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The AI Sell-Off Is About to Get MUCH Worse - 2 Stocks to WatchTechnical analyst Douggee Freshpicks sees more downside risk for AI stocks and crypto before a potential rebound later in the year.AI
The Most Important Chart in AI Just Exposed a Massive ContradictionAI compute prices are surging even as token prices fall, exposing a market split over demand, pricing power, and the return on trillions in investment.AI
These 3 AI Stocks Could DOUBLE After the Biggest Sell-Off in YearsLG Doucet and Analyst A examine whether forced hedge fund selling has created openings in Samsung, Nebius, and Credo.AI
Galaxy Could 3X From Here & Its Biggest Deal Hasn't Even Been SignedGalaxy’s earnings beat, data center pipeline, and expanding crypto platform support a nearly 3x base-case valuation—but its next major tenant remains unsigned.AI
SpaceX Could 4X - The Market Still Thinks It's a Rocket CompanySpaceX may be mispriced as a rocket company when its larger opportunity could be connectivity, AI compute, and infrastructure for autonomous machines.AINewsletters
🥛 AI is slowing down? 🐢Breaking down Dario’s essay.AI
Milk Road Macro merges into crypto, AI, and stocksThe new MRMI tells PRO members when to lean into risk and when to play defense.MACRO
Analyst A's biggest bet in June: MetaCheapest of the four. Growing the fastest.AI
Analyst C isn’t buying any of the AI IPOsHe’s looking deeper at Qnity.AI
SpaceX IPO: the map Wall Street got wrongStarlink, xAI, orbital compute, three bets in one.AI
The AI Sell-Off Is About to Get MUCH Worse - 2 Stocks to WatchTechnical analyst Douggee Freshpicks sees more downside risk for AI stocks and crypto before a potential rebound later in the year.AI
The Most Important Chart in AI Just Exposed a Massive ContradictionAI compute prices are surging even as token prices fall, exposing a market split over demand, pricing power, and the return on trillions in investment.AI
These 3 AI Stocks Could DOUBLE After the Biggest Sell-Off in YearsLG Doucet and Analyst A examine whether forced hedge fund selling has created openings in Samsung, Nebius, and Credo.AI
Galaxy Could 3X From Here & Its Biggest Deal Hasn't Even Been SignedGalaxy’s earnings beat, data center pipeline, and expanding crypto platform support a nearly 3x base-case valuation—but its next major tenant remains unsigned.AI
SpaceX Could 4X - The Market Still Thinks It's a Rocket CompanySpaceX may be mispriced as a rocket company when its larger opportunity could be connectivity, AI compute, and infrastructure for autonomous machines.AI
