After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual investors can learn from it. More importantly, he shows why Eric Fry believes the next phase of the AI boom may reward a very different group of companies than the last one.

In today’s Smart Money, I’ll look at the signs that AI is moving toward AGI – and which companies are helping make that future possible.

Today's guest essay by macro-investing expert Eric Fry, editor of The Speculator, examines how the AI boom is entering a new phase. With physical supplies for AI now limited, Eric…

After watching the spectacular rise – and equally spectacular collapse – of a high-profile AI hedge fund, Tom Yeung is eager to explain what individual investors can learn from…

Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud platforms, agents,…