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Baltimore, MD
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Micron $MU stock has risen dramatically, yet its forward valuation remains below many high-growth AI stocks. Luke Lango explains why the biggest risk to MU stock is not interest rates or valuation, but a slowdown in hyperscaler spending, earnings growth, and the memory-chip cycle. 📹: piped.video/watch?v=jOJtWA6Z…
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Previous memory-chip booms were limited by the number of people buying PCs and smartphones. Agentic AI may be different. @MattWeinschenk and @exponentialluke explain why autonomous AI agents could create a much larger market for HBM, DRAM, data-center memory, and semiconductor stocks. 📹: piped.video/watch?v=jOJtWA6Z…
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1,087
AI doesn't work without memory. As AI agents become more powerful, memory is emerging as one of the industry's biggest bottlenecks. This week on Top Stocks, @MattWeinschenk and Luke Lango @exponentialluke explain why that could create the next wave of AI winners. piped.video/watch?v=jOJtWA6Z…
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AI models need more than powerful $NVDA GPUs. On Top Stocks, Luke Lango explains why memory, networking, and optical infrastructure have become critical bottlenecks for ChatGPT, Claude, and other AI systems, and why shortages across the semiconductor supply chain could continue driving demand for AI memory. 📹: piped.video/watch?v=jOJtWA6Z…
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On this week’s Stansberry Investor Hour: ▶️ Paper gold vs. physical gold ▶️ The case for gold-backed Treasury bonds ▶️ What's next for the U.S. dollar ▶️ Why July 4 could be a pivotal day for the monetary system piped.video/watch?v=8dtLF7KZ…
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We're just a few days away from a milestone Fourth of July, this being 250 years since 1776. And along with the celebration, this holiday could deliver a shocking White House announcement about the financial system. Full story in The Stansberry Digest: 🔗 stansberryresearch.com/stans…
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Dan Ferris believed Tempus AI $TEM was building something genuinely valuable, but the stock quickly crossed his risk limit. He explains why trailing stops matter and why even a compelling investment story should not override disciplined downside protection. 📹: piped.video/watch?v=Gql1Y0SY…
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We are excited to welcome Keith Kaplan as a featured speaker at the 2026 Stansberry Conference & Alliance Meeting in Las Vegas! 🔗: sbry.media/4flolh5 @KeithTradeSmith is the CEO of @TradeSmith_TM and a champion of the retail investor. Keith has invested and traded in many different markets – bull and bear – over the last 25 years. Like many investors, he suffered through the highs and lows of extreme volatility along the way. He joins this year’s outstanding lineup of guest speakers, editors, and analysts who will take the stage at the beautiful ARIA Resort & Casino in Las Vegas. Secure your spot today: sbry.media/4flolh5 🗓️: Sept. 28–30
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Micron $MU shares have already surged, but continued AI infrastructure spending could support even more upside. On Top Stocks, Luke Lango explains how hyperscaler demand, rising profits, and multiple expansion could create another major move in MU stock. 📹: piped.video/watch?v=jOJtWA6Z… @exponentialluke @MattWeinschenk
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Gold prices have pulled back. But according to @ASchectman, CEO of Miles Franklin Precious Metals, that's not the story investors should be watching. The real story is who's buying it. Learn more on this week's Stansberry Investor Hour. piped.video/watch?v=8dtLF7KZ…
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Stansberry Research retweeted
Surveillance plays a big role in the next @Stansberry Extreme Value recommendation by @mrbdawgsnoles and me. Comes out this Thursday.
This large cactus in Paradise Valley, Arizona isn’t a real cactus The government is now disguising flock cameras as cactuses to surveillance you Hidden in this fake cactus is a hidden a license plate reading camera. Paradise Valley installed these disguised “cact-eye” cameras to catch speeding and other violations From what I could find the contract is “Very likely Flock” This is the surveillance state
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Micron $MU stock has delivered enormous gains, but the memory-chip cycle has also produced repeated 50% declines. This week on Top Stocks, Luke Lango explains how strong demand pushes semiconductor companies to expand capacity, creating oversupply, collapsing margins, and severe corrections in memory stocks. 📹: piped.video/watch?v=jOJtWA6Z… @exponentialluke @MattWeinschenk
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Dan Ferris argues that ExxonMobil $XOM stands apart because of its disciplined capital allocation and fully integrated business model. From production and pipelines to chemicals and refining, Exxon can direct money toward the parts of its business offering the strongest returns. 📹: piped.video/watch?v=Gql1Y0SY… @dferris1961 @MattWeinschenk
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Here's how fast AI power demand is growing: 2025: ~5% of total U.S. power demand 2030: nearly 12% The AI boom is quickly becoming one of the biggest power-demand stories in America.
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As AI data centers put growing strain on the power grid, federal regulators are stepping in. On June 18, the FERC announced new rules aimed at helping guide the AI energy boom. DailyWealth breaks down three key takeaways: stansberryresearch.com/daily…
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Is $MU still one of the best AI investments after its historic run? This week on Top Stocks, @MattWeinschenk sits down with Luke Lango of @InvestorPlace to discuss why the next phase of the AI boom may be driven by memory—not just GPUs. @exponentialluke piped.video/watch?v=jOJtWA6Z…
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Dan Ferris says his search for AI investments led him away from software and toward the physical economy. Copper, uranium, energy, chipmaking, and other hard assets may become the real winners of the AI buildout. 📹: piped.video/watch?v=Gql1Y0SY… @dferris1961 @MattWeinschenk
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When diesel prices rise, some industries may reduce consumption. Data centers cannot afford to. Dan Ferris explains why strict uptime requirements could force AI infrastructure to pay almost any price and pull limited diesel supply toward data centers. 📹: piped.video/watch?v=Gql1Y0SY…
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US refining capacity has been shrinking while diesel demand continues to rise. Dan Ferris explains why surviving refiners have a growing competitive advantage, and why stocks such as $MPC and $VLO may still have significant upside. 📹: piped.video/watch?v=ROR_J77Q… @dferris1961
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Diesel does not last forever. On Stansberry Investor Hour, Dan Ferris explains why stored fuel can degrade, why backup generators must be tested regularly, and how data centers create ongoing diesel demand even when the power stays on. 📹: piped.video/watch?v=Gql1Y0SY… @dferris1961 @MattWeinschenk
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