The Doctor's Dose

AI Can Win and AI Stocks Can Still Crash: The Valuation Risk Traders Are Missing There is an assumption buried inside much of the artificial intelligence trade that I think traders need to reconsider. It goes something like this: If AI really does transform the...

Nvidia’s $105 Billion AI Bet: When Chip Demand Becomes Infrastructure Finance Nvidia has spent the artificial intelligence boom selling the picks and shovels. Now it is helping finance the mine. That distinction may turn out to be one of the most important...

AI Bond Issuance and Treasury Yields: Why Rising Long-Term Rates Could Reshape the AI Trade For most of the artificial intelligence boom, traders have focused on semiconductors, data centers, cloud computing, electricity demand and the enormous capital expenditure...

Understanding Intermittent Reinforcement and the Hidden Science of Lasting Habits Mental Insight explores the psychology, neuroscience, and behavioral science behind consistent performance under pressure. These articles help explain why we think, learn, decide, and...

Physical Insight The Trader’s Performance Edge with Dr. Julie Manz Because the most important edge you will ever develop is not in the market. It is in yourself. Welcome to Performance Insight.There are thousands of books, courses and tools designed to help people...

Physical Insight The Trader’s Performance Edge with Dr. Julie Manz Because the most important edge you will ever develop is not in the market. It is in yourself. I am going to start this one with a disclaimer. I am not going to tell you that there is one perfect diet...

Physical Insight The Trader’s Performance Edge with Dr. Julie Manz Because the most important edge you will ever develop is not in the market. It is in yourself. I may lose a few people with this one. The minute I start talking about exercise, I know some traders are...

Anthropic IPO Could Reach $2 Trillion — What It Means for AI Stocks Wall Street may be about to get its biggest test yet of just how much investors are willing to pay for artificial intelligence growth. Investors in Anthropic expect the AI company behind Claude to...

Gap Fade Trading Strategy: How We Find 2 Standard Deviation Opening Gaps Stocks gap higher and lower every morning. But not every opening gap creates a trading opportunity.What interests us most are the unusual gaps — stocks opening so far away from their previous...

Meta Open AI Models: Zuckerberg Reopens the AI Power Battle Mark Zuckerberg is making another aggressive bet on open artificial intelligence — and this time the argument is about far more than software. Meta has released the underlying weights for its new Muse Glimmer...

AI Oil And Gas Exploration Could Unlock More Supply — and a New Trading Theme Artificial intelligence is rapidly changing the energy trade, but perhaps not in the way many investors expected. Much of Wall Street’s AI-energy discussion has focused on the enormous...

Nvidia and Wall Street Team Up on $500 Billion AI Infrastructure Push: Trading Ideas and Stocks to Watch Nvidia AI infrastructure financing:  The artificial intelligence boom is entering a new phase, and this one may be as much about Wall Street as Silicon Valley....

Stock Market Week Ahead: Inflation Takes Center Stage as S&P 500 Hits Record High The market enters the new week with momentum, confidence, and one very important question: can the rally survive a fresh round of inflation data? The S&P 500 finished last week...

SpaceX Starship Flight 14 Could Be a Major Milestone for Investors and Day Traders SpaceX is preparing for what could become one of the most important Starship test flights in the company's history. Flight 14, targeted for late August pending regulatory approval, is...

Airbnb Stock Jumps After Earnings Beat and Strong Third-Quarter Guidance Airbnb shares surged in extended trading Thursday after the company delivered a stronger-than-expected second-quarter earnings report and issued third-quarter guidance that came in comfortably...