The Daily Cut

The only newsletter featuring insights, ideas, and recommendations from financial legends and their handpicked team of experts.



Could September See the AI Bubble Pop?

We’ve talked a lot about the rise of artificial intelligence (“AI”) in these pages lately. And most of the focus has been on the technology itself… and long-term profit plays. But today, I’m bringing you a different kind of insight on AI.





The AI Megatrend Is Even Bigger Than You Think

To say Nvidia is a market darling is an understatement. The chipmaker’s recent earnings results managed to surprise everyone to the upside. And as you’ll see today, that means the AI opportunity is even bigger than even the boldest estimates out today.