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Former senior analyst at a leading investment firm, now sharing how I invest my own money each week—in plain English. Join 500,000+ investors getting clear, actionable insights on stocks, crypto, and real estate.
- Indexed issues, last 90 days
- 17
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 10, 2026
Latest issues
Investors Are Throwing in the Towel at the Worst Possible Time (opens the original)
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There’s a lot of overlap between baseball and the stock market.For instance, my beloved Cleveland Guardians just secured their third straight division title this past weekend. That’s an impressive feat on its face, but even more so when you realize they have the lowest payroll in baseball.<div class="
The Price of Admission for a 1,000% Gain (opens the original)
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Before we get started, I wanted to let you know the new episode of my podcast Room to Run is live on Spotify and Apple Podcasts.In this week’s episode we discussed:What nobody tells you about holding… Read more
Is This Beaten Down AI Stock a Buy? (opens the original)
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Overview: Nebius (NBIS) is a vertically integrated cloud provider focusing on AI and high-performance computing. It is a carve-out of the previous Russian tech firm Yandex, following the Russian sanctions since the Ukraine-Russia war. Nebius designs and operates its own data centers and servers across Europe and the US, with a total capacity of several hundred megawatts. In September 2025, Microsoft became a major Nebius client under a multiyear $17 billion revenue agreement to provide computing
The Next AI Trade is Hiding in Plain Sight (opens the original)
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The inference cycle may be starting. We’ve discussed for months on my Room to Run podcast how AI spending should eventually shift from training models to actually running them at scale. Meta Platforms (META)’s Muse may be one of the first big consumer catalysts. This is why we saw multiple CPU stocks jump double-digits in yesterday’s session as heavier CPU demand from autonomous agents and inference workloads.<div
What 221 Newsletters Reveal About My Investing Strategy (opens the original)
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Before we get started, I wanted to let you know the new episode of my podcast Room to Run is live on Spotify and Apple Podcasts.In this week’s episode we discussed:Why investing out of fear will crush your returnsFour stocks I’ve been buying in my own portfolioReviewing the apocalyptic claims made by AI companiesAn update on my current market outlookEach 10-minute video episode can be listened to for FREE on <a href="https://open.s
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