaways: CAPE Ratio Screams Caution as Rally Continues

The Shiller PE just hit 40x – within striking distance of dot-com bubble levels. Here’s why I’m staying bullish but getting defensive.


<em>Dealmaker’s Diary</em>: Why Paying $36 for Every $1 of This Company’s Profits Makes $$

Dealmaker’s Diary: Why Paying $36 for Every $1 of This Company’s Profits Makes $$

The valuation looks insane. The P/E screams “overpriced.” But when a company has AI superpowers that put it in the top 0.1% of all stocks for consistency, expensive might be cheap.


<em>Buy This, Not That</em>: Time for the Small Cap Gold Rush?

Buy This, Not That: Time for the Small Cap Gold Rush?

Lower interest rates won’t fix a fundamental flaw with small caps… that they’re packed with unprofitable companies that get crushed when markets turn volatile. See where Shah is looking now instead.


The $1 Trillion Crypto Company Hidden From U.S. Investors

The $1 Trillion Crypto Company Hidden From U.S. Investors

Binance is 5-10x larger than Coinbase but isn’t listed in America. One crypto treasury just found a way to give U.S. investors direct exposure to this massive opportunity.


<em>Monday Takeaways</em>: Pivotal Fed Week Tests Central Bank vs. Presidential Power

Monday Takeaways: Pivotal Fed Week Tests Central Bank vs. Presidential Power

Fed fund futures show 100% certainty of a 25 basis point cut Wednesday, but Trump wants 50. With labor markets softening and the S&P 500 testing channel support, this Fed meeting could determine the next market move.


<em>Dealmaker’s Diary</em>: How This “Old Economy” Giant Outperforms Most Tech Stocks

Dealmaker’s Diary: How This “Old Economy” Giant Outperforms Most Tech Stocks

While venture capital floods into AI startups, this established travel company quietly uses machine learning to generate 59% cash returns – better than most Silicon Valley darlings.


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