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The U.S. just committed $2B to quantum computing — and took equity stakes in 9 companies. 💰 This isn't a grant. Taxpayers share in the upside if it works. 🇺🇸 Today I'm breaking down what this means for the market. WATCH @ 11AM ET: @LiveOptionsWithJR/streams" target="_blank" rel="nofollow noopener">youtube.com/@LiveOptionsWi…

A quick reality check on how fast AI spending by tech giants like $GOOGL and $AMZN is accelerating… April 2025: $271 billion Today: $482 billion End of 2026?: Potentially $700 billion+

Broadcom $AVGO is approaching a Green Zone, which is a time period of historically strong stock price performance. This particular Green Zone for $AVGO has a 15 year historical 100.00% win rate and an avg return of 7.38% (141.83% annualized). It runs from May 22 to June 10.

Everyone says sell in May. @InvestorPlace analyst Louis Navellier says that's exactly wrong this year. He's calling it the Summer of Small Caps. Here's why: investorplace.com/market360/2026…

$NVDA reports after the close today. Street expects $79.2B revenue. The Q2 guide vs. the $86B consensus is what actually moves the stock. Barron's bull case puts the midpoint at $340 — a 30% gain. I'll walk through the setup live. WATCH @ 11AM ET: @LiveOptionsWithJR/streams" target="_blank" rel="nofollow noopener">youtube.com/@LiveOptionsWi…

Druckenmiller's Big Bet on Argentine Oil: YPF $YPF Stan "The Man" Druckenmiller just made one of his biggest macro bets in years, and it has nothing to do with the Middle East. In his latest 13F filing, Druckenmiller revealed he bought more than 2.5 million shares of Argentine oil and gas producer YPF $YPF, adding to a position he started the previous quarter. It is now one of his largest holdings. This matters because Druck is widely considered one of the greatest investors alive. He reportedly delivered 30% annual returns for 30 years with no down year. When he makes a concentrated bet, it pays to look closely. YPF is the dominant operator in Argentina's Vaca Muerta shale basin, one of the most promising oil and gas fields in the world. The geology rivals the best US shale plays, and the location outside the Middle East is a major strategic positive as investors search for energy supply that sits well away from geopolitical hot spots. The second leg of the trade is Argentina itself. After 50 years as an economic basket case, the country elected Javier Milei in 2023. He has been pushing pro-business reforms that could turn Argentina into a real place to do business and develop large new oil reserves. YPF is not the only way to play this. Vista Energy $VIST, a roughly $7 billion market cap producer, also operates in the Vaca Muerta and could see a sizable revaluation if exploration succeeds and Milei's reforms continue to take hold. When a 30-year, 30%-a-year investor goes this concentrated, it is worth paying attention.

Spooky stat. Inflation has averaged +0.4 MoM over the last 6 months. If that trend persists, we'll be at a 5.2% inflation rate by November. That’s high enough to crush the consumer and keep $HD $PG $MA $WFC $MCD $UL $MELI $NKE $RACE $AZO $LULU and other consumer stocks in the dumps. But it probably isn't high enough to cripple the AI trade and end the rally in $TSM $AVGO $ASML $LRCX $AMAT $DELL $CRWV $APLD $GEV $PWR and other red-hot AI stocks. That changes when the spending stops. And spending won’t stop for an inflation pit-stop at 5%. But if we stay above 5% for a few months, then I'd be worried. As an AI bull, I'm not bothered by current inflation trends. But if they prove sticky beyond the next few months, then I’ll get worried.

Analog Devices earnings are coming up, and Louie Navellier says this may be one of the strongest AI semiconductor stocks to watch right now. Expected: • 33% sales growth • 56% earnings growth • positive analyst revisions $ADI

An AI stock with faster sales and earnings growth than $NVDA just caught President Trump's attention. @InvestorPlace analyst Louis Navellier names it in this week's Navellier Market Buzz, plus his take on NVDA earnings and AI infrastructure demand. Watch here: youtu.be/lJcSYXBDePA?si…

The crack spread is the gap between what refiners pay for crude and what they sell fuel for. 🛢️ When that gap widens, refiners print money. 💰 Right now three things are lining up at once. Today at 11AM ET — I'll walk through the full setup. @LiveOptionsWithJR/streams" target="_blank" rel="nofollow noopener">youtube.com/@LiveOptionsWi…

Tesla $TSLA is approaching a Green Zone, which is a period of historically strong stock price performance. This particular Green Zone for $TSLA has a 15 year historical 93.33% win rate and an average return of 12.75% (141.05% annualized). It runs from May 20 to June 22.

