Tech

The Software Stocks I’m Watching After the Sell-Off

After a brutal sell-off in SaaS, I’m slowing down, ignoring the noise, and focusing on the software companies that still matter long term.

Tesla Has Quit Being an Car Company

Why autonomy, robotaxis, and humanoid robots are now Tesla’s real business

Why This Week May Be the Tipping Point for Self-Driving Cars

Recent moves by Tesla, Waymo, and Lemonade show why self-driving tech is becoming a massive, investable megatrend.

Everyone’s Watching Nvidia... But I’m Watching These Two AI Upstarts

Tonight’s earnings will shake the AI world — but the biggest opportunities are in the fast-moving disruptors right behind Nvidia.

The Humanoid Revolution Is Here - Are You In?

A trillion-dollar robotics revolution is unfolding, our 2025 Select Portfolio is crushing the market by nearly 4×, and the 2026 Select Portfolio is right around the corner.

The Final Cloud Frontier: Why Tech Giants Are Launching Data Centers Into Space

As AI’s power hunger explodes, companies like Google, Nvidia, and even Tesla’s orbit-minded ecosystem are looking beyond Earth for computing, energy, and innovation.

Are AI Leaders a Bubble - or the Future?

Nvidia, Microsoft, and their peers dominate the S&P 500 - but history shows leadership always rotates. Here’s what that means for investors.

The Next Tesla of the Skies

Why Flying Cars Could Revolutionize Travel and Create Generational Winners

Cambricon: The “Nvidia of China” Just Shocked the Market

Retail sales are rising, restaurants are thriving, and grocery store share is near multi-decade lows — defying the “weak consumer” narrative.

Rocket Lab’s 70th Liftoff Ignites a New Space Age

With a bold new rocket on deck and momentum on its side, Rocket Lab is rewriting the future of exploration.

Nvidia: Cheaper Than You Think

Before you call it overvalued, look at how it stacks up against America’s retail giants.

Is This Quantum Powerhouse Gearing Up for a $10 Billion IPO?

Are the ‘Magnificent Seven’ a Buy Today?

Fintech: One of the Most Exciting Opportunities of 2025

A Hidden Investment Opportunity in AI

Tesla’s Robotaxi Launch: More Than One Winner

First Come Robotaxis... Then Come Flying Cars

The Hottest Trade of the Year

The Next Trillion-Dollar Company Is...

Nvidia and the Future of AI

A Cancer-Detecting Leader Just Became Available for Investment

Pioneering Autonomy: Companies Driving the AV Movement