Articles by Stephen McBride
- Active Insights
My #1 AI Investment for the Next 12 Months—and Why I’m Going All In
My #1 slam dunk AI trade over the next 12 months is… The companies who make the machines that produce chips.
- Research
Intel’s Stunning Comeback Is Signaling the Next $Trillion AI Opportunity
Intel is surging because plain ol’ central processing units CPUs are suddenly the new artificial intelligence AI bottleneck.
- Artificial Intelligence
AI Isn’t a Bubble—It’s a Supply Chain Gold Rush Hiding in Plain Sight
The implication is always the same: artificial intelligence AI is one giant bubble. And when it pops, it’ll take the whole market down with it.
- Research
Nvidia’s Next Act After AI Boom Could Mirror Amazon’s AWS Explosion
That’s because Nvidia is having its AWS moment... In other words, a big opportunity is forming behind the scenes. One investors can’t ignore.
- Research
The Most Criminally Underrated Investment Today
Over 90% of everything you own—from the phone in your pocket to the shoes on your feet to the fuel in your car—arrived by sea.
- Research
New Highs, New Risks: What’s Driving Today’s AI Stock Surge
Rebounded in recent days but are still down on the year. What if I told you there’s a group of stocks making all-time highs right now?
- Research
AI Megatrend Powering Startups in Space, Defense, and Beyond
RiskHedge co-founder Dan Steinhart and I were meeting founders and innovators creating the next generation of disruptive tech.
- Research
Markets Falling Fast—5 Red Flags Before You Buy the Dip
War in Iran keeps pushing stocks lower. The S&P 500 is a hair’s length from official correction territory, down 9% from its recent high.
- Research
While the World Panics, We’re Buying ...
Just like with microprocessors, the internet, and smartphones before it, the AI megatrend won’t stop because of a war.
- Artificial Intelligence
The AI Race Just Hit a New Bottleneck—What It Means for Markets
Most people following the artificial intelligence (AI) story remember the GPU crunch that hit the industry a few years ago.
- Artificial Intelligence
The AI Wave Isn’t Slowing—It’s Just Changing Direction
The hardest thing about making money from megatrends isn’t the buying. It’s the holding on and staying interested.
- Research
The $1.5 Trillion IPO That Could Ignite the Space Economy
Starlink is a booming business. It now serves 8 million users across more than 150 countries.
- Research
AI’s Next Trillion-Dollar Buildout Won’t Be About Chips
These industries aren’t as flashy as a chip company like Nvidia NVDA. But they’re quickly becoming just as essential and just as profitable.
- Research
The AI Boom Isn’t Ending—It’s Hitting a Power Wall (And That’s Where the Money Is)
The AI train hasn’t slowed down at all. But 2025 marked a changing of the guard in where the real investment opportunities are showing up.
- Market Intelligence
The Two Signals That Matter Most for Stocks in 2026
We’re coming off the third up year in a row for US stocks. While this may seem frothy, it’s perfectly normal.
- Research
The Youngest Self-Made Female Billionaire Bet on Prediction Markets — And Won
The 29-year-old Brazilian co-founder of prediction market Kalshi just became the youngest self-made female billionaire on Earth
- Research
AI’s Hidden Bottleneck—and the Profit Opportunity No One’s Talking About
We’re still early in a multi-decade AI cycle. But the money is shifting—and that’s where the next wave of opportunity lies.
- Research
The 5 Red Flags That Expose Fake Disruptors
Disruptors that can gain 1,000% or more thanks to the disruptive technologies and industries they’re shaping. Now, let me show you the five red flags
- Research
It’s Not a Bubble: Why the AI Buildout Is Bigger Than the Internet Itself
We were early to Nvidia, first recommending it in 2018. But I think we’re still in the early stages of the AI buildout…
- Research
Elon’s Colossus, Big Tech’s Power Grab, and the Hidden Stocks Driving the AI Revolution
For the last two years, everyone in AI obsessed over chips. Elon Musk joked that GPUs were harder to get than drugs.
- Research
The $800 Billion AI Shockwave: How Oracle Surged Like a Penny Stock
Oracle builds the giant databases where companies keep their records and runs them in its own global cloud.
- Active Insights
The #1 Robotaxi Stock to Watch (And It’s Not Tesla or Google)
After years of anticipation, self-driving cars are finally happening. It’s time to invest. Don’t let this rocket ship take off without you.
- Opinion
The Surprising Reasons I’m Relocating to Abu Dhabi
In Abu Dhabi, they champion the innovators, the builders, the thinkers. It’s a society surging with optimism. I want my children to breathe that air.
- Research
How Stocks Really Perform During Wartime—History Might Surprise You
I wanted to take this a step further, so you know exactly what to expect in case stocks sell off in the coming days. #war
- Research
Inside the $19 Million Nuclear Startup That Could Redefine Energy
This place is special, the next Silicon Valley. I’m convinced the next trillion-dollar companies are hatching here. #strategy
- Opinion
Exclusive Look at May’s Disruption Investor
Our deep research suggests we’re at a major inflection point in the market… and that the opportunities are shifting. #markets
- Research
The Big 5 Defense Firms Are Heading Straight for the Innovation Graveyard
Now it’s being disrupted. And it’s not alone... Here’s why the Big 5 defense contractors must die. #defense #strategy
- Research
Is AI the Next Dot-Com Bubble? Signs of a Tech Boom (or Bust)
Winning AI stocks have handed out huge gains to investors since ChatGPT became the fastest-growing product ever in late 2022.
- Research
Exploring the Next Palantir: The Future of Big Data
Everyone else is piling into yesterday’s winners. But we’re positioning ourselves in the “dark horse” disruptors of tomorrow.
- Research
Top Stocks That Skyrocketed During Major Tech Disruptions in the Past 20 Years
My team and I conducted a comprehensive study and found 347 stocks that gained 1,000% or more in the last 20 years. #stocks
- Research
How to Back Elon Musk’s Potential Next Trillion-Dollar Venture
SpaceX is now bigger than Coca-Cola, Wells Fargo, and Salesforce. And I believe its value will grow to at least $1 trillion by 2030. #SpaceX
- Market Intelligence
Can Quantum Computing Break Bitcoin’s Security?
Google claims Willow can solve certain computational tasks in just five minutes, which would take classical supercomputers 10 septillion years. #Google
- Market Intelligence
Crypto’s Rebound: Where to Place Your Bets
The crypto market just entered a new boom period… and today, I’ll show you the best way to position your portfolio to capitalize. #crypto
- Research
The AI Monopoly Not Named Nvidia
The kicker: this monopoly—the kingmaker of the AI age—trades at just 19 times earnings. That’s cheaper than the S&P 500! #AI
- Research
How Corporate Media Has Evolved into a Doom Machine
Media has become a modern-day doom machine. And in today’s essay, which is different from my usual Jolts, I’m asking you to help me fight back.
- Research
Invest in Disruptors, Avoid Disruptees
That’s why you must own great businesses profiting from disruptive megatrends. Knowing the megatrend itself isn’t enough.