Cybersecurity Isn't Dead, It Just Broke Out to All-Time Highs: $PANW Flashes Rare Double-Green Both Short-Term and Long-Term Health zones flashed Green in the same week. That's rare. $CIBR fell 22% on AI fears. Panic was wrong. Cyber is back. tradesmith.com/tradesmith-dai…

Luxury housing has been one of the strongest parts of the economy… But Toll Brothers earnings this week could tell a very different story. $TOL

$FRVO Fervo Energy’s IPO was supposed to value the company at $7.7 billion. Two days later? 📈 Investors pushed it above $10 billion. Here’s how this Bill Gates-backed geothermal startup is filling an energy gap, and why investors should pay attention. marketwise.com/investing/ferv…

“Are we in 1998… or 1999?” Louie Navellier says the AI boom is following a path similar to the internet boom and he still believes this market has much more upside ahead.

Despite AI stocks dropping today, here's a fresh batch of good fundamental news supporting the thesis that this is just a technical sell-off that will end with AI stocks snapping back into rally mode soon, not something more sinister: - $BIDU reported that its AI sales eclipsed its legacy ads sales for the first time this past quarter, with AI revenues rising 40% year-over-year. - $D + $NEE merging in a sign that the AI power crunch is very real, very big thing that will require lots of investment in new energy infrastructure. - $STLA + $ACN announced a new AI-driven manufacturing plan built on top of $NVDA tech - The Pope is launching his encyclical on AI with the co-founder of Anthropic - Citadel CEO Ken Griffin said that AI agents are now doing PhD-level finance work in days instead of months The AI Boom rolls on. Short-term pullbacks are buying opportunities.

20 stocks just entered the short-term Red Zone Near-term price trend has broken down on these names. $ACGL $BTG $DJCO $DECK $EXLS $MELI $BKNG $WYNN $SAM $CWT $EXC $FLS $HON $OSK $PH $ROP $SUI $TJX $TEL $WU Quality industrials and consumer leaders flashing red together. That's the kind of breadth shift you don't ignore. #TradeStops #RedZone #stocks #trading

Elon Musk's AI empire spans X, xAI, SpaceX & Tesla — but most of it isn't public. The investable angle? The picks-and-shovels feeding the stack: satellite hardware, AI chips, robotics, laser comms. InvestorPlace analyst Luke Lango on Musk's uncopyable edge... 👇 investorplace.com/hypergrowthinv…

Stop guessing direction. Trade what's real. 11AM ET — live at the desk. We're running the family-of-five, walking the bitumen setup nobody's watching, and breaking down why 05/13 was the tell. See you in the room 👇 @LiveOptionsWithJR" target="_blank" rel="nofollow noopener">youtube.com/@LiveOptionsWi…

Nebius $NBIS Just Confirmed the Neocloud Boom Is Real Last Wednesday, Nebius Group $NBIS dropped Q1 earnings that should grab every AI investor's attention: revenue up 684% year over year. The stock ripped 18% to a fresh all-time high, and it is now up 40% in the past month, a 480% annualized pace. Nebius is one of the purest plays on what we have been calling the neocloud theme. These are companies that own and operate data centers purpose-built for AI workloads, not the general-purpose infrastructure you get from traditional hyperscalers. The customer list tells the story. Microsoft $MSFT and Meta $META are already writing big checks to neoclouds because their own capacity cannot keep up with demand. Management said it plainly on the call. Compute and cloud needs are vastly exceeding capacity as more industries embrace AI. That is not marketing language. That is a company watching customers line up at the door faster than it can build racks. Step back and the macro picture is staggering. Big tech is on pace to spend more than $700 billion on AI infrastructure this year, and the bottleneck is still compute. When the biggest, best-capitalized buyers in the world are short on supply, the suppliers get pricing power and growth that bends the chart. $NBIS is the headline name today, but the theme runs deeper. CoreWeave $CRWV and Iren $IREN are right behind it, and a wave of soon-to-be neoclouds is lining up to capture a piece of that $700 billion spend. This is one of the cleanest setups in the market right now, and the move is just getting started.