The AI bubble is primarily an earnings bubble rather than a valuation bubble. My report this week discusses the metrics investors should monitor to know when this bubble is about to burst.
Clients can read it here:
https://t.co/nPpZ5E1mas
$NVDA CEO is telling you to buy energy stocks
He is literally saying demand will 1000x
Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN
“This is the best time in the history of humanity to invest in sustainable energy”
In 2025, he was early on semis and neoclouds:
- $NBIS at $22 → +600%
- $INTC at $23 → +500%
- $SNDK at $275 → +400%
- $CRWV at $40 → +200%
- $TSM at $240 → +80%
He’s not guessing. He’s showing you the roadmap.
Are you going to ignore him again?
🇺🇸 Jamie Dimon, CEO of JPMorgan Chase, said it out loud:
Your kids will work 3.5 days a week. Live to 100. AI is going to cure cancer, stop car crashes, make new materials, save lives.
"Life will be better."
He's not a tech bro dreaming out loud. This man runs the money.
Video: @clashreport
In a CNBC interview Tom Lee said:
1. Stock market usually bottoms 10% into a war. World War 2 was 5 years, the market bottomed 5 months into the war
2. Now, the risk reward is good for stocks.
In light of market events, I am making this article free for the next 24 hours.
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
https://t.co/uMpi9k1hN0
$TE: 13F filings are still rolling in. A few notable large institutional buys from UBS (+3.9M), Vanguard (+3.8M), Renaissance Tech (+3.6M), BNP Paribas (+1.4M), Halter Ferguson (+1.3M), Goldman Sachs (+1.1M), and Geode (+815k)
The transition from orphan stock to institutional ownership is happening
Morgan Stanley sees robotics growing from $91B today to $25T by 2050.
Adoption is already visible:
• Global robot installations have grown at ~13% CAGR since 2015
• Logistics automation capex is rising 20%+ annually
• Warehouses using robots see 25–30% productivity gains
This chart is insane:
The current rally in Silver prices makes 2020 and 2008 look like a rounding error.
Now on track for the largest 12-month gain since 1979.
A new era of monetary policy is coming.